How To Make/Create a Memo in Microsoft Word [Templates + Examples] 2023

Jun 29, 2023

A memorandum or memo is a document that is used for internal communication within an organization. The document is usually intended for announcements, providing updates, or addressing specific tasks or issues.

Build a Memo in Microsoft Word  – Step-By-Step Instructions

A memo is usually 1-2 pages long so it can be easily drafted using word processors like Microsoft Word. The application offers different kinds of text formatting tools that can help its users prepare all sorts of business documents including memos. 

Step 1: Look for a Memo Template

Look for a memo template in Template.net. The website offers a wide selection of templates that come in various designs and layouts. 

Step 2: Pick Out a Template

Take your pick at the selection provided, just like this sample internal memo template which can be edited in Microsoft Word.

Step 3: Download the Template

Then on the right side of the image, click on the ‘Word’ button in order to download the template.

Step 4: Edit the Heading

The heading is found in the uppermost section of the memo and includes the title of the document which is “Memorandum or Memo”, the date, name of the organization, and contact information. If you want to upload a company logo, click the ‘Insert’ tab and select ‘Pictures’. 

Step 5: Add the Recipient, Sender, and Subject Line

Right after the heading, you need to write down the name of the recipient, the sender, the and subject line which should provide a concise summary of the main topic or purpose of the memo. To enhance the text, you can use text formatting tools such as the ‘Bold’ button for bold lettering which you can find on the ‘Home’ tab. 

Step 6: Write Down the Main Body

The body of a memo consists of the main content where the information, updates, requests, and announcements are presented. It can be written in paragraph form, and bullet points and may include headings and subheadings. On Microsoft Word, you can find the bullet list button on the ‘Home’ tab. 

Step 7: Save Changes or Email the Memo

After you have completed the memo, don’t forget to save the changes you have made to the document. Go to the ‘File’ tab and click on the ‘Save As’ button. However, if you wish to email the document, click on the ‘Share’ button.

Memo Templates & Examples

Memos are an effective means of internal communication, allowing organizations to disseminate information, coordinate activities, and address important matters in a concise and timely manner. They provide a written record of communication and serve as a reference for future discussions.

Project Meeting Memo Template

Use this project meeting memo template to announce an upcoming meeting regarding a specific project which is applicable to all sorts of companies. The template comes in various formats such as Word, Google Docs, and Apple Pages. 

Sample Meeting Memo Template

Should you need to announce a meeting via email, then you can make use of this sample meeting memo template. The template can be easily modified so all you need to do is complete its content. 

Sample Company Memo Template

A company memo is a written or digital document used to convey internal communication between members of the organization. It is used to make company-related announcements, updates or provide instructions to employees or departments. 

Staff Meeting Memo Template

Use this staff meeting memo template to announce an upcoming staff meeting for your department. You can print out the template and post it on a bulletin board or distribute it via email.

Sample Legal Memo Template

A sample legal memo is a document prepared by legal professionals to provide legal advice or summarize legal research. This document is used for internal communications within law firms, legal departments, and government agencies.

Blank Credit Memo Template

This blank credit memo template can be used by sellers to provide customers with the confirmation or acknowledgment of a credit or refund due. This kind of memo is commonly used in returns, exchanges, overpayments or to resolve billing errors. 

Sample Employee Disciplinary Memo Template

An employee disciplinary memo is a document sent to an employee or a group of employees to formally address an employee’s misconduct, violation of company policies, or performance issues. It is a formal record of the disciplinary action taken and communicates expectations for improvement or consequences for further violations.

Professional Company Memo Template

If you need another layout for your memo, then you can use this professional company memo template. You can edit the template by adding the organization’s name, uploading a company logo, and then writing down the message.

Blank Cash Memo Template

A cash memo or also known as a cash receipt is a document used to provide proof of a cash transaction between seller and buyer. These are commonly used by retail stores, restaurants, and other establishments that accept cash payments. 

Blank Debit Memo Template

A blank debit memo template is a document used by companies to notify their customers of an increase in their account balance due to a debit transaction. The document is provided whenever the company needs to correct billing errors, record additional charges, or request payment for outstanding amounts.

FAQs