Snail Mail < Email < Web 2.0

When I was a kid, I loved getting mail. I got holiday and birthday cards, packages, letters from friends and family. As I got older, the quality of my mail shifted lower and lower until I receive only bills and junk mail, with the occasional Netflix disc thrown in. The same thing happened with email, but instead of bills, I get "tasks" (and no Netflix). Postal mail and email have another similarity: they are both passive media. They get sent to you whether you like it or not, and your participation is minimal until you want to send a return message. For the past few years, I have been engaged in "Web 2.0," which is a much more active, engaging medium. Through FaceBook and LinkedIn, I can reconnect with friends and colleagues at many different levels, from reading status updates to email, chat, and even a phone call or two. In daily work, SharePoint fills the same need, but it can take some getting used to.

One of the first things I had to learn about SharePoint was balancing quality and quantity. It is so easy to be inundated with alerts for announcements, file updates, status changes, etc. If I'm actively managing a project, I might want immediate or daily alerts from the system. If not, weekly alerts or none at all are just fine. Another new idea was "pulling" information I wanted. I was so used to being "told" by email, phone calls, meetings, etc, I had to learn what was actually important for me to know and then find it. When I figured it out, I saved all kinds of time. The next big thing was collaboration. Once I started to upload draft documents and work on them with a group, I started to feel the power of Web 2.0. No more emailing endless drafts around in a circle and having to consolidate all the changes. In addition, I began using discussion groups for different aspects of a project. No endless emails and conference calls, no emails. Once I got my clients used to it, they wanted a discussion group for everything.

There are some down sides to the Web 2.0 experience, but most of them can be fixed by training. For example, security: someone needs to be the gatekeeper for the site, library, or list. That person should have the authority to grant read or edit access at will. People do rotate among projects, there are new hires, and upper management may want to look at the team's progress. Another down side is access: SharePoint, LinkedIn, and FaceBook are all designed for access outside the firewall. Users should be able to get to SharePoint from anywhere. Often, unfortunately, organizations prevent outside access, even though they allow outside email access. Strange but true.

For those of you who are dealing with SharePoint, keep in mind that you have a deeper individual responsibility for SharePoint compared to a network share, but that's a good thing. You also have more control and much greater flexibility. I invite anyone with specific questions to put them in the comments. I promise I won't answer like a typical IT guy, because I'm not one. I reserve belittling people for my private life.

Oh, Bother

I just did the math. During the workday, I get an email every 10 minutes that matters to me. Those emails are links to news articles, file attachments, tasks, questions, reminders, alerts, and read receipts. I get calendar invitations to meetings, conference calls, webinars, lunches. I also get phone calls, voice messages, walk-ins, and snail mail. Every time I turn around, somebody wants me to do something or read something, so I've stopped turning around. In the old days, it was common for powerful executives like myself to have an assistant. That person would be the gatekeeper: he or she would open the mail, take the phone call, write the letter I would sign, handle my schedule, etc. Now, all but the top echelons in the biggest organizations must manage their own communication and schedule. The PDA or "virtual assistant" is more a nag than a help. It can be difficult to focus on the task at hand with all of these paralyzing distractions. As a result, I think more than a few of us are suffering from overload.

So we're missing that buffer layer that used to separate a manager from employers, employees, and customers. Short of paying a fat salary and sacrificing office space for a professional administrative assistant, what can we do about it? Here's where a combination of psychology, trust, email management, and SharePoint come into play.

First, the psychology. I understand that managers like to seem on top of things. Is getting an email that a file was uploaded really their job? The daily minutiae of a project should be handled by team members, not the manager. That includes acting as interpreter between the customer and the team. Managers should et them communicate directly and wait for the regular report. The team is reporting their activity, right?

That brings us to trust. If team members have to be watched all the time, it's time to get a different team. Managers should support the team, which includes giving them opportunities for both success and failure. OK, no one likes failure, but I've learned more from my failures than my successes. The trick is to fail in small ways and have a backup plan.

There are hundreds of experts on email management, and this blog is not supposed to be book-length, despite my best efforts. All I will say is that project emails are usually better off as content in a collaboration system. Discussion groups, wikis, blogs, lists, project calendars, and other features are often better containers of project information than email because different types of data are handled different ways. Email just puts stuff in the inbox, no matter what it is.

Last, but not least, is SharePoint. Chances are that most folks reading this blog already have it or something like it. Managers should show the project team how to use it specifically for collaboration and communication on the project before them. This could mean using announcements for team updates, a blog for reporting, and a project wiki to pool decisions made or lessons learned. Then it's time for the manager to set alerts. No phone calls, no emails, no endless conference calls. For long-term projects, I set my alerts to get a weekly email summary of activity. Shorter term, I like a daily summary. I don't want to see the 10 emails it took to decide on a background color; I just want to know if the client is happy. As a project nears completion, I will reset my alerts to "immediate" to make sure the rollout is going smoothly.

The key to combating information overload is getting only the information I need. Through a combination of back-to-basics management and SharePoint technology, I think I've tamed the beast for now.

The App Heard 'Round the World

Email is pretty easy. With a few clicks and a little typing, I can communicate with anyone around the world. Email is also pretty fast. In a few seconds, the email I send is waiting in the other person's inbox for viewing. Email is pretty convenient; I can attach files, include hyperlinks, and contact many people at once. In the communication toolbox, email is as handy and necessary as a screwdriver. In the global collaboration toolbox, however, email is more like a sledgehammer -- good for specific tasks, but destructive if overused.

For example, think of eight people in different offices around the globe working on a project plan. They don't know each other, but a senior manager has put them together for this task. Naturally, each person has different expertise and opinions. They work on the plan and send out emails to the team. Draft after draft is distributed, copied, edited, split, and recombined. In the end, the team spends as much time piecing the final plan together as they spent drafting it in the first place.

Next time, they could use an actual collaboration tool, rather than a messaging tool. My preferred tool is SharePoint, though there are a few of them out there. SharePoint provides the necessary architecture out of the box, and there are a number of qualified independent vendors who can to build it to spec. With a little training, workers can take advantage of features like personal profiles and social networking features so they can get to know their teammates on the other side of the world or down the hall.

There are plenty of task-specific features as well. Document workspaces leverage check in/check out and versioning functionality so the team never has to wonder about the latest changes or accidentally editing an old version. Alerts via email or RSS feed automatically notify the team when new drafts are available for review. Personally, one of the features I like the most is threaded discussion groups. My team can keep track of ideas this way, and it really saves on the conference calls and note-taking. Another huge advantage of SharePoint is having a platform to keep senior management informed by giving them read-only rights to the collaboration site.

I know today's entry reads like a sell sheet, but whatever tool your organization chooses, I hope they make a sincere effort to transition out of email. It's just not the right tool.