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Bret Tutor > Memos and Reports

Memos and Reports

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Do you need to write effective reports and memos in English? Are you confused when it comes to certain terms and idioms you typically find in reports? No problem, this lesson will help you to fix these issues and more.

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Memos and Reports

Vocabulary - Expressions - Phrasal Verbs - Idioms:

Memo - refers to a short written message meant to relay company information to employees. Memos can also be sent to customers, business partners, suppliers, and others involved with your business.

Report - a document that provides company information in a narrative and logical manner. Reports frequently vary in length and content, but many companies have standards that must be followed.

Subject - the main reason for the report or memo. Memos will typically only have one subject, while a report will have one main subject with other minor subjects and points.

Touch base - may appear in a memo meaning that the sender wanted to make contact with anyone the memo is intended for.

Troubleshoot/troubleshooting - referring to a problem that needs to be solved. The creator of the memo is looking for the problem, what is referred to as “trouble”.

Online document management system - software that a company runs online to keep track of memos and reports. Companies either run their own through systems like Sharepoint from Microsoft, have other companies create these systems, or for smaller companies they use Google docs or other free systems.

Up to date - the written content has the latest information and any changes to the data has been made. This is important to ensure that projects and tasks run effectively and produce the desired results. Memos and Reports Live Example

Live Example:

Kim prepared a memo in order to touch base with her fellow employees. The subject involved the due date of upcoming reports and how to troubleshoot accounting problems for the company’s biggest client. She keeps all of her documents in their new online document management system provided by a third party vendor. With the system in place it makes it much easier to troubleshoot any new issues and track the results by updating reports associated with the issue. It also makes it less difficult to touch base with employees from various other offices around the world. The information is always up to date as long as the employees add in any new information and correct information that is outdated.
Live Conversation Example

Live Conversation Example:

Ann: Did you get that memo Kim send out about troubleshooting IBM’s accounting problems?
Bill: No, was my name included?
Ann: I thought so. She just wanted to touch base with us on upcoming report due dates.  
Bill: I guess I better ask Kim if I should have received the memo. The issue with IBM is a subject of many reports and memos.
Ann: Take a look at the latest memos in the online document management system. Tom said that all of the project’s documents are up to date.
Memos and Reports Practice

Practice:

Always read entirely through all memos and reports to make certain you understand everything it discusses.
How would you troubleshoot a problem such as a complaint by a customer?
What are some online document management systems that you have worked on in the past?
Why is it important to have the latest up to date information?
What can you do to ensure that the reports you are reading are up to date?
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