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How do I send a memo?

Published in Internal Communication 4 mins read

To send a memo effectively, you first need to structure its content clearly and concisely, then distribute it through the appropriate channels for your organization. A well-prepared memo ensures your message is formally conveyed and easily understood by its recipients.

Understanding Memo Essentials

A memo, short for memorandum, is a written message used for internal communication within an organization. It's crucial for relaying important updates, policies, announcements, or requests to staff members. Before sending, ensure your memo includes all necessary components to provide context and clarity.

Key Components of a Memo Header

The header provides immediate essential information about the memo's purpose and recipients. Based on standard practices, a memo should always begin with the following core elements:

Component Description Example
MEMO Clearly labels the document as a memorandum. MEMO
To: Full names and job titles of all primary recipients, including those CC'd. To: All Staff; To: Jane Doe, Marketing Manager; John Smith, Sales Director (CC)
From: Your full name and job title. From: Daniel Smythe, HR Manager
Date: The specific date the memo is being sent. Date: 27-Sept-2023
Subject: A brief, clear summary of what the memo is about. Subject: New Remote Work Policy Update
Attached: If applicable, the name and type of any attached files. Attached: RemoteWorkPolicy_V2.pdf

Crafting the Memo Body

Beyond the header, the body of your memo should follow a logical flow to deliver your message efficiently.

  • Introduction: State the main purpose of the memo upfront. Why are you writing it?
  • Background/Discussion: Provide any necessary context or details that support your main point. Keep it concise and fact-based.
  • Action/Recommendation: Clearly state what action is required from the recipients or what outcome you expect. Be specific.
  • Closing: A brief concluding statement, often reiterating a positive outcome or offering further assistance.

Methods for Sending a Memo

Once your memo is fully drafted and reviewed for accuracy and clarity, the method of sending depends on your organization's standard practices and the urgency/audience of the message.

1. Email Distribution

This is the most common method for sending memos in modern workplaces.

  • Format: Copy and paste the memo content directly into the email body, or attach it as a PDF/Word document. Attaching as a PDF ensures formatting consistency across different devices.
  • Recipient List: Use the "To" and "CC" fields of your email client to match the memo's header.
  • Subject Line: Use the memo's subject line for the email subject to maintain consistency.
  • Attachments: Ensure any files mentioned in the "Attached" line are properly attached to the email.

2. Internal Communication Platforms

Many organizations utilize dedicated platforms for internal announcements.

  • Company Intranet: Upload the memo to a designated section of the company intranet for easy access by all employees.
  • Team Collaboration Tools: Post the memo in relevant channels or groups within tools like Slack, Microsoft Teams, or Google Workspace. This can facilitate discussion and immediate queries.

3. Physical Distribution

For certain contexts or organizations, physical memos may still be used.

  • Printed Copies: Print copies of the memo and distribute them to individual mailboxes, departmental trays, or post them on official notice boards.
  • Mail Merge: For larger organizations, use a mail merge feature to print customized memos for each recipient.

Best Practices for Sending

  • Proofread Carefully: Before sending, always proofread for any grammatical errors, typos, or factual inaccuracies.
  • Consider Your Audience: Tailor the language and level of detail to your specific recipients.
  • Call to Action: If an action is required, make it unambiguous and provide a clear deadline if applicable.
  • File Naming: If attaching a document, use a clear and descriptive file name.
  • Follow-Up: For important memos, consider a follow-up if no response is received or if the message requires acknowledgment.