Notes to Reviewers:

1
Notes to Reviewers Some individual slides in
this storyboard represent one page that will be
developed in the e-learning. There are also
multiple slide combinations that represent online
interactivities Slides that represent
interactivities are marked with a yellow star
icon. The numbers indicate the total number of
slides used to represent the interactivity and
where the particular slide falls in the
progression for that interactivity.Where
possible, instructions to reviewers and
developers are placed in comments or callouts on
the slide itself. Detailed instructions may also
be on the PowerPoint notes page. Placeholders
are used for custom graphics that have not been
developed yet. Some placeholders have a
photograph and others may have a box.
2
Guidelines to Storyboard Color Coding
Text that is associated with a person AND that is
NOT being recorded will appear in yellow-filled
call out, such as this one.
Text that is associated with a person and is
being recorded will appear in a light blue-filled
call out, such as this one.
Eric Hansen Brief instructions to reviewers will
appear in yellow-filled comment boxes, such as
this one.
Eric Hansen Brief instructions to developers
will appear in gray-filled comment boxes, such as
this one. Lengthy instructions will be in the
notes page.
3
Topic 1 of 8
What Went Wrong?
Hello. I am your coach for this lesson. I am here
to help you explore what is needed to develop
your relationship with The ABC Client based on
the The ABC Client Code of Professional Conduct.
First, watch the following scenario. It covers
the topics of mutual respect and learning from
one another. As you watch, make mental notes of
actions that inhibit mutual respect and fail to
promote opportunities to learn from one another.
When the scenario is finished, you will be
asked to identify what went wrong. Click Next
Page in the lower right corner to continue.
4
Topic 1 of 8
What Went Wrong?
Heres the background information for this
scenario. David, a senior consultant, is giving
feedback to Andrea, a junior consultant, on a
report that Andrea prepared for Westford
Associates, a long-time client. David agreed to
the clients request to deliver the report by
Wednesday, even though the request was made on
Friday. Click Start to launch the scenario.
No Audio
5
Topic 1 of 8
What Went Wrong?
What were you thinking? This work is completely
off target. I am not going to be able to take
this to the client. They are an established,
conservative company. They are not going to go
for these new ideas that you have included.
6
Topic 1 of 8
What Went Wrong?
You asked for a report that included my best
recommendations and then did not give me enough
time to do the work. And I am not sure what you
mean by new ideas. Everything I included was
based on current regulations. Even you should be
able to see that.
7
Topic 1 of 8
What Went Wrong?
Look do not tell me what is new in this field.
I have about 20 years on you. I can tell you
what I have learned I cannot rely on you. I am
just going to have to do this report myself.
8
Topic 1 of 8
What Went Wrong?
Can you identify the mistakes? How were David and
Andrea disrespectful? What opportunities to learn
from one another were missed? Click Next Page in
the lower right corner to finish the scenario.
9
Topic 1 of 8
What Went Wrong?
List two or more actions that indicate a lack of
mutual respect and present barriers to learning
from one another.
Enter your responses in the space provided, and
then click Submit.
10
Topic 1 of 8
What Went Wrong?
List two or more actions that indicate a lack of
mutual respect and present barriers to learning
from one another.

• As is the case in most situations where there is
  disrespectful behavior, both David and Andrea
  have contributed to the problem.
• Some of Davids errors included
• Agreeing to an unreasonable deadline
• Not giving Andrea clear directions
• Providing feedback that is just critical rather
  than constructive.
• Andreas errors included
• Failing to clarify the instructions
• Failing to ask for instructive feedback
• Using sarcasm.
• You may have noticed others as well.
• Click Next Page in the lower right corner to
  continue.

No Audio
11
Topic 1 of 8
What Went Wrong?

• Of course, the scenario you just saw was an
  exaggeration, but there are some key points to
  remember
• Project deadlines and other client requests
  should be reasonable. Be sure to discuss client
  requests with your team members before agreeing.
• Provide clear instructions and make sure they are
  understood. Ask if others have questions, and if
  they do, answer them patiently.
• When receiving instructions, respond with your
  understanding of your role and next steps. This
  will help identify any misconceptions.
• When giving feedback or peer review, provide
  suggestions that are clear improvements. Do not
  suggest changes just to make the work more like
  what you would do.
• Never use sarcasm.
• Click Next Topic above to continue.

List two or more actions that indicate a lack of
mutual respect and present barriers to learning
from one another.
12
Topic 2 of 8
Your Relationship with The ABC Client Quick
Reference Card
Quick Reference Card

• In this lesson, we will cover topics in our Code
  of Professional Conduct that will guide your
  actions as you build sound, healthy relationships
  with your colleagues and with the company as
  whole.
• Click the document icon to open a downloadable,
  printable Quick Reference Card that provides
  basic information from the Code about
• Mutual respect
• Learning from one another
• Conflict of interest for personal gain
• Outside employment
• Use of The ABC Client credentials
• When you have finished, click Next Topic above to
  continue.

13
Topic 3 of 8
Case 1 Two-Way Learning
Case 3 Develop Others
Case 2 Taking Time
For clear examples of what it means to show
mutual respect and learn from one another, click
the cases above. When you have finished, click
Next Topic above to continue.
14
Topic 3 of 8
Case 2 Taking Time
Case 1 Two-Way Learning
Case 3 Develop Others
Two-Way Learning Of course, senior consultants
should always be ready to share insights they
have gained, but they also should be ready to
learn from colleagues and other less experienced
employees. For example, several years ago, a
senior consultant prepared an actuarial valuation
for a pension plan for union and non-union
employees of a major client. Because the company
had contributed about 150 percent of the member
contributions, the plan had a substantial
surplus, so the senior consultant recommended
that the plan sponsor reduce contributions to
simply match member contributions for the next
three years. Just a few days before presenting
the report, the senior consultant asked another
consultant to review it. The reviewer, aware of a
growing concern on the part of regulatory
authorities and unions regarding contribution
holidays, suggested that the report should
simply indicate that, from a financial and
actuarial perspective, the plan had sufficient
assets to allow the sponsor to reduce its
contributions for the next three years. The
senior consultant listened, changed the wording
in the report, and had it reprinted. Several
years later, unions at the client company sued
the plan sponsor and The ABC Client for the
amount of the contributions that had not been
paid. In the course of the litigation, it became
clear that because of the wording in the report
The ABC Client did not have any liability.
Ultimately the suit failed on appeal. Had the
wording not been changed, the outcome could have
been very different.
15
Topic 3 of 8
Case 2 Taking Time
Case 1 Two-Way Learning
Case 3 Develop Others
Taking Time Without a doubt, learning from one
another can take time. But the long-term benefits
always outweigh short-term costs. For example, it
is sometimes quicker and easier for managers and
senior consultants to do the work themselves
rather than delegating it to less experienced
colleagues and then guiding the colleagues and
managing the work process. By doing that,
however, they not only fail to develop their less
experienced colleagues, they also fail to develop
themselves. Sharing their insight and learning to
manage other people will take more time, but the
payoff is better people, better work and a better
company. Teams also need to take the time to
share information with others in the company. And
sometimes that means taking an extra step. For
example, a consulting team working with a major
client developed a strategy for global
communication in a crisis situation. The company
now has a highly effective crisis communication
plan that has been put to the test twice during
a severe earthquake and during a pipeline fire.
In both cases, the plan minimized uncertainty and
facilitated immediate information dissemination
to critical stakeholders. The ABC Client
consulting team prepared a case study for the
company intranet, so the essential elements of
the plan could be used by other ABC Client teams.
Another step the team could take would be to make
an internal presentation so they could answer
questions and provide face-to-face information.
16
Topic 3 of 8
Case 3 Develop Others
Case 2 Taking Time
Case 1 Two-Way Learning
Develop Others One of the your best resources for
learning is your colleagues, and you do not need
to have a formal "mentoring" program to take
advantage of opportunities to learn from one
another. For example, The ABC Client's mandatory
peer review process is an excellent medium to
promote learning from one another - as well as,
of course, an opportunity to enhance our service
to clients and our reputation in the market
place. Remember, peer review should always be
provided by someone who is capable of producing
the work that is being reviewed. Less experienced
colleagues should not be offered peer review
opportunities in order to learn, although good
peer review by a more experienced consultant will
help a less experienced consultant learn and
develop. The learning process can be completely
informal, as well. Colleagues could meet for
lunch or after work. A less experienced employee
should engage in ongoing discussions with a more
experienced colleague who can help him or her
develop the skills, knowledge and wisdom that
only come with time in the field. Experienced The
ABC Client employees should go out of their way
to pass along the benefit of their experience.
If experienced ABC Client employees do not
establish a mutually respectful relationship,
newer employees may believe the ABC Client is not
interested in developing their skills. They may
feel that their career opportunities are limited,
and may end up leaving to go to an ABC Client
competitor.
17
Topic 4 of 8
Case Study Mutual Respect

Mutual Respect Most adults recognize and avoid
intentionally rude and disrespectful behavior. We
know how to disagree with another persons ideas
and still behave in ways that respect the
individual. However, sometimes people make
assumptions or behave in ways that can be
unintentionally disrespectful. Consider this
example A group of employees often gets together
to socialize at a nearby restaurant or pub after
work. One employee does not participate in
activities involving alcohol. She simply declines
to attend the gatherings, and makes no other
comment. However, some team members perceive her
to be unfriendly and distant. She becomes
isolated and is sometimes excluded from team
activities. Eventually, she moves to another
company, and the team loses a valuable resource.
Should the employees have stopped socializing
after work? Not necessarily, but they should have
taken extra steps during work to reach out to the
individual and to plan events that everyone could
attend. Many of us feel comfortable only with
those who are like us and will avoid others whose
behavior, beliefs, style, or other
characteristics are unfamiliar. However, we gain
as individuals and as an organization when we
break out of our comfort zone and get to know
our colleagues. Click Next Topic above to
continue.
18
Topic 5 of 8
What Would You Do?
The first part of this lesson provided insight
into actions to take and actions to avoid in
order to show mutual respect and take advantage
of opportunities to learn from one another.
However, there is no checklist of steps you can
follow. Showing mutual respect, passing along
your experience and knowledge in a supportive
way, and being willing to learn from others are
attitudes that you should develop. Next, we are
going to explore the issue of a conflict of
interest that leads to personal gain. Consider
the following example You work in the The ABC
Client Human Capital Advisory Services (HCAS)
business. Your client, Company Alpha, is planning
to acquire Company Zed, and your contact at
Company Alpha has asked you to advise on
corporate management structure at Company Zed if
the acquisition goes through. Company Zed is a
publicly traded company. You know the news of the
proposed acquisition will most likely raise the
stock price of Company Zed. Since you are not an
really an insider, you can buy stock in Company
Zed. Right? Click Next Page in the lower right
corner to continue.
19
Topic 5 of 8
What Would You Do?
Is there anything that prohibits you from buying
stock in Company Zed? Explain why or why not.
Enter your responses in the space provided, and
then click Submit.
20
Topic 5 of 8
What Would You Do?
Is there anything that prohibits you from buying
stock in Company Zed? Explain why or why not.
Actually, there are several factors that prohibit
you from purchasing stock in Company
Zed. Generally, it is illegal to buy or sell
stock in any public company when you have
material information that has not been released
to the public. It is also always
unethical. Confidential client information must
be used only for work The ABC Client is doing for
the client. Finally, it violates the The ABC
Client Code of Professional Conduct and the MMC
Code of Business Conduct Ethics. Click Next
Topic above to continue.
21
Topic 6 of 8
Case 2 Gifts from Suppliers
Case 1 Friends and Relatives
For clear examples of conflicts of interest that
lead to personal gain, click the cases above.
When you have finished, click Next Topic above
to continue.
22
Topic 6 of 8
Case 1 Friends and Relatives
Case 2 Gifts from Suppliers

• Friends and Relatives
• Consider this case. You are a The ABC Client
  consultant, and your client has just asked you to
  recommend an executive search firm. You and your
  spouse have a friend who is an excellent
  executive recruiter, and your spouse wants you to
  recommend the friends firm.
• That should be okay, right? After all, you are
  not personally gaining from this recommendation,
  and it is personal gain that is prohibited by the
  Code of Professional Conduct.
• Actually, the concept of personal extends to
  gain that goes to friends and members of your
  family. In this case, you probably will have to
  avoid recommending the friend, simply because it
  gives the appearance of a conflict of interest.
• However, if you are sincerely convinced that a
  firm owned by a friend or family member should be
  among the companies The ABC Client recommends for
  a contract, you can make the recommendation,
  provided you comply with all of the following
  steps
• Receive approval from The ABC Client
  Professionalism
• Disclose the relationship to the client company
• Provide names of other qualified firms
• Allow the client to choose.

23
Topic 6 of 8
Case 2 Gifts from Suppliers
Case 1 Friends and Relatives
Gifts from Suppliers Many suppliers of services
that we may recommend to our clients often have a
standard practice of providing gifts and
entertainment. However, according to the The ABC
Client Policy on Gifts and Entertainment to and
from Clients, Prospects and Suppliers, The ABC
Client colleagues must not accept any benefit
from or give any gift to a client, supplier, or
prospective client or supplier (including an
insurance carrier) that could create the
appearance of impropriety or create a conflict of
interest between the colleague's own personal
interests and the duty to act in the best
interest of The ABC Client and its clients. All
The ABC Client employees are expected to know and
follow this policy regarding receiving or giving
gifts. A link to the current version of the
policy is included under Resources at the top
of the screen. Take the time to review the
document because the end-of-module assessment
includes questions on the policy. In one case, an
insurance company invited all its major brokers
to an end-of-year dinner, and the guidelines
permitted The ABC Client employees to attend.
During the event, the insurance company gave
everyone raffle tickets for a variety of prizes.
A The ABC Client consultant won an week-long
family trip to an expensive resort. Do the
guidelines permit this? After all, the consultant
only received the raffle ticket. Receiving the
prize was just a matter of luck. No, the
consultant could not accept the trip. It was
excessive in value, and it would have been very
hard for that consultant not to feel obligated to
the insurance company offering the reward.
24
Topic 7 of 8
Do The Right Thing
Do the Right Thing
Welcome to Do the Right Thing, an exercise in
which you assess your ability to build sound
relationships with The ABC Client colleagues and
the company as a whole. The Goal To apply the
guidelines in the The ABC Client Code of
Professional Conduct What to Do Read the
description of each situation, then choose the
action strategy that best supports building a
sound relationship with The ABC Client. If you
select the correct response, the arrow moves
towards Excellent. If you select an incorrect
response, the arrow moves towards Unacceptable.
You will also receive feedback on the individual
responses you select. Click Start to continue.
25
Scene 1
Situation Set Up You are a senior consultant who
has just received an e-mail from a less
experienced colleague with a question about a
project you are both working on. You have already
stayed late, and you have a family obligation
that evening. The project deadline is the end of
the next day. Which of the following actions is
most appropriate. Click the selection that best
supports building a mutually respectful
relationship.
Response A
It is okay to ignore the e-mail. You will have
all day tomorrow to answer the question, and it
is inconsiderate of the less experienced
colleague to ask a favor at the end of the day.
Point Value
0
Feedback that appears at the end if the user
selects A
Because the request came at the end of day and
you will have the next day to solve the problem,
you said it is okay to ignore the e-mail
completely. However, that does not build mutual
respect. You should call the junior consultant to
determine the nature of the issue and to see if
it can be solved quickly. If not, make an
appointment for the next day. However, you should
not have to stay to solve the problem
immediately. You are not expected to ignore your
family life.
26
Scene 1
Situation Set Up
You are a senior consultant who has just received
an e-mail from a less experienced colleague with
a question about a project you are both working
on. You have already stayed late, and you have a
family obligation that evening. The project
deadline is the end of the next day. Which of the
following actions is most appropriate. Click the
selection that best supports building a mutually
respectful relationship.
Response B
Call the junior colleague to find out the details
of the problem and to see if you can provide an
answer quickly. If you cannot, set an appointment
to work together the next day.
Point Value
1
Feedback that appears at the end if the user
selects B
You selected the correct action, which is to call
the junior colleague to find out the details of
the problem and to see if you can provide an
answer quickly. If you cannot, set an appointment
to work together the next day. It would be
disrespectful to ignore the e-mail, and you are
not expected to ignore your family life in order
to solve the problem immediately.
27
Scene 1
Situation Set Up
You are a senior consultant who has just received
an e-mail from a less experienced colleague with
a question about a project you are both working
on. You have already stayed late, and you have a
family obligation that evening. The project
deadline is the end of the next day. Which of the
following actions is most appropriate. Click the
selection that best supports building a mutually
respectful relationship.
Response C
Immediately call the junior colleague to answer
the question. You must meet project deadlines,
even if it means sacrificing time with your
family.
Point Value
0
Feedback that appears at the end if the user
selects C
You are not expected to ignore your family life
in order to solve the problem immediately. The
correct action is to call the junior colleague to
find out the details of the problem and to see if
you can provide an answer quickly. If you cannot,
set an appointment to work together the next day.
It would be disrespectful to simply ignore the
e-mail.
28
Scene 2
Situation Set Up
You recently attended a lunchtime presentation on
changes in regulations. The next day, a colleague
asked a question concerning recent changes in
regulations. What is the most appropriate action?
Click the selection that best supports learning
from one another.
Response A
Refer the colleague to the consultant or team
that made the presentation.
Point Value
1
Feedback that appears at the end if the user
selects A
You selected the correct action, which is to
refer the colleague to the consultant or team
that made the presentation because they have the
most expertise. Sharing your own perspective is
fine, but you should defer to those with more
expertise. Just informing the colleague that he
should have attended the seminar himself is
disrespectful and does not allow the colleague
the opportunity to learn.
29
Scene 2
Situation Set Up
You recently attended a lunchtime presentation on
changes in regulations. The next day, a colleague
asked a question concerning recent changes in
regulations. What is the most appropriate action.
Click the selection that best supports learning
from one another.
Response B
Point Value
To save time, provide answers from your memory.
0
Feedback that appears at the end if the user
selects B.
You chose to save time by providing answers from
memory. Sharing your own perspective is fine, but
the correct action is to refer the colleague to
the consultant or team that made the presentation
because they have the most expertise. Just
informing the colleague that he should have
attended the seminar himself is disrespectful and
does not allow the colleague the opportunity to
learn.
30
Scene 2
You recently attended a lunchtime presentation on
changes in regulations. The next day, a colleague
asked a question concerning recent changes in
regulations. What is the most appropriate action.
Click the selection that best supports learning
from one another.
Response C
Inform your colleague that he should have taken
time to attend the meeting himself.
Point Value
0
Feedback that appears at the end if the user
selects C.
You chose just to tell your colleague that he
should have taken the time to attend the meeting
himself. This is disrespectful and does not allow
your colleague the opportunity to learn. The
correct action is to refer the colleague to the
consultant or team that made the presentation
because they have the most expertise. Sharing
your own perspective is fine, but you should
defer to those with more expertise.
31
Scene 3
Situation Set Up
As a The ABC Client employee, which of the
following entertainment options are you permitted
to accept? Click the answer that does not violate
the The ABC Client policy regarding gifts and
entertainment.
Response A
A supplier representative has season tickets to a
community orchestra. She is unable to attend the
next concert and offers them to you. She assures
you that she regularly offers the tickets to
consultants from other firms.
Point Value
0
Feedback that appears at the end if the user
selects A
You chose to accept the tickets to the community
orchestra. This is not the right choice. Even
though the value of the tickets may not be
excessive and the offer appears to be a regular
business practice, accepting tickets must involve
the opportunity to discuss business, and no one
from the supplier will be at the event. You also
cannot accept the invitation to a weekend
business seminar and golf outing, even though
this is a common business practice and has a
business purpose. The value is extravagant, the
invitation involves accepting accommodation, and
there is at least the appearance that the gift is
an inducement to do business with the asset
management firm. You can accept a ticket to join
the vice president for sales at an insurance
companys corporate box at a local sporting
event. The value of the ticket is not excessive
and you will have the opportunity to discuss
business.
32
Scene 3
Situation Set Up
As a The ABC Client employee, which of the
following entertainment options are you permitted
to accept? Click the answer that does not violate
the The ABC Client policy regarding gifts and
entertainment.
Response B
Point Value
0
An asset management firm offers you an invitation
to a combined business seminar and golf outing
over a weekend at a luxury resort. Invitations
have also been extended to several The ABC Client
competitors.
Feedback that appears at the end if the user
selects B.
You selected the combined business seminar and
golf outing. Even though this appears to be a
common business practice and has a business
purpose, you are not permitted to accept the
invitation. The value is extravagant, the
invitation involves accepting accommodation, and
there is at least the appearance that the gift is
an inducement to do business with the asset
management firm. Nor are you permitted to accept
the tickets to the community orchestra. Even
though the value of the tickets may not be
excessive and the offer appears to be a regular
business practice, accepting tickets must involve
the opportunity to discuss business, and no one
from the supplier will be at the event. You can
accept a ticket to join the vice president for
sales at an insurance companys corporate box at
a local sporting event. The value of the ticket
is not excessive and you will have the
opportunity to discuss business.
33
Scene 3
Situation Set Up
As a The ABC Client employee, which of the
following entertainment options are you permitted
to accept? Click the answer that does not violate
the The ABC Client policy regarding gifts and
entertainment.
Response C
The vice president for sales at an insurance
company offers you a ticket to join him in the
companys corporate box at a local sporting event.
Point Value
1
Feedback that appears at the end if the user
selects C.
You made the right choice You accepted a ticket
to join the vice president for sales at an
insurance companys corporate box at a local
sporting event. The value of the ticket is not
excessive and you will have the opportunity to
discuss business. You are not permitted to accept
the invitation to a weekend business seminar and
golf outing, even though this is a common
business practice and has a business purpose. The
value is extravagant, the invitation involves
accepting accommodation, and there is at least
the appearance that the gift is an inducement to
do business with the asset management firm. Nor
are you permitted to accept the tickets to the
community orchestra. Even though the value of the
tickets may not be excessive and the offer
appears to be a regular business practice,
accepting tickets must involve the opportunity to
discuss business, and no one from the supplier
will be at the event.
34
Scene 4
Situation Set Up
You are a The ABC Client communications
specialist. A friend asks you to help write a
brochure for a small company he is starting. He
will pay you 100, and you will be able to do the
work in one weekend. Which of the following is
the correct action? Click the action that does
not violate The ABC Clients policy regarding
outside employment.
Response A
You can accept the job. It will not interfere
with your work at The ABC Client and does not
take away business from The ABC Client.
Point Value
1
Feedback that appears at the end if the user
selects A
You are permitted to accept the job, for the
reasons stated it will not interfere with your
work at The ABC Client and does not take away
business from The ABC Client.
35
Scene 4
Situation Set Up
You are a The ABC Client communications
specialist. A friend asks you to help write a
brochure for a small company he is starting. He
will pay you 100, and you will be able to do the
work in one weekend. Which of the following is
the correct action? Click the action that does
not violate The ABC Clients policy regarding
outside employment.
Response B
Point Value
0
You can accept the job, but you must do it for
free.
Feedback that appears at the end if the user
selects B.
You chose to take the job, but do it for free.
You are permitted to accept the job and you can
accept payment. It will not interfere with your
work at The ABC Client and does not take away
business from The ABC Client.
36
Scene 4
Situation Set Up
You are a The ABC Client communications
specialist. A friend asks you to help write a
brochure for a small company he is starting. He
will pay you 100, and you will be able to do the
work in one weekend. Which of the following is
the correct action? Click the action that does
not violate The ABC Clients policy regarding
outside employment.
Response C
You must decline the job. It is a conflict of
interest.
Point Value
0
Feedback that appears at the end if the user
selects C.
You said you must decline the job. However, you
are permitted to accept the job and you can
accept payment. It will not interfere with your
work at The ABC Client and does not take away
business from The ABC Client.
37
Scene 5
Situation Set Up
Which of the following is an acceptable use of
The ABC Client credentials? Click the
circumstance that is permitted under the The ABC
Client Code regarding the use of The ABC Client
credentials.
Response A
In promotional materials for a speaking
engagement at a meeting of a local business
organization
Point Value
1
Feedback that appears at the end if the user
selects A
You chose promotional materials for a speaking
engagement at a meeting of a local business
organization as an acceptable use of The ABC
Client credentials. That is correct. According to
the Code, The ABC Client credentials may be used
only in the promotion or conduct of The ABC
Clients business. The Code does not allow The
ABC Client credentials to be used for political
means, such as a speech in support of a candidate
at political rally. Nor are you permitted to use
The ABC Client stationery to write a letter
expressing your views on taxes to the newspaper
editor. Using The ABC Client stationery for
personal correspondence is not only stealing, but
it also runs the risk that the newspaper would
represent your views as an official The ABC
Client position.
38
Scene 5
Situation Set Up
Which of the following is an acceptable use of
The ABC Client credentials? Click the
circumstance that is permitted under the The ABC
Client Code regarding the use of The ABC Client
credentials.
Response B
Point Value
0
During the introduction of a speech in support of
a candidate at political rally
Feedback that appears at the end if the user
selects B.
You said it is acceptable to use The ABC Client
credentials during the introduction of a speech
in support of a candidate at political rally.
That is not correct. According to the Code, The
ABC Client credentials may be used only in the
promotion or conduct of The ABC Clients
business. The Code does not allow The ABC Client
credentials to be used for political means. Nor
are you permitted to use The ABC Client
stationery to write a letter expressing your
views on taxes to the newspaper editor. Using The
ABC Client stationery for personal correspondence
is not only stealing, but it also runs the risk
that the newspaper would represent your views as
an official The ABC Client position. It is
acceptable to use The ABC Client credentials in
promotional materials for a speaking engagement
at a meeting of a local business organization.
39
Scene 5
Situation Set Up
Which of the following is an acceptable use of
The ABC Client credentials? Click the
circumstance that is permitted under the The ABC
Client Code regarding the use of The ABC Client
credentials.
Response C
Using The ABC Client stationery to express your
views on taxes in a letter to the editor of a
newspaper
Point Value
0
Feedback that appears at the end if the user
selects C.
You selected using The ABC Client stationery to
express your views on taxes in a letter to the
newspaper editor as an acceptable use of The ABC
Client credentials. That is not correct. Using
The ABC Client stationery for personal
correspondence is not only stealing, but it also
runs the risk that the newspaper would represent
your views as an official The ABC Client
position. It is also not acceptable to use The
ABC Client credentials for political means, such
as a speech in support of a candidate at
political rally. According to the Code, The ABC
Client credentials may be used only in the
promotion or conduct of The ABC Clients
business, so it is acceptable to use The ABC
Client credentials in promotional materials for a
speaking engagement at a meeting of a local
business organization.
40
Scene 6 Final
Overall system feedback if the users point total
is 5
Great job! Your rating indicates that you
understand how to develop a sound relationship
with The ABC Client and your colleagues. The
feedback on each of your responses explains why
your choices were good and the potential pitfalls
of the choices you avoided. Click Next Page in
the lower right corner to continue.
Overall system feedback if the users point total
is 3, or 4.
Your rating shows that for the most part you
understand how to develop a sound relationship
with The ABC Client and your colleagues, but
there is some room to improve. The feedback on
each of your responses explains why most of your
choices were good and the potential pitfalls of
some of your selections. Click Next Page in the
lower right corner to continue.
Overall system feedback if the users point total
is 0, 1 or 2
Your rating shows you need to improve your
understanding of how to develop a sound
relationship with The ABC Client and your
colleagues. The feedback on each of your
responses explains why some of your choices were
good and the potential pitfalls of most of your
selections. Click Next Page in the lower right
corner to continue.
41
Topic 7 of 8
Do the Right Thing
In the activity you just finished, you were
presented with a small sample of the kinds of
situations you will face regarding your
relationship with The ABC Client. I hope you
scored well on the activity, but even if you did
not, I hope you gained some insight into the
purpose of The ABC Client guidelines and how they
can help you enhance your relationship with The
ABC Client and your colleagues. Click Next Topic
above to continue.
42
Topic 8 of 8
Next Steps

• You have completed the lesson on Your
  Relationship with The ABC Client. This lesson
  covered the following topics
• Mutual respect
• Learning from one another
• Conflict of interest for personal gain
• Outside employment
• Use of The ABC Client credentials.
• Click Resources for additional information,
  including instructions to help you locate the The
  ABC Client Code of Professional Conduct and other
  documents and tools that you can use to help you
  apply the appropriate guidelines in each area.
• If you have completed all three lessons in this
  module, you have access to the end-of-module
  assessment. Click Exit in the top right corner to
  return to the Main Menu to access another lesson
  or the end-of-module assessment.
• Remember, in order to complete this module, you
  must
• Complete all three lessons
• Pass the assessment.
• After you pass the assessment, your learning
  record will be updated to reflect your
  achievement.
• Click Exit in the top right corner to return to
  the Main Menu.