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E-mail management




           MIGUEL CABRAL
Presidents’ Pre GA MM13 – Baltimore, USA
Expectations?
Resources
   -Michael Hyatt’s This is your life podcast - Episode 5: “How to
   Take Control of Your E-mail Inbox“
   - Michael Hyatt’s This is your life podcast - Episode 34: “Make
   Your E-mail Messages More Effective and Professional“
   - Yassen Tcholakov (IFMSA-Quebec)’s Training on Efficient use
   of Gmail and email etiquette




”One good thief is worth ten good scholars”
                                              Professor Randy Pausch
The Problem
      “In 2010 (the last year we have stats on) there were 107 trillion e-
      mail messages sent. That’s 294 billion a day, and the ugly part of
      this is that 89 percent of those were spam.”




   Source: http://michaelhyatt.com/005-how-to-take-control-of-your-e-mail-inbox-
podcast.html
Michael Hyatt 4 Behaviours
      1 – Empty your in-box everyday.
      2 – Don’t get bogged down; keep moving
      3 – Use keyboard shortcuts and avoid the mouse
      4 – Let e-mail rules filter the low priority stuff




   Source: http://michaelhyatt.com/005-how-to-take-control-of-your-e-mail-inbox-
podcast.html
Empty your Inbox everyday
Empty your Inbox everyday
- Processing is not replying
Empty your Inbox everyday
     - Labels / Folders / archiving




    How to create labels in Gmail:
http://support.google.com/mail/bin/answer.py?hl=pt&answer=118708&from=6560&r
E-mail bankrupcy
  - When:
      - > 500 unread
      - Complaints about lack of responsiveness
      - More than once: “I sent you an email about that. Didn’t you
        get it?”
      - You feel anxious whenever you think about email.




Source: http://michaelhyatt.com/is-it-time-to-declare-email-bankruptcy.html
E-mail bankrupcy
  - How?:
      1. Admit the truth
      2. Open your e-mail program
      3. Sort your messages by name
      4. Create a new “Processed Mail” folder  Create a “mail
         bankrupcy” folder
      5. Move all your messages into this folder
      6. Don’t worry about your unread messages
      7. Commit to the “inbox zero” strategy



Adapted: http://michaelhyatt.com/is-it-time-to-declare-email-bankruptcy.html
David Allen’s 2 minute rule




Source: David Allen’s book: “Getting Things Done”
David Allen’s 2 minute rule




Source: David Allen’s book: “Getting Things Done”
Avanced GTD workflow
  - Another workflow diagram based on David Allen’s by Scott
  Moehring:


  - Collect  Process  Organize  Review  Do




Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
Avanced GTD workflow
  - Another workflow diagram based on David Allen’s by Scott
  Moehring:


  - Collect  Process  Organize  Review  Do




Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
Avanced GTD workflow




Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
Mail Features and Tricks
     - Centralizing Accounts:
         -   Pop3/IMAP 4




    How to do it in Gmail:
http://support.google.com/mail/bin/answer.py?hl=en&answer=56283
Mail Features and Tricks
  - Pseudo-centralizing Accounts: Netvibes.com




Source: www.netvibes.com
Mail Features and Tricks
- Offline e-mail clients:
    - Mozila Thunderbird
    - Microsoft Outlook
    - Mac Mail
    - Gmail offline
Mail Features and Tricks
      - Filters (Gmail):




                                             - Labels/ Folder / archiving
                                             went automatic




    How to set up a filter in Gmail:
http://support.google.com/mail/bin/answer.py?hl=pt&answer=6579
Mail Features and Tricks
     - Signatures




         - Why not as an instruction message?


    How to set up signatures in Gmail:
http://support.google.com/mail/bin/answer.py?hl=en&answer=8395
Mail Features and Tricks
      - Signatures (firefox add-ons)




    Source: https://addons.mozilla.org/pt-PT/firefox/addon/blank-canvas-gmail-
signatures/?src=search
Mail Features and Tricks
      - Signatures (firefox add-ons)




        WiseStamp




    Source: https://addons.mozilla.org/pt-PT/firefox/addon/wisestamp-email-
signature-gmai/?src=search or http://www.wisestamp.com/tour
Mail Features and Tricks
     - Automatic Vacation/out of office response  Automatic Response




    How to set it up in Gmail:
http://support.google.com/mail/bin/answer.py?hl=en&answer=25922
Mail Features and Tricks
     - Labs (Gmail)




    More info on Gmail labs:
http://support.google.com/mail/bin/answer.py?hl=en&answer=29418
Mail Features and Tricks
  - Labs (Gmail) – Some options:
       - Undo send
       - Auto-advance
       - Canned Responses
       - Default 'Reply to All'
       - Google Docs previews in mail
       - Send and archive
       - Multiple inboxes
       - Right side chat
       - Many many others...

Tip: search youtube in order to find video tutorials on how to best use Gmail labs
Mail Features and Tricks
  - Boomerang - Email Scheduling Plug-In




Source: http://www.boomeranggmail.com/
Some other tricks
  - KeyCue for Mac - http://www.ergonis.com/products/keycue/
  - Nozbe - http://www.nozbe.com/
  - Mailbox - http://www.mailboxapp.com/




Source: font
Is there more?
email etiquette




Chris Anderson – Ted curator
Email Charter
  1)   Respect Recipients' Time
  2)   Short or Slow is not Rude
  3)   Celebrate Clarity (subject categories)
  4)   Quash Open-Ended Questions
  5)   Slash Surplus cc's
  6)   Tighten the Thread (cut what's not relevant. Phone call?)
  7)   Attack Attachments
  8)   Give these Gifts: EOM NNTR
  9)   Cut Contentless Responses
  10) Disconnect!

Source: http://emailcharter.org/
Michael Hyatt’s suggestions
      1) Understand the difference between the “To” and the “CC”
         fields.
      2) Keep messages brief and to the point
      3) Don’t discuss multiple subjects in a single message
      4) Reply in a timely manner
      5) Be mindful of your tone
      6) Don’t use e-mail to criticize others
      7) Don’t reply in anger
      8) Don’t overuse “reply to all.
      9) Don’t forward chain letters
      10) Don’t “copy up” as a means of coercion.


   Source: http://michaelhyatt.com/034-make-your-e-mail-messages-more-effective-
and-professional-podcast.html
Michael Hyatt’s suggestions
      11) Don’t overuse the “high priority” flag
      12) Don’t write in ALL CAPS
      13) Don’t send or forward emails containing libelous, defamatory,
          offensive, racist, or obscene remarks
      14) Remember that company e-mail isn’t private
      15) Use a signature with your contact information
      16) Provide “if-then” options
      17) Use your spell-checker
      18) Re-read your e-mail before you send it.



   Source: http://michaelhyatt.com/034-make-your-e-mail-messages-more-effective-
and-professional-podcast.html
Questions?
Hope it was useful!
miguelcabralpinho@gmail.com

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twitter.com/miguel__cabral

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Email management

  • 1. E-mail management MIGUEL CABRAL Presidents’ Pre GA MM13 – Baltimore, USA
  • 3. Resources -Michael Hyatt’s This is your life podcast - Episode 5: “How to Take Control of Your E-mail Inbox“ - Michael Hyatt’s This is your life podcast - Episode 34: “Make Your E-mail Messages More Effective and Professional“ - Yassen Tcholakov (IFMSA-Quebec)’s Training on Efficient use of Gmail and email etiquette ”One good thief is worth ten good scholars” Professor Randy Pausch
  • 4. The Problem “In 2010 (the last year we have stats on) there were 107 trillion e- mail messages sent. That’s 294 billion a day, and the ugly part of this is that 89 percent of those were spam.” Source: http://michaelhyatt.com/005-how-to-take-control-of-your-e-mail-inbox- podcast.html
  • 5. Michael Hyatt 4 Behaviours 1 – Empty your in-box everyday. 2 – Don’t get bogged down; keep moving 3 – Use keyboard shortcuts and avoid the mouse 4 – Let e-mail rules filter the low priority stuff Source: http://michaelhyatt.com/005-how-to-take-control-of-your-e-mail-inbox- podcast.html
  • 6. Empty your Inbox everyday
  • 7. Empty your Inbox everyday - Processing is not replying
  • 8. Empty your Inbox everyday - Labels / Folders / archiving How to create labels in Gmail: http://support.google.com/mail/bin/answer.py?hl=pt&answer=118708&from=6560&r
  • 9. E-mail bankrupcy - When: - > 500 unread - Complaints about lack of responsiveness - More than once: “I sent you an email about that. Didn’t you get it?” - You feel anxious whenever you think about email. Source: http://michaelhyatt.com/is-it-time-to-declare-email-bankruptcy.html
  • 10. E-mail bankrupcy - How?: 1. Admit the truth 2. Open your e-mail program 3. Sort your messages by name 4. Create a new “Processed Mail” folder  Create a “mail bankrupcy” folder 5. Move all your messages into this folder 6. Don’t worry about your unread messages 7. Commit to the “inbox zero” strategy Adapted: http://michaelhyatt.com/is-it-time-to-declare-email-bankruptcy.html
  • 11. David Allen’s 2 minute rule Source: David Allen’s book: “Getting Things Done”
  • 12. David Allen’s 2 minute rule Source: David Allen’s book: “Getting Things Done”
  • 13. Avanced GTD workflow - Another workflow diagram based on David Allen’s by Scott Moehring: - Collect  Process  Organize  Review  Do Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
  • 14. Avanced GTD workflow - Another workflow diagram based on David Allen’s by Scott Moehring: - Collect  Process  Organize  Review  Do Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
  • 15. Avanced GTD workflow Source: http://tomgraf.wikispaces.com/file/view/Workflow+Advanced.pdf
  • 16. Mail Features and Tricks - Centralizing Accounts: - Pop3/IMAP 4 How to do it in Gmail: http://support.google.com/mail/bin/answer.py?hl=en&answer=56283
  • 17. Mail Features and Tricks - Pseudo-centralizing Accounts: Netvibes.com Source: www.netvibes.com
  • 18. Mail Features and Tricks - Offline e-mail clients: - Mozila Thunderbird - Microsoft Outlook - Mac Mail - Gmail offline
  • 19. Mail Features and Tricks - Filters (Gmail): - Labels/ Folder / archiving went automatic How to set up a filter in Gmail: http://support.google.com/mail/bin/answer.py?hl=pt&answer=6579
  • 20. Mail Features and Tricks - Signatures - Why not as an instruction message? How to set up signatures in Gmail: http://support.google.com/mail/bin/answer.py?hl=en&answer=8395
  • 21. Mail Features and Tricks - Signatures (firefox add-ons) Source: https://addons.mozilla.org/pt-PT/firefox/addon/blank-canvas-gmail- signatures/?src=search
  • 22. Mail Features and Tricks - Signatures (firefox add-ons) WiseStamp Source: https://addons.mozilla.org/pt-PT/firefox/addon/wisestamp-email- signature-gmai/?src=search or http://www.wisestamp.com/tour
  • 23. Mail Features and Tricks - Automatic Vacation/out of office response  Automatic Response How to set it up in Gmail: http://support.google.com/mail/bin/answer.py?hl=en&answer=25922
  • 24. Mail Features and Tricks - Labs (Gmail) More info on Gmail labs: http://support.google.com/mail/bin/answer.py?hl=en&answer=29418
  • 25. Mail Features and Tricks - Labs (Gmail) – Some options: - Undo send - Auto-advance - Canned Responses - Default 'Reply to All' - Google Docs previews in mail - Send and archive - Multiple inboxes - Right side chat - Many many others... Tip: search youtube in order to find video tutorials on how to best use Gmail labs
  • 26. Mail Features and Tricks - Boomerang - Email Scheduling Plug-In Source: http://www.boomeranggmail.com/
  • 27. Some other tricks - KeyCue for Mac - http://www.ergonis.com/products/keycue/ - Nozbe - http://www.nozbe.com/ - Mailbox - http://www.mailboxapp.com/ Source: font
  • 30. Email Charter 1) Respect Recipients' Time 2) Short or Slow is not Rude 3) Celebrate Clarity (subject categories) 4) Quash Open-Ended Questions 5) Slash Surplus cc's 6) Tighten the Thread (cut what's not relevant. Phone call?) 7) Attack Attachments 8) Give these Gifts: EOM NNTR 9) Cut Contentless Responses 10) Disconnect! Source: http://emailcharter.org/
  • 31. Michael Hyatt’s suggestions 1) Understand the difference between the “To” and the “CC” fields. 2) Keep messages brief and to the point 3) Don’t discuss multiple subjects in a single message 4) Reply in a timely manner 5) Be mindful of your tone 6) Don’t use e-mail to criticize others 7) Don’t reply in anger 8) Don’t overuse “reply to all. 9) Don’t forward chain letters 10) Don’t “copy up” as a means of coercion. Source: http://michaelhyatt.com/034-make-your-e-mail-messages-more-effective- and-professional-podcast.html
  • 32. Michael Hyatt’s suggestions 11) Don’t overuse the “high priority” flag 12) Don’t write in ALL CAPS 13) Don’t send or forward emails containing libelous, defamatory, offensive, racist, or obscene remarks 14) Remember that company e-mail isn’t private 15) Use a signature with your contact information 16) Provide “if-then” options 17) Use your spell-checker 18) Re-read your e-mail before you send it. Source: http://michaelhyatt.com/034-make-your-e-mail-messages-more-effective- and-professional-podcast.html
  • 34. Hope it was useful!