Do any of these executives sound like you? Where do you fall on the spectrum of Good…Bad…and Ugly?
To learn how to set-up Quick Steps, download our Email 201 webinar recording. If you would like help setting up your Quick Steps, call us for a 15-minute phone consultation.
Contact us for custom help streamlining processes between an executive and assistant.
1. Don’t overuse “Reply All”
There are times when a reply is only necessary for the original sender, or maybe a few team members. Remove contacts from your response if the reply is not relevant to them. You can establish best practices for your specific business.
2. Share folders & calendars
This is a great idea for executives and their assistants to reply to emails and schedule appointments more efficiently. Rather than send emails back and forth asking when one another are available, you can view shared calendars and expedite the scheduling process.
3. Include a time estimate when you delegate tasks
This not only keeps everyone on the same page, but it eliminates the need for emails checking-in on the status of pending tasks.
4. Use “EOM”
For those times that you just need to send a quick email to let a colleague know something is ready or finished, for example, use the “End of Message” acronym. If your message is brief enough to fit in the subject line, just type the message followed by “EOM.” The recipient can read your message in the subject line and delete the email.
5. Don’t keep a conversation going unnecessarily
When the purpose of the email has been solved or completed, try not to continue responding. For instance, if your response simply includes, “Thanks,” it may be unnecessary for both you and the recipient.
Integrate these email policies into your small business in order to save everyone time and energy. Have any other policies that your team uses? Share them with us!
How many times a day do you read an unnecessarily long email that eats away at valuable minutes? How often do you send these types of emails?
The rising trends with Twitter have produced a whole new way for people to communicate. People want information that is concise (think 140 characters) and right in front of them. They don’t want to work hard to find articles, stories, and information that are pertinent to their busy lives; they want it to find them and they want it done quickly. Long gone are the days of lengthy, detailed articles.
This change in communication and information consumption affects other forms of media as well. People are still dependent on their email for coordinating at work and at home, but they want their email to be short and succinct as well.
If you want people to respond to your emails, we suggest you try:
- Writing very specific subject lines
- Keeping the body of your emails short
The idea behind these two changes is that your recipients easily know what your purpose is and they can consume the information quickly. You have a much better chance of them responding to you. Try it out and let us know what you think!
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Elizabeth got right down to the critical changes we needed to make to improve our work flow. And we had fun doing it!Sheree C., Paralegal, Office Max
Never plan every minute of your day – add buffer time to your day for the unexpected tasks that pop up.
Make sure to sync your devices regularly so your information is always accurate and doesn’t contain duplicates.
I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now!Angela Shen
You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW
Create a system for processing business cards you receive. Try delegating the data entry portion of the task to an assistant or intern.
When organizing your office, imagine a semi‐circle around you when you sit at your desk. Place the supplies you use most often inside this space so they will always be within reach when needed.
Use cloud services as a convenient way to access all your information while you’re on-the-go, through your laptop or your phone.
When organizing your paper files, avoid labels like “miscellaneous” and “random.” You’ll encounter difficulties finding them later.
Create a set of email policies for your small business so everyone’s on the same page when it comes to writing and sending emails.
Innovatively Organized’s Email Mgmt Webinar was great! My inbox is now down to zero for the first time in a long time. I would highly recommend it to any friends or associates!Dan F., Realtor
I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now!Angela Shen
Very illuminating going over my weekly review checklist and realizing that the parts of the work I dread doing are the things I don’t have systems and structure for… I can see already that this is going to be a big help, and wish I’d gotten started sooner! I’m feeling optimistic, and looking forward to solving the problem(s) and getting my time more focused on the patient work I love to do!Dr. Deborah E., ND
Elizabeth swiftly and efficiently demonstrated easy methods to organizing my online clutter. My creative and innovative management style no longer clashes with daily details and extensive reporting requirements. What a relief! With a new, common sense system in place, our non-profit initiative become more productive and so have I!Brian Jaeger
Elizabeth got right down to the critical changes we needed to make to improve our work flow. And we had fun doing it!Sheree C., Paralegal, Office Max
IO has changed my whole perspective on being organized. You guys rock.Amy T., Blueflame Heating & Air Conditioning
I loved your presentation of Email Organizing 101. The presentation was clear and informative, and you offered wonderful tips to make our busy lives easier. I already implemented some of your recommendations, and have no remaining emails at the end of the day in my inbox. Also, you have a great sense of humor, so like everyone else, I truly enjoyed my time there. Time and money well-spent.Jennifer S., Merrill Lynch
The one-on-one attention I got from Elizabeth helped me identify problem areas and prioritize changes to become more streamlined and organized. Replacing old habits with new ones is challenging but extremely rewarding! Thanks again, Elizabeth!Eliott P., Event Services Manager
I can’t tell you how accomplished I feel today. Even when someone came to me with an “emergency” project, I noted that on my calendar. I know that I can use that information to help people better schedule time with me to get these projects done.Erin George, Real Change News
You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW