building better e-mails

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A brief primer on basic E-mail etiquette and strategy

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Page 2: Building Better E-mails

E-mail is a fact of life, so how can we make the most of it while minimizing their impact on our precious time?

Page 3: Building Better E-mails

Making E-mail work better for business

Greg RoseSeptember 1, 2009

Page 4: Building Better E-mails

Ingredients of E-mail etiquette

Addressing& Replying

Content & Tone

Structure

Timing & Strategy

Page 5: Building Better E-mails

What E-mail is really good for…

• Documenting decisions, keeping a paper trail.

• Coordinating events like meetings.

• Broadcasting essential information to lots of people.

• Sending attachments.

• When you need to explain something very carefully.

• Saying nice things about people.

• Reaching almost anyone, anywhere, anytime.

Timing & Strategy

Page 6: Building Better E-mails

What E-mail is really bad for…

• Conveying nuance, emotion, meaning.

• Making decisions about complicated issues.

• Giving criticism.

• Delivering bad news.

• Respecting hierarchy, propriety, personal time.

Timing & Strategy

Page 7: Building Better E-mails

A phone call is worth a thousand E-mails

“If you need to discuss something with somebody, don’t start an E-mail conversation with them. Pick up the phone and call them. Quite often I find myself in these e-mail conversations that spiral out of control going back and forth. It seems to end up taking a lot of time (cumulatively) when a two minute conversation would have met the same end much quicker.” Bob

Timing & Strategy

Page 8: Building Better E-mails

A phone call is worth a thousand E-mails

Timing & Strategy

Page 9: Building Better E-mails

A phone call is worth a thousand E-mails

Should‘ve picked up the phone!

Timing & Strategy

Page 10: Building Better E-mails

Practice the Golden Rule when timing your emails

Try to send requests and to do’s during normal business hours.

Timing & Strategy

Page 11: Building Better E-mails

Don’t flex your muscles

If you would not say it to their face, don’t type it.

Content & Tone

Page 12: Building Better E-mails

Don’t type it even if you would say it to their face!

Don’t flex your musclesContent & Tone

Page 13: Building Better E-mails

Don’t flex your muscles

“People hide behind email and it creates loads of problems.”

“Tone can easily be misinterpreted in emails. Choose your words carefully so that the reader is not confused, insulted, or offended.”

“Most people get ‘email muscles’—they will put in an email things they would never say to the persons face.”

Content & Tone

Page 14: Building Better E-mails

A true story

“One time I wrote a really nasty email to a good friend of mine because I was upset about something and I saved it my ‘drafts’ folder without sending it. I did it just to make myself feel better and did not plan to send it.

More than a year later, I upgraded my email application and it decided to send all the emails in my draft folder. I got a phone call from my friend who was all upset and didn't understand why I sent the email...It didn't make any sense, of course, being a year out of context. It was pretty bad...”

Content & Tone

Page 15: Building Better E-mails

What’s wrong with this?Content & Tone

Page 16: Building Better E-mails

Please don’t please me.

Please sounds annoyed or pleading even when you meant to be polite.

Content & Tone

Page 17: Building Better E-mails

Also…Content & Tone

• Avoid being overly casual or formal.

• Avoid blame. Keep it neutral and factual.

• Keep it short and to the point.

• Review for clarity and grammar.

• Spell-check before you send.

• One E-mail, one topic.

Page 18: Building Better E-mails

Put yourself in your readers’ shoes Structure

E-mails that have no structure and run on get ignored.

Page 19: Building Better E-mails

Be strategic, structured, clear, specific.

Structure

Page 20: Building Better E-mails

Structure

Keep on being strategic, structured, clear, specific.

Page 21: Building Better E-mails

You talkin’ to ME?

Be clear about who you are addressing

Addressing& Replying

Page 22: Building Better E-mails

Beware the Reply All

Consider the vast amount of E-mail traffic before hitting Reply All

Addressing& Replying

Page 23: Building Better E-mails

Remember…Addressing& Replying

• Put only the person or persons you are addressing in the TO field.

• Put everyone else in the Cc or Bcc field.

• Be sure to include your addressee’s name at the beginning of the E-mail.

• Limit the number of people you send to, but be careful not to step on toes.

• Don’t ‘Reply All’ to meeting invitations. Only the meeting coordinator needs to know your availability.

Page 24: Building Better E-mails

Remember these seven tips before you hit send:

Addressing& Replying

Content & Tone

Structure

Timing & Strategy

1. Never just hit reply-all without thinking about it first.

2. Keep it nice. Keep it clean. E-mails don’t go away.

3. Subject line. Subject line. Subject line.

4. New topic, new E-mail thread, new subject line!

5. Double-check your recipients.

6. Be clear about what actions you want and by whom.

7. Consider picking up the phone instead.

Page 25: Building Better E-mails

To learn more, read the book SEND by David Shipley and Will Schwalbe.

Addressing& Replying

Content & Tone

Structure

Timing & Strategy

Page 26: Building Better E-mails

Have fun building better E-mails!

Greg Rosewww.gregrosedesign.com

Addressing& Replying

Content & Tone

Structure

Timing & Strategy