Uploaded by Jason Coleman

Tips for Writing Great Memos

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A FEW GUIDELINES FOR MEMOS
Case Preparation
When writing a memo, form concise arguments. Resist the temptation to obtain outside information, as
the case writing exercise centers around forming an argument based on the information given. In so
doing, you will learn considerably more about strategy, decision-making, and recommendations.
Use bullet points sparingly. When appropriate, use exhibits provided in the case to support your
arguments. Do not append an exhibit that is not referred to in the case or that only reproduces case facts
(e.g. putting a table into graphical form). Also, do not include exhibits which are not discussed in your
memo.
Finally, try to connect the case to class discussions, lectures, and readings. Demonstrate what you have
learned in the course, and how it can assist your decision-making and strategic considerations. This will
not only make for a more robust memo, but also help you learn the material and prepare for the exams.
Suggested Format
1. Begin by defining the major issues of the case and present your primary argument for a C-Suite
audience.
2. Develop a deeper analysis of your argument. If appropriate, connect the case to your micro
studies or class lectures. Support your argument with case facts and/or reasonable assumptions.
3. Memos should be 2-3 pages of text using 1.5 line spacing. Appendices are not included in the
page limit.
Other Considerations

Do not waste time summarizing or paraphrasing details of the case. Make an argument and defend it.

Choose specific over abstract; avoid making generic statements or broad conclusions. You should
have a coherent argument that answers the question asked in the assignment, supported by details
from the case.

Please only answer the specific questions selected for the memoranda. These are listed at the bottom
of the assignment. The other questions are simply for you to prepare for class, not for written
submission. Please also be sure to label your answers (e.g. “Airborne 3.”)

In many of our cases there is sufficient data to support your arguments with quantitative analysis.

As mentioned above, if you are using exhibits, make sure to reference them in the body of your text.
That way, the reader can easily link your argument to the information found in the exhibit.

Keep it simple. Write clearly and try to avoid jargon and abbreviations. If appropriate, use definitions,
footnotes, formulas, etc.

There rarely exist right answers—this course is not about regurgitating what you think the professor
wishes to hear. Be open-minded and make well-supported arguments. Always keep in mind the
strengths and weaknesses of any particular course of action.
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A FEW GUIDELINES FOR MEMOS

If your analysis hinges on assumptions that is fine, sometimes it is difficult to perform the analysis
without assumptions. Make sure to state your assumptions clearly, and to think about whether your
assumptions are reasonable.

If relevant, highlight any risks or uncertainties to your recommendation.
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