Unit 2
Memos are internal documents that are sent to people inside the same organization as the writer. They advise or inform staff of company policies and procedures. They are usually quite formal and impersonal in style. Memorandum is the full term, but the abbreviated form is usually used.
Memos may be put on a noticeboard for everyone to see, or circulated in internal mail. In the latter case the receiver/s may be asked to sign the memo to acknowledge that they have read it. Memos maybe also posted on internal email (the Intranet). However, as email is an open access system, this method is not suitable for confidential communications.
Memorandums typically contain To:, From:, Date:, and Subject:, and they do not contain an inside address as is typical in letters. The important point is to use the format that is appropriate for each specific message.
Joe LoCicero offers good examples of when to use memos. He states, “Internally, memos may inform their recipients of:
Announcements for such diverse happenings as hirings or holidays.
Changes in such aspects as policies, procedures, and prices.
Confirmations of verbal discussions, decisions, and meeting times.
Documents to follow, such as reports, gathered research, and survey results.
Recommendations for action.
Requests for further information, further research, or reports.
Solicitation[s] for opinions.”
Electronic memos, sent via e-mail, are commonplace in many organizations and are most commonly referred to as e-memos. Despite the convenience and ease of developing and sending e-memos, be cautious! They have several shortcomings typically not associated with hardcopy memos. Some of these shortcomings are listed here.
Receivers are more likely to read hardcopy memos than e-memos because e-memos can be so easily filtered out or deleted before receivers get past the subject line.
E-memos are often poorly written, with problems ranging from including too little detail, careless tone, and misspelled words to grammatical mistakes and lack of clarity.
E-memos can be easily hacked, thus raising privacy and security concerns. After all, even deleted e-memos (e-mail) can be resurrected! For example, if you need to relay information regarding a sensitive or private matter (e.g., health conditions, salary), do not do so in an e-memo. Instead, send a hardcopy memo.
(Adapted from Robert G. Insley. Communicating in Business,
Kendall Hunt Publishing Company, 2014)
EXERCISES
1. Match the halves of these sentences explaining the elements of a memo.
1
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A heading
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a
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refers to any sentences providing background information about the project in question (such as a reference to an event or to a previous request for information)
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2
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The subject line
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b
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individual points should be organised in descending order of importance, i.e. most important ones first, subordinate or supporting points later
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3
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The context
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c
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is a clear call to action – an explanation of what should be done in what way, by whom and by what date
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4
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In the main message
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d
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includes the components Date, To, From and Subject
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5
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The action close
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e
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states the main idea of the memo in less than ten words
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2. Identify the elements from Exercise 1 in this internal memo.
Memorandum
To: All members of the legal staff of the M and A department
From: John Thornton
Date: 11 March 201_
Subject: In-company seminar on contract negotiations
As part of our in-company training programme focusing on professional communication skills, we have arranged for the well-known communication trainer and practising lawyer, Mr Tom Boland, to hold a half-day workshop on the topic of Successful Contract Negotiations.
We would like to invite all members of the legal staff in the department to attend this workshop, which will take place on 27 February, 9–11.30 a.m., Conference Room 12.
The workshop consists of a theoretical part, followed by practical role-plays offering an opportunity for negotiating skills training and personal feedback from the trainer. Thus it is imperative that you arrange your schedules so that you can be present for the entire workshop.
Please let me know by 9 a.m. on Monday, 13 February by email whether you can attend.
J. Thornton
3. Arrange the memo so that everything is in the right place.
DATE: December 8, 201_
SUBJECT: Evaluation of the Staff Benefit Program at Atlantic State University
I enjoyed working on this assignment, Dave, and learned quite a bit from my analysis of the situation that will help me during the upcoming labor negotiations. Please let me know if I can provide further information.
MEMO TO: David Riggins, Director of Human Resources
The report shows that overall the staff is familiar with and values most of the benefits we offer. At the end of the report, I’ve made several recommendations regarding the possibility of issuing individualized benefit statements annually and determining the usefulness of the automobile insurance benefit, the feasibility of offering compensation for unused sick leave, and the competitiveness of our retirement program.
Here is the report evaluating our staff benefit program that you requested on October 15.
FROM: Loretta J. Santorini, Assistant Director of Human Resources
Attachment
4. The words in the brackets have their letters in the wrong order. Rearrange the letters so that they are in the correct order. Put the word with the letters in the correct order into the gaps in the sentences. The first letter of each word is given.
1. Proofreading is the final quality-control check for your d_______ (ucodetmn).
2. Remember that a reader may not know whether an incorrect word resulted from a simple typo or from the writer’s ignorance of c________(rrctcoe) usage.
3. Being almost perfect is not good enough: for example, if your telephone directory were only 99 % perfect, each page would contain about four wrong n__________ (bsremnu).
4. Don’t depend on having an assistant catch and correct every m__________(aeitsmk); become a “super blooper snooper” yourself.
5. It’s your r__________(ttnioauerp) that is at stake.
6. Take responsibility for ensuring the a________(aacccruy) of your communications, just as you take responsibility for your other mamagerial tasks.
7. Proofread for content, typographical, and format e_______(rrrseo).
8. Finally, after planning, drafting revising, formatting and proofreading your document, transmit it – confident and satisfied, that you’ve taken all reasonable steps to ensure that it achieves its o_________(bjotcesvei).
USEFUL VOCABULARY Common abbreviations used in business
a/c account
admin. Administration
approx. approximately
ASAP or asap as soon as possible
attn for the attention of
Corp. Corporation
dept department
do ditto
ea. each
enc. or encl. enclosures
etc. et cetera/and so on
ie or i.e. that is/in other words
Inc. Incorporated
incl. including/inclusive
Ltd Limited
misc. miscellaneous
N/A not applicable
p.a. per annum
p.p. per pro (on behalf of)
CEO chief executive officer
MD managing director
PA personal assistant
PDQ pretty damn quick(ly)
plc or p.l.c. Public Limited Company
PS or P.S. postscript
recd received
ref. reference (number)
© copyright
® registered trademark
™ trademark
CHECKLIST
Memos are typically:
Written in a less formal style than letters. (E-memos are more conversational and there is greater use of first-person pronouns.)
Written more often using a direct strategy. (Memos can be and still are developed using the indirect and persuasive writing strategies.)
Tone should be courteous no matter what the receiver’s level in the organization.
Conciseness is desired more so than in letters.
Clarity is as important in memos as in letters.
Message completeness is as important in memos as in letters. Degree of completeness directly impacts clarity.
Message correctness is as important in memos as in letters. In other words, are facts, dates, names, etc., correct? If not, we cause confusion, misunderstandings, and mistakes.
Subheadings are more prevalent in memos than in letters.
Lists are more common in memos than in letters.
Writing mechanics (e.g., grammar, punctuation, spelling) are just as important in memos as in letters.
WRITTEN FOLLOW UP
Having attended the in-company seminar on effective contract negotiations, you have been asked by your superior to draft a memo for some of the junior colleagues who were not present at the talk. He would like you to write a memo summarizing the most important points raised by the speaker. You should include:
a subject line;
an introductory statement of the reason for writing;
a relevant background information;
a short explanation of each point;
a concluding remark pointing to the future;
an offer to provide further information or assistance as needed.
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