Professional Etiquette and Workplace Protocol Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Client Relationship Managers, Executive Assistants and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-IS-036

Before you join: Participants should have some experience working in a professional office, client-service, operational or hybrid-work setting and should regularly communicate with colleagues, managers, customers or suppliers.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Professional etiquette is the visible operating system of working relationships. Colleagues, clients, senior leaders and external partners form judgements from small but consequential behaviours: how a person introduces others, manages meeting time, writes an email, responds to a complaint, hosts a visitor or handles disagreement. Inconsistent protocol can create avoidable friction, weaken client confidence, exclude colleagues and make capable professionals appear unprepared.

This course develops the practical judgement required to represent an organisation credibly in routine and high-stakes interactions. Participants examine workplace norms, status and hierarchy, first impressions, introductions, business communication, meeting conduct, client-facing protocol, dining etiquette and cross-cultural considerations. They learn to select an appropriate response when formal rules are absent or expectations conflict, while maintaining respect, discretion and professional boundaries.

The course uses short instructor briefings, realistic cases, communication simulations, peer observation and structured reflection. Scenarios include executive meetings, client visits, virtual meetings, email misunderstandings, difficult conversations and formal business meals. Participants receive feedback against clear behavioural criteria and translate learning into a workplace protocol plan. They leave with reusable checklists, communication templates and a personal action plan for applying consistent standards in their role.

The course is suited to professionals whose work depends on trusted internal and external relationships, including customer-facing staff, managers, coordinators, executive support teams and technical specialists representing their organisation. It is particularly useful for people moving into roles with greater client contact, leadership responsibility or exposure to senior stakeholders.

What you will be able to do

  • Apply professional etiquette principles to introductions, greetings, seating and workplace interactions
  • Use the DESC script to address discourteous behaviour and workplace boundary issues
  • Draft clear, courteous emails using subject-line, tone and response-time conventions
  • Chair meetings using agenda, participation, timekeeping and follow-up protocols
  • Prepare for client visits using host, guest, reception and confidentiality checklists
  • Adapt verbal and non-verbal communication for hierarchy, culture and business context
  • Manage business dining interactions using place-setting, ordering and payment etiquette
  • Create a personal workplace protocol action plan with observable behaviour commitments

Benefits of attending

For you

  • Greater confidence during introductions, executive meetings and client visits
  • Clearer judgement when workplace expectations are implicit or inconsistent
  • More credible written communication with fewer tone-related misunderstandings
  • Practical language for correcting behaviour without creating unnecessary conflict
  • A documented plan for improving professional presence and relationship management

For your organisation

  • More consistent client-facing behaviour across teams and locations
  • Fewer communication errors caused by poor tone, unclear expectations or delayed responses
  • Better-run meetings with clearer participation, decisions and follow-up actions
  • Stronger visitor and hospitality experiences for customers, partners and senior stakeholders
  • Reduced reputational risk from avoidable etiquette and protocol breaches

Course modules

10 modules over 5 days

Participants can establish a credible professional presence and interpret workplace expectations appropriately.

  • Professional presence: appearance, punctuality, preparation and attention to shared spaces
  • First-impression management through greeting, eye contact, posture and attentive listening
  • Workplace norms distinguished from personal preference, habit and organisational policy
  • Status and hierarchy cues handled without deference, familiarity or exclusion
  • Personal device etiquette during conversations, meetings, receptions and shared workspaces
  • Discretion standards for confidential conversations, documents, screens and social media

Participants can manage introductions and relationship-building interactions with confidence and accuracy.

  • Introduction sequence using names, roles, relevance and correct pronunciation
  • Priority principles for introducing senior, visiting and client stakeholders
  • Remembering names through repetition, association and respectful clarification techniques
  • Handshake, greeting and farewell choices adapted to context and personal boundaries
  • Small-talk frameworks for opening conversations without intrusive personal questions
  • Conversation exits that preserve rapport, purpose and appropriate next steps

Participants can write and manage professional digital communication using clear etiquette conventions.

  • Email subject lines that state purpose, action, deadline and relevant reference
  • BLUF structure for concise messages to managers, clients and busy colleagues
  • Tone control through word choice, punctuation, greetings and closing conventions
  • Response-time expectations agreed for email, messaging platforms and urgent requests
  • Reply-all, forwarding and copying decisions based on need-to-know principles
  • Virtual meeting etiquette for cameras, chat, muting and participant attention

Participants can contribute to and support orderly, inclusive and productive meetings.

  • Agenda design linking meeting purpose, decisions, timing and required attendees
  • Opening meetings with roles, desired outcomes, ground rules and time boundaries
  • Participation protocols for interruptions, disagreement, questions and quieter contributors
  • Chairing techniques for redirecting digressions and managing dominant speakers respectfully
  • Decision recording using owner, action, deadline and escalation requirements
  • Meeting follow-up emails confirming decisions, actions, dependencies and unresolved issues

Participants can host and support visitors using professional client-service protocols.

  • Visitor journey mapped from invitation, arrival and reception through departure
  • Host responsibilities for access, safety, introductions, refreshments and timing
  • Guest preparation using purpose, attendee profiles, logistics and confidentiality requirements
  • Reception etiquette when visitors arrive early, late or without appointments
  • Office tour protocol covering restricted areas, safety rules and organisational context
  • Post-visit follow-up with thanks, agreed actions, materials and contact details

Participants can address etiquette breaches and interpersonal tensions while preserving working relationships.

  • DESC script for describing concerns, expressing impact and requesting change
  • SBI feedback model applied to observable conduct and workplace consequences
  • Boundary-setting language for inappropriate requests, interruptions and personal disclosures
  • De-escalation techniques using calm tone, neutral wording and purposeful pauses
  • Apology structure: acknowledgement, responsibility, remedy and future prevention
  • Escalation choices when conduct breaches policy, safety or respectful-workplace standards

Participants can adapt professional conduct across cultures without relying on stereotypes.

  • Cultural humility distinguishes inquiry, observation and assumption during unfamiliar interactions
  • Direct and indirect communication preferences recognised without stereotyping individuals
  • Forms of address selected through title, name preference and organisational custom
  • Time, silence and turn-taking interpreted through context rather than judgement
  • Inclusive language avoids assumptions about identity, family, faith and ability
  • Accommodation requests handled respectfully while protecting dignity and confidentiality

Participants can conduct themselves appropriately during business meals and professional social events.

  • Host and guest roles before, during and after business meals
  • Place-setting basics: napkin, cutlery, glassware and service order
  • Ordering choices aligned with host guidance, timing and dietary requirements
  • Conversation topics appropriate for relationship-building without workplace or personal risk
  • Alcohol decisions managed through personal choice, organisational policy and local law
  • Bill payment, gratuity and departure protocol handled without awkwardness

Participants can align everyday conduct with the professional reputation they intend to build.

  • Johari Window used to identify visible behaviour and feedback blind spots
  • Credibility signals built through reliability, preparation, courtesy and follow-through
  • Personal brand aligned with role expectations, organisational values and stakeholder needs
  • Influence without authority through reciprocity, trust and respectful requests
  • Reputation repair after errors using timely communication and corrective action
  • Behavioural consistency maintained across office, remote, client and social settings

Participants can create an action plan for applying workplace protocol in priority situations.

  • Protocol risk assessment for meetings, client contact, correspondence and events
  • Stakeholder mapping identifies expectations, status, preferences and communication channels
  • Personal etiquette standards translated into observable weekly behaviour commitments
  • RACI roles clarify ownership for visits, meetings and hospitality arrangements
  • Feedback requests framed around specific interactions, behaviours and desired improvements
  • Ninety-day application plan schedules actions, review points and accountability support

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Professional presence self-assessment checklist
  2. Business email etiquette template set
  3. Meeting protocol agenda and follow-up template
  4. Client and visitor hosting checklist
  5. DESC difficult-conversation planning sheet
  6. Ninety-day workplace protocol action plan

Who should attend

  • Client Relationship Managers — strengthen confidence and consistency in customer-facing interactions
  • Executive Assistants — manage senior stakeholder, visitor and meeting protocol professionally
  • Team Leaders — set credible behavioural standards for meetings and daily collaboration
  • Business Development Professionals — represent the organisation effectively during prospect and partner engagements
  • Project Coordinators — improve communication discipline across meetings, follow-ups and stakeholder contact
  • Technical Specialists — build confidence when presenting expertise to clients and senior leaders

Skills and tools covered

Professional presenceBusiness communicationMeeting protocolClient hospitalityCross-cultural awarenessDifficult conversations

Tools and standards

DESC script, SBI feedback model, Johari Window, RACI matrix

How the course runs

Training methodology

Instructor-led sessions combine short briefings on protocol principles with realistic workplace cases, group analysis, communication simulations and peer feedback. Participants practise introductions, email responses, meeting interventions, client-hosting conversations and difficult etiquette corrections. Scenarios can be adapted to public-sector, financial services, corporate, NGO or technical environments. Facilitated reflection links observed behaviour to professional standards, and application planning converts feedback into specific commitments for the participant’s own meetings, correspondence and stakeholder interactions.

Requirements and prerequisites

Participants should have some experience working in a professional office, client-service, operational or hybrid-work setting and should regularly communicate with colleagues, managers, customers or suppliers. They should be able to participate in discussions, review workplace scenarios and write routine business correspondence in the course language. No prior training in etiquette, protocol, communications theory or cross-cultural management is required. This is not a finishing-school course and does not assume knowledge of formal diplomatic protocol, ceremonial precedence or international state functions.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants need basic experience communicating in a professional workplace or with clients, suppliers or partners. No previous etiquette training or knowledge of formal ceremonial protocol is required.

Participants should bring a notebook or laptop and examples of non-confidential situations where workplace protocol matters in their role. They should not bring confidential emails, customer records or internal documents.

The course suits professionals with regular stakeholder contact, especially client-facing staff, managers, coordinators and executive support professionals. It also helps technical specialists who increasingly represent their organisation externally.

Communication courses commonly focus on message clarity, presentation or listening, while customer service training concentrates on service delivery. This course focuses on the conduct, conventions and judgement that shape professional interactions across meetings, correspondence, visits and social business settings.

Participants use the checklists and templates for meetings, emails, visitor arrangements and difficult interactions. The final action plan identifies specific behaviours to apply and review during the following 90 days.

Five training days run from 08:30 to 16:30 and provide about 6.5 contact hours each. Time is divided among instructor input, cases, simulations, group discussion, feedback and application planning across the ten modules.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.