E-mail checklist, for clarity’s sake — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily

E-mail checklist, for clarity’s sake

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in Workplace Communication

Sending out crystal-clear, well-defined e-mail benefits you just as much as the recipient. By thinking carefully before sending a message, you take control of an e-mail exchange. You may even be able to limit how many messages pop into your inbox by making the exchange as efficient and clear as possible.

Before hitting “send,” use this clarity checklist created by Sally McGhee, CEO of McGhee Productivity Solutions and author of Take Back Your Life!:

__ Does this message make sense? Do the action items have owners?

__ Does the message pass the P.A.S.S. test?

  • What is its purpose?
  • What action is involved and does it have a due date?
  • What supporting information do I need to send?
  • Have I adequately summarized the content in the subject line?

 __ Is the message well written? Have I included enough information so that action can be taken or decisions made without the message coming back to me with questions?

__ Do the links in the message work, and are the attachments included?

__ Have I included everyone who needs to receive the message, and no one who doesn’t?

__ Does everyone on the “To” line have an action to take?

__ Has the message been rechecked for grammar, spelling and use of jargon?


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