Bob on the Keys to Email Management

Published on 23 June 2024

The key to email management is having an empty inbox.

I work with people who have hundreds and even thousands and thousands of emails in their inbox. And it’s just not a good system. If you have that many emails in your inbox, it’s just not practical. First of all, you can’t possibly read and decide what you’re going to do with all those emails.

So they just pile up, they just keep adding up in your inbox. And there’s great risk here because there’s the chance that something that you really need to do gets buried in that list and you forget about it. The key is having an empty inbox. Now, a lot of people think that they just don’t have the time to empty their inbox.

To go back and do all of that. And certainly there are some different ways of doing things, and you might not believe that you have the ability to change your habits and change the patterns of behavior. But if you don’t do this, if you don’t learn how to manage your email inbox more effectively, it’s going to continue to be a problem.

And as far as learning new habits, I would say that you already do have many habits and routines in your life, things that you do automatically that you don’t think about. When you get up in the morning, there are certain routines that you follow.

You may follow them in a very specific order, or you may do them in different order, but I’m guessing that you brush your teeth and you you get dressed and maybe if you have children, you help prepare them for school, you make their lunch. There are just certain things that you do on a regular basis that after a while you don’t even think about doing them anymore.

In fact, you’re, you do them and you’re thinking about other things at the same time. Developing routines for managing your email is the same thing. At first, it may seem awkward, it may seem like you have to think about each step that you’re doing, but if you keep working at this and you set up systems in your life that remind you to do these things on a regular basis, after a while, you stop thinking about them.

And just like the routines that you follow every morning, you follow your email routines as well. So the policy is to have an empty inbox. And in order to do this, there are certain modes that you have to pursue.

The first mode is your cleaning mode. First of all, you got to get that inbox clean. And it may involve purging some of your very old emails first. But as you get into looking at more recent emails, then you need to create some folders where you’re going to put all of these things. Now we’re going to talk about a cleaning mode and we’re going to talk about a planning mode. And when you’re in cleaning mode, the goal here is not to think too much about what you’re doing with these emails. It’s just to move them.

And so you have to have folders where you move them to. And you might have a folder like needs attention for things that you want to look at later. And decide what you’re going to do with. You might have a folder for project management. If you’re going to send something to somebody else to have them do it, you’re going to delegate something to somebody, then you may want a folder that is waiting for response.

When you send something to somebody and then you move your email in your waiting for a response folder. So again, you don’t have to think about that anymore. So you might want to create these folders and then as you look at the emails in your inbox, you can make some decisions about each one without thinking too much about this because your goal is not to do anything right now.

People make the mistake of going through their inbox and doing things. As they’re looking at their emails. And that’s a mistake because the minute you start doing something you’re no longer cleaning and you’re just reinforcing the existing habit and existing problem that you have.

So let’s break this pattern. While you’re in cleaning mode, let’s break this habit of doing while you’re cleaning. We’ll look at each email and decide what you’re going to do with it. You may just want to delete it, in which case you delete it. Otherwise you move it to needs attention or you send it to somebody and you put it in waiting for response or you put it into a project file to keep it together with other things in that project.

But right now you’re just cleaning and you got to get everything out of that inbox. Now, once that inbox is empty, then what you need to do is schedule some time to look at the needs attention folder. And now we’re in the planning stage, and you’re going to look at each email in your needs attention folder and decide, okay, what are we going to do with this email? Is this something that I can delete perhaps? Maybe I don’t need to do it after all. Or is this something that I need to do right away? In which case I would recommend that you just do it or maybe it’s something that you can do but defer. Now, most of the stuff I imagine that’s going to be in your needs attention folder is going to be things that you can defer. There are very few things that are emergencies that you have to do right now. So most of the stuff is going to be deferred. But if you’re going to defer something, you really need to have confidence that in your deferral system. You need to have confidence that you’ll be able to find these things later.

So I recommend that if you need to do something rather than just hoping to do it later, you actually put it in your calendar. So this would be a good time while you’re in planning mode to be calendaring the things that you need to do. That is going to increase the likelihood that you’ll actually do them.

Because people respect their calendars. And that’s one of your automatic routines. You look at your calendar all day long. So you’ll see in your calendar it’s time to do something. And at that time, you’ll make another decision. You’ll either do it right then, or you’ll postpone it yet again. But if you postpone something, you’ve got to put it again at a later date in your calendar.

Don’t fall into the trap of just not doing something and not rescheduling it because then it’ll get forgotten. As long as something is in your calendar, ultimately you will do it. Now there are certain things that you’ll be deferring that you keep deferring. And that’s because they may be something that you simply don’t want to do. There are lots of things that are distasteful things that you may not want to do. A good example is having to call AT&T. The thought, just the thought of having to call AT&T It’s so distasteful because you know that it’s going to take a long time and it’s going to be hard to get to the right person and they’re going to thank you and tell you how they’re looking forward to helping you and then they’re not going to help you.

So there, there are a lot of tasks like that that you just defer because they’re so distasteful. And at some point in time, though, if they’re important enough, you have to do them. So part of this deferral process is planning to do things at a specific time that you really believe that you’re going to do them and then having a habit of actually doing those things at that time and getting them off your task list.

But back to this concept of having a deferral system. So it’s really important that you have faith in your ability to do the things, and find the things that you’ve deferred. And our recommendation is, if something is important, the question is not that you have to do it, the question is, when are you going to do it? So you need to put things in your calendar. And then some of the things you may not want to do yourself at all. Those are things that you are going to delegate to other people. And I have some thoughts about delegation. And I want to share those thoughts with you.

But first I just want to make sure that we’ve covered this area of email management. You’re going to get rid of, clean out your inbox, and move everything, that you need to keep track of. You’re going to delete the things you don’t need, and move everything else into another folder, such as needs, attention or waiting for response. And then when you move into planning mode, you’re going to make sure that you put it in your calendar, that you defer everything, by putting it into your calendar.

And I think that what you’ll find is that this is going to dramatically reduce the amount of stress that you have, and it’s going to help you be much more productive. It will eliminate the likelihood of forgetting things. And then when you come in the morning, you’re going to open your inbox, and it’ll only have a few things.

And it’s going to be a great feeling. And you’ll know that you’re on top of everything. And it’s going to be a dramatic improvement in your life.

 

 

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