by Matt Perman
Zach Nielson recently had a helpful post on using email well. Most of the points go to the issue of what I would call “email etiquette.” Some of the best tips are: “don’t confront people over email,” “work to have a balance between email and personal contact,” “learn people’s style,” and “hesitate before hitting reply all.”
Most important: When sending to a large group, use blind copy.
by Matt Perman
A major theme of this blog is that productivity is not simply about making ourselves more productive, but making others more productive as well. Writing better emails is a big way that we can make other people’s lives a little simpler and a little better. And it will save us time as well.
Writing good emails means writing them in a way that makes it possible to understand your point right away. It means writing your email to have high impact with minimal time investment on your reader’s part.
The most influential resource on my thinking on this area is a book with the unfortunate title, The Hamster Revolution: How to Manage Your Email Before It Manages You. Here are 3 principles for writing better emails from this book and some other resources I’ve read.
Make the subject line descriptive so the person knows right away what the email is about. Don’t use a headline such as “Interesting,” “Good Article,” or even just “Proposal,” because they don’t provide anything specific about the content.
Instead, a good subject line would be something like: “Proposal for New Hires in 2009.”
The very first thing should be a brief greeting, such as “Hi, Fred. Good job in the meeting today.”
But then move right to your point. State your point, as specifically as possible, in 1-3 sentences. If you have ideas that you want Fred to consider, for example, say that you have ideas for him to consider and state specifically (and briefly) what your main idea is.
Don’t just say “Fred, I have some ideas for you to consider,” and then spend 3 paragraphs getting to your main idea. Instead, state specifically what your idea is. For example, say: “I think we should consider hiring an additional widget manager next year because of the planned 23% increase in production. I am wondering what your thoughts are.”
After you’ve stated your main point, then provide the details.
This is key, so I’ll say it again: Give your main point, and then provide the background.
This is different from a detective story, or a novel, or any other type of writing where the discovery is part of the fun. With email, there isn’t time for this. And especially when doing work email, there is a business purpose to your email. You need to save the other person’s time by telling them your point right away, and then only after that providing the details in the event that they need to see things fleshed out more.
When providing the background, keep your paragraphs short. Wall of words are hard to read. Be short and to the point. And keep it relevant. Use bullet points when possible.
If the background section gets longer than a few paragraphs, it is a good idea to close by summarizing the action step(s) again.
Last of all, a word on forwarding: If you need someone’s opinion on something, don’t simply forward them a long email thread and say “what do you think?” Instead, summarize the main action you need from them right at the top, and then summarize the main point of the email thread.
Try to make it so that all the thread is needed for is to provide the details, if the reader feels that they are necessary.
by Matt Perman
In my post yesterday on how to get your email inbox to zero, I encouraged readers to email me their questions on email and effective practices that they use. I’ll then do some posts next week answering the best questions and highlighting some of the best ideas from people.
A helpful way to illustrate my system might be to summarize how I use it to handle these email questions I receive so that I have access to them next week when I write the posts, but still have them in an organized spot in the meantime.
Here’s principle number one for me in this: I’m not keeping those emails in my inbox.
Those who read the post yesterday could probably finish this post today for me. What I did is create a new folder in with the “working folders” that I encourage people to have. The constant folders in there are “answer,” “hold,” and “read.” But you can also create temporary folders in there for support material that you need to keep on hand for a bit, or which you need to collect for a task in the coming days.
So I created a folder called “WBN Questions” in in with my other working folders. Whenever I get a question, I send a quick thanks to the person and then move the email into that folder. Next week when I write the post, I’ll go into that folder, review the questions again, pick the best ones, and write my post.
When I’m all done, I’ll delete the emails (though I never permanently empty my deleted bin, so I’ll still have them on file), and then delete this temporary support folder.
by Matt Perman
[UPDATE: The content of this post has been updated and turned into a PDF article.]
It’s possible to get your email inbox to zero every day, even if you get 100 emails a day.
And it’s not super complicated, though it does take effort and some discipline. But I don’t think lack of effort has been the main problem. I think the main problem has been not knowing how to manage email effectively.
Many people have simply never been taught the best practices for keeping email under control. For example, we can quickly fall into the trap of using our email inbox as a small to-do list (really bad), and sometimes we even end up using our inbox as a holding tank for major project items (far worse). The result is that we go through our days with a sense of having a thousand “open loops” continually before us.
The goal of this article is to outline some very simple practices that will enable you to manage your email in a way that is effective, simple, and maintains a sense of relaxed control. You should be able to take this article and use it to get your inbox from whatever point it is—even if it’s at 15,000 emails—and get it down to zero.
It shouldn’t take too long (if you have 15,000 emails, maybe you should just delete everything more than a month old and start over!). And you’ll be able to keep it there. Or, at least, if you don’t keep it there, it won’t be because you don’t know how.
We’ll cover a 5-part process for getting your email inbox to zero and keeping it there. The five areas are:
(Here’s a pdf of this article for those who prefer reading in that format.)
by Matt Perman
I just posted above a detailed article I’ve written on how to get your email inbox to zero every day. The process works really well. I find it entirely doable to get my inbox to zero at least once a day, with the exception of days when I’m away from my computer or when I shut email down to focus on large projects, and in spite of receiving some pretty complicated emails.
(Although this doesn’t mean that there are never any days, or weeks even, when you need to let things go completely haywire, or just say “enough!,” which I think is just fine from time to time — more on that in future posts.)
Now, the article certainly doesn’t answer all questions that can arise. In addition, I’m really interested in hearing what approaches you have found effective in dealing with email.
So here’s what I think will be most interesting of all:
- Send me (or put in the comments) your questions on email. Send the toughest ones you can think of, especially anything that has been a consistent snag to you, or any unanswered questions from the article. I’ll then do a post next week giving my answers to the most puzzling and most helpful questions and we can also discuss them further in the comments if desired.
- Send me (or put in the comments) some of the email strategies and tactics that you’ve found most effective, and I’ll feature the most interesting or useful ones in some posts.
by Matt Perman
Here’s one of the most basic productivity functions of all, and yet probably most of us never think about how we do it: Getting the mail.
I actually have to go get the mail right now. Why don’t I go do that, and then I’ll come back and summarize how I go through it.
OK, here we go. First, I’d normally actually just put it in my in-box, since it’s the middle of the afternoon, and process it the next time I process my in-box. And that’s the first point: The mail is just another form of input to be processed along with every other form of input you get. So in one sense I could stop this post right now, because getting the mail really reduces to processing your in-box. But, I will continue.
Second, I go through the items one by one (very quickly). Looks like I have about 15 items. David Allen gives the three cardinal rules of processing, which apply here:
Third, with each item I ask myself two questions: What is this? and What’s the next action? This is because before you can know what to do with something, you need to know what it is. Once you know what it is, you can determine how to handle it (that is, define the next action).
With most stuff, this is easy and takes about 0.25 seconds. Some things have no actions required. For example, an item of junk mail gets trashed.
Some things involve very quick actions. With these I apply David Allen’s “two minute rule”: if you can do it in two minutes or less, do it right away. So a newsletter or such from an organization I give to gets a quick look, for example, and then I toss it (or determine the larger action required by it and process it accordingly).
Then there are some things that involve more than 2 minutes of action. I have something in this category before me right now: the statement for my money market account. I have actually noticed that 90% of my 2-minute plus actions that come up fall into 1 of 6 categories. I’ve set up a group of pending files for these: bills to pay, notes to process, receipts to enter, other financial to enter, to read, and to file. This one falls into the “other financial to enter” category—I need to reconcile this with my Quicken–, so I put it in that file. (I go through those files every Saturday, by the way—I wouldn’t put anything in an action file without a regularly scheduled task to actual dispense of those actions. I put these regularly scheduled actions on my “action calendar,” which I’ll talk about down the road)
Now I have before me two post cards that the grandparents sent to our kids (ages 5 and 3) while they were on their trip to DC. I put these to my right in a temporary “out” pile, which is where I put stuff that I need to give to my wife or kids or take somewhere else in the house.
The next item is my 2009 vehicle tabs. Here I have two things to do: The stickers themselves go in my “out” box, and I will put them on my car when I take that stuff to where it goes. But I also want to keep the registration card that came with them, so I put that in my “to file” pile.
The next item is something from Dish Network saying I have to upgrade my DVR with these new smart cards they’ve sent, or it will stop working in two weeks. Good grief. This is why life is so complicated and we need productivity systems in the first place.
Now I have my IRA statement. There is a newsletter with an article on “what you need to know about bear markets,” which I’ll give 10 seconds to. There is also an update to the “custodial agreement” (whatever that is). In previous years I probably would have filed that with my IRA stuff, but I’m getting tired of the information glut, so I’m just going to throw that away. I put the actual statement into my “other financial to enter” file.
Now I have my mortgage statement. We’re not on automatic withdrawal because we plan on moving soon and I wanted to save the time of setting that up. Not sure if that actually saved me time, but oh well. I put the bottom portion in my “bills to pay” file and the actual statement in my “to file” pile.
There are a few magazines that I put in my “to read file,” and now I’m done. Now what I’m going to do is quickly take my “out” stuff where it goes (put the post cards for our kids in my wife’s in box, the tabs on the car, and that smart card in my DVR), file my “to file” stuff, and get on with my day. On Saturday morning I’ll clear out the two minute plus actions that I put into my “other financial to enter” and “bills to pay” files.
Nothing this time involved a project (a more-than-two-action outcome) or had to go on my next action list. Down the road I’ll be posting some about those lists and how to use them effectively.