Praise for Etiquette & Communication Strategies for Nurses, Third Edition “Kathy Pagana has done it again! This well-written, easy-to-use, comprehensive discussion of social and professional etiquette is a must-read for all aspiring and experienced nurses. Whether you are a new graduate interviewing for your first nursing position or a seasoned nurse with years of experience, Etiquette & Communication Strategies for Nurses, Third Edition, is your complete guide to setting a positive, professional tone; building collegial relationships; and optimizing your nursing career. Pithy quotes, helpful FAQs, and essential take-away tips add valuable insights and texture to Pagana’s fluid, skillful, and understand- able writing style. Get ready for a fun, readable, professional etiquette experience!” –Cynthia Clark, PhD, RN, ANEF, FAAN Strategic Nursing Advisor, ATI Nursing Education Author, Creating and Sustaining Civility in Nursing Education “Navigating the professional pitfalls that we all find ourselves in can be challenging. Kathy Pagana has made figuring out the nuances of meeting, greeting, connecting, and form- ing lasting collegial relationships a breeze. This book is filled with read-it and use-it tools. Whether you are new to your career or a seasoned veteran, you’ll learn something that will pave the way for future success.” –Vicki Hess, RN Author, Top 5 Healthcare Speaker, Virtual Coach Principal, Employee Engagement Solutions, LLC “Etiquette isn’t just a nicety; it’s essential for a successful nursing career. Keep Etiquette & Communication Strategies for Nurses, Third Edition, nearby as you steer your career. Its streamlined format allows you to easily dip into it again and again to find answers on how to handle professional situations. Whether it’s navigating social media, networking effectively, dining out without embarrassing yourself, or becoming a more effective presenter and writer, Kathy Pagana’s practical insights make this book an indispensable resource for nurses in all specialties and practice settings.” –Cynthia Saver, MS, RN President, CLS Development Inc. Editor, Anatomy of Writing for Publication for Nurses, Third Edition “If you have questions about etiquette, chances are that Kathleen Pagana has the answer. Her etiquette book is a comprehensive guide for any nurse wanting to appear polished and professional. Illustrated with stories, key tips, and recommendations, it will prevent you from embarrassing yourself. The organization of the material makes it easy to dip into the topics of most interest. You’ll want this guide to help you put your best foot forward.” –Pat Iyer, MSN, RN, LNCC Author, 52 Writing Tips: Fast and Easy Ways to Polish Your Writing “Kathy Pagana’s book Etiquette & Communication Strategies for Nurses, Third Edi- tion, is an invaluable resource for nurses at any point in their career. Whether one is a new nursing graduate learning to navigate the professional setting, an experienced nurse looking to grow in new ways, or a nursing executive, Pagana provides the reader with tools to thrive in any professional setting.” –Rebecca FitzSimons, MBA, BSN, RN, NEA-BC Director of Nursing Programs, UChicago Medicine “Kathleen Pagana takes a fun look at the skills necessary to manage various professional situ- ations with poise, grace, and common sense. She discusses situations that, if managed appro- priately, can make a difference in your career. Definitely a book for aspiring, newly promoted, or experienced nursing leaders.” –Tami Taylor, MSN, MBA, RN, NEA-BC Chief Nursing Officer, St. David’s Round Rock Medical Center ETIQUETTE & COMMUNICATION STRATEGIES for Nurses ADVANCEMENT TECHNIQUES FOR YOUR CAREER T H I R D E D I T I O N KATHLEEN D. PAGANA, PHD, RN Copyright © 2020 by Sigma Theta Tau International Honor Society of Nursing All rights reserved. This book is protected by copyright. No part of it may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopy- ing, recording, or otherwise, without written permission from the publisher. Any trademarks, service marks, design rights, or similar rights that are mentioned, used, or cited in this book are the property of their respective owners. Their use here does not imply that you may use them for a similar or any other purpose. This book is not intended to be a substitute for the medical advice of a licensed medical professional. The author and publisher have made every effort to ensure the accuracy of the information contained within at the time of its publication and shall have no liability or responsibility to any person or entity regarding any loss or damage incurred, or alleged to have incurred, directly or indirectly, by the information contained in this book. The author and publisher make no warranties, express or implied, with respect to its content, and no warranties may be created or extended by sales representatives or written sales materials. The author and publisher have no responsibility for the consistency or accuracy of URLs and content of third-party websites referenced in this book. The Sigma Theta Tau International Honor Society of Nursing (Sigma) is a nonprofit organization whose mission is advancing world health and celebrating nursing excellence in scholarship, leadership, and service. Founded in 1922, Sigma has more than 135,000 active members in over 90 countries and territories. Members include practicing nurses, instructors, researchers, policymakers, entrepreneurs, and others. Sigma’s more than 530 chapters are located at more than 700 institutions of higher education throughout Armenia, Australia, Botswana, Brazil, Canada, Colombia, England, Ghana, Hong Kong, Ireland, Jamaica, Japan, Jordan, Kenya, Lebanon, Malawi, Mexico, the Netherlands, Nigeria, Paki- stan, Philippines, Portugal, Puerto Rico, Singapore, South Africa, South Korea, Swaziland, Sweden, Taiwan, Tanzania, Thailand, the United States, and Wales. Learn more at www.sigmanursing.org. Sigma Theta Tau International 550 West North Street Indianapolis, IN, USA 46202 To order additional books, buy in bulk, or order for corporate use, contact Sigma Marketplace at 888.654.4968 (US and Canada) or +1.317.634.8171 (outside US and Canada). To request a review copy for course adoption, email [email protected] or call 888.654.4968 (US and Canada) or +1.317.634.8171 (outside US and Canada). To request author information, or for speaker or other media requests, contact Sigma Marketing at 888.634.7575 (US and Canada) or +1.317.634.8171 (outside US and Canada). ISBN: 9781948057639 EPUB ISBN: 9781948057646 PDF ISBN: 9781948057653 MOBI ISBN: 9781948057660 ________________________________________________________________ Library of Congress Cataloging-in-Publication data LCCN Permalink: https://lccn.loc.gov/2019952347 ________________________________________________________________ First Printing, 2019 Publisher: Dustin Sullivan Managing Editor: Carla Hall Acquisitions Editor: Emily Hatch Project Editor: Todd Lothery Development Editor: Todd Lothery Copy Editor: Todd Lothery Cover Designer: Rebecca Batchelor Proofreader: Gill Editorial Services Interior Design/Page Layout: Rebecca Batchelor Indexer: Larry Sweazy Dedication This book is dedicated with much love to my husband, Tim, and our three daughters, Jocelyn, Denise, and Theresa. About the Author Kathleen D. Pagana, PhD, RN, is a dynamic speaker and bestselling author. She is an emeritus professor at Lycoming College in Williamsport, Pennsylvania, and the president of Pagana Keynotes & Presentations. She has been a leader in healthcare for more than 40 years. She has a BSN from the University of Maryland and an MSN and PhD in nursing from the University of Pennsylvania. She has earned the prestigious designation of Certified Speaking Professional (CSP) from the National Speakers Association. She is the author of more than 95 articles and 29 books. Her business etiquette articles have appeared in more than 15 different national publications. Her most popular books, Mosby’s Diagnostic and Laboratory Test Reference (14th ed.) and Mosby’s Manual of Diagnostic and Laboratory Tests (6th ed.), have sold almost 2 million copies, with translations in Chinese, French, Greek, Korean, Polish, Portuguese, and Spanish. In her positions as patient care manager, military officer, faculty chair, academic dean, and director on the board of a healthcare system, professional etiquette has helped her handle a number of business challenges. She has enjoyed the privilege of helping thousands feel more comfortable in professional and business situations where they are in the spotlight and need to look and act their best. Table of Contents About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv 1 Making Your Acquaintance . . . . . . . . . . . . 1 Introductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Elevator Pitch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Shaking Hands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Remembering Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Business Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2 Conversations and Networking for Career Success . . . . . . . . . . . . . . . . . . . . 19 Conversational Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 The Art of Small Talk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Generational Differences in Communication . . . . . . . . . . . . . . . . . . . . 28 Transgender Issues/Concerns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Mentoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Name Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Communicating With a Person Who Has a Disability . . . . . . . . . . . . . 33 Nurse-to-Nurse Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Nurse-to-Physician Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 The Patient Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 3 When Talking to an Audience: Presentation Essentials . . . . . . . . . . . . . . . 49 Starting a Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Closing With Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 viii Etiquette & Communication Strategies for Nurses, Third Edition Targeting Your Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Planning With the Analog Approach . . . . . . . . . . . . . . . . . . . . . . . . . 56 Determining Your Core Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Harnessing Your Passion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Avoiding a Data Dump . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Using Stories and Case Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Citing Quotes and Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Adding Humor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Ending on Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 The Value of Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 How to Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Getting Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Knowing When You’re Ready . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Managing Fear and Anxiety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Avoiding the Seven Deadly Speaker Mistakes . . . . . . . . . . . . . . . . . . 72 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 4 Your Professional Presence . . . . . . . . . . . 77 Professional Clothing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Dressing in the Clinical Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Body Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 5 Interviewing . . . . . . . . . . . . . . . . . . . . . . 91 Preparing for the Interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Professionalism During the Interview . . . . . . . . . . . . . . . . . . . . . . . . . 96 After-Interview Professionalism . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Phone Interviews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 6 Meetings Still Matter . . . . . . . . . . . . . . . .111 Planning and Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Reasons Not to Have a Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Table of Contents ix Chairperson Etiquette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Etiquette for Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Introductions and Seating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Follow-Up Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Serving Food and Refreshments . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Virtual Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 7 Communication Technology . . . . . . . . . . 133 Email Etiquette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Telephone and Speakerphone Etiquette . . . . . . . . . . . . . . . . . . . . . . 141 Cellphone Etiquette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Voicemail Etiquette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Text Messaging Etiquette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Fax Machine Courtesy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 8 Avoiding Social Media Blunders . . . . . . 153 Social Media Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Complying With HIPAA on Social Media . . . . . . . . . . . . . . . . . . . . . 156 Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Twitter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 LinkedIn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Instagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Snapchat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Pinterest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Blogging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 9 Mingling Among the Cocktail Set . . . . . . 181 RSVP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Greetings and Courtesy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Small Talk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186