The psychology of change management

Companies can transform the attitudes and behavior of their employees by applying psychological breakthroughs that explain why people think and act as they do.

Over the past 15 or so years, programs to improve corporate organisational performance have become increasingly common. Yet they are notoriously difficult to carry out. Success depends on persuading hundreds or thousands of groups and individuals to change the way they work, a transformation people will accept only if they can be persuaded to think differently about their jobs. In effect, CEOs must alter the mind-sets of their employees—no easy task.

CEOs could make things easier for themselves if, before embarking on complex performance-improvement programs, they determined the extent of the change required to achieve the business outcomes they seek.

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Retaining key employees in times of change

Source: Total Executive


Many companies throw financial incentives at senior executives and star performers during times of change. There is a better and less costly solution...

Too many companies
 approach the retention of key employees during disruptive periods of organizational change by throwing financial incentives at senior executives, star performers, or other “rainmakers.” The money is rarely well spent. In our experience, many of the recipients would have stayed put anyway; others have concerns that money alone can’t address. Moreover, by focusing exclusively on high fliers, companies often overlook those “normal” performers who are nonetheless critical for the success of any change effort.

Our work with companies in many sectors (among them, energy, financial services, health care, pharmaceuticals, and retailing) suggests there is a better and less costly approach to employee retention—and one that will serve companies well as they merge, restructure, and reorganize to seize strategic opportunities as the economy picks up. It starts with identifying all key players, but targeting only those who are most critical and most at risk of leaving. These people are then offered a mix of financial and nonfinancial incentives tailored to their aspirations and concerns. A European industrial company applied this approach during a recent reorganization and found that it required only 25 percent of the budget that had previously been spent on a broad, cash-based scheme. What follows are three suggestions for companies with similar hopes of keeping their top talent without breaking the bank.

1. Find the “hidden gems”

HR and line managers need to work together during times of major organizational change to identify people whose retention is critical. Yet too often companies simply round up the usual suspects—high-potential employees and senior executives in roles that are critical for business success. Few look in less obvious places for more average performers whose skills or social networks may be critical—both in keeping the lights on during the change effort itself as well as in delivering against its longer-term business objectives.

These “hidden gems” might be found anywhere in the company: for example, the product-development manager in an acquired company’s R&D function who is nearing retirement age and no longer on the company’s list of “high potentials”—yet who is crucial to ensuring a healthy product pipeline; or the key financial accountant responsible for consolidating the acquired company’s next financial report. Even if the employees’ performance and career potential are unexceptional, their institutional knowledge, direct relationships, or technical expertise can make their retention critical. In one merger we recently observed, certain sales support personnel who filled orders and took inventory turned out to be just as important as the star salespeople.

Once HR and line managers have generated a thoughtful and more inclusive list of key players (usually 30 to 45 percent of all employees), they can begin to prioritize groups and individuals for targeted retention measures—in our experience, 5 to 10 percent of the workforce. The key is to view each employee through two lenses: first, the impact his or her departure would have on the business, given the focus of the change effort and his or her role in it; and second, the probability that the employee in question might leave.

When a European industrial company conducted this exercise, it mapped the outputs on a risk matrix. The results were sobering. The company had been launching a new centralized trading unit—requiring almost all traders and their support staff to relocate, with half of them heading to another country—and was steadily losing people. The risk matrix revealed that another 104 people were likely to leave. Among them were 44 employees who were critical for the success of the trading unit. To be sure, some were traders but most were IT, finance, and administrative staff with unique knowledge of the unit’s systems.

2. Mind-sets matter

One-size-fits-all retention packages are usually unsuccessful in persuading a diverse group of key employees to stay. Instead, companies should tailor retention approaches to the mind-sets and motivations of specific employees (as well as to the express nature of the changes involved).

When executives at the European industrial company looked beyond their standard retention package (bonuses plus compensation for the costs of the move) and focused instead on the needs of individual employees, they found a more nuanced situation than they had anticipated. Among the key people at risk were two main groups with two different mind-sets.1 One consisted of individuals who were worried about relocating because it would uproot their families. The people in the other, more career-driven group didn’t mind living and working abroad but wondered, as they faced change in any event, whether staying or searching for another employer would best further their careers.

In one-on-one conversations with the people in the family-oriented group, managers explored specific concerns and discussed how the company could add to the measures already in place to increase the likelihood of retaining these individuals. On the menu of incentives: an increase in base pay, assistance in finding schools and kindergartens for their children, career counseling for their spouses, language training, and alternative work arrangements so employees could work at home or commute instead of relocating.

Meanwhile, in the conversations with the career-driven people, managers offered them a cash bonus but focused primarily on the organizational chart of the new, centralized unit, which had been designed from scratch. For people who had held senior roles in their local organization, it was essential, for example, to learn about their new responsibilities and how many direct reports they would have; for many of the more junior people a key question was who their bosses would be. Also high on the agenda was a dialogue with each individual about his or her future career and leadership opportunities in the context of the unit’s new strategy.

This targeted approach, which cost just one-quarter as much as the broad financial incentives plan the company had previously applied, succeeded in stabilizing the new unit. One year after its launch, some 80 percent of the staff who received special attention had started to work in the new location—a significantly higher share than for the group that didn’t receive this attention. Since its founding, the unit has increased its sales by more than 30 percent and its earnings before interest and taxes (EBIT) by more than 90 percent.

3. Retention is about more than money

As the European industrial company’s experience suggests, financial incentives play an important role in retention—but money alone won’t do the trick. Praise from one’s manager, attention from leaders, frequent promotions, opportunities to lead projects, and chances to join fast-track management programs are often more effective than cash. Indeed, a 2009 McKinsey Quarterlysurvey found that executives, managers, and employees rate these five nonfinancial incentives among the six most effective motivators when the main objective of the exercise is retaining people.2

One financial services firm undertaking a recent cost-cutting initiative elected to use onlynonfinancial measures—including leadership-development programs—to retain the pivotal players it had identified as being at risk of departure. One year later, none of those players had quit.

Leadership opportunities are a powerful incentive in any sector. In a pharmaceuticals merger aimed at building the North American acquirer’s presence in Europe, some 50 middle managers from the acquired company accepted invitations to join trans-Atlantic teams with key roles in integrating the two organizations and developing business strategy. The chance to network with the acquirer’s senior people and develop leadership skills during the two-year program signaled to these high-potential employees—in many cases, people who had been slated for promotion before the merger was announced—that they had a promising future in the new organization. For the acquirer’s senior executives, one benefit was the opportunity to assess first hand a potential next wave of top management talent. The program was one part of a carefully designed communication and engagement plan that made it possible to sustain the energy of the 50,000-person strong workforce during the merger. The company ultimately needed to offer only 750 targeted employees a financial incentive.

When financial incentives are required, it is important to design them appropriately and use them in a targeted way. For example, one-third of the retention bonus during a merger might be paid to pivotal staff even before the deal is closed, with the remaining two-thirds to be paid out a year later—dependent in part on the recipients meeting defined performance criteria such as the successful transfer of systems from the acquired company.

Targeting retention measures at the right people using a tailored mix of financial and nonfinancial incentives is crucial for managing organizational transitions that achieve long-term business success; it’s also likely to save money.

Still, executives mustn’t view employee retention as a one-off exercise where it’s sufficient to get the incentives packages right. Rather, best-practice approaches build on continuous attention and timely communication every step of the way to help employees make sense of the uncertainty inherent in organizational change. Ultimately, what many employees want most of all is clarity about their future with the company. Creating that clarity requires significant hands-on effort from managers, including the ongoing work of tracking progress so that companies can quickly intervene when problems arise.

About the Authors

Sabine Cosack is a consultant in McKinsey’s Vienna office; Matt Guthridge is an associate principal in the London office, where Emily Lawsonis a principal.

Notes

1 The number of groups will vary according to a company’s specific situation. We have observed circumstances where employers have identified up to six distinct employee segments.

2 See Martin Dewhurst, Matthew Guthridge, and Elizabeth Mohr, “Motivating people: Getting beyond money,” mckinseyquarterly.com, November 2009.

 

Source

McKinsey

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Leadership and the Eye for Innovation

Here is an interesting video about innovation in leadership for executives to consider
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Source:

Total Executive

http://www.TotalExec.com.au

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Total Executive Marketing & Sales Newsletter #1 released

The Total Executive Marketing & Sales Newsletter #1 has been released.

Click on it here: http://us1.campaign-archive.com/?u=f41e43969ffbb091706cb54aa&id=549e2ad76b

It has Interviews, Tips and Knowledge about:
  • Marketing
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    Ls2_roger_james

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Real Time Decision Making: The Effect of Collaboration on Performance


It is no longer a surprise that as a result of globalisation, specialisation and new technologies, 80 percent of jobs now involve people participating in human interactions rather than extracting raw materials or making finished goods. Jobs involving the most complex type of collaborative knowledge interaction make up the fastest growing segment.

The reasons are clear. Leading organisations recognise that by improving collaborative knowledge building they can improve real time decision making and competitive advantage. 

The concept of “time-based competition” is driving efforts to accelerate organisational decision making and improve the quality of decisions. By removing time and space obstacles to decision making organisations develop more dynamic, responsive business behaviour. 

A fundamental requirement for collaborative knowledge building is the workgroup’s need to analyse situations, synthesise information, evaluate alternatives, make decisions in real or almost real time, regardless of geographic location. 

Real time decision making takes place in any combination of time and space – same time/same place, different time/different place, same time/different place, different time/same place. 

Early collaboration tools such as email, instant messaging and web conferencing have made the Internet a fundamental component of business.  Consider how web conferencing has forever changed the stereotypical image of today’s business “road warrior”.  This employee left home Monday morning and boarded a flight to meet with customers all week and returned Friday afternoon to recuperate over the weekend before repeating the process the following Monday.

Web conferencing technology gave sales workers back their quality of life by allowing them to rotate face-to-face customer meetings with online meetings, reducing unproductive travel time and dramatically cutting travel costs.  While webinars can be an effective alternative to face-to-face meetings, most web conferencing consists of a slide presentation with commentary, and rarely involves effective workgroup collaboration. 

Yet collaboration is a cognitive activity.  It requires willing people to think and share ideas about problems and opportunities and determine best courses of action.   Today collaboration is viewed by an increasing number of organisations as a key factor in improving enterprise-wide performance and innovation. 

Collaboration improves the way individuals (internal and external) work together on business basics such as improving decision making, reducing coordination costs, leveraging external relationships and sharing expertise.

 

However, the challenge for collaborative workgroups is having access to tools that enable them to replicate the way effective teams work in face-to-face planning and problem solving meetings. That means having the ability to analyse situations, synthesise information, evaluate alternatives, make decisions, create action plans and capture meeting content and actions in a formatted report. 

Beyond Web Conferencing

Analysts, Gartner, summed up web conferencing meetings this way,

“Without effective meeting discipline, Web conferencing can waste more people's time across a broader geographic range than before. Group Decision Support System (GDSS), tools can cure much of the dysfunction. …We believe most organisations will benefit from combining GDSS and Web-conferencing technologies to enhance meeting performance and to reduce the number of dysfunctional meetings, regardless of the type of meeting.” [i]

If one of the most pressing business needs is to equip knowledge workers with online technology capable of squeezing more time and value out of knowledge work, then it is Gartner’s opinion that the combination of GDSS and web conferencing provides the basis for the rapid transformation of ideas into value.

Consider the example of a global leader in wine and spirits that wanted to improve and integrate the viticulture processes of several of its acquired vineyards located in different countries.  Up to 200 people would work collaboratively in teams to complete the work in six months or less.  Employees were not permitted to travel.

Employees selected an online web collaboration technology that could support working with complex problems and planning issues.  Teams of up to 20 people worked together in real time for up to eight hours in a typical “workshop” format.  The only difference was that instead of being in a room together, team members connected to the online meeting from their office PC and joined a conference call. 

Using a business process improvement methodology, meetings started by using web conferencing tools to present in PowerPoint slides the agenda, objectives and meeting process to be followed. Other web conferencing tools displayed relevant documents and process maps for review by all. 

Once the agenda, objectives and reference materials were clearly understood by team members it was time to start using the GDSS tools to brainstorm ideas and prioritise the best ideas for evaluation.  Action plans were created for ideas that passed the evaluation stage.  At the end of each meeting a report containing the content of the meeting was downloaded to each person’s desktop for further actions after the meeting.


[i] Source: Gartner Note No. G00138101, 13/03/06

Source:

Grouputer

Source: Anne Hudson, co-Founder, Grouputer Solutions Pty Ltd

www.grouputer.com

+61 (2) 9965-3778

Source:

Total Executive

http://www.TotalExec.com.au

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Grant Crossley interviews Megan Motto CEO – Consult Australia for Total Executive


“You are a successful leader if your staff/students achieve more than yourself…”

So begins the interview with Megan Motto – CEO of Consult Australia – previously known as Association of Consulting Engineers Australia

Megan is a vibrant CEO, who has developed a successful team, whilst maintaining flexibilities within her workplace.

It is also interesting to note that Megan has experience in the field of teaching/education which are now attributed to many of the qualities brought to Megan's leadership of Consult Australia.

Regarding the core methodology behind success, Megan explains, "You have to not be afraid to give kudos to staff instead of yourself... it is not about driving an ego based business."

It is also not about working harder and longer for most businesses these days which focus on services, but working smarter.

"We shouldn't be looking at when people clock in and out. Visibility management is much better replaced by encouraging outcomes through productivity and performance. It is about unveiling new things cognitively," Megan explains.

"When it comes to management, it is not for example about a manager increasing the businesses database by 10%, whilst at the same time nobody likes them and morale is low. Whilst measurable KPI's are important, managers need to have holistic performance based conversations and these are often the hardest conversations to commence."

"What we find in management are the best results come from mentoring staff, from encouraging the positive ways staff approach challenges. By discussing how improvements in behaviour and finesse are the characteristics that lead to improved performance by the individual and thereby the company they represent."

Skills can be learnt and the best method of doing this is by mentoring. Megan has a variety of mentors. A combination of both men and women - probably more men than women given where Megan works. Though Megan believes successful leadership has nothing to do with the leaders gender - she has seen both good and bad across leaders from both sexes.

The unfortunate view observed by Megan is - from experience, less than half of leaders Megan has met follow the leadership systems outlined above. Productivity in Australia is not at the high level we deserve when compared with other OECD countries. [Australia are currently #13 as per table below]

As globalisation continues across the planet, our need to maintain global competitiveness increases, so we will need to continuously work towards improving the productivity and performance of our people. This will happen to some extent through improvements in technology and communications. Though these are broadly available. The key to Australia's success is the development of the performance of our people, through rewarding leadership and management that encourages staff to perform at their best whilst developing skills.

I left Megan to head off to SBS where they had a discussion on Insight about juggling work and family responsibilities, the future of maternity/paternity leave in Australia, its impact on families, businesses and as a political issue leading up to the next election. Watching last night it was interesting to hear Megans views. As the last speaker of the night, Megan explained what happened when she returned to work after her first child was born.

Megan took maternity leave to enjoy life and quality time with her son when he was born. On return to work...

People asked, 'Where's your son?'
I said, "well he's clearly not here," looking around, "he's at home."
The second question-
'Is your Mum looking after him?'
Answer:
"No, he's at home with my husband."
The 3rd question-
'Oh, is your mother-in-law coming over to look after him?'

Isn't it funny how often people make assumptions based on their expectations of others and their line of questioning reflects those assumptions...

The general view of the level of men's capability caring for infants is clearly exposed in the questioning above.

Have you been thinking about what assumptions you have made about your staff - before having discussions and asking the right questions to find the honest reality behind their capabilities and where their skills can be enhanced to improve their performance?

 

Why Coaching? A Leadership Perspective

Competitive advantage through people has always been a goal of modern leadership and becomes more critical as product and price differentiation narrow.  Traditionally, the role of creating more skilful and focused people has been given to HR and training.

Research tells us that classroom training (whether it be real or virtual) is only appropriate for 15% of development needs  (Rummler 1995).  Not only does this cause concern about the use and abuse of training events, it also raises the tantalising question of what is appropriate if training is not?

The broad answer is workplace rather than classroom development.  To explore this more closely, the researchers seem to indicate that regular interaction, rather than one off events, leads to enhanced skills and increased performance.

The diagramme Coaching and Training has been created as a result of applying a range of performance improvement techniques to varying organisations over a 20-year period (www.prosell.com).  It indicates that with a “clean sheet of paper” (i.e. no preconceptions or bad habits, as with new starters or new roles), people can more easily accept, in a training environment, that specific skills and approaches are correct and need to be mastered.

With individuals that already have a perception of what is right and wrong and in some cases extremely entrenched opinions, a different approach needs to be used.  Not only do we need to explain why new skills are needed, we also need to sensitively reassure people that they and their (old) skills are not redundant, but need to be adapted and updated.  If we are attempting to change behaviour, as opposed to initiating it, coaching is shown to be a more effective tool.

In order to develop further the rationale for this model and the positioning of coaching, we need to be familiar with the relationship between management intervention and performance/behaviour change.

The US organisation Technikron conducted research into the level of intervention needed to drive behavioural change.  (Technikron work with performance measurement and feedback systems in contact centres.  The research was conducted in 1997.)

They concluded that to change behaviour the manager needed to interact with the individual, on average, 2-3 times a week.  This raises serious concerns about the effectiveness of more traditional performance management tools, such as annual appraisal and performance reviews (Appraisals – A Good Investment?  Prosell Research, 1993).

Whereas we accept that most good managers talk to their people more often than just at appraisal time, our experience tells us that this is not a series of regular interactions which are carefully planned to reinforce changes in behaviour and provide input (coaching), when needed.

Coaching also has greater impact in terms of immediacy of resolution and as such, should be a primary development tool.

Danger of re-training 

There seems to be growing evidence that organisations accept that people will go through the same training (level and subject matter) at regular intervals (apart from compliance training).  This implies a number of unhealthy traits within the organisation:

  • there is no consequence for not applying skills in the workplace; and

Once this becomes accepted practice it also has an impact on the quality of training delivered.  If people are not measured in their application of what they have learnt, then the training does not need to ensure comprehension, let alone competence.

The other major implication is centred on who is nominated for training in the first place.  Research suggests that the primary reason for training is performance discrepancy or skill weakness.  Those with skill weaknesses or areas for obvious development are not those who implement training well and willingly in the workplace.  There is clear evidence that, “those who need it most use it least” (Dettaman and Steinberg, 1993).

Questions must therefore, be raised about both the economics of re-training and the validity of the practice.

The Skill Development model and its implications

The model Acquisition of Competence shows that individuals go through three stages when acquiring skills.  Typically, the first and last stages, those of awareness and application, are workplace activities and in the main, management responsibilities.

The two figures on the left hand side of the model above illustrate important points.  The 35%-40% marks the point where people end up after training (on a competence scale of 1%–100%).  This means that the majority of the acquisition of competence takes place in the workplace.

This is broadly accepted within the training fraternity.  Whereas training allows people to explore new ways of doing things and hopefully exposes them to “best practice”, it does not create experts.

If expertise is acquired in the workplace and not the classroom, then we must accept that specific things need to happen in the workplace.  Primarily, people need to be coached and given feedback on their competence.

Our 20 years experience tells us that, proportionately, the following time and effort needs to be expended to successfully take an individual through the skill development process:

  • Awareness     25%
  • Practice         35%
  • Application     40%

The second figure (5%-9%) is where the research tells us people end up if nothing is done in the application phase.  This is typically between unconscious incompetence and conscious incompetence.  This typically happens with 4 – 5 months.  This is a startling figure and perhaps explains why many people in business have a cynical view of the value of training.  It seems they are right.  Without specific application strategies, companies are wasting between 91 and 95 cents of every dollar they spend on training.

Practice and Feedback

It is commonly understood that people develop skills through one primary mechanism, practice and feedback.  Conventional training tends to be squeezed for time and it is inevitably the practice sessions that are sacrificed.  Too much content and not enough practice creates uncertainty in application, through issues of confidence and competence.  If a person cannot, through practice, feedback and practice again, achieve a point of competence (“I have practiced this to the point where I feel competent to do it in the workplace”), they have no confidence in applying skills.  The implications of this are that many people (over 75% in one study) actually avoid applying skills trained because they have no confidence that they will be effective.  Those organisations that use coaching as a development tool do not seem to face these issues.

Near and Far Learning

Noted behavioural scientists, Detterman and Steinberg, published a book in 1996 entitled Transfer on Trial.  The book focused on the issue of learning transfer (the measurable transfer of learning and skills from classroom to workplace).  Their research had concluded that 86% of training did not transfer effectively.  There were a variety of reasons for this – measurement, support, feedback (all key components of coaching).  They also spoke about the difference between near and far learning as a critical issue.

Far learning means completing exercises which are broad, generic and explore our understanding of principles.  Detterman and Steinberg’s research concluded that people found it difficult to relate broad principles to specific work situations – and as a result did not apply skills effectively.

Near learning produces significantly better results.  Near learning is practicing the specific skills needed, through customised and intelligently constructed exercises, so that the individual is practicing exactly what they are being asked to do in the workplace.  Coaching is the ultimate example of near learning – it says to the individual, “We are going to practice this until you feel you are doing it effectively and then evaluate as you do it live”.  As a result it is significantly more effective in ensuring learning transfer.

Performance Management and Coaching

Performance management practices (appraisal, review, goal setting, etc) all become uncomfortable, bureaucratic exercises if those responsible cannot add value and direction through coaching.  If neither party feels value is being added by the other, then both parties view the process as lacking in worth and tend to avoid it.

This also is reflected in a more serious deficiency that is commonly observed in management practice.  If a manager cannot rectify a performance deficiency they seem to imply that this is not their responsibility but solely that of the individual.

These situations end up with a management style of “I point out your weaknesses and you have to fix them”.  If one considers the fact that research tells us that the main reason people leave jobs is dissatisfaction with the way in which they are managed (Institute of Directors, UK survey, 2001), then managers’ inability to coach and develop may be having a much more serious impact.

Conversely, a good coach does more than just coach.  In order for a coach to be effective they must have a reasonable grasp of:

  • Performance management;
  • Motivation;
  • Counselling;
  • Development and support;
  • Evaluation and feedback;
  • Performance measurement;

Feedback also tells us that competent coaches add value to staff and have much better relationships with their people.  Creating a competent coach therefore, also creates competency in a number of essential areas.

Edward Johnson, one of the founding members of the Johnson and Johnson empire, was famously quoted as saying, ‘Leadership is cause, all else is effect.’  Leaders of people must all be aware that it is their behaviour, not the training department, which determines whether your people will out-perform the competition.

References

Douglas Detterman and Robert Steinberg, Transfer on Trial: Intelligence, Cognition and Instruction, Ablex Publishing, 1993

Geary Rummler and Alan Brache, Improving Performance: How to Manage the White Space in the Organisation Chart, 2nd ed, Jossey Bass, San Francisco, 1995.

Source:

Peter Fullbrook, Founder, Prosell

Counting the Cost of email

Email_time_management

When it comes to e-mail, there is not a lot of things that shock me anymore.  I have seen inboxes with 28,000 e-mails in them. I have seen people who send e-mails to themselves to remind themselves that they need to action an e-mail already in their inbox. I have seen people who have given up and just deleted the lot!  But in a recent workshop on e-mail management at one of the big four banks, a participant shared how his team had been involved in a project to reduce the size (and therefore cost) of their mailboxes.  All of the support and maintenance for these was outsourced, so the costs involved were very tangible.  In the end, by decreasing the size of 100 mailboxes in the team, they have created a saving of $20,000 to $30,000 per year!  Staggering!  Imagine that across the broader organisation of 22,000 mailboxes.

That must be a drop in the ocean though, compared to the actual cost of e-mail in productivity terms.  Another recent conversation with a senior management team within a global financial institution uncovered the fact that these senior managers, who all wanted to spend more time with their people or working on strategic initiatives, were spending up to 5 hours per day just on e-mail.  They were drowning in a sea of CC’s, distribution lists and inbox noise.  And what about the cost of overfull and messy inboxes, the cost of searching for that critical but elusive e-mail you received last month, the cost of spending the first half-hour of the day deleting enough e-mail in response to the dreaded “Your mailbox is full” message.

E-mails cost time, and not just the recipient’s time, but also the sender’s time.  If the e-mail is internal the organisation may pay twice, if it is not adding value!  My goodness, I thought that e-mail was meant to be making us more productive.  The good news is though, it still can.  Although e-mail volumes have shot up for most workers, and become a large contributor to long hours and stress, it is still a fantastic way to communicate, and get information from A to B (or B, C,D and E all at once).  The trick to making e-mail work for you, rather than you working for it, is in understanding its traps and applying a set of principles to managing it.

The common e-mail traps and how to avoid them

E-mail is a core part of modern work life, and whilst it has improved the speed and efficiency of communication enormously, it comes with baggage attached (excuse the pun).  The common e-mail traps that I encounter with workers across the board are:

Making e-mail # 1 – E-mail has become our prime focus during the workday, and often outside of core work hours too.  We must remember that it is just a part of our role – a tube for getting information from one place to another.  It is not the main game, and not what we will be measured against come the end of the year.  We need to learn to make e-mail management a part of our day, to deal with it at regular intervals, and then to put it away to focus on our priorities and commitments. 

  • Turn off e-mail alerts and alarms, they are just distractions from other work
  • Check e-mail at regular intervals, between 3 and 6 times per day
  • Check handheld e-mail devices at appropriate times, but turn off when it is time to focus

 

Too many e-mails – 30, 50, 100 per day and counting.  I recently worked with two poor souls who were getting over 1000 e-mails per day! Ridiculous!  Many feel that they cannot control what is sent to them, but with some concerted effort and creativity you can slash the deluge to a more manageable flow.

  • Get off unnecessary distribution lists and e-mail subscription lists
  • Discuss your expectations with your team about when and what to CC you on
  • Set up e-mail rules to automatically delete or move (file) informational e-mails
  • Send less e-mails (you will receive less as a result)

Overfull Inboxes – Messy, overfull and back-logged inboxes cause stress, delays, confusion and rework.  Many workers use their Inbox as a to-do list, and the act of checking e-mail is often an advanced form of procrastination.  The inbox ends up as an unruly mix of stuff you have not looked at yet mixed in with existing e-mails that need action, or should be deleted or filed. For the truly in-control e-mail manager, the Inbox is a delivery dock.  And just like the delivery dock of a supermarket, it should be cleared, to zero, weekly, if not daily.

  • Set up a simple filing system (1 – 10 folders) to keep necessary e-mail

Poorly written e-mail – One of the stresses associated with e-mail is the irrational feeling that we need to respond to every e-mail.  We know this is not true, but it feels that way sometimes.  But, even with the percentage that we do need to respond to, time can be saved by learning to compose e-mails in a clear, efficient manner.  The clearer your e-mail is to the reader, the more cut-through you will have, and the more likely they are to action your e-mail in a timely way.  Remember, your e-mail for them is probably just one of 100 that day.

  • Write clear subject lines with impact – most people scan, so stand out from the crowd
  • State any actions required and due dates in the first line or two of the e-mail

In a world where time is money, and human resources account for the largest chunk of any organisations overheads, it seems a no-brainer to get better at managing the effect that e-mail has on our productivity.  Rather than organisations putting pressure on staff to work longer hours to get things done, why not focus on helping them make their core workday more productive.  The savings could be huge, and I promise you, everyone will be happier!

Source:
Dermot Crowley - Founder
Adapt Training