Memos
Developed by The Center for Communication Practices at Rensselaer Polytechnic Institute,
Troy, New York.
Introduction
A common form of inter- or intradepartmental communication
in business and academia is the memorandum (pl. memorandums
or memoranda), usually called a memo. Memos
are written by everyone from junior executives and engineers
to CEOs. Hence, it is essential to master this basic communication
form.
Memo Format
Although memos are ordinarily formal, there has recently been
a trend toward a more personal style. Careful writers are
able to achieve this style without sacrificing clarity, grace,
or precision. Unlike letters, which include inside addresses,
salutations, and complimentary closings, memos have just two
sections: the heading and the body. To simplify the communication
process, many firms and organizations use memo pads with predesigned
formats. If you need to construct a memo without such a memo
pad, use the vertical format shown below:
Date: June 6, 1991
To: David Dunlop
From: Shawn Jackson
Subject: Language Requirement
Some people also use what is known as the
horizontal format, where the "To" and "From"
fields are flush with the left margin, while the "Date"
and "Subject" fields are aligned with the right
margin.
Date: Write the full name of the
month or use its standard abbreviation (i.e., don't use numerals).
To: If company policy and your relationship
with the addressee allow, you may omit courtesy (Mrs., Ms.,
Mr.) or professional (Dr., Dean, etc.) titles. Generally,
however, address people of higher rank by title. For most
format situations, use the addressee's full name; for informal
situations, first names or even nicknames may be appropriate.
If the addressee's name alone is not sufficient to ensure
that the memo will reach its destination, put an identifying
tag, such as a job or department title, directly after the
addressee's name (for example, To: John Hutchins, Payroll
Office). If the memo is directed to several people, list their
names alphabetically or in descending order of their position
in the institutional hierarchy. If numerous names are required,
you may use "To: See Below" and then place the addressees'
names at the end of the message. If the group is too large
to list all of its members individually, follow "To:"
with an identifying classification, such as "Faculty
and Staff" or "Process Engineers."
From: Place your own name on this
line, and do not use a courtesy title. If you believe that
the reader may not know you, then use a job title or department
name to identify yourself. If you choose to sign the memo
to personalize it or to indicate authorization, write your
initials above, below, or to the right of your typewritten
name. Practices vary considerably in this respect, so it's
best to follow local preferences. A memo is always official
even if it isn't signed.
Subject: "Re:" (Latin for
thing, affair, or concern) is occasionally used
in place of "Subject:", but many of today's businesspeople
regard "Re" as obsolete. The statement of subject
should be concise yet accurate, since it often determines
where or how the memo will be filed.
Memo Content
Two words characterize a well-written memo: informative and
concise. Make your memo informative by observing the same
principles that govern any writing process, the most important
of which are preparation and organization.
Preparation: Determine the exact
objective; you should be able to state this objective in a
single sentence. Know your reader(s), and determine whether
or not you need to cover fundamental issues or define technical
terms.
Organization: Keep things under control.
Present your material coherently, and decide on the pattern
of organization that best suits your purpose. The two most
common patterns of organization for business and technical
memos are deduction (decreasing order of importance) and induction
(increasing order of importance).
Deduction: Deduction, presenting
ideas in decreasing order of importance, generally assumes
that the reader is well acquainted with the topic under
discussion. In writing a deductive memo, present your most
salient point first (but don't simply repeat the "Subject"
statement). This strategy spares readers needless loss of
time wading through data they may already know. Place supporting
facts in subsequent sentences for readers who may be unfamiliar
with the subject. Place the background data last. Those
who want or need to read this information to understand
the message will take the time to do so; others may scan
it or bypass it entirely. Most business memos use this pattern
of organization.
Induction: Induction, presenting
ideas in increasing order of importance, draws upon a different
set of assumptions than does deduction. The reasons to use
induction vary, but they may include the following: you
have to announce bad news or your reader(s) may not understand
the main idea without significant prior preparation. In
such cases, organize your thoughts by leading up to the
most forceful idea, and present that idea at the end of
the memo. Keep in mind that such memos often take longer
to write.
Memo Style
If writing a memo turns out to be more difficult than you
anticipated, you may find that a quick outline will help you
organize your thoughts. In composing such an outline, focus
your attention on the main ideas rather than on introductions
or transitions. Strive to be plain, direct, and concise while
using a comfortable, natural style. Because memos are generally
brief, the outline need only provide structure and proportion;
nevertheless, it should not leave gaps in logic or omit important
details. The outline can take the form of brief phrases listed
sequentially, thereby giving order to the body and establishing
relationships between the ideas. If necessary, you can develop
your outline into a rough draft by expanding your notes into
paragraphs. Write quickly, and pretend you are speaking to
someone across the table.
In its final form, the memorandum should
be clear and informative. Generally, your tone will be neutral
or positive, but you may occasionally have to issue complaints
or reprimands in memo form. Use caution in negative situations,
and be aware of the effect of your correspondence. If you
are spiteful, blunt, condescending, or too coldly formal,
you'll wind up alienating people. Ostentatious language, excessively
technical jargon, or complicated syntax will make you sound
pompous. Hence, try to be cordial, straightforward, and lucid,
avoiding chit-chat, but striving toward a relaxed and conversational
style. If you project an image of consideration, you stand
a much greater chance of being viewed as knowledgeable and
competent in carrying out your professional responsibilites.
References
- Baker, Sheridan. The Practical
Stylist. 6th ed. New York: Harper and Row, 1986.
- Bowman, Joel P., and Bernadine P. Branchaw.
Business Report Writing. Chicago: Dryden Press,
1984.
- Brusaw, Charles T., Gerald J. Alfred,
and Walter E. Oliu. The Business Writer's Handbook.
New York: St. Martin's Press, Inc., 1976.
- Houp, Kenneth, and Thomas E. Pearsall.
Reporting Technical Information. 4th ed. Encino,
California: Glencoe Publishing Co., Inc., 1980.
- Mills, Gordon H., and John A. Walter.
Technical Writing. 4th ed. New York: Holt,
Rinehart, and Winston, 1978.
- Stratton, Charles R. Technical
Writing: Process and Product. New York: Holt, Rinehart,
and Winston, 1984.
- Turner, Maxine. Technical Writing:
A Practical Approach. Reston, Virginia: Reston Publishing
Co., Inc., 1984.
- Turner, Rufus P. Technical Report
Writing. 2nd ed. San Francisco: Rinehart Press, 1971.
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