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Memos, Proposals & Reports

Memos

A memo (or memorandum, meaning “reminder”) is normally used for communicating policies, procedures, or related official business within an organization. It is often written from a one-to-all perspective (like mass communication), broadcasting a message to an audience, rather than a one-on-one, interpersonal communication. It may also be used to update a team on activities for a given project, or to inform a specific group within a company of an event, action, or observance.

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Introduction

The body of a formal report begins with an introduction. The introduction sets the stage for the report, clarifies what need(s) motivated it, and orients the reader to its structure.

Functions and Audience

Short for “memorandum,” a memo is a type of document used to communicate with others in the same organization. Memos (or memoranda) are typically used for fairly short messages of one page or less, but informal reports of several pages may also employ memo format.

Format

Memos are distinguished by a header that includes DATE, TO, FROM, and SUBJECT lines. Other lines, such as CC or BCC, may be added as needed. An RE (“Reference”) line may be used instead of SUBJECT, but this use is becoming rarer as “RE” is often mistaken as “Reply” because of its use in email.

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Title Page

The title page provides the audience with the:

  • Name of the report

Learn how to improve your problem-solving and persuasive skills. Employ your writing and reasoning skills to make a difference in the world. View samples and write a proposal to conduct research, develop a Web site, solve a problem, or provide a service. Proposals are persuasive texts that articulate ways to solve a problem, conduct needed research, or provide a service.

Proposals may attempt to persuade readers to act or they may seek funding. Writers of proposals support claims with reasoning, library and Internet research, and original research, including questionnaires, interviews, and ethnographers.

Functions and Audience

Short for “memorandum,” a memo is a type of document used to communicate with others in the same organization.  Memos (or memoranda) are typically used for fairly short messages of one page or less, but informal reports of several pages may also employ memo format.

Format

Memos are distinguished by a header that includes DATE, TO, FROM, and SUBJECT lines.  Other lines, such as CC or BCC, may be added as needed.  An RE (“Reference”) line may be used instead of SUBJECT, but this use is becoming rarer as “RE” is often mistaken as “Reply” because of its use in email.

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Conclusions and Recommendations

The conclusions and recommendations section conveys the key results from the analysis in the discussion of findings section. Up to this point, readers have carefully reviewed the data in the report; they are now logically prepared to read the report’s conclusions and recommendations.

Learning Outcomes

  • Apply and adapt professional and technical writing conventions, including genre, tone, and style for particular writing situations.
  • Identify professional and technical genres, organization strategies, and appropriate tone and style
  • Analyze audience while creating various professional/technical documents with a sophisticated awareness of audience as a reader and writer
  • Identify some habits of successful proposal writers
  • Analyze how and why audience awareness is a key component for successful writers

An effective business proposal informs and persuades efficiently. It features many of the common elements of a report, but its emphasis on persuasion guides the overall presentation.

Let’s say you work in a health care setting. What types of products or services might be put out to bid? If your organization is going to expand and needs to construct a new wing, it will probably be put out to bid. Everything from office furniture to bedpans could potentially be put out to bid, specifying a quantity, quality, and time of delivery required.

What Is a Report?

Reports are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to police reports, they serve to document specific information for specific audiences, goals, or functions. The type of report is often identified by its primary purpose or function, as in an accident report, a laboratory report, a sales report, or even a book report. Reports are often analytical, or involve the rational analysis of information. Sometimes they simply “report the facts” with no analysis at all, but still need to communicate the information in a clear and concise format. Other reports summarize past events, present current data, and forecast future trends. While a report may have conclusions, propositions, or even a call to action, the demonstration of the analysis is the primary function. A sales report, for example, is not designed to make an individual sale. It is, however, supposed to report sales to date, and may forecast future sales based on previous trends. This chapter is designed to introduce you to the basics of report writing.