Memo Template Free Download – Revisit Discussion Points and Action Items

Career Management

A simple memo template with a pop of color in icons

Are you thinking that no one sends out memos anymore, or at least that they’re just so easy to create, why would you ever need a template for them? Well, I’ve found that a well-designed template can take a lot of the extra work out of crafting meaningful messages. If you’re sending a memo to managers and project team members, you want to deliver meaning, clarity, and persuasiveness.

The memo template offered here has sample information that I gathered when I ran a training program evaluation session years ago. I left it because it can help to see real content to get an idea how you’d like to modify for your own business purposes. You can send a memo before a meeting to outline the agenda topics, ask attendees if there are items they want to cover, set the stage for the meeting (for example, “We need your 100% focus, so please leave the laptops at your desk”) and link to any supporting documents.

You can also create a memo like I did in this template,  after a meeting and used for follow-up on ideas and outstanding items. I use this memo template when I want a more formal document to capture discussions, decisions, and action items. You can create a memo to document problems, solutions, and conversation details. You can use a memo to persuade people to take action or change their opinions on a subject.

When you go to send out a memo, make sure you’re only sending to relevant audience members, especially if the information is sensitive. In general, be careful when you discuss sensitive information–let people know what they can and can’t share, and if you’re really concerned, do not describe anything that would cause an issue if someone else happened to see the document.

If you read the content in the template, you’ll recognize the push and pull that happens among departments in companies. Managers want better employees who hit the floor having been fully trained and not making mistakes. But so often, they don’t support providing more hands-on, scenario-driven practice on because it interferes with their schedules and because it tends to cost more up front. Departments blame each other. And who really wins?


Anyway, I hope your memo writing is a success!