During the pandemic, it is proper etiquette to politely refuse an invitation if masks will not be worn. Ask the hosts before the event if individuals will be required to wear a mask. If masks are not required, there is no need to say you will not be attending due to the lack of masks. Politely state that you will not be able to attend. If they ask why, it is your personal decision whether to let them know why you will not be attending. It is important to respect others and respect how one feels about the wearing of masks.

Business lunches are best left to get to know each other and to begin to build a flow of a relationship. It is a time to set some common goals in an informal way. Some pitfalls to avoid are not checking in with the client regarding their time guidelines, such as the time to meet and the length of time to meet. Be sure to consider where they might like to eat. Choose a place with a relaxing setting, that is quiet enough for a conversation, and can accommodate any dietary considerations they may have. Invitations must have been sent based on their scheduling needs. Conversation is light. Talk business only if the guest brings it up in conversation. Controversial subjects are best avoided.

Whether attending a business social event or just a personal social event, there are some key rules to follow in order to be a gracious guest:

Promptly let the host know whether you are attending the event or not (RSVP).

Let the host know if you are going to be late.

Make the host aware ahead of time if there are certain food allergies or food requirements (ex. vegan or vegetarian) of which they should be aware. (Depending on the situation and event, the host may or may not be able to accommodate food requests.)

Send a thank you gift or note within a week after attending the event.

Sharing a meal with a new manager or employee is a great way to get to know each other on neutral ground. If time and geography allow, I always meet a potential new client before a proposal is written.

Recently, while coaching a group, it came up that they never had the opportunity to share a meal together. Food can be brought in during a lunch time. Since that time they had several opportunities to share a meal including once to celebrate and another time as they collaborated on a long project. Taking a client out for lunch or dinner as a thank you or just to get to know them can serve many purposes. I highly recommend it.

Entertaining a client is a good way to continue to build a relationship. However, if not handled appropriately, the relationship may get damaged. To ensure it is an impactful and enjoyable event, follow these tips:

• Be respectful of the client’s time, let them choose a convenient time and date.
• Pick a dining location that is easy to get to.
• When extending the invite, share the purpose – a thank you or a catch up on a project.

These are guidelines I have used that have helped make entertaining a success for the client and myself.