What is the first step in managing email for others effectively?

The first step in managing email for others effectively is to determine the level of involvement. This foundational step is crucial because it establishes how much responsibility you will take in handling the email management process. Understanding the level of involvement helps clarify expectations between you and the individual you are supporting.

For instance, some executives may prefer that their assistant manage all incoming emails, while others may only want help with specific types of messages. By determining this level of involvement upfront, you can prioritize emails more effectively and respond appropriately based on the guidance provided. This approach ensures that the communication aligns with the individual’s preferences and needs, ultimately leading to more efficient email management.

The other options play essential roles in the overall email management process, but they come after establishing the initial level of involvement. For example, knowing the preferred email client or outlining a communication plan are important details, but these decisions can only be effectively made once it's clear how much involvement one will have in the management process. Similarly, setting response time expectations can be influenced by the determined level of involvement, making it a subsequent step following this first critical decision.