How to write a memo [with templates and examples] | Zapier (2024)

Memos are the unsung heroes of business communication and, ironically, a Hollywood tool used to patch over glaring plot holes that 12 writers in a room couldn't figure out. I'm no seasoned Hollywood critic, but "Didn't you get the memo?" must be one of the most overused catalyst phrases in cinematic history.

In business applications, memos are simple documents that briefly and accurately convey internal communications in a way that lengthy reports can't. The whole idea is to highlight important or urgent information in a digestible format.

Contrary to common belief, memos aren't always written on sticky notes and don't always fix bad screenwriting. But they do facilitate internal communication in a unique way that has kept them present in the business world for decades running.

Table of contents:

• What is a memorandum (memo)?

• How to write a memo

• 5 memo templates to get you started

• 4 business memo examples

• Tips for using memo templates effectively

What is a memorandum (memo)?

A memo is a concise written message that communicates important information like directives, updates, announcements, or policy changes. While a report includes context, conclusions, and detailed information, a memo briefly highlights a specific point whenever you just need to hit the broad strokes quickly and get a head start on any urgent internal developments.

It's an effective communication channel that can be distributed physically in an office or incorporated alongside emails in a more digital communication setting. For example, you can use a memo to alert your staff of new policies and refer them to reports, documents, or emails with more context.

I like to think of sirens as the memo and the police officer at my window as the full report. The former does a great job of alerting me to my shortcomings as a driver, and the latter lets me know exactly how.

How to write a memo

Pop culture would have you believe that you need sticky notes or tiny cards to write a memo. Giving credit where it's due, "The Office" managed to do its part to dispel the stereotype, and I'm sure all memo enthusiasts are ever thankful for the effort.

While there's no restriction on the size or color of the paper you use, the font, or background colors you feel are most soothing for urgent news, there's a memo format that helps this message provide all the information it's intended to deliver and remain brief at the same time.

I'd like to demystify yet another business tool that Hollywood just decided to overwork for three decades and show you how to write a memo in four easy steps.

1. Write a clear and concise heading

Your heading makes it clear who the memo is from, who it's for, and what it relates to, as well as the date of its distribution. A well-written heading identifies the parties the message is meant for and the main topic of conversation.

2. Include a simple introduction

Your introduction should take up the first two or three sentences of the memo's body. This is where you provide context, summarizing the subject and pointing out the purpose of the message.

3. Write a body that accurately captures your message

With the introduction providing just enough context for the reader to understand the point of the memo, it's time to focus on providing a bit more detail.

Start by making a list of any resources, contact points, or action items that relate to the matter at hand. Outline these details in the body, so your team knows what to do next.

4. Conclude with a professional closing statement

This is where you get to designate yourself and any other lucky souls who get to reply to everyone's questions, emails, and team chat app messages. The closing statement should outline relevant points of contact and how your team can reach them.

5 memo templates to get you started

Despite the structured format, a memo is flexible enough to convey different types of messages. Understandably, the message will likely look different depending on the topic at hand. For example, You can expect a meeting agenda memo to adopt a bullet point-heavy approach, while a progress report memo will probably be more detailed. Here are five memo templates to showcase those differences.

Policy change memo

This memo template contains a section dedicated to the policy change's most important details, like an outline of the previous policy, a brief description of the new policy, and the date that the change goes into effect. This information should always be shared first to clearly communicate the change.

The second section of the body contains the reason for the policy change and some context regarding the expected impact on employees and the next steps.

Tip: Outline the previous policy details in the memo, so readers can easily identify the changes.

Meeting agenda memo

This memo template focuses on breaking down a meeting into easily digestible bullet points that outline the structure of the meeting and briefly explain each topic of conversation. This helps keep your team aligned, organized, and focused, so the meeting can be as productive as possible.

Tip: Provide your team with a timeline for submissions ahead of the meeting to allow time for creative contributions.

Progress report memo

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Progress report memos often come across as any report would. The difference is in the amount of detail and context included in the document. A progress report memo shouldn't delve too deep into the nitty-gritty of your hard-earned retainer—it should concisely highlight key achievements.

Tip: Use the "Challenges encountered" section to keep your team in the loop regarding difficulties that need to be considered for upcoming milestones or future progress report memos.

Instructional memo

Instructional memos can be very helpful when a new process is implemented or when a new hire needs to be informed about how to accomplish a certain task. This memo is a step-by-step guide at its core.

Tip: Make sure to provide more detailed resources or training materials that further elaborate on the contents of the memo.

Request memo

Request memos are one of the most popular types of memos and are used for both internal and external communication. For example, an employee could use a request memo to seek additional resources for a project or approval to attend a training event. A business can also send a request memo to a supplier requesting a quote for services or goods.

Tip: Since it's a request, make sure your memo provides enough context and background information to be as persuasive as needed.

Business memo examples in action

I realize that memos aren't the most cinematic item on anyone's mind, but I'm determined to go the extra mile that movies will not and show you what a memo looks like in practice.

Office closure memo

Depending on where you live, this might be a familiar sight. I've worked in tropical weather for the majority of my career, so this particular memo is just a bizarre mythical thing that I deny exists on Reddit threads.

If such a thing existed, it would efficiently highlight the issue, the solution, and most importantly, the dates it pertains to. In this example, the date in question is mentioned three times.

Company event memo

Memos for team events and company picnics generally read like an invitation, with the event details highlighted at the very beginning of the document. This way, your team will already be putting together a plan to keep Matthew away from the grill 10 seconds into reading the memo.

PTO policy change memo

This example of a policy change memo is long compared to what you might expect, but given the topic, it's imperative to provide as much context as possible before people start banging on your door with pitchforks to talk about PTO.

The way it's presented reflects exactly what the change is about and shows employees it's a positive adjustment that warrants absolutely no pitchforks on company grounds.

Strategy meeting agenda memo

People underestimate just how helpful a meeting agenda can be. A memo like this goes a long way in preparing each team member to contribute to their segment and alleviates a lot of the anticipation and stress around work meetings. It also maintains a smooth flow of conversation and limits irrelevant tangents. No one likes awkward silence during meetings. It's usually just not fun for everyone involved.

Tips for using memo templates effectively

While a template can help you write a well-structured memo, it's important to make it your own. Be it the writing style, the visual aspect, or the information itself, business communication is most effective when it's personalized.

• Incorporate your brand: You can use your company logo and unique brand colors or themes.

• Ensure consistency in memo writing: As memos become a part of your communication processes, it's important to be consistent in how they're written and presented.

• Implement a review and revision process: Reduce the chances of errors and typos by having a reviewer proofread your memo and approve its contents.

I've always believed that seamless business communication isn't about copying and pasting a complex system that might not work for your company. It's more about making the most of available communication tools and channels until they naturally develop into a system that serves your needs.

Will you be annoyed every time a coworker says, "Did you get the memo?" Yes, you will be. Will it be time-consuming to keep up with this form of business communication? Also yes. But that's a give and take every business reaches in its own time.

And that's where building automated systems for your business-critical workflows comes into play, putting in your hands the capacity to customize how incoming information is automatically communicated across your team.

Related reading:

• Tips for communicating on a remote team

• 3 easy ways to communicate with clients asynchronously

• 7 meeting minutes templates for more productive meetings