email – love it, hate it, limit it! email management for knowledge workers charlotte piedmont...

17
Email – Love it, Hate it, Email – Love it, Hate it, Limit It! Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Upload: horace-ramsey

Post on 12-Jan-2016

216 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Email – Love it, Hate it, Limit It!Email – Love it, Hate it, Limit It!Email – Love it, Hate it, Limit It!Email – Love it, Hate it, Limit It!

Email Management for Knowledge Workers

Charlotte Piedmont Chapter, ARMA InternationalApril 22, 2010Barbara Ivey

Page 2: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Founded in 2009, Optimized Offices, LLC offers a range of Productivity Founded in 2009, Optimized Offices, LLC offers a range of Productivity ServicesServices– Executive Productivity Optimization

• Paper, Email and Electronic Organization– 3600 Executive Productivity Assessments– Electronic Organizing– Workflow and Process Flow Mapping– Business Requirements / Business Analysis– Paperless Office Solutions

• At Optimized Offices, we don’t organize At Optimized Offices, we don’t organize clutter. We equip you for success.clutter. We equip you for success.

Optimized Offices, LLC

2© 2010  Barbara Ivey All rights reserved.

Page 3: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

• The case for limiting emailThe case for limiting email– Time– Cost

• 5 Ways to Limit Email5 Ways to Limit Email– Time Management– Email Processing– Outlook Features– Subject Line– Program Email

• Accountability – One thing you will do differentlyAccountability – One thing you will do differently

Email Management for Knowledge Workers - Today’s Agenda

3© 2010  Barbara Ivey All rights reserved.

Page 4: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Out of Scope for TodayOut of Scope for TodayOut of Scope for TodayOut of Scope for Today

4© 2010  Barbara Ivey All rights reserved.

Page 5: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Email Management for Knowledge Workers

Why limit email?

5© 2010  Barbara Ivey All rights reserved.

Page 6: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

“Time is the scarcest resource”- Peter Drucker

• Knowledge workers Knowledge workers spend an average of spend an average of 13 hours per week 13 hours per week on emailon email

Hidden Costs of Information Work: A Progress Report (IDC #217936), May 2009

© 2010  Barbara Ivey All rights reserved. 6

Page 7: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Cost vs. ROI of Email

Annual Salary Annual cost of 13 Hours of Email / Week

$ 50,000 $14,000

$ 75,000 $21,000

$100,000 $28,000

Source: Hidden Costs of Information Work: A Progress Report (IDC #217936), May 2009

7© 2010  Barbara Ivey All rights reserved.

Page 8: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Limiting Email – Lesson 1Time Management

© 2010  Barbara Ivey All rights reserved. 8

Page 9: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Limiting Email – Lesson 2Email Processing

© 2010  Barbara Ivey All rights reserved. 9

Page 10: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Email ProcessingStandard Operating Procedure

11. Trash ~ 50% of email

2. Delegate It

3. Now (2 min. or less) ~30% of email

4. Later

~20% of email

5. Reference

10© 2010  Barbara Ivey All rights reserved.

Page 11: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Limited Email Lesson #3Limited Email Lesson #3Outlook FeaturesOutlook Features

Limited Email Lesson #3Limited Email Lesson #3Outlook FeaturesOutlook Features

11© 2010  Barbara Ivey All rights reserved.

Page 12: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

From:To:CC:Subject: Following Up

Vague Subject LineVague Subject LineVague Subject LineVague Subject Line

12© 2010  Barbara Ivey All rights reserved.

Page 13: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

From:To:CC:Subject: Following Up

For example…

Subject: How do I join local ARMA Chapter?

Subject: Add me to your email list <eom>

Subject: Project 12345 – Status report due 5/1

Limit Email Lesson #4 Limit Email Lesson #4 Get-to-the-point Subject LineGet-to-the-point Subject Line

Limit Email Lesson #4 Limit Email Lesson #4 Get-to-the-point Subject LineGet-to-the-point Subject Line

13© 2010  Barbara Ivey All rights reserved.

Page 14: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Create discreet email account for the program– [email protected]

• Out of Office Assistant with an Auto Reply pointing to resources on the website– Thank you for your email. XYZ Corp has a many resources

available to assist you with your Records Management questions. • For questions on X, see http://x• For questions on Y, see http://y• FAQs are answered at http://RMFAQs

– Unanswered questions should be directed to [email protected] • “Canned” email Responses to FAQs

– Incorporate onto FAQ page

Limit Email Lesson #5Managing Program Email

14© 2010  Barbara Ivey All rights reserved.

Page 15: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Benefits

© 2010  Barbara Ivey All rights reserved. 15

• Proactive approach is empoweringProactive approach is empowering• Keep time for what matters mostKeep time for what matters most– Focus on your goals!

Page 16: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

Accountability

• Introduce yourself to your neighbor – Introduce yourself to your neighbor – Give them a business cardGive them a business card

• Share 1 thing you will do differently Share 1 thing you will do differently with your email managementwith your email management

• Commit to follow up (2 weeks Commit to follow up (2 weeks recommended)recommended)

• Put it on your calendar! Do it!Put it on your calendar! Do it!

© 2010  Barbara Ivey All rights reserved. 16

Page 17: Email – Love it, Hate it, Limit It! Email Management for Knowledge Workers Charlotte Piedmont Chapter, ARMA International April 22, 2010 Barbara Ivey

For additional information and resources please visit

www.optimizedoffices.com

17© 2010  Barbara Ivey All rights reserved.