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In today's remote and hybrid work environments, communication has become more complex than ever. Leaders are constantly navigating a sea of messages, juggling emails, texts, chats, calls, and video meetings—all in the name of keeping teams connected and projects on track. 

But with so many channels available, how do you know which one to use and when? The right choice can streamline collaboration and boost productivity, while the wrong one can lead to misunderstandings, delays, or even frustration. 

Let’s break down when it's best to text, chat, email, call, or set up a video meeting, so you can communicate with clarity and confidence.

1. Texting: Quick, Casual, and To the Point

When to Text: 

Texting is perfect for quick, informal communications. Use it when you need a swift answer or a quick check-in, like confirming attendance at a meeting or sending a brief update. It’s great for on-the-go communication, especially if the recipient is not at their desk.

When Not to Text: 

Avoid using text for lengthy discussions, detailed instructions, or sensitive topics. Texting can easily lead to misunderstandings due to its brevity, and it can be intrusive if overused, especially outside of regular working hours.

Pro Tip: Keep texts short and sweet and save them for less formal interactions. Remember, not everyone checks their texts as frequently as other forms of communication.

2. Messenger Chats: For Real-Time Collaboration

When to Chat: 

Platforms like Slack, Microsoft Teams, or Google Chat are fantastic for real-time collaboration. Use chat when you need to have a quick back-and-forth, brainstorm ideas, or ask questions that can be answered in a few lines. It's great for building camaraderie with your team and keeping conversations flowing in a less formal way.

When Not to Chat: 

Chats are not suitable for complex issues that require in-depth discussion or documentation. They can also become distracting if overused, so be mindful of not turning a simple question into a prolonged thread of messages that could have been an email.

Pro Tip: Use chat channels wisely—designate specific channels for specific topics to keep conversations organized and relevant.

3. Email: The Classic Choice for Formal Communication

When to Email: 

Email remains the go-to for formal communication, detailed instructions, official updates, and when documentation is needed. It's ideal for sending reports, sharing information with a larger group, or following up on previous conversations. Email provides a digital paper trail that can be referred back to when needed.

When Not to Email: 

Emails are not the best for urgent communication, as they can get buried in busy inboxes. They are also not ideal for lengthy back-and-forth that can clog up in boxes and confuse recipients. If your message requires immediate feedback or is part of a collaborative effort, consider chat or a quick call instead.

Pro Tip: Keep emails concise and to the point. Use bullet points and clear subject lines to make your emails easy to read and actionable.

4. Phone Calls: For Nuance and Urgency

When to Call: 

Phone calls are perfect for urgent matters, sensitive conversations, or when you need to convey tone and nuance that text simply can’t capture. Use calls when the matter is too complex for an email or chat, or when a quick, real-time resolution is necessary.

When Not to Call: 

Avoid calls for non-urgent matters or when discussing information that the recipient will need to reference later. Calls can be disruptive, so it’s best to check if the recipient is available or to schedule a time in advance.

Pro Tip: A quick phone call can often resolve what might otherwise be a lengthy email chain. Use them strategically to save time and clarify complex points.

5. Video Meetings: Face-to-Face, Virtually

When to Video Meet: 

Video meetings are best for team collaborations, brainstorming sessions, or when face-to-face interaction is necessary to build rapport and trust. They are ideal for presentations, training sessions, or when visual aids are helpful. Video can also enhance communication by allowing participants to read body language and facial expressions.

When Not to Video Meet: 

Don’t default to video meetings for every small update or when an email or chat would suffice. Video meetings can be time-consuming and exhausting if overused—a phenomenon known as "Zoom fatigue." Reserve video meetings for when they truly add value.

Pro Tip: Set clear agendas and time limits for video meetings to keep them focused and efficient. Consider if a camera-on policy is necessary for every meeting, or if a more relaxed approach might suffice.

Crafting Your Communication Strategy

To navigate these communication channels effectively, leaders should establish clear guidelines and preferences with their teams. A well-defined communication strategy can minimize confusion and ensure everyone is on the same page. Here are some tips to fine-tune your approach:

1. Define Preferred Channels: Set expectations for which channels to use in various scenarios. For instance, "Use chat for quick questions, email for detailed updates, and phone calls for urgent matters."

2. Set Boundaries: Establish boundaries around response times and availability. For example, "Expect responses to texts within an hour, emails by the end of the day, and chats during working hours only."

3. Encourage Mindful Communication: Promote a culture of mindful communication where team members think before they send. Is this message urgent? Does it require a detailed response? Would it be better suited for another channel?

4. Train Your Team: Offer training on effective communication strategies. This can include how to write clear emails, when to escalate a chat to a call, or how to conduct efficient video meetings.

5. Gather Feedback: Regularly solicit feedback from your team on how communication is working. Are there too many meetings? Is chat becoming overwhelming? Use this feedback to adjust your approach as needed.

Wrapping it up

In a remote and hybrid work environment, effective communication is more critical than ever. By choosing the right channel for the right message, leaders can streamline collaboration, reduce misunderstandings, and keep their teams engaged and productive. Whether it’s a quick text, a collaborative chat, a formal email, a direct phone call, or an engaging video meeting, knowing when and how to use these tools can make all the difference in achieving your communication goals.

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Tresha Moreland is a 30-year organizational effectiveness and strategic workforce planning expert. She partners with business leaders to develop workplace strategies that achieve best-in-class results. She has held key organizational leadership roles in multiple industries such as manufacturing, distribution, retail, hospitality, and healthcare. Tresha is the founder and principal consultant of HR C-Suite, LLC (www.hrcsuite.com). HR C-Suite is a results-based HR strategy resource dedicated to connecting HR with business results. She has received a master’s degree in human resource management (MS) and a master’s degree in business administration (MBA). She has also earned a Senior Professional in Human Resources (SPHR), Six Sigma Black Belt Professional (SSBBP) Certification. She is also recognized as a Fellow with the American College Healthcare Executives with a FACHE designation.

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