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Office Order to Employee for Additional Responsibility

There are many situations when a company is bound to task its existing employees with more responsibilities. In this situation, the company issues an order to the employee.

Every organization issuing this memorandum should responsibly provide the details. Delegating additional responsibilities might not be good news for many employees. Therefore, informing the employees about it should be done with a very careful choice of words.

Make sure that the order issued by the office is not too long. Simply outline some important details and then close the letter by communicating your expectations to the reader.

This is a letter or a memorandum that issues an order for the employee to let him know that the company is assigning some additional responsibilities to him. This letter generally outlines the decision of the office. Other details related to the assignment of additional duties are also outlined in this letter.

Following are the details that must be mentioned in the order issued by the office:

• The description of the order regarding the assignment of additional responsibilities to the employee
• The reason for tasking the employee with extra responsibilities.
• Description of the bonus or incentive the employee will be given after he has successfully fulfilled all the responsibilities.
• Details of how long the extra duties will be performed by the employee.

Read two sample letters given below for clarification of how to write these types of letters:

Sample letter 1:

Subject: Letter for additional responsibility for [XYZ]

Dear Miss Lisa,

This letter is being written to inform you that the company has decided to bring some changes to your job responsibilities. As per the decision, you will be fulfilling some additional responsibilities for a period of 2 months. This decision will be effective from 1st October 202X.

The company has taken this decision after there has been a shortage of workforce in the company. The position of manager is very crucial and we cannot afford to hire a new candidate for this position. Considering your exceptional performance in the office, we have decided to assign you some extra job responsibilities. You will be required to work 2 hours extra for the office. In addition, your salary will be 30% increased.

We hope that you will cooperate with us. Moreover, we assure you that you will not be burdened as this decision has been taken after considering lots of factors. If you have any questions regarding this order, we can organize a face-to-face meeting with you. Thank you so much for your support.

Format: Word 2003+ Size: 39 Kb

Sample letter 2:

Subject: Additional responsibility designated to [X] for [ABC]

Please find this memorandum as a formal office notification with an official order of assigning additional job duties to you. As you are already working as a customer representative for our company, now you will also handle our three social media channels in order to coordinate with our digital customers. This will help the company grow.

Our company is expanding its services and size and therefore, we have decided to use social media for marketing purposes. After thorough research, we have come to know that our customers and clients want to see us digitally present.

We have decided to ask you to take on additional responsibilities because you are a very responsive person and we believe that you can easily handle these new job roles. In addition, you also have experience now of dealing with customers which, we believe that you are the most suitable person for this job.

We are going to give you a 10% raise in your salary so that you can showcase your changing job roles. We would also love to appreciate you through an increment in your salary.

We are very excited to see you perform these job tasks that are added to your job responsibilities. Thank you so much for your coordination.

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• Advice Letter to Subordinate on Effective Communication
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• Letter to Patient for Feedback/Responding Survey/Online Form

Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Parts of a Memo

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Standard memos are divided into segments to organize the information and to help achieve the writer's purpose.

Heading Segment

The heading segment follows this general format:

Make sure you address the reader by his or her correct name and job title. You might call the company president "Maxi" on the golf course or in an informal note, but "Rita Maxwell, President" would be more appropriate for a formal memo. Be specific and concise in your subject line. For example, "Clothes" as a subject line could mean anything from a dress code update to a production issue. Instead use something like, "Fall Clothes Line Promotion."

Opening Segment

The purpose of a memo is usually found in the opening paragraph and includes: the purpose of the memo, the context and problem, and the specific assignment or task. Before indulging the reader with details and the context, give the reader a brief overview of what the memo will be about. Choosing how specific your introduction will be depends on your memo plan style. The more direct the memo plan, the more explicit the introduction should be. Including the purpose of the memo will help clarify the reason the audience should read this document. The introduction should be brief: approximately the length of a short paragraph.

The context is the event, circumstance, or background of the problem you are solving. You may use a paragraph or a few sentences to establish the background and state the problem. Oftentimes it is sufficient to use the opening of a sentence to completely explain the context, such as,

Include only what your reader needs, but be sure it is clear.

Task Segment

One essential portion of a memo is the task statement where you should describe what you are doing to help solve the problem. If the action was requested, your task may be indicated by a sentence opening like,

If you want to explain your intentions, you might say,

Include only as much information as is needed by the decision-makers in the context, but be convincing that a real problem exists. Do not ramble on with insignificant details. If you are having trouble putting the task into words, consider whether you have clarified the situation. You may need to do more planning before you're ready to write your memo. Make sure your purpose-statement forecast divides your subject into the most important topics that the decision-maker needs.

Summary Segment

If your memo is longer than a page, you may want to include a separate summary segment. However, this section is not necessary for short memos and should not take up a significant amount of space. This segment provides a brief statement of the key recommendations you have reached. These will help your reader understand the key points of the memo immediately. This segment may also include references to methods and sources you have used in your research.

Discussion Segments

The discussion segments are the longest portions of the memo, and are the parts in which you include all the details that support your ideas. Begin with the information that is most important. This may mean that you will start with key findings or recommendations. Start with your most general information and move to your specific or supporting facts. (Be sure to use the same format when including details: strongest to weakest.) The discussion segments include the supporting ideas, facts, and research that back up your argument in the memo. Include strong points and evidence to persuade the reader to follow your recommended actions. If this section is inadequate, the memo will not be as effective as it could be.

Closing Segment

After the reader has absorbed all of your information, you want to close with a courteous ending that states what action you want your reader to take. Make sure you consider how the reader will benefit from the desired actions and how you can make those actions easier. For example, you might say,

Necessary Attachments

Make sure you document your findings or provide detailed information whenever necessary. You can do this by attaching lists, graphs, tables, etc. at the end of your memo. Be sure to refer to your attachments in your memo and add a notation about what is attached below your closing, like this:

How to Write a Memo That Assigns Additional Duties

by Anam Ahmed

Published on 29 Apr 2019

The business environment is dynamic and constantly changing. Successful companies know how to adapt to the fluctuations in the marketplace by adjusting their offerings to meet the needs of consumers. In order for that to happen, companies need to be able to remain flexible with their internal organizational structure. Sometimes, it’s necessary to change roles and responsibilities within the company in order to complement the external environment.

Review the Current Job Description

If your organization needs to make some changes to an employee’s job responsibilities, you’ll need to provide them with the details in writing. Having a brief discussion with the employee is also useful as it enables them to ask questions and gain clarification. The memo acts as a written confirmation of what is discussed between you and the employee. The additional responsibilities letter format is short and clearly outlines what changes the employee can expect.

Before you draft your memo, review the employee’s current job description so you have a comprehensive understanding of what they do now. You may also want to review their past performance reviews to see what their strengths and weaknesses are. This will help you determine what kinds of changes the employee will be able to handle successfully.

For example, if your employee is a customer service representative, you may wish to increase their role by having them respond to customer inquiries over social media as well. However, if in their past performance reviews they have not had a great track record of written communication, then this may not be the best change in duties for them. However, if they excel in written communication and social media management, they may thrive with the new responsibility.

Make Sure the Changes Are Feasible

Ensure that the changes you want to make to the employee’s job description are realistic . If they already have too many tasks on their plate, then adding even more duties may overwhelm them and cause a loss in productivity. If you’re adding on additional responsibilities, you may also need to remove some other duties.

When learning about additional responsibilities, employees will want to know whether they will be compensated to reflect the changes in their role. A good sample memo for duties and responsibilities outlines if any changes will be made to the employee’s salary as a result of the changes in their job description. Ensure this increase in salary is within the budget.

Structure a Sample Letter of Duties and Responsibilities Carefully

Open your memo by stating the intention for the letter. Tell the employee that you are changing their job description. Also mention why the change is happening as it relates to the business.

In the next paragraph, focus on the employee’s strengths and the value they bring to the organization. Build on that by outlining the additional responsibilities they will be taking over. If you’re removing some of their duties to account for this change, let them know who will be taking over those areas.

Finally, if there will be a change to the employee’s salary as a result of their increasing job description, tell them about the change and from when it will be effective. Sign off by sharing your excitement for what this means for their career and for the organization. Offer to answer any questions and share next steps .

Sample Letter for Change in Job Responsibilities

Subject: Your new role

I’m writing to inform you about a change in your job description at XYZ Corp. In addition to your duties as Customer Service Representative, you will now also be responding to customer questions over our three social media channels. As we grow our business, we’re expanding the way we service our customers. We’ve conducted research with many clients and this is a service they are eager to have.

Since you’ve been with us here, you have excelled in all areas of customer service, particularly in the areas of written communication and timely response. These skills will be critical to your new responsibilities.

To reflect your changing responsibilities within our organization, and to show our appreciation for your work, you will receive a 3 percent raise effective immediately.

We’re thrilled about this new development and look forward to seeing you grow in your expanding role. Feel free to reach out if you have any questions. We’ll schedule a meeting to discuss the next steps moving forward.

Best wishes,

5 Templates and 7 Examples: How to Write a Memo

By Status.net Editorial Team on December 22, 2023 — 16 minutes to read

• Essential Elements of a Memo Part 1
• Drafting a Professional Memo Part 2
• Standard Memo Template Part 3
• Standard Memo Example Part 4
• Update Memo Template Part 5
• Example of a Project Update Memo Part 6
• Example of a Policy Change Memo Part 7
• Request Memo Template Part 8
• Example of a Request Memo Part 9
• Steps for creating an HR Memo Part 10
• HR Memo Template Part 11
• Example of an HR Memo Part 12
• Writing a Communication-Focused Memo Part 13
• How To Tailor a Memo for Students or Academic Purposes Part 14
• Academic Memo Template Part 15
• Academic Memo Example Part 16
• Tips for Effective Memo Writing Part 17

Memos, short for memorandums, are a way of communicating information within an organization. They often have a specific goal in mind, like providing updates, outlining policies, or assigning tasks. Knowing how to craft a well-written memo is a valuable skill in today’s workplace: it can help streamline workflows and effectively convey your message.

Part 1 Essential Elements of a Memo

The header is the first part of your memo and includes necessary information like the recipient’s name, your name, the date, and the subject.

For example: To: All Employees From: (Your Name), (Your Position) Date: November 15, 2024 Subject: Updated Vacation Policy

The body of your memo should be concise and to the point. Start by providing context to the reader about why the memo is essential. Then, present the main points with clear headings and bullet points for easy reading.

For example: Dear Team,

Our company has recently revised its vacation policy to better align with industry standards. Please review the key changes outlined below:

* Annual leave increased from 10 days to 15 days * Carryover limit of 5 unused days per year * New approval process via Employee Portal

These changes will take effect on January 1, 2025. Ensure you familiarize yourself with the updated policy and follow the new procedures.

End your memo with any essential action items or reminders necessary for the reader. If you expect a reply or want the recipient to take action, kindly state your expectations. Also, provide your contact information for any further questions or discussion.

For example: Please submit your updated vacation requests for 2025 using the new approval process on the Employee Portal by December 1, 2024. If you have any questions or concerns, feel free to reach out to me at [email protected] or extension 123.

Best regards, (Name) (Position)

Part 2 Drafting a Professional Memo

What are some key elements to include in a memo.

When writing a memo, make sure to include these key elements:

• A clear and informative subject line
• The date, sender’s name, and recipient’s name
• A concise introduction stating the memo’s purpose
• Well-organized information, using bullet points or numbered lists if necessary
• Appropriate call-to-action (if needed)
• Polite and professional language.

How can I make a memo clear and concise?

• Use short sentences and paragraphs
• Use clear, straightforward language
• Stick to the main points and eliminate unnecessary information
• Structure your memo logically, with headings and subheadings
• Proofread and edit to remove any errors or ambiguity.

Part 3 Standard Memo Template

A basic memo format typically includes a header with “To”, “From”, “Date”, and “Subject” followed by the body text. Here’s an outline to get you started:

To: [Recipient] From: [Your Name] Date: [Date] Subject: [Subject]

[Opening statement or purpose of the memo]

[Provide relevant details, supporting information, or context]

[Summarize any key takeaways or actionable items]

Part 4 Standard Memo Example

To: All Staff From: (…), HR Manager Date: (…) Subject: Reminder of Company Dress Code

As we approach the warmer months, I’d like to take this opportunity to remind everyone of the company’s dress code policy.

Our dress code aims to balance professional attire with comfort, ensuring that all employees maintain a standard of appearance that is appropriate for our work environment. Please refer to the employee handbook for the full dress code policy, but here are some key points to remember:

– Clothing should be clean, pressed, and not show excessive wear. – Business casual attire is acceptable Monday through Thursday, with casual attire permitted on Fridays. – Items such as flip-flops, tank tops, and shorts are not considered appropriate office wear. – Any clothing displaying offensive or inappropriate language or imagery is strictly prohibited.

Please keep these guidelines in mind when selecting your attire for work. It’s important that we all contribute to a workplace environment that is comfortable and professional.

If you have any questions about the dress code or need clarification on specific attire, please do not hesitate to contact the HR department.

Thank you for your cooperation and attention to this matter.

Best regards, Jane Smith

Part 5 Update Memo Template

An update memo is explicitly used to provide updates or progress on a project, task, or situation. This template outlines what you need to include:

[Summary of the update or progress of the project/task]

[Bullet or numbered list of key updates, achievements, or milestones]

1. [Update 1] 2. [Update 2] 3. [Update 3]

[Describe any challenges, obstacles, or concerns]

[Detail next steps, action items, or plans]

[Close with any additional information or reminders]

Part 6 Example of a Project Update Memo

When you need to inform your team about the progress of a project, use a project update memo. Start by briefly stating the project’s purpose, and then provide the current status of the project. Include important updates, such as milestones reached, achievements, or challenges faced. Share any changes to the project timeline or budget. Be sure to highlight specific team members’ contributions and express gratitude for their efforts.

To: [Project Team Members] From: [Your Name] Date: [Current Date] Subject: Update on [Project Name]

I am writing to provide you with the latest updates on the progress of our [Project Name], which aims to [briefly state the project’s purpose].

As of today, I am pleased to report that we have successfully reached several key milestones, including [list milestones reached]. These achievements reflect the hard work and dedication of every team member involved.

However, we have encountered a few challenges, namely [describe challenges faced]. We are actively working on addressing these issues and remain committed to keeping the project on track.

Please note that there have been some adjustments to our project timeline [and/or budget]. [Detail any changes, such as extensions or additional costs, and the reasons for these changes].

I would like to extend a special thanks to [specific team members] for their exceptional contributions [describe contributions]. Your efforts have not gone unnoticed and are greatly appreciated.

Looking ahead, we are focusing on [next steps or upcoming milestones], and I am confident that we will continue to make significant progress.

Thank you all for your continued hard work and dedication to the success of [Project Name].

Best regards, [Your Name]

Part 7 Example of a Policy Change Memo

For announcing a policy change within your organization, a policy change memo is necessary. Start by stating the purpose of the memo and clearly mention the policy being updated or replaced. Describe the reasoning behind the change and outline the new policy. Provide a timeline for when the new policy will be effective and whether there will be a transition period. If necessary, include any additional resources, such as training materials or contact information for employees with questions about the change. Be sure to thank your employees for their understanding and cooperation.

To: [All Employees] From: [Your Name] Date: [Current Date] Subject: Important Policy Change Announcement

This memo serves to inform you of an upcoming change to our company’s policy regarding [mention the topic of the policy being updated or replaced]. This change is part of our ongoing efforts to [briefly describe the reasoning behind the change].

Effective [effective date], the new policy will [outline the new policy in detail]. This update is designed to [explain the benefits or purpose of the new policy].

To ensure a smooth transition, we have established a grace period until [end of transition period], during which we will provide [additional resources, such as training materials or contact information].

We understand that changes can require adjustments, and we want to thank you in advance for your understanding and cooperation as we implement this new policy.

If you have any questions or require further clarification, please do not hesitate to reach out to [contact person or department].

Thank you for your continued commitment to our company’s values and standards.

Sincerely, [Your Name]

Part 8 Request Memo Template

[Explain the purpose of your request and any necessary background information]

[Describe your request, being clear about what action you’d like the recipient to take]

[Explain the benefits or reasons for the request, including any potential impacts or implications]

[Specify any deadlines or priority levels]

[Thank the recipient for their time and consideration]

Part 9 Example of a Request Memo

When making a request within your company, whether for resources, approvals, or assistance, a request memo can help you communicate professionally. Start your memo by clearly stating the purpose of your request and providing any necessary background information. Outline what you need and explain why it’s important to the success of the project or task. If applicable, include a timeline or deadline for your request. Be courteous and express gratitude for any consideration given to your request.

To: [Recipient’s Name or Department] From: [Your Name] Date: [Current Date] Subject: Request for [Resources/Approvals/Assistance]

Dear [Recipient’s Name or Department],

I am writing to formally request [briefly state your request] in order to [explain the purpose and importance of the request to the project or task].

The background of this request is [provide any necessary background information]. This is crucial for [explain why the request is important for the success of the project or task].

To meet our project goals, we would need [outline what you need] by [state the timeline or deadline for your request].

Your support in this matter is greatly appreciated, and I am confident that with your assistance, we can achieve [describe the positive outcome expected from fulfilling the request].

Thank you for considering this request. Please let me know if you require any further information or if there is any way I can assist in facilitating this process.

Part 10 Steps for creating an HR Memo

For an HR memo, follow these steps:

• Choose a specific purpose or topic related to HR (e.g., new policy, reminders, updates).
• Write a clear and informative subject line.
• Address the memo to the appropriate recipients.
• Begin with an introduction that states the purpose.
• Organize the information in a logical and easy-to-follow manner.
• Offer any necessary instructions or actions required from the recipients.
• Maintain a professional and respectful tone.
• End with your contact information for any follow-up questions.

Part 11 HR Memo Template

To: [Recipient(s)] From: [Your Name/Position] Date: [Date] Subject: [Clear and Informative Subject Line]

[Introduction]

Begin with a greeting and a concise introduction that immediately informs the reader of the memo’s purpose. This section sets the stage for the details to follow and should be clear and direct.

[Purpose or Topic]

Clearly state the specific HR-related purpose or topic of the memo. This could be about a new policy, a reminder about existing policies, updates to HR procedures, or any other HR-related announcement.

[Information Organization]

Organize the main content of your memo in a way that is logical and easy for the recipients to understand. Use headings, bullet points, or numbered lists to break up the text and make it more readable.

[Instructions or Actions Required]

If the memo requires recipients to take specific actions, outline these steps clearly. Provide a clear explanation of what is expected, how to accomplish it, and the deadline for completion.

[Additional Resources or Contact Information]

Include any additional resources that might be helpful, such as links to forms, policy documents, or FAQs. Provide contact information for the HR department or the person responsible for the topic at hand for further questions or follow-up.

End with a brief summary of the main points or a restatement of the most critical action items. Thank the recipients for their attention to the memo and their cooperation.

Include a professional sign-off with your full name, position, and contact information.

Part 12 Example of an HR Memo

To: All Department Managers From: Lisa Chang, Director of Human Resources Date: April 10, 2023 Subject: Implementation of New Time-Off Request Procedure

Dear Managers,

I am writing to inform you of a new procedure for submitting time-off requests that will be effective starting May 1, 2024.

The new procedure is designed to streamline our time-off request process and ensure accurate tracking of employee leave balances.

– All time-off requests must now be submitted through the online HR portal. – Requests should be made at least two weeks in advance for non-emergency leave. – Managers are responsible for reviewing and approving requests within 48 hours of submission.

Please ensure that all team members are informed of this change and understand how to use the online HR portal for their requests. A training session on the new system will be held on April 20 at 3:00 PM in the conference room. Attendance is mandatory for all managers.

For detailed instructions on the new process, please refer to the Time-Off Request Guide attached to this memo. If you have any questions or encounter issues with the system, please contact the HR department at [email protected] or ext. 234.

Thank you for your prompt attention to this matter and for assisting in the smooth transition to the new procedure.

Best regards, Lisa Smith Director of Human Resources Email: [email protected] Phone: (555) 987-6543

When creating your HR memo, adjust the content to fit the specific situation and ensure that the tone remains professional, respectful, and in line with your company’s culture.

Part 13 Writing a Communication-Focused Memo

For a communication-focused memo, keep these tips in mind:

• Start with a clear and specific subject line
• Be concise and stick to the main points
• Highlight any important information or deadlines
• Create an easy-to-follow structure, using headings or bullet points if necessary
• Encourage feedback or questions from your recipients by providing your contact information.

Here’s an example outline for a communication-focused memo:

To: [Recipient(s)] From: [Your Name] Date: [Date] Subject: [Insert Subject]

This section should clearly state the reason for the memo and its importance to the recipients. For example, it could introduce a new communication tool or address a communication issue that has been identified.

In this section, provide any necessary background information that helps explain the communication topic being addressed. If a new tool is being introduced, describe what it is and why it’s being implemented. If the memo is about communication best practices, outline what those are and how they can be applied.

[Summarize key takeaways or actionable items]

Conclude with a summary of the main points and any actions that need to be taken by the recipients. If training sessions are required for a new communication tool, include the schedule and instructions for signing up. If the memo is a reminder about communication policies, reiterate the importance of adhering to these guidelines.

Part 14 How To Tailor a Memo for Students or Academic Purposes

When writing a memo for students or academic purposes, make sure to:

• Use an appropriate tone and language that is easy for students to understand
• Clearly state the message’s purpose and relevance to the academic setting
• Include any necessary details, such as dates, deadlines, or resources
• Structure the memo logically and use headings to guide the reader
• Provide clear instructions if the memo requires any action from the students.

Part 15 Academic Memo Template

To: [Recipient(s)] From: [Your Name/Position] Date: [Date] Subject: [Clear and Concise Subject Line]

[Opening Statement]

Begin with a greeting and a brief introduction that outlines the purpose of the memo. This should be straightforward and inform the reader about the main topic or action required.

[Background or Context]

If necessary, provide any background information that helps the recipients understand the context of the memo. This might include a brief overview of relevant events, policies, or previous communications that relate to the subject at hand.

[Details and Specific Information]

This section should contain the bulk of the information you need to convey. Include specific details such as dates, deadlines, locations, and any other pertinent data. Use bullet points or numbered lists for clarity if you are presenting multiple pieces of information.

[Instructions or Action Required]

Clearly state any actions that the recipients need to take. Be specific about what is required, how to do it, and the deadline for completion. If the memo is informational only and no action is required, you can state that as well.

Provide information about where students can find additional help or resources if needed. This could include websites, contact emails, phone numbers, or physical locations on campus.

[Closing Remarks]

End with a brief summary of the key points or a restatement of the most critical action items. Offer thanks or express your appreciation for the readers’ attention to the memo.

Include a sign-off with your name and position. You may also include your contact information if it’s not already provided in the memo header.

Part 16 Academic Memo Example

To: All Undergraduate Students From: Dr. Emily Johnson, Dean of Student Affairs Date: April 10, 2024 Subject: Upcoming Academic Advising Week and Registration Deadlines

Dear Students,

I hope this message finds you well as we approach the midpoint of the semester. I am writing to remind you of the upcoming Academic Advising Week and to inform you about important deadlines for course registration for the next semester.

Academic Advising Week will take place from April 24 to April 28. This is a valuable opportunity for you to meet with your academic advisors, discuss your progress, and plan your course schedule for the following semester. Advisors are here to help you make informed decisions about your academic journey, so please take full advantage of this time.

Key Dates and Deadlines: – Academic Advising Week: April 24 – April 28 – Priority Registration Begins: May 1 – Final Registration Deadline: May 15

Please make sure to schedule an appointment with your advisor before April 20 to ensure availability. Appointments can be booked through the student portal or by contacting the advising office directly.

Additionally, I encourage you to review the course offerings for the next semester and prepare a list of questions or topics to discuss with your advisor. Resources such as degree checklists and sample schedules can be found on the university website under the ‘Academic Resources’ section.

If you have any holds on your account that may prevent registration, please resolve them promptly by contacting the appropriate department. Financial aid, library fines, and academic holds are common issues that can be addressed ahead of time.

Remember, planning early helps to ensure a smooth registration process and can contribute to your academic success. Should you have any questions or need further assistance, please do not hesitate to reach out to the advising office at [email protected] or (123) 456-7890.

Thank you for your attention to these important dates, and I wish you all the best in your academic endeavors.

Warm regards, (Name) (Position)

Part 17 Tips for Effective Memo Writing

When writing a memo, get straight to the point. Start by stating your main message clearly and concisely. Your colleagues will appreciate your effort to make the memo simple to understand, which will increase the chances of your message getting across effectively.

Stay Focused

Focus on one topic per memo. Avoid digressing or going off on tangents. It’s helpful to outline your memo’s content before you begin writing, ensuring that the information remains organized and easy to follow. A clear structure will allow your colleagues to grasp your message quickly.

Proofread Your Memo

Take the time to proofread your memo. This means checking for spelling, grammar, and punctuation errors. Also, make sure that your information is accurate and complete. A well-written and polished memo will not only make you look more professional but also increase the likelihood that your message will be taken seriously. If possible, ask a colleague to review your memo—it always helps to have a fresh pair of eyes.

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Master the Legal Memo Format

September 20, 2022

[Bloomberg Law’s Essential Career Toolkit can help you excel in class and jump-start your legal career to successfully transition from law student to lawyer.]

What is the legal memo assignment?

The legal memo is an objective memorandum that provides you the opportunity to review and research relevant case law, investigate relevant facts using available resources, analyze those facts under that law, and impartially assess the potential outcome of a matter. The legal memo is an assignment that law firm associates are frequently asked to provide to senior attorneys.

Far too often, however, the assigning attorney takes one look at the result and replies, “I knew this already.” To prevent this outcome, it’s important to write a legal memo with sufficient understanding of audience, scope, purpose, and format. With proper planning, law firm associates can maximize the odds of favorable reception at the outset.

Bloomberg Law can help you understand and apply legal issues to your legal memo assignment, so your final product addresses all relevant points right out of the gate.

What’s the difference between a closed legal memo and an open legal memo?

A closed legal memo is an assignment where you are given the case law or other primary law to be used in your writing. Far more challenging is an open legal memo, where you will need to research and identify the relevant law, investigate and analyze the most legally significant facts involving a particular client, and provide a critical assessment of how the court may apply the law to the matter.

By extension, unlike a court brief, the legal memo is not the place to wager a legal opinion or argue facts. The legal memorandum serves as an objective standalone document and identifies the risks and any unknown facts that need investigation. It should maintain an impartial tone, with no implied preference for one side or the other.

What’s the standard legal memo format?

Generally, a legal memorandum comprises six sections, with the following information:

1. Heading or caption

A section, titled, “Memorandum,” identifies the recipient (To: _______), the author (From: ____), the assignment submission date (typically in MMMM DD YYYY format), and subject of the memo (Re: __________).

2. Question presented

A brief one-sentence statement that defines how the law applies to the legal question at hand, and the jurisdiction where the matter will be decided. The question presented is specific and impartial and doesn’t assume a legal conclusion.

3. Brief answer

A quick-hit legal prediction to the question presented, based on a short (four to five sentences) explanation that references relevant law and facts.

4. Statement of facts

A concise, impartial statement of the facts that captures the heart of the legal matter, as well as current and past legal proceedings related to the issue. The facts can be chronological or grouped thematically, whichever format presents the facts in the clearest manner.

5. Discussion

Restates the main facts and delineates the overarching legal rule. Several paragraphs outline the various legal topics to be addressed in the case and provide an analysis of the legal issues, usually ordered in subsections.

6. Conclusion

The assigning attorney will likely read this section first. It predicts how the court will apply the law, and how confident you are in your prediction based on the data. With an impartial advisory tone, you identify next steps and propose a legal strategy to proceed.

How to write a legal memo

Legal research memos can come in many forms—from broad 50-state surveys to more nuanced research on a particular point of law—but whatever the format, it’s important that you fully understand the task entrusted to you before you start typing.

If you tackle your assignment by following the recommended approaches in the legal memo example below, you’ll be more likely to find an appreciative supervising attorney, deliver better work product, cut down on the number of drafts required to arrive at a final product, and, most importantly, please the client.

Learn the essentials of litigation writing, research, and document review with our Core Litigation Skills Practical Guidance Toolkit , available to Bloomberg Law subscribers.

Legal memorandum sample assignment

Assignment:  Prepare an open legal memo on whether, under the Fourteenth Amendment’s Due Process Clause, there is personal jurisdiction over a foreign car manufacturer involving a products liability case.

Step 1: Understand the legal issues

Review legal memo assignment materials.

In an open legal memo, you will be tasked with researching relevant primary and secondary resources, such as from national, single, or multiple state entities, as well as appeals circuits, to include in your analysis.

Locate secondary sources

Secondary sources, such as books, treatises, law reviews, legal analysis publications, and Practical Guidance are a great starting point to assist with your legal memo research. Although secondary sources are not binding on courts, meaning courts are not required to follow these sources, they are still helpful tools to use when you know little about a topic.

However, remember that while you may know little about a topic, the same may not hold true for your audience. Readers like law partners and assigning attorneys will already know general law. Identify your audience’s presumed level of knowledge, then the most mission-critical questions to address. These identified gaps will inform your fact-finding and research.

Use secondary resources to better fill in the main legal topics and issues as they relate to the facts in the legal memo assignment. Your legal research should help frame the issue and lead to other relevant materials, including cases and statutes.

Throughout, utilize legal memo space wisely. Remember, legal memo length varies by subject. Some topics require only a short summary, while others compel long-form treatment. For guidance, search your firm’s office document management system for previous legal memos.

Sample assignment – Step 1

Understand the legal issues:  Legal research depends on the right search terms. In the case, for example, you can use the keywords: (“personal jurisdiction” and manufacture!)) to locate relevant resources on the Bloomberg Law platform.

More broadly, while your search into secondary sources may span books and treatises, law review articles, and other legal analysis publications, make sure to vet all legal authorities for relevance.

[Research tip: It can be challenging to know all relevant keywords. Bloomberg Law provides a convenient search results page, where relevant article blurbs showcase additional keywords to explore. Based on targeted keywords, you can better gather the most relevant background information to assist with your analysis.]

Step 2: Develop a research plan

Identify primary law.

Primary sources can often be identified with research tools, such as court opinions searches for relevant case law. However, primary sources are not always apparent. In such cases, work your way backward. Reviewing secondary sources can help you identify a list of relevant primary law resources, like case law and related statutes. Keep your research organized and create a research plan to identify key resources. The research plan will list the relevant primary law and how the case or statute relates to your comprehensive legal analysis.

Stay organized

Save the relevant cases and statutes to a designated workspace. Bloomberg Law provides a streamlined and secure digital working area where you can add your notes as well as upload and store your drafts to keep organized.

Sample assignment – Step 2

Develop a research plan:  In the  assignment, some legal research may mention cases on what contacts a foreign defendant must have for the court to have personal jurisdiction over it, such as Ford Motor Co. v. Montana Eighth Judicial District Court .  Read through these articles to reveal additional relevant cases and statutes to support your analysis.

Step 3: Confirm your legal memo research

Once you have your research plan, you want to verify all your research to make sure you’re relying on the most current case law available. Bloomberg Law’s litigation tools like the BCite citator tool help you work smarter and faster to validate your case law research—specifically, to determine whether a citation still represents good law and can be relied upon—and helps you to conduct additional research to find more cases and resources that support your legal memo’s findings and conclusions.

Robust verification should ensure you know the following information:

• Composite analysis – the overall treatment of the cited case by other courts.
• Direct history – How a cited case has moved through the court system.
• Case analysis – Cases that have subsequently cited to the case.
• Authorities – Cases relied on by the court in the main case.
• Citing documents – Legal materials, such as court opinions, administrative decisions, and secondary sources that reference your case by citation.

Sample assignment – Step 3

Confirm your research:  To see whether  Ford Motor Co. v. Montana Eighth Judicial District Court  is still good law, you will of course need to pull up and review the case status. As part of this verification, you should review how other courts have treated the case. Once you have verified case status, you can better find additional secondary cases and other sources that cite to your case.

[Research tip: Carefully review whether case law citation can be relied on in your legal memo. While a legal memo is written for internal stakeholders like the assigning attorney, and not for the court system, it may nonetheless serve as a primer for future material.]

Attorneys may later incorporate any case law citations within the legal memo into court filings in support of their arguments. Given this broad potential reach, it’s imperative to verify all case law within your legal memo. Any unverified case law that later makes its way into public documents will result in an admonition from the court.

It is also important not to cherry-pick case citations. Remember the legal memo’s purpose is to inform, not to argue the facts. The legal memo must therefore provide an objective summary of all relevant case law and how it applies to the facts at hand. The omission of negative case law only compromises future legal strategy and heightens client legal exposure.

Step 4: Write an objective analysis

The legal memo showcases your critical legal thinking skills. Use your research plan and research materials to help organize your analysis. Remember to clearly state the law and the facts, in the active voice, and present your analysis in a logical manner.

Even with the IRAC legal memo format (Issue, Rule, Application, and Conclusion), it can be a challenge to write with precision. For example, it may not be clear which details to include in the statement of facts. Skilled legal memo writers often begin with the discussion. With complementary considerations of legal authority and factual criteria, this section clarifies the most legally significant facts and informs other earlier sections like the question presented and brief answer.

Across all stages, Bloomberg Law provides a vast trove of articles and resources to assist you in preparing your legal memo. Whether this is your first or fiftieth legal memo assignment, you can showcase clear and impartial legal analysis in your legal memo and other writing assignments in ways that establish you as a strong legal mind.

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Memo Examples

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Written by  Scribendi

Like most forms of writing, memos come with so many rules, instructions, and suggestions that it's easy to forget a few. Since we've already addressed the dos and don'ts of how to write a memo , let's take a moment to look at these rules in practice using the below memorandum examples.

Features of a Memo

While reading over these memo writing examples, pay special attention to the key features of a memo. ask yourself the following questions:.

• Is it addressed to the right audience?
• Does the subject line accurately convey its contents?
• Does it anticipate and address potential objections?
• Is it formatted clearly and consistently?

Learn from Our Memo Format Example

When considering memo writing examples, pay close attention to the structure.

• The opening paragraph should restate the memo's purpose indicated in the subject line.
• Notice also how each of our memo examples' subsequent paragraphs build on this opening statement and explain the memo's purpose in detail.
• Unnecessary information should be removed, and word choice should remain straightforward and professional.

If you are unsure what to include and what to omit from your memo, send it to Scribendi's five-star proofreading service . 

For an example of standard memo writing format, read on.

Memo Example 1: A General Office Memo

To: All Staff

From: The Manager

Date: May 27, 2021

Subject: Inappropriate use of time on Google Doodle games

It has come to my attention that many in the office have been spending time on the Google home page microgames. This memo is a reminder to use your work hours for work.

According to a recent article, the estimated daily cost of people collectively playing these games instead of working is over $120 million—which is calculated based on the daily average increased time spent on the Google home page (36 seconds).

If these estimates are applied to our 600 office employees, this results in a nearly $700 weekly loss.

This is a conservative estimate considering the extensive discussions that occur about beating the office's current high score. The extra cost quickly adds up.

Of course, we don't want you to view our organization as a place of drudgery and draconian rules. I encourage a fun and competitive environment, and I recognize that we certainly won't be profitable if you are unhappy or dissatisfied with your jobs. This is just a reminder to be careful with your use of company time.

The Manager

Wright, Tony. (2010). The Tragic Cost of Google Pac-Man – 4.82 million hours . Retrieved May 26, 2010 from: https://blog.rescuetime.com/the-tragic-cost-of-google-pac-man-4-82-million-hours/

Memo Example 2: A Departmental Memo

To: Computer Programming Division

From: Vice President Lumbergh

Date: February 19, 2021

Subject: Attaching cover sheets to TPS reports

This is to remind the division that, starting today, we are now filing all Testing Procedure Specification (TPS) reports with new cover sheets.

The reason for this change is simple. In addition to a new format, the cover sheets provide a summary of the report as well as the updated legal copy. The new cover sheets also include Initech's new logo.

Though this change may initially seem like a headache and an extra step, it is necessary to include the new cover sheets due to their updated information. Failing to do so will result in a confusing and inaccurate product being delivered to our customers.

Please be sure to follow this new procedure.

Best regards,

Vice President Lumbergh

Memo Example 3: A Memo Example to Students

To: All First-Year Psychology Students

From: Professor Jenkins

Date: October 23, 2021

Subject: Update to this week's assignment

Dear Students,

This is to let you know there is a mistake in the reading list for this week.

The literature list you all received is from last year and is outdated. We have since made changes, and these changes are outlined below.

Instead of reading Chapters 1–3 of The Science of Psychology , and Chapters 6–8 of Neurobiology , read Chapters 2–3 of The Science of Psychology  and Chapters 5–8 of Neurobiology .

Please be sure to follow these new instructions.

Professor Jenkins

By following these memorandum examples and our memo writing format and addressing your audience in clear, concise language, you'll make your correspondence more effective. 

If you're short for time or would like an expert to review your memo, try Scribendi's proofreading service . 

Polish Your Writing with Professional Proofreading

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Scribendi's in-house editors work with writers from all over the globe to perfect their writing. They know that no piece of writing is complete without a professional edit, and they love to see a good piece of writing transformed into a great one. Scribendi's in-house editors are unrivaled in both experience and education, having collectively edited millions of words and obtained numerous degrees. They love consuming caffeinated beverages, reading books of various genres, and relaxing in quiet, dimly lit spaces.

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Written Business Communication

Memorandum Sample | Writing Guide

Memorandums, commonly referred to as memos, play a pivotal role. These concise yet informative messages serve as an essential means of communication within organizations, facilitating the flow of information, decision-making, and collaboration. In this comprehensive guide, we will discuss what we have to do to write good memos, exploring their purpose, structure, best practices, and samples. You can choose and adapt a memorandum sample that suits your need.

Memorandum Definition

What is memorandum? According to Oxford Languages .   Memorandum means:

• a written message in business or diplomacy;
• a note or record made for future use;
• in Law, a document recording the terms of a contract or other legal details.

The Purpose of a Memo

A memorandum, or memo for short, is a written document used for internal communication within an organization. Memos are typically brief and to the point, serving to convey important information, instructions, updates, or requests. They are not meant for external audiences but are intended for employees, colleagues, or team members. The primary purposes of a memo are:

Buy 119+ Effective Business Letter Samples here.

• Information Sharing : Memos are an effective way to disseminate information within an organization. This can include announcements, policy changes, project updates, and more.
• Instructions : Memos often include instructions or directives that provide guidance on tasks, procedures, or policies that need to be followed.
• Documentation : Memos serve as a written record of important decisions, discussions, and agreements within the company.
• Problem-Solving : Memos can be used to highlight problems or challenges and suggest potential solutions or action plans.
• Request for Action : In some cases, memos are used to request specific actions or responses from the recipients.

The Structure of a Memorandum

A well-structured memo follows a standard format that makes it easy to read and understand. Here is a breakdown of the essential elements of a memo:

• Heading : The heading of a memo typically includes the word “MEMORANDUM” in bold capital letters, followed by the date and the subject.
• Recipient List : This section specifies the recipients of the memo, often listed under the “To” field. It may include specific individuals, departments, or the entire staff.
• Sender : The sender’s name or title is included under the “From” field.
• Subject : The subject line provides a clear and concise summary of the memo’s content, helping recipients quickly understand the purpose.
• Opening : The opening of a memo sets the tone and introduces the topic. It may include a brief background or context related to the subject.
• Main Body : The main body of the memo contains the detailed information, instructions, or announcements. It is divided into paragraphs for clarity and readability. Bullet points or numbered lists can be used to organize information effectively.
• Conclusion : The conclusion summarizes the key points of the memo and may include a call to action or a request for feedback.
• Attachments : If there are any additional documents or files related to the memo, they can be mentioned in this section.
• Closing : The memo is closed with a polite closing phrase, such as “Sincerely” or “Best regards,” followed by the sender’s signature and contact information.

Best Practices for Writing Memos

To create effective memos that serve their purpose well, consider these best practices:

• Clarity and Conciseness : Keep your memo concise and to the point. Use clear and simple language to ensure that your message is easily understood.
• Relevance : Ensure that the content of your memo is relevant to the recipients and the organization’s goals.
• Organization : Structure your memo logically, with a clear introduction, body, and conclusion.
• Professional Tone : Maintain a professional and respectful tone in your writing. Avoid jargon and unnecessary technical terms.
• Grammar and Punctuation : Proofread your memo for grammar and punctuation errors to maintain a professional image.
• Attachments : If necessary, include attachments or reference additional documents.
• Follow-up : If your memo includes action items or requests, follow up as needed to ensure they are addressed.

Memorandum Sample

Let’s look at a few common memorandum sample you might need.

Request Memorandum Sample

Memorandum Template

Use the template to write a memorandum before you make a new contract with a new company.

Date        :  October 2, 2020

To           :  [Recipient, Title] From        :  [Author/Sender] Subject    :  [Subject Description]

[Company’s Name/Client’s Name]  has asked us to prepare a [ Name of Project] by [Date].

We have worked with [Previous Company’s Name] in the past, so this job should be relatively easy, my guess is that it will take nearly [Duration].  [Person’s Name Involved]  has requested a time and cost estimate. [Person’s Name in Charge of Finance]  in accounting will prepare a schedule or the estimated time.

Additional Personnel

Before preparing the schedule, check the followings : 1. Production schedule for all staff [Profession]. 2. Available free-lance [Profession]. 3. Dependable [Profession].

Ordinary, we would need to depend on outside personnel. However, since your bid for the Wall Street Journal special project is still under consideration, we could be pressed at [Time & Date].

Time Estimated

Please give me time estimates by [Date]. A successful job done on time will give us a good chance to obtain the contract to do [Company’s Name] for their annual stockholder’s meeting at the end of this year.

I know your staff can do the job.

[Personnel’s Name in Charge], [Title]

Adapted from The Business Writer’s Handbook 

Download the Memorandum here.

Meeting Memorandum Sample

Meeting memos are used to notify team members about upcoming meetings, providing the date, time, location, and agenda.

• Date: [Insert Date]

To: All Team Members

From: [Your Name] [Your Position]

Subject: Upcoming Team Meeting Notification

I hope this message finds you well. We are excited to announce our upcoming team meeting, where we will discuss important matters that are integral to our progress. Please find the details of the meeting below:

Meeting Details:

• Time: [Insert Time]
• Location: [Insert Location]
• Opening Remarks
• Review of Previous Meeting Minutes
• Project Updates
• New Project Proposals
• Team Building Activities
• AOB (Any Other Business)

This meeting is crucial for us to align our efforts and ensure that we are on the same page regarding our projects and goals. We encourage all team members to come prepared with updates and any relevant information.

Your active participation in this meeting is greatly appreciated, and we look forward to your valuable insights.

If you have any specific topics you would like to add to the agenda, please let me know by [Insert Deadline].

Thank you for your attention, and we anticipate a productive and engaging discussion during our meeting.

Best regards,

[Your Name] [Your Contact Information]

Announcement Memorandum Sample

This type of memo is used to announce significant events, such as promotions, new hires, or changes in company policies.

To: All Staff

From: [Your Name]

Date: [Date]

Subject: Welcome New Team Members

I am pleased to announce the arrival of several new members to our team, as we continue to grow and thrive. These individuals bring a wealth of skills and experience to our organization, and we are excited to welcome them aboard.

• [New Hire 1] joins us as [Position], with [brief background].
• [New Hire 2] will be taking on the role of [Position], bringing [brief background].

Their arrival strengthens our team and brings fresh perspectives to our projects. We encourage everyone to extend a warm welcome and offer support as they settle in.

Please join me in welcoming these new team members as we work together to achieve our goals and further enhance our organization’s success.

Thank you for your continued dedication and commitment to our team’s growth.

[Your Name]

Project Update Memorandum Sample

Project managers often use memos to update stakeholders on the progress of a project, including milestones achieved and upcoming tasks.

Date: [Current Date]

To: [List of Stakeholders]

From: [Your Name] Project Manager

Subject: Project Update – [Project Name]

Dear Stakeholders,

I am pleased to provide you with an update on the progress of our project, [Project Name]. As of [Current Date], we have made significant strides towards our project objectives and remain on track to achieve our goals. Here’s a brief overview of our accomplishments and upcoming tasks:

Milestones Achieved:

• Project Initiation: Our project officially kicked off as scheduled, and the team is aligned with the project’s vision and objectives.
• Market Research: We successfully conducted in-depth market research, gaining valuable insights into current trends and customer preferences.
• Product Development: Our development team has made substantial progress in creating the core product features, and we are on track with the development timeline.
• Budget Control: Our financial team has effectively managed the project budget, keeping us within the allocated resources.

Upcoming Tasks:

• User Testing: We plan to initiate user testing to gather feedback and make necessary adjustments to our product.
• Marketing Strategy: The marketing team will finalize our go-to-market strategy to ensure a successful product launch.
• Quality Assurance: Rigorous testing and quality assurance procedures will be conducted to ensure the product’s reliability and performance.
• Progress Report: A comprehensive progress report will be shared with stakeholders, detailing our accomplishments and the path ahead.

We appreciate your continued support and look forward to your valuable insights as we move forward. Please feel free to reach out with any questions or concerns.

Best Regards,

[Your Name] Project Manager

[Contact Information]

To Remember

Memos or memorandum remain a vital tool in written business communication. Whether in print or digital form, they serve as a concise and effective means of conveying important information, instructions, and updates within an organization. By understanding the purpose, structure, and best practices for writing memos, you can become a more effective communicator in the business world. Remember that the art of memo writing is about clarity, relevance, and professionalism, all of which contribute to successful internal communication within any organization.

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