Executive Memo template for Google Docs and Word

The first pages of the Executive Memo template

Every page (3)

Overview

A memo fails when the reader has to hunt for the decision. Senior readers scan the subject line and the first paragraph, then decide whether to read on, so the conclusion has to come first. This template sets a memo out in three short pages: a header and bottom line, the background and analysis, then a recommendation with a sign-off box and a checklist of owners and dates. It suits policy notices, change announcements and funding requests.

The sample is for Dunlinn Works, moving its depot to a two-shift pattern from 3 May 2027. It saves £185,000 a year, carries a one-off cost of £38,000 and names an owner and a date for each step. Replace the names, dates and figures with your own, keep the bottom line to two sentences, and name one person for questions before you send the memo.

Useful for

A director announcing a change to shift patterns across one depot
A finance lead asking the board to approve a one-off budget
A team lead sending a policy change with an effective date

What's included

Title block with owner, date and status for the first page
Bottom line, background and analysis with figures and steps
Recommendation page with a callout and a decision box for the sponsor
Checklist of actions, owners and due dates for the rollout
Make it yours guide page to delete before sending

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Replace the Dunlinn Works name, the sender, the recipient group and the date on the first page.
3
Rewrite the bottom line in two sentences, then replace the background and figures with your own.
4
Set the effective date and the action each person must take, with an owner and a deadline.
5
Delete the guide page, name one contact for questions, then send the memo to the people affected.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Is this executive memo template free?

Yes. Click Make a copy in Google Docs and the file is saved to your own Google Drive, with no sign-up and no charge.

Can I use it for a longer narrative memo?

This template is built for a short memo of one to three pages. For a longer narrative, keep the bottom line at the top and add the tenets and questions as separate sections.

Are the organisation, people and figures real?

No. Dunlinn Works, its managers, the depot, the savings and every figure are fictional sample data. Replace them before you send the memo.

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