Thursday, August 15, 2013

Netiquette in forewarding invitations - avoid taking this for granted!

Netiquette in forwarding invitations

Considerable care and thought should always be given to forwarding invitations. Core etiquette and Netiquette principles maintain almost sacrosanct adherence to avoid misusing the privacy of communications. If a situation is presented where an invitee wishes to add someone to a private meeting, social event, or other gathering, there are a number of steps that should be taken:

1. Seek permission of the inviter (original sender).

2. Determine who should be on the distribution list.

3. Copy the original invitee.

4. Remove unnecessary threads, but keep confidentiality clauses and disclaimers.

5. Identify that this is a forwarded document.

6. Ask the recipient not to forward the document, or attach a legal notice, if necessary.
 7. Never assume a sender will approve of forwarding correspondence.

8. Do not forward documents if under nondisclosure or confidentiality agreements.
9. Never add controversial, discriminatory, or derogatory comments
to the basic text.
10. Explain briefly and clearly to the recipient why the invitation is
being forwarded. One should be mindful that some people will be offended because they were not original invitees.
11. One may be selective in showing a full list of invitees, depending on any number of reasons, including size of the list, possible effect on attendance, specific instructions, or any number of other reasons.

This meeting invitation is being forwarded to you with permission of (invitee). We both agreed you were inadvertently omitted from the initial list. Kindly excuse this oversight.

Paul J. Babicki
Tabula Rosa Systems
609 8181802 office
609 462 8031 cell 



In addition to this blog, I maintain a radio show on BlogtalkRadio  and an online newsletter via have established Netiquette discussion groups with Linkedin and  Yahoo I am also a member of the International Business Etiquette and Protocol Group and Minding Manners among others. I regularly consult for the Gerson Lehrman Group, a worldwide network of subject matter experts and I have been contributing to the blogs Everything Email and emailmonday . My work has appeared in numerous publications and I have presented to groups such as The Breakfast Club of NJ and  PSG of Mercer County, NJ.

I am the president of Tabula Rosa Systems, a “best of breed” reseller of products for communications, email, network management software, security products and professional services.  Also, I am the president of Netiquette IQ. We are currently developing an email IQ rating system, Netiquette IQ, which promotes the fundamentals outlined in my book.

Over the past twenty-five years, I have enjoyed a dynamic and successful career and have attained an extensive background in IT and electronic communications by selling and marketing within the information technology marketplace.Anyone who would like to review the book and have it posted on my blog or website, please contact me

If you have not already done so, please view the trailer for my book below. 

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