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Email Management Best Practices

INSTRUCTIONS

Email can consume hours of your day if you let it. Use this worksheet to manage your inbox
efficiently. Consider which of the following you might adopt:

1. Check email only at assigned times. Does the nature of your work allow you to turn off alerts when a
new email arrives? If so, what times of day will you check your email? Who do you need to inform of this
change to your routine?

Tip: If you are used to checking email constantly, try adjusting your settings so your device checks for
incoming email only once each hour. Or turn off notifications for a limited time when you need to focus
on a task.

2. Consolidate time for responding to email. Set aside specific time slots during the day for responding
to new messages. What are the most efficient times of day for you to consolidate work on email? How
can you incorporate this practice into your daily schedule?

3. "Triage" your messages. Create folders to manage your email (e.g., “Today,” “By Friday,” or “Project
X”). What folders might be useful to create?

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© 2020 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School
4. Determine what conversations you want to have—and don’t want to have—by email. What types
of issues require a discussion and thus would be better handled by phone or in person? Who do you
need to inform about this decision?

5. Ask people to create detailed subject lines for their messages. This will help you decide whether to
delete a message, act on it immediately, or deal with it later. Who do you need to inform?

6. Request that personal correspondents use your home email address. If you receive personal email
at work, create a short paragraph that you can copy and paste into a reply to request that people use
your home email address. What do you want to say?

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© 2020 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School

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