The word etiquette is believed to have its origin from the French word “une euitte” which meant a ticket or a placard given to the visitors in the court of King Louis the XIV. It contained the exhaustive list of rules of behaviour for every action and situation encountered in court. These detailed the clothes one would wear for a function or event, the manner one should greet another, the way one should dance etc . Etiquette is so important that the first known book on was written by PTAH-HOTEP (TA-OTE) in 24OO B.C. There is often very little difference in products and services from one business to another, what distinguishes one individual from the other is their interpersonal skills. Know how to treat others with respect and courtesy. Being at ease and being able to put others at ease is what gives businesses the competitive edge. Many of the rules have been around for centuries and others have appeared as the result of recent lifestyle changes. Business etiquette and social etiquette are not the same thing, but do overlap. Increased presence of women in the workplace and technology. Netiquette is a term coined to designate the rules of etiquette on the internet.
This refers to the first 12 words that come out of your mouth when you first meet someone. Make sure to say thank you, think upfront what you will say, make sure that you say their name, say “you” before you say “we” and “we” before you say “I” Standing and sitting upright, watch the way you walk~ people make assumptions on the way you walk. For example if you walk fast people think that you are very important as opposed to walking slow which makes people think that you have not a care in the world and don’t care when you make it there. The first 12 inches are from your shoulders to the top of your head. For women, your hair, make up and accessories are noticed. Men should be clean shaven, with appropriate shirt collars, ties and jewelry. (no big chains). The last 12 inches are from your knees to your feet. Check out shoes (people checking out each other’s shoes is a natural instinct), make sure that they are in good condition, and are appropriate. The socks for men should be of cotton (which for business they should come up over the calf, to cover legs when they sit). Shoes for women should have heels of no more than 2 ½, 3 inches.
You can control your image and the way you are perceived to be. You can therefore, if you want, be perceived as a charming person, who is polite, intelligent, professional and well mannered by the way you look, sound and speak. ROLE PLAY: Have a few participants (2 at a time ) come up front. !. Ask them to greet each other. Meeting for the first time. 2. Ask one of them to walk in and greet the other. 3. One could be a Branch Manager and the other the P.O. reporting for duty at the Branch for his on the job training ask him to introduce himself and greet the Branch Manager. PROCESSING OF ROLE PLAYS: Observe the following: Image, Stance, Posture. Tonality, pitch of the voice, timbre (confidence) should reflect the energy level. Words used in greeting. State of mental preparedness. LEARNING OUTCOMES OF THE ROLE PLAYS: Even a simple greeting can create a favourable or unfavourable impression. People form an impression at first sight…what were the impressions created during the role plays. Did you project a professional, competent image? Did you project a self confident image? YOU LACK CONFIDENCE , LOOK ANXIOUS , SHOW LACK OF INTEREST OR BOREDOM if you are… Fiddling with objects Tapping foot or finger Resting your head on hand Crossing & uncrossing your legs Folding & unfolding of arms Shrugging Touching hair Constantly touching or rubbing your face Crossing & uncrossing of legs Shifting from side to side
This is one of the most important things we do in business. Have your fingers extended, thumb out to side, and make contact palm to palm, close thumb and give a slight squeeze, go up and down about 1 ½ to 2 times. At business events, at first meetings, when leaving, during or right after an introduction, to congratulate someone, to thank someone, when you haven’t seen someone in a while, when greeting people in your office. When you have a cold~ but explain why you are not shaking hands. When the other person’s hand is occupied. Avoid the dead fish, the glove, the finger tip or bone crushing handshakes. Always be ready to shake hands, keep your right hand free and be sure to hold purses, briefcases, cups etc…with your left hand. If you are sitting (women) be sure to stand to shake hands in a business setting. When you say, “ it is a pleasure to meet you ” the listener must feel that you believe it to be a pleasure and that you are not stating it for the sake of saying so. Your voice should Reflect pleasure and your body language must be enthusiastic, warm and effusive. Handshakes to avoid: The Pull In: This person holds on to your hand to pull you closer or direct you through a door or toward a chair. This is a somewhat manipulative handshake. Because this type of person is a controller who what things done a certain way, he or she may not be a good team player. If the organizations goals conflict with this persons goals, there will be a problem Be aware that this is what will be the impression created. The Two Handed Shake: The higher the left hand, the greater the manipulation and control. This is a favorite handshake of politicians, because it implies a quick sincerity and intimacy.This person is trying to sell you something that is not really there e.g.. “We’re great buddies.” It is also called the “used car salesman” handshake. The Topper: The dominant party in this handshake is palm facing down. Like a winner of a wrestling match, the hand on the top is clearly in control. This handshake says, “I’m in charge, I’m the Boss.” It tends to be the handshake of the conventional boss or manager who manages through control. The Finger Squeeze/ The Bone Crusher: Used to keep someone at a comfortable distance. This kind of handshake will hurt your hand. This is a very insecure person who equates brute strength with personal power. They use their hands as weapons to dominate and overpower people. The Palm Pinch: Usually given by a woman who hasn’t learned how to shake hands properly or has a fear of intimacy. This person will tend not to be very good at interpersonal skills. The Limp Fish : Tends to drain your energy. This person tends to be somewhat passive or apathetic.This type will usually be better with computers, machines and information than with people.The limp fish probably won’t have the energy and interest necessary to be in a managerial position. THE PROPER HANDSHAKE: Firm, but not bone-crushing Lasts about 3 seconds May be &quot;pumped&quot; once or twice from the elbow Is released after the shake, even if the introduction continues Includes good eye contact with the other person Hold your drink in your left hand to avoid a cold, wet handshake
When you do not know others do it immediately. This will clue others to do the same. Introduce the least important person to the most important person. For example “Mr. Gupta I would like to introduce to you Mr. Patel, our Deputy General Manager.” When responding say “hello, it is nice to meet you”, and get the conversation started, be sure to give and get information from the other person. No, running away is not an option! Just say, I’m so sorry I have just forgotten your name. Be sure to apologize! Or say “ have you two met each other” and that sometimes will get the ball rolling. To remember other peoples names, be sure to say their name on the first part of the conversation and at logical times. Don’t be thinking about what you will say next and miss the person’s name, this will keep you from hearing it and remembering it. Get a story about a person’s name, this will also help you remember. Rules: Always make the introduction Introduce the most important person first Give information about the introduced person Smile and make eye contact Introduce yourself a lot Being able to introduce people and explain who they are makes everyone feel comfortable. Always state your name – A person who states their name clearly right up front is saying to the world, I am _________ (and I am proud, confident and honest, TO BE REFLECTED IN THE VOICE).Please be aware of common errors made while introducing self ( to be made aware off in a non controversial tonality). Avoid introducing self by saying “ I, Myself….”, “Myself….” The ability to confidently introduce yourself or others demonstrates that you are at ease and in control. Who introduces who? Traditionally, a man is always introduced to a woman. Not necessarily in business. Highest person of rank is mentioned first. Remember: “Big, may I introduce Small.” A younger person is always introduced to an older person It is helpful to include the persons title Always state your name.
Stereotyping - Making a blanket generalization about a group of people based on limited experience. Disrespect – Degrading others by accepting their wishes We may not necessarily like or agree with everyone, you just need to respect them Generalizations – Not getting the big picture Look at what the government is telling us. We are told to be on high alert, but to live our lives normally Be patriotic, but don’t discriminate. Everyone with Middle Eastern characteristics is not a terrorist, but they could be. People respect you Benefits of being culturally Sensitive: Less conflict: Problems are easily solved;Business is more successful – meaning more job security. Respecting Gender and Sexual Differences: Best Rule of thumb - Never make jokes or snide remarks about gender or sexual preference. What people do in their private lives is exactly that : Private.
To overcome mingling phobia prepare yourself in advance. Know what is going on in the world/current events. Call and find out who will be at the event to prepare yourself for people who will be there. Early bird- at least 5 minutes in advance, that way you are not playing catch up and trying to get yourself into conversations that have already begun. See the people you want to see. Opportunities will present themselves. Stand about 15 feet from the door and at 45 degrees, that way you can see everyone who comes in. Have a plan, you should already know who will be there since you prepared, you have found who you want to talk to. Be in and out of conversations, make them quick, this way you can float around the room. Get good exit lines…have you had any of the food or drink? Practice these lines to end a conversation but be graceful. Don’t sit or stand with people from your office. Sit with people you want to build relationships with. Don’t become part of the clean up crew- know when to leave. Pay attention to the clock. To get into the conversation- 3 or more people are a group, don’t interrupt them, ease into the conversation. Preferably find one or two people not in conversation or light conversation.
Once again prepare. People that talk too much or too fast seem nervous and insecure. People who talk at the wrong time are viewed as inconsiderate. Eye contact and a smile are essential to a positive impression. Looking at others says that you are paying attention and are interested in what they are saying. Maintain eye contact between 50 to 60% of the time. Smiling can make all the difference in the world, it relaxes the other person and it says that you are a friendly and confident person. All the well-heeled shoes and suits can never make up for a tense or unhappy facial expression. Take responsibility for the small talk, approach people, and get the conversation going. Engaging in small talk prior to a meeting helps establish a friendly relationship with others. This is a learned skill which requires a genuine interest in others. Use icebreakers to get the conversation going…share some information about self, talk about a common interest. Ask questions that are going to generate more conversation, not just yes or no questions. This will keep the conversation going and will leave out uncomfortable silences. Some of us think that a good conversation is when you do all the talking, when in fact, it happens when you listen more than you talk. It is knowing when to talk, when to listen, and most especially how to listen.
Have cards printed on nice paper and it should include all the important information such as your company name and logo, name, title, address, phone and fax number, and email if you have one. Have your card in a convenient place. It is suggested that you have a nice carrying case. Don’t hand out a card that is tattered and torn or wrinkled, your card is an extension of your personality and it will show if you treasure your cards. Hand out your card in a way that the receiver can read it. And as the receiver, acknowledge something about the person. This shows that you read the card. You might mention something about the logo or comment on the office location. Think of something! Use selective judgment when handing out your card. Don’t just deal them like a deck of cards. Don’t ask for cards during a meal, wait until the meal is over. Never, never exchange cards at a social function. Doing this will make you look opportunistic and can be insulting to your host/ess Don’t give outdated cards. Never cross out outdated information and put new information. Take the time to make new cards. Exchange cards with people you want to build a relationship with.
Hands belong out in the open in business! Above your neck- fiddling with hair, fingers in nose or mouth. It makes you appear nervous or uneasy. In your pockets~ looks like you are hiding something, unsure of yourself, arrogant Behind your back~ Eastern people are uneasy with this position again they may think you have something to hide or are ill at ease. Your hands should rest at your side when standing. On other people~ Don’t touch others unless you really know them, this can lend itself for an uncomfortable situation. No matter how well intentioned, a pat on the back or a touch on the arm can be misunderstood. Under the table~ forget what your mother told you about keeping your hands on your lap. Hands belong on the table where they can be seen. Rest your arms at wrist level. Keep your distance, don’t stand too close or too far away. About arms’ length is a good length Remember the way you stand and where your hands are sends a message.
Over 75% of business is conducted by phone. Every phone contact is an opportunity to build customer relations. By the same token, a single phone call handled improperly can result in not just one lost customer, but maybe several. Unhappy callers will not keep the negative experience to themselves. It is not what you say, but how you say it! Make it a point to smile when you are talking on the phone. It may sound strange, but the smile comes out in your voice. Greet the caller with a professional Hello or good morning followed by the Bank/Branch name, your name and may I help you? Avoid eating or drinking while on the phone, those sounds are magnified when you are on the phone since it is right there next to your mouth. 5 Forbidden phone phrases: I don’t know- instead say I’m not sure but let me find out Just a second- instead be truthful and let them know the actual amount of time We can’t do that- instead we wish we could do that but unfortunately… You will have to- instead you will need to NO! If you must place the person on hold, ask them- may I put you on hold …not “please hold” then push the hold button instantly. Also let them know how long the wait will be. When transferring be sure to advise the caller you are doing so, and that the person is there to answer the phone. Don’t just push the button when the caller asks for whom they wish to speak. Phone calls can get disconnected, so be sure to let them know the number you are putting them through to so they can call back. Use these phrases when screening phone calls: May I? Let me… Don’t use fill in the blanks like … And your name is… Calling regarding… You are with who… When handling irate callers use the ASAP method…Apologize, Sympathize, Accept, Prepare to help. Don’t use child like or parental behavior. Things to avoid saying: She has not made it in yet….She is out sick….She is tied up….Please call back…. I have no idea where she is
Voice Mail Keep your greeting short and current. Make sure there is a way for them to reach a live person. Record special instructions early on the message, be sure to return all calls by the end of the business day. Plan ahead when leaving a message. Give name and number at beginning of message that way if they miss it they just have to listen to the beginning of the message to catch it. Speak slowly and spell your name if you need to. You may want to repeat your name and number at the end. Email Always use the subject header, create new headers as necessary, check your spelling, grammar and punctuation! Most email composers have a spell check feature. Limit the length of the message, personalize your message with usage of name eg Dear Sharma, and have a signature with all your contact information. Never forward an email message without asking for permission. Be sure to never email confidential information, you never know where this information will end up. Cell Phones Picture yourself in a phone booth. Excuse yourself and don’t carry on a conversation in front of other people, this is rude. Don’t scream, keep your voice to a minimum. The person on the other side of the street does not want to know your business. Never carry a cell phone into a meeting without first turning it to silent, vibrate or turning it off. Having it otherwise is rude and inconsiderate. If you must have it on, let others know you are expecting a call. For example, your child is sick and had to stay at home alone. In other words, it is an emergency. Speaker Phones This is often used and abused! Never put someone on speaker phone without their permission. Explain why must you use speaker phone. If you are not told why you are on speaker phone and wish to not be on it let the caller know that you wish he would pick up the receiver.
People judge us by the way we dress, whether we like it or not! In all situations our dress sends a message. If you wish to promote yourself and your organization, you need to know what constitutes appropriate business dress. One size does not fit all! Dress for the banking industry, the job you have, the position you have, the region of the country you are in, the climate, what the customer expects to see. For personal props and accessories use the rule of 13. Start counting your accessories: Earrings count as 2 Watch Bracelets Belt and buckle Shoes and adornments Pins Scarves Rings Purse Briefcase Etc. When you have reached 13 you are at your limit. Or you can just turn away from a mirror and then turn and face it and the first thing that catches your eye take off…not clothing wise! Of course. Business casual is one notch down from business professional, not from a suit to jeans. That is going from one extreme to another. It is not your favorite set of old comfy clothes. Don’t dress casual if you are having a meeting.
The art of writing a letter is almost a lost art! Before faxes, email, phones, cell phones, voicemail, and answering machines people actually took the time to write letters. There is no better way to build business than thru letters. They bring a human touch to our sometimes impersonal business dealings. There are few gestures in business more impressive than handwriting a letter or a note. Personally writing your letter says that you value the other person enough to go to some extra trouble. What if your handwriting is hard to read? Unless it is totally illegible, it is still better to handwrite notes. With some time and effort you can improve your handwriting. You should always send a handwritten note if: Someone has given you a gift You have been a guest at someone’s house Guest at lunch or dinner or a party Someone has done you a favor You are replying to an invitation You are sending condolences Recognizing a birth, a marriage or a graduation You need to apologize Don’t write on both sides of your letterhead, use a second page. If using a fold over note with monogram, use the inside of the bottom half of the folded note. If no monogram you can use the topside of the first page. The color of the ink should match the stationary. You should use mostly black ink. Save the gel pens for personal notes. Writing a thank you note in business is one of the smartest moves you can make. This lets the receiver know that you have taken more than a few minutes to do a simple act. Keep it brief, that is why it is called a note. If several people involved in the action you are thanking for, be sure to thank them individually. Send thank you’s with in 24-48 hours, but the sooner the better! Always use the title of the person on the envelope. A handwritten or keyed envelope is preferred to an address label. Use a return address on your envelope.
Getting Seated Men should pull out a chair for a woman. However, the server most likely will pull the chair out for the woman. If you are with a group, follow the host/hostess lead. Sit when they sit. Napkin Use Meal begins when the host unfolds their napkin Place napkin on your lap. Fold dinner napkin in half. If you need to leave the table, place napkin on the chair indicating that you are returning. The host will signal the end of the meal by placing their napkin on the table. Follow by placing yours neatly to the left of the plate. Do not refold the napkin or wad it up. Ordering from the menu Ask the server about items you are uncertain about. Women are usually asked for their orders first. Do not order the most expensive item or two courses unless suggested by the host/hostess Minding your posture Sit up at the table. Do not support yourself with your forearms or elbows. Do not fidget at the table.
Many of the rules of manners have to do with seemingly unimportant details. Does it really matter if your shoes are not shined, if your business card is out of date, if you don’t stand to shake hands, or if you skip the small talk and get right down to business? Everyone of those details counts in your quest for success and your search for excellence. If you have any doubt, look around you at the successful people. Note their behavior and you will see that they follow the rules of etiquette and pay attention to the fine points. J.W. Marriott said it best– “It’s the little things that make the big things possible.”
13 1 4 1 Ss Business Etiquette
WHAT IS BUSINESS ETIQUETTE? <ul><li>Rules that allow us to interact in a civilized fashion </li></ul><ul><li>Code of behavior that is grounded in common sense and cultural norms </li></ul><ul><li>Manners matter in the workplace </li></ul>
TWO KINDS OF ETIQUETTE <ul><li>Social etiquette: </li></ul><ul><li>Based on chivalry-on the concept that </li></ul><ul><li>the lady, the aged and the weak have </li></ul><ul><li>to be protected. </li></ul><ul><li>Business etiquette: </li></ul><ul><li>Has its origins from the Defence Services. It is based on power and hierarchy. </li></ul>
FIRST IMPRESSIONS THE RULE OF 12 IN BUSINESS YOU NEVER GET A SECOND CHANCE TO MAKE A FIRST IMPRESSION. <ul><li>The first 12 words </li></ul><ul><li>The first 12 steps </li></ul><ul><li>The first 12 inches </li></ul><ul><li>The last 12 inches </li></ul>
THE FIRST IMPRESSION – 10 SECONDS Visual – how you look?-----------55% Vocal – how you sound?---------38% Verbal – what you say?-----------07% Ref:Dr Albert Mehrabian, Prof of Psychology at the Univ of California in his book “Silent Messages” The first impression is made on nonverbal perceptions of behaviour & appearance.
THE BUSINESS HANDSHAKE Handshakes are the physical greetings that go with your words~ Unknown <ul><li>How to shake hands </li></ul><ul><li>When to shake hands </li></ul><ul><li>When not to shake hands </li></ul><ul><li>Handshakes to avoid </li></ul>
INTRODUCTIONS IN BUSINESS I look upon every day to be lost, in which I do not make a new acquaintance~ Samuel Johnson <ul><li>Introducing yourself </li></ul><ul><li>Introducing others </li></ul><ul><li>Responding to introductions </li></ul><ul><li>What to do when you can’t </li></ul><ul><li>remember names </li></ul><ul><li>Secret to remembering names </li></ul>
CONFLICT IN THE WORKPLACE <ul><li>Stereotyping </li></ul><ul><li>Disrespect </li></ul><ul><li>Generalizations </li></ul><ul><li>Lack of Awareness </li></ul>
MIXING AND MINGLING IN BUSINESS <ul><li>Prepare in advance </li></ul><ul><li>Arrive early </li></ul><ul><li>Position yourself </li></ul><ul><li>Work the crowd </li></ul><ul><li>Don’t clump </li></ul><ul><li>Know when to leave </li></ul>
SECRETS OF A GREAT CONVERSATIONALIST <ul><li>Prepare </li></ul><ul><li>Make eye contact & smile </li></ul><ul><li>Take responsibility </li></ul><ul><li>Use icebreakers </li></ul><ul><li>Ask the right kinds of questions </li></ul><ul><li>Be a good listener </li></ul>
EXCHANGING BUSINESS CARDS <ul><li>Carrying your card </li></ul><ul><li>Presenting your card </li></ul><ul><li>Receiving a card </li></ul><ul><li>When to exchange cards </li></ul><ul><li>With whom to exchange cards </li></ul><ul><li>Never leave the office without a good supply. </li></ul>
BODY LANGUAGE <ul><li>A person’s posture, facial expressions, and gestures send messages. </li></ul><ul><li>Sometimes the message is loud and clear; sometimes its is open for interpretation. </li></ul><ul><li>Five places NOT to put your hands in business </li></ul>
COMMUNICATING IN A HIGH-TECH WORLD The telephone is like the theatre~ when the phone rings you are on. Be a star! <ul><li>Answering the phone </li></ul><ul><li>Managing the hold button </li></ul><ul><li>Transferring calls </li></ul><ul><li>Effective screening techniques </li></ul><ul><li>ASAP method </li></ul>
Voice Mail/Answering Machine Tips <ul><li>Your voice mail greeting </li></ul><ul><li>Leaving a message </li></ul><ul><li>Do’s </li></ul><ul><li>Don’ts </li></ul>E-mail Rules Cell Phones Speaker Phone <ul><li>Picture a phone booth </li></ul><ul><li>Lower your voice </li></ul><ul><li>Turn it off </li></ul><ul><li>Give notice it may ring </li></ul><ul><li>Ask for permission </li></ul><ul><li>Ask for the need </li></ul>
DRESSING FOR THE OCCASION By the time we meet and converse, we have already spoken to each other in an older more universal tongue.~ Allison Lurie, Author of “The Language of Clothes”. <ul><li>Business professional attire </li></ul><ul><li>Personal props and accessories </li></ul><ul><li>The real meaning of business casual </li></ul>
CORRESPONDENCE IN BUSINESS <ul><li>To key or write by hand? </li></ul><ul><li>Front, back or sideways? </li></ul><ul><li>The color of the ink </li></ul><ul><li>Thank you notes </li></ul><ul><li>Addressing the envelope </li></ul>
BASIC TABLE MANNERS <ul><li>Let’s get seated </li></ul><ul><li>Proper napkin use </li></ul><ul><li>Ordering from the menu </li></ul><ul><li>Minding your posture </li></ul><ul><li>Excusing yourself </li></ul>
TABLE MANNERS <ul><li>Eat with your mouth closed, sound of </li></ul><ul><li> your chewing should not be heard. </li></ul><ul><li>Do not speak with food in your mouth. </li></ul><ul><li>Do not make sounds while drinking liquids. </li></ul><ul><li>Do not use toothpicks at the table. </li></ul><ul><li>Do not put your elbows on the table. </li></ul>
TABLE MANNERS <ul><li>Do not yawn, sneeze, cough or belch without covering your mouth. If unavoidable say, “Excuse me”. </li></ul><ul><li>If a person at a table takes a pill do not be inquisitive. </li></ul><ul><li>Do not drop pieces of biscuits in your coffee/tea. </li></ul><ul><li>Do not blow your nose or gargle in the basin. </li></ul>
SUMMARY <ul><li>Manners will make the difference in whether you get that customer, a promotion, or that sale! </li></ul><ul><li>Business etiquette is simply about feeling and showing kindness and respect for those around you. It is about exercising good judgment. </li></ul><ul><li>Stop to hold a door, offer to help with a heavy package, or go out of your way to say thank you! </li></ul>