More Tips on Writing a Policy Memo
Here are a few nuts and bolts suggestions on writing policy memos.
Do
-
Place tables and figures after they are first mentioned in the text.
The reader shouldn't run into a table or figure until after you've let
them know it's coming.
-
Consider using pie or bar graphs to illustrate your numerical results.
However, only do it if it adds something and isn't trivial: no bar
charts with just one bar! Also, be sure to include a title, labels for
each axis, and indicate any relevant units.
-
Watch out for incorrect but correctly-spelled words.
Be aware that spelling checkers won't stop you from accidentally using
an incorrect, but correctly spelled, word. An example that often comes
up in these memos is "lose" vs. "loose".
Lose is the opposite of "win", and almost always the word that belongs
in the memo: e.g., "consumers lose $1B as a result of the policy".
Loose is the opposite of "tight". It's probably NOT what you mean
unless you are writing about loose regulations.
-
Write in 3rd person unless you really know what you're doing.
Writing in 1st person can make a document more lively and readable but
it has to be done carefully to avoid being confusing or condescending
toward the reader. Under no circumstances use "we" unless you are part
of the organization to
whom you are writing (and in memos written for this class, you are not
part of the organization -- you are an outside consultant). Also see
the "Don'ts" section below on why it's good to avoid second person.
-
Be sure your pronouns agree with their nouns.
In formal American usage, organizations are treated as singular when they are antecedents of pronouns. Example: "Apple reduced the price it charges for the iPhone" rather than "Apple reduced the price they charge for the iPhone". This is a little tricky because it's different from the usage in the UK and elsewhere. Using a plural pronoun will look like a mistake to an American reader unless the person is aware of the difference in usage and also knows (or suspects) that you're not from the US.
No matter where you're from, the verb should agree in number with the pronoun. The following are wrong everywhere: "reduced the price it charge" or "reduce the price they charges".
Don't
-
Avoid technical terms that are not widely used by non-economists.
Don't use technical terms that will be unfamiliar to readers. Instead,
explain the underlying concept. Here are a few specific terms to avoid:
pareto optimal, deadweight loss, consumer surplus, producer surplus,
elasticity.
-
Be sure you need technical terms you do use.
Ideally, avoid using the terms "marginal benefit" and "marginal cost" as
well, although this rule isn't quite as strong because those terms
(especially marginal cost) are pretty widely understood.
-
Don't include equations.
-
Don't use technical diagrams.
Don't include technical diagrams unless they help you clarify the text.
For example, you do NOT need to include a supply and demand diagram unless
it makes your text easier to understand.
-
Don't use 2nd person.
Avoid using 2nd person ("you") in memos. It's only necessary (or useful) if you need to address each reader as an individual. Example: it's OK in "you should avoid jargon in memos". In contrast, never use the plural "you" when you really mean the reader's organization. Example: it's not OK in "you should outsource your economic analysis" when you really mean that the reader's organization should do the outsourcing.
Also, "you" can be confusing when it's used as an informal alternative to "one", as in "when you subtract costs from revenue, profits are $100." The author really means "when one subtracts costs from revenue", not that the reader should literally do the subtraction.
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Peter J Wilcoxen, The Maxwell School, Syracuse University
Revised 09/27/2011