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]