2014 Young Professionals Conference Business & Dining Etiquette Cheeseburger in Paradise. Presented by

Transcription

1 2014 Young Professionals Conference Business & Dining Etiquette Cheeseburger in Paradise Jennifer Laud First Financial CU Presented by & Aaron Heldt NuMark CU Link to presentation slides: 1. Networking Events a. Before you arrive at your event, go through this checklist: i. Name Tag ii. Pens (Company Pens?) iii. Lots of Business Cards iv. Look in the mirror How do I look? v. What else do you need? Tissues, hand gel, emergency granola bar, breath mint? b. Ways to break the ice and prevent awkward silence. Start a conversation i. Approach the Person and ask a question ii. Give a compliment iii. Find someone you already know and have them introduce you to people (or vice-versa) iv. Don t talk to one person too long c. Tips to Remembering Names i. Focus on the Person ii. Repeat their name out loud iii. Ask a Question iv. Repeat their name silently in your mind v. Make a vivid association between their name and something familiar to you vi. Conclude with an interaction with his or her name d. Elevator Speech Tips i. Keep it Conversational ii. Keep it short iii. Use Everyday Language iv. Practice makes perfect v. Say it with confidence

2 e. Follow Up Options i. Send a thank you ii. Connect on linkedin and send a thank you message iii. Make a phone call iv. Write an old fashion Thank You letter 2. Cocktail Hour a. Checklist i. Research the Attendees 1. List any vendors or CUs you want to connect with 2. If the event is part of a conference, reach out to peers ii. Don t forget the business cards! Make them easy to access iii. Appropriate attire: the invitation should give you clues iv. Eat something before you go v. Arrive on time b. First Impressions i. Assess the room as you arrive ii. Option 1 Buffet: choose foods you can comfortably eat with a toothpick or fork. Think about balance. iii. Option 2 Bar: stick to 1-2 alcoholic beverages. 1. Worth remembering: microbrews tend to have a higher alcohol content than your standard mass production 2. Iced tea, seltzer and lime are great substitutes iv. Option 3 Go mingle! c. Perfecting Your Mingling Skills i. Visit the entire room: you re there to make connections ii. Avoid groups deep in conversation: instead, find a group with an open stance, make eye contact, then ask to join iii. Keep your energy high and personable. iv. Ask about others v. When it s time to move one, wait for a break in the conversation, then excuse yourself and make your next move d. Follow Up i. Send an to any new contacts you want to follow up with ii. Send a LinkedIn invite to new connections you want to keep in touch with in the future iii. Make a phone call to advance business conversations iv. Write a thank you or note to the host 3. Dining Etiquette a. Arrival & Seating i. Before the meal, shake and hands and make introductions ii. When you re ready to be seated, stand until your host sits

3 iii. Don t forget the basics Sit up straight, without leaning your chair back Keep your elbows off the table Place your napkin on your lap after your host Say please and thank you Keep your gadgets stowed and silenced Don t over indulge b. Ordering i. Don t ask the waiter to explain the entire menu ii. Let the host take the lead on ordering. If the wait staff goes in a different order, ask your host what they would recommend iii. Order something that is familiar, easy to eat, and not expensive iv. Avoid alcohol during lunch, limit yourself to 1 drink for dinner v. Order as many courses as your companions c. During the Meal i. Utensil confusion? Work from the outside in, utensils above are for dessert. Expect larger knives to be brought with entrees ii. BMW: bread on left, meal in the middle, water on right iii. Break your bread over its plate and butter each piece iv. Cut your entrée as you eat it, not all at once v. Do not bring up business until after the entrée vi. Place napkin on your chair when leaving the table. After the meal, place it loosely folded where your plate was vii. When pausing, put utensils on the side of your plate. When done, put them at 4 o clock. Don t push or stack plates. d. More Nuanced Situations: i. Mention dietary restrictions if appropriate when ordering ii. If food is cooked improperly, mention it to your waiter and tell everyone to continue with their meal iii. If you spill on yourself: go to the restroom or dab your napkin in water to gently blot. If you spill on someone else, politely ask them if you can pay for the cleaning or replacement iv. If you are sharing anything, ask for extra clean plates. Shared sauces should be spooned onto your plate v. Don t use toothpicks, remove things from your mouth the same way they went in. Go to the restroom for things caught in teeth. vi. Never ask for the leftovers e. If You are Hosting i. Research the restaurant and make a reservation ii. Make it clear you are the host and let the waiter know iii. Be ready to take charge

4 iv. Ordering wine: don t mention price, ask if the table has a preference on red or white, don t return the wine v. Quietly pay for the bill at the end of the meal b. Internal Events and Business Extras i. The Holiday Party (The Dos & Don ts) Don t 1. bring an uninvited guest 2. Overindulge 3. Talk Shop 4. gossip or tell inappropriate jokes Do 1. bring a guest if you can 2. get to know your boss and your boss s boss 3. dress professionally 4. keep things light and fun ii. Golf Outing Etiquette When on the course follow course rules Keep quiet when teeing off No walking on a the Putting Green Line Know the rules of the Outing Not a golfing Credit Union? Sponsor a Hole. Hand out giveaways and information to golfers. iii. Etiquette Use a Signature that has Contact Information Subject Field is used to indicate content and purpose Know when to be formal/informal Txt Wk. Don t compose a Nastygram Tone can t be heard Use the CC: and BCC appropriately Summarize long discussion iv. Webinar and Conference Call Etiquette Keep track of the call-in information and be early Mute your phone when not speaking Use the handset for shorter calls, get close when using speaker, mute extra microphones to avoid echoes Assign a leader and a notes taker State your name at the beginning, wait for pauses and state your name before you contribute Be prepared and stay engaged Sit up straight, speak clearly and be concise Maintain good reception throughout the call

5 If you are the leader: Send a calendar invite with the call details Test your equipment ahead of time Provide technical help/details for attendees Follow an agenda and make sure people have it Specifically ask other person to respond to questions Keep to the time allotted Let the group know how you ll handle questions Follow up with call notes, action items, slide decks