How to Write The Perfect Business Memo (FREE TEMPLATE)

In the age of slack and teams, messages and inboxes full of unread emails, memos are a popular choice for priority communications in the workplace. If you strive to be in a leadership position, memos are definitely going to be in your future. So in this video, I'm going to show you exactly how to write effective memos. Memos are used to bring immediate attention to a task, project, event or a problem, and they're normally sent to a large group of employees or even the entire company. You may be thinking, that sounds like an email, they're similar, but a memo provides more detail and carries more weight when communicating with your internal team. The key to writing a great memo is to share your message in a clear and concise way. Depending on the situation, your memos may need to be longer or shorter to fit the message you want your employees to receive. I'm going to make your memo writing process a whole lot easier with this tool and I'm going to show you exactly how I would write a memo to my team. So at HubSpot, we created these four memo templates that walk you through each section of a memo and we even give you a checklist to make sure that you don't send anything out that's less than perfect. These are completely free and linked below. If you want to download and follow along, there's a general memo which you can use to announce things like celebrations or product launches, an organizational change memo for any changes happening in a team, department or company, a financial update memo if you need to share confidential information within the company, and a problem solving memo that I'll be using today to write my memo. Let's say I'm a leader in product development at my company and we recently recently launched a new product. There's just one problem. We've received feedback from our customers that our product release has a few bugs that need to be fixed. My introduction and background needs to get right to the point and let the team know that due to customer feedback and the results of current testing, I wanted to inform you that the next launch date for Product X will be delayed from its Original date of November 15th until Q2 2023. Next, under Overview and Timeline, I want to share with the team what changes are being made, who will be responsible for driving the change, when these changes will go into effect, and what it means for those reading this memo. So something like we are confident that time for additional testing will serve to make Product X more effective for those customers you believe will now consider a competitor's product. The marketing department is developing a promotional offer which sales reps can share with their customers to reduce the number of those who will now go to our competitors. In the last section of this memo, I want to close things out by letting the team know why they should feel excited about these changes and reiterate the key takeaways. I also want to let them know where they can submit any questions or comments. As disappointing as this news may be, we are confident in our employees and know the additional time will serve this company well well by creating a more successful product. More information will be provided from marketing. In the meantime, please feel free to email me with any questions. Before sending out my memo, I'm going to go over the checklist and make sure I have all the necessary information in there. Memos are great tools for efficient communication, and although they are more formal, they're fairly easy to write. Following the structure of our templates makes writing memos even easier, so don't forget to download your free copy. I hope you guys found this video helpful. Thank you so much for watching and I'll see you next time. I can't find this client info.

Have you heard of HubSpot? HubSpot is a CRM platform so it shares its data across every application. Every team can stay aligned. No out of sync spreadsheets or dueling databases. HubSpot grow better.