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You are here: Home / Archives for procourtesy

Non-Profit Etiquette

July 17, 2013 by procourtesy

 
Non-Profit Etiquette
There is a lot of competition out there for the money you give personally, to charity. Ask anyone and they will tell you that they are inundated for money requests from non profit organizations, political campaigns and academic institutions. And if you are in business the requests may be even greater.

The charity that people choose to support is often based on their own personal experience with, or their loyalty to, an organization. Political views, alma maters, family and personal health issues and many other things play into the decision as to what group one supports.

All of those requests can make one dizzy and yes, sometimes annoyed, with the constant barrage for money or items. So, in order for your organization to be perceived as worthy and grateful for the donations that you receive consider a little “non profit” etiquette as you ask for support.

Don’t expect everyone to offer services and gift items for nothing or monetary support just because you are a “non-profit” organization…non-profit doesn’t mean you get everything for free. Non-profit employees don’t expect to work for nothing and you shouldn’t expect others to either. Get over any sense of entitlement.

When asking for a favor or requesting services from someone consider getting their fees under written by some of your donors. Most people will offer a discount to non profit organizations, but for small businesses to do everything for free is a dangerous precedent for them to set and they can’t afford it.
Retailers lose money after a certain point when discounting merchandise. So to expect everything at cost is unrealistic too.

Support the businesses that support you. If you and your staff are constantly asking and never giving back you will quickly become someone to avoid. This also includes the people who sit on your board and constantly ask for money, favors or merchandise and never support the local businesses who generously give.

Make sure that every donation, regardless of whether it is of monetary value or just someone’s time is acknowledged. To have people donate money, items and/or time and not express thanks is a huge faux pas.

Train your staff in professional courtesy skills. Especially, if they are doing any kind of entertaining while fund raising. Staff members should be able to meet and greet the public with aplomb, network effectively and manage a formal dining situation with poise and confidence.

Know your community. If you are the new person who has been hired from out of town, you should be doing your homework on the who’s who in the community. And you should know what else is going on in the new city you now call home.

Get your requests in early. Most companies plan their budgets for charity at certain times of the year. It may be important for you to time your requests from the large corporations, especially if the request is for a large sum.

Value your volunteers. The people who volunteer their time for your organization should be treated with the same respect as your paid employees. Actually, maybe more. Most non-profits couldn’t function without their volunteers.

So, ask graciously, give back and be grateful to those who make your organization a success. It will come back to you in kind.

Filed Under: business etiquette Tagged With: cancer society, charities, colleges, community service, donors, non profit organizations, non-profit etiquette, the arts, volunteers

The View from the Front of the Room

June 4, 2013 by procourtesy

 

The View From the Front of the Room

Anyone who has done any training, teaching or speaking in front of a group of people will tell you that you can size up a group pretty quickly.

As a trainer in professional skills and business etiquette I am in front of all sizes of groups quite regularly. And I am often surprised by what I learn from the view at the front of the room.

Some people come in very eager and willing to learn something new or brush up on skills that they already possess. They introduce themselves in a pleasant manner and take their seats. However, there are those who come with a chip on their shoulder and are pretty indignant about having to attend. I think they consider being asked to attend business etiquette training as somewhat of an insult to their capabilities. And that response is ironic to me, because these are often the people who need the training the most.

As a child I was told by my parents and teachers that the people who had the floor deserved your undivided attention. Even if you didn’t like what was being said you needed to keep still and quiet. Advice I still subscribe to today, when I am in an audience.

Like actors on a stage, speakers can feel the energy in a room. Sometimes, that’s good energy and sometimes it can be bad energy. Facial expressions, body language and today, the number of times people check their personal electronic devises can let you know whether you are capturing their attention and if they are buying into what you are saying.

There are those people who will come into the room and take the last seat in the last row of the room. That says to me that they really don’t want to be there and they don’t want to engage with you or the rest of the group. And they are usually the people who are the first ones out the door when I finish.

There are certain courtesies that should be observed anytime you are in a situation where someone else is speaking, presenting, or performing. Here is my list of things to do.

  • Do arrive in plenty of time to get situated and comfortable before the speaker begins.

  • Do fill in from the front of the room and sit next to someone you don’t know. Some situations can be great networking opportunities.

    Do let the speaker know (if possible) if you have to leave before they are finished so they don’t think you are walking out on them. And if you do leave early, consider leaving during one of the breaks so as not to cause a distraction for others.

  • Do give them your undivided attention. Silence your mobile devices and try to check messages and e-mail at the scheduled break times. Speakers can see you checking messages and it can be distracting and perceived as disinterest. And it is rude.

  • Do try to take care of any necessities during the scheduled breaks and before sitting down for any meal that may be included in the day. Of course, emergencies are excluded.

  • Do ask questions if you are invited to do so. The interaction is encouraging. Speakers learn from your questions, too.

  • Do be respectful and don’t try to show up the speaker. Nothing worse than having a show off or an argumentative person in the audience. And don’t chit-chat with the person next to you.

  • Do be careful not to monopolize the speaker with your questions during a session. Consider speaking with the trainer after the session if they make themselves available to you.

  • Do thank the speaker after they are finished if they make themselves available. They like to know that you appreciate their time and expertise.

  • Do keep an open mind. Most of us can learn some new tidbit that will be of benefit, even if we feel we know the subject matter well.

  • Do let your boss know you appreciated them paying the fee for your attendance. Not all companies are very willing to pay for ongoing training.

So, the next time you are in an audience be attentive to the messages you may be sending the speaker. You might be surprised.

Filed Under: business etiquette Tagged With: audience distractions, audience etiquette, audience politeness, business etiquette, public speaking, training, training attendees

The Importance of a Patient Advocate

April 21, 2013 by procourtesy

The Importance of a Patient Advocate

While dealing with my late husband’s illness and hospitalizations I soon realized the importance of taking on the role of his “patient advocate.” During several hospitalizations for a surgery, a head injury, that put him the ICU after a fall, and other ongoing care until he died, I felt the need, and was able to be his voice and protector. Even though, much of the time during his illness, he was able to make decisions and ask the appropriate questions, I too, could step in and ask, observe and trouble shoot. The fact that he was a physician and I was a nurse, didn’t hurt. However, having a medical background is not essential to be an effective patient advocate for your friends and family members.

When people are ill, in the hospital, or in a crisis situation, their ability to evaluate what is going on around them may be compromised. If they are seriously injured, coming out of anesthesia, on pain medication, bedridden or just feeling lousy, they may not have the energy or those critical thinking skills required to make informed decisions. That’s where a personal patient advocate can help tremendously.

I assumed that role again, on a recent vacation with good friends. One of my friends was injured from a fall at the airport curb as we were getting ready to leave for home. The stool that she stepped onto as she was getting out of the cab slipped as she put weight on it and she fell face and head first smacking the concrete curb. To say the least, a very scary situation for everyone involved. As we got her up and I looked at her, she was bleeding from a laceration to her left temple. A wheel chair was summoned, medics called and before we knew it, we were on our way to the University of California, San Diego Trauma Center, Hillcrest instead of going home.

She had not lost consciousness and had no confusion (worrisome signs for a head injury), but she was on blood thinners; a risk when you have an injury and are bleeding. It was, indeed, appropriate for her to be evaluated by a physician to make sure she was not bleeding inside her head. Remember actress, Natasha Richardson? She died two days after a head injury on a ski slope from a brain bleed that went undetected because she thought she was okay and didn’t have it checked out.

As we arrived at the trauma unit, my friend was whisked away into a trauma room where things happen pretty quickly with lots of people working on you at the same time…it was a well oiled machine. I was sent to a waiting area and was told that they would come and get me when they got her evaluated and some tests done. Fortunately for us, as close friends, I knew much of her medical history, what medications she was on and could have answered important questions if she couldn’t. She too, is a nurse and was able to do some of her own advocating. However, we were in a city that was not our home, dealing with a medical system and people we did not know. We were at the mercy, so to speak, of those taking care of her. And trusting them is part of the deal in this kind of situation.

Not too much time had passed after she had been assessed and had some tests when I was invited back to sit with her in the trauma room while we waited for those test results. At that point we learned that they wanted to admit her to be able to observe her overnight and so they could do another C.T. of her head, later in the day, to make sure that there wasn’t a slow bleed in her brain.

While in the waiting area I was able to call her husband, a physician, and tell him what had happened and keep him apprised throughout the day. When the test results came in we got her husband on the phone so the physician could talk to him directly and her husband could ask any questions of concern that he might have. This is “professional courtesy” in the medical business, but I would not hesitate to ask a physician to speak with anyone close to a patient who might not be there physically.

The staff at U.C.S.D. couldn’t have been nicer. They were able to get her a private room so I could stay with her through the night. They commandeered a lounge chair from another floor that turned into a cot so I could sleep in something other than a straight chair. I was very grateful and I think my friend was happy to have me close by. And she would have done the same for me.

As her advocate, I made sure that I got the names of everyone we encountered, what their role was in dealing with her. Getting names of those taking care of you or your family and friends is important. In crisis situations, it is nice to have a name to refer back to. Healthcare workers should always introduce themselves to the patient and family, but sometimes, that step is missed, especially in an emergency situation.

So, here are some guidelines for anyone who is assisting with family and friends in a medical setting:

  • If people do not introduce themselves to you, politely ask, “please tell me your name and what do you do here?”

  • Be another set of ears for the patient. Listen to the information given and ask questions if the patient is unable to ask for themselves or if they have forgotten something.

  • Take notes. Ask for clarification of medical terms in lay language.

  • Inquire as to when physicians might be making rounds so you can speak with them directly. Ask if you can make an appointment to meet with them while they are in the hospital.

  • While traveling with friends, have an idea of any health risks they may have and share yours.

  • Everyone should carry a brief medical history in their wallet or in their phone, that contains a list of medications, pertinent current and past medical information, allergies and contact numbers of friends and family members (ICE, in case of emergency)

  • If family members or friends are hospitalized, staying with them through the night is a huge comfort for them, but also, in these times of short staffing, you can be a great help in doing some of the small things that a patient needs.

  • When medication is dispensed, the patient and/or the advocate should always ask what the medication is and why it is being given, before taking it. Med errors do happen and another check is never a bad idea.

  • If someone you are with is injured in an emergency situation, stay as calm as possible. Take in the entire situation and get the names and contact information of those who assisted.

  • Keep track of the injured persons valuables and personal items.

  • Let medical people involved know who you are and your relationship to the patient. But do stay out-of-the-way of the medical people, especially in an emergency situation and let them do their job.

  • Do ask when you will be able to see the patient and what number to call if you have questions. Most special units have a direct line that family members can call to speak with someone in the unit and get an update.

  • Be polite, but if you feel the need to assert yourself do it in  a respectful way. You will get better results than if you are angry or accusatory.

  • Check the I.D. bracelet of the patient to make sure the information on it is correct. In emergency and trauma units a fictitious name and patient I.D. number and date of birth may be assigned to a patient due to the fact that many people arrive without any identification. The patient’s real name with be added later.

  • If tests are done, it is okay to ask when you might get the results. Also, don’t be afraid to ask again. Nurses get busy and getting timely test results can sometimes get lost in the shuffle.

  • Do ask about comfort issues, like when they can eat,have something to drink, get up, wash up, brush their teeth, etc.

  • Upon dismissal, be sure to ask questions on what may be an issue after the patient leaves the hospital. Go over discharge information with the discharge nurse and get details about future appointments… who makes them. Ask about medications and where you can pick them up. And lastly, what should you do if a problem arises after dismissal.

Filed Under: medical manners Tagged With: emergencies, health care courtesy, hospitalizations, Hospitals, illness away from home, medical etiquette, patient advocates, patient care, Professional Courtesy

George Washington’s Rules for Civility

February 18, 2013 by procourtesy

George Washington’s Rules for Civility
Today starts the beginning of President’s week in the U.S. It is the time we honor President’s George Washington and Abraham Lincoln. Both of these men are well-known and left quite a legacy. Their beliefs emphasized freedom for individuals and certainly helped form the foundation of America. They also believed in consideration for others and talked about “civility”; a word that is still buzzing today.

Etiquette books have been around for thousands of years. The behavior they promote is as relevant today, as it was in generations past. Take a look at Washington’s Rules of Civility and see what you think.

http://www.history.org/almanack/life/manners/rules2.cfm

Civility and decent behavior helps support a society and civilization. Without it we are certainly at risk for perishing.

Filed Under: etiquette Tagged With: civilzations etiquette books, decent behaviour, George Washington Rules for Civility, polite society, Presidents Day

Afternoon Tea is Not High Tea

January 10, 2013 by procourtesy

Afternoon Tea and Beyond

Afternoon Tea is Not High Tea
“There are few hours in life more agreeable than the hour dedicated to the ceremony known as afternoon tea”.     Henry James

I often hear people describe an “afternoon” tea as “high” tea. I suspect this is their way of making it sound special. However, the two are distinctly different and should not be confused. Below is a list of descriptions for the various types of tea that one could host or participate in.

  • Afternoon Tea includes three distinct courses – tiny sandwiches, scones, pastries and tea.
  • Cream Tea is a light repast that calls for scones, jam, clotted cream and choice of tea.
  • Light Tea is a lighter version of afternoon tea. Sandwiches are not usually included.
  • Full Tea is a complete four-course menu which includes finger sandwiches, scones, sweets, and dessert along with choice of tea.
  • Royal Tea is also a complete four-course menu, but the addition of a glass of champagne or sherry gives it the distinction of royal.
  • High Tea is a simple but hearty sit down meal which originated during the Industrial Revolution. The menu often includes meat pies, Welsh rarebit, sausage, cold meats, breads, cheese, jam, butter, relishes, desserts, fruits and tea. And it is served later in the day, often around 6:00 p.m. It can take the place of the evening meal.

There is something about having tea that evokes a heightened sense of civility. If you have never had afternoon tea in a fine restaurant where they do it well, I suggest you give it a try sometime. It is one of my favorite things to do when I am in a big city or in a restaurant known for their wonderful teas.  If you are unable to travel or find a place in your city, try doing a tea for friends and family in your home. It is a wonderful way to entertain. And no “extended pinkies”; that is not proper etiquette.

Filed Under: Tea etiquette Tagged With: afternoon tea, cream tea, full tea raised pinkies, high tea, national tea month, tea etiquette, tea for pleasure

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