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Appendix C

Writing a Memorandum or Report

As a professional in your field, you will be expected to obvious (you). The name of the person to whom the mem-
communicate effectively with your colleagues, supervi- orandum is being addressed ideally should be represented
sors, and the public. E-mail is a standard method for by the name of an actual person or group of persons, as
communicating ideas, information, and results. However, opposed to “Instructor,” “Lab TA,” or some other set of
written memorandums and reports are still quite words. If you find an entry for “cc:” (“courtesy copy”, or
commonly used in natural resource organizations. This the older term “carbon copy”) in a memorandum tem-
Appendix focuses on two types of written communication plate, then you would place here the name of a person to
(memorandums and reports), although we would hope whom the memorandum was copied.
that you will apply some of the same concepts described The subject line of a memorandum should adequately
here to e-mail communications as well. This Appendix is describe the content, and use descriptive terms such as
designed to illustrate standard memorandum and report “Sampling results from stand 35,” rather than more vague
formats as well as the numerous pitfalls students may terms such as “Lab 5.” Some memorandum templates use
encounter when developing them. Upon reading this “Re:” to represent the subject line (“Re” is an abbrevia-
Appendix, you should be able to: tion for “Regarding”). A memorandum typically refers
only to one subject, so that the results or discussion that it
1. Understand the elements and characteristics of a well-
contains can be filed in the most appropriate place.
written memorandum.
The content of a memorandum needs to present infor-
2. Understand the elements and characteristics of a well-
mation in a logical manner, and in a manner that conveys
written report.
results clearly, correctly, and concisely. Some important
3. Understand the difference between the two reporting
considerations for the content of a memorandum include
options.
the following:
C.I. MEMORANDUMS G The objective of the work
G The approach that was used to collect and process
A memorandum is a relatively brief form of written
information
communication typically used within office settings for G A summary
communicating specific information. A basic memoran-
dum contains five distinct structural elements: A number of items are probably not appropriate for a
G
memorandum, such as a description of the standard equip-
The date that the memorandum was created
G
ment that might have been used (diameter tape, etc.), and
The name of the person who created the memorandum
G
other basic information that natural resource management
The name of the person to whom the memorandum is
professionals should take for granted, such as how many
addressed
G
paces were needed to locate sample plots. However, other
The subject of the memorandum
G
appropriate topics for memoranda may include changes in
The content of the memorandum
organizational procedures, changes in strategy with a sup-
It is not imperative, but at the top of the memo, the porting justification, or recommendations for new capital
word Memorandum might also be placed. The most com- purchases like buying a truck. If figures or tables are
mon errors related to the date of the memorandum include referenced within a memorandum, then they must be
using the incorrect year, and using a date that is prior to attached to the memorandum. The converse holds as well:
the date that the memorandum actually was written. The if figures or tables are attached to a memorandum, then
name of the person writing the memorandum should be they must have been referenced within the memorandum.

339
340 Appendix C: Writing a Memorandum or Report

To ensure that your memorandum has a professional to be much more informative of the background, purpose,
appearance, try to answer the following questions: importance, and influence of a topic or issue. In contrast,
the content of a memorandum is brief and generally to the
1. Is the font size consistent throughout the
point. Reports generally contain the six basic structural
memorandum?
elements:
2. Is the font type (Times New Roman, Arial, etc.) con-
sistent throughout the memorandum? G A summary or abstract
3. Has the memorandum been checked for typographical G An introduction to the report
and grammatical errors? G A description of the methods employed
4. Are units such as ft3 appropriately superscripted? G A summary of the results that were found
5. Have the main results been provided in the text of the G A discussion of the importance of the results
memorandum? G The important conclusions
6. Have the main results been interpreted?
These sections represent the summary, introduction,
To ensure that tables are high quality, consider methods, results, discussion, and conclusions sections that
answers to the following questions: commonly are used in reports. The summary or abstract
can also be called the executive summary, depending on
1. Are descriptive column headers placed over the top of
the situation. The summary presents the main findings or
the data that they were meant to represent?
arguments that are presented within the report. The sum-
2. Is consistent precision used within each column of
mary also helps readers quickly determine what may be
data (i.e., are the decimal places consistent within a
found within the report. The summary may be one of the
column)?
most difficult parts of a report to write, since you must
3. Is the precision used within each column of data (i.e.,
describe the content of the report in a condensed form,
the decimal places) appropriate for the data being
and since it may be the only part of the report that is read
described?
thoroughly by busy managers. The summary, in effect, is
4. Does the table have a title?
used to convince people to read further. The introduction,
5. Has the table been spell-checked?
by comparison, is a section of the report that presents the
6. Is the data right-justified within in a column? Center-
purpose, scope, and objectives of the written document.
or left-justification of data is less intuitive to many
The introduction can include hypotheses as well as a brief
people.
guide to the material that will follow. The introduction to
7. Can the table stand alone so that anyone could under-
a report can also often include a summary of prior studies
stand it should it become separated from the memo?
or reports on the same (or similar) subject. This section of
Figures are graphs, maps, and other items that are not a report prepares readers for what follows.
considered tables of data. To ensure that figures are high The methods section of a report provides readers with an
quality, consider answers to the following questions: understanding of the types of materials and data that were
used to develop results from which conclusions or decisions
1. Are the axes of graphs labeled?
are drawn. In addition to a description of the equipment and
2. Does the figure have a title?
analytical techniques used to arrive at results, the methods
3. Is a consistent font used throughout each figure?
section may also include a critique of other previously used
4. Has the figure been spell-checked?
methods, and may also include the hypotheses. If the report
5. Can your figure stand alone so that anyone could
concerned an experiment, then the methods section would
understand it should it become separated from the
describe how the experiment was designed. If the report
memo?
described a survey, then the methods section would describe
An example of a brief memorandum is presented in the sequence of events that were followed to effectively
Fig. C.1. Of course, Fig. C.1 represents only the text of a design and deliver a survey. The methods should be
memorandum, and its associated table (Fig. C.2) and thoroughly described so that the reader can understand how
figure (Fig. C.3) should be attached (preferably stapled to the results were generated and whether the analysis
the memo). performed on the data collected is valid. Ultimately, the
methods section would contain enough information so that
someone else could repeat the study or analysis.
C.II. REPORTS The results section of a report provides the outcomes
In general, a report is a written document that is meant to of the inquiry, either quantitatively or qualitatively.
inform other people of an idea or situation that you have Comparisons of outcomes are also provided here,
studied. The content of a report is much different than although interpretation of the reasons for different
that of a memorandum. In a report the content is designed (or similar) outcomes is usually left for the discussion
Appendix C: Writing a Memorandum or Report 341

FIGURE C.1 An example of a brief memorandum.

FIGURE C.2 An example table from a memorandum. FIGURE C.3 An example figure from a memorandum.
342 Appendix C: Writing a Memorandum or Report

section of a report. It is in the results section that we you would compare the outcomes of the current study
find the highest quantity of tables and figures. As a result, with those from previous studies or reports. In addition, it
the suggestions we provided earlier regarding tables and is here where the hypotheses that may have been pro-
figures for memorandums also should be followed. The posed earlier are addressed (e.g., did you reject or fail to
results should be presented in a relatively straightforward reject the hypothesis you proposed?).
manner, and their presentation should be organized in a As with the summary section, the conclusions section
logical manner as well. The discussion section of a report needs to be brief and concise, and it needs to present the
represents an interpretation of the results provided. As main thoughts of the report clearly. This section reiterates
with the presentation of results, the discussion should the important concepts presented in the report, and it may
flow in a logical manner: if a reader needs to understand also present areas for future work, make recommendations
one specific set of information prior to considering a for decisions, or raise questions that continue to linger.
broader set of information, then the discussion should be The conclusions section is your last chance to convince
organized accordingly. The discussion section is where the reader of the value of your work.

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