7 ways to maximize e-mail efficiency
July 28, 2008 by Carol KatarskyPosted in: Best practices, Communication, In this week's e-newsletter, Latest news & views
It’s not a perfect tool, but savvy use of e-mail in a few key areas can save you hours each week. The key is knowing when dashing off a quick message can save you time — and when it can actually pull you away from other work. Here are 7 dos and don’ts for maximum e-mail efficiency:
Do use e-mail:
- when you only need a one- or two-line response from folks. (Recurring invoice approvals, expense reports, etc.)
- if a set deadline is approaching and you haven’t heard from the departments that need to send you information. (Payroll and benefits forms, info for the monthly close, etc.)
- to periodically refresh/remind people about existing policies. (New hires may not know, longtime employees often simply forget.)
- to speed the movement of time-sensitive documents (receive invoices, send approvals, etc.)
- if you need to document something in writing.
Don’t use e-mail:
- if you need a longer explanation on a question. (If the answer is likely to be longer than a paragraph, or have a lot of details and exceptions, have the first discussion orally. You can always send a follow-up e-mail to confirm.)
- when the message could meet with a negative reaction from the person you’re dealing with. (It’s tempting to use e-mail to tell someone their wages are going to be garnished or that you’re withholding a vendor payment until a problem is resolved. But you’ll likely end up fielding an angry phone call anyway, or getting into a lengthy exchange. Better to get it out of the way orally.)
How have you incorporated e-mail into your procedures? Tell us in the comments where it’s saving you time — and where it isn’t.
Tags: Communication, efficiency, Resource, Technology

July 31st, 2008 at 11:59 am
I very strongly disagree withe these philosophies on use of email. I use and will continue to use email for nearly everything.
Oral communications almost always take much longer because people have a tendancy to veer off in off-topic discussion. Email allows you to get your part in something done immediately and off your desk — it allows the recipient to respond when they have time.
Email provides a definitive timeline of when requests were made and received — or not.
Oral communications require more time because, in addition to the time spent talking, you must subsequently document the meeting.
Email can be sent 24/7; which for people who are workaholics out of necessity, is very important and less time consuming then waiting to talk to someone verbally.
Oral communications should be reserved strictly for issues that may prove sensitive to the recipient.
That’s my view.