A
note or record made for future use.
"the two countries
signed a memorandum of understanding on economic cooperation"
That's
what I got when I “Googled” “memorandum.” I had been
thinking of my days as an administrator when I did so, and I also
pulled up a mildly satirical essay that I wrote on administration a
few years ago. The main content was a quiz allegedly designed as an
examination for administrators. I include here one question – one
that relates to memos. Its focus is on the distribution of the
document but, unfortunately, it is more realistic than the dictionary
definition – at least based on my experience in the field:
5. The
primary purpose of copying someone on a memo is
a. to
cover yourself
b. to
get him or her involved
c. to
support the paper industry
d. I
don't understand the question
The
Google®
definition is fine as far as it
goes, but it only mentions the nominal
purpose of memoranda, and is thus somewhat misleading. The actual
purpose may be entirely different and I'd like to dilate a little on
what is often the actual purpose of this tool. (By the way, the
correct answer for an administrative wannabe is d. Indeed, that is
the safest answer for an administrator to give to any
question.)
It
is certainly the nominal purpose (and occasionally the actual
purpose) of a memo to convey information from the sender to the
addressee, whether or not that addressee is ever furnished a copy of
the document (see below). That information may be new or a reminder
of something discussed earlier. Ideally, that would be the sole
purpose of such a message but, unfortunately, it's not. The
definition above, “A note or record made for future use,” is
right on the money. What is lacking, however, is a full exposition
of what that “future use” might be. And that use may relate to
any of three individuals – the sender, the addressee, and someone
who is “copied” on the document. I'll deal with them in
sequence.
The
sender has something to say (if only to cover himself). The initial
assumption is that it is true, though that is not always the case.
The purpose of the memo is to be sure that the recipient is informed
of its contents. In theory the memo will ensure this result,
although that is not always the case – especially if the words are
ambiguous. Actually, that may be the intent. If the sender's goal
is to confuse or weaken the recipient, such language is well suited
to that purpose. However unclear the message, though, the addressee
is likely to use what he understands to be the information in what he
believes to be a productive manner.
If
the information is false, however, and the recipient does not know
this, it could cause him to make an error. Of course that may be the
aim of the sender, especially if the recipient is a rival. There are
times, however, when the recipient would recognize the mendacity of
the contents but your goal is to memorialize your version without
giving him the opportunity to gainsay it. That problem is easily
solved by not sending him a copy, but saving the original as “proof”
that it was sent, while his failure to deny what was said could
possibly benefit you if there would be any dispute in the future –
possibly after he has forgotten the entire incident. A memo that
contains information that might be harmful to another may or not be
sent to him, but should certainly be copied to others (cc – more on
this subject to follow). If you don't want him to know that you're
setting him up or making a fool of him, use “blind” copies (bcc).
Another use of blind copies involves those times when you want him
to believe you are on his side although the opposite is the case.
(Of course you'll make the recipients of the copies known to him if
the goal is to antagonize.)
I'm
already discussing the goals of the sender, so let me continue.
Apart from designs on the addressee, the author of the memorandum may
simply be trying to improve his own image in the eyes of the
recipient or those copied. One way he can do this is by correctly
“predicting” the results of some action or policy. The best way
to do this is prepare contradictory memos and file them for future
use. Neither should actually be sent out, even though they should be
addressed to someone in authority. When the time is right the
“sender” will only pull out the correct prediction and, if the
“recipient” claims he never got it, insist that it must have been
lost in the mails (or, if the sender can get away with it, that the
addressee must have forgotten).
I've
mentioned the parties copied, but the context was their viewing
pleasure – as they recognized your own brilliance and the
incapacity of your target. But listing them as cc or bcc also has
the advantage of making them parties to whatever is contained –
whether you actually sent it to them or not. That involvement, too,
may be valuable for the “future use” of which the definition
speaks.
Some
final notes about memos are in order. Remember that a memo can be
sent electronically or using hard copy. Electronic messages may be
the easiest for record keeping and as evidence should it be needed.
But that coin has two sides. Depending on the skill and expertise of
staff, it may be easier to determine whether electronic messages were
actually sent. So when you anticipate a future dispute and you don't
want one party or another to know that something was not sent and
received, paper may be the medium of choice. Style should also be
considered carefully – whether you wish to sound sincere,
superior, or snarky. Snarky is ideal when you're in the process of
humiliating someone.
And,
of course, it's important to decide in advance how you'll respond (if
you choose to do so) to a memo sent by someone else, or to the
failure to receive an anticipated message. Bearing in mind the
possible implications, especially those outlined above, it would be
prudent to have a plan of action in mind beforehand – one that puts
the other party on the defensive when he thinks he has the upper
hand. Memoranda are a minefield. Caution is warranted.
Next
episode: “Writing It Right”
– “PC Writer?” No. That might result in a lawsuit.
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