Infographic Should this be an email, phone call,
IM or meeting?

Infographic text included for screen readers:

Should this be an email, phone call, IM or meeting?

Are you sharing an update and/or piece of information?

• If yes: Do you expect a lot of back and forth questions?
  • If yes: Is there an imminent deadline?
    • If yes: Meeting
    • If no: Email or IM
  • If no: Email or IM
• If no: Is this a brainstorm?
  • If yes: Is it a complex issue?
    • If yes: Meeting
    • If no: Email or IM
  • If no: Email or IM

Quick guidelines

• Will the issue take 10 minutes or less to resolve?
  • Make a phone call (especially if sharing screens and both are available).
• Have you exchanged two or more emails back and forth?
  • Schedule a call to get clarity.
• Does your ask involve more than two participants?
  • Schedule a meeting and include an agenda.
• Have you sent five or more IMs back and forth?
  
  • Hop on a quick call to talk through it.