Thursday, June 24, 2010

The Wellrich 10 Percent Email Solution

As a professional organizer I am frequently asked how I recommend people stay on top of their email.  There are a variety of strategies for managing the actual email when you first open it.  Use folders to file information and flagging action items for example.  When it comes to the emails that have been left in your Inbox too long here is a process I call the 10 percent solution.
  1. Pick a time of day to commit 10 minutes to email management.  Stick to this commitment until that Inbox is under control.
  2. Change the sorting order of the Inbox.  If you normally sort by date, try sorting by sender or subject.  This has the impact of immediately changing the context of the emails.  With a different context sorting is easier.
  3. Check the total number of emails and then identify what 10% would be.  This is your target; the number of emails you are going to file or delete in your designated 10 minutes.  For example, if you have 1000 emails sitting in your Inbox, try and remove 100 at the first sitting.
  4. Quickly scroll through the list and try and delete as many as possible i.e. the easy ones you know are no longer needed.  If you get stuck or bogged down, switch the sort again and keep going.  Try sorting by email topic.  This will sometimes allow you to delete the backlog of emails on one particularly topic and then the last one, with all the accompanying conversation, will be the email to file.
You will be surprised how easy it is to remove 100 emails when you have changed the context.

Wednesday, June 16, 2010

Organizing on the Go

If you travel frequently for business you know that staying organized while on the go can be a challenge.  There are three main issues to address: a) receipts b) staying productive and c) being prepared.

Often one's entire trip involves keeping track of those darn receipts.  Whether you work for yourself or a large corporation, even with a friendly and fully loaded expense card, that proof of purchase is necessary at every transaction.  To keep the receipts organized keep then contained.  Whether you choose an envelope, a wallet size accordion folder or a plastic folder with pockets, the trick is to keep them in one place where they won't get lost and will be available when it comes to register your expenses.

Staying productive while travelling can be difficult when you are at the mercy of train, plane or bus schedules and someone else's meeting agenda.  Keep a ready supply of "To Do" work on hand either on your computer or in your travel case including some lighter reading.  That way when you have to wait for the plane which has been delayed or the meeting hosts who are late, you can keep yourself productive and occupied.

Finally, business travel may be planned in advance but may also be a last minute opportunity for that BIG DEAL you have been waiting for.  Keep a travel case packed and your business case supplied so that you can leave with very little preparation.  Once you return from your trip, repack your cases immediately; you will be most conscious of what you wished you had on your trip right when you return and can ensure your travel cases are loaded up accordingly.