7.2: Memos
The word “memo” is short for “memorandum.” This term is derived from the Latin expression, memorandum est, or “it is to be remembered.” A memo communicates policies, procedures, short reports, or related official business within an organization. It takes a “one-to-many” approach, broadcasting a message to a group of readers rather than to an individual. Memos are professional and objective in tone. They avoid all personal bias or subjective preference, especially because they may have legal standing when reflecting policies or procedures. Accuracy is therefore paramount in memos. Otherwise, communication problems can become legal problems (adapted from Business Communication for Success, 2015, 9.2).
7.2.1: Memo Purpose
The most common purpose of a memo is to make an announcement about a specific issue to many people at one time. A memo may inform readers about an issue in a neutral tone or it may call for action to be taken with urgency. In every case, the language in a memo should be clear and professional.
Memos are useful when an organization wants to:
- make an important announcement;
- prevent a misunderstanding;
- explain the reasoning behind a major decision;
- update employees about an ongoing or rapidly changing situation;
- alert employees to a significant risk or safety issue;
- call for immediate action; or
- announce a change in an official policy.
Imagine if a company faced a problem of over-crowding in their parking lots. One communication solution could be for that company to write a memo that encourages employees to take public transit, carpool, or use other alternatives to driving to work alone.
In this way, memos often try to connect an organization’s values to its employees’ experiences without becoming overly personal. (Business Communication for Success, 2015, 9.2).
Return to the Memo Topics menu
7.2.2: Memo Style
A memo often has the word “MEMO” or “MEMORANDUM” centred at the top of the page. By emphasizing the document type with this title, writers immediately set readers’ expectations that a significant, focused message follows below.
A memo may or may not have an organization’s name and logo at the top of the page.
Below these elements are the header fields. These fields are:
- To:
- From:
- Date:
- Subject:
This structure is similar to what appears an email. In fact, the header fields are based on those traditionally found in memos. The same principles here, such as how to title the document in the subject line, are true of emails (see §6.1.3 above).
Unlike emails, memos do not have an opening salutation or greeting.
The message of a memo is often organized into a three parts. The three parts are the opening, body, and the closing. These sections are almost always organized using the direct approach. With this organizational strategy:
- the opening: this part identifies the topic and clearly states the main message (1-3 sentences);
- the body: these parts support the main message with explanation, details, and reasoning (1-2 brief paragraphs);
- the closing: this part states any required action, describes future steps, or presents a brief summary of the main announcement (1-3 sentences).
Figure 7.2.2: Sample Memo
MEMORANDUM |
To: All Employees From: Larry Ogawa, President, Provincial College Date: October 5, 2022 Subject: Infrastructure Investment |
Provincial College’s two greatest assets are its faculty excellence and its commitment to student learning. To help grow these assets, PC is proud to announce an investment of $180 million in upgraded facilities at all 3 of its campuses. The provincial government understands that student education cannot be improved through cuts to student education. Everyone who dedicates time, money, and energy to improving themselves through education is, in fact, improving society for us all. We understand, therefore, that investing in education is investing in our shared future. Beginning May 1, 2022, consultations with faculty and students will begin at all 3 of our campus locations. Please stop by one of the displays and complete the electronic survey on the provided devices to share your feedback on the following areas:
Thank you in advance for your cooperation in this consultation process. Please remember that education is not a private experience, but a public good for us all. Any questions can be directed to the office at the following email address: investment@provincialcollege.ca.
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Return to the Memo Topics menu
For more on memos, see the following resources:
- Purdue OWL’s five pages outlining Memo writing, including a sample Memo, starting with Memos: General Introduction (Purdue OWL, n.d.)
- How to Write a Memo (Erickson, 2020)
Key Takeaway
Record office policies, procedures, and short reports for formal distribution within an office following memo conventions.
Exercises
1. Let’s say a new bylaw affects the way you do business in the career you’re training for. Assuming you’ve risen to the position of manager at your workplace, write a memo that explains the new bylaw and how you will adjust the way you conduct business there. Be creative with both the bylaw and your policy or procedure with respect to it.
2. Imagine that your company is about to adopt a new technology (e.g., new software, new laptops, mobile phones, etc.). Inform the employees and discuss the benefits of the new tool in a memo. Explain in point-form, as in the example above, how this development will impact their work.
3. Write a short a summary field study report (see #3 in Table 7.3.1 below) for a class lecture in one of your other courses this week. Use a one-page memo to describe the conference and summarize the lecture as if you were reporting it to classmates who could not attend. Summarize the lecture topic accurately and concisely.
References
Business Communication for Success. (2015). https://open.lib.umn.edu/businesscommunication/
Purdue OWL. (n.d.) Memos: General Introduction. https://owl.purdue.edu/owl/subject_specific_writing/professional_technical_writing/memos/index.html
Erickson, M. (2020,September 30). How to write a memo. https://www.wikihow.com/Write-a-Memo