Memorandum

To

[Name, title], [Name, title]

From

[Your name, title]

CC

[People who need to know but not act; delete this row if there are none]

Date

[Month DD, YYYY]

Subject

[Topic and the ask, in under ten words]

Summary: [What is happening and what you need, in one to three sentences. Someone who reads only this should be able to act.]

Needed from you: [Approval / a decision / your input / no action] by [Month DD]

See an example

Subject: Approval needed by May 2: switching print vendors

Summary: Moving our catalog printing from Apex to Northline Print when the Apex contract ends on May 31 would save about $14,000 a year (18%), with the same paper stock and turnaround. I'd like your approval by May 2, so Northline can run a test batch before the June catalog goes to press.

Needed from you: Approval by May 2

Background

[Only the context the reader needs: what happened or changed, and why it comes up now. Two to five sentences.]

Key points

  • [The most important fact, finding or change]

  • [The next one, with a number, a date or a name where you have one]

  • [What it means for the reader: cost, schedule, or who is affected]

Optional: Options and a recommendation

Option

Cost

What it gets us

Risks

[Option A, the one you recommend]

[$0,000]

[The main benefit]

[What could go wrong]

[Option B]

[$0,000]

[The main benefit]

[What could go wrong]

[Do nothing]

[$0]

[What stays as it is]

[The cost of waiting]

Recommendation: [Option A, and the one reason that decides it]

Next steps

Action

Owner

Due

[What needs to happen, starting with a verb]

[Name or team]

[Month DD]

[What needs to happen]

[Name or team]

[Month DD]

[What needs to happen]

[Name or team]

[Month DD]

Send questions to [name] at [email or phone].

Attachments: [Document title, date; delete this line if there are none]