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How I Write Memos

Name: How I Write Memos
Uploaded: 2025-12-30T01:30:16+00:00
Duration: 35 s
Channel: Shanli Liu, CPA, CTP
Description: In this segment, Shanli Liu explains her approach to crafting effective memos. She advises against listing multiple alternatives for each decision…

30 Dec 2025 · 1 min

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In this segment, Shanli Liu explains her approach to crafting effective memos. She advises against listing multiple alternatives for each decision, recommending instead that the author identify the single best choice, provide a clear rationale, and then invite others to challenge the reasoning. The memo should also prompt consideration of any overlooked stakeholders, revenue lines, or resources that could be affected, ensuring a comprehensive yet concise decision document.

Chapters

Let me give you a little frame on memos because I feel like I write pretty decent ones and I spend a long time on them. What you want to not do is for every like decision that has to get made, have like, well, we could do this or we could do this or we could do this or we could do this because then you have a memo of like 20 decisions and all these alternatives. If you really apply horsepower and think like, I think this is the best choice and here's why, commit to that and then just do your rationale and then allow someone else to try and poke a hole in it. Like, does everyone agree with my rationale? And are there other entities or revenue lines or resources that are going to get tapped that I'm not aware of? Like, what am I not seeing is the point of the memo.