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Put “Official” (Written) Standards of Behavior in Place

There is no single rule about what’s acceptable in the workplace and what isn’t. It varies across industries and from one company to another. Also, the “rules” change over time. Twenty years ago, it made sense for a company to prohibit mobile phone use during work hours. Now, almost everyone wants and expects to have access to their phone. Plus, individuals have different backgrounds and expectations—what’s normal and acceptable to one person may not be to another.

For all of these reasons, if you don’t spell out what good behavior looks like, everyone may not know. And yes, there may occasionally be that person who does know what good behavior is but for whatever reason chooses not to practice it. The solution is to get the entire company involved in developing a “Standards of Behavior” contract.

This document can address any and all aspects of behavior at work: from how we interact with clients and customers to the nitty-gritty of how we behave toward leaders and coworkers. If we can’t help a customer do we find someone who can? Do we complain about problems or do we work to fix them? Do we come to meetings on time? Do we talk too loudly on the phone? Do we pitch in when a coworker needs help? All of these behaviors—and many others—can be spelled out and standardized.

If this seems extreme, consider just how important workplace behavior is. I find that when people are on their best behavior they communicate more clearly, there are fewer unpleasant conversations, and everyone enjoys being at work more. People work better in teams, which leads to better collaboration and innovation. And all of this together adds up to more engaged employees, improved performance and productivity, and yes, happier customers.

Consistency across the organization is the most elusive item in most companies. Some people may behave well all the time, others don’t. Customers may have good things to say about one department but not another. Standards of behavior create a more consistent experience for everyone. Obviously, that’s better for customers but it also feels better for employees. When times get tough economically it’s good for morale to have a workplace that feels calm and stable.

Plus, people just do better when we are 100 percent clear on what the rules and boundaries are and when we see that everyone is following them. Blurred lines and vagueness make us anxious. Clarity sharpens our focus.

Because standards of behavior are written down and “official,” they seem more real and people take them more seriously. Plus, once the standards are agreed upon and signed by everyone from the CEO on down, you’ll have something official to hold people accountable to. This document truly does keep people on their toes and more aware of their behavior.

Managers will appreciate having firm guidelines to hold employees to. It makes their job easier, and makes it easier to recognize those who are doing it right and move out those who are consistently getting it wrong. “Shape up or ship out” conversations are much less ambiguous when everyone agrees on what the standards are, and understands why they are in place. It also allows employees an opportunity to have the “is this really a fair expectation?” conversation before something goes wrong.

Here are a few tips for creating and applying the standards:

  • Start by looking at your company’s long-term objectives. Then, figure out which behaviors can help you meet them. What do you want to achieve over time? Where do you need improvement? Maybe your company has a goal of increasing repeat business. And maybe your customer satisfaction survey shows that customers who call in with a problem feel like they’re rushed off the phone. So you might create a standard that anytime an employee talks to a customer they end the call or interaction by saying, “Are you having any other problems with our product or service that you’d like to tell me about? I have time.”
  • Be very specific in your wording. (Remember, clarity counts.) In other words, don’t write “Be polite to coworkers.” That could be interpreted to mean almost anything. Instead, spell it out for employees. Write “Say thank you when someone helps you.” Or “Say good morning when you pass someone’s office as you arrive at work.” Don’t just write “No gossiping.” Instead, write “Only say things about a leader or coworker that you would say directly to their face.”
  • Spell out behaviors that show a strong commitment to leaders and coworkers. For example:
  • “I will discuss issues directly with coworkers rather than going to other people.”
  • “I will respond promptly to all forms of communication.”
  • “I will do everything possible to meet deadlines.”
  • Include behaviors that impact the customer experience. For example:
  • “I will introduce myself to clients and customers and tell them my job title and experience—for example, ‘I’ve worked here for five years and have become an expert in _______’ ” (fill in the blank with the service the client/customer is there for).
  • “I will address customers by name as soon as I hear it or see it in writing.”
  • “If I cannot help a customer I will find someone else who can.”
  • “I will ask customers to tell me if I am not meeting their expectations.”
  • Before you finalize the document, give employees the final sign-off. Make sure everyone has a chance to review it and give their input as it’s passed around for signing. If someone objects to a standard, listen to their concerns and alter it if you can. This makes buy-in a lot more likely. Plus, employees may come up with standards that you may never have thought of, just because they work “in the trenches” and know what the issues are.
  • Explain the “why” behind the Standards. Connect them to your mission, vision, and values. You may want to do an official rollout to introduce the Standards. Whether you make a celebration out of it or just share it over your company’s intranet, reinforce the reasoning behind them. For example: “Our mission is to be the best organic coffee shop in town. A big part of that is making customers feel at ease and at home. We also know that starts with a positive, happy, fun company culture. So, as you know, we’ve worked with the entire team to develop a set of behavior standards to help us all better meet these goals.” When you explain the why and connect it to your larger purpose people won’t feel a big list of rules is being “imposed” on them.
  • Have everyone sign the pledge to make it official. This includes the CEO. Just the act of putting pen to paper makes people far more likely to take the contents of a document seriously.
  • Use the standards to weed out unsuitable employees. Have candidates read and sign the standards even before you interview them. This gives people the chance to opt out if they don’t feel your corporate culture is right for them. Two, if you do hire them, they’ll know right away what you expect from them and will be able to get started on the right foot.
  • Give the document “teeth.” If someone violates a standard, hold them accountable, even if it’s just a matter of saying, “Remember, our Standards of Behavior says we’ll return phone calls within 24 hours. It’s been four days and you still haven’t called Mr. Smith back.” I have found most times a reminder is all it takes and there’s usually no need to write people up or take more drastic measure. Most people want to do the right thing but we are all human.
  • If you violate a standard, admit it and apologize. The standards are for everyone, including leaders, and this is an opportunity to demonstrate that.
  • Treat the Standards of Behavior as a living document. Make changes as needed. As companies evolve and environments change, your standards of behavior may need to evolve, too. You might discover that one of the behaviors isn’t working as intended, or you might discover that a new one needs to be added. It’s a good idea to review the document each year to make sure it’s still serving your company’s needs.

The great thing about creating and enforcing a well-thought-out set of behavior standards is that over time your culture grows around it organically. Eventually, people won’t be following the standards because a document tells them to, but because it feels right and natural to them. That’s when you truly become a great place to work and a great company to do business with.

SAMPLE STANDARDS OF BEHAVIOR

Commitment to Coworkers

I recognize that my coworkers and I have a common destiny. What's good for them is good for me (and vice versa). In everything I say and do I will keep this truth in mind. Therefore . . .

  • I will strive to be helpful, and assist coworkers whenever possible. This includes coworkers in other departments.
  • I will always treat coworkers with respect. If I would consider it disrespectful if said to me, I won't say it to them, either.
  • I will welcome feedback from team members. Rather than being defensive, I will say thank you.
  • I will be respectful when approaching coworkers with criticisms, and offer them in private rather than public settings.
  • I will be mindful of coworkers' deadlines. I will respond promptly when they reach out with questions, comments, or concerns.
  • I will respect their time. I won't disrupt their schedules with meetings that run long or show up late to meetings.
  • If at all possible I will come to work on time. If I see I'm going to be late I will let people know ahead of time.
  • When I am absent, others have to pick up my slack. Therefore, I won't miss work unless I absolutely have to.
  • I will take ownership of projects. When problems come up I will do my best to solve them (regardless of where they come from).
  • I will strive to resolve issues with coworkers one on one if possible.
  • I won't talk about people or gossip behind their backs.
  • I will show respect for others' backgrounds and beliefs, even when they differ from my own.
  • When I take time off, I will set my coworkers up for success by letting them know what is going on so that work can continue seamlessly.
  • I will meet my deadlines. I will complete my assignments.
  • I will welcome new team members, mentor them when possible, and do everything in my power to help them succeed.

Creating a Positive Workplace

  • I will say, “Good morning” and greet people when I arrive at work. I will say, “Goodbye” when I leave to go home.
  • I will keep my office clean. I will also respect community spaces and clean up after myself.
  • I will strive to say three positive statements for every one negative.
  • I will avoid discussing controversial political or religious topics.
  • I will talk quietly when I am on the phone (or shut my door).
  • I will use good manners. This includes saying “please,” “thank you,” and “excuse me” when the occasion calls for it. It also includes knocking on doors.

Technology Etiquette

  • I will use my phone and computer for work purposes only.
  • I will not check social media accounts or make posts during work hours.
  • Even on my private accounts I will never post negative statements or sensitive information about my company, coworkers, clients, or customers.
  • I will use tools that make things easier on people, such as setting an away message on my email.
  • I will practice good email etiquette. For example:
    • I will include a clear and direct subject line.
    • I will avoid overwhelming people by copying them on unnecessary emails.
    • I will craft emails carefully: I will include all relevant details but keep messages as short and to the point as possible.
  • I will be aware of potential computer viruses. I will open email from outside the facility only if I know the sender.
  • If at all possible I will not bring my cell phone to meetings. If I do I will check messages only during breaks.

Commitment to Clients

As often as possible I will put the client's needs ahead of my own. I will never forget that they are why we are in business and why my coworkers and I have jobs. Therefore . . .

  • I will do the best possible work I can to meet their needs.
  • I will be mindful of clients' privacy, and keep their information confidential.
  • I will be polite and open when speaking, and be aware of my body language during interactions.
  • I will acknowledge and maintain eye contact when interacting with them.
  • I will always treat clients in a professional and respectful way.
  • I will not complain about or say negative things about clients to my coworkers.
  • I will avoid discussing internal issues in public, or in the presence of clients.
  • I will check in regularly with clients to see if their expectations are met.
  • I will always be positive, upbeat, and courteous when interacting with clients.
  • I will never be frustrated when customers interrupt my day, remembering that meeting their needs are why we are in business.
  • If I'm unable to meet a customer's needs on my own, I will find a teammate who is able to do so.
  • When handing over clients, I will introduce colleagues and reassure the client that they will provide excellent service.
  • When I know a customer is dissatisfied, I will be proactive in correcting the situation.
  • I will strive for excellence in service recovery by using LEAP:
    • L: Listen
    • E: Empathize
    • A: Apologize (“I'm sorry we did not meet your expectations.”)
    • P: Perform whatever action is necessary to correct the situation

Communicating with Clients and Customers

  • When a client calls or visits I will always introduce myself, and let them know what my role is.
  • I will say, “May I ask who is calling?” and direct their call appropriately if I can't handle it myself.
  • I will respond as quickly as possible when a client reaches out with a question.
  • I will promptly return missed calls and emails. I will not let a client go without a response for longer than 24 hours, even if I have to ask a colleague to respond in my absence.
  • I will learn clients' names, and use them when communicating.
  • I will avoid unpleasant behaviors, such as chewing gum or eating while on the phone.
  • I will avoid slang or abbreviations in emails.
  • I will always circle back and check in with those waiting on my response, even if I am not yet able to resolve their initial inquiry.
  • I will always be courteous of the client's time. If I must place them on hold, or if I can't respond to their email in a prompt and helpful manner, I will say, “I am so sorry for the inconvenience.”
  • I will make things easier on the client by giving them an introduction and specific contact information when transferring them to another person. Also, I will take time to explain the situation to my colleagues when handing the client off to them so that the client doesn't have to repeat themselves over and over.
  • I will make a personal, brief, and effective voice-mail message so clients know who they are contacting when I'm unable to answer the phone.
  • I will narrate to the client what my next steps are when finishing the conversation, whether that means looking for more information, resolving their concern, or simply passing on a message to a colleague.
  • I will avoid frustrating clients with automated recordings, and will make every effort to connect them with a real person as soon as possible.
  • I will try hard to be available to take calls and respond to emails during business hours.
  • I will say thank you after every client interaction.

By signing below, I indicate that I have been given a copy of these Behavior Standards, and that I will try to uphold these standards to the best of my ability.

Name: ___________________________

Date: ____________________________

One copy will be signed and filed with Human Resources. Second copy will stay with employee.

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