Business Memo Checklist


business memo checklist template
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How to make a Business Memorandum? What is important to write in a Memo? Download this Business Memo checklist here.


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How to make a Business Memorandum? What is important to write in a Memo? Download this Business Memo checklist here.

When creating a "Business Memo" or “Business Memorandum”, place the word centered at the top, followed by a To line, a From line, a Dateline, a Subject line, and then the actual body of the message. The primary motive behind memo writing is to broadcast information to a large group of people. 

A few other ways in which memos are used are: 

  • To recount an event or piece of information;
  • To send a reminder;
  • To pass or circulate information;
  • To highlight an event;
  • To keep an official record of anything.

Example format of a Memo: 
  1. Opening – Get to the point in the opening paragraph. Keep things simple and short. Make it easy and fast to read.
  2. Summary – Summarize any historical or contextual information needed to support the opening paragraph. 
  3. Conclusion – End with a call to action. As our company continues to grow Evidence or reason to support your opening paragraph. Please let me know if you have any questions. In the meantime, I'd appreciate your cooperation as official business information takes place.

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start writing a business memo. Writing a business memo effectively is essential to ensure that your message is clear, concise, and impactful. Here are some important things to consider when writing a business memo:

What is important to consider when writing a Business Memo?

  • Check your letterhead.
  • Sign your initials after your typed/printed name on the “From” line.
  • Check the date.
  • Clear purpose: Provide strong, clear subject line with a clear purpose Start your memo with a clear and specific purpose statement. State why you are writing the memo and what you hope to achieve with it.
  • Proofread for correctness. Carefully proofread and edit your memo for grammar, spelling, and punctuation errors. A well-written memo reflects positively on your professionalism.
  • Audience Analysis: Before you start writing, consider who your audience is. Understanding their needs, expectations, and level of familiarity with the topic will help you tailor your memo appropriately.
  • Concise and Focused Content: Keep your memo concise and to the point. Stick to the main message and avoid unnecessary details or tangents. Be sure to cover the key points without overwhelming the reader.
  • Use a Professional Tone: Maintain a professional and respectful tone throughout the memo. Avoid jargon, slang, or informal language unless it's appropriate for the context and the audience.
  • Structured Format: Follow a standard memo format, including headings for "To," "From," "Date," "Subject," and "Message" or "Body." This helps organize your memo and makes it easier to navigate.
  • Introduction: Provide a brief introduction that sets the context and outlines the purpose of the memo. This helps the reader understand what to expect.
  • Use Headings and Subheadings: If your memo is longer or covers multiple topics, use headings and subheadings to break up the content and make it easier to skim.
  • Bullet Points and Lists: Use bullet points or numbered lists to present information when appropriate. This format is helpful for conveying lists, instructions, or steps.
  • Clarity and Precision: Use clear and precise language. Avoid vague or ambiguous statements. If necessary, define technical terms or acronyms.
  • Supporting Evidence: Back up your points with relevant data, facts, or evidence. This adds credibility to your memo and helps the reader understand the basis for your recommendations or decisions.
  • Call to Action or Conclusion: Summarize the key points and provide a clear call to action or conclusion. Make it clear what steps need to be taken or what decisions have been made.
  • Attachments and References: If you include attachments or refer to external documents, be sure to provide proper references and context. Use clear labels for attachments.
  • Consider the Visual Presentation: Pay attention to the visual presentation of your memo. Use a readable font and formatting. Ensure that the document is well-organized and easy to scan.
  • Distribution: Send the memo to the appropriate recipients, either in print or electronically, depending on your company's communication practices.
  • Follow-Up: If your memo requires action or a response, follow up to ensure that the necessary steps are taken or questions are addressed.
  • Confidentiality: If the information in the memo is sensitive or confidential, clearly mark it as such and restrict its distribution accordingly.
  • By paying attention to these important considerations, you can create a well-crafted business memo that effectively communicates your message and achieves its intended purpose.

By paying attention to these important considerations, you can create a well-crafted business memo that effectively communicates your message and achieves its intended purpose.

Examples of a Business Memo: 

  • Dear All, To Whom It May Concern,
  • I'm writing to inform you that {{reason for writing memo}}.
  • As our company continues to grow … {{evidence or reason to support your opening paragraph}}.
  • Please let me know if you have any questions. In the meantime, I'd appreciate your cooperation as {{official business information}} takes place.
  • Opening – Get to the point in the opening paragraph. Keep things simple and short. Make it easy and fast to read. 
  • Summary – Summarize any historical or contextual information needed to support the opening paragraph. 
  • Conclusion – End with a call to action. 
  • As our company continues to grow Evidence or reason to support your opening paragraph. Please let me know if you have any questions. 
  • In the meantime, I'd appreciate your cooperation as official business information takes place. 
  • Yours sincerely,

If you are developing a business memo for your company to send to your colleagues or employees, and prefer to have a suitable memo example, download this sample for your reference.

We provide this standardized Business Strategy Memo Format template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!

Using our business and sales memo templates guarantees you will stimulate your sales force, it will save you time, cost and efforts, and it will bring your company to the next level! Check out these easy-to-download business memo examples for your reference.


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