Memo: [Memo Title]

Date: [Date of sending]

Memo To: [Individual(s), Department(s), or Organization(s) the memo is being sent to]
From: [Your Name, or the Name of the Department on whose behalf the memo is being sent]
Subject: [Enter a brief, 5-10 word subject line to describe the purpose’s memo]

Purpose
Provide a one-two paragraph explanation of what you’re sharing with this memo’s recipient(s). Remember to be as
direct, clear, and actionable as possible.

Background
Explain the background for this memo in one-two paragraphs. What prompted you to write this memo and share it with
those you are sending it to?

Overview and Timeline

Outline the actions associated with this memo. This section can be a description of what others did prior to the writing of
this memo and/or a list of requested action items and due dates from those reading this memo. Some facts worth
covering could include:

● What has changed (or will be changing).

● Who was (or will be) responsible for driving the change/ Who will be involved?
● How people will be affected?
● When the changes went (or will go) into effect.
● What it means for those reading this memo. / What will be done

Closing
Close things out with a final note on:

● Why employees should feel excited and motivated about this change.
● A reiteration of this memo’s key takeaway(s).
● Where and when employees should submit questions, comments, and/or concerns.
Checklist Before Sharing the Memo
❏ Is the memo less than two pages long?
❏ Is the rationale for the memo clear, justifiable, and understandable?
❏ Did you communicate concisely using direct language?
❏ Is there a way for employees to submit their questions, comments, and/or concerns?
❏ Are stakeholder action items feasible and clearly communicated, with any deadlines apparent?
❏ If appropriate, did you attach imagery, graphics, and/or charts pertaining to your memo?
❏ Did you spell check and proofread?