Friday, October 12, 2007

How to write Memos

What is a memo?

A memo is:

a hard-copy (sent on paper) document used for communicating inside an organisation. Usually short, a memo contains To, From, Date, Subject headings and Message sections, and does not need to be signed, but sometimes has the sender's name at the bottom to be more friendly, or the sender's full name to be more formal.


How to write a memo.

Memos should have the following sections and content:

1. A 'To' section containing the name of the receiver. For informal memos, the receiver's given name; e.g. 'To: Andy' is enough. For more formal memos, use the receiver's full name. If the receiver is in another department, use the full name and the department name. It is usually not necessary to use Mr., Mrs., Miss or Ms unless the memo is very formal.

2. A 'From' section containing the name of the sender. For informal memos, the sender's other name; e.g. 'From: Bill' is enough. For more formal memos, use the sender's full name. If the receiver is in another department, use the full name and the department name. It is usually not necessary to use Mr., Mrs., Miss or Ms unless the memo is very formal.

3. A 'Date' section. To avoid confusion between the British and American date systems, write the month as a word or an abbreviation; e.g. 'January' or 'Jan'.

4. A Subject heading.

5. The message. Unless the memo is a brief note, a well-organised memo message should contain the following sections:
a. Situation - an Introduction or the purpose of the memo.
b. Problem (optional) - for example: "Since the move to the new office in Kowloon Bay,
staff have difficulty in finding a nearby place to buy lunch."
c. Solution (optional) - for example: "Providing a microwave oven in the pantry would
enable staff to bring in their own lunchboxes and reheat their food."
d. Action - this may be the same as the solution, or be the part of the solution that the
receiver needs to carry out; e.g. "we would appreciate it if you could authorise up to
$3,000".
e. Politeness - to avoid the receiver refusing to take the action you want, it is important to
end with a polite expression; e.g. "Once again, thank you for your support.", or more
informally "Thanks".
f. Signature (optional).



Sample Memos:

MEMO 01

To: Katherine Chu, Regional Manager
From: Stephen Yu, Sales
Date: 12 October 2007
Subject: Notification of My Resignation

I am writing to inform you of my intention to resign from G & S Holdings.

I have appreciated very much my four years working for the company. The training has been excellent and I have gained valuable experience working within an efficient and professional team environment. In particular, I have appreciated your personal guidance during these first years of my career.

I feel now that it is time to further develop my knowledge and skills base in a different environment.

I would like to leave, if possible, in a month's time on Saturday, 10 November. This will allow me to complete my current workload. I hope that this suggested arrangement is acceptable to the company.

Once again, thank you for your support.



MEMO 02

To: Health & Safety Committee
From:Joe Chan, Chairperson, H&S Ctte
Date: 12 Oct '07
Subject: Room change for next meeting

The meeting on Saturday, 10 November has been changed to Room 101.



MEMO 03

CONTACT COMPUTER GRAPHICS MEMORANDUM

To: S M Chan, General Manager
From: SamanthaNg, Office Manager
Date:12 October 2007
Subject: Purchase of a Microwave Oven


1. Introduction

At the monthly staff meeting on Tuesday, 9 October 2007, you requested information about the possible purchase of a microwave oven. I would now like to present these details.

2. Background

Since the move to the new office in Kowloon Bay, staff have difficulty in finding a nearby place to buy lunch.

3. Advantages

Providing a microwave oven in the pantry would enable staff to bring in their own lunchboxes and reheat their food. Also, staff members are less likely to return to work late after lunch.

4. Staff Opinion

A survey found that staff would like to use the microwave oven.

5. Cost

Details of suitable models are given below:

(Show table)

6. Request

If this meets with your approval, we would appreciate it if you could authorise up to $3,000 for the purchase of the microwave oven.

Samantha Ng

Thursday, October 11, 2007

Subject Heading


Goal:
How to write correct subject headings for business documents.

Guidelines:
The purpose of a subject heading is to tell the reader:

what the document is for (the purpose of the document), and
what it is about (the topic of the document)
e.g. in Complaint about Late Delivery of Order 12345, the subject heading tells the reader that the purpose of the document is to complain, and that the topic is Order 12345.

Purposes:
Business documents can have many purposes. In a subject heading these are written as nouns. Here are some examples, with the usual prepositions that go with them:

Complaint about ( + problem)
Apology for ( + problem)
Information on ( + topic)
Warning about ( + danger)
Report on ( + topic)
Investigation into ( + topic)
Proposal to (+ verb phrase; e.g. to Reduce Waste)
Proposal for (+ noun phrase; e.g. for Waste Reduction)
Congratulations to ( + a person who has done well)
Congratulations from ( + a person sending the message)
Congratulations on (+ a topic; e.g. Passing your Exams)
Request for (+ a noun phrase; e.g. a Day's Leave)
Request to (+ a verb; e.g. to Miss a Lesson)
Application for ( + a noun phrase; e.g. a License)
Application to (+ a verb; e.g. Use the Company Junk)


If the purpose of the document is to inform the reader, the purpose is often missed out, and the most important information is used; e.g. Late Arrival of Order 12345, or Estimated Time of Arrival of Order 12345.

Formatting

Subject headings should be highlighted in some way. This can be by using:
Bold Font,
Larger Writing
Underlined Writing, or,
less commonly, Italics.

NOTE: DO NOT USE ALL CAPITAL LETTERS BECAUSE IT LOOKS UGLY AND IS HARD TO READ.

You can use Re: before a subject heading, but it is not necessary if the heading is highlighted in some other way. Do not underline Re:


Do not put a full stop at the end of subject headings.


Title Case

Subject headings should be in title case. This means that the first letter of the first word should have an upper-case letter, and so should all the other words, except for articles and prepositions; e.g. Complaint about the Late Delivery of Order Number 12345.

Back to how to write memos.