Checklist: Sending email
Published on 31 March 2025
About 2 min reading time
Topics:
#checklist
#email
This is a checklist for sending professional emails.
It doesn’t cover basics like choosing the right tone for the audience, greetings and sign-offs, text formatting, or how to approach CC, reply all, and similar features.
Some of the items should be treated only as considerations and applied depending on the situation.
Checklist
Read this before clicking the “Send” button.
The message starts with a short, essential statement, continues with the main points behind the statement, then supported by detailed information. These sections are clearly separated. Latter sections are included only if justifiable.
The action items, questions and answers are clearly organized: located on separate lines, identifiable (by numbers, identifiers, or embedded references), with the responsible person mentioned.
The subject is concise and relevant to the message’s content. It contains enough specific information to distinguish it from other emails and to aid in searchability.
The subject contains a notable, conventional label that clearly communicates the message’s purpose. The label indicates expectation management (action required, information, …), urgency (urgent or not, specific date), or context (project name).
I reviewed the message and applied all the best practices which I am committed to following, even if it meant rewriting parts of the message.
Resources
Minto Pyramid | Bottom Line Up Front (BLUF) (Wayback Machine ) | Organize the content | Keep it focused
Put action items or questions on separate lines | Embed your answers | Choose just one person
Make it relevant (and searchable) | Add a concise, informative subject line | Git subject lines: make every commit look unique
Subjects with keywords (Wayback Machine ) | Use a category subject line … or urgency labels | Conventional Comments
Proofread your email | Best Practices for Professional Email Etiquette | Read your message before you send it