CHAPTER 4: LESSON SPECIFICATIONS COURSE TITLE: GOLD STAR COURSE CTS NUMBER: ENABLING OBJECTIVE AND TEACHING POINTS FUNDAMENTAL TRAINING: 402.13 1. PERFORMANCE — Write a memorandum. 2. CONDITIONS: A-CR-CCP-116/PC-001 TRAINING DETAILS 5. TIME: One 30 minute period. 6. METHOD/APPROACH: a. lecture; a. Given — paper and pen; and b. demonstration; and b. Denied — assistance. c. performance. 3. STANDARD — The cadet must hand write a memorandum for use in his/her cadet corps. 7. SUBSTANTIATION — As a Gold star course cadet, they will be required to organize activities that require the use of memoranda. 4. 8. TEACHING POINTS: REFERENCES — 4-3/4-14 a. the ABCs of military writing; a. Army Cadet Reference Book (pages 2-47 à 2-50); b. memorandum format; and b. A-AD-001/FP-000; and c. minuting a memo. c. Master Lesson Plan. 9. TRAINING AIDS: 10. TEST DETAILS — all cadets must complete the confirmation exercise. 11. REMARKS — A-CR-CCP-121/PH-001 A-CR-CCP-121/PT-001 PO 402.13 WRITE A MEMORANDUM 1. a. b. c. THE ABC’S OF MILITARY WRITING: Accuracy – memo should be precise, accurate, truthful so it portrays your situation; Brevity – be as brief as possible, but do not leave out key facts; and Clarity – use short, concise sentences with plain words. The reader must fully understand want you want when she/he gets to the end of the page. 2. MEMORANDUM: This is considered the most common form of written communication for inter-office use within the military. For example, memos can be sent to anyone within your corps, affiliated unit of your local cadet detachment. It is considered an internal form of correspondence (internal to the Department of National Defence). a. General formatting rules: 1) use 8 1/2 X 11 paper; 2) all parts to be left justified; 3) MEMORANDUM to be at the top in capital letters; 4) space to be between all elements; 5) use standard abbreviations, and, 6) pages are to be numbered. b. Components: 1) head section includes – file number/suffix, date, addressee, and subject line. An example; 2) Body includes – references and text; and 3) Close section includes – signature block (left) and minute (centre). 3. a. b. c. MINUTE: are written replys to memos; to use a minute – write 1 with a circle around it at the top; and write a 2 with a circle around it in the bottom, indicate who the comments are directed, write your brief comments, and close with a signature block followed with the date. 2-47 A-CR-CCP-121/PT-001 EXAMPLE: MEMORANDUM AND MINUTE 2-48 A-CR-CCP-121/PT-001 When writing external letters and correspondence outside of the military, the basic principals of writing are the same. a. General formatting rules: 1) use 8 1/2 X 11 paper; 2) all parts to be left justified; 3) 2 spaces to be between all elements, and, 4) pages are to be numbered. i.e. 1/3, 2/3, 3/3 etc. b. Components: 1) write who you are (name and title) and your address; 2) file # ( if applicable or replying to a memorandum); 3) date in full; 4) name, title and address of whom you are writing to; 5) Dear Mr., Mrs., Miss or Sir, Madam; 6) body of letter; 7) closing paragraph; 8) signature block, initials only; 9) rank; 10) title or appointment; and 11) area code and phone number (optional). When writing external correspondence, use common sense and judgement. You want your letter to be professional. Make sure that you always use correct grammar and punctuation, and check your spelling. Full names, titles and dates are used for external correspondence. Writing correspondence it does not have to be a scary thought, but it may be difficult to grasp at first. After your first few memos you will get the hang of it. 2-49 A-CR-CCP-121/PT-001 EXAMPLE: EXTERNAL CORRESPONDENCE (Letterhead) Captain Sean Q. McDonald Commanding Officer 557 R.C. (Army) C.C. 123 Here Street, Anytown, ON 1A2 B3C 23 October 2000 Chief Clancy Wigwam Police Chief – Springfeld Police Department 123 There Street Springfeld, XX 12345 Dear Sir, I want to thank you and your staff on behalf of 557 R.C. (Army) C.C. for the tour of the police station. You and your staff were very helpful in the education of the cadets on police duties, procedures and functions. Many of the cadets liked the tour of the "holding cells" and of course the police service dogs demonstration. The doughnuts and refreshments were also very good. Once again thank you and your staff for your time and generosity. Sincerely, S.R. McDonald Captain Commanding Officer 2-50 ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan GOLD STAR COURSE ENABLING OBJECTIVE(S): REFERENCE(S): A. B. PO: FUNDAMENTAL TRAINING 402.13: Write a Memorandum A-CR-CCP-121/PH-001 Gold Star Course Training Plan; Chapter 4, Pages 4-13 to 4-14. A-CR-CCP-121/PT-001 Cadet Reference Book, Pages 2-47 to 2-50. SUPPLEMENTARY REFERENCE(S): AD-121-CO1/FP-000 Staff and Writing Procedures. TRG AID(S): A. B. C. STUDENT AID(S): A. B. METHOD: OHP OHP Slides Letter size paper (8½ X 11) for practice writing RCAC Reference Book Pencil and notebook Lesson, Demonstration and Performance REVIEW I EO 402.12: 1. TIME: 1 x 30 Minutes TIME: 2 Minutes COMPLETE A PARADE STATE What is the purpose of the parade state? Answer: The Parade State is an administrative tool used by military organizations to account for the whereabouts of its personnel. 2. What are some of the things included in a parade state? Answer: 3. present on parade; absent or excused from parade; enrolled on strength; being struck off strength; and being taken on strength. What is something that should be done in the days before a training night to ensure that the platoon staff will know where all the platoon members will be on the training night? Answer: 2006-05-04 (i) (ii) (iii) (iv) (v) Phone the members of the platoon and ask if they are coming or not. 1/8 INTRODUCTION TIME: 1 Minute WHAT: In this lesson, cadets will be learning about the Memorandum. WHY: Written forms of communication are often used for more complex tasks or those that require planning and organizing. NCO’s will need to write documents as carry out assigned tasks. The memoranda is the most common form of written communication used by the CF. WHERE: Cadets will use the information contained in this lesson to correctly write memoranda at their cadet corps or summer training center. The skills acquired will aid in other written communication while at school. BODY I STAGE 1: INSTR NOTES TIME: 7 Minutes MILITARY WRITING 1. General: Correspondence in the military is a means of passing information or coordinating activities between individuals and organizations. Paperwork does not exist for its own sake but rather it is a means of making sure that the job gets done. 2. The ABC’s of Military Writing: The military has many guidelines regarding correspondence but there are three main “rules” to keep in mind when writing: 3. a. A stands for Accuracy: All that you write in a memo should be precise, accurate, and truthful. Use only the facts and write them so they accurately portray your situation. For example, there is a big difference between a rucksack weighing a few kilograms and one that weighs 25kg! b. B stands for Brevity: In writing a memo, it is important to be as brief as possible in getting your message across. No one wants to read your life’s story or work through a long winding tale in order to understand your message. Be brief but be sure not to leave out any relevant facts either! c. C stands for Clarity: When writing, you must be clear in your intent. Use short and concise sentences with plain words to express your ideas. Your reader must be able to fully understand what you want when he/she gets to the bottom of the page. The Memorandum: The memorandum is the most common 2/8 OHP 1 form of written communication for inter-office use in the military and in many other civilian organizations. II III Other forms of communication include: - letter - message a. Memos can only be sent to other military members within your immediate area. For example, memoranda can be sent to anyone within your cadet corps, your affiliated unit, or the local cadet detachment. The memo is considered an internal form of correspondence. b. Memos are used to pass information when the matter at hand involves a long, complicated list, an activity that is far off in the future, or when an official record of decisions is required. In short, it is good to have such things written down for future reference. Some corporations (e.g. IBM) are noted for their insistence on a onepage memo. c. Memos can be typed or handwritten. For the purposes of the Gold Star Course, you may be asked to write or type your memos depending on your access to a typewriter or computer. When writing, make sure that your handwriting is legible (readable); otherwise you should print neatly. Hint: If you have messy or hard to read handwriting, print your memos. CONFIRMATION STAGE 1 1. Discuss the ABC’s of military writing. 2. What form of correspondence is a memo? To whom could a memo be sent? 3. When should you write a memo? 4. If you have to write a memo by hand, what should you do to make sure that everyone understands your message? STAGE 2: 1. THE MEMORANDUM FORMAT General Formatting Rules: As you would suspect, the memorandum always follows a specific format. Some specific rules that are observed when writing a memo are: a. All memos will be written on standard white bond 8 ½ X 11 inch paper; b. All parts of the memo are to be left justified; c. At the top of the memo, the word “Memorandum” will appear in capital letters. (ie. MEMORANDUM); d. There is to be a space between all elements of the memo 3/8 TIME: 10 Minutes OHP 2 (paragraphs etc.); e. Commonly known standard abbreviations may be used when applicable such as unit names, rank, and dates (e.g. Lieutenant would be abbreviated to Lt. and First Battalion, The Royal New Brunswick Regiment would be 1 RNBR); and f. Pages are to be numbered at the lower left side of the page with the actual page and the number of pages shown in the format “current page right slash actual number of pages.” Thus for the first page of a three page memo, the numbering would be “1/3”. 2. Components of the Memorandum: The memo has three major components. They are the head, the body and the close. 3. Head: The head of the memo contains all the material preceding the text and includes: a. Originator: The unit where the memo was initiated is indicated first (in short form). This is optional for a memo that is staying within your corps. b. File Number/Suffix: Next, the file number and file number suffix is indicated. (i) File Number: This is a combination of letters and/or numbers that is assigned by the person originating the memo to simplify future identification. File numbers are not required if the memo is not going to be filed. If your memo is going to be filed, you must include a file number. (ii) File Suffix: This is the drafter’s (person writing the memo) short title designation and is found after the file number in brackets. (eg. 1085-10-1 (Clerk)). c. Date: Next, the date the memo was signed is indicated. The date is always to be given in the format “day month year” on memos (eg. 30 Sep 03). d. Addressee: The authority, individual, or agency for whom the correspondence is intended. (i) An Individual: If you are writing a memo to an individual, simply identify the person by their title. For example, if you were writing a memo to the 4/8 Handout #1 Have the class follow along as you discuss the parts of the memo. Note: The Admin O or Chief Clerk can provide a copy of the file numbers you may use. Training Officer of your corps, you would write “TrgO”. (ii) e. 4. Group of Individuals: If you have to write a memo and it needs to go to several persons, you will use what is called a Distribution List. When using a distribution list, write in “Dist List” in the addressee block. See “distribution list” below under paragraph 2c(iii). Handout #2 Indicate the “Dist List” on the handout. Subject: The subject is a brief statement of the general content of the correspondence. A subject heading is typed or written in uppercase (caps) and underlined. If a subject line is more than two lines, only the bottom line is to be underlined. Body: Includes the references and text of the correspondence: a. b. References: When referring to an item, the term “Ref(s):” will be used to list of referenced documents. When referring: (i) to another document, the identification will include the file number, file suffix, and date (e.g. 1085-101 (AdminO) 11 Jun 96); (ii) to regulations, they are to be referred to by number (e.g. QR&O 1.02); and, (iii) to a conversation, meeting, or O group, write out the word that best describes what format the “conversation” followed, whom the conversation took place between, and the date it took place (ie Conversation CWO Smith/Capt Brown 23 Sep-03.) Text: In the body of the memo, the text will be placed into numbered paragraphs. These paragraphs should ideally be organized so that: (i) (ii) (iii) c. the first paragraph states to the reader what the memo intends to discuss; the second (and subsequent) paragraph(s) discuss the items introduced in the first paragraph and gives instructions as necessary; and the last paragraph closes the memo. Style and tone: This is left to the discretion of the 5/8 Three Paragraphs: 1. “We like coffee.” 2. “We like our coffee black.” 3. “We want our coffee now.” originator but he/she must make sure that the text clearly indicates to the reader: 5. (i) who sent the document; (ii) to whom the document is for; (iii) the date and subject of the document; (iv) what action is required from the recipient; and (v) how and when that person is to complete the required action. d. Standard grammar and punctuation shall be used in all correspondence. e. Spelling is to be correct. When in doubt, the Concise Oxford Dictionary is to be used as the authority for the spelling of English words. Where there is a choice in the accepted spelling of a word, the British or Canadian spelling is to be used instead of the American spelling (e.g. you would use COLOUR instead of COLOR). f. Abbreviations: Commonly used abbreviations and acronyms may be used to save space if they may be understood by the recipient. Close: Includes all material below the last line of the body including: a. Signature Block: Contains the same elements for all documents. Consists of the name, rank (if applicable), position/appointment, and telephone number (if desired or available) in the format shown on the OHP. b. Annex Listing: If you need to attach something to your memo to support what you are trying to say, you would attach it as an annex. Annexes must be referred to in the main body of the memo and they are listed in order of capital letters under the heading “Annexes.” On the top left of any item that is to be used as an annex you should indicate it as such. c. Distribution List: If you wish to send the memo to multiple addressees as mentioned above, you would use the heading “Dist List”. Under this heading, there are two sub headings, Action and Information (Info). You would: 6/8 Handout #1: Point out the signature block as an example of the proper format. Handout #2: Show this as an example of a Dist List. IV V VI (i) list individuals under “Action” if they are required to take some action on the memo when it is received; or (ii) list individuals under “Info” if they are not required to act on the memo but should know what you are writing about for the purposes of coordination and avoiding confusion. CONFIRMATION STAGE 2 1. When would you write a memo? When would you not? 2. What are the three main sections of a memo? 3. What are the sections Action and Info used for in a distribution list? 4. What are some general formatting rules that you should keep in mind when writing a memo? 5. What are the ABC’s of military writing? STAGE 3: TIME: 6 Minutes MINUTES 1. General: Minutes are written comments (or replies) that are added by hand in the clear space on the original memo. In this way an answer to a memo can be given without having to write a new memo. It is a form of shorthand that saves everyone time. 2. How to use minutes: Minutes are numbered in the order they are added. If you are the first person to add a minute to a memo, you will: a. write “1” with a circle around it near the head of the memo; b. in the clear space as available, write “2” with a circle around it and indicate who the comments are to be directed to, write you comments keeping them brief; and c. close with a standard signature block followed by the date. CONFIRMATION STAGE 3 7/8 Handout #3: Use this as an example of the use of a minute. 1. What are minutes? What are they used for? 2. What are some components of a minute? PERFORMANCE CHECK TIME: 3 Minutes I. Cadets must write and minute a memorandum for use in their cadet corps. Use the exercise in Annex A to test learning. II The cadets will complete the exercise in Annex B as a take home assignment. It is to be collected next week, corrected and returned indicating how the cadets did. CONCLUSION TIME: 1 Minute SUMMARY: In this lesson cadets have learned how to write a memorandum. RE-MOTIVATE: A. Comment on student progress. B. Cadets will use the information they have learned in this lesson to correctly write memoranda as required. C. This is the last lesson in Fundamental Training. The next class will be a test. 8/8 ’s AbC of military writing A is for accuracy B is for brevity C is for clarity 402.13 Gold Star OHP - 1 General Formatting Rules 1. Memos are always written on 8½ X 11 inch white bond paper. 2. All parts of memos are left justified. 3. Memos begin with the capitalized heading “MEMORANDUM”. 4. There is to be a space between all elements of a memo (paragraphs etc.). 5. Commonly used abbreviations are used in memos. 6. Pages are to be numbered at the lower left of each page. The format is to indicate the actual page number and total number of pages separated by a right slash. 402.13 Gold Star OHP - 2 ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan GOLD STAR COURSE PO: FUNDAMENTAL TRAINING ANNEX A to EO 402.13 The Memorandum Question - Assignment 1 1. You have been tasked by the RSM to handle the setup for the Valentine’s Day Dance on 14 February. He called you on 02 February and told you that you were responsible for this. 2. On a separate sheet of 8 ½ X 11 inch paper, write a memorandum to request the stores listed below from your supply officer. You will need to arrange a time with him to pick them up in the afternoon before the dance and will be returning them immediately after the dance at around 2345h. 3. A-1/2 a. key to classrooms; b. mine tape to mark out of bounds areas; c. 5 tables and 15 chairs; d. 3 steel tubs to use for ice and soft drinks; e. access to the corps’ sound system; and, f. a flip chart and a marker. Once you have written the memo, minute it in a different color pen as if you were the CQMS of the unit indicating that the pickup time for the stores will be 1300h. ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan Answer Guide - Assignment 1 Note: This answer is a suggested guide to the format only. MEMORANDUM 1085-70-1 (2 PL WO) 5 Feb 97 SupO REQUEST FOR EQUIPMENT FOR VALENTINE’S DAY DANCE 14 FEB 97 Ref: Telcon RSM - 2 Pl WO 2 Feb 97 1. As reference, I have been tasked with the set up and tear down for the annual Valentine’s Day Dance. 2. I request access to the fol stores: a. key to classrooms; b. mine tape to mark out of bounds areas; c. 5 tables and 15 chairs; d. 3 steel tubs to use for ice and soft drinks; e. access to the corps’ sound system; and, f. a flip chart and a marker. 3. I will need to sign for this equipment in the early afternoon before the dance at your convenience. Please inform me of a time that would be best for you. I intend to return the stores to you immediately following the dance at around 2345h. 4. If you have any questions, you can contact me at 555-1234. C. Bloggins WO 2 PL WO A-2/2 ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan A-3/2 ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan GOLD STAR COURSE PO: FUNDAMENTAL TRAINING ANNEX B to EO 402.13 The Memorandum Question - Assignment 2 1. Your training officer has informed you that you are to teach a communication lecture to the green star cadets on 20 February at 1300h. He informed you in an O Group on 15 January that you will be doing this. 2. On a separate sheet of 8 ½ X 11 inch paper, write a memorandum to your CQMS requesting the use of the following stores for the above activity: 3. B-1/2 a. 10 X PRC 25 Set Radios; b. 10 X Cotton Ducks; c. 10 X Batteries PRC 25; d. 10 X Manpacks; and, e. a flip chart and a marker. Once you have written the memo, minute it in a different color pen as if you were the CQMS indicating that only 9 radios are available and that these will be available as requested. ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan Answer Guide - Assignment 2 Note: This answer is a suggested guide to the format only. MEMORANDUM 1085-70-7 (2 PL WO) 20 Jan 97 SupO REQUEST STORES FOR LECTURE Ref: TrgO’s O Group 15 Jan 97 1. As reference, I have been tasked with giving instruction to the green star cadets on the 25 set. 2. I request access to the fol stores: a. 10 X PRC 25 Set Radios; b. 10 X Cotton Ducks; c. 10 X Batteries PRC 25; d. 10 X Manpacks; and, e. a flip chart and a marker. 3. I will need to sign for this equipment before lunch on 20 Feb 97 as my lesson is to be given at 1300h on that day. The equipment will be returned immediately following the lesson at 1430h. 4. If you have any questions, you can contact me at 555-1234. C. Bloggins WO 2 PL WO B-2/2 ROYAL CANADIAN ARMY CADETS Star Program Master Lesson Plan B-3/2 EO 402.13 Gold Star The Memorandum Handout #1 MEMORANDUM Head Section 1085-70-1 (RSM) Å File Number/Suffix 1 Apr 03 Å Date SupO Å Addressee REQUEST FOR EQUIPMENT IN SUPPORT OF ANNUAL INSPECTION PARADE Å Subject Line Ref: Meeting CWO White - Capt Black 28 Mar 03 1. At reference, I was tasked with the organization of the demonstration phase of the annual ceremonial review. 2. Body Å References Å Text In order to complete this task, request the following equipment: a. oil for the screwdriver; b. 3 arctic tent holes; c. the key for the parade square; d. a sky hook; and e. a bucket of steam. 3. I need to sign for this equipment during the week of 12 Apr 03 at your convenience. This memo will go on file for next year. Close Section C. White CWO RSM Å Signature Block EO 402.13 Gold Star The Memorandum Handout #2 MEMORANDUM Head Section 1085-70-1 (RSM) Å File Number/Suffix 1 Apr 03 Å Date Dist List Å Addressees (Distribution List) REQUEST FOR EQUIPMENT IN SUPPORT OF ANNUAL INSPECTION PARADE Ref: Meeting CWO White - Capt Black 28 Mar 03 1. At reference, I was tasked with the organization of the demonstration phase of the annual ceremonial review. 2. Å Subject Line Body Å References Å Text In order to complete this task, request the following equipment: a. oil for the screwdriver; b. 3 arctic tent holes; c. the key for the parade square; d. a sky hook; and, e. a bucket of steam. 2. I need to sign for this equipment during the week of 12 Apr 03 at your convenience. This memo will go on file for next year. Close Section C. White CWO RSM Dist List Action SupO Info TrgO Å Signature Block Å Distribution List EO 402.13 Gold Star The Memorandum Handout #3 MEMORANDUM Head Section 1085-70-1 (RSM) Å File Number/Suffix 1 Apr 93 Å Date SupO Å Addressee REQUEST FOR EQUIPMENT IN SUPPORT OF ANNUAL INSPECTION PARADE Å Subject Line Ref: Meeting CWO White - Capt Black 28 Mar 93 1. At reference, I was tasked with the organization of the demonstration phase of the annual ceremonial review. 2. Body Å References Å Text In order to complete this task, request the following equipment: a. oil for the screwdriver; b. 3 arctic tent holes; c. the key for the parade square; d. a sky hook; and, e. a bucket of steam. 2. I need to sign for this equipment during the week of 12 Apr 93 at your convenience. This memo will go on file for next year. Close Section C. White CWO RSM Å Signature Block (left) Å Minute (center)
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