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Communication
BEST PRACTICES
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
Meetings EmailsPresentations Telephone
MEETING PURPOSE
 To Make an Announcement (i.e. org change, sales
report, financial update, etc.)
 Confine the meeting to the specific purpose and
discussion about it
 One Member Reports
 Nothing but the purpose should be discussed, by
the person who called the meeting (facilitator)
 Several or All Members Report
 Limit questions to clarification with no opinions
(save opinions for meeting close or another time).
Preparatory information should be distributed
prior to meeting. Confine member reports to a
predetermined amount of time
 Meeting Summary
 The facilitator should summarize the meeting
results, any required actions and related
timelines/deadlines
FACILITATION
 Establish the meeting type (see left)
 Arrange meeting (Outlook) and communicate
appropriate details to attendees (purpose, time, date,
location, attendee preparation)
 Prepare appropriate room size, technical needs,
handouts, room temperature, refreshments, etc.
 Explain meeting protocols (questions, member
timelines, bathroom/refreshment breaks, hand phones)
 Ensure all members are introduced
 State meeting timelines and adhere to them
 Allow one person to speak at a time
 Redirect stray conversations back to meeting agenda
 Post topics (on a whiteboard) that warrant a separate
meeting or discussion and follow-up
 Summarize meeting action items, identify who is
responsible and any related timelines – disseminate
summary by email if necessary
Tips
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
POWERPOINT
 Is my presentation succinct, organized and easy to
understand?
 Do I use an appropriate template and style
(formal/informal)?
 Do I use consistent formatting (bullets, font size)?
 Do I use appropriate words and phrases?
 Do I use graphics appropriately (charts, pictures, etc.)?
 Are text and graphics appropriately sized and
consistently located
 Do I use spell check?
 Are key points highlighted or summarized?
 Are acronyms defined the first time they are used?
 Do I give correct credit or references to information
where due?
PRESENTOR
 Do I know my audience?
 Do I project confidence?
 Do I read the PowerPoint or do I speak to the
audience? (hint: speaking is best)
 Do I prepare my audience by summarizing what will
happen during the presentation (ex. who I am,
introductions, presentation purpose, formal/informal,
interaction, handouts, meeting duration time, bathroom
breaks, refreshments, etc.)
 Am I interactive with my audience (ex. ask questions?)
and do I speak clearly and slowly?
 Do I use appropriate body language, eye contact and
gestures?
 Do I stay on time?
 Do I close with a summary?
 Do I close the presentation with an opportunity for the
audience to learn more (email questions, make the
presentation available to them, etc.)?
Meetings EmailsPresentations Telephone Tips
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
INTRODUCTION
 Do I understand the context, intent and the type of
email?
 Am I aware of the organizational impacts?
 Do I include the appropriate people and understand
their role and relevancy to the topic?
- "To" (main recipient and persons for action related
items)
- "Cc" (copied for awareness, but with the
opportunity to provide input)
BODY
 Am I clear, concise and only include relevant
information (no unnecessary details)?
 Do I summarize the email, when forwarding to others?
 Do I communicate what actions will happen, by whom,
and any related timelines?
 Do I anticipate questions? (ex. will my email create
more questions than it answers)
 Do I utilize formatting tools (i.e., bullets, fonts, size,
color) and spell check?
 Do I define acronyms and/or slang?
TIPS
 If an email is tense or unclear break the cycle of send
and respond – pick up a phone
 If an email generates emotion, read again; reassess
the message
 Avoid “Flaming” (strong emotions or opinions in email)
– pick up a phone
 Send important emails only when you have had time to
clearly think about the content and message (allow
one day to think about it)
 Printing a draft can be very helpful and easier to
review
 Understand the context, organizational awareness
(audience) and purpose of your email
 Is the email organized in a way you would like to
receive it, if it came from someone else?
 Emails are a permanent record (regardless if you
delete)
 When you are wrong, promptly admit it
Meetings EmailsPresentations Telephone Tips
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
PLANNED
 Determine the need for a call (versus in-person or
email)
 Know what you want to accomplish
(results/objectives), through the call
 Arrange call with recipient by email and list:
 convenient time
 who will call
 call attendees
 agenda
 objective or desired results
 Conduct call and do not allow other distractions
 Forward information (email) to recipients PRIOR to call
if it will help their understanding of important topics
 Follow up and arrange another time to discuss
unplanned topics that arise from the call
UNPLANNED
 Identify self/caller and purpose of call
 Accept call or reschedule for a later time
 Seek complete understanding of conversation topics
 Summarize follow-up actions for topics and related
timelines
 Recap conversation by email (bullet points), if
necessary
Meetings EmailsPresentations Telephone Tips
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
BOOKMARK THESE HELPFUL WEBSITE LINKS
 Meeting Facilitation Tips: http://www.facilitate.com/Facilitation10Tips.html
 On-Line Dictionary: http://www.hyperdictionary.com/
 PowerPoint Presentation Tips: http://www.iupui.edu/~webtrain/tutorials/powerpoint2000_basics.html
 Sample Business Letters: http://www.4hb.com/letters/
 Email Netiquette: http://www.library.yale.edu/training/netiquette/
 Negotiation Tips: http://www.beyondintractability.org/essay/negotiation/
Meetings EmailsPresentations Telephone Tips
http://uliko.squarespace.com/free-tools/
Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.

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Communication Best Practices

  • 1. Communication BEST PRACTICES http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
  • 2. Meetings EmailsPresentations Telephone MEETING PURPOSE  To Make an Announcement (i.e. org change, sales report, financial update, etc.)  Confine the meeting to the specific purpose and discussion about it  One Member Reports  Nothing but the purpose should be discussed, by the person who called the meeting (facilitator)  Several or All Members Report  Limit questions to clarification with no opinions (save opinions for meeting close or another time). Preparatory information should be distributed prior to meeting. Confine member reports to a predetermined amount of time  Meeting Summary  The facilitator should summarize the meeting results, any required actions and related timelines/deadlines FACILITATION  Establish the meeting type (see left)  Arrange meeting (Outlook) and communicate appropriate details to attendees (purpose, time, date, location, attendee preparation)  Prepare appropriate room size, technical needs, handouts, room temperature, refreshments, etc.  Explain meeting protocols (questions, member timelines, bathroom/refreshment breaks, hand phones)  Ensure all members are introduced  State meeting timelines and adhere to them  Allow one person to speak at a time  Redirect stray conversations back to meeting agenda  Post topics (on a whiteboard) that warrant a separate meeting or discussion and follow-up  Summarize meeting action items, identify who is responsible and any related timelines – disseminate summary by email if necessary Tips http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
  • 3. POWERPOINT  Is my presentation succinct, organized and easy to understand?  Do I use an appropriate template and style (formal/informal)?  Do I use consistent formatting (bullets, font size)?  Do I use appropriate words and phrases?  Do I use graphics appropriately (charts, pictures, etc.)?  Are text and graphics appropriately sized and consistently located  Do I use spell check?  Are key points highlighted or summarized?  Are acronyms defined the first time they are used?  Do I give correct credit or references to information where due? PRESENTOR  Do I know my audience?  Do I project confidence?  Do I read the PowerPoint or do I speak to the audience? (hint: speaking is best)  Do I prepare my audience by summarizing what will happen during the presentation (ex. who I am, introductions, presentation purpose, formal/informal, interaction, handouts, meeting duration time, bathroom breaks, refreshments, etc.)  Am I interactive with my audience (ex. ask questions?) and do I speak clearly and slowly?  Do I use appropriate body language, eye contact and gestures?  Do I stay on time?  Do I close with a summary?  Do I close the presentation with an opportunity for the audience to learn more (email questions, make the presentation available to them, etc.)? Meetings EmailsPresentations Telephone Tips http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
  • 4. INTRODUCTION  Do I understand the context, intent and the type of email?  Am I aware of the organizational impacts?  Do I include the appropriate people and understand their role and relevancy to the topic? - "To" (main recipient and persons for action related items) - "Cc" (copied for awareness, but with the opportunity to provide input) BODY  Am I clear, concise and only include relevant information (no unnecessary details)?  Do I summarize the email, when forwarding to others?  Do I communicate what actions will happen, by whom, and any related timelines?  Do I anticipate questions? (ex. will my email create more questions than it answers)  Do I utilize formatting tools (i.e., bullets, fonts, size, color) and spell check?  Do I define acronyms and/or slang? TIPS  If an email is tense or unclear break the cycle of send and respond – pick up a phone  If an email generates emotion, read again; reassess the message  Avoid “Flaming” (strong emotions or opinions in email) – pick up a phone  Send important emails only when you have had time to clearly think about the content and message (allow one day to think about it)  Printing a draft can be very helpful and easier to review  Understand the context, organizational awareness (audience) and purpose of your email  Is the email organized in a way you would like to receive it, if it came from someone else?  Emails are a permanent record (regardless if you delete)  When you are wrong, promptly admit it Meetings EmailsPresentations Telephone Tips http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
  • 5. PLANNED  Determine the need for a call (versus in-person or email)  Know what you want to accomplish (results/objectives), through the call  Arrange call with recipient by email and list:  convenient time  who will call  call attendees  agenda  objective or desired results  Conduct call and do not allow other distractions  Forward information (email) to recipients PRIOR to call if it will help their understanding of important topics  Follow up and arrange another time to discuss unplanned topics that arise from the call UNPLANNED  Identify self/caller and purpose of call  Accept call or reschedule for a later time  Seek complete understanding of conversation topics  Summarize follow-up actions for topics and related timelines  Recap conversation by email (bullet points), if necessary Meetings EmailsPresentations Telephone Tips http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.
  • 6. BOOKMARK THESE HELPFUL WEBSITE LINKS  Meeting Facilitation Tips: http://www.facilitate.com/Facilitation10Tips.html  On-Line Dictionary: http://www.hyperdictionary.com/  PowerPoint Presentation Tips: http://www.iupui.edu/~webtrain/tutorials/powerpoint2000_basics.html  Sample Business Letters: http://www.4hb.com/letters/  Email Netiquette: http://www.library.yale.edu/training/netiquette/  Negotiation Tips: http://www.beyondintractability.org/essay/negotiation/ Meetings EmailsPresentations Telephone Tips http://uliko.squarespace.com/free-tools/ Copyright ゥ 2008-2009, Chris Linn’s “Communication Best Practices”. All rights reserved.