| Email Workload Management Assessment |
| Manage IT or IT will manage you | Currently DO | | Try |
| | | | | | | |
| Avoid constantly checking email, schedule 1-2 times per day | | | | | | |
| Disable "notify" alerts | | | | | | |
| Reply in one working day, if not possible see next line | | | | | | |
| Reduce email volume by telling people when you don't need to be included | | | | | |
| Reduce email volume by sending fewer emails | | | | | | |
| Reduce email volume by removing your name from mailing lists | | | | | | |
| Reduce email volume by using the block sender or junk filter | | | | | | |
| | | | | | | |
| Don’t contribute to information overload in others Do WWWWWho! | Currently DO | | Try | |
| | | | | | | |
| Who: Send to those who need to know/can take action, avoid "Reply to All" | | | | | |
| Who: Tailor your mailing lists to the right audience | | | | | | |
| What: Be brief and to the point | | | | | | |
| What: Use headings and bullet points (people don't read paragraphs) | | | | | | |
| When: For meetings, send agenda/handouts 3-5 business days in advance | | | | | |
| Where: Determine where message should be delivered - in person is best | | | | | |
| Why: Why are you sending it? Avoid "thanks" or "got it" | | | | | | |
| Why: Avoid internet chain mail and redundent information | | | | | | |
| How: Assure proper tone, be careful of trigger words | | | | | | |
| How: Subject line should describe content | | | | | | |
| How: One subject per message | | | | | | |
| How: Include previous message with your response | | | | | | |
| How: Use extreme caution before forwarding another’s email | | | | | | |
| | | | | | | |
| Inbox Management (OHIO and the 4D's): | Currently DO | | Try | |
| | | | | | | |
| Don’t use your inbox as your “To Do” list | | | | | | |
| OHIO - Only Handle It Once | | | | | | |
| Delete it | | | | | | |
| Do it (two minute rule) | | | | | | |
| Delegate it | | | | | | |
| Defer it (schedule it on your calendar) | | | | | | |
| | | | | | | |
| Keep it Legal | Currently DO | | Try | |
| | | | | | | |
| Treat content like a postcard, unless secured | | | | | | |
| Don’t say something you would not like to see in the newspaper | | | | | | |
| Create permanent filing system on your personal drive | | | | | | |
| Do not forward confidential information to anyone outside your organization | | | | | |
| | | | | | | |
| Etiquette - Be Respectful | Currently DO | | Try | |
| | | | | | | |
| Use automatic reply when out of office | | | | | | |
| Create a signature line w/title and contact information | | | | | | |
| Code subject lines - ASAP, FYI, Due by: | | | | | | |
| Do not print unless absolutely necessary (go green) | | | | | | |
| Don’t be a copy cat automatically cc:ing those who won’t take action | | | | | | |
| When you reply, update the subject line if appropriate | | | | | | |
All Rights Reserved. Copyright LesaBecker.com 2009. | | | | | | |