TOPIC: Executive Summary

Email vs attached Memo & Memo templates

Employee at a credit_union ($1.2BUSA)

How do you decide when you need to prepare a formal Memo for attachment to an Email vs simply using the body of the email message? I would like to develop some consistency so that my communications are clear to my Colleagues and Executives. I'm specifically thinking of how to make clear when I am addressing Compliance issues that, in my opinion, need to be addressed vs when I am simply making recommendations that may or may not be regulatory in nature for a business decision.

Also would be interested in seeing your memo templates.

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