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For Board Meeting of December 11, 2014, Agenda Item #G.2.a MEMO TO: BOARD OF DIRECTORS FROM: ANDREW COOPER, SAFETY & LOSS CONTROL SPECIALIST PAULA DIXON, DIRECTOR OF ADMINISTRATION Through: ALLAN
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How to fill out a memo to the board of:

01
Start by identifying the purpose or topic of the memo. Clearly state what you want to communicate to the board, whether it is a decision, update, or request.
02
Provide a brief introduction that outlines the background or context of the memo. This helps the board members understand the significance and relevance of the information you are sharing.
03
Present the main points or issues in a clear and concise manner. Use bullet points or headings to organize the content and make it easier to read and understand.
04
Use facts, data, and supporting evidence to back up your points. Providing factual information helps strengthen your arguments and adds credibility to your memo.
05
Include any relevant attachments or supporting documents. If there are any reports, charts, or analysis that support the information you are presenting, make sure to include them as attachments.
06
Summarize the memo in a conclusion that restates the main points and emphasizes any action or decision required from the board members.
07
Proofread and edit the memo for clarity, grammar, and spelling errors before finalizing it. A well-written and error-free memo demonstrates professionalism and attention to detail.

Who needs a memo to the board of:

01
Executives or senior management: They may need to provide updates, proposals, or reports to the board for review and decision-making.
02
Department heads or team leaders: They may need to communicate important information, seek approvals, or request resources from the board to support their department's goals and objectives.
03
Project managers: They may need to report project progress, seek guidance, or obtain approvals from the board members who oversee the project's strategic direction.
04
External stakeholders: Individuals or organizations external to the company may need to share pertinent information or make requests to the board.
Overall, anyone who needs to communicate important information or seek approvals from the board would benefit from using a memo as a formal and effective way to convey their message.
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A memo to the board is a formal document that communicates important information, proposals, or updates to the board of directors or governing body of an organization.
Typically, executives, department heads, or managers within an organization are required to file a memo to the board, especially concerning matters that need board review or approval.
To fill out a memo to the board, include the date, recipient (board members), subject line, body of the memo with the necessary information or proposal, and your name and title as the sender.
The purpose of a memo to the board is to inform board members of relevant issues, facilitate decision-making, and provide updates on organizational matters that require their attention.
The memo should include essential information such as the subject matter, background context, proposed actions, any financial implications, and recommendations for the board's consideration.
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