Business consultant, Anne McGurty is passionate about business productivity and social media marketing and enjoya sharing her knowledge with others. She writes about how to be more effective at work, trends in social media and provide advice to small businesses on how to get more done, be more efficient -- saving time and money. Give her 30 minutes and she will help you come up with a strategy to get you focused. For information, visit www.AnneMcGurty.com or call/text 303-881-0174.
Showing posts with label email management Phoenix. Show all posts
Showing posts with label email management Phoenix. Show all posts
Tuesday, May 19, 2015
Tuesday, November 11, 2014
Overwhelmed by Email? Maximize this invaluable resource
Are you way behind in your email? Think about how you handle email and why. Then strategize and organize to get your email under control.
Take a look at some of these key tips to organize the volume of email.
Synch your email
- Use a SmartPhone that is synchronized to the email on your computer it's really easy these days as most phones are automatically configured to your Gmail our Outlook account with just a few simple minutes configuring the settings.
- Take those free minutes standing in line or waiting for an appointment to clear your email, keep scrolling and delete what isn't necessary.
Set aside a time for email
- Focus time to check business email once a day, but not first thing in the morning. Does your morning (or main) work first so you do not get sidetracked
- Limit yourself to focus one hour of answering emails to keep your work goals on plan rather than respond to new inquiries.
Answer business email within twenty-four hours. Set up an auto-responder when you can’t.
- Turn off the audible or ghost alert.
- Check personal email during non-work time.
- Unsubscribe from email lists you do not read.
Send efficient messages
- Use the subject line to clearly describe the purpose of your email. This helps the recipient, and it helps you when you are trying to find a message you previously sent.
- If your email requires an action by the recipient or is urgent, put URGENT or DECISION in the subject line or use the “urgent” notation provided in your email program.
- Keep it short. Keep it simple. One topic per email. Do not overload with too much information. It might be overlooked…and where would you file it?
- Compose lengthy or complicated emails in your word-processing program, and then copy/paste into the email. If you have a glitch during the sending process, you can easily retrieve the message.
- When replying to email, include enough of the old message that the recipient knows what you are talking about. Delete unnecessary information.
- When forwarding an email, delete the other email addresses.
Follow up weekly
- Review your sent emails weekly. If you haven’t received a response, follow up.
Use BCC
- When sending an email to multiple addresses, put your email address in the “To” line and the recipients’ addresses in the “BCC” line (blind carbon copies). That way, only one name shows up and the recipients do not see everyone else’s names. Do not broadcast other people’s email addresses.
Monitor attachments
- These two steps will keep your computer from receiving and spreading viruses: Do not open an attachment unless you know who sent it and you’re expecting it. Only send email attachments when the recipient is expecting it.
- If a file is too large to send through regular email, use Google Drive or DropBox. These free services (for initial accounts) allow you to upload files and send invitations to specific individuals to open and download that file. These services prevent the email from clogging the recipient’s mailbox and slowing down the sending and receiving process.
Monitor downloads
- Do not download anything unless you know who sent it, what it is, and you are expecting it.
- Set up your email program to manually download upon your direction.
Set preferences for receiving emails
- Set a file size limit for receiving emails; most are thirty to fifty kilobytes. This is especially useful if you travel without fast Internet access.
- To prevent your inbox from overflowing, ask yourself: “Does this information contribute to my professional or personal goals?” If not, delete (such as by using Orla).
- If you are unavailable for a period of time, set the “Out of Office” feature so senders will receive one automatic message as to when you will return.
- Some email programs allow changing the subject line of an incoming message, so you can more easily find and retrieve the letter later.
Eliminate clutter
- Open and read an email only when you are ready to act on it.
- Before you read your emails, go through and delete the ones that obviously do not interest you or do not need to be saved or clearly are spam.
- Set up block controls for spam.
File online and offline
- Take some time to manage and organize email files, folders, and cabinets offline on your hard drive, and online through your service provider, where it remains even if your hard drive crashes.
- Copy an email to your hard drive by using F12 on your PC. This action converts your email into document that you can store in its appropriate folder within your hard drive, for example, under My Documents; create new folders such as My Finances, My Clients, My Correspondence, or Personal.
- Turn emails into tasks by using Microsoft Outlook. Left-click on the email, drag it to your designated task folder, and drop it. A task window pops open with the email appended to it. Write in the task description; assign a priority and a due date. Click Save. Now you can delete the original email. Change the subject line to reflect the action required (e.g., change “re: Annual Meeting” to “Call travel agent re: Chicago trip”).
- If you use a “tickler” date file system for hard copies (days 1-31, months Jan-Dec), print the related email and file into the folder for the day you will need it (e.g., a message with driving directions you will need on the date of the appointment).
Get organized. Continue to think about how you work each day. When you understand why you feel like you’re always running but never getting ahead, you can change how you process your email. When you do, you’ll be able to check out of the office, feeling like you’re in control and on top of your job.
This blog post is an excerpt from Anne's book, Lost in Your Own Office. Available at www.annemcgurty.com
Thursday, October 23, 2014
Manage Your Inbox: 4 Tips to Take Control of Your Email
If your email inbox is out of control, you might need to rethink your methods for organizing your email and emptying your Inbox. Developing a new approach to handling your Inbox will help you to gain more control, improve your response time, and stay up with critical actions and deadlines.
This post details four important aspects that can help you process your email more efficiently-both at home and at the office. Although some of the productivity tools mentioned here are specific to Microsoft Outlook (Outlook 2010. Outlook 2007, and Outlook Web Access), most of the techniques-and even the organizational attitude described here-can help you to more efficiently process email and empty your inbox, even if you use an email application other than Outlook.
1. Set up a simple and effective email reference system. The first step toward an organized inbox is learning the difference between reference information and action information.
• Reference information is information that is not required to complete an action; it is information that you keep in case you need it later. Reference information is stored in your reference area, email reference folder, your My Documents folder, or in the cloud on Google Drive, for example.
• Action information is information you must have to complete an action. Action information is stored with the action, either on your to-do list or on your Calendar.
Nearly everyone receives plenty of reference information through email. It may seem as half, if not more, of your email is reference information. So it is essential to have a system that makes it easy to transfer messages from your inbox into your email reference system-a series of email file folders where you store reference information to ensure you have easy access to it later.
After you take care of filing your reference information, you can use the next three steps to handle the email that you have to do something with-your action information.
2. Schedule uninterrupted time to process and organize email
How many times are you interrupted every day? It's nearly impossible to complete anything when there are constant interruptions from the phone, people stopping by your office, and instant messaging. So it's critical that you set aside uninterrupted time to process and organize your email.
Many email messages require you to make a decision. The best decisions require focus, and focus requires uninterrupted attention. Establish a regular time each day to process your email so that you can empty your linbox Of course. you can scan your email during the day for urgent messages or requests from your boss or clients.
Book yourself a recurring appointment for an hour a day to process email, and mark that time as "busy." During that hour, don't answer the phone or take interruptions, and work only on processing your lnbox. You can also turn off the audio alert that chimes each time you receive a new email-which can be a distraction in itself. In Outlook, click the File tab. Click Options. On the Mail tab, under Message arrival, clear the Play a sound check box.
At first, keeping these appointments will take discipline. But over time. the discipline becomes habit. And after you completely empty your lnbox, you'll see the value of this one hour a day and you'll stick to it like glue.
With today's technology, synchronizing email to your Smartphone, it makes it easier to keep this email appointment and to process your lnbox. This standard Smartphone technology means that you don't have to be at home or at the office to keep your daily email management appointment.
Conversation view in Office 2010 enables you to organize email folders by date and conversation. When Conversation view is turned on. messages that share the same subject appear as conversations that can be viewed as expanded or collapsed, helping you to quickly review and act on messages or complete conversations.
Also, improved search tools in Office 2010 make it easier to narrow your search results by using criteria, like sender or subject keywords, and other information, such as attachments. The Search Tools contextual tab includes a set of filters that efficiently focus your search to isolate the items that you want For more information, see Find a message or item by using Instant Search.
3. Process one item at a time, starting at the top. When you sit down to process your email, the first step is to sort it by the order in which you will process it. For example, you can filter by date, by subject, or even by the sender or receiver of the email message.In Outlook 2010, on the View tab, in the Arrangement group, click the arrangement option you want.
From the View tab, you can filter your email by date, category, sender or receiver, and more. You can also change the arrangement directly from your lnbox. To display the list of options, under the Search box. right-click the Arrange By: box. The Arrange By: box in your lnbox gives you convenient access to even more options to arrange your messages.
Tip: If you use Outlook 2010. enable the reading pane (called the preview pane in Outlook 2007) so that you can view your messages without having to open them. To enablP. the reading pane. on the View tab, in the Layout group, click Reading Pane. To enable the Outlook 2007 preview pane, on the View menu, click AutoPreview.
Resist the temptation to jump around in your inbox in no particular order. Begin processing the message at the top of your inbox and only move to the second one after you've handled the first. This can be hard at first, when you might have thousands of messages in your inbox. But as you reduce the number of messages over a few sessions, eventually you'll get to the point where you can process the 60-100 messages you get every day and regularly get your inbox down to zero.
4. Use the "Four Os for Decision-Making" model
The "Four Ds for Decision-Making" model (4 Ds) is a valuable tool for processing email, helping you to quickly decide what action to take with each item and how to remove it from your inbox. The expanded Ribbon in Office 2010 is designed to help you quickly find the tools that you need to complete your tasks. Features are organized in logical groups collected together under tabs. You can also customize the Ribbon to include tabs you personalize to match your own style.
The expanded Ribbon in Outlook 2010 replaces Outlook 2007 menus, giving you easy access to tools on conveniently organized tabs.
The Quick Steps feature, new in Outlook 2010, speeds up managing your email even more. This feature enables you to perform the multi-stepped tasks you use most often, such as moving email to a specific folder or moving a message and replying to it with a meeting request, with a single click. The Quick Steps gallery includes buttons for one-click file and flag, sending messages to your team, and other popular commands. For more information, see Automate common or repetitive tasks with Quick Steps.
The Quick Steps feature turns your most frequent tasks-whether forwarding messages to your co-workers or copying messages to a specific folder-into one-click operations.
Tip: Learning a few basic keyboard shortcuts in Outlook 2010 can make performing these tasks even easier and faster. Read our article on how to save time with quick computer shortcuts.
Decide what to do with each and every message
How many times have you opened, reviewed, and closed the same email message or conversation? Those messages are getting lots of attention but very little action. It is better to handle each email message only once before taking action-which means you have to decide what to do with it and where to put it With the 4 Ds model. you have four choices:
1. Delete it
2. Do it
3. Delegate it
4. Defer it
Delete it
Generally, you can delete about half of all the email you get. But some of you shudder when you hear the phrase "delete email." You're hesitant to delete messages for fear that you might need them at some point. That's understandable, but ask yourself honestly: What percentage of information that you keep do you actually use?
If you do use a large percentage of what you keep, your method is working. But many of us keep a lot more than we use. Here are some questions to ask yourself to help you decide what to delete:
• Does the message relate to a meaningful objective you're currently working on? If not. you can probably delete it. Why keep information that doesn't relate to your main focus?
• Does the message contain information you can find elsewhere ? If so, delete it.
• Does the message contain information that you will refer to within the next six months? If not. delete it.
• Does the message contain information that you're required to keep? If not, delete it.
Easily delete an entire conversation so that no new responses to it will appear in your inbox.
When a message contains all the previous messages in the conversation, you can click Clean Up to eliminate redundant messages. For example, as people reply to a conversation, the response is at the top and the previous messages in the conversation are below. Use the Clean Up command to keep only the most recent message that includes the whole conversation. For more information. see Use Conversation Clean Up to eliminate redundant
messages.
Cleaning up your conversations makes it easier to stay focused on the task being discussed.
Do it (in less than two minutes)
If you can't delete the email messages. ask yourself. ''What specific action do I need to take?" and "Can I do it in less than two minutes?" If you can. just do it.
There is no point in filing an email or closing an email if you can complete the associated task in less than two minutes. Try it out-see how much mail you can process in less than two minutes. I think you will be extremely surprised and happy with the results. You could file the message. you could respond to the message. or you could make a phone call. You can probably handle about one-third of your email messages in less than two minutes.
Instant message allows you respond to email messages faster. You can often view the availability of a person and instantly reach out to them using a variety of instant messaging methods depending on apps opened, ie., SKYPE, Facebook, or WhatsApp. Sometimes it's just easier to do a qucik message. Caution, it will be more difficult to follow the thread as it will be in multiple places. If the thread is essential, keep the communication in one place.
Delegate it
If you can't delete it or do it in two minutes or less. can you forward the email to an appropriate team member who can take care of the task?
If you can delegate it (forward it to another team member to handle). do so right away. You should be able to compose and send the delegating message in about two minutes. After you have forwarded the message. delete the original message or move it into your email reference system.
Defer it
If you cannot delete it. do it in less than two minutes, or delegate it. the action required is something that only you can accomplish and that will take more than two minutes. Because this is your dedicated email processing time. you need to defer it and deal with it after you are done processing your email. You'll probably find that about 20 percent of your email messages have to be deferred.
There are two things you can do to defer a message: Turn it into an actionable task, or turn it into an appointment. When you're using Outlook, you can defer emails that require action by dragging the messages to your Task List to turn them into tasks. Name the task to clearly state the required action so that you don't have to reopen the email message. The result is a clearly defined list of actions on your Task List that you can prioritize and schedule to complete on your Calendar. Or you can turn the message into a meeting request by dragging it to your Calendar.
One of my Favorite Tips on Outlook: Use the To-Do Bar in Outlook 2010 and Outlook 2007 to drag an email message from an email folder to a date on your Calendar or to your Task List. On the View tab, in the Layout group. click the To-Do Bar. (i've yet to figure this out on Google. Please comment if you know how to do as easily on Google on a desktop or even better on a Smartphone.)
When the bar appears, drag the message to your Calendar or to your Task List. This copies the message to the new location; it doesn't move it out of the original mail folder. so you'll still be able to find what you need.
Use the 4 Ds model every day
A concept I learned from an email management software, Orla (which I don't support anymore, although it was a brilliant concept). Using the 4 Ds model on a daily basis makes it easier to handle a large quantity of email. Our experience shows that. on average, people can process about 100 email messages an hour. If you receive 40 to 100 messages per day, all you need is one hour of uninterrupted email processing time to get through your inbox. Our statistics show that of the email you receive:
• Fifty percent can be deleted or filed.
• Thirty percent can be delegated or completed in less than two minutes.
• Twenty percent can be deferred to your Task List or Calendar to complete later.
Naturally, for those who a backlog of hundreds of messages, usually it takes time to get to the point where your daily routine keeps you up to date. It's important to get that backlog down, so I would suggest setting blocks of time aside to work through it. Then, you can really enjoy processing your messages every day using the 4 Ds.
This post details four important aspects that can help you process your email more efficiently-both at home and at the office. Although some of the productivity tools mentioned here are specific to Microsoft Outlook (Outlook 2010. Outlook 2007, and Outlook Web Access), most of the techniques-and even the organizational attitude described here-can help you to more efficiently process email and empty your inbox, even if you use an email application other than Outlook.
1. Set up a simple and effective email reference system. The first step toward an organized inbox is learning the difference between reference information and action information.
• Reference information is information that is not required to complete an action; it is information that you keep in case you need it later. Reference information is stored in your reference area, email reference folder, your My Documents folder, or in the cloud on Google Drive, for example.
• Action information is information you must have to complete an action. Action information is stored with the action, either on your to-do list or on your Calendar.
Nearly everyone receives plenty of reference information through email. It may seem as half, if not more, of your email is reference information. So it is essential to have a system that makes it easy to transfer messages from your inbox into your email reference system-a series of email file folders where you store reference information to ensure you have easy access to it later.
After you take care of filing your reference information, you can use the next three steps to handle the email that you have to do something with-your action information.
2. Schedule uninterrupted time to process and organize email
How many times are you interrupted every day? It's nearly impossible to complete anything when there are constant interruptions from the phone, people stopping by your office, and instant messaging. So it's critical that you set aside uninterrupted time to process and organize your email.
Many email messages require you to make a decision. The best decisions require focus, and focus requires uninterrupted attention. Establish a regular time each day to process your email so that you can empty your linbox Of course. you can scan your email during the day for urgent messages or requests from your boss or clients.
Book yourself a recurring appointment for an hour a day to process email, and mark that time as "busy." During that hour, don't answer the phone or take interruptions, and work only on processing your lnbox. You can also turn off the audio alert that chimes each time you receive a new email-which can be a distraction in itself. In Outlook, click the File tab. Click Options. On the Mail tab, under Message arrival, clear the Play a sound check box.
At first, keeping these appointments will take discipline. But over time. the discipline becomes habit. And after you completely empty your lnbox, you'll see the value of this one hour a day and you'll stick to it like glue.
With today's technology, synchronizing email to your Smartphone, it makes it easier to keep this email appointment and to process your lnbox. This standard Smartphone technology means that you don't have to be at home or at the office to keep your daily email management appointment.
Conversation view in Office 2010 enables you to organize email folders by date and conversation. When Conversation view is turned on. messages that share the same subject appear as conversations that can be viewed as expanded or collapsed, helping you to quickly review and act on messages or complete conversations.
Also, improved search tools in Office 2010 make it easier to narrow your search results by using criteria, like sender or subject keywords, and other information, such as attachments. The Search Tools contextual tab includes a set of filters that efficiently focus your search to isolate the items that you want For more information, see Find a message or item by using Instant Search.
3. Process one item at a time, starting at the top. When you sit down to process your email, the first step is to sort it by the order in which you will process it. For example, you can filter by date, by subject, or even by the sender or receiver of the email message.In Outlook 2010, on the View tab, in the Arrangement group, click the arrangement option you want.
From the View tab, you can filter your email by date, category, sender or receiver, and more. You can also change the arrangement directly from your lnbox. To display the list of options, under the Search box. right-click the Arrange By: box. The Arrange By: box in your lnbox gives you convenient access to even more options to arrange your messages.
Tip: If you use Outlook 2010. enable the reading pane (called the preview pane in Outlook 2007) so that you can view your messages without having to open them. To enablP. the reading pane. on the View tab, in the Layout group, click Reading Pane. To enable the Outlook 2007 preview pane, on the View menu, click AutoPreview.
Resist the temptation to jump around in your inbox in no particular order. Begin processing the message at the top of your inbox and only move to the second one after you've handled the first. This can be hard at first, when you might have thousands of messages in your inbox. But as you reduce the number of messages over a few sessions, eventually you'll get to the point where you can process the 60-100 messages you get every day and regularly get your inbox down to zero.
4. Use the "Four Os for Decision-Making" model
The "Four Ds for Decision-Making" model (4 Ds) is a valuable tool for processing email, helping you to quickly decide what action to take with each item and how to remove it from your inbox. The expanded Ribbon in Office 2010 is designed to help you quickly find the tools that you need to complete your tasks. Features are organized in logical groups collected together under tabs. You can also customize the Ribbon to include tabs you personalize to match your own style.
The expanded Ribbon in Outlook 2010 replaces Outlook 2007 menus, giving you easy access to tools on conveniently organized tabs.
The Quick Steps feature, new in Outlook 2010, speeds up managing your email even more. This feature enables you to perform the multi-stepped tasks you use most often, such as moving email to a specific folder or moving a message and replying to it with a meeting request, with a single click. The Quick Steps gallery includes buttons for one-click file and flag, sending messages to your team, and other popular commands. For more information, see Automate common or repetitive tasks with Quick Steps.
The Quick Steps feature turns your most frequent tasks-whether forwarding messages to your co-workers or copying messages to a specific folder-into one-click operations.
Tip: Learning a few basic keyboard shortcuts in Outlook 2010 can make performing these tasks even easier and faster. Read our article on how to save time with quick computer shortcuts.
Decide what to do with each and every message
How many times have you opened, reviewed, and closed the same email message or conversation? Those messages are getting lots of attention but very little action. It is better to handle each email message only once before taking action-which means you have to decide what to do with it and where to put it With the 4 Ds model. you have four choices:
1. Delete it
2. Do it
3. Delegate it
4. Defer it
Delete it
Generally, you can delete about half of all the email you get. But some of you shudder when you hear the phrase "delete email." You're hesitant to delete messages for fear that you might need them at some point. That's understandable, but ask yourself honestly: What percentage of information that you keep do you actually use?
If you do use a large percentage of what you keep, your method is working. But many of us keep a lot more than we use. Here are some questions to ask yourself to help you decide what to delete:
• Does the message relate to a meaningful objective you're currently working on? If not. you can probably delete it. Why keep information that doesn't relate to your main focus?
• Does the message contain information you can find elsewhere ? If so, delete it.
• Does the message contain information that you will refer to within the next six months? If not. delete it.
• Does the message contain information that you're required to keep? If not, delete it.
Easily delete an entire conversation so that no new responses to it will appear in your inbox.
When a message contains all the previous messages in the conversation, you can click Clean Up to eliminate redundant messages. For example, as people reply to a conversation, the response is at the top and the previous messages in the conversation are below. Use the Clean Up command to keep only the most recent message that includes the whole conversation. For more information. see Use Conversation Clean Up to eliminate redundant
messages.
Cleaning up your conversations makes it easier to stay focused on the task being discussed.
Do it (in less than two minutes)
If you can't delete the email messages. ask yourself. ''What specific action do I need to take?" and "Can I do it in less than two minutes?" If you can. just do it.
There is no point in filing an email or closing an email if you can complete the associated task in less than two minutes. Try it out-see how much mail you can process in less than two minutes. I think you will be extremely surprised and happy with the results. You could file the message. you could respond to the message. or you could make a phone call. You can probably handle about one-third of your email messages in less than two minutes.
Instant message allows you respond to email messages faster. You can often view the availability of a person and instantly reach out to them using a variety of instant messaging methods depending on apps opened, ie., SKYPE, Facebook, or WhatsApp. Sometimes it's just easier to do a qucik message. Caution, it will be more difficult to follow the thread as it will be in multiple places. If the thread is essential, keep the communication in one place.
Delegate it
If you can't delete it or do it in two minutes or less. can you forward the email to an appropriate team member who can take care of the task?
If you can delegate it (forward it to another team member to handle). do so right away. You should be able to compose and send the delegating message in about two minutes. After you have forwarded the message. delete the original message or move it into your email reference system.
Defer it
If you cannot delete it. do it in less than two minutes, or delegate it. the action required is something that only you can accomplish and that will take more than two minutes. Because this is your dedicated email processing time. you need to defer it and deal with it after you are done processing your email. You'll probably find that about 20 percent of your email messages have to be deferred.
There are two things you can do to defer a message: Turn it into an actionable task, or turn it into an appointment. When you're using Outlook, you can defer emails that require action by dragging the messages to your Task List to turn them into tasks. Name the task to clearly state the required action so that you don't have to reopen the email message. The result is a clearly defined list of actions on your Task List that you can prioritize and schedule to complete on your Calendar. Or you can turn the message into a meeting request by dragging it to your Calendar.
One of my Favorite Tips on Outlook: Use the To-Do Bar in Outlook 2010 and Outlook 2007 to drag an email message from an email folder to a date on your Calendar or to your Task List. On the View tab, in the Layout group. click the To-Do Bar. (i've yet to figure this out on Google. Please comment if you know how to do as easily on Google on a desktop or even better on a Smartphone.)
When the bar appears, drag the message to your Calendar or to your Task List. This copies the message to the new location; it doesn't move it out of the original mail folder. so you'll still be able to find what you need.
Use the 4 Ds model every day
A concept I learned from an email management software, Orla (which I don't support anymore, although it was a brilliant concept). Using the 4 Ds model on a daily basis makes it easier to handle a large quantity of email. Our experience shows that. on average, people can process about 100 email messages an hour. If you receive 40 to 100 messages per day, all you need is one hour of uninterrupted email processing time to get through your inbox. Our statistics show that of the email you receive:
• Fifty percent can be deleted or filed.
• Thirty percent can be delegated or completed in less than two minutes.
• Twenty percent can be deferred to your Task List or Calendar to complete later.
Naturally, for those who a backlog of hundreds of messages, usually it takes time to get to the point where your daily routine keeps you up to date. It's important to get that backlog down, so I would suggest setting blocks of time aside to work through it. Then, you can really enjoy processing your messages every day using the 4 Ds.
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