Reuben L. HarnessUniversity of Kentucky
IntroductionsEmailTelephone Office Meeting Cubicle DressNetworking Dining
What is Business Etiquette?Expected behaviors and expectations for individual actions within society, group, or class. Within a place of business, it involves treating coworkers and employers with respect and courtesy in a way that creates a pleasant work environment for everyone.
KASRO
Kentucky Association of Student Receivable Officers
Why Business Etiquette? Differentiates you from others in a
competitive job market Enables you to be confident in a variety
of settings with a variety of people Honors commitment to excellence and
quality Modifies distracting behaviors and
develops admired conduct Exhibit Professionalism and develop a
polished image “Be one step ahead, practice the social skills
necessary to help you make a great first impression and stand out in a competitive job market”
Kentucky Association of Student Receivable OfficersKASRO
Key Aspects Difference between Social and Business
Etiquette
The importance of introductions
Important Business Etiquettes
Kentucky Association of Student Receivable OfficersKASRO
Principles underpinning all Etiquette
GOLDEN: Treat others as you would like to be treated
PLATINUM: Treat others as they would like to be treated
Kentucky Association of Student Receivable OfficersKASRO
Introductions Stand up
Look the person in the eye
Extend your hand for a firm web-to-web handshake
Say your name and something about yourself
Kentucky Association of Student Receivable OfficersKASRO
Introduce the person of greatest importance or authority first
Gender or age is not the deciding factor
When a client is involved, mention him or her first
A proper business introduction should include first and last names
Kentucky Association of Student Receivable OfficersKASRO
Handshake Handshake is a gesture of acceptance and
welcome Extend your right hand Give slight pressure Grasp the other person’s hand firmly and
completely Look into he eyes and smile Release the hand in three seconds No matter what, NEVER, ever refuse to accept
someone’s hand video
Kentucky Association of Student Receivable OfficersKASRO
WRONG
WRONG
Kentucky Association of Student Receivable OfficersKASRO
RIGHT!
Kentucky Association of Student Receivable OfficersKASRO
Email Etiquette
Need of Email EtiquetteProfessionalismEfficiency Protection from liability
Kentucky Association of Student Receivable OfficersKASRO
E-mail should be concise and to the point
M-ake use of proper spelling, grammar & punctuation
A-lways answer swiftly
I-nclude your signature
L-earn to read the E-mail before you send it
Kentucky Association of Student Receivable OfficersKASRO
Email etiquette rules Make it personal. Avoid using BCC and
CCC unnecessarily Use templates for frequently used
responses Use a meaningful subject Read the email before you send it Keep attachments to a minimum and
mention your attachment in the content Take care with abbreviations and
emotions
Kentucky Association of Student Receivable OfficersKASRO
Poor Usage Examples No subject line
Action required and key points are hidden in the message
Misusing the global distribution list
Discussion that could have or should have been done on the phone
Kentucky Association of Student Receivable OfficersKASRO
Use Smart Subject Lines All message should have clear and specific “Subject Lines” that
Describes the message content
Specifies if there are actions required & due dates
Mentions clearly who the message is for
Kentucky Association of Student Receivable OfficersKASRO
Good Subject Line Examples
Meeting minutes from 5/1 discussion Reports included: Minutes from KASRO, all
Reports due Monday DISTRIBUTE: Program agenda & related
information Staff meeting Monday 5/4 10:00 am Preview night attendance
Kentucky Association of Student Receivable OfficersKASRO
Poor Subject Line Examples
Weekly Minutes Here are the URLs RE: meeting (blank subject line) Unrelated subject line-sending an
email with an old subject line
Kentucky Association of Student Receivable OfficersKASRO
Think Before you Click Don’t automatically “REPLY TO ALL”
Take one last look at your distribution list-is this email necessary for all recipients. EXAMPLE: Welcome Mail- when replying, send it only to the person to be welcomed.
Once the email discussion goes beyond 2-3 replies anyway, it’s time to pick up the phone
Kentucky Association of Student Receivable OfficersKASRO
Write For Action Specify email content in the first 1-3 lines
Does it require a reply back by a certain date
Does it include action required What information is contained that the
reader will find necessary for their job
Use the To: and Cc: addresses appropriately
Stop replies before they start If a reply is not required, end your message
with “(Reply Not Necessary)”
Kentucky Association of Student Receivable OfficersKASRO
Recommended StandardsRules:
No outlook templates or “pretty stationary” when sending/replying messages
Reply to sender only. Only “Reply to All” when absolutely necessary
Avoid using jargon
Do not use all CAPS
Be aware of who the email may be forwarded to
There is no such thing as confidentiality in email
Kentucky Association of Student Receivable OfficersKASRO
General Tips Use standard font throughout the message
Avoid colored fonts in a professional email
Be very specific with the use of bold, italic or underline font style
Keep the size of the font visible and constant
Avoid short forms or slang (“u” instead of “you”, “y” instead of “why”, “r” instead of “are”, etc.
Kentucky Association of Student Receivable OfficersKASRO
Telephone Etiquette When you initiate a call identify yourself
Address caller by name in a courteous manner
Keep conversation brief
Never be impatient
Listen carefully
Do not interrupt
Do not eat or chew while speaking on phone
Request permission to put caller on hold
Kentucky Association of Student Receivable OfficersKASRO
Close conversation with appropriate salutation
Let the caller hang up first
In case of missed calls, return call within a reasonable period of time
If someone calls you by mistake, inform the caller politely that they reached a wrong number
Tell the basic nature of your call
Have someone answer your calls
No phone calls during meetings
Kentucky Association of Student Receivable OfficersKASRO
Managing Angry Callers Listen to his problem or complaint carefully
Do not interrupt the caller and let him finish
Do not say, “you are wrong”
Empathize with the caller
Investigate complaint or problem and solve it
Tell the process of solving the problem
Call back when you have the solution
Kentucky Association of Student Receivable OfficersKASRO
Office Etiquette Those who follow good office etiquette are promoted
and given choice assignments
Those who are seen as insensitive are passed over or have their employment terminated
Be self aware and use common sense
Mind your own business
Never go over your supervisor’s head
Obey your company’s business dress code
Treat every employee with the same respect
Kentucky Association of Student Receivable OfficersKASRO
Do not post things of an offensive nature
Show a healthy respect for colleagues experience and expertise
Exhibit a positive attitude and know what your role will be on the team- How can I best assist?
Leave your personal life at the front door
Inquire about the proper way to respond to co-workers, supervisors, clients (Business letter head, phone call, etc.)
Kentucky Association of Student Receivable OfficersKASRO
Put things back where they belong (stapler, hole punch, tape, etc.)
Indicate a reorder if you use the last of anything
Refill the paper tray in the copier if you empty it
Learn how to unjam the copier
Clear the copier settings after using
Kentucky Association of Student Receivable OfficersKASRO
Reasons for firing employees
Bad language Excessive workplace gossip Drinking on the job Leaving without telling anyone Too many personal calls
Breaches of office etiquette Bad hygiene Bad habits Wastefulness with paper
Kentucky Association of Student Receivable OfficersKASRO
Meeting etiquette
Avoid swear words and vulgar references
Poor communicating skills are not professional
Avoid personal questions during first meetings
Whoever gets to the door first should open it and hold for others who are following
Turn off your cell phone ringer, accept voicemail and text messaging only
Kentucky Association of Student Receivable OfficersKASRO
Business card etiquette Always have a business card
Have it in good shape and updated
Have it readily available
Be selective about distributing
Present it in an appropriate time and manner
Kentucky Association of Student Receivable OfficersKASRO
Cubicle EtiquetteKentucky Association of Student Receivable Officers
KASRO
Never enter someone’s cubicle without permission
Do not wear strong perfume or cologne
Do not stand in front of someone’s cubicle and carry on a conversation
Announce yourself at their doorway or knock on the wall
Post a sign or flag at your cube entrance to signal when you can be interrupted
Don’t peek in as you walk past each one
Kentucky Association of Student Receivable OfficersKASRO
Never read someone’s computer screen or comment on conversations you overhear
Avoid loud phone conversations, especially of a personal nature
Do not walk into a cubicle when someone is on the phone (leave them a note or email instead)
Keep your hands off others desk. Just because there’s no door doesn’t mean you can help yourself to their paper
Avoid eating meals inside the cube
Kentucky Association of Student Receivable OfficersKASRO
Dress Etiquette
Dress for the partRepresent your companyKeep it neat and cleanDon’t reveal too muchDress for the time of dayDon’t be a fashion statementSimple but classyGrooming
Kentucky Association of Student Receivable OfficersKASRO
Professional AppearanceGrooming is fundamental
Hair clean and styled appropriately
Clean nails, skin and teeth
Many professionals wear make-up
Check fragrance and clothing care
Kentucky Association of Student Receivable OfficersKASRO
Professional AppearanceWardrobe
Professional Business Wardrobe For women: skirted/pant suit, dress
shirt, clean well maintained dress shoes (generally closed-toe shoe)
For men: suit, dress shirt, tie (well maintained dress shoes)
KASROKentucky Association of Student Receivable Officers
Professional Work Attire
Kentucky Association of Student Receivable OfficersKASRO
Professional Appearances Business Casual Wardrobe
For women: dress pants, shirt, blouse, well maintained dress or casual shoe (no tennis shoes, flip flops, etc.)
For men: slacks/khaki pants, polo shirt, or other collared dress shirt, well maintained dress or casual shoes (no tennis shoes, flip flops, etc) ***NOTHING SLOPPY***
Kentucky Association of Student Receivable OfficersKASRO
Casual Work Attire
Kentucky Association of Student Receivable OfficersKASRO
Kentucky Association of Student Receivable OfficersKASRO
Kentucky Association of Student Receivable OfficersKASRO
Networking BREAK OUT OF YOUR COMFORT ZONE
Mingle-Mingle-Mingle- Mingle- Mingle
Don’t travel with your friends
Make direct eye contact, smile and speak
Contribute positively to the conversation with your thoughts and open ended questions
If appropriate, collect business cards
Politely excuse yourself and move on to another individual
Kentucky Association of Student Receivable OfficersKASRO
Dining Etiquette Kentucky Association of Student Receivable Officers
KASRO
Table manners are the rules of etiquette used while eating, which may also include the appropriate use of utensils. Different cultures observe different rules for table manners. Each family or group sets its own standards for how strictly these rules are to be enforced.
Video
Dining Etiquette Kentucky Association of Student Receivable Officers
KASRO
Kentucky Association of Student Receivable OfficersKASRO
Kentucky Association of Student Receivable OfficersKASRO
Kentucky Association of Student Receivable OfficersKASRO
Dining Etiquette Finish chewing before continuing your
conversation
Try not to gulp your food
Do not blow on food that is hot
Wait until everyone is seated
Everyone should start at the same time
Take small bites, keep your mouth closed
Kentucky Association of Student Receivable OfficersKASRO
Don’t order an expensive entrée
Don’t order anything crunchy or messy, or that you have to eat with your fingers
Don’t put your elbows on the table, but you may rest your hands there
Don’t start eating until your host or hostess does, or until everyone has been served
Cut meat one piece at a time
Rest silverware on your plate when speaking
Kentucky Association of Student Receivable OfficersKASRO
Pace yourself so that you finish about the same time as everyone else
Limit or forego alcohol consumption
Don’t push your dishes away to signal you have finished. When you’re
done, put your utensils in a 4:00 position.
Be discrete if you have a problem with the food
Kentucky Association of Student Receivable OfficersKASRO
Thanks!
Kentucky Association of Student Receivable OfficersKASRO