Module 1: Getting Started

Module One: Getting Started

Welcome to the Business Etiquette workshop. Success in any industry relies on relationships, whether with co-workers, clients, suppliers, or investors. When you’re well-mannered and considerate in dealing with others, you create engaging, productive, and long term business relationships. As such, it is important to learn, not just the technical side of a business, but how to conduct one’s self in the company of others.

This is where business etiquette comes in. This workshop will introduce participants to business etiquette, as well as provide guidelines for the practice of business etiquette across different situations.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning that the learning occurs more easily and rapidly. With that in mind, let’s review our goals for today. By the end of this workshop, participants will be able to:

  • Define etiquette and provide an example of how etiquette can be of value to a company or organization.
  • Understand the guidelines on how to make effective introductions.
  • Identify the 3 C’s of a good impression.
  • Identify at least one way to minimize nervousness while in social situations.
  • Understand how to use a business card effectively.
  • Identify and practice at least one way to remember names.
  • Identify the 3 steps in giving a handshake.
  • Enumerate the four levels of conversation and provide an example for each.
  • Understand place settings, napkin etiquette, and basic table manners.
  • Understand the protocol in ordering in a restaurant, handling alcohol in a business meal, paying the bill, and tipping.
  • Understand basic guidelines when it comes to the proper form of address, grammar standards, and use of acronyms in e-mails.
  • Understand basic guidelines in the use of the telephone, voicemail, and cell phone.
  • State the difference between a formal and an informal letter.
  • Create an effective ‘Thank You’ note.
  • Understand the meaning of colors in dressing for success.
  • Differentiate among the dressy casual, semi-formal, formal and black tie dress code.
  • Understand basic guidelines in international etiquette.

Pre-Assignment Review

The purpose of the Pre-Assignment is to think about etiquette principles you are already practicing, and situations where you could use greater awareness/ practice of business etiquette.

As a pre-assignment, think of 3 business activities you conducted in the past 7 days. Focus on activities where there’s interaction with other people. It doesn’t have to be a big activity; it may be routine work like meeting with a client or replying to queries online.

After coming up with 3 activities, write how you had practiced good manners or professional courtesy for each activity; as much as possible, express the response in behavioral terms.

Lastly, what else could you have done in that situation to express good manners and professional courtesy?

The following table could be of help for this activity: