2. When to write a Memo  In-house  Create a record  Report information on projects  To Receive help or feedback

3. When to Write a Memo (cont’d)  Remind others of deadlines, dates, & duties  Recommend or explain changes in policies & procedures  Reinforce goals, opportunities, & achievements

4. Proper Heading  Memorandum (centered)  Date:  To:  From:  Subject:

5. Organization  Opening  Expands on Subject Line  Middle  Details  Closing  Action Item

6. Characteristics of Good Memo  Properly Formatted  Focused  Professional tone  Reader-oriented  Includes action item

7. 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