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History and Etymology
 Variously defined as politeness, consideration,
thoughtfulness, good manners and behaviour
 Treating others as you would like to be treated –
with caring, thoughtfulness and courtesy
 The earliest treatise that was written on etiquette
was in 2400 BC by a member of the Egyptian Royal
Court, Ptah Hotep
 Comes from the French words ‘une equitte’ - a
placard or ticket
 The ticket was handed out to everyone who
attended The Sun King’s Court – Louis XIV
 The little ticket would detail dress, forms of
greeting, dance, food and drink
 Non-compliance would result in banishment from
the court
 That would be the equivalent of being a social
outcast in Noble society!!!
 Be considerate of others
 Treat others the way you want to be treated
 Get to meetings and to work on time
 Not making personal remarks
 Not being overly familiar
 Using handkerchiefs when you cough/sneeze
 No mobiles to intrude on another’s space
 Opening doors
 Giving compliments
 Avoid vulgarity
 Not interrupting when someone else is doing
the talking
 Not talking with the person next to you when
someone else is presenting
...is usually the last
 Visual How you look 55%
 Vocal How you sound 38%
 Verbal What you say 07%
No. Attribute Scale 1-10 Why?
1 Ability
2 Age
3 Aptitude – sporty, cultured
4 Background
5 Career Potential
6 Cleanliness
7 Confidence
8 Determination
9 Dynamism
10 Education
No. Attribute Scale 1-10 Why?
11 Health and Wellbeing
12 Honesty
13 Intelligence
14 Meticulousness
15 Orderliness
16 Personality
17 Poise
18 Sense of Humour
19 Sincerity
20 Wealth
The Silent Communiqué
 Stance would be erect with hands side by side
 Legs would be straight but not rigid
 Shoulders would be rolled back
 Breathing would be even
 Weight would be just forward of centre
 Head would be held high
 Open hands/arms - nothing to hide
 Closed hands/arms – uneasy/defensive
 Hands clasped behind back – confident
 Hand clasping wrist behind back – frustration
 Hand clasping forearm behind back – nervous
 Open stance - confident
 Crossed legs – Insecure
 When seated:
◦ Legs outstretched and hands behind head –
overconfident
◦ Legs crossed and arms folded - defensive
 Fiddling with objects
 Touching hair
 Constant touching/rubbing your face
 Crossing/uncrossing legs
 Rubbing hands together
 Shifting from one side to another
Feature Action Message
Eye Blinking Nervous
Eye Contact Fixed stare I am trying to intimidate you
I will not let you get away
Smile Does not come to the eyes
Smile after every sentence
I do not believe what I say
I am unsure of myself
Face Contraction on forehead
Twitches
Frown
Screwed up eyes
Tensed lips
Frequent blinking/chewing
lips/biting
I am worried
I do not understand
I am not confident
I am stressed
I am nervous
I am scared
Making Physical Contact
 Fingers close together
 Thumb extended
 Straightforward hand
 Palm up – submissive
 Palm down – dominating
 Palm perpendicular to ground – business-like
 The ‘bone-crusher’
 The ‘dead fish’
 The Business Handshake
 Hands together
 Fingertips just below the chin
 Head slightly inclined
 Good for Indianised meetings
 Internationally, good in an informal setting
 Inadvisable at business meetings
 Shows over-familiarity with prospective
business partners
 Meeting with new prospects along with a
current associate can be the exception
 Extremely rare at business meetings
 Can happen between ladies
 Cheek-to-cheek only
 Kiss the AIR!!!
 Acceptable in Middle Eastern Cultures and
European countries, NOT elsewhere
 Happens only in the Far East
 Typically in Japan
 You may follow suit but be sure that the bow
itself is formal and not ‘kowtowing’
 ‘How do you do’?
 The response is NOT ‘Fine, thank you’.
 The CORRECT response is ‘How do you do’?
 American:
◦ ‘Hi! I’m ABC XYZ. How do you do’?
◦ ‘Great, thanks. And you?’
 Remember to SMILE!!!
A ‘Who-to-Who’
 Introduce the younger to the older
 Introduce your company peer to a peer in
another company
 Introduce a junior to a senior executive
 Introduce a fellow executive to a client
 Introduce a non-official to an official person
 Introduce the younger to the older
 Introduce a gentleman to a lady
 Always use the full name at the first
introduction between people
 Respect titles: Ms., Mrs., Dr., Prof. etc.
 Respect government titles even more:
President, Ambassador, Minister, Colonel,
General, Commissioner, Inspector etc.
 Never use nicknames at the first go!
 ‘I am so pleased to meet you, Mr. ABC XYZ’.
 Always use the full name with the correct title
the first time
 Only on the person insisting, use the first
name and offer the same liberty to the person
 And for God’s Sake, get the pronunciation
RIGHT the first time!!!
 If someone has forgotten your name, mention
it in passing to avoid embarrassing the
person in front of others
 Know the background
 Know the pronunciation, get it right
 Stick to the basics
 Never cross the 90-second rule
 Never say, ‘He/She needs no introduction’
 Then what are you there for???
 Remember, at introductions, your client
outranks even your CEO!
Bosses and Beyond
 Always use the full name, with correct title
 Never get familiar with a person’s name on the first
contact – phone, mail and especially in person
 Make sure your peers, juniors and specifically your
support staff are clear on this
 The Boss’ first name use is good
 Never take it for granted
 Judge - My Lord
 An Ambassador - Your Excellency
 A King - Your Majesty
 A Minister - Minister
 A Mayor - Mayor
 A Bishop - Father
 A Priest - Brother/Father
 A Nun - Sister/Mother
 Holy man - Panditji/Maulvi Sahab
 Elder/Senior - Sir/Ji (Indian only)
What your card says and how
 Standard Size: 85mm x 55mm
 Most companies have a template
 Personalised cards
◦ Print on single side
◦ Have the essentials
◦ Correct title, if applicable
◦ Men should not mention ‘Mr.’ specifically
◦ Ladies can mention ‘Ms./Mrs.’, as applicable
 Present card with type face-up and facing the one
it is presented to
 Senior Executives: Never thrust your card at them;
Wait till you are asked
 Make eye-contact when handing over
 Be selective: In a large group do not give cards to
everyone; seems pushy and looks like you are there
to sell something they may not want
 Do NOT give your card to everyone you meet;
irritating and could regret a stranger misusing it
 Socially: An exchange between two people, do not
make a show of it
 Better not to give a card than one that is soiled,
damaged, outdated cards; get a new set at the
earliest (remember to carry it for the next meeting)
 5-star or Udupi: No cards to surface
 If it is a must, be very discreet
 Ideally, do not discuss business during a meal
Mind it!
 Stick to one language, preferably English, even
when speaking with your team mates
 With others, never assume that they do not
understand your lingo
 Business partners do a lot of research and learning
before they come to the table
 NEVER assume that a non-Indian would not know
Hindi or another major language
 Learn how to say ‘Please’ and ‘Thank You’ in your
business partner’s language
 If you do not know, find out
A Fine Art indeed!
 Gossip
 Criticising others, especially colleagues
 Religion
 Politics
 Long personal anecdotes
 Stories with sexual undertones
The Bell Curse!
 Lasting impression
 Smile
 Answer between the 2nd and 3rd ring
 Always identify yourself
 Focus on the call
 Be helpful
 Hold: Give the option to wait or call-back
 Thank them for holding on
 Tone
 Problem: empathise and apologise
 Listen, don’t hear
 Be calm, choose your words carefully
 Clear and natural
 Offer to find out and revert if unknown to you
 Transfer on necessity
 Messages: re-check and be prompt
 Thank them for calling
 Complaints: Concerned and polite
 Return ALL calls
The reason you are!
 Be punctual
 Present your card at the reception
 Sit where you are told to; if too many chairs, ask
which one to sit in
 Sit after your customer
 Don’t dump stuff on the table or the floor
 Bags on the floor beside you
 Don’t fidget with stuff on their table
 Leave as soon as business is over
 Say thanks for the meeting within 24 hours
 Alert the reception
 Make sure there is a meeting room/place
 Refreshments on stand-by
 No obligation to meet before appointed time
 If you are delayed, inform them in advance
 Apologise for the delay
 Greet them at your office door
 See them off, at least to the elevator
Be prepared!
 Be punctual
 Do your homework
 Ask where to be seated
 Stick to the agenda
 Remember Body Language
 Never interrupt
 Keep your jacket on!
 Keep business cards ready; in pristine condition
The Trap!
 7:30 – 8:00 AM
 Maximum 1 hour
 Best places are 24-hour coffee shops
 Stick to places with a buffet breakfast
 Definitely no alcohol
 12:00 noon – 2:00 PM
 Maximum 2 hour
 Can prepare for this in the first-half
 Get to the point as soon as the orders are placed
 Decisions, if any, during dessert
 Avoid alcohol
 If the client has a drink, order for them, you decline
 3:30 – 4:00 PM
 More informal
 Less time-consuming
 Make sure there are some ‘bites’
 No alcohol
 Junior most host pours the tea
Don’t become the
entertainment!
 Sit opposite at a horizontal table, always
 No gossip
 No finishing the other’s sentence
 Not too personal
 No flirting
 Discuss business just before the main course
 No open-mouth chewing
 No elbows on the table
 No yawning
 Dress well
 Give a three-day notice
 Reconfirm on appointed day, 3 hrs. before time
 All other rules remain the same
 Begin business with the main course
 Main discussion during dessert and coffee
 Ask questions
 Encourage conversation
 Napkin on the table only when ready to leave
 Maitre d’ - Rs. 100-500
 Server - 10-20% of the bill
 Sommelier - Rs. 50-100
 Parking - Rs. 10-20
The Final Frontier
 Olives with pits are eaten in bites, pit in plate
 Shrimps: 1-2 bites, single dip, tail in plate
 Bites: single dip, napkin below the bite
 Spray factors: be very careful
 Temperature: the inside of the snack is always
hotter than the cool outside
 Disposal: Never spit, transfer to napkin and then
find a bin
 Sparkling
◦ Champagne
◦ ‘methode champenoise’
 Still
◦ Red
◦ White
◦ Rose
 Fortified
◦ Sherry/Port
 Vintage
 Young and Old
Webonomics
 Client parties
 Company party
 Social activity
 Fund raisers
 Clubs
 Trade organisations
 Business clubs
 Be aware
 Plan
 Dress appropriately
 Business cards
 Practice self-introduction
The Global Village
 Road:
◦ Bus
◦ Taxi
◦ Hired car
◦ Self drive
 Train
◦ Seated
◦ Berths
 Air:
◦ Economy
◦ Business
◦ First
 Company Guest House
 Hotels
 Friends/Relatives
Walk on eggshells!!!
 Diaries
 Appointment books
 Leather wallets
 Pen stands
 Visiting card cases
 Clocks
 Calculators
 Stationery: pens, pencils, letter openers, bookends,
paper weights, calendars, notepads
 Accessories: ties, cufflinks, openers, glassware
Bias no more
 Hold the door
 MEN first: Revolving doors, escalators
 Everywhere else: LADIES FIRST
 Men do not have to stand up for a lady
 Colleagues can split the bill
 No condescension
 No patronising
 NO physicality
 R-E-S-P-E-C-T
That’s all folks!!!
Ijaz Shaikh
Grey Worldwide
2012

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Business etiquette

  • 1.
  • 3.  Variously defined as politeness, consideration, thoughtfulness, good manners and behaviour  Treating others as you would like to be treated – with caring, thoughtfulness and courtesy  The earliest treatise that was written on etiquette was in 2400 BC by a member of the Egyptian Royal Court, Ptah Hotep
  • 4.  Comes from the French words ‘une equitte’ - a placard or ticket  The ticket was handed out to everyone who attended The Sun King’s Court – Louis XIV  The little ticket would detail dress, forms of greeting, dance, food and drink  Non-compliance would result in banishment from the court  That would be the equivalent of being a social outcast in Noble society!!!
  • 5.
  • 6.  Be considerate of others  Treat others the way you want to be treated  Get to meetings and to work on time  Not making personal remarks  Not being overly familiar  Using handkerchiefs when you cough/sneeze  No mobiles to intrude on another’s space  Opening doors  Giving compliments
  • 7.  Avoid vulgarity  Not interrupting when someone else is doing the talking  Not talking with the person next to you when someone else is presenting
  • 9.  Visual How you look 55%  Vocal How you sound 38%  Verbal What you say 07%
  • 10. No. Attribute Scale 1-10 Why? 1 Ability 2 Age 3 Aptitude – sporty, cultured 4 Background 5 Career Potential 6 Cleanliness 7 Confidence 8 Determination 9 Dynamism 10 Education
  • 11. No. Attribute Scale 1-10 Why? 11 Health and Wellbeing 12 Honesty 13 Intelligence 14 Meticulousness 15 Orderliness 16 Personality 17 Poise 18 Sense of Humour 19 Sincerity 20 Wealth
  • 13.  Stance would be erect with hands side by side  Legs would be straight but not rigid  Shoulders would be rolled back  Breathing would be even  Weight would be just forward of centre  Head would be held high
  • 14.  Open hands/arms - nothing to hide  Closed hands/arms – uneasy/defensive  Hands clasped behind back – confident  Hand clasping wrist behind back – frustration  Hand clasping forearm behind back – nervous
  • 15.  Open stance - confident  Crossed legs – Insecure  When seated: ◦ Legs outstretched and hands behind head – overconfident ◦ Legs crossed and arms folded - defensive
  • 16.  Fiddling with objects  Touching hair  Constant touching/rubbing your face  Crossing/uncrossing legs  Rubbing hands together  Shifting from one side to another
  • 17. Feature Action Message Eye Blinking Nervous Eye Contact Fixed stare I am trying to intimidate you I will not let you get away Smile Does not come to the eyes Smile after every sentence I do not believe what I say I am unsure of myself Face Contraction on forehead Twitches Frown Screwed up eyes Tensed lips Frequent blinking/chewing lips/biting I am worried I do not understand I am not confident I am stressed I am nervous I am scared
  • 19.  Fingers close together  Thumb extended  Straightforward hand  Palm up – submissive  Palm down – dominating  Palm perpendicular to ground – business-like  The ‘bone-crusher’  The ‘dead fish’  The Business Handshake
  • 20.  Hands together  Fingertips just below the chin  Head slightly inclined  Good for Indianised meetings  Internationally, good in an informal setting
  • 21.  Inadvisable at business meetings  Shows over-familiarity with prospective business partners  Meeting with new prospects along with a current associate can be the exception
  • 22.  Extremely rare at business meetings  Can happen between ladies  Cheek-to-cheek only  Kiss the AIR!!!  Acceptable in Middle Eastern Cultures and European countries, NOT elsewhere
  • 23.  Happens only in the Far East  Typically in Japan  You may follow suit but be sure that the bow itself is formal and not ‘kowtowing’
  • 24.  ‘How do you do’?  The response is NOT ‘Fine, thank you’.  The CORRECT response is ‘How do you do’?  American: ◦ ‘Hi! I’m ABC XYZ. How do you do’? ◦ ‘Great, thanks. And you?’  Remember to SMILE!!!
  • 26.  Introduce the younger to the older  Introduce your company peer to a peer in another company  Introduce a junior to a senior executive  Introduce a fellow executive to a client  Introduce a non-official to an official person
  • 27.  Introduce the younger to the older  Introduce a gentleman to a lady  Always use the full name at the first introduction between people  Respect titles: Ms., Mrs., Dr., Prof. etc.  Respect government titles even more: President, Ambassador, Minister, Colonel, General, Commissioner, Inspector etc.  Never use nicknames at the first go!
  • 28.  ‘I am so pleased to meet you, Mr. ABC XYZ’.  Always use the full name with the correct title the first time  Only on the person insisting, use the first name and offer the same liberty to the person  And for God’s Sake, get the pronunciation RIGHT the first time!!!  If someone has forgotten your name, mention it in passing to avoid embarrassing the person in front of others
  • 29.  Know the background  Know the pronunciation, get it right  Stick to the basics  Never cross the 90-second rule  Never say, ‘He/She needs no introduction’  Then what are you there for???  Remember, at introductions, your client outranks even your CEO!
  • 31.  Always use the full name, with correct title  Never get familiar with a person’s name on the first contact – phone, mail and especially in person  Make sure your peers, juniors and specifically your support staff are clear on this  The Boss’ first name use is good  Never take it for granted
  • 32.  Judge - My Lord  An Ambassador - Your Excellency  A King - Your Majesty  A Minister - Minister  A Mayor - Mayor  A Bishop - Father  A Priest - Brother/Father  A Nun - Sister/Mother  Holy man - Panditji/Maulvi Sahab  Elder/Senior - Sir/Ji (Indian only)
  • 33. What your card says and how
  • 34.  Standard Size: 85mm x 55mm  Most companies have a template  Personalised cards ◦ Print on single side ◦ Have the essentials ◦ Correct title, if applicable ◦ Men should not mention ‘Mr.’ specifically ◦ Ladies can mention ‘Ms./Mrs.’, as applicable
  • 35.  Present card with type face-up and facing the one it is presented to  Senior Executives: Never thrust your card at them; Wait till you are asked  Make eye-contact when handing over  Be selective: In a large group do not give cards to everyone; seems pushy and looks like you are there to sell something they may not want  Do NOT give your card to everyone you meet; irritating and could regret a stranger misusing it
  • 36.  Socially: An exchange between two people, do not make a show of it  Better not to give a card than one that is soiled, damaged, outdated cards; get a new set at the earliest (remember to carry it for the next meeting)  5-star or Udupi: No cards to surface  If it is a must, be very discreet  Ideally, do not discuss business during a meal
  • 38.  Stick to one language, preferably English, even when speaking with your team mates  With others, never assume that they do not understand your lingo  Business partners do a lot of research and learning before they come to the table  NEVER assume that a non-Indian would not know Hindi or another major language  Learn how to say ‘Please’ and ‘Thank You’ in your business partner’s language  If you do not know, find out
  • 39. A Fine Art indeed!
  • 40.  Gossip  Criticising others, especially colleagues  Religion  Politics  Long personal anecdotes  Stories with sexual undertones
  • 42.  Lasting impression  Smile  Answer between the 2nd and 3rd ring  Always identify yourself  Focus on the call  Be helpful  Hold: Give the option to wait or call-back  Thank them for holding on  Tone  Problem: empathise and apologise
  • 43.  Listen, don’t hear  Be calm, choose your words carefully  Clear and natural  Offer to find out and revert if unknown to you  Transfer on necessity  Messages: re-check and be prompt  Thank them for calling  Complaints: Concerned and polite  Return ALL calls
  • 45.  Be punctual  Present your card at the reception  Sit where you are told to; if too many chairs, ask which one to sit in  Sit after your customer  Don’t dump stuff on the table or the floor  Bags on the floor beside you  Don’t fidget with stuff on their table  Leave as soon as business is over  Say thanks for the meeting within 24 hours
  • 46.  Alert the reception  Make sure there is a meeting room/place  Refreshments on stand-by  No obligation to meet before appointed time  If you are delayed, inform them in advance  Apologise for the delay  Greet them at your office door  See them off, at least to the elevator
  • 48.  Be punctual  Do your homework  Ask where to be seated  Stick to the agenda  Remember Body Language  Never interrupt  Keep your jacket on!  Keep business cards ready; in pristine condition
  • 50.  7:30 – 8:00 AM  Maximum 1 hour  Best places are 24-hour coffee shops  Stick to places with a buffet breakfast  Definitely no alcohol
  • 51.  12:00 noon – 2:00 PM  Maximum 2 hour  Can prepare for this in the first-half  Get to the point as soon as the orders are placed  Decisions, if any, during dessert  Avoid alcohol  If the client has a drink, order for them, you decline
  • 52.  3:30 – 4:00 PM  More informal  Less time-consuming  Make sure there are some ‘bites’  No alcohol  Junior most host pours the tea
  • 54.  Sit opposite at a horizontal table, always  No gossip  No finishing the other’s sentence  Not too personal  No flirting  Discuss business just before the main course  No open-mouth chewing  No elbows on the table  No yawning  Dress well
  • 55.  Give a three-day notice  Reconfirm on appointed day, 3 hrs. before time  All other rules remain the same  Begin business with the main course  Main discussion during dessert and coffee  Ask questions  Encourage conversation  Napkin on the table only when ready to leave
  • 56.  Maitre d’ - Rs. 100-500  Server - 10-20% of the bill  Sommelier - Rs. 50-100  Parking - Rs. 10-20
  • 58.  Olives with pits are eaten in bites, pit in plate  Shrimps: 1-2 bites, single dip, tail in plate  Bites: single dip, napkin below the bite  Spray factors: be very careful  Temperature: the inside of the snack is always hotter than the cool outside  Disposal: Never spit, transfer to napkin and then find a bin
  • 59.  Sparkling ◦ Champagne ◦ ‘methode champenoise’  Still ◦ Red ◦ White ◦ Rose  Fortified ◦ Sherry/Port  Vintage  Young and Old
  • 61.  Client parties  Company party  Social activity  Fund raisers  Clubs  Trade organisations  Business clubs
  • 62.  Be aware  Plan  Dress appropriately  Business cards  Practice self-introduction
  • 64.  Road: ◦ Bus ◦ Taxi ◦ Hired car ◦ Self drive  Train ◦ Seated ◦ Berths  Air: ◦ Economy ◦ Business ◦ First
  • 65.  Company Guest House  Hotels  Friends/Relatives
  • 67.  Diaries  Appointment books  Leather wallets  Pen stands  Visiting card cases  Clocks  Calculators  Stationery: pens, pencils, letter openers, bookends, paper weights, calendars, notepads  Accessories: ties, cufflinks, openers, glassware
  • 69.  Hold the door  MEN first: Revolving doors, escalators  Everywhere else: LADIES FIRST  Men do not have to stand up for a lady  Colleagues can split the bill  No condescension  No patronising  NO physicality  R-E-S-P-E-C-T
  • 70. That’s all folks!!! Ijaz Shaikh Grey Worldwide 2012