Memorandum Regarding Streamlined Activity Report



Memorandum Regarding Streamlined Activity Report :




This Memorandum should be typed in the official letter-head of the company.


TO :


FROM :


DATE :


SUBJECT : Streamlined Activity Report


How would you like to standardize and streamline activity reporting within the division? At present, I receive weekly reports containing various levels of detail. They tend to be more than I can assimilate and are probably a little time-consuming on your end. Beginning with the April report, I want to go to a monthly highlight summary. By this, I mean a summary of key activities/accomplishments rather than a record of every phone call or customer visit. Under a heading called Accomplishments, please include activities such as:


Noteworthy new accounts acquired


Special training or seminars attended


Under a heading called Upcoming Calendar, please provide information about :


Meetings with important clients


Requested vacation dates


Scheduled travel times


Other miscellaneous headings from month to month might include :


Quarterly Review


Yearly Performance Review


These reports will provide me with a good picture of business within the division. I will, in turn, compile this information from everyone to give you a picture of our team’s activities.


Attached are several models of this format. Let’s see how efficient we can be in April!




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