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Professional email, online meetings and etiquette

Learn to write a short, clear professional email, use To, Cc and Bcc correctly, behave well in an online meeting, and manage your time so messages and meetings help rather than overwhelm you.

30 minelementaryPractical task needs a laptop or desktop

Marking a lesson as read does not prove you can do it. Skills count as demonstrated when you pass the quiz (not yet) and complete the practical tasks (not yet).

By the end of this lesson you will be able to

  • Write a professional email with a clear subject, greeting, purpose, request and closing.
  • Choose correctly between To, Cc, Bcc, Reply and Reply all.
  • Prepare for, take part in and follow up an online meeting politely.
  • Protect privacy and avoid common slips on video calls and in group chats.
  • Plan your day so that urgent and important work gets done.

At school and at work, people judge you by how you communicate long before they see how well you work. A short, clear email gets an answer; a rambling one gets ignored. A prepared person in an online meeting saves everyone's time. None of this needs special talent. It needs a few habits that you can learn today and practise with made-up messages before the real ones arrive.

The shape of a professional email

A professional email respects the reader's time. The reader should understand, within a few seconds, who it is from, what it is about and what you want them to do. Use six parts: a specific subject, a greeting, the reason for writing in the first sentence, the details, the request with a date if there is one, and a polite closing with your name.

Simulated interface: not a real screenshot

A short professional email, with each part marked.

To: Ms Njeri Otieno
Subject: Request to move Friday's team meeting to 10:00
Dear Ms Otieno,
I am writing to ask whether Friday's meeting can start at 10:00 instead of 09:00.
Two team members have a training session until 09:30, so they would miss the start.
Could you let me know by Wednesday whether this is possible?
Kind regards,
Amina Wanjiru
  1. Marker 1: Specific subject
  2. Marker 2: Polite greeting
  3. Marker 3: Purpose in the first sentence
  4. Marker 4: Short reason
  5. Marker 5: Clear request and date
  6. Marker 6: Closing and name
A short professional email, with each part marked.
Read this figure as text

A simulated email with a subject line, greeting, purpose, details, request and closing marked.

An email from Amina Wanjiru to Ms Njeri Otieno, subject: Request to move Friday's team meeting to 10:00. Marker 1 points to the subject line, which is specific. Marker 2 points to the greeting, Dear Ms Otieno. Marker 3 points to the first sentence, which states the reason: I am writing to ask whether Friday's meeting can start at 10:00 instead of 09:00. Marker 4 points to the reason and details: two team members have a training session until 09:30. Marker 5 points to the request with a date: could you let me know by Wednesday? Marker 6 points to the closing: Kind regards, Amina Wanjiru.

Compare subject lines. "Hello" or "Question" tells the reader nothing and may be mistaken for spam. "Request to move Friday's team meeting to 10:00" tells them what to expect and helps them find the message later.

Subject lines and tone (all fictional)
WeakBetterWhy
HiInvoice 2041 for the printer: payment queryNames the subject and a reference number.
URGENT!!!Please confirm the venue by Thursday 3 pmGives the real deadline instead of shouting.
Re: Re: Re: Fwd: stuffUpdated agenda for Monday's meetingA fresh, honest subject when the topic has changed.
hey can u send itCould you send the signed form today?Complete words, polite and specific.

To, Cc, Bcc and Reply all

To is for the people who must act or reply. Cc (carbon copy) is for people who should be informed and need not act. Everyone can see the To and Cc lists. Bcc (blind carbon copy) hides the recipients from each other. Use it when you send the same message to many people who should not see each other's addresses, such as parents or customers, because showing addresses to everyone is a privacy slip.

Reply answers only the sender. Reply all answers everyone on the message, including everyone in Cc. Use Reply all only when everybody needs your answer. A reply such as "Thanks!" sent to forty people wastes forty people's attention.

Diagram

Before pressing Reply all, check that every recipient needs your answer.

  • Does everyone on the email need to see your answer?
    • YesDo thisCheck the list of names first.
    • NoIs your answer only for the sender?
      • YesDo thisOnly the sender receives it.
      • NoDo thisAddress it to the specific people who need it.
Before pressing Reply all, check that every recipient needs your answer.
Read this figure as text

A decision tree for choosing between Reply and Reply all.

Start: you are answering an email sent to several people. Question 1: does everyone on the message need to see your answer? If yes, use Reply all. If no, ask question 2: is your answer only for the sender? If yes, use Reply. If no, write a new message to the specific people who need it. Never use Reply all for a simple thank you.

Online meetings: before, during, after

An online meeting is a meeting held over a video or audio call. The tools differ, but the manners are the same everywhere. Good meetings are mostly decided before they start.

Diagram

Preparation and follow-up matter as much as the meeting itself.

Before
  • Read the agenda
  • Join 3 minutes early
  • Test microphone and camera
  • Quiet place, tidy background
  • Notes ready
During
  • Mute when not speaking
  • Say your name
  • Wait your turn or raise hand
  • Look at the camera
  • No side tasks
After
  • Read or send the notes
  • Do your actions by the date
  • Reply to what you promised
Preparation and follow-up matter as much as the meeting itself.
Read this figure as text

Three columns listing what to do before, during and after an online meeting.

Three columns. Before: read the agenda, open the link a few minutes early, test your microphone and camera, charge your device or plug it in, find a quiet place with a tidy background, and have notes ready. During: mute your microphone when not speaking, say your name when you join, wait for your turn or use the raise-hand feature, look at the camera when you speak, and avoid doing other tasks. After: send or read the notes, do the actions assigned to you by the date agreed, and reply to anything you promised.

  • Be on time. If you will be late, send a short message to the organiser.
  • Mind your background and your microphone. Check what others can see behind you. Many programs offer a blurred background. Assume that a microphone left on can hear everything.
  • Ask before recording. Do not record a call or take screenshots of other people without telling them and getting permission.
  • Be careful with links and files. Share a link to a document rather than attaching copies. Only open links from people you expect to hear from.
  • Chat is not private. Messages in group chats can be seen by many people and may be saved by the organisation.

Managing your time

Messages and meetings can fill a whole day if you let them. Three habits help. First, check email at set times, for example three times a day, rather than every few minutes. Second, put your own work in your calendar as blocks of time, just as you would a meeting. Third, sort tasks by urgency and importance. Urgent tasks need doing soon. Important tasks matter for your goals. The most useful time is often spent on tasks that are important but not yet urgent, because they are the ones that become emergencies if you wait.

Sorting tasks (fictional examples)
UrgentNot urgent
ImportantDo now: submit the application due tomorrowPlan: save a weekly backup, learn a new spreadsheet skill
Not importantHand over or answer briefly: a quick request from a colleagueLimit or drop: endless scrolling, unneeded notifications

When working with others, agree where things live. If a team uses a shared document, put your comments in the document and not in ten separate emails. Say clearly who is doing what and by when. Write "Joseph will send the figures by Friday" instead of "somebody will send the figures".

Common mistakes

  • ✖ Instead of: Writing a long email without saying what you want.

    ✔ Do this: State your purpose in the first sentence, and put the request and any date near the end.

  • ✖ Instead of: Putting a whole group in To or Cc so everyone sees each other's address.

    ✔ Do this: Use Bcc when the recipients do not know each other or should not see each other's addresses.

  • ✖ Instead of: Staying unmuted in a meeting while typing or talking to someone else.

    ✔ Do this: Mute when you are not speaking. Keep side conversations off the call.

  • ✖ Instead of: Replying instantly to every message.

    ✔ Do this: Check email at set times, and answer when you can give a useful reply.

If something goes wrong

I sent an email to the wrong person.
Do not panic. Some programs offer a short Undo send window right after sending. If it is too late, write a short, polite message asking the person to delete it, and tell your teacher or manager if it contained anything private.
Nobody can hear me in an online meeting.
Check that your microphone is not muted in the meeting program, that the correct microphone is chosen in its settings, and that the system volume or microphone setting is not muted. Leave and rejoin if needed.
My email program put my reply in the wrong thread or under a wrong subject.
If the topic has changed, start a new email with a fresh subject. That is clearer and easier to find later.

Key terms

Bcc
An email field that sends a copy to people without showing their addresses to the other recipients.
Netiquette
The polite, considerate way of behaving in email, chat and online meetings.
Phishing
A trick message that pretends to be from a trusted source to make you give away passwords or money.

Practise it for real

Reading is not the same as being able to do it. Complete these on your own computer, then tick only what you have actually done. These ticks are your own honest record: nothing checks them for you.

Guided exercise

Write three professional emails

In a text editor or your email draft folder (do not send), write three short emails using the six-part shape: 1) ask a teacher or manager, Ms Otieno, to extend a deadline by two days; 2) apologise to Joseph for missing a meeting and ask for the notes; 3) send a group of five classmates the time and place of a study session. Choose Bcc for one of them and say why.

You have succeeded when:
Independent challengeNeeds a laptop or desktop

Challenge: be ready for a call

Without help, prepare for a made-up online meeting at 10:00 tomorrow with your class. Write a checklist of what you will do the evening before, ten minutes before, and after the meeting. If you have a camera and a meeting program, open a test call with a friend or a practice meeting room, check your sound, camera and background, and practise muting and unmuting.

You have succeeded when:

Knowledge check

6 questions. You need 80% to pass. Mistakes here are part of learning, and you can retry as often as you like.

  1. Question 1.Which subject line is the most professional and useful?
  2. Question 2.Match each email field to its use.
  3. Question 3.Kamau receives an email sent to 60 colleagues announcing a new office opening time. He wants to say thank you.What is best?
  4. Question 4.It is fine to record an online meeting without telling the other people, as long as you only use it for yourself.
  5. Question 5.Put these meeting tasks in order.
    1. Join early and test your sound
    2. Mute yourself when not speaking
    3. Do the actions agreed and send your update
    4. Read the agenda
  6. Question 6.Which task is important but not yet urgent, so that it should be planned?

Summary

  • A professional email has a specific subject, greeting, purpose, request and closing.
  • To is for action, Cc is for information, Bcc hides recipients, and Reply all is for when everyone needs the answer.
  • Prepare for meetings, mute when not speaking, ask before recording, and follow up on your actions.
  • Check email at set times and protect time for important work.
  • Never put passwords or private details about others in email or chat.

Checklist: can you do these?

Marking a lesson as read does not prove you can do it. Skills count as demonstrated when you pass the quiz (not yet) and complete the practical tasks (not yet).

Related lessons

References and further reading

Official sources for details that can change between versions.

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