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Index Page –› Business & Companies –› Leadership & Supervision
 

Using Outlook to Count Responses

 

Here's a productivity tip that will save you a lot of time and trouble if you need to collate responses from staff for any reason, especially if you work for an organisation with a lot of staff.

Case Study: I worked for a financial institution with 3,000 plus employees and had to identify how many employees needed compulsory training in certain legislation so that we could plan and resource the training.

I emailed everyone within the centre with a request that if they had not completed the training within the last three months, they were to reply to my email without changing the subject line. They were to reply by a certain deadline ... any queries were to be sent via a new email addressed to me and I explained why.

I created a folder called 'Legislation Training' and used Rules Wizard to divert any email received with the subject line: 'Legislation Training Requirement' into the folder. Every time a new email arrived it automatically went into the folder and Outlook incremented and displayed the number of unopened emails in the folder in brackets at the end of the folder name. It looked like this: 'Legislation Training (125)'.

By the deadline all I had to do was look at the end of the Legislation Training folder to see how many people needed the training. No counting ... all done automatically by our productivity tool Outlook 2002.

As the fast talking salesman on the television said, 'And there's more!'

When I was asked for a list of the names of those who had responded, all I had to do was export the Legislation Training folder emails to MS Excel. Excel allows you to choose the fields you export. I chose the 'From' field and finished up with a list of names since all email addresses were in the format WILLIAMS Royston. Once in Excel it was a simple matter to sort them into alphabetical order.

Not only that, I could now email 20 people at a time and advise them when and where they had to attend this mandatory training.

This is an excellent way to deal with large numbers of people and, although Outlook does have options for creating forms with yes/no buttons and so on in them, it is more complex than this option.

I hope this short article has been of interest to you and that it helps you improve your work performance.

Author: Robin Henry
 
Author Bio:

Robin Henry

Robin is a human resources specialist with a background in the military (Air Force), policing, vocational education and training, training management, consulting, and public administration.

He has over 25 years experience as an HR specialist and a life-long interest in organisation and methods. Today he assists micro-to-middle-sized businesses to improve their performance by working smarter, using smart technology and improving personal development.

He has a Master's degree in education technology, Bachelor's degrees in HR and business communication and educational administration, and a Diploma of Teaching (Technical and Further Education).

Most of Robin's business activity is carried out online from his home office at Alice Springs, Central Australia, which is colloquially known as "The Red Centre". However, Robin is currently on assignment at Al Ain in the United Arab Emirates.

Robin enjoys dining with friends, "going bush" in his four wheel drive, reading and writing, digital photography, and spending time with his grandson.

 
 
 

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