Presentation for Cisco Financial

1. Email Guidelines for Business Cisco Financial – April 4, 2011 Presented by: UNR, Extended Studies & Empower Consulting Group

2. Course Objectives Identify best practices How email works Email etiquette Sending, Formatting, Attachments, To, From, CC,BCC, Subject Line Forwarding Implement best practices Crafting your email message Perception, Privacy, Copyright www.go2ecg.com

3. How Email WorksCourtesy of How Stuff Works www.go2ecg.com

4. Why Email Etiquette? Professionalism Proper language conveys a professional image A pleasure to do business with Efficiency Well thought out, well written State the purpose and need Get to the point Be clear Protection from liability Legal record www.go2ecg.com

5. Basic Guidelines To CC Confusion Think it through BCC Mail merge vs. Spam No blank subject lines “Reply to all” Forwarding www.go2ecg.com

6. More Basics Feedback Acknowledge receipt Embarrassing emails Attachment file sizes Some restrictions Keeping attachments outside of the email – hard drive, network Video and photo files add up The receiver’s connection speed Shorthand, acronyms, emoticons Delivery and read receipts “High Priority” Disclaimers Know when to pick up the phone www.go2ecg.com

7. Content Is King Building Relationships & The Brand www.go2ecg.com

8. How Would You Respond In Person? Business letter courtesy Greeting, Closing Name Be concise and to the point Make it personal Put yourself in their shoes What’s the intent of the message Answer all questions, and pre-empt further questions What’s the next question www.go2ecg.com

10. Read the email before you send it

11. The message thread

12. Relevance and edits

13. Use a meaningful subject

14. Urgent and importantwww.go2ecg.com

15. Simple Rules Answer swiftly What’s swiftly – 24 hours, same day YELLING = Count to 10 Spam, attachments and unnecessary files Ask first Substance over style Formatting Take care with rich text and HTML messages Recalling a message Templates www.go2ecg.com

16. Perception, Privacy, Copyright Your email is not private Monitoring A record = “owned” Confidential information Signature block (5-6) Copying a message or attachment without permission Embarrassing emails Misunderstandings www.go2ecg.com

17. “There are four ways, and only four ways in which we have contact with the world. We are evaluated and classified by these four contacts: what we do, how we look, what we say and how we say it.” -Dale Carnegie (1888-1955) American Educator Pulling It All Together www.go2ecg.com

18. Summary & Take Away What I learned . . . The action I will take is . . . www.go2ecg.com

19. Thank You. Liz Christoffersen775.853.2530liz@go2ecg.comSkype: ecgllcWebsite: http://www.go2ecg.comLinkedIn: http://www.linkedin.com/in/go2ecgTwitter: http://twitter.com/go2ecg