Ch.15: Memos

  • Appreciate the vital role of memos in the workplace
    • Memos (memorandums) give directives, instruct, relay information, and make requests
    • Internal document- distributed within an organization and not to people outside the company
  • Picture a typical memo's audience and purpose
    • Who will receive this memo?
    • What is the purpose?
    • E-mails are less formal than a memo and might be ignored in a crowded inbox. 
  • Know the parts and format of a standard memo
    • Memo or Memorandum is centered at the top of the page
    • A left-aligned heading identifies the parties involved, date, and subject
    • Distribution notation is located at the bottom- indicates if copies should be sent to anyone not listed in the "To" line
    • The body focuses on one topic
    • Use a short intro, a paragraph or two, and conclusion
    • Consistent formatting is important- memos are meant to be read quickly
  • Understand the importance of proper tone in all memos
    • What do the recipients want to know?
    • Avoid using a hostile, bossy, condescending, aggressive, or differential and passive tone.
    • Use an appropriate approach to the subject. Direct vs. Indirect
    • Informal, short memos can be sent digitally
  • Write various common types of memos
    • Transmittal Memo- accompanies a package of materials
    • Summary or Follow-up Memo- provides written record of a meeting or conversation
    • Routine Miscellaneous Memo- announcements, updates, request information/ action.
      These are more frequently being sent via e-mail 

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