Effective Email Etiquette

On Thursday January 25, I will return as a virtual presenter to the Wild Wisconsin Winter Web Conference. In 2020 I spoke on the topic of Developing Motivated Cultures (recording available through this link). This year I will share tips and tricks on Effective Email Etiquette. As a resource, the script for my talk is now posted on the Efficient Librarian website.

Here is the start of the presentation.

Effective Email Etiquette – How to Ensure Your Messages Are Understood

All of us send email every day. However, have you ever considered what makes for an effective email that will be read and understood by the recipient? As a primary means of communication with colleagues and the public, it is important to consider the most effective ways to compose email to ensure it is read fully and understood clearly.

Photo by Miguel u00c1. Padriu00f1u00e1n on Pexels.com

Don’t Send that Email … Unless You Have To!

One of the biggest challenges in effective communication is deciding the medium for the message. For many people, email is a common way to share information. In fact, it is often preferred, as implied by the saying, “this was another meeting that should have been an email.”  Yet it does have limits. Here are times when email is appropriate:

  1. Routine communication: Emails are suitable for routine updates, sharing information, and conveying non-urgent messages. If your message is not time-sensitive and allows for a delayed response, email is a suitable choice.
  2. Documentation: When you need a written record of communication, such as project updates, agreements, or decisions.
  3. Scheduling and coordination: For arranging meetings, confirming appointments, and coordinating schedules.
  4. Formal communication: In professional settings, emails are often appropriate for formal communication, such as job applications, official announcements, and business proposals.

Read the full article to learn more about how to be more effective with CC and BCC, writing impactful subject lines, the perils of public records, and more!

Marie Kondo’s Top Five Productivity Tips

It is easy to find top 10 lists online with suggestions about productivity. Most of them offer similar advice, such as to tune out distractions or focus on one thing at a time. Marie Kondo, founder of the Konmari Method, recently shared her top five productivity tips. However, they featured items not normally found on the common lists.

For instance, her first tip focuses on the power of morning rituals.

I usually wake up around 6am with my children. When I get up, I open all the windows to let fresh air in and then burn incense. I strive to keep my home comfortable and filled with clear energy throughout the day, so starting my morning with these rituals keeps me on track.

Another tip that I found useful was about the importance of coordinating with your partner.

Sharing and discussing to-do lists is a productive habit for partners. When we got married, my husband and I wrote out every household chore in a shared spreadsheet. When I finished a task, I would put a check next to it – and when my husband noticed it, he would send a simple thank you note (and vice versa). This process helped us realize the number of tasks necessary to live comfortably together, and what kinds of tasks are best suited for each person. 

Read the other three tips on the Konmari website.

Six Things That Drive a Sense of Purpose

For any organization to be successful, solid leadership is a key component. There are many factors that create a great leader, but one vital piece is a sense of purpose. That alone can be the difference between an average leader and a leader who truly inspires.

In an article titled, Purpose in Leadership: Why & How, on the Center for Creative Leadership web site, authors Stephanie Wormington and Paige Graham describe what they mean by purpose-based leadership:

Purpose-driven leadership means helping employees find personal meaning in their work and fostering a deeply committed workforce that thrives on shared goals and aspirations. Purpose-driven leaders model value-based decision-making, take time to learn what truly matters to their employees, connect work to a greater objective, and help employees understand their organization’s mission and find ways to personally connect to it.

Photo by RDNE Stock project on Pexels.com

The authors proceed to identify six specific items that drive the sense of purpose. Purposeful leaders help their followers experience the following in their work:

  1. Utility: Work is practically relevant to our goals and aspirations, either now or in the future.
  2. Personal Development: Work facilitates opportunities for self-growth, developing either skillsets or mindsets in personally meaningful ways.
  3. Impact: Work empowers us to make a tangible and positive difference in the world, contributing to the greater good of society, our communities, or those close to us.
  4. Identity Reinforcement: Work reinforces our sense of self, aligning with the core elements of who we are.
  5. Intrinsic Interest: Work is inherently fun and energizing, offering enjoyable experiences that naturally appeal to our interests.
  6. External Rewards: Work leads to a desirable payoff, from a paycheck to a promotion.

Read the rest of the article to learn the two specific ways to cultivate greater purpose in your leadership.

Why it is Hard to Get Things Done (and we don’t mean GTD)

Even though we now have far more tools at our disposal to be productive in the office, more and more people are finding it hard to actually get work done. This may seem like a paradox, but there is an important reason why this is so.

The Wall Street Journal recently published an article by Ray Smith titled, Workers Now Spend Two Full Days a Week on Email and in Meetings. In it, Smith points to a survey done my Microsoft that outlines worker’s concerns.

Researchers found that the 25% most active users of its apps—in other words, people who use Microsoft’s business software for much of their online work activity—spent an average of 8.8 hours a week reading and writing emails and 7.5 hours logging meetings.

Those figures don’t include time spent instant messaging, on the phone or in other, impromptu conversations with co-workers. In all, the average employee spent 57% of their time using office software for communication—in meetings, email, chat. The remainder of time, 43%, they used for creating things, such as building spreadsheets or writing presentations.

Photo by Andrea Piacquadio on Pexels.com

Smith shares how this workload affects a worker’s ability to think big.

In a separate Microsoft survey of 31,000 people worldwide, nearly two out of three said they struggled to find time and energy to do their actual job. Those people were more than three times as likely as others polled to say innovation and strategic thinking were a challenge for them.

The study found that despite our assumption that more communication and collaboration lead to a better outcome, it seems this is not the case. Smith points out that one of the biggest hinderances to a productive workplace comes from not setting priorities for meetings and clearly considering who should attend.

Too often, meetings are scheduled without clarity on what they are supposed to achieve, said Rita J. King, executive vice president of workplace-consulting firm Science House. “The key is to not invite someone to a meeting unless you are absolutely certain that they belong there, and you can tell them why,” she said.

Learn more about the concerns expressed in the Microsoft survey and some strategies to solve them by reading the full article.

Handling Meeting Distractions

As much as people object to them, meetings are still an important part of the workplace. Meetings have the ability to disseminate information quickly and simultaneously to all participants. They also offer opportunities to discuss and elaborate on policy, process, or changes within an organization. However, meetings can also be derailed very quickly. Addressing these dead ends and distractions is vital to a productive workplace.

Luis Velasquez writing in the Harvard Business Review, recently shared 4 Distractions that Derail Meetings — and How to Handle Them. The first type of distraction are items he terms as “gravity problems.”

These occur when team members get sucked into discussing a challenge or issue that’s fundamentally unsolvable at the team level, much like the force of gravity. Trying to solve a gravity problem diverts time, mental capacity, and motivation away from solvable issues, leading to team frustration. In the previous example, company culture and leadership support are gravity problems that are distracting from the solvable issue: the product launch.

Photo by fauxels on Pexels.com

After listing three more, Valasquez provides strategies to keep meetings on task. The first one is to always determine the primary objective of the meeting.

Is the goal to make a decision, brainstorm, get people aligned, or something else? Keeping your eye on the overarching goal will help you develop a focused and clear agenda. For instance, in a decision-making meeting, the objective is to make a choice among different options. Thus, organizers must clearly understand the options, supporting data, decision-makers, and decision-making processes.

Learn about the other three distractions and more strategies on how to avoid them by reading the full article.

Team Knowledge Management

What is the best way to share knowledge within an organization?

Most organizations have never thought about this problem. Those that have often use solutions such as virtual discussion forums or open office spaces that they hope will naturally bring people together. However, these attempts seem to rarely create the sharing synergy needed to move the organization forward. What can be done about this?

Tiago Forte has studied this challenge and believes his PARA system can be used to address it. In a recent posting on the Forte Labs website, he shares that a bottom-up approach is more likely to succeed.

All of this leads to my conclusion that modern organizations need to take a “bottom-up” approach to knowledge management instead of a top-down one. It can’t be about “extracting” knowledge from their people; it has to be about empowering them to do their absolute best work.

He then shares five recommendations on how to create this team knowledge management environment. The first step is getting clear on the organization’s flavor of PARA.

Even if you’ve decided you’re going to follow my advice to the letter, there is always a “flavor” of PARA that makes sense for your culture. This can include decisions such as:

  • What is our definition of a “project,” “area of responsibility,” “resource” and “archive”?
  • What needs to happen when we kick off a new project for it to be considered “active”?
  • What needs to happen when a project gets completed, put on hold, or canceled (for it to be considered “inactive”)?
  • Who is responsible for maintaining the standard for each shared area of responsibility?
  • What are the officially supported platforms on which PARA will be used?
  • What are the strict rules, softer “rules of thumb,” dos and don’ts, and cultural norms that govern how people will use PARA?
  • Who will be the “PARA Champion” who oversees its implementation and makes sure the guidelines are being followed?

Learn the other four recommendations at the Forte Labs website.

Open AI Chat Post

Today’s post is being handed over to a special guest writer. However, it is not a human being!

Have you heard of ChatGPT developed by the company, OpenAI? Here’s how they describe it:

We’ve trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests. ChatGPT is a sibling model to InstructGPT, which is trained to follow an instruction in a prompt and provide a detailed response.

Photo by Designecologist on Pexels.com

For fun, I decided to test their open test version to see what would say when asked to write a few paragraphs about productivity. Below is Chat Bot’s response:

Productivity is a topic that is on the minds of many people these days. With so much to do and so little time, it can be overwhelming trying to get everything done. Fortunately, there are a number of techniques and strategies that can help you increase your productivity and get more done in less time.

One of the keys to being more productive is to set clear goals for yourself. This means taking the time to identify what you want to achieve and then working backwards to figure out the specific steps you need to take to get there. By having a clear plan in place, you’ll be able to stay focused and avoid getting sidetracked by distractions.

Another important aspect of productivity is time management. This means being intentional about how you use your time, and prioritizing the tasks that are most important. One effective way to do this is to use the 80/20 rule, which states that 80% of your results come from 20% of your efforts. By focusing on the tasks that will have the greatest impact, you’ll be able to make the most of your time.

It’s also crucial to eliminate distractions and create a productive environment for yourself. This means taking steps to minimize interruptions, such as turning off notifications on your phone or closing unnecessary tabs on your computer. It also means creating a workspace that is conducive to productivity, with everything you need within easy reach.

In addition to these techniques, it’s important to take care of yourself and maintain a healthy work-life balance. This means setting aside time for exercise, relaxation, and socializing with friends and family. By taking care of your physical and mental health, you’ll be better able to focus and be more productive.

Overall, being more productive is all about setting goals, managing your time effectively, eliminating distractions, and taking care of yourself. By implementing these strategies, you’ll be able to get more done in less time and achieve your goals more quickly.

What did you think? Was the advice helpful?

Try ChatGPT out for yourself and see what other responses it can provide.

Five Meeting Rules from Ray Dalio

Bad meetings are inevitable. Good meetings are fortunate. Great meetings are designed.

Meetings are a core component of knowledge work. However, very few people are trained on how to run them effectively. A focused, structured meeting benefits all the participants and moves everyone closer to their goals. Therefore, it is important to understand how to run a successful meeting.

Ray Dalio, founder of Bridgewater Associates, has thought very deeply about the workplace. In addition to the unique methods that comprise the Bridgewater culture, Dalio has set out specific rules for productive meetings. A recent article in INC magazine focused on five of them. The first is very simple yet often overlooked: clarify the meeting’s purpose.

Dalio says that you should emphasize a meeting’s purpose well before it begins. That way, everyone can walk into the meeting prepared and the group can be intentional with their time. He also adds that “Meetings without someone clearly responsible run a high risk of being directionless and unproductive.”

Another rule of successful meetings is to avoid “topic slip”:

Topic slip, as defined by Dalio, is the “random drifting from topic to topic without achieving completion on any of them.” If you’ve ever left a meeting feeling more confused than when you walked in, topic slip is a likely culprit.

To dive deeper into these two rules and then learn the other three, visit the article on the Inc website.

Director’s Dialogue – A Public Libraries Podcast

The PLA Leadership Development Committee is always looking for ways to bring value to library workers across the profession. Earlier this year, the committee developed an idea to do a podcast series where current Public Library Directors would have a casual conversation about their work and offer insights into the profession. This led to the creation of a new Public Libraries podcast special edition episode called Director’s Dialogue.

The inaugural episode featured me and Kent Oliver, who recently retired as chief executive of the Nashville Public Library. Future episodes will aim to provide a diverse cross section of library leaders from both large and small systems.

The description for the twenty-minute episode was as follows:

From leadership and management matters to current public library hot topics to strategic planning, capital projects, collection development, program planning, and so much more, the Directors Dialogue episodes aim to share ideas, best practices, and lessons learned.

Both are also members of the PLA Leadership Development Committee and the idea for the Library Directors Conversation series came out of their committee discussions.

Listen online or through your favorite podcast app and watch for more episodes later this year.