Memo, Itinerary, Minutes,

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Memo, Itinerary, Minutes, Agenda

• Business Communications

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MEMO

• Memos are written messages used to communicate
  with individuals within an organization.
• Memos are often read by many people.
• Memos may be written to
• Ask for information
• Call to action
• To respond to a request for information

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Parts of a MEMO

• TO (who is sending the memo)
• FROM (Who the memo is from)
• DATE (The date the memo is sent)
• SUBJECT (What the memo is about)
• BODY (The message of the memo)
• The body should contain these key components of a
  business letter
• an opening that clarifies why the memo is being
  sent
• details that are needed for understanding or
  support of what is being presented or asked
• a closing that makes clear what action is
  requested.

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Sample Memo
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Agenda

• A listing of what is to take place during the
  meeting.
• It provides a blue print or path for the meeting
  to follow.
• Distribute (by email) the agenda before the
  meeting, so that members of the group have a
  chance to prepare for the meeting.

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Sample Agenda
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Minutes

• A record of who attended the meeting and what
  took place
• Include
• Name of committee
• Date of meeting
• Time and place
• Name of person leading meeting
• List of names of people attending
• Time and place of next meeting

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Minute Tips

• One person is usually given the task of writing
  the minutes.
• Keep the minutes short and to the point.
• Either write the minutes as the meeting happens
  (if the minutes secretary is a fast typist!), or
  immediately after the meeting. The sooner they
  are done, the more accurate they are.

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Sample Minutes
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Itinerary

• A record of travel plans
• Include
• Where the person is going
• Date of departure and return
• Class of travel
• Hotel accommodations
• Rental car details
• Sometimes prepared by travel agent

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Sample Itinerary
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Sample Itinerary (cont)
sundaymorningrugby.com/travel.htm
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Invoice (Bill)

• A legal document given by a vendor to a customer
  to show proof goods were sold to the customer.
• The invoice indicates to the customer how much
  money is due or has been paid to the vendor.
• (similar to a bill)

http//www.ezysoft-dev.com/sample-invoice.htm
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Invoice Tips

• The vendor should keep a copy of the invoice to
  show proof goods or services were sold or
  provided
• The customer should keep a copy of the invoice as
  a record of their purchase or expenses
• Invoices may be sent when goods or services are
  delivered or after the goods or services have
  been delivered.

http//www.ezysoft-dev.com/sample-invoice.htm
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What Should Be Included in an Invoice
Letterhead
An invoice number
Your customer or client name and address.
Date
A description of the goods your supplying and
quanity or if services the scope of work provided
Total Amount of all individual items
Your payment terms or how soon you expect to get
paid
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Using Templates

• Templates can be used in Microsoft Word to write
  memos, agendas, itineraries, agendas, minutes,
  and invoices.

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Assignment