Group of Business People

Fair or unfair, it is true that people judge you and your company not only by what you know, but how you interact on a social level. Every employee who interacts with customers and clients needs a basic (and often an advanced) understanding of Business Protocol.

Consider:

  • At a critical business lunch you are being watched and evaluated by your customer. Do you want to focus on the intricacies of navigating the lunch or do you want to focus on your customer?
  • At an important reception where you must juggle your plate, napkin, drink and conversation, do you appear uncomfortable and anxious?
  • When the time comes to make introductions, do you know how to do it correctly?

Employees are the touch points of your organization’s reputation and success.  Those who interface with customers and clients need answers to their business protocol questions.

Classes:  You have options!  Bring in classes as outlined below, or combine all of them into a one-day class.

Introductions, First Impression and Conversation

Introductions are where first impressions take place. This class addresses the different introduction situations in which you will find yourself during the business day and into the evening.  This class is designed for everyone who interfaces with customers.

Participants will have an opportunity to:

  • Learn how to introduce him or herself (self introductions).
  • Conduct an introduction between two people who do not know one another.
  • Conduct small group introductions.
  • Learn how to introduce spouse, partner or friend.
  • Learn appropriate timing in making introductions.
  • Learn the appropriate way to shake hands.
  • Initiate engaging and appropriate conversation.
  • Learn how to remember names.
  • Recognize the importance of first impressions, dress, stance and approach.
  • Recognize the importance of Business Protocol and Networking in today’s workplace.

The All-Important Business Lunch

“Deal or No Deal” is often determined at the business lunch. If you know the intricacies of hosting the event (or being a good guest) you can focus on engaging the customer in conversation and connection. This class is designed for those who take clients to lunch.

Participants will have an opportunity to:

  • Extend a professional invitation to lunch.
  • Chose the right restaurant to fit the agenda.
  • Assume the role of host.
  • Guide your guest(s) through ordering.
  • Use utensils appropriately.
  • Learn how to eat different types of food.
  • Finesse picking up the check.
  • Initiate engaging and appropriate conversation.
  • Know when and how to conduct business.
  • Recognize the importance of Business Protocol and Networking in today’s workplace.

Cocktails and Dinner

Additional (and different) rules apply when you embark on an evening with customers, dignitaries and guests. Knowing which bread plate is yours, how to eat different foods and how to say “no” to wine or coffee will lead you through a smooth evening filled with conversation and connection. This class is designed for those who represent their company at the more-formal social functions.

Objectives: Participants will have the opportunity to:

  • Prepare for the experience.
  • Learn the appropriate way to shake hands and make introductions.
  • Learn to enter and exit a group.
  • Initiate engaging and appropriate conversation.
  • Use utensils appropriately.
  • Learn how to eat different types of food.
  • Initiate engaging and appropriate conversation.
  • Use good, appropriate humor.
  • Be a good and gracious host to your guests.
  • Be a good and gracious guest.

The Business Reception

Balancing the plate, napkin and glass (all in one hand) will free you to meet and shake hands with people who are new to you and with long-time friends and clients. Knowing how to use the skills listed below will enable you to confidently move through the room, engaging people in conversation and making connections. This class is designed for those who represent their company at work and social functions.

Participants will have the opportunity to:

  • Prepare for the experience.
  • Know when to arrive, how long to stay and how to leave.
  • Learn the appropriate way to shake hands and make introductions.
  • Learn to enter and exit a group.
  • Converse and mingle with ease in large or small groups.
  • Know when and how to exchange business cards.
  • Initiate engaging and appropriate conversation.
  • Use good, appropriate humor.
  • Know where to place a name tag.
  • Manage alcohol consumption.

And finally,

  • Know how to hold food, napkin and drink in your left hand while keeping the right hand free for introductions.

General Good Manners

This class addresses questions people have about basic good manners. Do I stand when a woman enters the room and do I offer my hand to her? Who enters and leaves the elevator first? Who opens the door for whom? Can I remove my suit jacket when I’m in my customer’s office? This class is designed for everyone who works in an office.

Participants will have the opportunity to:

  • Learn how to professionally receive a guest to your office.
  • Use good manners when meeting with a client in his or her office.
  • Understand how and to whom deference is shown.
  • Know when to rise in greeting another person.
  • Know who opens the door for whom.
  • Understand the politics of getting on and off an elevator.
  • Understand seating arrangements in cars.
  • Understand and use general good manners when working with your peers.