Tag: Office 365 Training

Living on the edge of your inbox

| July 21, 2010 | 1 Comment

I wake up everyday and first thing I do is check my Blackberry to review what email I got over night. I know it’s an addiction at this point, so you don’t need to tell me that. I am aware of it. If they had a Blackberry anonymous group, I would probably go!

Lately though, I have noticed how much email I have been getting a day and realized that I needed to start getting it under control. It was at around 150! And since I am running a business, I would spend each evening organizing and replying to all of these emails. Very exhausting. The idea of starting to  use rules and subfolders for my email is something that a professional organizer would probably want to do for me, so I stepped up and started doing it myself.

Here is what I have been doing, and it’s a process. You have to do it almost everyday to make it work. I have noticed results and it’s getting better. I woke up to 2 emails today instead of 20.

First let’s start with this.

Today, only answer the important emails. The business critical ones, the ones that really need to be answered. Let the rest go, do not move them or delete them or anything. Just let them sit.

Tomorrow morning will be when the work starts. If you are like me, you probably wake up to 20 emails, mostly all the newsletters and updates you have subscribed to.  I got to the point, it was annoying and wanted them gone. Just sick of them and needed them organized or to not come to me anymore.

Tomorrow am: Open each email with a directive thought. Here are a few examples of my emails.

  1. Things I must do NOW
  2. Things I must do later
  3. General FYI, but I need to keep the info
  4. Newsletters
  5. Special Projects
  6. Etc

Next, create a subfolder in your email program to reflect these needs. Then move all of those emails to those folders with the exception of the newsletters.

Once your email is organized a bit, then attack the newsletters. I started unsubscribing from newsletters that I didn’t want anymore and then created a rule for ALL newsletters to go to. I want to read them, just not today. I prefer to read through them on weekends when I have time. So now I know where those are. My email inbox is now pretty clean and in just 3 days, I have already noticed a big change! I love it!

I am by far not a professional organizer, but this was pretty easy for me to get going with, took a few minutes a day and well worth it. Trust me, I had the feeling of living on the edge of my inbox and now I’m not feeling it so much. Yes, I’m still addicted to the Blackberry and yes, I still check emails every morning, but now I feel better I don’t have to clean up so many emails when I get on the computer.

whew!

 

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Microsoft Office 365 Consultant 2

Auto-fill….Friend or Foe?

| June 29, 2010 | 0 Comments

Now that some time has passed, I think I can tell this story without feeling that the person I am speaking about will read this and figure out it’s them I am speaking of. This story could be anyone, in any town, in any state. But because it happened in my town, where I network, and where I work, I had to let time go before telling this great story of how auto-fill let me in on a little secret. (What is auto-fill you may ask? It’s the little tool in your email that remembers all the people you have emailed, it “fills in” in their email address once you start typing it in).

Once upon a time an account executive from a Minneapolis business tried to get CTG to become a referring partner. They found me on LinkedIn, told me they LOVED my business and asked me out for coffee, I refused of course because I don’t do coffee dates anymore.  They persisted and offered to come to my office if I would have a few minutes. Ok, I can do that for a fan (and I sometimes accept if someone will come to my office for a few minutes to pitch something that I may need). During our meeting, we discussed an upcoming instrustry change and maybe becoming friends outside of work “we get a long so great, we should hang out!” type of conversations began. Hey I’m a social person and I love making new friends, so I said yes to happy hour and yes to making a new friend. Then the day of our get together they cancelled. Not a big deal. Then they cancelled again. I was starting to get irritated and wondered what happened.  Then started the fun emails, more chat about the industry changes coming up, calls to keep me on the line, etc. Never met again in person. But what I did notice was this person had slowly received information out of me that I had good insight on in the industry and like a friend…I trusted them with it.

Moving ahead, they slowly lost contact with me after I shared most of the good industry tips I had. Then one day, I got an interesting email that was sent to their entire sales team and I was listed as a sales team member. Wrong Lisa I guess (thus my reference to Auto-fill). I read the whole sales pitch/proposal and found a lot of my “good tip’s” from this executive in the email giving out to their team all of the things I told them. Now, none of these were secrets by any means, all public knowledge, but for us in the industry, it was information that not a lot of folks knew about back then.

Was I ticked off? Yes. I wrote that person back and said, “You didn’t get it ALL accurate” LOL! I am quite sure that they about shit their pants when they noticed I was cc’d because I can tell you this much, I should not have been copied on that email. I still crack up thinking about it. Never heard back from that person ever again.  There are a lot of lessons to this story and the one I want to remind you of is remembering the auto fill feature when sending out emails (double check names! Auto-fill is so easy to just grab the first “Lisa” on the list), there are some other lessons here but I’ll let you figure those out for yourself.

Happy Monday!

Lisa

 

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Microsoft Office 365 Consultant 2

Call That Girl’s guide to buying a laptop

| August 6, 2009 | 0 Comments

dell laptopsI get many folks asking me what laptop they should buy, which one is the best, etc. All models of computers/laptops end up in my shop, so they all break at some point. My opinion? Follow these simple rules and you just bought the best laptop!

1.) Figure out a budget. Remember that with a new computer, you may need to buy new software. And for those that want help setting it up, we quote 2-3 hours to get everything installed and configured.

2.) Make sure you buy a laptop in person. Buying online gives you no sense of how the computer feels, weighs or views in bad/good/extra light. If you buy online, be sure to buy from a reputable company that you know you can return items too easily.

3.)  If you go to a store (Microcenter still has Windows 7!), here are some tips!

  • Keyboard. Play with the keys and make sure you can type ok and see the keys. Some laptops today have a awkward calculator on the keyboard now, making me “off center” so if you use your laptop keyboard like I do, the calculator makes it hard to work with.
  • Weight. Pick up the laptop and make sure you can carry it without problems. Many folks end up buying 10 ton weight laptops and they are very hard to carry around.
  • Screen. Check out the screen and make sure there is not too much glare. If you plan on working outside, many screens have too much glare and you can’t read the screen in natural light, even too much overhead light can be bothersome.
  • Screen width. Many folks hate the wider screens. It is not an issue for me, but for those with the regular monitors, it’s quite a change. Test opening some stuff on the computer and make sure you like how it looks.
  • Memory. Try to get 6-8 gigs of RAM if you can. I happen to have a decent Dell Latitude that only has 4 gigs, but it is not my main workhorse computer.

4.) Pricing

A good work laptop is approximately $500-$900. You will pay more for higher quality (SONY) and of course for a faster processor, solid state hard drive and more options (longer battery life, docking station, etc.)

Many folks also ask about the processors and hard drive space, etc…my answer is you’ll be ok probably if you can find a computer that fits your needs with the list I gave you. Those are much more important. Most computers today come with plenty of hard drive space.

Happy Thursday!

Lisa

 

Microsoft Office 365 Consultant 2

How to get your email under control

| May 20, 2009 | 0 Comments

Last night I was talking to a friend about email and how out control people let it get. I have a few concerns about email. My biggest is why it takes some people days to reply to a simple email. But then I thought about it and I do the same thing. I read it, but won’t reply right away. My biggest problem is that I have 5 ways to check my email and only one of them is where I actually “control” where the emails go. Aka…have folders to sort them in and run rules.

Here is my take on it…

Email Etiquette

Normally, when YOU email someone, you want something from them, have a question, need information or are sending them requested information. As the recipient receives the email, they read it but then mentally sort you into a “mental folder”…

Reply now! She’s important and I need her to communicate back right now!

Ah, I can reply later...This is not that important, but tomorrow I will have more time to reply properly.

oh crap, this again….This is far from important, but you should reply at in the next week or so.

the Dread.I seriously didn’t want this email and really…I don’t need to reply and I won’t. (((delete)))

Now what you should be doing is having folders set up and run some rules to organize all this email. I have about 50 folders for my Outlook in the office. I have rules running for many different topics. Example? All my Linkedin emails go to the “Linkedin” folder. I can see when I have new email and as Linkedin is important, my clients come first. I breeze the Linkedin folder as I see new items, but it’s usually not important.

What about the non-folder items? I read the email, then move each email to different folders.

“Stuff to do later” (which means I may get to it, maybe I won’t)

And then I have oodles of subcategories because not all these emails require a reply or did and I replied and it’s now in a folder for archiving.

My inbox is always clean when I leave the office at the end of the day.

Newsletter Etiquette

We all gets tons of “spam/junk”. What constitutes junk or spam? To me, getting a newsletter from someone I met at a networking event or via LinkedIn is not spam or junk. What is? Viagra and emails from Nigeria telling me I was willed $E100000. How do you handle the junk/spam from someone you know or met F2F or online? Here are my simple rules:

If they are giving information that has value, I keep it.

If they are pushing workshops or just info about themselves, I unsubscribe. I get way too much email a day and know who they are and how to contact them, so it’s just best to get off that list.

Yes, it may seem rude, but I have a huge database that I email a few times a month and see people unsubscribe to my newsletters and many are my clients. They aren’t interested in what I have to say about this and that, etc. I get it! I don’t care….so don’t think you are going to hurt someone’s feelings, business is business and email is alot of my workday.

Last tip! DO NOT have 100’s of unread email either! It only brings you down and you should clean that up and start fresh! I love helping clients clean up their emails….it feels refreshing for them and me. If you’re interested in having me help, I can do that remotely and over the phone.

Happy Wed!

 

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Microsoft Office 365 Consultant 2