1. Effective
Communication, E-
mail Etiquettes,
Workplace Ethics
& Time By CA
Management Vivek
& Swathi
S

2. Agenda
1 Communication
2 Why E-Mail Etiquettes ?
3 Other common modes of
communication
4 Office Ethics
5 Striking Balance between
6 articlship & studies
Time Management
Suresh &
Co.,

3. Communication
• The imparting or exchanging of
information or news ( Verbal or non-
verbal)
• It is very simple as well as complex.
Effective Communication :
extends the concept to require that
transmitted content is received and
understood by someone in the way it was
intended.
Empowering Communication :

4. Importance of
Communication
Convey
Getting Value Building
information
things done Addition relationship
as it is

5. Tips for Effective
Communication
• Be a good listener
• Pay attention
• Be Consistent
• Common ground
• Self-belief
• Never argue
• Have empathy not sympathy
• Repeat what you have understood
• Keep a check on your gestures/body

6. Essentials of written
communication
Date
Addressing the
person
Reference
Subject
Body of the
letter
Closing
remarks
Signature
Enclosures

7. Other commonly used modes
Teleconference and Web
of Communication
conference etiquette
- Round of Introduction
- Reduce all possible distraction
- Be considerate
- Keep an eye on time
- Attention to ppt or files being
shared
- Dress appropriately
- Do not eat or drink during the video

8. WHY EMAIL ETIQUETTE IS
IMPORTANT
Professionalism
Protection
from Efficiency
liability

9. FOCUS ON 8
Clarity
C’s
Include examples and other visual aids when
desirable
Conciseness
Shorten Sentences by creating one idea per
sentence
Correctness
Be sure of what you are conveying
Do not short forms in the mails
Completeness
Answer all questions asked

10. Consideration
tHInk From tHE rECIpIEnt’s poInt oF vIEw
24 Hour Rule
Courtesy
Respect the recipient
Apologize where-ever required
Construction
Use a Descriptive & Catchy Subject Line
Greet Right
Always Use your Signature
Common Sense
Use as efficiently as possible

11. Do’s & Don’ts
• Be very specific with the use of
bold, italic or underline font style
• Paragraph and line spacing should
be legitimate and visually
appealing
• Read the email thrice before you
send it
• Reply with original message only,

12. ConED…
• Use Follow Up Flags
• Use CC: field sparingly
• Use the Bcc: field while you do not
want all addressee to know who
all are being mailed the same
matter
• When in Bcc, do not reply. They are
sensitive mails

13. Contd..
• Don't reply to an email message when
angry, as you may regret it later. Once
the message has been sent, you will not
be able to recover it
• Avoid religious, libelous, defamatory,
offensive, racist, communal or obscene
remarks
• Do not use email to discuss confidential
information
• Do not use Jargons unless you know its
meaning

14. Poor Usage
Examples
No subject lin

15. The Hot Potato
Closing
The hot potato or action item
closing technique is a means of
ending a letter with a clear
understanding of what the next
step is.
While concluding your email;
• Mention clearly of your

16. A CAnDIDAtE’s
Application
Dear Sir,
This has reference to your advertisement
calling for a typist and an accountant –
mAlE or FEmAlE…As I m botH For tHE pAst
several years and I can handle both; I m
applying for the post.
Thanks & Regards,
Ankit Agarwal

17. Did you know ??
Daily approximately 180
billion emails are sent &
An estimated 100 billion
of these emails may be
unsolicited

18. Poor Usage
Examples
Discussion that could have been
done on the phone !!

19. Remember
• Don’t AlwAys usE outlook – Just
because email is easier, pick up
the phone or meet in person.
Don’t HIDE bEHInD your ComputEr
monitor!
• Constructive confrontation or

20. Preference
sSize : 11
• Calibri
• Trebushet
• Times New Roman
• Georgia
• Verdana
• Cambria
• Tw Cen Mt

21. Take
Care of
Take
Yourself
Care of
your
Superviso
Take
r
Care of
your
Company

22. Integrity
Confidentiality
Subject knowledge
Patience
Effective Communication
Smart Work
Time Management
Common sense

23. General
Instruction within two
• Pick up the telephone
rings. Positive greeting. Give a proper
s reply. Pass on proper message
• Give feedback/update as required
even if the job is not completed do not
hesitate.
• Do not think that you can do all the
work plan/delegate the work.
• Write down work given by seniors and
give feedback promptly.

24. • Be in a professional attire
especially at client
place/meetings etc.,
• Use one side waste papers
whenever possible. Check print
preview before printing.
• If there is any doubt ask and clear
the doubt. Do not hesitate.
• Do not argue with seniors
unnecessarily.
• Do not gossip

25. CA Final
exams
Articleship

26. Benefits of passing CA
after Articleship
Good Communication And Power To
Tackle People
Ability To Take Up Responsibility
And Plan Things Properly
Virtual Insight On The Tasks And
Complexities We Would Face After
Completing CA
Employable/Contributor from
Day 1

27. Making out of
Articleship
LOVE THE JOB Assigned by the Senior
Read The Journals & Related CA Books
regularly
Apply The Theoretical Knowledge To Practical
Situations
Assume Responsibility
Develop Good Relation With The Principal

28. Studi
es
Work
Responsi
bilities
Right
Attitude

29. Tips for
Smart
Work
along with
time

30. Managing your

time tasks and manage
Learn to delegate, share
upwards as well as down.
 Maintain high expectations, and people will
live up to them.
 Use facts, not emotions. Be clear about the
subject from the basics.
 Go through the entire file before starting
work on any new work.
 Take interest in what others are trying to
achieve.

31. Managing your
Manager
• bE AwArE oF your boss’s workInG
patterns, and try to adapt to them.
• Bring more than one thing at a time to
discuss with your manager.
• Know thy managers expectations and
tailor the way you work to fit in with
your mAnAGEr’s ExpECtAtIon.

32. THANK YOU!
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