Top Ten Email Tips

Follow these top ten email tips and you’ll be pleasantly surprised how productive you will become in handling email and how much time you’ll save. You’ll also discover that it is really possible to reduce (even empty) your inbox.

1. Do not do email first thing in the morning. Once you plan out your day, work on your most important task (MIT) for the first hour you are in the office while you are fresh and alert. Then, start email. (Note: it’s OK to glance through email first thing in the morning to make sure that you have not missed anything significant, such as an urgent email from your supervisor or a cancelled meeting.)

2. Schedule several blocks of uninterrupted email time – one mid-morning and a second in the afternoon. Use a timer to keep you focused and on track. Plan on spending 45 minutes – one hour reviewing email that needs to be handled right away. The rest can wait. When you are checking email, try and stay focused. That means not allowing internal and external distractions. Let phone calls go to voicemail and indicate that you are “busy” on your calendar. If you think of something that needs to be done, jot it down on a pad of paper and continue to read and answer email. Make the best use you can of the email time you’ve allotted yourself.

3. Move or drag email out of the inbox. Do not let it sit there.Commit to making a decision on   each email. Delaying decisions creates havoc in your inbox. Your inbox is not a filing cabinet.   View your email inbox as just that – an In Box — where email arrives that need processing. Imagine how cluttered and messy your kitchen counters might look like if you ignored incoming snail mail. You’d be lucky to find anything.

4. Decide if the email is action or reference. Start at the top of your inbox and look at each email in order. Do not skip around. If it is action, follow the 4Ds (#5). If it is reference and will be needed again, move it to personal documents, shared files or the personal folders in the inbox. Examples of reference folders are: inactive clients, proposals, past projects, and marketing materials.

5. Use the 4D’s of Decision Making. This valuable tool eliminates a lot of the guess work about how to handle individual emails and where to move them. It is a sure-fire way to reduce the email in your inbox.

  • Delete – approximately 50% can be deleted. Ask yourself: Must I keep this? Can I access this information somewhere else if I ever need it? Will this information be out of date by the time I need it? Am I ever going to read it?
  • Do It – if it takes less than two minutes.
  • Delegate It – 30% falls into the do it or delegate it category.
  • Defer It – The 20% that needs to be handled by you directly but takes more than two minutes. Move this email into one of the following locations: your task list (with a due date), your calendar (on the specific day you will work on it) or an appropriate folder to work on later.

6. Set up specific folders for action items, current projects and reference and move email to the appropriate folder. Examples of folders: To Do, To Call, Waiting For (or Pending), Read & Review, Upcoming Meetings/Events, Cases, Clients, Current Projects, Associations. My favorite personal folder is “Read Later”. The email in this folder can wait.

7. When sending an email:

  • Create a strong subject line that is clear and specific.
  • Put your main point in the first sentence; then explain.
  • Tell the reader exactly what you want.
  • Keep the length within a screen size by making your sentences and paragraphs short.
  • Use simple, concise language.
  • Leave lots of white space, making it easier to read and to follow.
  • Be sensitive to the subject – sometimes a phone call or face-to-face conversation is better.

8. Respond to the sender promptly even if you cannot give an answer right away. Let the sender know the email was received. Now the sender will not need to send a follow up note because you were proactive. That will be appreciated.

9. Use “Reply All” judiciously. Usually a reply to the sender is all that’s necessary. Not everyone needs to know you’re leaving for vacation and cannot attend the meeting.

10. Move important folders to the Cloud such as Dropbox and SugarSync. If anything happens to your hard drive, your information will be safe.

Often people with hundreds, or even thousands of emails, feel totally overwhelmed and have no idea where to start. We recommend that they set up a system that works using these tips as a guide and then manage the newest emails first. Ignore the older emails or move them into archives where you can deal with them later.

By using a few of these tips, your inbox will be manageable. Finding the email you need will be much easier. You’re the one in control now.

 

 

Maximize the Work Tools on Your Desk

Tips to Maximize the Work Tools on Your Desk

What do these items have in common?

  • task list
  • calendar
  • computer and other electronic devices
  • current projects (sitting in an organizing unit holding files)
  • telephone
  • a few office supplies
  • a few personal items
  • an inbox and outbox (maybe)

You may have guessed it — they are essential organizing tools that sit on the top of your desk within arm’s reach and help you efficiently plan and manage your work day.

These work tools will help you focus on the task at hand and help improve your productivity. Each one is used often and needs to be within reach. Everything else, such as paper clutter and miscellaneous items, are distractions and should be moved. 

Limit your desk space to the following items: 

Task List: A to-do list is a must. This is your #1 work tool. If you don’t do anything else, update and check it several times a day, at least. It doesn’t matter if it is paper or electronic. What does count is a dependable system that keeps all tasks in one place and handy. Tip: some people like to print it out if it is electronic. 

When you think of a task, enter it immediately so it doesn’t take up space in your head. And forget about grabbing a sticky note or the back of an envelope. Sticky notes don’t always adhere and the back of an envelope is known to disappear when you need to return a client call and can no longer find the number. Once the task is written down in the same place as all of the others, it is reassuring to know that the task will not be forgotten. And what a great feeling to ü a task once it’s completed.

Note: Some prefer to use a calendar as a combination task list and calendar. That way tasks are designated to a certain date and time and are less likely to fall through the cracks. Statistics show that there is a 75 percent greater chance of a task being completed if it is scheduled on the calendar rather than in your task list according to Sally McGhee in “Take Back Your Life!.”  As long as there is a system in place that you are comfortable with and can count on, it does not matter if you use a separate calendar and to-do list or combine them.

When we interviewed 75 productive and organized executives, we discovered that all of them use and depend on to-do lists. It was one of the systems that they had in common. While they set up the lists differently (that was to be expected), each one told us that it helps their productivity to use a to-do list.

Tip: Decide the two or three to-dos that must be done that day. Brian Tracy from “Eat That Frog” calls these your MITs, Most Important Tasks. While there are many more tasks that you would like to accomplish, concentrate first on the ones you identified and get them done. One of these tasks must be related to your goals. Then you can move on to other tasks. At the end of the day, it will feel good knowing that you focused your time and energy on the tasks that matter.

Calendar: As soon as you know about a meeting, add it to the calendar pronto! That goes for personal and business meetings. One calendar is all you need. Otherwise, it is too easy to miss an appointment because it wasn’t in the calendar you were looking at. In Microsoft Outlook, you have the ability to color-code appointments to differentiate personal from business. One quick glance at the calendar and you know your schedule for the day.

Active Projects:  What are your current projects? Reserve the organizing unit on your desk for these projects and for reference materials such as a company directory. Keep other projects in your working files drawer close by.

Telephone:  Keep a phone log or spiral notebook beside your phone to use as a record of voice mail messages.  Or, record the information into a to-do list on your computer that synchs with your cell phone for easy callbacks.

If the caller is someone you will need to call again, take a minute and add the information to your contact list. The next time the person calls, their ID will come up and you can decide whether to take the call.

Supplies: Keep a few items and move the rest to the supply closet or an extra drawer. Save your desktop space for more important items.

Personal Items: Of course, a few photographs or mementoes are a given. They will remind you why you are working and give you a good reason to go home at night. But, only a few.

What’s on the top of your desk? Are they going to help you stay productive and efficient throughout the day?