Video summary

Writing a Clear Business Memo

Main summary

Key takeaways

Educational

Main ideas / lessons

  • Purpose of a business memo: A memo updates colleagues on important information or announces workplace news in a formal way for a specific audience.
  • Memo basics: Memos are commonly created using a word processor and distributed (often printed). Their format resembles email.
  • Header structure matters: A memo typically begins with a header section containing key details (recipients, author, date, subject).
  • How to write the body: Start each paragraph with the main point first to keep the message clear and easy to follow.
  • Use formatting for clarity: Bullets and/or numbered lists help organize points and improve readability.
  • Tone/structure conventions:
    • Memos usually skip greetings (e.g., no “Dear Ms. Lawson”).
    • Memos generally don’t include a farewell, though a brief one may be acceptable depending on company style.
  • Quality control: Revise and, ideally, ask a colleague for feedback before sending to ensure professionalism and effectiveness.
  • Outcome: With practice, memos become more efficient, polished, and effective.

Methodology / instructions (detailed)

When to use a memo

  • Use a business memo to communicate important updates or announcements.
  • Target the memo to a specific workplace audience in a formal context.

Create the document

  • Use a word processor to draft the memo.
  • Format it similarly to an email.

Write the header

  • For each recipient: include name + job title
    • Example: Miranda Lawson, Director of Marketing
  • For a designated group: list the group name
    • Example: Accounting Department
  • Include the author’s name and title
  • Write the full date (month, day, year)
  • Provide a brief, descriptive subject line

Write the body

  • Do not include a greeting (no “Dear …”); jump straight into the content.
  • For every paragraph, place the main point first.
  • Use bullets and/or numbered lists to present information clearly.

Closing

  • Generally omit a farewell.
  • If you include one, keep it brief and consistent with company style.

Finalize

  • Revise the memo before submission.
  • Get feedback from a colleague if possible to ensure clarity and professionalism.

Speakers / sources featured

  • Goodwill Community Foundation (appears in the closing line)

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