I was giving a workshop on Information Overload and an attendee proposed that email is more effective when you precede it with a phone call. His thinking was this: if you first discuss the matter at hand on the phone, and only then send an email to confirm or flesh out details, then there will be no lack of clarity because both parties are aligned. This means less back-and-forth emails to seek clarification or correct misunderstandings.
Now, this actually makes a lot of sense, and in fact I use this system when I need to broach a subject or a request that may meet with resistance – first do the delicate introduction by phone, then promise to send materials to help the other party decide. But is it a good idea for more ordinary communications?
This may seem to many to be ineffective; a phone call can take longer than tapping out an email, so why not use the faster method? One can always pick up the phone to do damage control if the email is misunderstood. And yet, this may not take into account the total, cumulative time of the first email and the subsequent ones that may result.
What’s worse, I have no doubt that many people prefer email because they want to avoid clarity; there are many indications of the use of email to put a barrier between sender and recipient, as when someone delegates an action item or just passes it along with the hope and intent that the recipient will be stuck with it. To such people, email is a tool of choice. But to those of us who actually want to collaborate with our coworkers to the benefit of the organization or the mission we share, paving the email message’s way with a preliminary call is often the preferable choice…
What do you think?
A slightly different spin — I think many people use email when a preliminary phone call might have been more effective simply because they already think things ARE crystal clear. They understand what the issues are and are sure that they’re communicating them clearly. And then the email chain of questions starts because, lo and behold, the recipient doesn’t see things exactly the same way the sender did. The rule of thumb that I tell my staff is that after 3 exchanges on the same topic, you need to have a conversation before you send anymore email.
Very good rule, that. In the Intel Email Effectiveness Coach (an Outlook add-on I invented over a decade ago) there was a function to automatically provide this advice to a sender if they were trying to post that fourth reply…