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Good Practices for Project Emails and Letters

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Project communications have evolved with technology at breakneck pace.    But in the process, business communications have been degraded to social media type content.    As a result, managers and team members need to sift through endless Tweeter/Instant Message- like communications, which overwhelm inboxes and challenge recipients to read large numbers of Emails.    Businesses and projects do not need to know every feeling and thought generated by Email recipients nor should recipients simply delete Emails to keep the system from clogging and locking communications.  

Business communications always relied heavily on letters that were delivered by post office and messenger services and expedited with facsimile equipment.   The letters were written and often reviewed several times before being issued to the addressee and copied to appropriate parties.   Gradually, letters were replaced by Emails, which offered the advantage of instant communication with a format that replicated the format and content of standard communications including address, salutation, body, closing and generator name and contact information.

The overarching tenant of measuring the effectiveness of a communication is for the message generator to complete the phrase  -  The purpose is  “_______”, so the reader will “________.”    

With the use of instance messages, the business communications are now competing with numerous Emails and with non-business related dialogue that clogs Email inboxes.    Emails acknowledging “I got it”, “Will Do”, “Will take care of tomorrow”, “When do you need”, ”I can’t meet the date”, “Why did you send this”, “Where did you get the information”, “Let discuss tomorrow”,  “attachment ?” not only create an endless chain, but it multiples the number of Email notifications in each recipient’s internet inbox.    

Another Email multiplier comes from communications reviewed on cellular phones, which have small screens and limited access to attachments.  These messages can be detected  by suffix “Sent  by  I Phone”-  as if a disclaimer to a response by someone in the Email chain that is off-topic or not understandable.   Overall, these exchangers indicate a breakdown in the quality of communications by the generators and recipients.

With the advent of the Internet, non-administrative staff produce most business communications.   Emails and Emails via I Phones need to be treated as a significant product of communications and they should reflect the quality previously measured by the Gregg manuals or numerous other books used for course curriculum in senior high schools and colleges, which were used religiously by administrative personnel in the business world.    As a result, there is a need to reinforce the basic format and content of business communications. 

Good Practices for Emails/Letters:

  • Appropriate address and opening and closing salutation

  • Subject line matches the message content

  • Introduction paragraph includes subject line and action required

  • Specificaction expected from the recipient, dates for action completion or for response to sender

  • Description of attachments

  • Appropriate reference to prior communications and deliverables

  • Contact information for reaching the sender

  • Verify all listed recipients in address and copy fields necessary and correct

  • List distribution of copiesto other interested parties

Lastly, if a recipient is overly compelled to reply to an Email and get the last word – it might be better for everyone to simply pick-up the telephone to say  “I hope to reply by _____” , “You forgot the attachment”, “Send the Email to  ________”, “I can not handle it now, send to _______”. 

TIP:   In Email subject line or top right portion of Letter indicate “Reply Requested”

TIP:  In an Email chain, if you change previous content full disclose the change by crossing out original content and highlighting new text.

TIP:   If replying to an Email with a subject line that does not match the reply content, change the subject line to match the content.

Administrative staff rely on record and knowledge management systems to search large volumes documents for specific content to identify related correspondence and threads of correspondence, including Emails, on specific topics.    Additionally, some Email software limits the amount of send and received Emails that can be retained on computers without affecting performance.   Without proper monitoring of Email volume, the threshold limits can unexpectedly disable the ability to send or receive Emails until active Emails are deleted or archived.   As a result, Emails should be managed through a records management system.

TIP:    Create a personal file directory in Email software and utilize automated archiving Emails.

TIP:    Delete Emails that are superseded by a new reply to the Email string.

TIP:    Be aware of business policies on Emails communications and management of Email content.


Posted on: February 03, 2018 03:06 PM | Permalink

Comments (14)

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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Great insights Henry.

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Anish Abraham Privacy Program Manager| University of Washington Auburn, Wa, United States
Good article and thanks for sharing, Henry.

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Drew Craig Sr. Agile & Product Coach| Vanguard Philadelphia, Pa, United States
Guidelines and professionalism should certainly remain, though the medium has expanded.Thanks for the insights Henry.

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Sante Delle-Vergini, PhD Senior Project Manager| Infosys Melbourne, Victoria, Australia
Good insights on our second most important (in my view) communication method, other than conversation.

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Drake Settsu Project Manager / Blogger Hi, United States
Good practices Henry!

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Najam Mumtaz Retired Lahore, Punjab, Pakistan
Thank you Henry for sharing great tips for writing project e-mails. The cultural shift to informal writing with slangs has deteriorated the quality of correspondence which certainly effect the understanding of receiver.

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Faiva Wadawasina Dundee, Perthshire, United Kingdom
Very useful content. Thanks for sharing

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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Great article, Henry!

The key is for the sender to decide (before they open their favorite e-mail client) that e-mail is the right tool for the intended purpose.

Kiron

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Karan Shah Bangalore, Karnataka, India
A good article, Henry.

I would personally differ on a couple of aspects. Firstly: If you have the option to set up a project collaboration site (Yammer, Jam, Box, etc.), replace email communication with communication on the collaboration site. This makes all communication centralised and avoids issues of missed addressees.

Secondly: I personally believe in email messages being short while actionable. I practise keeping my email messages down to three lines of text only. Line 1: Context, Line 2: Requirement, Line 3: Action requested. Any reference information is either attached or appended below the signature. If the message takes longer than that, I bypass email completely and use alternative methods of communication (F2F, call, IM).

Lastly: I personally never use automatic rules to archive or move my email to different folders. I review each email message and manually archive/move it only after there is no action pending from me. This way - all email messages remaining in my inbox have an action from me. It makes prioritisation of work so much easier (especially when juggling multiple assignments).

Having said that, these above points are my personal viewpoints, only, of practises that make my job simpler. They may not be applicable universally. Your post is a good starting point for anyone who would want to formalise their written communication methodology.

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Yahya Aldini PM I| SecuTronic Jeddah, Saudi Arabia
Thank you for the tips and prctice guides, will surely implement them

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Sromon Das Senior Project Manager| Mara Consulting Halifax, Nova Scotia, Canada
Some great points, thanks.
one aspect i like to pay attention to is wrt communicating deadlines. i think deadlines/ timelines should be explicitly mentioned and not open-ended; writing something like "please look into this asap" is quite meaningless...

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Kevin Drake Perth, Western Australia, Australia
A lot of things to learn here.

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Keith Emery St. Louis, Mo, United States
I am curious how others deal with integrating information from email or other communications into the project record. We have started using Confluence recently for collecting and organizing project information but a tool isn't the same as a strategy.

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Wendy Chretien Sr. Technology Consultant| Metropolitan Council Woodbury, Mn, United States
Strongly concur with the idea of key words such as "Reply requested" in the subject line. I always try to use something like this as the first idea in the subject line. For example "ACTION" when you expect the recipient to do something related to your message - and include the due date, too. Or "FYI" when you are just informing the recipient about something. This way they know right away how to handle this message.

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