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.

Client Questions - Why do I get stuck on Email?

The electronic age was meant to speed up the way we work and computers promised to make life easier. They have, however, brought with them their own challenges as witnessed by the common frustrations of managing email. If email is soaking up too much of your day, try these tips:

1. Turn off the email alert on your computer. You know emails arrive constantly. You don't need your computer to remind you there is more work sitting in your Inbox.
2. Schedule a routine time to clear new email messages. Do not schedule this first thing in the morning otherwise it may soak up the rest of your day.
3. Read, respond then delete or file. Keeping loads of email messages in your Inbox is the same as leaving mail sitting on the middle of your desk. Both practices give you the impression you have yet to deal with the messages when in fact, you have responded.
4. Use your email functionality - rules and alerts - to sort your mail when it arrives. If you have a big project on the go, create a folder for the project. Add the folder to your favourite folders where you can see it easily in the top left (or right) of your screen. Create a rule to have all new mail with the project name in the heading or body go directly to this folder. Your computer will tell you when there is new mail in the folder, don't worry. It's like having an assistant sort your mail before putting it in your inbox.
5. Limit your time for email clearing. If you need two or three scheduled times to clear - so be it but limit the time of each session.
6. Be short and succinct in your communication. No one else wants to receive long winded emails at their end since they have limited time to review it as well.

Enjoy shaking off the email shackles.

Managing Email 4 - No FYI's Thank You!

Here's a tip from Julie Morgenstern's book Never Check Email in the Morning.

Avoid sending FYI's. They clog your inbox and everyone else's and are a tremendous time drain with little reward. Never send an FYI without telling the reader at the beginning of the message why you think it will be of interest to him/her. For example, send and FYA or For your Awareness to keep you boss on the inside track just in case.

Friday Inbox Delete Diet

Inbox a little heavy these days. Like most people you have probably read the important messages, left the rest and moved on with your day. Result: your inbox has several hundred or more messages patiently awaiting your attention. "It will never happen", you moan. "I will never have time to figure out what to do with them all". Probably not. Try this instead.

Reorder you Inbox, or whichever folder you've decided to attack, by some other method than the usual one. If you order it by date, switch to by sender. Try subject. Try size. It doesn't matter as long as it is different than your day to day sort.

Start anywhere in your box with your finger over the DELETE key. Notice how the 30 messages from your boss relating to last year's budget are no longer relevant. How about the 14 messages relating to the Christmas party. And there are the 23 messages about the add space you were considering but never bought. Keep going, you are doing great.

Evenutally all messages that you keep for content need to be filed. Elsewhere I have talked about matching up your e-files to your paper files to make the filing process easier. But for the numerous messages that just collect because we never get around to clearing them out, a Friday Delete Diet can be a wonderful thing. Very lightening before the weekend.

Managing Email 3

I am going to stay with the email theme. A common challenge for all of us is dealing with the email messages in the Inbox that have been read but not deleted or filed. Some days/weeks/months later there is a significant backlog and clearing it out is such a huge task we all avoid it.

Try this: Dedicate 10 minutes every working day for a month to email clear out. Start by changing the sorting criteria for your Inbox (just for clearing out purposes). If you have email sorted by Date Received, switch to Sender or Subject. Start anywhere at all, it doesn't have to be at the top, and quickly scan the messages in the reading pane. Notice how your perspective on the messages changes?

By changing the order of the email on your screen, you change the perspective for your brain which is often all it takes to boost the Keep or Delete decision making process. In organizing, its the equivalent to moving all the material you need to sort through out of its usual living place and sorting it in a completely different environment. Try it and remember: 10 minutes a day.

Managing Email 2

Congratulations - you turned off the email alert and scheduled yourself to clear email after 11:00 am - didn't you?

Messages are easily lost in the Inbox. To avoid forgetting about a message, learn to use your flag alerts. If you are visually oriented, chose a different colour for different types of alerts: e.g. follow up from your VP could be blue, follow up for you subordinates could be green. Your computer will keep track of the messages that are flagged.

Meanwhile, try and delete messages as soon as possible and file those messages that you need to keep but don't require any further action. The filing system in your email should mirror that of you paper files. That way, your brain only has to remember one system and is more likely to remember where items are located. Finally, in the worse case scenaria affectionately known as the "beer truck phenomena" (what happens if you don't show up tomorrow because you have been hit by a beer truck?) the risk to your company that something important is lost, is reduced, as the likelihood of finding material in your computer is increased.

Managing Email 1

Overwhelmed with email? Many of us are. Many of us are also concerned with the amount of time it can consume. Have you ever found yourself still clearing email several hours after you started, not having realized the time that was eaten up?

To begin taking back control, turn off the email alert on your screen. Very few of us really need to know when emails are coming in unless we have a time-sensitive message for which we are waiting.

Avoid clearing email first thing in the morning. Having planned your list of things to do the night before, you know what your top priorities are: let those have your best hours first thing in the day. Schedule time to clear email towards the middle of the day and again later in the day. Allocate a certain amount of time and stick to it.

Eliminating E-file/Paper File Confusion

I am often told by clients that they can manage to keep one but not both of their information filing systems up to date. Either the paper files are comprehensive and up to date or the e-files are organized and up to date. Often clients find they can't keep them both organized.

A good rule of thumb is to try and mirror your e-file structure to your paper file structure. Give your brain a break and make the sorting process as easy as possible for both electronic and paper files by using just one structure.

Then remember to schedule a regular if not frequent purge.