Memo Outline

The sample memo template should be created so that it can just be reused every time the memo is due. It should also have a space for any descriptive or narrative comments, in case the need arises. This is the easiest type of memo to use once you’ve already created the template as you won’t have to make it again and again. A memorandum of understanding template is a non-binding written agreement the contents of which outline the terms and details of the agreement. In addition, it also includes the responsibilities and requirements of each party. The creation of this template is the first stage before you enter into a formal agreement with another party. Memo Outline A typical memo includes five sections: (1) Issue, (2) Brief Answer, (3) Facts, (4) Discussion, and (5) Conclusion. This is the best way to approach.

A memo template is a short, clear, and understandable message sent by one person to another. Commonly, the content is not more than 10 lines to make sure that the reader can do the request as soon as possible.

There are so many examples of memo and some of them are easily found in our daily life. Well, you can take a look at the refrigerator at home. If there are small papers with all messages from your moms and dads, they can be in the memo category. The messages given are also common things like “Don’t forget to close the window”, “Make sure to check the microwave”, and more.

Interestingly, aside from informal memos you commonly get from your mom, there are also memos that are more formal. This type of memo is seen in workplaces including offices, colleges, schools, and others. For informal memos, there is a certain format to apply. This way, the message tends to be clearer and more understandable. This matter is very important particularly if the message is related to the work. Sure, there should not be any mistake or error on it.

Free Memo Templates Word Document

Format of a Formal Memo

A formal memo or all memos in general, has a particular format. In making a business memo template, make sure that it has the following parts.

  1. The Head of Memo

The head of the memo consists of the title, the sender’s name, and the receiver’s name. For formal memos, make sure to type down the names of the sender and the receiver along with their titles and positions in the office. You can also write the date when the memo is made.

  1. The Body of memo

The body of the memo means the content of the memo. Make sure that it is written shortly and clearly. The shorter it is, it will be better with note that the message must be understandable.

  1. The Foot of Memo

The foot of the memo consists of the closing and signature. If you are forgotten to write the sender’s name at the head of the memo, you can write it here after your signature.

Characteristics of Memo

Although it is clear enough that the memo is commonly short, people may still confuse it. Moreover, there are still many other documents that contain messages given from one to another, for example, there is a letter. So, here are some characteristics of a memo to know.

  1. A memo must be short. It must not consist of too long lines with many paragraphs. Moreover, a memo is commonly written only on a small paper,
  2. Despite being short, the content must be clear and understandable. Make sure to choose proper words anyway. Sometimes, a memo is written with codes so that only the sender and the receiver can understand the message. That’s okay for sure.
  3. Particularly for formal memos, there must be details like the reference number, date and time, signature, and others. You can even add the subject if it is necessary.
  4. The sender and the receiver must be clear.
  5. The language can be formal or informal depending on the situation and people involved in it.

Types of Memo

As it has been mentioned above, generally, there are 2 types of memo template word; formal and informal memos. Informal memos are known also as private memos that don’t require formal formats. The language used also tends to be informal. An informal memo is used to send messages among the family members or between friends. On the other hand, a formal memo is commonly sent from someone with a higher position in the company to the lower one. It can be vice versa.

Among fellow office employees, it is possible also to send informal memos in case they have been really close to another. Sometimes, situations in the office should not be too formal to improve friendship and intimacy. Sure, if the memo is sent from or to your boss, it is a different story. Politeness is still really important in some cases.

Free Memo Template

Purposes of Writing a Memo

So, what are the main purposes of writing a memo? It is by remembering that you can send a letter instead. Of course, there are many reasons why people choose to write a memo and not a letter. Some of them are explained below.

  1. Urgent Situation

A memo is commonly written in a more urgent situation. For example, your team needs to conduct a meeting as soon as possible today. Rather than sending the employees a formal letter to inform them, it is better and faster to make a memo and then put it on the bulletin board.

  1. Limited Time

The sender may also want that the receiver understands the message more immediately. That’s why; the content of the memo is commonly also short with important points. In limited time, sending a memo is much more helpful than sending a complete letter.

  1. He or she just cannot speak directly

Often, a memo is sent because the sender just cannot speak directly to the sender. Well, both may be in the same office or in the same room. But for their own businesses, they cannot meet directly. That’s why; a memo is better to send in such a situation.

  1. As a Reminder

Many memos are also made and sent as a reminder. So, there has been an official announcement before about a meeting or the likes. At home, your mom may also have asked you to close the window if you are going outside. But to make sure that you remember the request, a memo must still be made.


A memo is a kind of short letter made by a sender to the receiver. It must be made shortly but clearly and understandably to make sure that the receiver can do the message immediately. There are formal and informal memos and for the informal ones, there is a format that should be followed.

A typical memo includes five sections:

(1) Issue,
(2) Brief Answer,
(3) Facts,
(4) Discussion, and
(5) Conclusion.

This is the best way to approach learning to draft effective legal memos. But keep in mind that, in practice, attorneys often prefer that memos do not adhere to this standard format.

Below is an illustration of what your memo would look like, as well as a brief description of each of the sections of your memo. The individual sections of the memo are each discussed elsewhere on this blog.



Memo Template


Brief single sentence issue statement, which appropriately defines the legal question addressed and includes a few relevant facts that go to answering that legal question.

Brief Answer(s)

Brief answer to your issue statement that begins with a 'yes' or a 'no' and follows with a succinct explanation of your basis for that answer, preferably including the facts that support your conclusion.


Succinct statement of facts that includes all facts that you analyze in your discussion section and any other facts necessary for relevance.

An introductory or 'umbrella' paragraph(s) is a helpful way to define the legal rule(s) that you will be analyzing. Typically, you will organize your discussion of the legal rule into subsections that correspond to the elements of the legal rule. For example, if you are analyzing a tort, you might break your discussion into three sections: (1) whether the defendant owed the plaintiff a duty, (2) whether the defendant breached that duty, and (3) whether the plaintiff suffered any damages. The headings of your sections should correspond to the element of the rule that you will be analyzing within that section. Preferably, the heading will be your Conclusion to that issue, phrased as a complete sentence.

I. The defendant owed the plaintiff a duty to transport her to school in a reasonably safe manner.

¶ 1 - Your first sentence should clearly state the applicable Rule (or sub-rule) (I.e., 'To prevail on her claim, the plaintiff must first prove that the defendant owed her a duty of care.') Your next sentence(s) should provide an Explanation of the Rule, which serves as a road map to your reader by informing your reader of the topics that you are going to address in the remainder of your analysis section.

¶ - Following your introductory paragraph comes your first analysis paragraph, where you will analyze the rule/issue identified in your previous paragraph by comparing case law facts and holdings to your facts. When possible, start each paragraph with a topic sentence. Following your topic sentence, analyze cases that discuss that topic by stating the relevant facts and holdings from those cases. Next, compare those cases to the facts of your own case. You will likely have a number of analysis paragraphs, depending on the nature of your legal issue. If the legal issues are complex, you may even choose to further break up your analysis by subsections.
¶ Your final paragraph/sentence should succinctly repeat your Conclusion for this analysis section.

II. The defendant breached his duty to the plaintiff by operating the school bus while intoxicated.

Repeat above.

III. The plaintiff suffered significant injuries as a result of the defendant's conduct.

Repeat above.

Whether Linda Petersen, owner of Petersen Pilates, Inc. fitness center ('PPI') and developer of a unique personalized Pilates training method, has a claim against Alexandria Dimitri, a former PPI employee, for misappropriation of a trade secret resulting from Ms. Dimitri's unauthorized use of a similar training method at another fitness center.

Yes, a court would most likely find that Ms. Petersen's personalized Pilates plan method could be a trade secret and Ms. Dimitri's use of this method at another fitness center could constitute misappropriation of that trade secret because Ms. Dimitri should have known that her acquisition of the method was improper and Ms. Dimitri used the method without Ms. Petersen's express or implied consent.

The validity of Ms. Petersen's claim for trade secret misappropriation depends upon whether (1) the PPI System could be a trade secret, (2) Ms. Dimitri should have known that her acquisition of the PPI System was through improper means, and (3) Ms. Dimitri used the PPI System without Ms. Petersen's consent. These issues are governed by the Colorado Uniform Trade Secrets Act ('CO UTSA'), C.R.S.A. § 7-74-102 (2009).Mineral Deposits Limited v. Zigan, 773 P.2d 606, 608 (Colo. App. 1989). Whether the PPI System is a trade secret and whether Ms. Dimitri's acquisition and use of the PPJ System constituted misappropriation are questions of fact. Gold Messenger, Inc. v. McGuay, 937 P.2d 907, 911 (Colo. App. 1997); Powell Products, Inc. v. Marks, 948 F. Supp. 1469, 1482 (D. Colo. 1996).

I. A court would likely find that Petersen's PPI System constitutes a trade secret.

a. Ms. Petersen's PPI System was not known outside of her business.
[[Analysis in the form of CREAC]]
b. Ms. Petersen's employees did not know how the PPI System operated.
c. Ms. Petersen took adequate measures to protect the trade secret.
[[Analysis in the form of CREAC]]
II. Ms. Dimitri should have known that she improperly acquired the PPI System.
[[Analysis in the form of CREAC]]
III. Ms. Dimitri used the PPI System without Ms. Petersen's consent.

Memo Outline Format

Example Of Memorandum

Ms. Petersen should succeed with her misappropriation of trade secret claim against Ms. Dimitri because (1) Ms. Petersen's PPI System is likely a trade secret, (2) Ms. Dimitri acquired Ms. Petersen's PPI System through improper means, and (3) Ms. Dimitri used the PPI System without Ms. Petersen's consent.