Welcome to FactSets

New Hire Orientation

Day 2

Program Overview: Day 2

S.N o
1 2

Topic
Day 1 Review Communication Skills Modes of Communication at FactSet Break Meeting with Process Heads Lunch a. b. c. d. e. f. a. b. a. a. a. b. c. -

Content
Review of Day 1 Importance of Communication Email Meeting Socialcast

Duration
15 Minutes ( 9 - 9:15 AM) 15 Minutes ( 9:15 9:30 AM) 45 Minutes ( 9:30 10: 15 AM) 15 Minutes (10:15 10:30 AM) 1 Hour 30 Minutes ( 10:30 12:00 PM) 45 Minutes ( 12:00 12:45 PM)

3 4 5 6

Working In Teams

Activity ( Energizer) Team Dynamics Forming Storming Norming Performing

2 Hours ( 12:45 2:45 PM)

8 9 10 11

Break Introduction to Support Functions at FactSet Break Introduction to Support Functions at FactSet

15 Minutes ( 2:45 3:00 PM) Transport ( 3:00 3:30 PM) HR ( 3:30 4:30 PM) 1 Hours 30 Minutes ( 3:00 4:30 PM) 15 Minutes ( 4:30 4: 45 PM)

a. b.

Admin ( 4:45 5:15 PM) HR ( 5:15 6:30 PM)

1 Hours 30 Minutes ( 3:00 4:30 PM)

Effective Communication Skills

Introduction
+ Why is Communication
so important

+ What do you think are

the main skills of a good communicator

Statistics of Communication
Communication is the process by which an idea is transferred from a source to a receiver with an intention
Words 7%

Body language 55%

Voice 38%

+ Words 7% + Voice 38% + Body Language

55%
Research by Albert Mehrabian Professor of Psychology, UCLA

Importance of Communication Skills

+ It is necessary to excel in our job and thus move

up

+ To share knowledge/ideas with peers

+ Seek help from superiors whenever required

+ Take opportunities when provided in order to
upgrade skill sets

+ Be aware of the resources available to meet

these expectations - LearnSet
Ref. Pg. 14

Conversational Etiquette

Are you married?

Hmmm..Actually. I was married, but

It is none of our Business!

Office Communication

Do you think CBN will win?

I think he will. He is very powerful, he has a lot of

You are calling for unwanted Trouble! Office Communication

Some other Conversational taboos

+ Tasteless jokes

+ Politics
+ Religion

+ Personal finance
+ Poor health

+ Family tragedy
+ Sex + Marriage/Divorce
Good Communication

Engage in Conversational dos

+ Sporting activities
+ Cultural events + Books + Movies + Food and restaurants in the area
Ref. Pg. 15

Modes of Communcation

Modes of Communication

+ What are the different modes of

communication?

+ Are these formal or informal? + When is it appropriate to use each?

Voice Mail

Conference Call

Face to Face Meeting

Instant Messaging

Video Conferencing

Telephone Call

E mail

E-mail Etiquette

E-mail Etiquette: Golden Rule

Organize your matter

Follow the inverted pyramid principle

The Most Imp. Info.
2nd Most Imp. Info.
Least Imp. Info. Information is presented in descending order of importance Most important information

Effective Subject Lines

+ Precise - Make the subject line specific and succinct
Sub: Explore Career Options Within FactSet Horizontally & Vertically Sub: Career Options at FactSet

+ Positive - State the point of the message in positive and neutral

terms

Sub : Warning About Abuse of Company Phone System Sub: Company Phone Policy

+ Relevant - Let your readers see how the subject line relates to them
Sub: Introduction Sub: Introduction to Project XYZ

+ Professional - Use professional words & phrases

Sub: Smile!! We Can See You! Sub: Security Equipment Installation

E-mail Etiquette Tips:

+ Use proper structure +
and layout Be concise and to the point. Use simple language Use appropriate salutation Use a meaningful subject line Use proper grammar, spelling and punctuation Dont attach unnecessary files Avoid using SMS lingo

+ Avoid jargon, +
emoticons redundancy and abbreviations Use your official signature Proofread your messages before you send them Use cc field appropriately Use bcc field sparingly Use Reply to All with care Dont leave out the

+
+

+
+ + + +

+
+ +

Email Writing: A chance to make an

Impression

+ You are judged by the

way you write.

+ It is very easy to create

a negative impression about yourself with a poorly written e-mail

+ A slight mistake, a
detail left out, an overall lack of research, all build a case against you.

+ Every mistake plants a

tiny suspicion in your clients or boss mind.
Ref. Pg. 16

Meeting Etiquette

Meeting Etiquette
+ Running a successful
meeting takes planning
and attention to detail.

+ Whether planning or
attending a meeting, treat others as you

would like to be treated

yourself. Meetings don't have to be a burdensome affair if they are well organized and properly managed.

Planning a Meeting

Attending a Meeting

Quick Meeting Etiquette: Tips

+ Before
Ensure that there is a room available for meeting.
Arrive early to ensure the meeting room is set up Preview the agenda and set a time limit to cover topics of discussion

Quick Meeting Etiquette: Tips

+ During
Ask new members of the group to introduce themselves Ask non contributing members if theyd like to add their inputs

Do not get distracted. Stay focussed to the discussion/agenda

Answer questions asked, to the point. Be specific to the point being discussed Listen attentively and take notes if required Ask questions if in doubt, dont shy away!

Quick Meeting Etiquette: Tips

+ After
At the end, summarize the meeting and derive action points to take away Switch off the lights and turn off the projector after the presentation Thank the chairperson Erase the matter written on the board
Ref. Pg. 19

Socialcast
Etiquette & Best Practices

What is Socialcast?

E-mail

Instant Messaging (IM)

What is Socialcast?

Socialcast Applications include: Blackberry Google/Gmail iPhone Outlook Twitter Jabber Socialcast API E-mail integration Bookmarklet RSS Feeds

A Note on Personal Comments & Posts

+ This is not Facebook.
or MySpace, Twitter, etc.

+ Avoid commenting

on someones profile photo or personal attributes, appearance, or clothing (positive or negative it doesnt matter.) on private matters related to a co-workers personal health issue or physical ability

+ Do not announce

others personal events

Wedding, childbirth, illness/death in the family
Ref. Pg. 21

Recommended Reading + Launch Socialcast on the Web

https://factset.socialcast.com

+ More eLearning demos & quick tips

Using hashtags Targeting your posts effectively, Using categories reducing noise in your streams Creating custom streams

+ Socialcast FAQs & tips

http://underground.factset.com/depts/marketing/socialcast

+ About Socialcast
http://underground.factset.com/depts/marketing/microblog
Code of Business Conduct & Ethics Commenters Code of Conduct + FactSet Policies

Meeting with Process Heads

FactSet Systems India Pvt. Ltd.

- Activity

Rules of the Game

+ The team that ventures out of the DLF
premises will be disqualified

+ The entire activity must be completed in 40

Minutes

+ Items you collect post 40 Minutes will not be

counted

+ Items as a part of the list need to be in good

condition

+ No items can be gathered from 5th floor (

Debrief
+ How did the group organize to conduct its task
Were individuals assigned to specific items, or as pairs. Did everybody try to do everything

+ How was the method chosen?

+ How is a team different from a group?

+ Why was one team successful and why not the others?

+ What are the qualities or features of an effective team?

+ In order to be an effective team what is it that we need to
work on?

Lunch Time

Team Building

What is a Team?

A team name or identity A sense of shared purpose Interdependence and interaction Mutual accountability

Team Building Objective

+ Understand importance of working
effectively in teams and to develop the qualities of an effective team member

+ To understand the qualities of a winning

team

+ To understand and respect individual

differences and build rapport

+ To understand self and others

+ To give positive strokes & appreciate others

Dynamics of a Team
Work for common goal

Accountability

Mutual Respect

T E A M G O A L

Commitment

Interdependency

Trust Communication

Individual Identity

Forming Storming Norming I , Me, Myself We, Us, Ours Performing

Barriers to Team Building

+ Credibility of the leader

+ Unclear project objectives

+ Changing goals and priorities

+ Lack of team definition and structure

+ Confusion about roles and responsibilities

+ Performance appraisals that fail to recognize

teamwork

+ Excessive team size

Qualities of a Winning Team

+ Clear goals

+ Joint decisions, equal participation / involvement

+ Effective communication

+ Exhibits flexibility and recognizes individual

differences

+ Works as a problem solver + Takes ownership and responsibility + Has a positive and co-operative attitude
Ref. Pg. 23

LearnSet
Corporate Training and Communications

Corporate Training and Communications

LearnSet

Upgrade your Skills

+ A lot of learning opportunities for you

+ Courses offered periodically for a specific

duration of time
Classroom e-learning

+ We expect you to complete them within the

time frame

+ In case of clarifications, reach out to your

managers or write to us

Questions?
Thank You!

Who is a true Professional ?

Professionalism More than just doing your job

Professionalism + Professionalism is the adherence to a set of

values comprising statutory professional obligations, formally agreed codes of conduct, and the informal expectations of people around you.

Professional behavior is simple. What's not simple is the consistent application of it. Being a true professional takes thought, effort & time, but once you become a true professional, you

Coffee Break