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PCI Webinars Ways to Manage Your Email that Save Time and Headaches Presenter: Andrew Sanderbeck Waynesville, North Carolina Today, From Athens, Georgia.

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Presentation on theme: "PCI Webinars Ways to Manage Your Email that Save Time and Headaches Presenter: Andrew Sanderbeck Waynesville, North Carolina Today, From Athens, Georgia."— Presentation transcript:

1 PCI Webinars Ways to Manage Your Email that Save Time and Headaches Presenter: Andrew Sanderbeck Waynesville, North Carolina Today, From Athens, Georgia

2 Foundation of Learning  Share your experiences. They provide valuable insight.  If you are doing something that gets the results you want, keep doing it.  Take the concepts you learn here and put it into your own style.

3 Goals and Objectives Decision Making Processes for Managing Emails Decision Making Processes for Managing Emails Reference and Action Information Systems Reference and Action Information Systems Scheduling Uninterrupted Time for Emails Scheduling Uninterrupted Time for Emails Processing and Prioritizing Emails Processing and Prioritizing Emails The Four “D’s” Model for Managing Emails The Four “D’s” Model for Managing Emails Organizing Log-Ins and Passwords Organizing Log-Ins and Passwords Tips for Getting the Most Out of Your Email Program Tips for Getting the Most Out of Your Email Program Finding Information Faster: Organize Your Computer Finding Information Faster: Organize Your Computer

4 Polling Question #1 I often feel overwhelmed by the amount of email I receive each day. AgreeDisagree

5 Polling Question #2 I spend at least one hour per day answering, organizing and managing my email. AgreeDisagree

6 Polling Question #3 Email is one of the greatest interrupters of productivity in my work day. AgreeDisagree

7 Decision Making Process for Emails Reference Information is information that is not required to complete an action Reference Information is information that is not required to complete an action Action information is information that you must have to complete an action Action information is information that you must have to complete an action

8 Grouping Reference Emails in Folders To group messages in folders: In the Outlook Navigation Pane, click Mail. In the Mail Folders section (called the All Mailbox section in Outlook 2003), right-click one of the folders and click New Folder. Type a name for the folder. Select where to place the folder. You can set it apart as its own folder, or list it among your other Inbox folders. Move the desired message into the new folder.

9 Action Information Emails Schedule uninterrupted time to process and organize e-mail Schedule uninterrupted time to process and organize e-mail Process one item at a time, starting at the top Process one item at a time, starting at the top Use the "Four D's for Decision Making" model Use the "Four D's for Decision Making" model

10 Four D’s Delete it Delete it Do it (2 Minutes or Less) Do it (2 Minutes or Less) Delegate it Delegate it Defer it Defer it

11 More Information on Delegation 9 Steps to Successful Delegation 9 Steps to Successful Delegation Levels of Delegation Levels of Delegation Give Directions that Employees Will Understand Give Directions that Employees Will Understand One Question “not” to Ask Employees One Question “not” to Ask Employees

12 Organizing Logins and Passwords 7 Methods to Use

13 Getting the Most Out of Your Email Program Creating New Folders

14 Search Folders Creating Search Folders in both Outlook 2003 and Outlook 2007 is easy. Creating Search Folders in both Outlook 2003 and Outlook 2007 is easy. In Mail, on the File menu, point to New, and then click Search Folder. In Mail, on the File menu, point to New, and then click Search Folder. Opt whether you want to use a predefined Search Folder or create your own. Opt whether you want to use a predefined Search Folder or create your own. Follow the instructions onscreen. Follow the instructions onscreen.

15 More Information to Consider Sorting Email Messages Sorting Email Messages Routing Email Using Mailbox Rules Routing Email Using Mailbox Rules Email Junk Filters Email Junk Filters Using Color (One of My Favorites!) Using Color (One of My Favorites!) Flag for Follow-Up Flag for Follow-Up

16 Questions? Chat or Voice

17 Thanks for Attending


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