There's A Way, for Those Left Behind, to Find Peace Of Mind!
Letter of Instruction Explained with Samples

The Art of Writing a Letter of Instruction

Understanding the Significance of Letters of Instruction

As a manager, your ability to communicate effectively with your team is crucial, especially when it comes to outlining tasks or projects. One powerful tool in your arsenal is the “letter of instruction.” In this blog post, we’ll delve into what a letter of instruction is, why it’s essential, and how to craft one with finesse.

What is a Letter of Instruction?

A letter of instruction is a document designed to provide clear and concise steps for employees to follow. Whether it’s guiding them through a project, task, or presentation, these letters are invaluable in ensuring that your team understands and executes their responsibilities accurately. Moreover, they serve as a handy reference, particularly when managers are away, offering guidance in their absence.

 Why Write a Letter of Instruction?

There are various scenarios where crafting a letter of instruction becomes beneficial. You might opt for written instructions to ensure clarity, especially when dealing with multiple employees. Some individuals find written instructions easier to remember than verbal ones, and having a physical letter allows for future reference. Additionally, these letters can be used to communicate policy changes or new procedures effectively.

How to Write a Letter of Instruction

    1. Create a Header: Before diving into the content, establish a header at the top left corner. Include the date and recipient’s name and contact information, providing clarity on who the letter is addressing.
    2. Address the Reader: Once the header is created then begin with a greeting. Tailor your greeting based on whether the letter is directed to an individual or a group. The level of formality can vary depending on your relationship with the recipient.
    3. Explain the Project or Task: In the opening paragraph, briefly introduce the project or task, providing essential context for the instructions that follow. Include relevant details such as deadlines, goals, and contact information for project leaders.
    4. List Each Step: Present a numbered or bulleted list of steps, ensuring clarity and brevity. Each step should outline a specific task with clear procedures. Consider adding relevant information, such as contact details for queries or additional support.
    5. Conclude Your Letter: Wrap up the letter with a brief paragraph summarizing key points. Express gratitude or convey your enthusiasm for collaboration. Conclude with a professional sign-off, such as “Sincerely” or “Best wishes,” followed by your name.
    6. Revise the Document: Before dispatching the letter, thoroughly review and revise. Check for grammar, spelling, and punctuation errors. Confirm the accuracy of all information. Consider reading the letter aloud or seeking a second opinion to ensure clarity.

Crafting a Letter for Personal Matters

While the workplace context often emphasizes the professional utility of letters of instruction, they can also play a vital role in personal affairs. If you want to streamline communication with your family regarding essential information and preferences in case you’re unable to convey them directly, consider a letter of instruction.

Part I: Funeral Wishes

Help your family navigate challenging times by providing them with information on whom to contact and where to find necessary details for planning your funeral. Include details about any prearranged funeral arrangements, burial plots, and preferences for services.

Part II: Financial Details

Ensure your family or estate administrator has a clear understanding of your financial situation. Include contact information for key professionals, details of accounts, and instructions on locating important financial documents.

Part III: Personal Effects

Prevent family disputes by outlining your wishes for the distribution of personal items. From sentimental possessions to special messages for loved ones, this section adds a personal touch to your letter. Don’t forget to include instructions for the care of pets.


Letter of Instruction Samples:


Personal Letter of Instruction Sample

To Whom It May Concern,

In the event that I am unable to communicate my wishes directly, I have prepared this letter to provide guidance on handling my personal affairs. Please follow the instructions outlined below:

Part I: Funeral Wishes:

      • Contact [Funeral Home Name] at [Funeral Home Phone Number] to initiate the prearranged funeral plans.
      • Details about my burial plot are stored in the safe deposit box at [Bank Name], Box # [Box Number], and the key is in [Location].

Part II: Financial Details:

      • Contact [Employer Name] at [Employer Phone Number] regarding benefits and pension details.
      • For information on accounts, contact [Financial Planner’s Name] at [Planner’s Phone Number].
      • Important documents are stored in [Location], including [List of Documents].

Part III: Personal Effects:

      • [Family Member’s Name] is designated to oversee the distribution of personal items.
      • [Pet’s Name] should be cared for by [Pet Care Instructions].

This letter serves as a guide, and I trust those named will execute my wishes with care. Please ensure this letter is easily accessible and known to all concerned parties.

Thank you for your understanding and cooperation.


[Your Full Name] [Your Contact Information]


Corporate Letter of Instruction Sample

Project ABC Instructions

[Your Company Letterhead]


[Recipient’s Name] [Recipient’s Position] [Company Name] [Company Address] [City, State, ZIP Code]

Dear [Recipient’s Name],

Understanding the Project Landscape

I hope this letter finds you well. As we embark on Project ABC, I want to provide you with clear instructions to ensure its successful completion. Please follow the steps outlined below:

1. Project Overview: Begin by familiarizing yourself with the project overview document attached. It contains essential details, including goals, deadlines, and key contacts.

2. Task Breakdown: Refer to the attached document labeled “Task Breakdown.” This section outlines specific tasks with deadlines. Please prioritize tasks as indicated.

3. Point of Contact: For any project-related queries, contact [Project Leader’s Name] at [Project Leader’s Email] or [Project Leader’s Phone Number].

4. Weekly Progress Reports: Submit a brief progress report every Friday by 5:00 PM. Use the provided template and include details on completed tasks, challenges faced, and upcoming milestones.

5. Team Collaboration: Utilize [Project Management Tool] for task assignments and updates. Ensure all team members are on the same page regarding their responsibilities.

6. Final Review Meeting: Schedule a final review meeting on [Date] at [Time]. Present the completed project and be prepared to discuss challenges and lessons learned.

Thank you for your dedication to Project ABC. Your efforts are crucial to its success. Should you encounter any difficulties, do not hesitate to reach out.

Best regards,

[Your Full Name] [Your Position] [Your Contact Information]


In conclusion, mastering the art of writing a letter of instruction is a valuable skill for any leader. Whether guiding your team through a complex project or ensuring your personal affairs are in order, these letters serve as indispensable tools for clear communication and effective planning. Take the time to craft thoughtful and detailed instructions, and you’ll find that the benefits extend far beyond the act of writing itself.

Explore Comprehensive Last Will Management with The U.S. Will Registry

Discover our range of services: Free Will Creation, Free Will Registration, Missing Will Search, Free iCloud Storage and Free Death Notices, and Obituaries.
Create and Safeguard your will and ensure peace of mind.

Scroll to Top