Free Business Memorandum Templates

Smartsheet Contributor Joe Weller on Nov 13, 2017

Now that email is prevalent for business communication, memos may seem like relics of the past. However, a business or other organization will use a memo, or memorandum, for internal communication, often when the message included is highly important and requires a formal presentation, such as notification of policy changes or organizational directives. A memo looks similar to a business letter, which is typically a vehicle for formal external communications, but the format is slightly different. Unlike a letter, a memo does not include salutations, but it does state the recipient, date, and subject as well as who is sending the memo. The body of a memo may include a brief opening statement, persuasive arguments to back up the provided or requested information, and a list of any attachments. Since business memos are used less frequently and for more formal matters, as they command the attention of readers in a way that a basic email message may not.

You can save time by creating a professional memo from a template. Below you’ll find several template options that you can download for free, including an interoffice memo, confidential memo, and more.


Business Memorandum Template - Word

 

Business Memorandum Template Word

This memo format template provides an outline to help ensure that you include key information. You can use this versatile template for a range of message types. It’s designed to look professional, and will help you convey the importance of the included content.

Download Business Memorandum Template - Word

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Office Memo Template - Google Docs

 

Office Memo Template Google Docs

This is a classic internal memo template designed for Google Docs. Save the template to your Google Drive account and easily share it with a team, office, or department. The basic layout of this office memorandum template makes it appropriate for either semi-formal communication or more formal documents.

Open Office Memo Template - Google Docs


Confidential Memo Template - Word

 

Confidential Memo Template

If your memo includes confidential information, use this template to clearly state and emphasize the sensitivity of the message. You may also want to include a statement at the end of the memo explaining the confidentiality terms that you expect readers to follow. For legal and ethical reasons, it is important to be clear about confidentiality, even with internal communications.

Download Confidential Memo Template - Word


Company Memo Template - Word

 

Company Memo Template Word

Create a Word memo template tailored to fit your company’s image. You can list a company name prominently at the top of the template, add a logo, include business details such as address and website, and adjust colors to suit your needs. Keep the style simple to make a strong impression without distracting from your message. 

Download Company Memo Template - Word


Simple Memorandum Template - Google Docs

 

Simple Memorandum Template Google Docs

This simple memo template provides blank spaces for quick and easy formatting. You can use it in a range of settings, from urgent matters to routine announcements, and adjust the template as needed to personalize it or add sections.

Open Simple Memorandum Template - Google Docs


Interoffice Memo Template - Word

 

Interoffice Memo Template Word

In addition to formal communications, use an interoffice memo when you want particular formatting that email doesn’t accommodate. You may also want to be able to save the memo as a printable document. Follow the headings included in this interoffice memo or create your own to highlight key points. 

Download Interoffice Memo Template - Word


Formal Memorandum Template - Word

 

Formal Memorandum Template Word

You could use any of the templates on this page for formal matters, but this memorandum format template is reminiscent of a typical memo layout. Breaking the body of the memo into sections will help guide readers through the document, create clear transitions, and emphasize important facts and recommendations. When sending a formal memorandum as a hard copy, you may want to add handwritten initials along with your printed name.

Download Formal Memorandum Template - Word


Executive Approval Memo Template - Google Docs

 

Executive Approval Mamo Template Google Doc

An executive memo seeks approval from decision-makers in order to resolve issues related to business projects. Keep this type of memo brief, but you should include necessary details and clearly state concerns in order for management to make informed decisions. This approval memo template includes options for an executive to approve, disapprove, or follow up on the matter.

Open Executive Approval Memo Template - Google Docs


Colorful Memo Template - Word

 

Colorful Memo Template Word

If you want a colorful design for your memo, this template offers a border option that frames the memo to create visual interest. Adding color while maintaining a professional style may grab the reader’s attention without distracting from the written content. You can customize the colors to match your taste and business needs.

Download Colorful Memo Template - Word


Understanding Types of Memo Templates

Templates are available for a variety of memos, however, it’s helpful to know what you’d like to accomplish first before downloading too many options. A business memorandum should not be confused with a credit memo or a memorandum of agreement. A seller issues a credit memorandum to a buyer after they have made a purchase in order to reduce the amount owed or cancel the transaction. A memorandum of agreement, also called a memorandum of understanding (MOU), is similar to a contract and may or may not be legally binding, depending on the terms. An MOU describes the terms of a working partnership between two parties. Another type of memo is a private placement memorandum, which is a legal document businesses give to prospective investors when selling securities.

In contrast to memorandums that serve as legal documents, contract agreements, or invoices, business memos are communication tools used within companies, universities, and in government settings. They are often referred to as internal memos, which is somewhat misleading since all memos used in business settings are typically for internal communication. Some people may also describe business memos as office memos or interoffice memos within an organization. Other memorandum types include policy and operational memos, which provide top-down directives to employees about changes in policies or operations.


Tips for Creating Effective Memos

Since a memo is a form of formal communication, presentation is important. Here are some tips to keep in mind when writing a business memorandum:

  • Style Matters: Choose an appropriate design for your memo based on the setting in which it is being used and the message it conveys. In some cases, adding color may capture a reader’s attention or help emphasize an important section of the memo. You can also include headings to draw attention to important points.
  • Be Concise: To help ensure that your memo is read and understood, its purpose should be clear and the language objective and concise. List the subject of the memo in the heading, and begin the body of the memo with a clear statement of purpose.
  • Choose Topics Carefully: Make sure the message you are sending is appropriate for a memo and doesn’t contain sensitive information that you should handle differently. For example, you would not send a memo to someone to let them know you are terminating their employment.
  • List All Recipients: Send copies to anyone affected by the memo, and list all recipients, especially if you are sending a formal memorandum.
  • Proofread: As with any formal business communication, check your memo for errors before sending it. Important messages will be more impactful if they appear professional and polished.

When working from a template, you can also customize a memo by adding a company logo or making other adjustments so that it represents your business culture and industry standards.


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