Avoid the ‘Let’s do lunch’ dance

This is Laura Lee Rose, a business and efficiency coach that specializes in professional development, time management, project management and work-life balance strategies.  In my Professional Development Toolkit package , I go into professional development and real-world IT topics in detail. If you are interested in more training in these areas, get signed up

Take this scenario:

  • Co-worker emails you: “Can we meet at the end of this week on this topic?”
  •         But in the email, the person does not suggest any date or time for this important meeting.  It’s just a quick one-liner with the above message.
  • You quickly email back:  “Of course”
  • You and your co-workers emails only took 10 seconds to initiate and respond, but nothing was really accomplished.  And no one took the responsibility for actually setting up the meeting.  Nothing really got accomplished here.  You are very busy and you feel that if he was the one requesting the meeting, he should be the one championing it.  He feels he is very busy and if it was important to you, you would push it.  Weeks go by without any progress and you both loose out.

2nd scenario:

  •  You get into the following email on Monday:
  • Co-worker: “Can we meet at the end of this week on this topic?”
  •         But in the email, the person does not suggest any date or time for this important meeting.  It’s just a quick one-liner with the above message.
  • You email back:  “Of course.  I am available this week on Wednesday, Thursday and Friday between 9:00am and 11:30am.  Please pick a 30 minute slot that fits your schedule.  If none of those time slots are convenient, please send me 3 alternative dates and times – so that we can get this on our calendars.”
  •          Even though he is asking for the meeting, you are taking responsibility (able to respond to complete the task of setting up the meeting) for getting this in the calendar.  He had the opportunity to provide a handful of dates/times for the meeting that was convenient for him – but he didn’t do it.   Therefore, you provide various time blocks (that is convenient to you) to give your co-worker an opportunity to pick a time that fits in his schedule.  While you are waiting for his response, you feel somewhat restricted or in a holding pattern because you have essentially promised all those time slots for now.  But it also gives you some freedom  to schedule things around those time slots.
  • You get no response for two days.  Since you are very busy, you feel that you are in a holding pattern on this (because you could really use some of those time slots that you temporarily promised your co-worker).  You don’t want to resent your co-workers for not responding to you and you want to feel free to do what you want to do with your own time.  Therefore, you resend your previous response and also call him.   By calling him, you are escalating the request.  Because they are not at their desk, you leave a voice mail requesting them to respond to the email meeting request.
  • An hour later, you get an email from him stating: “I apologize I am so far behind this week. Can we perhaps shoot for next week? “
  •            The email still has no specific date or time for the meeting. There is still no closure to this. He did not match the urgency level of the communication.  This means, if someone calls you because you have not responded to them — you should match their urgency by calling them back.  Emailing back may be quicker for you – but it does very little to build that working relationship in a positive direction.  Emailing may be easier for you to send an excuse for not responding – but it does very little to build that working relationship in a positive direction.   Even though his email took him 10 seconds to write, it will doesn’t accomplish the goal of setting up a meeting and hurt his business reputation.
  • You respond: “Certainly.  Let’s meet on Monday, June 10 at 11:00am for 30 minutes.  The agenda will include: ……”
  •             At this point, you have given him ample opportunity to select a specific date/time of his convenience – and he continues to elect to leave it up to you.  You have given him ample opportunity to pick up the phone to rectify his delay in setting the meeting.  After all, he was the one that requested the meeting; he was the one that asked for it to be conducted ‘later this week’; he was the one that failed to respond with an explicit date/time and he was the one that postponed it to the following week.  Regardless of his professionalism, you need to keep a professional demeanor.  You are still working toward building a positive working relationship.  So, you take the responsibility (able to respond and complete the task) to set the meeting date,  the pace and agenda of the meeting.
  • Even though you did all you could do to help move this forward, it took 3 days of back-and-forth emails to accomplish this.

3rd scenario:

  • You need to setup a meeting with a co-worker
  • You email:  “I am excited about this upcoming project and really want to hear your thoughts on this topic.  Can we meet at the end of this week on this topic?  I am interested in discussing the following XYZ to accomplish <goal A> .  I know we both are very busy and expect this talk to take only 20-30 minutes.  I am available this week on Wednesday, Thursday and Friday between 9:00am and 11:30am.  Please pick a 30 minute slot that fits your schedule.  If none of those time slots are convenient, please send me 3 alternative dates and times – so that we can get this on our calendars.”
  •         You also call and leave a voice message that summarizes what you sent in an email.  In the voice message, you include the reason for the call, call back information, and your availability.  In the phone message, you show your personality and enthusiasm for this topic.  You emphasize that you are really looking forward to working with him on this.  You are friendly and enthusiastic.
  •         The email and the phone call took you about 5 minutes to do.
  • Your co-worker calls back relatively quickly: “Hey.  Thanks for your voice and email.  I was thinking the exact same thing. Great minds think alike. My boss it out of town this week, so I am pretty swamped.  But this is very important and I don’t want it to sit too long.  Are you available on Monday, June 10 at 11:00?
  •            You say, “Yes.  That’s a great time.  Do you think we can cover those topics in 30 minutes?”
  •             Your co-worker:  “Absolutely.  I’ve looked over the agenda and it looks like you have covered all the important highlights.  If we can’t fit them in, we can schedule another meeting before we exit that meeting.”
  •             You: “Sounds like a plan.  Talk to you Monday at 11:00am.  And thanks for taking your time on this.  I really appreciate it. “
  •             Your co-worker:  “Heck, no.  I appreciate you including me in this project.  It’s really the direction that I want to go.”
  •             This telephone conversation takes less than 5 minutes and builds rapport and a collaborative atmosphere. Within 30 minutes you and your co-worker have the meeting, the pace, the agenda all ironed out (versus the 3 days just doing it by email) and so much more.

This email dance happens quite often between busy people.  Even though email seems a quick way to communicate – it’s often not the most efficient way of communicating and completing tasks.  Email often takes people days to accomplish the same thing that a phone call could accomplish it in 5 minutes.   Just because email seems convenient, it’s not always a productive way of communication.  Before you send an email, consider the following:

1) Have you included everything that the receiver  (not you, but the audience of your email) needs to accomplish your request.
Sending a quick one-liner:  “We should meet something this week”  is not providing all the necessary information for your audience to accomplish your request.

Leaving a voice mail: “Call me” is not providing all the necessary information for your audience to accomplish your request.
2) Have you emphasized the proper importance by your method of communication.
If someone is calling you because you failed to respond to their email – you need to match their level of urgency.  Do not disrespect them by quickly emailing a one-line excuse like “I am very busy.  Can we do this next week.”  Take the hit in person.  Call or even drop by their office (if you are located in the same place), to apologize for the mix-up.  People don’t normally loose their reputation on a mistake.  They loose their reputation on how they react or respond to their mistakes.  If you go out of  your way to take responsibility for your actions and go beyond expectations on making amends – you actually will improve your professional reputation.

3) Combining communication methods is often the most efficient way to accomplish a task between team members.
Combining email and phone calls is a good combination to accomplish tasks.
Combining phone calls (with an email summary of what occurred on the phone) and face-to-face meetings (with email summary of the meeting minutes) is a good combination when possible.
Combining email, phone calls, face-to-face meetings is a great combination when possible.

Bottom line: Combining communication methods and providing enough information in your communication saves time.

In my Professional Toolkit, I provide worksheet, templates and guidance on how to accomplish these things.    In my Book of Answers: Companion piece to the Professional Toolkit, I have 100 work-life scenarios like the above.  The scenarios show how to accomplish your goals in similar situation.
For more information on how to get this toolkit or the “Book of Answers”, please contact:

vConferenceOnline.com/Bits on the Wire, Inc.
6420 E. Broadway, Suite A300
Tucson, AZ 85710
520-760-2400 or (877) 853-9158
info@vconferenceonline.com

Try it and let me know what you think.