Business Etiquette 101
Business Etiquette 101
Business Etiquette 101
Open office spaces, where most people work without doors, encourage teamwork
and creativity. But they also mean working closely with otherssometimes too
close for comfort.
Even if there arent four walls and a door marking the area, you need to respect
everyone elses work space. Eight etiquette rules:
1. Dont prairie dog. Walk around the partition to see a neighbor, instead of
popping your head over the top. And as you walk down the passageways, dont
peek into each workstation.
2. Pretend that workstations have walls. Dont barge into a work area that has
no door. Lightly tap on the wall near the opening or say Excuse me to announce
your arrival. Never assume its OK to enter someones work space unless he or
she signals you to do so.
More than 30% of people surveyed by Harris Interactive said people talking loudly at work is
one of their biggest pet peeves. Employees who talk loudly on the phone and in person can
hurt productivity and morale, plus create tension among employees.
Advice: Send out an email reminding employees about your noise policy (if you have one)
and the need to respect co-workers work space. Most people probably arent even aware that
theyre causing the disruption.
3. Allow co-workers to complete calls. Dont try to interrupt with sign language
or lurk just outside the cubicle. Drop a note on the desk or return later.
4. Grant your neighbors private time. Stagger lunch breaks to provide everyone
a few minutes alone at their desks.
5. Move conversations from hallways. Lead the group youre talking with to a
conference room or other common area so you dont disturb co-workers who are
trying to concentrate.
6. Dont chime in to conversations you hear over the wall. Whether its a work
question you can answer or a private conversation youd rather not hear, ignore
comments that arent directed at you.
7. Keep lunch in the kitchen. Or, when you absolutely cant leave your desk for a
meal, choose foods without strong odors, and dispose of your trash in the kitchen,
not in your own wastebasket.
8. Turn down the volume. Mute any sound effects on a screensaver, set your
phone ringer on low (and send callers directly to voice mail when you wont be
able to answer), set your personal cell phone to silent mode and minimize the
volume of any computer alarms.
Casual. Corporate casual. Business casual. Smart casual. Resort casual. Dont
leave meeting attendees baffled about your events dress code.
Explain what you mean by business casual or corporate casual, etc. with
examples of appropriate attire for men and women. One events resort casual
2016 Business Management Daily http://www.BusinessManagementDaily.com 3
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encouraged wearing jeans, while another explained that shorts were acceptable,
but not denim or cutoffs.
Strike the right tone in offering your advice to attendees, whether its a formal
suits are not appropriate or a friendly leave your ties at home!
If you will be attending a meeting where the dress code is unclear, conduct casual
research: Contact someone in the host organization, talk with previous attendees to
learn what people really wear (ties are encouraged, but no one wears one) or seek
the advice of experts at a clothing shop that caters to businesspeople.
Knowing whether or not to tell your CEO that he has spinach stuck in his teeth is
one sure test of your business etiquette skills. (Answer: Tell him, but discreetly.)
How would you handle the two difficult or embarrassing situations below?
Solution: Normally, youd put forgotten pages in a tray beside the copier, for
people to claim later. In this case, though, deliver the document in person, advises
Peter Post, author of The Etiquette Advantage in Business and great-grandson of
Emily Post.
And dont peruse its contents. Save the person any worry, writes Post, by
volunteering: I didnt read this when I opened the copier lid, but I could tell it was
private and thought Id drop it by.
Situation 2. The boss is expecting a visitor any moment, and you notice his fly is
open. You wonder whether you should tell him or just hope someone else does.
Solution: If youre a man, tell him. If youre a woman, ask one of the guys in the
office to let him know.
Showing consideration for your co-workers isnt merely polite. Those surveyed for the
staffing firm Office Angels said theyre more likely to help considerate co-workers, and that
those colleagues are more deserving of promotion than annoying office mates.
Dont dismiss the impact of annoying habits: More than a third of office workers say theyve
considered switching jobs to escape the irritation.
A good, well-timed handshake to pair with your smile is a sure way to stand out,
whether youre at the company picnic or an industry conference.
Heres how important it is: A prospective employee with the best handshake is
more likely to get the job, research shows.
Even if youre not a job-seeker, a good handshake will grant you instant rapport
when meeting someone new. With that in mind, heres a refresher course on the
business protocol of the perfect handshake:
Focus on the person youre shaking hands with. Look directly into the
persons eyes during the handshake.
Keep your grip firm and assertive but not too tight. General rule of
thumb: Grasp as tightly as the other person does.
Two up-and-down pumps are adequate. The shake should last about
three seconds.
Two-handed handshakes are a sign of real affection, so steer clear of
them when meeting new people.
Be ready to shake hands, regardless of your gender or the other
persons. He or she will remember that you extended your hand first.
Your friend at work gets handed a pink slip, and now you feel awkward. So
awkward, in fact, that youre tempted to do nothing. But thats the last thing you
should do.
React quickly, or risk appearing insensitive. Even if you can say only, Im
sorry. And I dont know what to say.
Set up a gathering, once the initial shock has faded. Make it just the two of you
or invite others, so you have time to say goodbye outside the office. Keep it
focused on the person, and understand that some things are out of our control,
advises psychologist Kenneth E. Reinhard.
Avoid morphing into a self-help book. You dont need to have all the answers,
so keep it simple. You want to say that youre feeling for them right now, but
keep it simple, Reinhard says. You dont have to do much more than be an
outlet.
Dont indulge in office gossip. If you get together with your buddy post-layoff,
steer the conversation away from sour office topics, such as who might be laid off
next. Youre preventing that person from moving on, Reinhard says.
When a VIP comes to your office, how do you dole out extra-special treatment?
Being friendly and responsive is the key to treating VIPs well, says etiquette
expert Peter Post.
Example: Stand up, say: Hello, Mr. Smith. Let me tell John youre here. Go to
Johns door, as opposed to calling him, open it for the VIP guest, then close it
behind him. These are nice, simple things you can do. And youll be remembered.
Deliver a heads-up to the boss. Even if you wouldnt normally give your boss a
five-minute warning before an appointment, this would be a time to do it. That sets
the stage. Youre giving him that moment to get ready, Post says.
Shoo away distractions so youre not caught juggling when the VIP arrives. If
someone comes to your desk with a problem, be direct in asking her to wait.
Example: I want to help you with that problem, but I know Mr. Smith is about to
arrive and I need to give him my full attention. Ill get back to you.
Make small talk only if you observe a clear signal. I think part of the smartness
of an admin is an ability to read people, Post says. If the VIP ends up waiting a
minute or two, youll need to evaluate whether to attempt chitchat. If he whips out
a newspaper, dont try to make conversation. If he sits and smiles at you, then ask
about the weather.
And, please, converse without going into controversial topics, Post advises.
Turn a growling caller into a purring, pleased customer with these telephone
etiquette techniques:
Bite your tongue. When someone screams on the phone, your first thought may
be, What a jerk! But that attitude will only poison an already-tenuous
relationship with the caller. Instead, stay calm and listen.
Empathize and apologize. When the caller runs out of vitriol, show that you
understand why the person is angry. Example: I know this has been frustrating
for you, Mr. Smith, and Im sorry that Ms. Jones has not returned your call. Note:
Use the callers name and speak in complete sentences, not single words such as
Yes or No, which sometimes sound rude.
Take one for the team. Accept responsibility for the problem even if youre
not to blame. Example: I should have made it clear that, although our manager
will be returning to the office today, shes tied up in meetings until the afternoon.
Ask, What would you like me to do? This shows that youre there to help.
Offer a fallback. Never end a call with I cant do that. If you cant do what
the caller asks, tell him or her what you can do. Example: I cant interrupt that
meeting, Mr. Smith, but I can pass along the message to call you as soon as it
ends.
Some employees can tolerate co-workers swearing and rude behavior, but dont
even dream of touching their yogurt or ham sandwiches. The most offensive thing
an office worker can do is steal colleagues food from the office fridge, says a
TheLadders.com survey of 2,500 U.S. employees.
A full 98% agreed that fridge raiding was unacceptable workplace etiquette.
Respondents also cited, in order: bad hygiene, bad habits, drinking on the job,
swearing, wasting paper, cooking smelly food in the microwave and referring to
their smartphones and other digital devices during meetings.
1. Post a copy of the clean-fridge policy on the refrigerator door, so no one will
have any excuses.
2. Make it easy for people to label containers with their names and expiration
dates by keeping a marking pen and tape in the kitchen.
3. Promote safe food storage by posting the USDAs cold storage chart. Sample
guidelines:
Dont leave perishable food sitting at room temperature for more than two
hours. (Instead of leaving office party leftovers on the counter for everyone
to share, leave a note directing people to the food in the fridge.)
Make sure the refrigerator is set below 40 degrees, the magic number
needed to slow bacteria growth.
Not only is there no such thing as a free lunch, but those birthday cakes for co-
workers can cost you, too.
Its not unusual to be asked to help pay for celebrations at the office, such as
birthdays and baby showers. In a survey by OfficeTeam, more than 75% of
respondents said employees chip in at least once a year; 15% said employees
receive donation requests monthly.
Avoid asking colleagues for too much too often by following these office protocol
guidelines from OfficeTeam:
Keep it selective. Asking a new hire who has never met the mom-to-be to
contribute to a baby shower is unfair. Instead, extend the invite to those
who are most familiar with the person receiving special attention.
Keep it reasonable. Rather than specifying a dollar amount, ask co-
workers for voluntary contributions of any size toward buying a cake, gift
or other item.
Keep it low-key. Send a general email announcement or circulate a
donation envelope for anonymous contributionsthats preferable to a
personal plea, which can make people feel uncomfortable.
Who hasnt started writing a thank-you or condolence note, only to encounter the
big um after the first sentence?
The big um is when you get your first couple of words out and wonder, Whats
next? says Angela Ensminger, co-author of On a Personal Note: A Guide to
Writing Notes with Style (Hallmark). That blank paper is very intimidating.
3. Build the relationship. This is the most important step, says Ensminger.
What youre saying here is: Your relationship matters, and Im proving it by
taking the time to write this note. In business relationships, time taken is worth
everything. If theres a bell curve of emotion to a personal note, this is the top of
it.
That key step is often missing in personal notes, adds Ensminger, so doing it well
will set you apart from the crowd. As you write, take into consideration how close
your boss is to the recipient and whats coming up next in the relationship.
Managers are always looking for ways to tell the team thanks. Appreciation is one of the few,
affordable ways to retain and motivate everyone. Follow these tips to put your sentiments
down on paper:
Example: We feel fortunate to have spent so much time with you. We look
forward to seeing you again at the XYC convention next year.
4. Restate why youre writing. Example: Again, thanks for your visit.
Bottom line: It takes practice, but the payoff is huge. Ensminger says, People
still get a jolt when they look in their mailbox, and theres something other than a
form letter in there.
Here are five etiquette rules for business meals, according to Robin Jay, author of
The Art of the Business Lunch: Building Relationships Between 12 and 2.
1. Never, ever talk with your mouth full. Instead, take small bites so you can
quickly swallow if somebody asks you a question, Jay says.
2. Come prepared with a few casual, non-business topics in mind. It helps you
avoid awkward silences. People enjoy giving their thoughts on subjects like travel,
sports and movies.
4. Know your lunch partners business. Its especially key when your tablemate
is someone youd like to impress, but the rule holds true regardless. The fewer
times you have to say (or think), I didnt know that! the more impressed the
other party will be. How to steal this idea: Take a few minutes to do a Google
search before you leave for lunch.
5. Put some thought into choosing the right restaurant. Too casual or
inexpensive and the person may not feel valued. Too expensive and they may
perceive you as wasteful. When in doubt, suggest that the other person pick the
place.
Bonus tip: If youve ever wondered when (and how much) to tip an airport
skycap, cab driver, pizza delivery person or furniture delivery person, go online to
The Original Tipping Page. The site offers advice on various tipping moments,
plus a tip-rate chart for your wallet.
If reaching for reference materials requires moving a handful of beads you brought
back from Mardi Gras, your personality may be overpowering your professional
image.
Personalizing our office space is tempting because we spend more awake hours
there than anywhere else. But strike a balance by answering these questions about
your cubicle dcor:
1. Who will see it? A receptionist in an office with many VIP visitors obviously
enjoys less freedom of expression than someone whose workplace hosts few
2. What does it say about you? Great choices for office decorations tell visitors
something about you that might spark a conversation. A photo of you crossing the
finish line in a marathon might inspire others as well as yourself. But a wall of
blue ribbons hints at either boasting or insecurity. If doodads and figurines obscure
your computer and desktop, dont be surprised when others question your
commitment to work. And while live plants add a splash of color, a dead one
screams Neglect!
3. Is it distracting? Although cubicle walls may block your items from view, they
still may disturb others. Avoid screensavers and toys with sound effects, or fresh
flowers each week if your neighbor suffers from allergies. Judge whether a candy
dish on your desk offers hospitality, unwelcome temptation or an invitation to
distractions from work.
4. Does it go overboard? Show off a few prize pieces from your collection, not
hundreds of frogs. The test: If its impossible to take a professional-looking photo
of you from any angle in your workstation, youve surrounded yourself with too
many items unrelated to work.
Just like professional dress in the workplace, seek cues from the corporate culture,
your manager and others you respect about whats appropriate in your workplace.
1. Send the right message with your email sign-off by mirroring, says Judith Kallos,
creator of www.NetManners.com, a site dedicated to online etiquette.
In business, you want to maintain the highest level of formality until the other person indicates
otherwise, she says. Let the other side set the level of familiarity.
2. Unless your organization specifies otherwise, you need not respond to email messages
if your name is in the cc field, says productivity expert Laura Stack. And dont reply simply to
confirm receiving a message, since most email systems allow the sender to request a receipt
if needed. Reply only if you cant handle an assignment in the time frame expected.
3. Find out whether youve been rude via email at www.NetManners.com. Youll find
business email basics, Netiquette forums for discussion, even a Netiquette Questions?
section that allows you to pose your own questions and receive personal advice. Brush up on
proper manners and be part of the trend toward more courteous exchanges online.
Office party etiquette is simple: Dont do anything that you dont want the entire
company to be talking about for several years to come. Contrary to popular myth,
an office party is not the place to wear a lampshade on your head. Keep your
dignity, and respect the dignity of others.
Birthdays
A common practice is for the birthday persons co-workers to provide a cake and a
small in-office party. Flowers from the boss are also a nice touch. A birthday card
for a co-worker celebrating the special day is always considerate, but birthday
gifts are never required in business. An executive may choose to give small gifts
to special staffers, such as a long-time assistant. Theres no need for employees to
give gifts to the boss, unless the working relationship has extended over many
years or the employee is socially close to the boss and his or her family.
Weddings
Although all wedding invitations require a written acceptance or regret, you are
not required to attend the weddings of all employees who send invitations. If you
receive an invitation from someone who is not in your department or is not your
superior, feel free to send your regrets. A gift is not required for these events, but a
note congratulating the newlyweds is a thoughtful touch.
If invited, executives should attend the weddings of their staff and senior-level
managers. If they cant attend, executives should still send a gift. Among peers,
wedding invitations are common and should be treated as social events. Except
when invited to the wedding, employees are not required to give their bosses
wedding presents. In any event, a wedding gift from a subordinate to a boss need
not be lavish.
Baby showers
If you are invited to a baby shower, you should follow the personal rules you have
established for contributing to office celebrations. It is not essential that you attend
the shower or give a gift to every company employee who has a baby. However,
executives should give shower gifts to their close colleagues, assistants and
immediate staff. You may choose to send others a card or a personal note.
Retirement parties
When an executive retires, a party is standard protocol. At a retirement party, the
company should give the person a gift based on his or her length of service and
seniority.
The retirees staff and immediate boss may wish to give him or her a present in
addition to the official corporate gift. The best gifts are small presents that express
how much the retiree will be missed at the office.
Q. I occasionally escort business visitors around our office and introduce them to
our executives. Im never sure whose name and title to say firstthe visitors or
the executives. Whats the proper protocol?
Letitia: Always start with the more important persons name. For example, if
youre showing your CEOs new executive assistant, Susan Flynn, around the
office, youd say: Jim, I'd like to present Georges new executive assistant, Susan
Flynn. She has just transferred here from our offices in Pasadena. Susan, this is
Jim Farnsworth, our corporate counsel, and youll be seeing a lot of him.
If you get confused, relax: The important thing is to say the names of both people
clearly. They'll take it from there.
Letitia: Tell everyone well before your big day that youre having a small
wedding, so no one will feel left out. Invite only very essential friends from the
office, including your boss (but not your bosss boss!), his or her spouse, and
perhaps your two closest friends. Your family members should take priority over
co-workers, as should close friends from other parts of your life.
If youre lucky enough to have a group of supportive, close friends at work, ask
them to give a simple, no-frills cocktail party in honor of your wedding a couple of
weeks before it takes place. Then you can invite everyone from work, and they
will feel caught up in the excitement of the wedding and look upon this event as if
it were a reception.
Letitia: I presume most people want these special occasion meals for office
colleagues to be amusing, memorable and pleasant from every aspect. The big
obstacle to success is when the bill is presented. There is fumbling and mumbling,
indecision and objections. The conversation at bill-paying time might go like this:
Is $10 enough?
The way to solve this is always to split it according to how many people are in
attendance. The total should include the cost of the guest of honors meal, plus the
gratuities for everyone. If you feel you were cheated by spending less this time, it
will probably even out the next time, or the time after that, when you will be
spending more than the others. It almost always comes out in the end.
2016 Business Management Daily http://www.BusinessManagementDaily.com 16
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To split a large check 10 ways is easy. To calculate each persons charges, butter
pad by butter pad, spoils the party.
Q. Whats the proper procedure when a group of people are approaching a closed
door? If I (a female) arrive first, I usually open the door and hold it for others, but
I notice that makes some people (particularly older males) uncomfortable.
Letitia: We spend too much time worrying about who should go through the door
first. The important thing is just to get through it!
If you hold the door for a man who is clearly embarrassed by it, rest easy in the
knowledge that you wont see many more men like him. Hes obviously of the
outgoing generation of businessmen whose touches of chivalry are no longer the
norm. Just be thankful you once knew a real gentleman.
Of course, you can avoid this problem by simply not being the first person at the
door. Let someone else be the first.
If you find yourself stuck with holding the door for what seems like an
interminably long line of people, step away from the door and let someone else
cope with it. You shouldnt be left holding the door for the whole world.
Letitia: When you present your business card to someone, youre handing
yourself to that person, so it pays to remember these business card etiquette tips:
To gracefully exchange cards while talking to people before a meeting, hand the
other person your card, saying: I hope you wont mind if I give you my card, and
I would appreciate having yours, also. I would enjoy discussing some things
further with you, and now is obviously not the time.
Read the other persons card before you put it away, then follow up with a call
within a day or two. Never present your card when the recipient is talking to
someone else, hurrying to an appointment, talking on the telephone, or eating and
drinking.
Q. I work in a wing of office suites with two cubicles for another assistant and me.
My neighbor almost constantly makes noise, tapping pens, making squeal noises
(Aaahhh, Hmmmm, etc.) while shes reading or whatever, humming, clearing
her throat over and over it goes on and on.
Its driving me crazy listening to this all day. She has already been addressed
about the noise level, and it has improved, but I still have to listen to it all day. Do
you have any suggestions, other than wearing headphones or earplugs?
Letitia: Have a confidential talk about this problem with your supervisor or
someone in human resources. Dont be dramatic about it. Just say that youre
supersensitive to noise, and that your cubicle colleague is driving you nuts.
Mention four noisy things she does all the time, and then lay off describing her so
negatively. Throw in a compliment or two about how valuable she is in her work.
Add that youve tried not to let her noisiness get to you, but it has affected your
work. Then, ask meekly: Is it possible that either she or I could be moved away
from the other? Then, follow with I know I must sound unreasonable to you, but
Im proud of my work and I dont wish to be working less than effectively because
of this problem.
If the boss or human resources person recognizes how valuable your work is, he or
she will honor your request ... and your noisy co-worker never has to be any the
wiser.
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need an expensive round of paintball to gain the benefits of team building exercises, but you do need to squeeze the
most out of them. This report provides teamwork examples, exercises and tips for leading winning teams. Go from
being a manager who oversees people to a leader who molds them into winning teams with these 17 team building
ideas.
www.businessmanagementdaily.com/TeamBuildingIdeas
In this era of downsizing and the quest for efficiency, businesses of all sizes are asking employees to take on extra tasks
to boost productivity. Has your job turned into one of those stretch jobs? If so, you may be looking for a better way
to get more done in less time, reduce stress and stop burning the midnight oil. Read about calendar management,
keyboard shortcuts, running productive meetings, setting up agenda templates and using tech tools for project
management with these 10 time management tips. Learn to prioritize your tasks and stop working in a crisis mode all
the time
www.businessmanagementdaily.com/TimeManagementTips
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