Presentation Memorandum Template

Presentation Memorandum Template

This memorandum template is designed to accompany slide decks or visual presentations when you need to provide stakeholders with a formal written summary of the key points. Use this document to outline the context, objectives, and actionable takeaways of your presentation for those who may have missed the session or require a permanent record.

---

Memorandum

To: [Recipient Name or Distribution List]
From: [Your Name/Title]
Date: [Date]
Subject: Summary and Key Takeaways: [Presentation Title]

1. Purpose and Context

[Provide a brief overview of why this presentation was conducted. Explain the business problem, project status, or strategic initiative being addressed.]

2. Presentation Objectives

• [Objective 1]
• [Objective 2]
• [Objective 3]

3. Key Findings and Data Highlights

[Summarize the most important data points or findings presented in the slides. Use bullet points for clarity.]

• [Finding/Data Point 1]
• [Finding/Data Point 2]
• [Finding/Data Point 3]

4. Strategic Recommendations

[Outline the proposed next steps or recommendations based on the presentation content.]

• [Recommendation 1]
• [Recommendation 2]

5. Action Items and Ownership

6. Supporting Documentation

[List links to the slide deck, supplementary reports, or relevant project folders.]

• [Link to Presentation Slides]
• [Link to Supporting Documents]

---

Pro Tips

• Be Concise: Keep the memorandum to one or two pages maximum; the slides should carry the bulk of the visual data.
• Focus on Decisions: If the presentation was meant to drive a decision, highlight the final outcome or the pending approval status clearly at the top.
• Hyperlink Everything: Ensure all links to the slide deck and external data are active and have the correct permissions set for your audience.

Template Document: Presentation Memorandum Template

• Scope: This procedure covers the preparation, review, and distribution of the presentation memorandum for all internal stakeholders.
• Document owner: [Role or team]
• Effective date: [Date]
• Version: [Version number]
• Applies to: [Team, department or process]

Procedure

1. Review the finalized slide deck and identify the primary objectives, key data points, and strategic recommendations. (Responsible: [Presenter Name])
2. Draft the purpose and context section by summarizing the business problem and the background of the presentation. (Responsible: [Author Name])
3. Outline the core presentation content by condensing each major slide into clear bullet points with relevant metrics. (Responsible: [Author Name])
4. Detail the actionable takeaways and subsequent project steps required from the stakeholders. (Responsible: [Project Manager])
5. Format the memorandum using the standardized template structure and verify all bracketed placeholders are populated. (Responsible: [Author Name])
6. Submit the draft memorandum to the designated reviewer for accuracy and tone evaluation. (Responsible: [Author Name])
7. Review the memorandum against the original slide deck to ensure all critical data points are represented correctly. (Responsible: [Reviewer Name])
8. Incorporate any feedback and finalize the text for executive approval. (Responsible: [Author Name])
9. Secure final sign-off from the department lead before distribution. (Responsible: [Department Lead])
10. Distribute the completed memorandum to the recipient list alongside the presentation recording or slide deck. (Responsible: [Communications Officer])
11. Archive the final document in the central repository for future reference and compliance audits. (Responsible: [Record Manager])

Records and revision

• Prepared by: [Full name]
• Reviewed by: [Full name]
• Date completed: [Date]
• Signature: ______________________
• Date signed: [Date]

FAQ

How should I distribute this memorandum?

This document is best distributed via email as a PDF attachment or linked within a project management tool alongside the slide deck.

Should I include all the slides in this document?

No, this document is intended to be a summary. Only include the most critical charts or tables if they are essential to understanding the recommendations.

How long should the summary section be?

The summary should be no more than 200–300 words. If you need to provide more detail, use the appendix section of your slide deck or link to a separate technical report.