B.E.S.T. WORKSHOP
OFFICE ETIQUETTE:
presentation by Patricia Arteaga
by Patricia Arteaga (CAD Assistant Director-Math Specialist)
Why you should have the proper office etiquette:
Office etiquette can be tricky. Take this quiz and see how you fare. The answers are provided.
| 1. | Your friend Marisa enters the office when you are talking to your supervisor, Mrs. Boss. You rise and say "Marisa, I'd like you to meet Mrs. Boss, the department’s supervisor." Is this introduction correct? answer |
| 2. |
You receive an e-mail from your supervisor on a planning project. You should answer her e-mail: (a) immediately (b) by the end of the workday (c) within 24 hours (d) when you have an answer to her concerns |
| 3. | You answer the phone for a person who is available in the office, and ask "Who's calling, please?" Are you correct? |
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You're talking with a group of four people. Do you make eye contact with: (a) just the person to whom you're speaking at the moment? (b) each of the four, moving your eye contact from one to another? (c) no one particular person (not looking directly into anyone's eyes)? |
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You accidentally spill food on a student at the office. You should: (a) quickly reach for your napkin and help clean the mess from his/her clothes (b) excuse your clumsiness and move away (c) offer to pay for the person’s dry cleaning bill |
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You are writing a quick
note or e-mail to a staff member. You should:
(a) just write/send the message (b) make sure that the grammar and spelling are correct |
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When you greet a visitor
in the office, do you:
(a) say nothing and let her sit where she wishes? (b) tell her where to sit? (c) say "Just sit anywhere." |
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Your cell phone rings
when you are greeting a student into the office. Do you:
(a) tell the student “excuse me, I need to answer this”? (b) let the phone ring until the voice mail system picks it up? (c) just answer the phone? |
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When you come to work you may wear the same clothes that you’d wear in class or going out with friends. Is that correct? |
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10. |
"Since this is a college, it is fine to discuss politics and religion while I am at work." Is this correct? answer |
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11. |
"Yes, I am working on campus. However, we are all students here... I should be able to discuss some of my personal issues or advise others on their personal matters. I know I can help them and give them great advice!" Is this correct? answer |
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12. |
If you are running
late you should call your supervisor if:
a) you are going to be more than 10 minutes late b) as soon as you know you are running late c) no need to call answer |
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No. Introduce the more important person first. You should address your supervisor and say "Mrs. Boss, I'd like you to meet my friend Marisa.” Advice on personal visits: Personal visits while you are working are discouraged. If you receive a visitor, keep the length of the visit to a minimum to avoid disruption to the office routine. Persons waiting for you to finish working should wait outside the office area. Remember that you are responsible for insuring that those visiting you conduct themselves in the proper manner. |
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c) Although e-mail is instantaneous communication, a response does not have to be; however, reply within twenty-four hours even if you cannot provide an answer until later. NOTE: There will be a presentation on e-mail issues as part of this workshop. Ms. Mary Ellen Haley has compiled a document on e-mail etiquette. |
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No. Just transfer the call. You should only ask for the person’s name when the call recipient is not available, and the best way to phrase it would be: “May I ask who’s calling, please? NOTE: There will be a presentation on phone-manners as part of this workshop. Ms. Roxanne Joseph-Beckles has compiled a document on phone etiquette. |
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b) Make eye contact with all of the individuals you're talking with. |
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You should not be eating at work! However, if the accident happens, never touch a student or staff member. Physical contact is discouraged. The best approach is to direct the person to the bathroom, and offer to pay the dry-cleaning bill if necessary. |
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Not only must you check for spelling and grammar, but you must check that all correspondence is clear and concise, using proper business tone. |
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b) Indicating where your guest should sit will make her feel more comfortable. MORE ON GREETING VISITORS: If you are working in the front-desk area of the office, address visitors quickly and courteously. Ask them in a polite manner the nature of their business and direct them to the appropriate person or area. If you are not absolutely sure how to assist a visitor, refer them to your supervisor. |
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NONE. While at work your cell phone should be turned off. If you are expecting some important call the phone should be in the vibrating mode. Never answer the phone while talking to someone. MORE ON NOISE: It is necessary that everyone be conscious of the need for a quiet atmosphere conducive to work. Talk and office radios should be maintained at a low-level. Loud or boisterous behavior is unacceptable. |
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It may not be. Be aware of the office’s policy regarding dress code. Even if there is none, NEVER wear revealing attire, and casual clothing shouldn’t be taken to the extreme. Basically, a person should present a neat and clean image. |
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NO: Politics and religion should be avoided as topics of conversation while at work. MORE ON CONVERSATIONS: Personal issues, such as health and finances, should not be discussed. Listen to others and do not take over any conversation. Rule of thumb: limit the amount of "I's" and "me's." Be generous with the "please's", "thank's", and "I am sorry's". Control your emotions and do not whine. Instead, be positive and find solutions to the problems. Profanity, inflammatory or derogatory terms are unacceptable. Never allow a student to vent her frustration with a teacher or a course. |
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NO: Avoid giving personal advice to other students. When necessary, you may refer them to the right person/office on campus to help them. @back |
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| 12. | b) Always be on time! However, if an emergency occurs, call your supervisor as soon as possible. |
While researching for this workshop I found this wonderful movie on office etiquette. It was filmed in 1950. How the office has changed!
INSTRUCTIONS: After you click the link below, click on the QT under "Stream"
| Stream | ||
| DSL: | QT | Real |
PHONE ETIQUETTE @back to the top
By Roxanne Joseph-Beckles (Peer Mentor Tutor PMT Coordinator-workstudy)
Part of doing business means doing business over the phone. Because the phone is such an important instrument in our daily business, below are some helpful hints, and proven phone techniques that will help to make your phone conversations more effective.
Create a Good First Impression Transferring a Call Last Impressions
Putting Calls on Hold Taking Phone Messages
Create a Good First Impression @back to phone etiquette
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Try to answer the phone on the second ring. Answering a phone too fast can catch the caller off guard and waiting too long can make the caller angry. |
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Answer with a friendly greeting. (Example - "Good Afternoon, Bloomfield College XYZ department, Jane Doe speaking, how may I help you"). |
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Smile - it shows, even through the phone lines |
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Ask the caller for their name, even if their name is not necessary for the call. This shows you have taken an interest in them. Make sure that if you ask for their name, that you use it. |
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Speak clearly and slowly. Never talk with anything in your mouth. This includes gum. |
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Lower your voice if you normally speak loudly |
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Keep the phone two-finger widths away from your mouth |
Putting Calls on Hold @back to phone etiquette
When putting a call on hold, always ask the person’s permission. If they ask why, provide them with the answer.
Examples:
Would you mind holding while I get your file?"
"Can you hold briefly while I see if Mr. Doe is available?"
When taking a caller off of hold, always thank them for holding.
Transferring a Call @back to phone etiquette
1. If the caller needs to speak to another person or department, please transfer the caller directly to the desired person's extension, not to the operator. This will save the caller having to explain his/her requests another time, and it will cut the number of times the caller needs to be transferred.
2. When transferring a call, tell them who you are transferring them to, the extension, and announce the caller to the person you are transferring them to.
Taking Phone Messages @back to phone etiquette
When taking a phone message for someone, always be sure to include the following information:
* Caller's name and company name if applicable
* Time and date of call
* What the call is regarding
* If the caller wants a return phone call, and if so,
* Obtain a phone number that is best to return the call to
Last Impressions @back to phone etiquette
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Before hanging up, be sure that you have answered all the caller's questions |
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Always end with a pleasantry: "Have a nice day" or "It was nice speaking with you" |
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Let the caller hang up first. This shows the caller that you weren't in a hurry to get off the phone with them |
Arndt, Terry and Ricchini, John. “Steps To A Successful Career,” BackPack To Briefcase. Life After Graduation, LLC
Phone Etiquette www.mgforexx.com/eng/advanced/content/phone.asp
Phone Etiquette www.qpu.com @back to the top
E-MAIL ETIQUETTE @back to the top
Presentation by Ms. Mary Ellen Haley (CAD Assistant Director-English Specialist)
* APPROPRIATE E-MAIL GUIDELINES
* EXAMPLES OF INAPPROPRIATE E-MAILS
* MORE ON E-MAIL GUIDELINES (by Purdue University)
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Is polite |
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Is specific (times, dates, telephone numbers, e-mail or other addresses, issues involved) |
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Is clearly written and proofread |
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Is non-confrontational |
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Employs accurate titles (Professor, Dr., Mr., etc.) in a salutation |
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Is clearly signed |
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Employs the correct tone (not overly friendly in professional communication; not demanding and never angry) |
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In no way resembles Instant Message communications (no icons, letters in place of words, slang, or any offensive, ungrammatical language) |
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Reflects on the person communicating it. Be professional! |
EXAMPLES OF INAPPROPRIATE E-MAILS @back
INAPPROPRIATE:
Hey Mrs Haley
I want to talk to you about a paper will u be in you office at 2
WS
APPROPRIATE:
Hello, Ms. Haley,
I’m proofreading a paper for my sociology class and would appreciate your input. Will you be available today at 2:00 ? You may reach me at 973-555-5555.
Thanks,
Will Shakespeare
INAPPROPRIATE:
Yo, can I make a app’t about class, I don’t appreciate what happened
John
APPROPRIATE:
Dear Professor Jones:
I’d like to meet with you sometime next week to discuss my concerns about our conversation tonight in class. I am in your Economics 777 section on Mondays and Wednesdays at 6, I and am the student who missed the exam last week. I’m hoping that I might explain my absence and arrange to make up the test. May I meet with you briefly before class on Wednesday? My phone number is 973-555-5555, or you may reply via E-mail.
Thank you in advance,
John Smith
INAPPROPRIATE:
Hi, can u fix the mistakes in the attach document I need it today you said you could help
thankx
What do you think the appropriate version of this e-mail is?
MORE ON E-MAIL ETIQUETTE @back to the top
Email EtiquetteWhat is email etiquette?Email etiquette refers to a set of dos and don’ts that are recommended by business and communication experts in response to the growing concern that people are not using their email effectively or appropriately. Since email is part of the virtual world of communication, many people
communicate in their email messages the same way they do in virtual
chat rooms: with much less formality and sometimes too aggressively.
Email etiquette offers some guidelines that all writers can use to
facilitate better communication between themselves and their readers. One overall point to remember is that an email message does not have non-verbal expression to supplement what we are "saying." Most of the time we make judgments about a person’s motives and intentions based on their tone of voice, gestures, and their proximity to us. When those are absent it becomes more difficult to figure out what the message sender means. It is much easier to offend or hurt someone in email and that is why it is important to be as clear and concise as possible. How do I know if I am using the correct etiquette?
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How
should I format my email?
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![]() To
whom am I sending my email? |
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![]() Can
I send attachments? |
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![]() How
long should my email be? |
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![]() Am
I flaming someone? (And what
does "flaming" mean?)
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![]() When
should I not send an email? |
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You are most likely familiar with the general rules about formatting email but here are some tips to keep in mind.
Be sure that your email is formatted to wrap your text after about 70 characters. This keeps the email from looking disjointed. When you do not have a wrap around option for 70-80 characters then your email will mostly likely look like this:
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Dear John, I am really interested in leasing |
Usually, settings for character length will be found in the "preferences" option on the tool bar of your email client. Consult your help menu for more information.
Here are some additional formatting tips to consider.
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Try
to keep the email brief (preferably to one page) so that
readers do not have to scroll. ***
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![]() Return
emails in the same day that you would a phone call.
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![]() Use
capitalization and punctuation in the same way that you
would in any other document. |
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![]() Format
your email to be sent in plain text rather than
HTML because some email clients may not read HTML. |
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![]() Write
a salutation or greeting for each
new subject email. *** However,
if you exchange several emails
over the same topic (for example,
a meeting day and time) it is not
necessary to include a greeting
because it is as though you are carrying
on a conversation. When we carry
on conversations, we do not say
hello each time we speak.
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![]() Be
sure to write an appropriate
and specific subject in the subject
line so that the recipient knows
what to expect. For example: "April
22 production team meeting agenda" instead
of "meeting." |
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It is always important to know who will receive your email, including the number of people you have on the mailing list. This helps you in two ways. First, it helps you think about the tone of your writing (see our handout on Tone in Business Writing at http://owl.english.purdue.edu/handouts/pw/p_tone.html for more information).
For example, while you still want to follow the traditional rules of writing, emails that you send to your employer or professor may be more formal and brief than to a colleague or classmate. You will need to decide whether you need to use a person’s title or if writing the first name is appropriate.
Second, if you send an email to more than four people regularly you should create mailing groups so that the recipients do not need to scroll through names before they can get to the content of the email. It also helps to keep some email addresses anonymous, as some perceive it as rude for their names and email addresses to be posted for strangers to see.
You will need to talk with the technical support in your office or use the "help" option on your computer if you do not know how to create a mailing group. A mailing group is a list of email addresses assigned to one name (like, newfaculty@sla.purdue.edu). You want to use names that make sense to you so that you can remember them. This is especially helpful when you are managing several mailing group lists.
Emails are public documents, despite the fact that you may send an email to someone privately. Therefore, only include those statements in email that you can openly defend should your message be circulated or shown to other parties. Using emoticons (smiley facesJ, winks, etc.), and other virtual gestures may be appropriate in some cases, but not in all cases! It is always essential to consider the type of relationship you have with the receiver of your message before including virtual non-verbals. If your relationship is more casual, then using the symbols is fine. If your relationship is more formal, then it is best to refrain from using them.
Yes, as long as you are sure that your recipient can receive them. Sending attachments is a normal practice when you are submitting documents for review or exchanging information in the workplace. Here are some tips to consider before attaching a document.
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Title
the document that you are attaching in a way that is easy
for the recipient to find once he or she downloads it to
his or her files. For example, if you are sending a document that is a goal statement then title it "goalstatement.doc."
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![]() In
the content of your email, tell your recipient
what type of software was used to create the document,
the year/version, and the title of the attachment. | For example: "The file attached is called ‘goalstatement.doc’ and it is in MSWord 2000."
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![]() Make
sure that you do not send overly
large attachments unless you are
sure that your recipient's Internet
connection and email client can
handle them. For example, a user
on a 56K dialup would have to spend
a long time downloading a 5M PowerPoint
file, whereas a co-worker on a
fast work connection would have
no problem. |
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![]() Don't
send unnecessary attachments
-- if you've already presented
all of the relevant information
in an email message, don't
attach a Word document repeating
the same
information. |
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In general, the email should be approximately one page printed or the length of your computer screen before scrolling. However, there are times when email messages need to be longer to convey important information. Oftentimes organizations seeking to reduce their paper costs will use email as their primary source of communication. Longer emails generally consist of: Orientation schedules and information, memos, convention information, newsletters, and policy changes.
When you need to write a long email try to include three essential elements at the top of the email: (a) an executive summary at the top of the document, (b) how soon a response is required from the recipient(s), and (c) a table of contents.
This is a short summary of everything in the email document including the main goal of the email or the "bottom line." *
For example: "Welcome to ZDF Company. This email contains important information about your orientation week. You will find the five day schedule, names of the speakers, the menu, hotel arrangements, and testimonials from employees who previously participated."
Because your reader is most likely going to read the first
few lines of your document thoroughly and browse through the
rest, if you need to have him or her respond by a certain time
with certain information, that should be stated within the
executive summary.
For example: "Please let me know by Wednesday whether you are attending the meeting."
A table of contents allows the reader to pick and choose what sections of the email are most relevant to him or her.* A person is most likely to comply with your requests when you make it easy for him or her to navigate your materials.
For example:
Table of Contents
- Five Day Schedule
- Speaker List
- Menu
- Registration Form
- Hotel Arrangements
- Travel Reimbursement Policy
Flaming is a virtual term for venting emotion online or sending
inflammatory emails. * It is best to avoid flaming because
it tends to create more conflict and tension. Flames are virtual
food fights (Angell and Heslop) and are unproductive and injurious
to the parties involved.
What you say cannot be taken back. Misinterpretations happen very easily in neutral emails because there is a lack of nonverbal expression to cue the recipient about your motives and intentions. You can imagine how much misinterpretation can occur when you are expressing frustration and/or anger.
Things to consider before venting in email:
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Would
I say this to this person’s face?
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![]() Am
I putting the receiver in awkward position?
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![]() How
would I feel if I got this email message? |
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Usually, by the time you consider the above questions you will be calm enough to write your message with a different approach. Catching someone by surprise in a flaming message is a quick way to alienate your reader mainly because they will react with anger or embarrassment.
Below are some examples of flaming messages
and then some suggestions on ways to re-word them in more sensitive
and thoughtful ways.
| Flame/inappropriate message | Not a flame/appropriate message |
| "This project really sucks and I cannot believe that he is making us do this. I’m sick and tired of all these dumb assignments. He needs to get a life!" | "This assignment came at a tough time. I wasn’t expecting so much work. I can’t wait till the end of the semester." |
| "If you don’t fix this problem then I am going to quit TOMORROW!!!!!!!! I am sick and tired of Martha’s incompetence!!!" | "I’m growing increasingly frustrated by the current situation. Can we set up a time to talk about this more?" |
There are many subjects that are too sensitive to discuss over email mainly because misinterpretation could have serious consequences. Some topics that should generally be resolved outside of email are:
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Disciplinary
action
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![]() Conflicts
about grades or personal information
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![]() Concerns
about fellow classmates/workmates
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![]() Complaints |
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When it appears that a dialogue has turned
into a conflict, it is best to suggest an end to the swapping of
email and for you to talk or meet in person. If you receive a flaming
email try to respond in a short and simple response. If that does
not appease the flamer than make contact with him or her outside
the virtual realm.
The following sources were used for development of this document.
*Angell, David, and Heslop, Brent. The Elements of Email Style:
Communicate Effectively via Electronic Email. Reading, Mass: Addison-Wesley
Publishing Company, 1994.
**Bailey, Jr., Edward P. The Plain English Approach to Business
Writing. New York: University Press, 1990.
***Caudron, Shari. "Virtual Manners." Workforce 79.2
(2000): 31-34.
This handout was created by Stephanie
Williams Hughes, 2002
HTML markup by Erin Karper
|
The following information must remain intact on every handout printed for distribution. This page is located at http://owl.english.purdue.edu/handouts/print/pw/p_emailett.html Copyright ©1995-2004 by OWL at Purdue
University and Purdue University. All rights reserved. |
OFFICE ETIQUETTE PRESENTATION
by Ms. Anna Cortese (CAD Math Specialist) @back to the top
IMPROPER APPEARANCE ETIQUETTE: @back
Personal: The work study comes to work wearing ripped jeans, a sleeveless shirt unbuttoned down to the navel and a baseball cap.
Office area: On the desk, there are crumpled papers thrown all over, an uncovered Tupperware with molding fruit, and a confidential file lying open for public view. On the floor, there is an opened umbrella and garbage overflowing from the trash can.
PERSONAL APPEARANCE: @back
The way you look - cleanliness, neatness, style of dress, and so on-makes an immediate impression on others.
Clothes:
· Experts recommend that you dress for the job you want, not the one you have.
· Although offices vary in the degree of formality observed, the properly dressed work study wears conservative clothes.
· Jeans or slacks should not be ripped or worn hanging below the posterior. Jeans or slacks should not be skin tight.
· Shirts/blouses are buttoned so that no cleavage is showing for women and no navel is showing for men.
· No baseball caps or do-rags should be worn.
· Footwear should be shoes, sandals or sneakers. No slippers are allowed.
Grooming:
Clothes are only part of the picture you present.
· Cleanliness (hair, fingernails, etc.) is essential.
· Hairstyles should be relatively conservative. Keep hair neatly combed.
· Keep nails clean and filed. Do not attend to such grooming at your desk.
· Avoid heavy colognes or perfumes, which may be offensive to many persons.
· Use a breath mint when you eat spicy food during lunch. Chewing gum to control bad breath is ill advised. Many people view any form of chewing in public, other than at mealtime, as a disgusting habit.
Information gathered from
Arndt, Terry and Ricchini, John. “Steps To A Successful Career,” BackPack To Briefcase. Life After Graduation, LLC
OFFICE AREA APPEARANCE: @back
Some people do not worry about housekeeping habits away from home. Neatness or sloppiness is highly visible in the office and has an immediate impact on visitors.
· The desk should be neat and organized.
· Writing instruments and paper clips should be placed in a holder.
· The stapler and tape dispenser should always be stocked and placed in an appropriate place on the desk.
· No crumpled papers should be on the desk or floor.
· Files, confidential or not, should be neatly placed on the desk where a visitor will not have easy access to read it.
· The desk calendar should not have doodles or any phone numbers written on it.
· No food should be left on the desk. Coffee spills and bread crumbs should be taken care of immediately.
· The garbage can should not be overflowing. Replace the garbage with a new bag.
Information gathered from @back
Arndt, Terry and Ricchini, John. “Steps To A Successful Career,” BackPack To Briefcase. Life After Graduation, LLC
There are rules for proper behavior in an office just as there are rules of etiquette at home and at social events.
To work successfully with others in a productive and congenial atmosphere, it is necessary to conduct yourself according to certain long-established conventions. Since the foundation of proper etiquette is respect for others, essential courtesies usually flow naturally and easily with a positive and thoughtful attitude toward customers and coworkers.
YOUR ROLE IN PROPER OFFICE ETIQUETTE: @back
· You represent the department you work for. Your supervisors expect you to maintain a professional atmosphere for any person who walks into or calls the office needing the departments’ services.
· In demonstrating proper behavior in an office, you are a role model to your peers.
· As a possible future supervisor, you will expect the same proper office behavior as was expected of you. Because of the training you received on proper office etiquette, you can mentor your employees who will then in turn follow your example.
· On a practical side, when you request letters of recommendation, supervisors write exemplary ones for those employees who demonstrated responsibility, enthusiasm, and proper office etiquette.
IMPROPER GREETING ETIQUETTE SCENARIO: @back
You are talking on the phone when person A walks into the office. You are turned sideways with the phone not visible to person A. You see the person out of the corner of your eye and place your hand up to cut off whatever person A may say. You continue your personal phone conversation for 5 minutes. When you are done, you slam the phone down, begin to type on the computer, and then turn to person A saying, “What do you want?”
GREETINGS
· Always speak clearly and in Standard English.
· When you are on the phone, face the entrance of the office. A person entering the room can see you are on the phone, and then wait for you to finish the conversation. Remember that personal phone calls should be made on your breaks or lunch hour.
· Greet a person with a pleasant hello, good morning, good afternoon, or good evening. “Hi”, “hey”, or “yo” is not an acceptable greeting.
· Multi-tasking is the “buzz” word in today’s workplace as a way for getting things done. However, when working with customers you need to give them your full attention.
· Pleasantly ask the person, “How may I help you?” “What do you want?” is not acceptable. The statement is rude and indicates to the person that you do not want to be bothered.
· If you are not able to help the person, then direct them to the appropriate staff/faculty/administrator when possible. It will be helpful to clearly write down the staff/faculty/administrator’s name and office number.
Information gathered from
Arndt, Terry and Ricchini, John. “Steps To A Successful Career,” BackPack To Briefcase. Life After Graduation, LLC
PROPER GREETING ETIQUETTE SCENARIO: @back
Person A enters the office and clearly sees you are on the phone. Since you are on a personal phone call, you end the conversation within a few seconds gently placing the receiver on the phone’s cradle. You turn to the person and say, “Good Morning. I am sorry about the wait. How may I help you?”
IMPROPER INTRODUCTION ETIQUETTE: @back
Person A: “Hello, my name is Mrs. Smith. I am here to see Mrs. Jones. I have an appointment with her at 2:00 .”
Work study: “Yeah, let me see if she’s in the office.” The work study calls her supervisor and says, “That woman for the job interview is here. What do you want me to do with her?”
The work study directs Mrs. Smith to the supervisor’s office by pointing in the general direction.
INTRODUCTIONS: @back
· Always speak pleasantly, clearly, and in Standard English.
· Introduce yourself to the person; “My name is Anna. I am Mr. Smith’s work study.”
· When informing your supervisor that a person is here to see them, state the title and name of the person. Also, state the purpose of the visit when applicable.
· Correctly pronounce the person’s name. If needed, ask the person for the correct pronunciation. There is no shame in that.
· If a person needs to wait, direct them to a place where they can sit. Also, indicate to the person a place where they can place their coat and/or umbrella.
· When your supervisor is ready to see the person, personally escort them to the office. If it is not possible to leave the front desk area, then clearly give directions and the office number.
Information gathered from
Arndt, Terry and Ricchini, John. “Steps To A Successful Career,” BackPack To Briefcase. Life After Graduation, LLC
PROPER INTRODUCTION ETIQUETTE:
Person A: “Hello, my name is Mrs. Smith. I am here to see Mrs. Jones. I have an appointment with her at 2:00 .”
Work study: “Hello. Please have a seat while I inform Mrs. Jones that you are here.” The work study calls her supervisor and says, “Mrs. Smith, your 2:00 appointment, is here. Would you like me to direct her to your office?”
The work study walks Mrs. Smith to her supervisor’s office.
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