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Telephone Courtesy Protocol

MANUAL GUIDE, Information Resources Management CDC-10
DATE OF ISSUE: October 21, 2003
CIO CONTACTS: Information Resources Management Office, Telecommunications, Network Technology Branch

MATERIAL SUPERSEDED: None

  1. PURPOSE
  2. BACKGROUND
  3. POLICY
  4. RESPONSIBILITIES
  5. REFERENCES

Exhibit: TELEPHONE ETIQUETTE TIPS


I. PURPOSE

This issuance establishes policy and procedures to ensure that CDC/ATSDR provides prompt and courteous service to customers, clients, and colleagues who conduct business through the telephone with CDC/ATSDR organizations.

II. BACKGROUND

The public, HHS, and the U.S. Congress (see references) have all consistently expressed the need for federal agencies to promptly and courteously answer the telephone and to always give the caller the ability to reach an agency staff member during normal business hours.

In line with CDC and ATSDR’s excellence in service goal and our pledge to treat all persons with dignity, honesty, and respect, this policy and telephone protocol was developed.

III. POLICY

The reputation of CDC/ATSDR is built and rebuilt each day by the quality courteous service provided to the public and partners in public health. To ensure a consistent courteous message that enhances the image of the agency and provides ready access to customers, clients, and colleagues who conduct business through the telephone with CDC/ATSDR organizations, compliance with the following policy will be required.

CDC/ATSDR employees will physically answer phone calls whenever possible. When they cannot, then the messages on answering machines (voice mail and other similar technologies) will provide intelligent assistance to the caller including an option that enables callers to promptly reach an individual on-duty with the organization being contacted during business hours.

Callers will be instructed by a personalized voice greeting that they have the option to depress zero on the telephone keypad if they need to speak to someone, require immediate assistance, or in the event of an emergency. All voice mail and related technologies will have a personalized greeting identifying the organization and individual to the caller.

In addition, CIOs will take positive steps to ensure their employees provide courteous service to customers, clients, and colleagues who conduct business through the telephone with their organization. To this end, Exhibit 1, Telephone Etiquette Tips, provides useful common sense “dos and don’ts” for CIO use.

IV. RESPONSIBILITIES

  1. Chief Information Officer, CDC has oversight responsibility for this policy and all telecommunications policies, standards, and the implementing procedures for such policies CDC/ATSDR-wide.
     
  2. Centers, Institute, and Offices (CIOs) through their supervisors and managers are responsible for the implementation of this policy within Their organization.

    Within 90 days of the effective date of this policy CIOs will conduct a review of their telecommunications systems and take corrective actions, where necessary, to such systems to comply with this policy.

V. REFERENCES

  1. Letter from Ralph Regula, Chairman, Subcommittee on Interior and Related Agencies, to Secretary DHHS, dated 2/1/2000.
  2. Letter to Ralph Regula, Chairman, Subcommittee on Interior and Related Agencies, from John Callahan, DHHS Chief Information Officer, dated 2/25//2000.
  3. “Answering Machine Courtesy,” Letter from John Callahan, DHHS Chief Information Officer, to Heads of Operating and Staff Divisions, dated 3/13/2000.
  4. CDC Pledge

EXHIBIT

Telephone Etiquette Tips

  1. At a minimum identify yourself to incoming callers with your organization and your name. Check with your supervisor for any specific guidelines in your CIO.
     
  2. Use discretion in answering incoming calls using a speakerphone. Once the call is answered if you would like to continue the conversation using a speakerphone, ask for the caller’s permission. Many individuals aren’t comfortable conducting a conversation over a speakerphone and, if the call is sensitive in nature, it may not be appropriate to use this type of technology. As a courtesy to co-workers, it’s advised that speakerphones only be used in enclosed offices. When placing outgoing calls using a speakerphone, always inform the person you’re calling that they’re on a speakerphone and if there are others in the room with you listening to the conversation.
     
  3. Be pleasant, courteous, and professional to callers at all times. You’re the first impression a caller receives when contacting CDC/ATSDR.
     
  4. Inform any caller who has reached an incorrect CDC/ATSDR telephone number of the correct telephone number and offer to transfer the call for them.
     
  5. Don’t perform “blind transfers” without advising the caller first. A blind transfer is defined as an automatic release of a call to another telephone number. Remain on the line to make sure the transfer is completed and then connect the caller before releasing the line.
     
  6. Always give callers the option of either leaving a message in an employee’s voice mail or leaving a message with you. Some callers aren’t comfortable with using voice mail technology.
     
  7. Don’t transfer calls to voice mail unless you confirm with the caller first. It is possible the caller has already been forwarded to voice mail and the caller has depressed zero for assistance. It’s frustrating to the caller to be automatically transferred back to voice mail.
     
  8. If you must place a caller on HOLD always ask permission first. Circumstances may not allow the caller to hold and a statement such as “CDC HOLD” isn’t courteous to the caller.

  9. When answering calls for a co-worker, do not make statements such as “He/She isn’t in the office yet” or “I don’t know where He/She is”. These statements give callers the impression that the employee isn’t doing their job. Simply state that the employee is away from their desk or is currently unavailable.

 

Page last modified: August 26, 2006