Memos

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Memos
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When to write a Memo

• In-house
• Create a record
• Report information on projects
• To Receive help or feedback

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When to Write a Memo (contd)

• Remind others of deadlines, dates, duties
• Recommend or explain changes in policies
  procedures
• Reinforce goals, opportunities, achievements

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Proper Heading

• Memorandum (centered)
• Date
• To
• From
• Subject

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Organization

• Opening
• Expands on Subject Line
• Middle
• Details
• Closing
• Action Item

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Characteristics of Good Memo

• Properly Formatted
• Focused
• Professional tone
• Reader-oriented
• Includes action item

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Memo Assignment

• As the office manager, you have been put in
  charge of implementing a new online system for
  setting up patient appointments for the 5 doctors
  in the medical practice where you work.
• You must arrange for input from the physicians,
  staff, and selected clients on what they want in
  the system
• You must establish a project timeline
• You must arrange training