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MANAGING YOUR BRAND
DO IT NOW!
TIME & ATTITUDE
BUSINESS ANALYSIS
MEMO WRITING
SUCCESS FACTORS
MANAGEMENT "STATURE" 

 

MEMO WRITING

 

Step 1:   PREPARE

 

* Who will read?

 

* What do I want them to do?

 

* What key factors will they need to act?


 

* Gather data, analyze it

                  -   What is the problem?

                  -   What did I do/am I doing to solve it?

                  -   What did I find?

                  -   What does it mean?

                  -   What should we do now?

                  -   Draw logical conclusions

                  -   Decide what evidence to use

 

* Decide on your ORGANIZING IDEA

 

Step 2:  OUTLINE

 

* Put down all information in any order

 

* Write several iterations of the outline, until you are satisfied you have ALL the important ideas and facts laid out in a logical order and flow, with supporting points properly organized.  Don't skip.

 

* Use inverted Pyramid model

- most important to least important

-  general to specific

-  strategy to tactics to execution

                    *  Use historically successful documents as formats

                    *  Clear and complete statement of purpose of memo

                    *  Sufficient background data - no more

                    *  Conclusions, reasons, findings, briefly and in order of importance

                     *  Necessary supporting data

                     *  Logical order of development

                     *  How will it help the business?

                     *  Policy

                     *  Pros, cons, anticipated objections

                     *  Alternatives

                     *  Precedents

                     *  Costs/timing

                     *  Clearances/approvals required

 

* Use a logical outline format that organizes your ideas and facts:

 

                  1)   FIRST PARAGRAPH - ALL IMPORTANT

                        -  Reflect a clear purpose, i.e.:

                           *  Inform

                           *  Confirm agreement

                           *  Recommend action

*  File memo (summarize/record knowledge)

 

                        -  Focus on key choice

                        -  Clear in statement of intent

                        -  What, not How (no executional details)

                        -  BRIEF

-     Identifies/is targeted to ultimate reader

-     Provides overview/perspective

                        -  Cites agreement/or lack of agreement


 

             2)  BACKGROUND

                  -  Enough information to put recommendation in perspective

                  - Conclusive, clear, logical enough to assure reader you properly understood issue(s)

                  -  Facts, no opinion

                  -  Current plan (if changing)

                  -  What, when, where, why did or propose to do

 

             3)  DETAILED RECOMMENDATION

                  -  Why is it being recommended?

                  -  How will it be executed?

                  -  Key qualifications/caveats

 

             4)  BASIS FOR RECOMMENDATION

                  -  Prioritized discussion of most important facts and logic supporting the recommended action

 

             5)  DISCUSSION

                  -  Basic assumptions to be kept in mind

                  -  Expansion of how it will be accomplished (executional details)

                  -  Outline alternatives and reasons why they were not recommended

                  -  Discuss risks

 

             6)  NEXT STEPS

                  -  What must be done now?

                  -  Who will do it?

                  -  When will it be done?

                  -  When will management hear about this again?

 

Step 3:  WRITE ROUGH DRAFT IN CHUNKS

 

* Write the first paragraph first

 

-  The three to four sentences that tell the reader the purpose of the document, e.g.

   *  This recommends national launch of MIRACLE, the fat-free, calorie-free, super-premium ice cream substitute that has attained a 62% share of total ice cream market in Year II test markets.  Executive Committee approval of attached $20MM capital appropriation is required by August 1, 19XX to meet national shipment date of March 1, 19XX.  MIRACLE is projected to be a $600MM per year brand by Year II national; and to pay back initial $120MM launch expense in 21 months.  Manufacturing, Regulatory and Finance agree.

 

* Write each succeeding section by expanding the detailed outline to a polished, easily readable flow of ideas.

 

* Use proper paragraph style

-  Topline sentence - key thought/conclusion

-  Primary support sentence - includes most important support numbers

-  Secondary support sentence - includes backup perspective

-  Table/chart/exhibit citation as appropriate

 

* One major idea per paragraph

 

* Concise, complete sentences


 

Step 4:  EDIT: BE RUTHLESS! -- Leave your author's ego aside and be objective.

 

* Is it well organized?  Logical idea flow

* Is it clear and precise?

* Is it simple and easy to read?

* Is it complete?

                  -  Early, complete statement of purpose?

                  -  Necessary agreement spelled out?

                  -  All necessary background?

                  -  Key numbers in memo itself?

                  -  Each conclusion supported by appropriate evidence

                  -  Judgments/opinions distinguished from facts

                  -  Next steps spelled out?

                  -  Cover everything important?

                  -  Explanations full, detailed, intelligent?

* Is it persuasive?

* Is it concise - can it be cut?

* Is it correct?

                  -  Facts

                  -  Numbers

                  -  Punctuation, spelling

 

Step 5:  PUT IT AWAY FOR A DAY

 

Step 6:  REREAD FROM MANAGEMENT PERSPECTIVE

             -   Is it understandable?

             -   Does it trigger questions it doesn't answer?

             -   Are there weak points, poor logic, bad conclusions?

             -   Is there a logical move from situation to recommended action?

             -   Does it show recommended action meets the objective, fixes the situation?  (Does plan meet needs?)

* Each memo tells management

                  -  First - the business at hand

                  -  Also:

                     *  How I think

                     *  How good a manager I am

                     *  What my potential is

                  -  So:

                     *  If it is properly executed, I look good

                     *  If it is poorly executed, I look bad

 

SOUND THINKING AND CLEAR COMMUNICATION ARE CRITICAL TO SUCCESS.

 

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