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3 Reasons Your Team Needs an Email Management Plan

this entry has 0 Comments/ in Email Management, Time Management / by Innovatively Organized
January 23, 2014

Email Management Plan

When your entire team feels overwhelmed by the flood of emails each day and their to-do lists that just keep growing and growing, it may not be a coincidence. Many offices leave it to each individual to decide on their own email plans, but if your team comes together and decides on a company-wide plan, then team members can be freed up to spend less time on emails and more time on their job responsibilities.  Refocusing attention and priorities in the workday as a team effort also provides a good boost to those that aren’t naturally as organized as others.  Here are 3 reasons why an email management plan could work for your team:

1. Improves Efficient Communication - If you compose each email properly with a specific subject and include your email signature, hopefully you won’t receive as many emails looking for your contact information.  Recipients will also be more inclined to call you instead of type out another email to you if your phone number is right in front of them.
2. Reduces Digital Clutter - When you create a system that works for how to handle your incoming emails, you’ll be able to eliminate the clutter in your inbox quicker.
3. Saves Time for Your Team - If you can manage email effectively, especially as a team, you can reduce the amount of time you spend in meetings. Instead of making all the decisions face-to-face, your team can make those decisions through email.

 

Want additional tips on how to manage your email effectively? Follow The Productivity School’s blog for daily tips on email management and other productivity topics!

The New Gmail Feature: Do You Love It or Hate It?

this entry has 0 Comments/ in Email Management, Process Improvement / by Innovatively Organized
August 30, 2013

Gmail Tabs Feature

Many people who already have a Gmail account have probably noticed the new tabs that recently appeared in your inbox. Gmail has included new tabs labeled primary, social, promotions, and updates. With this new feature, your emails will automatically get sorted into these tabs (and more if you wish to customize them). Some people are complaining about the change, while others love it. After testing out the new inbox ourselves, here are our thoughts on this new feature:

Pros:

With these new tabs, Google does some of the thinking and sorting for you, which can save time when you’re checking your emails. It also eliminates non-urgent emails (such as newsletters and promotional deals) from your primary email inbox that can lead to distractions at work.

Cons:

The tabs put your emails “out of site and out of mind,” which can lead to forgetting about certain emails and tasks. Also, some people prefer to sort emails themselves so they feel more in control of their inbox.

 

What are your thoughts on the new Gmail Tabs? Let us know in the comments below!

Symptoms of a Broken Office

this entry has 0 Comments/ in Contact Management, Email Management, Process Improvement / by Innovatively Organized
July 5, 2013

Far too often, businesses are so focused on keeping up with their day-to-day tasks, that they fail to see how much time they’re wasting. In other words, they have a broken office. But, how do you know if you have a broken office? Below are a list of symptoms we frequently encounter in broken offices. Once you identify the symptoms affecting your office, you can work toward finding more efficient solutions.

Do these symptoms sound familiar?

  • Hoarding information - People hoard information and documents because they don’t trust that there is a company-wide system in place.
  • Misplaced files - Employees can’t find documents because there isn’t a file naming convention or method for tracking version control.
  • Incorrect contact information - People in your company frequently email each other to gain access to a client’s contact information because there isn’t a central place to store shared contacts.
  • Prolonged training - Your company spends too much time training new employees because systems aren’t documented properly.
  • Poor space planning - You see your coworkers walk back and forth to their desk unnecessarily to retrieve items they frequently use (printer, client files, etc.) because they aren’t located near their desk.
  • Duplicate efforts - People at your office unknowingly duplicate efforts because roles and responsibilities are not clearly defined.
  • Unreliable technology - Your team gets frustrated with unreliable or outdated technologies that waste their time.

Showing multiple symptoms of a broken office? Schedule a free 15-minute consultation to discuss solutions with us!

Three Easy Steps to Prevent Post-Vacation Stress

this entry has 0 Comments/ in Email Management, Time Management / by Innovatively Organized
June 28, 2013

After a relaxing and carefree vacation, it’s stressful returning to the office and finding an exploding email inbox and a massive list of tasks that have piled up while you’ve been out of the office. So much for that vacation! Here are three things you can do to prevent the stress from building up while you’re gone:

1. Set your out of office message before leaving

Having an out of office message sets the expectation for those who are trying to reach you that you won’t be responding to emails. This will also help to slow the amount of emails that come into your inbox the rest of the week. To really spruce up your out of office message, take some advice from Matt Heinz, of Heinz Marketing, and include a couple of interesting articles related to your business that people can read in the meantime.

2. Provide clients with an alternate contact

Ask a coworker if they can serve as the main point of contact for your clients and prospects while you’re on vacation. Add their contact information to your out of office message and spend 15 minutes bringing them up to speed on questions they may have to answer in your absence. You’ll feel peace of mind knowing your clients are being taken care of.

3. Have a coworker sort your email

Ask a coworker to sort your email into urgent and non urgent folders while you’re away so that when you come back you can respond to what is most important first. If you aren’t comfortable with someone else checking your email, spend 20 minutes when you get back quickly sorting all of your emails. Then you can start responding to the emails based on their importance and urgency.

How do you prepare for a vacation?  Let us know your tips in the comments below!

Spring Cleaning Tips for Microsoft Outlook

this entry has 0 Comments/ in Email Management / by Innovatively Organized
April 5, 2013

Now that the air is getting fresher and our days longer, it’s time for (you guessed it) Spring Cleaning!  When most people think of spring cleaning, they think of organizing garages and cleaning out the kitchen pantry, but we want to challenge you to clean areas you don’t immediately think of that may be hurting your productivity.

For the first phase of our three-part Spring Cleaning series, we want to address a program that many of us use throughout the day - Microsoft Outlook. Even though Outlook is a fantastic productivity tool, the reality is that it often gets neglected.  Here are a few tips to get your started cleaning your Outlook:

Mail

  • Take a look at the number of rules you have in place.  Too many can slow Outlook down, so ensure you need all of them.
  • Check your Drafts folder for any drafts that are no longer needed and can be cleared.
  • If you haven’t done so in a while, empty your Deleted Items folder.

Calendar

  • Are the appointments, meetings, and tasks on your calendar current?  Are there any recurring appointments that are no longer applicable?  Take a few moments to clean these items up.

Contacts

  • Review your contacts: is your information current?  Delete or merge duplicate contacts.
  • Add any new contact information you have been meaning to include (from business cards, scraps of paper, emails, etc.).

Tasks

  • There is great satisfaction in crossing tasks off our to-do list, but after a while, these old tasks become clutter.  Delete tasks that you have already completed.
  • Are you flag happy? Remove flags that are outdated or no longer require a follow-up task.

Notes

  • Go through your notes section to delete those that are no longer relevant.
  • If your notes could use some better organization, go through and categorize them or create folders to sort them into.

Clearing out your Outlook should take no more than 30 minutes, but if it requires more time, set aside 15-30 minutes each day until you feel refreshed.  Stay tuned next week for the next two parts in our Spring Cleaning series!

Subject: < no subject > (and Other Email Faux Pas)

this entry has 0 Comments/ in Email Management, Individual Productivity, Time Management / by Innovatively Organized
March 22, 2013

You’ve probably been frustrated by these email faux pas before. Perhaps you’re guilty of a few yourself? Here are 10 email faux pas to be mindful the next time you hit send on an email:

  1. Subject Line Confusion: Subject lines can be a very valuable tool—they help us decide if we should open an email now or later (or delete it all together).  When there is no subject line, an irrelevant subject line, or a ridiculously long subject line, we feel like our time is being wasted. Remember to take a look at your subject line before you send. Is it still relevant?  Sometimes the subject of your email changes from the time you start writing to the time you finish.
  2. CC’ing the World: CC’ing others is important, but make sure the people you’ve included actually need to be on the thread. Also, keep in mind the difference between “To” and “CC.” By including someone in the “To” field, you are implying that an action is required. “CC” typically suggests the person has been included for informational purposes.
  3. Can I Have Your Number? Have you ever tried contacting an email correspondent via phone after an email conversation, only to find they don’t have an email signature?  Make sure your signature includes all the contact information others need to reach you.
  4. Email Novels: Emails shouldn’t be the next War and Peace.  The very nature of an email is to be concise.  Channel your Twitter skills and make sure you’re not sending unnecessarily long messages.
  5. Email Tweets: In the same vein, don’t you despise emails that are so short they didn’t deserve becoming an email in the first place?  If you have a quick comment or question, connect through instant message rather than email.  You’ll probably get a faster response too.
  6. Tpyos: Did you catch that one? You should not have to guess what a word means.  Especially with auto correct and spell check. Take a moment to glance over what you’re sending before you send it.
  7. Replying to the Wrong Part of a Thread: If you haven’t checked your inbox in a while and begin opening the earliest messages first, make sure you don’t respond to outdated emails.  Turn the “conversations” feature on in your inbox so you can respond to the most recent email in the thread, rather than comment on parts of the conversation that have been resolved already.
  8. “Where’s the Attachment?” How many emails have you received detailing the important attachment you must review and sign off on, only to find the attachment was not…attached.
  9. Too Big Attachments: How do you feel about emails with way too many graphics in the body?  If you need to send large files, images or documents, try sending them a link via Dropbox to download the files directly.
  10. Wait, What Are We Talking About? If your thread conversation starts to round a corner towards a new topic, just start a new thread with the appropriate subject line.  This helps recipients stay on track with the conversation and find the archived thread later.

How many of these pesky faus pas are you guilty of?  Share this blog post with your team to help everyone avoid these tendencies and stay on track!

12 Days of Productivity: Day 2 – Keeping Emails Short and Sweet

this entry has 0 Comments/ in Email Management, Individual Productivity / by Innovatively Organized
November 7, 2012
Continuing with day two of our 12 Days of Productivity, here are ways to improve your email management.
Book Recommendation: Never Check Email in the Morning
In a world where email productivity is unattainable for most professionals, this book provides some relief.  It’s full of tips on being proactive with your email responses, as well as how to avoid the reactive slump that many of us fall victim to. Recommended by Elizabeth Bowman.
Product Recommendation: Portable Monitor
Enjoy the benefits on two screens when you’re on the go.  This portable monitor connects to your laptop, allowing you to save time by spreading multiple programs and documents out across two screens.
Quick Tip: Keep emails specific and short
Whether you are in the office or on-the-go, it’s helpful for you and your co-workers to keep emails easy to consume quickly.  You might also want to implement some email policies for your small business, in particular using “EOM” in the subject lines.

Infographic: 4 Executives and Their Email Inboxes

this entry has 0 Comments/ in Email Management, Innovatively Organized News / by Innovatively Organized
October 30, 2012
Ever wonder how you stack up compared to other peoples’ email inboxes inboxes? We polled four executives about their email management (in order to protect the innocent, we’re keeping them anonymous!).  Check out the surprising results and see the variety in their responses in our email management infographic.  

Do any of these executives sound like you?  Where do you fall on the spectrum of Good…Bad…and Ugly?

Use Quick Steps To Process Emails Faster

this entry has 0 Comments/ in Email Management, Innovatively Organized News / by Innovatively Organized
October 26, 2012
Want a faster way to process your emails?  Microsoft Outlook’s Quick Steps applies multiple actions at the same time to email messages, allowing you to quickly manage your mailbox.  For example, if you frequently move messages to a specific folder, you can use a Quick Step to move the message in one click.  Or if you forward messages to your manager or assistant, a one-click Quick Step can simplify the task.Some of our favorite Quick Steps to set-up are:
  • Completed Tasks Quick Steps: removes all flags and moves emails to “Completed” folder
  • Delegated To Assistant: sends emails to your assistant to respond to and files email in “Delegated To Assistant Folder”
  • Client Email: adds a “Client” color category to your email
  • Send to Team: sends an email to your team or department

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.  

4 Tips To Help Your Assistant Respond To Your Emails

this entry has 0 Comments/ in Email Management, Process Improvement, Time Management / by Innovatively Organized
October 24, 2012
Executive assistant tips
Wishing your assistant could help manage your emails?  While you are out meeting with clients or developing projects, your assistant is a great resource for staying on top of your inbox.  Here are tips for helping your assistant help you:
  1. Share Your Calendar – Make sure your calendar is synced properly, so you are both looking at the same, most up-to-date schedule.  This allows your assistant to help you schedule appointments and meetings.
  2. Establish Best Practices – Make sure your assistant knows your preferences, like how much buffer time is needed between appointments, how to identify when an appointment is still tentative, etc.  
  3. Share Email Folders – Consider sharing email folders with your assistant, so you can quickly and easily delegate emails for them to respond to on your behalf.
  4. Schedule a Check-In Meeting – Create a quick check-in meeting each day so your assistant has an opportunity to ask you all of his or her questions.  By batching questions together, you both will eliminate unnecessary emails.

Contact us for custom help streamlining processes between an executive and assistant.  

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Quick Tips

For large, time-consuming tasks, break them down into smaller sub-tasks and spread them out over the day or week.
If you can respond to an email in 2 minutes or less, tackle it now.
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
To reduce digital clutter, unsubscribe to email newsletters you don’t read.
Create a mobile file system to transfer documents safely between your car and office.
Use cloud services as a convenient way to access all your information while you’re on-the-go, through your laptop or your phone.
For each task on your to-do list, add its estimated completion time. This gives you a realistic view of everything on your plate for the day.
When someone gives you a business card, make notes on the back to jog your memory later. Notes might include when you met, what you discussed, potential relationship, etc.
Just because your email comes to your phone, you don’t need to respond immediately. Schedule specific times to check email.
Use unexpected free time wisely – while waiting in line or sitting in traffic, have a list of things you can do then.

Testimonials

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
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
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
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
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
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 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
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
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