The INTEROFFICE MEMORANDUM A written message sent to persons within an organization is called a memorandum (“memo” for short). Memos are internal documents that use a special format; since they are internal documents, addresses are not required, making them a streamlined, informal means of communication. For this reason, courtesy titles (Mr., Ms.) of the recipient are rarely used, unless intended as a indication of respect, such as for a person with a doctoral degree. Memos may be printed on plain paper, letterhead, or “memohead,” a less formal internal stationery. Memos are usually delivered by putting them in the recipient’s office mailbox, in-box, or sent via an interoffice envelope, which is resusable. E-mail has also become a standard form of internal communications and should be treated as professionally as printed documents. Standard memo format: Heading: Double-spaced (DS), bold, and ALL CAPS; job titles and department names are optional. Body: Single-spaced (SS), DS between paragraphs; block style--do not indent paragraphs. Reference Initials: Only when the memo is keyed by someone other than the sender, the keyboard operator’s initials are keyed in lowercase letters a DS below the body. Enclosure/Attachment notation: Items clipped or stapled to the memo are noted as attachments; items included in the envelope with the memo are enclosures. These notations are keyed a DS below the reference initials. Make sure the reference in the body of the letter corresponds to the notation (e.g., body says “Attached is…” and notation says Attachment). Copy notation: If a copy of the memo is sent to someone else, this is noted as a SS below the Notations line (or a DS below the reference initials if no Notations). If a “bc,” key on that recipient’s copy only. Side and bottom margins: Default or 1”. Top margin: Approximately 1.5” or three hard returns below the masthead (if Interoffice Memo letterhead or memohead stationery is used). Font size: Generally a 12 pt. serif font, TO: Brenda Powell, Office Manager such as Bookman or Times New Roman, FROM: Lawrence Medina, HR Rep. is used for readability. DATE: March 6, xxxx SUBJECT: Internal Correspondence Sample memo on “memohead” stationery Ö A memorandum is an internal communication that is sent within the organization. It is often the means by which managers correspond with employees and vice versa. Memos provide written documentation of announcements, requests for action, conversations, and policies and procedures. Templates, or preformatted forms, are often used for keying memos. Templates provide a uniform look for company correspondence and save the employee the time of having to design and format each memo. Word processing software also has memo templates that can be customized. An example of a template is attached. lm Attachment c: All Employees Marian Meyer, Instructor • [email protected] • http://planet.cnm.edu/mmeyer The BUSINESS LETTER Business letters are prepared on official company letterhead stationery, which has the company name, address, telephone number, and logo; it often also includes the company’s fax number, e-mail address, web page, and/or company slogan. Sometimes, names of officers of the company are also included. Most letterheads are between 1” and 2” deep. If letterhead is not used (i.e., plain stationery is used), the company information is keyed immediately above the date. Business letters should be mailed in envelopes that complement the company’s letterhead stationery. To be attractive, letters are centered vertically on the page and positioned according to their length; vertical positioning is adjusted below the dateline. The first-page top margin is adjusted to accommodate the letterhead. Business letters contain specific parts that serve very specific purposes. Listed below are the principal parts of a typical business letter as well as instructions for both Block and Modified Block formats. Parts of a business letter: Dateline: The letter is dated the day it is mailed. For Block style, the left margin of the date is at the document’s left margin; for modified block, the left margin of the date is keyed from the center of the paper. The dateline always appears 2-3 spaces below the letterhead. Inside Address: The name, title, and mailing address of the person to whom the letter is directed. Include a courtesy title (Mr., Ms.) unless a professional title (M.D., Ph.D., Rev., etc.) is appropriate. Key four spaces below the dateline, or adjust for better vertical positioning. Be sure you know how the company spells its own name, including punctuation, ampersand, etc.--consult a business directory or look it up on the Internet when in doubt. Salutation: Key a DS below the inside address; use “Dear” plus the courtesy title and last name of the recipient unless the writer is on a first-name basis with him or her. Use Ladies and Gentlemen if the first line of the inside address is a company name. Line ends with a colon (never a comma in a business letter). Body: The message of the letter, begin a DS below the salutation line. SS line spacing and DS between paragraphs. Block style does not indent the first line of each paragraph; modified block indents each first line 1/2”. Complimentary Close: The formal closing of the letter, keyed a DS below the last paragraph of the body. Line ends with a comma; only the first word of the Complimentary Close is initial cap. Signature line: Leave three blank lines between the Complimentary Close and the writer’s name and title. The writer’s name is keyed on the fourth line and his/her title is keyed on the fifth line. Key the writer’s professional title, such as M.D., D.D., or Ph.D., on the same line as the name (never use Dr. instead). Reference Initials: Only when the letter is keyed by someone other than the sender, the keyboard operator’s initials are keyed in lowercase letters a DS below the title line. Enclosure/Attachment notation: Items clipped or stapled to the letter are noted as attachments; items included in the envelope with the letter are enclosures. These notations are keyed a DS below the reference initials. Make sure the reference in the body of the letter corresponds to the notation (e.g., body says “Attached is…” and notation says Attachment). Copy notation: If a copy of the letter is sent to someone else, this is noted as a SS below the Notations line (or a DS below the reference initials if no Notations). If a “bc,” key on that recipient’s copy only. Font size: Generally, a 12 pt. serif font, such as Bookman or Times New Roman, is used for readability. Address Protocol: When addressing letters, follow the protocol used in the recipient’s country. For example, in many countries, the recipient’s last name is listed before the first name. The name of a foreign country is keyed in ALL CAPS and is the last line of the address. For more information about address or post office conventions, refer to a Zip code directory or consult a reference manual. Marian Meyer, Instructor • [email protected] • http://planet.cnm.edu/mmeyer Õ BLOCK Style Professional Office Consultants, Inc. 1234 1234 1234 315 North Second Street 1234 1234 San Francisco, CA 94114-8895 …Letterhead stationery 415-555-1223 • 415-555-1224 (Fax) …Dateline August 15, xxxx Ms. Armanda Castillo Office Manager TelNet Corporation 24 Technology Drive Irvine, CA 92865-9845 …Inside Address …Salutation Dear Ms. Castillo: Thank you for selecting our firm to assist with the setup of your new corporate office. You asked us for a recommendation for formatting business letters. We highly recommend the block letter style because it is easy to read, simple to produce, and efficient. This letter is keyed in block format. As you can see, all lines begin at the left margin. Default side margins may be used and the letter is centered vertically on the page for attractive placement. …Body We think that you will be happy using the block letter format. Eighty percent of businesses today use this same style. Enclosed are other samples of this style for your review. Sincerely, …Complimentary Close …Signature Line Anderson Cline POC Consultant (writer’s name and title) lm …Reference Initials Enclosures …Enclosure Notation MODIFIED BLOCK Style Ö Professional Office Consultants, Inc. 1234 1234 315 North Second Street 1234 1234 San Francisco, CA 94114-8895 415-555-1223 • 415-555-1224 (Fax) August 15, xxxx ØLetterhead envelope 123 123 Professional Office Consultants, Inc. 123 123 123 315 North Second Street San Francisco, CA 94114-8895 Ms. Armanda Castillo Office Manager TelNet Corporation 24 Technology Drive Irvine, CA 92865-9845 Ms. Armanda Castillo Office Manager TelNet Corporation 24 Technology Drive Irvine, CA 92865-9845 Dear Ms. Castillo: Regarding the style of your company’s business letters, an alternative to the block letter style is the modified block style. This format is a long-standing, traditional one used by many companies. This letter is keyed in modified block format. As you can see, the date and complimentary closing are keyed from the center of the page. Side margins may remain default and the letter centered vertically on the page for attractive placement. Enclosed are other samples of this format for your review. If you need additional assistance, please feel free to call me. Yours truly, Anderson Cline POC Consultant lm Enclosures Marian Meyer, Instructor • [email protected] • http://planet.cnm.edu/mmeyer
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