My working day is often dominated by email: reading email, writing email, and searching for really important bits of information in email messages that I know that someone has sent to me.
I have a number of different roles. I’m a staff tutor (the main substantive role I hold), a tutor (I do a bit of tutoring on the side, just so I know how to do my main job better), and a student. All messages that relates to each of these roles comes through to the same inbox.
This post is about how I (broadly) manage my email load. I begin by summarising the broad approaches that I apply. This is followed by a summary of how I deal with the email that relates to three of the roles that I have.
Policies
Here are the main email ‘policies’ that I try to apply.
Policy 1: Touch once
Put another way, if you’re constantly opening, reading, and closing an email, only to open, read it, and close it again, you’re not doing it right.
Whenever I open an email, I give myself three main choices: 1) action, 2) file, or 3) delete.
- Action means immediately responding to whatever the email is about. The argument for this is pretty simple: why open something to then close it, to then re-open it later? If you’re in a position to solve whatever problem an email relates to, just go ahead and do it.
- If that email is just giving information, you might want to read it, and then file it away in a sensible sounding folder, that you can find a bit later on.
- If that email is giving information that isn’t going to make a substantial impact on your life (or on the lives of those that you support, or work with), delete it. If it is something that really has no relevance, I even go as far as “shift-deleting” it, which means that it isn’t even moved to a deleted folder. If anyone sense me an update about a building in which I have never heard of, that email is subjected to the “shift-delete” treatment.
There is, of course a bit of nuance in all this. If I’m sent an email that relates to a task that I need to complete, I add that task onto a TODO list (it is actioned; I’ve made a note of it, so I can find a time to properly schedule in that work task), and then it is filed.
Policy 2: Minimum inbox
My ideal is to have no email messages in my inbox. This ideal is, however, unrealistic given how much traffic comes my way. Instead, this ideal drives the one touch policy.
Policy 3: Minimise subscriptions
If you find yourself pressing the delete button too regularly than you feel that you ought to be doing, it might be useful to ask the question: “do I really need this?” If this answer is “no”, and your name has found its way onto an email list, you might want to think about unsubscribing.
Policy 4: Route emails to folders
As well as being a staff tutor, I tutor on two academic modules. One module I tutor has the code TM354, another has the code TM470. I tell my students on these modules to always include the module code in the subject of the emails that they send me, so I can prioritise their messages. I have setup a rule that sends all TM470 emails to a TM470 folder.
There are some emails that I receive regularly. These might be relating to discussion forums that I’m subscribed to, or email lists. I subscribe to an external examiner recruitment mailing list. I get a lot of those, and a lot of them are not really relevant to me. To deal with these, I filter them to a dedicated folder, and review them when I have the time.
Policy 5: Don’t send anything if you’re emotional
It’s never a good idea to send an email when you’re angry. By all means draft an email note, but don’t send it. Review what you have written after having a cup of tea and a sit down.
Policy 6: Decide whether email is the best way to communicate
Even if you write a message whilst in a calm and measured frame of mind, you never know how your message may be received. Do ask the question: is email the best way to share a message?
If you need to communicate something that may have a significant emotional impact, consider using a three stage approach: send an email to schedule a date and time for a telephone call, and then have a telephone call, and follow up with an email summary of your understanding of the call. Checking for shared understandings can be really helpful.
Policy 6: Keep it short
We’re all busy, and we’re often tired. No one likes to be presented with walls of text about procedure or policy. If you need to share detailed information, use an attachment, or provide a link to a know shared area. Your time is important. Keep your emails short.
Policy 7: Choose not to stress
When my inbox gets a bit out of hand, I actively tell myself: “it’s okay; if something is really urgent and needs to be dealt with, someone will give me a ring”. This is, of course, invariably what happens. The challenge with email is that all messages when they land in your inbox look the same (except for those flagged ‘urgent’, but those don’t get used too regularly). Whilst my inbox hardly ever gets to zero, I actively choose not worry about how many emails I have (but this is easier said than done, of course).
Reflections
This is very much my own approach and philosophy. What works for some people doesn’t always work for others. I hope this is useful!