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Telephone Etiquette
Using Proper Phone Language
Every environment we enter requires a different form of ‘language’. For instance, we wouldn’t enter a team meeting with the same type of language we use in the break room. The same is true for the telephone. Telephone language is different than our everyday language and can take some time to get used to its flow. But with the right tools, it can be easy to adapt in no time.
Please and Thank You
Using good etiquette is a way to show respect and consideration to those we interact with. Some of the basic essentials of proper etiquette are phrases such as “Please” and “Thank you”. When asking the caller for something, such as their name or account number, always follow with “please”. After the customer has given something to you or says something polite, follow with “thank you” to show your appreciation for their help. Using “Please” and “Thank you” when speaking with a customer allows the operator to remain professional while still showing courtesy and respect.
Examples:
- “May I have your name, please?”
- “Please hold for one moment, Mr. Smith.”
- “Thank you for your time today.”
Do Not Use Slang
Slang is typically defined as a type of language that consists of words and phrases that are regarded as very informal and are used in everyday speech. Common examples include “Yeah”, “Y’all”, “I guess so”, and “ain’t”. Slang is not appropriate to use on the telephone and should not be used, even if we know the caller. Slang language implies inconsideration and disrespect to the caller and can make them feel as though you do not want take your time to help them. It is important to always use professional and courteous language in order to convey to the caller that you are there to help and can get the job done.
Avoid Using the Term “You”
When speaking with someone on the telephone, it can be easy to get lost in speaking with the caller and letting them know what they may need to do on their end. However, it is important for the operator to avoid using the term “you” excessively. When we continuously use the term ‘you’, in reference to the caller, it sends the message that everything is their responsibility and that the person on the other end of the line is not there to help them. If we continuously tell them they have to complete a task before we can help them, the company not only looks unprofessional, but unwilling to do business with them.
Avoid phrases such as:
- “You will need to call back tomorrow.”
- “You have to take your bill to the other office.”
- “I need you to come into the office for that.”
Emphasize What You Can Do, Not What You Can’t
When we are speaking with someone on the phone, for any reason, it can be hard to communicate what the caller wants or needs from the operator. Sometimes the operator is quick to tell the caller that they cannot complete a certain task or that they cannot help them at all – but this type of attitude does not build relationships. Flatly telling someone you cannot do anything for them shuts the door on negotiations and portrays a negative light on the company. Instead, emphasize what you can do for the caller. Offer ‘favors’ or alternate tasks you can do for them to help them get what they need. If you’re genuinely not able to answer their questions or do something for them, it’s alright to let them know that, but offer an alternative action for them, such as finding someone who can help.
Examples:
- “I can help you with that.”
- “I’ll be happy to transfer you to the department.”
- “I can take a message if you’d like.”
- “I don’t know the answer, but let me find someone that does.”
For more on our Telephone Etiquette course, please visit: https://corporatetrainingmaterials.com/course/Telephone_Etiquette
Social Intelligence
Communication
Sadly, talking and listening has often been seen as a tool for simply communicating with other people, but not for building connections and networks. This assumption doesn’t recognize the fact that interpersonal communication is a great tool to connect with people on a deeper level and form a connection with them. Speaking interpersonally allows both parties to feel more at ease and open up to one another. Just remember to be an active listener and watch your own body language.
Give Respect and Trust
It is a common courtesy in any conversation to treat the other person respectfully and professionally. By treating their ideas and opinions respectfully and with due consideration, you are showing respect by hearing them out, listening to them, and considering what they have to say with an open mind. When communicating with coworkers, it is important to build rapport and trust by speaking with each other respectfully and giving each other your full attention. After all, they deserved to be treated with dignity and courtesy for their thoughts and opinions. In addition, give your trust to them and let them know that you feel confident enough to speak with them openly. The motions and feelings we put out into the world will come back to us, so don’t be afraid to speak openly with your coworkers. They will be impressed that you can give respect and trust so freely and appreciate the effort you are trying to make with them.
Be Consistent
Consistency is a key factor that builds interpersonal relationships. Being consistent in what we say and do shows knowledge and reliability because it helps build a familiar base to start from. People will want to communicate with you because you will become a factor they know they can trust and depend on. In addition, ensure that your actions are consistent with what you say – in other words– do what you say you’ll do. If you say you will meet someone after lunch to review a report, ensure that you are there early to greet them. If you volunteered to give a speech at the next work convention, be prepared ahead of time and be ready when the day arrives. Showing you are consistent in turn shows how reliable you are and what an asset you can be for the group.
Take a few minutes to reflect back on your actions and note if they have been consistent over time. Are there behaviors you can change? What can you do differently in the future?
Always Keep Your Cool
Keeping our cool in tight or stressful situations can be tough and takes a lot of skill to make it through gracefully. It is perfectly normal to feel embarrassed or hurt when someone does something you don’t like, such as speaking rudely to you or pointing out a mistake you made. Our first instinct is to possibly lash out at them or try to retaliate by hurting them in return. But the key to strong and professional communication is to keep your cool at all times and not let the negative feelings take over. When something happens that may send you over the edge, take a minute to reflect on what was said and what happened. If needed, you should step away for a few moments to compose yourself. Don’t deny the other person their opinion, but let them know how you feel and how it affects you. Kinder coworkers will back track their statements and try to address the problem in less negative terms. If the coworker is unwilling to give respect, realize that their opinion may not be worth the fight.
Tips for keeping your cool:
- Try not to take words personally
- Stop and reflect what was said, not how it was said
- Make a note to learn from this experience
- Ask yourself if the person had reason for what was said – if so, what can you do to change it?
Observing Body Language
Body language can speak volumes between people, even if it does not have words to accompany it. Many times people may say one message, but their body language can say another, meaning they may not be truthful in what they say. By observing and becoming more aware of body language and what it might mean, we can learn to read people more easily and understand some of their body movements. By better understanding their movements, you can be better prepared to communicate with them, while at the same time better understanding the body language you may be conveying to them. Even though there are times that we can send mixed messages, we can try to get our point across using certain behaviors. Our body language affects how we act with others and how we react to them, as well as how they can react to ours.
For more on our Social Intelligence course, please visit: https://corporatetrainingmaterials.com/course/Social_Intelligence
Motivating Your Sales Team
Communicate to Motivate
Studies show that organizations with open, frequent communication between management and employees tend to foster motivation. Communicate with your sales team often to help keep the motivation flowing. Also encourage your team members to communicate with you. By keeping the lines of communication open, you are better able to head off problems, learn what the team needs, and understand what will motivate both the whole team and individual team members.
Regular Group Meetings
Along with frequent check-ins, regular group meetings are a key channel of communication. While email and phone calls are vital tools in today’s workplace, face-to-face meetings are invaluable for creating a sense of shared goals and connection. Schedule regular meetings with the entire sales team. These might be weekly, monthly, or quarterly depending on the set up of your organization. However often you decide to conduct them, keep to a regular schedule so that there is consistency. Use regular meetings to discuss successes and setbacks, challenges, and needs. Also use them as a time to simply check in with each other, build relationships, and otherwise establish or reinforce shared goals and values. Ensure that meetings are not just management giving orders, but are instead composed of two-way communication with team members.
Regular One on One Meetings
In addition to regular meetings with the entire team, it is key to take the time to meet one on one with individual team members as well. Individual meetings offer you a chance to get to know each team member and what motivates him or her. They are also a place to discuss issues or needs that individual team members might not feel comfortable bringing up in a group setting. Depending on the size of your team and the structure of your organization, the frequency of these meetings will vary. What is important is that they occur on a regular basis and that they serve as a setting for two-way communication between you and individual members of your sales team. Use this time to explore motivations, goals, needs, successes, and challenges with each team member in a setting where he or she has your undivided attention.
Focus on Strengths and Development Areas
A key to using meetings – team and one-on-one – to motivate is focusing on both strengths and development areas. These meetings should neither be wholly about what is going “wrong” nor entirely about praising success. Take the time to recognize the team or individual’s strengths first, reinforcing how valuable they are. Also take time to point out areas where the team or individual can grow and improve, and use part of the meeting time for creating next steps or a development plan. Never call out an individual team member’s development needs in front of the whole team – save that feedback for your individual meeting. Use team meetings to focus on strengths and development needs for the team as a whole, and focus on individual strengths and development needs in the one on one meetings. Also use the team meetings to reinforce shared goals and the mutually interdependent nature of the team.
Ask for Feedback
A major feature of motivational environments is that the communication is two-way. You will provide a great deal of feedback in the regular meetings with your sales team. Be sure to ask them for feedback as well, in both the team meetings and individual meetings. It may be necessary to offer training in how to give useful feedback, if your sales team is not used to be asked to provide feedback to management. Model good feedback behaviors as well, by not personalizing feedback and by focusing on shared values and goals. Encourage your team members to give you regular feedback in between meetings as well. Reinforce that their feedback is how you will know what they need, how they are doing, and how you can support them. Asking for feedback shows team members that you and the organization value them, which can motivate them and lead to increased investment in the work.
For more on this course, please visit:
https://corporatetrainingmaterials.com/course/Motivating_Your_Sales_Team
Team Building For Managers
Formatting a Team Building Plan
Like any other key initiative, team building needs a plan. Take the time to format a solid team building plan so that you know where you’re going. This helps you keep your team abreast of what’s happening, what they can expect, and what they need to do. Create your team building plan with input from your team, as well as your own research. Create a plan that is manageable and realistic, yet diverse and fun.
Define the Goal
The most important step is to define the goal of your team building plan. Just saying you want to “build a team” isn’t enough. What needs to change or improve on your team? This will help you focus your team building efforts. Also take into account the circumstances of your team. Are you spread out over many office locations? How large is your team? What special considerations are there, such as remote employees or heavy travel schedules?
Some common goals for team building include:
- Improved interpersonal communication
- Improved collaboration
- Higher morale
- Greater camaraderie
- Integration of new team members into an existing team
- Motivating the team
Based on your goal or goals, choose activities that best support what you are trying to achieve. Be sure to evaluate your plan regularly in case your goals change.
In addition to an overall goal for your team building plan, it is key to define a goal for each team building activity and clearly articulate it.
Consult Team Members
Your team members are your best source of information when you plan team building activities. There is no sense in scheduling social gatherings, for example, that no one comes to! Take the time to ask your team what kind of activities they’d like to engage in and what they would like to do. Also ask them what they think could be improved about your team and how you might go about making those improvements occur. Taking time to consult your team shows that you want to create a team building plan that works for them, and that you are invested in what they care about and have to say. Check in with your team often about different activities. Also encourage your team to come to you when they have new ideas for team building activities.
Research and Create Structure
After you’ve consulted your team, research their suggestions. Look at what industry leaders and your colleagues are doing in terms of team building. Spend some time surfing the Internet, which is a wealth of team building ideas, as well as looking at books of team building activities and games. Figure out what types of activities are possible and practical for you to do. This may include creating a budget, contacting outside vendors and consultants, and otherwise examining the logistics of various activities. Then create a structure. Decide in what order you will do activities or what goals you will address first. Determine whether you’ll have monthly, bimonthly, or more/less frequent team building activities. If possible, start putting these on a calendar. Then communicate with your team what this schedule will be like. Let them know what to expect. Having a structure in place helps make it easier to consistently implement your team building activities and plans.
Keep It Fun
Perhaps the most important thing when creating a team building plan is to keep it fun! If team building is a drudgery, your team is not likely to benefit from it. Find ways to keep even meetings and trainings infused with a sense of fun. Balance more task-oriented sessions with fun activities. Have a sense of play. Make note as you research of ideas for infusing team building with levity and fun. This will help ensure that your team gets the greatest benefit from your plan. And don’t be afraid to revise your plan if you start to implement is and realize that no one’s having any fun!
For more on the Team Building For Managers course from Corporate Training Materials, please visit:
https://corporatetrainingmaterials.com/course/Team_Building_For_Managers
Developing New Managers
Managers Learn by Being Managed Well
If you ask a good manager where he or she learned how to manage, the answer is likely to be from a manager who was important to their own career. While courses and trainings on management skills are valuable and should be used, people appear to learn the most about managing by being managed. And while a bad manager can provide valuable lessons in what not to do, people learn more about management by being managed well. Employees who are managed effectively tend to be happier and more productive. As a result, when they enter management, they want to recreate that environment for their own employees or direct reports.
Pair New Managers with Mentors
Mentoring is invaluable when developing new managers, whether they are freshly in the position or on the management track for the future. Identify the top managers in your organization, and encourage them to mentor up and coming managers. When you hire a new manager, or identify an employee with management potential, pair him or her with a manager who has a track record of effectiveness. Encourage employees who aspire to management to seek out mentor relationships with managers they admire as well. Mentoring relationships give employees a chance to see good management “in action” and also to seek feedback from someone they respect. Mentors can help provide development opportunities and can also serve as valuable sounding boards for new managers.
Reward Effective Managers
One of the surest ways to promote and reinforce effective, quality management is to reward effective managers. Recognizing and rewarding those managers who demonstrate the skills and competencies valued by the organization reinforces that good management is itself valued. When employees at all levels see effective managers being recognized and rewarded, they aspire to demonstrate the same traits they see from these individuals. Depending on your company culture, rewards for effective managers may be financial (as in raises), incentives (such as extra vacation time), symbolic (such as plaques or certificates) or a mix of the three. Finding out what motivates individual managers and tailoring the rewards is also an effective strategy. Whatever reward system you choose, take the time to not only reward effective managers but recognize their efforts in a public way.
Emulate Effective Managers
Who was the best manager you ever had? What qualities did he or she demonstrate? Managers who have been managed well often emulate behaviors and practices they’ve learned from past managers, which in turn give their own employees the experience of being managed well. Emulating effective managers whether they are currently inside your organization or not, is another way to model desired behavior and develop new managers. When working with new managers, encourage them to emulate the best traits and practices of managers they’ve had in the past, whether at your organization or another. Encourage new managers or those aspiring to management to reflect on the best bosses, supervisors, or other managers they have ever worked with. Have them list the qualities, behaviors, or practices that made them so memorable and so effective. Encourage employees to emulate these qualities, behaviors, and practices. Also encourage them to look to managers they see as effective in your organization, and identify traits of those individuals they can emulate as well.
Create and Document Best Practices
There are many ways to be an effective manager, and each organization’s culture will influence the type of management it values. Creating and documenting a set of best management practices helps to reinforce the organizational culture and serves as a resource for new managers – and indeed for all managers as they grow and develop in their careers. A best practices document need not be long or exhaustive, and it should be a living document which can change as new practices emerge as effective. Working with employees at multiple levels, identify what management practices and behaviors are consistently identified as effective, engaging, and motivating. Also review organizational policies (such as around hiring and termination) and develop a set of best practices based on these. Adopting a central set of best practices helps to ensure consistency, and also serves as another guidepost for managers as they develop and grow. Make the best practices document readily available.
For more on the Developing New Managers Course from Corporate Training Materials, please visit:
https://corporatetrainingmaterials.com/course/Developing_New_Managers
Employee Recognition
Attendance & Wellness Incentives –
Attendance incentives are based only on attendance. A good way to utilize an attendance incentive is by adding it to a yearly review. An employee may feel motivated to go to work more often if they have a chance of obtaining a raise. Unscheduled absenteeism is a chronic problem for U.S. employers, conservatively costing $3,500 per hourly employee, and $2,500 per salaried employee per year. Keeping employees motivated to go to work is essential to a company’s success.
Many companies are starting to realize that healthier employees mean lower insurance costs, and higher productivity. Wellness incentives are being used to help employees adopt and maintain a healthy lifestyle. Keeping those employees healthy means better attendance rates.
An employee wellness incentive plan can come in many different forms:
- Rewarding employees for attending no-cost health education seminars
- Waiver of co-pay under a group health plan for preventive care
- Providing employees with free flu shots and required vaccinations
- Reimbursement of costs for participating in a smoking cessation program
- Reward for completing a health risk assessment
- Reimbursing workers for gym memberships
- Offering weight loss programs
- Providing free health coaching
- Offering insurance-premium discounts to those who meet health standards
A study conducted by Harvard University found wellness program returns to be about $3.27 per dollar spent in reduced medical costs and $2.73 per dollar spent in reduced absenteeism costs. Excessive employee absences can reduce productivity, lower morale, and increase rates of job turnover. Keeping your employees happy and healthy just makes ‘cents’!
For more on Employee Recognition, please visit:
https://corporatetrainingmaterials.com/course/Employee_Recognition
Increasing Your Happiness
Take Control of Your Professional Development
Often we wait for our employers, supervisors, or bosses to suggest professional development. If they do not do so, we remain in the same position and do not grow. To be happy at work, take control of your professional development. Set goals for yourself in terms of new skills to master, new roles to try on, or new positions to aspire to. Don’t be passive – be active! Seek out opportunities for new training or education, and enlist your supervisor or manager’s support. Be willing to develop new skills, and look for opportunities to do so. Create a professional development plan for the next year or even five years for yourself, and actively seek ways to implement it.
Seek Frequent Feedback
Seeking frequent feedback is another way to take control of your career happiness. Being aware of what we are doing well and what we can improve helps us as we set professional goals. Draw on your support team to seek out feedback regularly. Rather than relying on yearly or quarterly reviews, or waiting for a supervisor or colleague to come to you with feedback, ask for feedback on the completion of projects, after presentations, or when collaborating with others. Make an agreement with members of your support team that you will regularly ask for their feedback, and that you will listen carefully to what they have to say. When you receive feedback, listen respectfully rather than preparing to respond. Then decide how best to act on feedback, both developmental and positive.
Practice Professional Courage
One of the greatest things you can do for your own professional development and workplace happiness is practice professional courage. Professional courage involves directly and productively addressing conflicts, advocating for yourself and others on your team, and otherwise dealing directly and pro actively with potential problems. It can be difficult to practice professional courage, as it involves taking risks – it can seem easier to let a conflict go unaddressed or to accept the status quo. However, allowing conflict to be unresolved or your needs to go unmet can breed resentment and undermine productivity and happiness. Professional courage helps to promote open communication in the workplace. It also assures that resentments and grudges do not fester. Learning to practice professional courage is a leadership skill which can help prepare you for, and make you a candidate for, more responsibility or promotions. But even if it does not lead to job advancement, practising professional courage marks you out as a leader and someone who wants to promote the healthiest workplace.
For more on our Increasing Your Happiness course, please visit:
https://corporatetrainingmaterials.com/course/Increasing_Your_Happiness
Check out this video by CCF President, Master Coach and our friend, Abe Brown: What Makes People Happy
Emotional Intelligence
Understand Emotions and How to Manage Them in the Workplace
As previously stated, having emotions is an inherent part of all human beings. Understanding one’s emotions and learning how to use them is the responsibility of each person. Many times, it may feel like the workplace is no place for emotions, whether good or bad. But the truth is, emotions must be utilized!
For example, if you are the manager and your team is about to miss an important deadline, it is up to you to stress how necessary it is for you to meet the deadline. The approach you take is determined by your natural tendencies as well as level of professionalism. One level-headed approach may be to call the team to a meeting and explain the ramifications of not meeting the deadline. This would also be a good time to listen to the team members to find out if there is something out of their control that is preventing them from doing their job.
A less calm and volatile method would be to yell at everyone and tell them to get to work.
Deciding which style is best can be done by weighing the pros and cons of each as well as which would result in the most positive outcome. Do not rely solely on how you feel, but what makes logical sense.
Role of Emotional Intelligence at Work
Emotional Intelligence plays a vital role in the workplace. How one feels about himself, interacts with others, and handles conflict is directly reflected in the quality of work produced. Both social and personal proficiencies are developed as a result of Emotional Intelligence.
Social Proficiencies
- Empathy – Being aware of others’ feelings and exhibiting compassion.
- Intuition – An inner sense of the feelings of others’.
- Political Acumen – Ability to communicate, strong influence and leadership skills, and conflict-resolution.
Personal Proficiencies
- Self-Awareness – Understanding one’s own emotions. The ability to asses one’s self as well as display confidence.
- Self-Regulation – Managing one’s emotions. Maintaining trustworthiness and flexibility.
- Motivation – Being optimistic about situations. Having the drive to take initiative and commit until completion.
Disagreeing Constructively
To disagree constructively means to do so in a positive, productive manner. Its purpose is not to disagree for the sake of disagreeing or getting your point across. It is also not used to be negative or destructive of another’s thoughts. The workplace is a place where disagreeing is a common occurrence. Companies look for the most effective ways to carry out operations and therefore invest in process improvement strategies, which opens the floor for discussion and compromise.
What does constructively disagreeing look like in practice, you may ask. Well, it is acknowledging and confirming someone else’s ideas before presenting your own.
Example:
Ted: Because of the nature of their duties, I feel the customer service phone team should arrive 30 minutes before their shift to bring up their systems and test their equipment to make sure it is properly working so they are ready to take the first call as soon as their shift starts.
Michael: I understand your point, Ted and I agree the phone team should arrive early to prepare themselves for the start of their shift. However, I feel 15 minutes is sufficient time for them to get everything in place.
For more information on our Emotional Intelligence course, please visit:
https://corporatetrainingmaterials.com/course/Emotional_Intelligence
Business Etiquette
Using Business Cards Effectively
Networking is not complete without receiving or giving a business card. The business card is a way for you to follow up on the people you have met. Likewise, it is a way for them to contact you for further meetings.
More than that, your business card is a way to brand yourself. Professional-looking business cards send the message that you’re professional. Adding your company motto or tagline in your business advertises you and what you’re all about.
5 Tips on Using Business Cards Effectively:
- Never be without your business cards! (Make sure there’s always a stack in your office desk, and in your wallet. You’ll never know; even a trip to the grocery story can present an opportunity to network.
- Follow the protocol on hierarchy. Cards should not be given to senior executives that you meet, unless they’ve asked for one.
- Time the presentation of your card. Don’t just hand over your business card at any random moment. Handing a business card in the middle of a discussion can be an interruption, as parties would need to take a moment to give it a look. You also want to make sure that your card is perused at point when the other person can give it his or her full attention. The best moments to hand a card is when you’re asked for one, when you’re asked to repeat your name, or when someone offers to send you something.If the two organizations that you represent are well-known to each other, although you haven’t met your host before, offering your card is probably best left to the end of the meeting. If your host is unfamiliar with your company, offering your card at the beginning of the meeting is good practice.
- Accompany your business card with an explanation of what you can offer them. When you hand another person your card, give a brief “action recommendation.” This can increase the likelihood of them contacting you again. For instance you may say: “I think I can help with your PR concerns, Mr. Johnston. Here is my card.” You may also ask for referrals. Invite the other person to send your contact details to anyone they know who can use your services or products.
- When receiving a business card, show the other person that you value their
card. Look at the business card for a few seconds. Comment about the card. Let them see that you take care in storing their card as well, instead of just jamming it in your pocket.
For more information on our Business Etiquette course, please visit:
https://corporatetrainingmaterials.com/course/Business_Etiquette
Creating a Great Webinar
Successful Webinar Criteria
Value
People are constantly inundated with sales pitches. When it comes to hosting webinars, you must deliver value. The value that you offer needs to resonate with your customers in order for them to choose you. In order to provide value, you need to understand what motivates your customer. For example, people purchase certain items based on quality and others solely based on price, and these choices vary with each individual.
When you are presenting value to your customer, you need to understand your customers’ needs and wants. Then, you will be able to identify exactly how your product or service addresses the needs and wants of your customers. When you have the answers, you must show how your products or services will be able to benefit your customers.
Knowing Your Target Audience
Knowing how to deliver value requires you to understand your target audience. It is impossible to please everyone, which is why you need to know who your customers are (your target audience). This will require you to conduct some research and gather information. Begin by identifying the age, gender, income level, education level, and location of your customers. Once you have this basic information, you must determine how they interact with the world. What do they read? How do they share information? This will allow you to tailor your webinars to your customer as well as advertise in the right locations. Again, this will take a little work on your part, but it is worth the effort.
Grab and Keep Attention
As we have already stated, it is important that you grab the attention of your audience immediately. It is just as important to keep their attention. After a strong opening, you need to keep the momentum going. Many professional presenters follow the 10-minute rule. This rule is based on the understanding that attention begins to drift after 10 minutes. This requires a simple change of course every 10 minutes, such as switching to a demonstration or slide show.
There are other ways to keep the attention of your audience:
- Use slides in moderation: Slides with everything you say is just as boring talking alone.
- Use animation and images: Make sure that are relevant to the webinar.
- Use demonstrations: Again, make them relevant to your topic.
- Limit information: Provide a basic overview, not an in-depth analysis.
Simple find the methods that work best for you, and space them out to keep your audience interested and motivated.
For more information about our Creating a Great Webinar course, please visit:
https://corporatetrainingmaterials.com/course/Creating_a_Great_Webinar
D5 Creation