Protocol Basics

Rank & Presedence

The fundamental purpose of rank and precedence is to determine who or what goes first. Most people associate the terms with seating charts, receiving lines, state dinners, and ceremonies on the White House lawn. All those events, and many other daily activities, including who attends a particular business meeting, the location of your office, and who has a better parking spot, are dependent on the concepts of rank and precedence. They are at work in all human engagement, even when we’re not thinking about them, like when two people come to a door at the same moment. You don’t typically stop and think, “Hmm, should I go first? Or should I let the other person enter first?” You automatically consider several factors: is the person carrying lots of boxes, on crutches, are they older, a woman, the boss… In the business world, as in government and diplomacy, you and your events succeed when you apply rank and precedence properly.

Terms to Know

Rank: a person’s official grade or position within a group based on seniority. It can be based on professional, political, religious, military, or royal position. Age, affiliations, gender, health, family ties, the specific situation (in-city/state/country or out-of- city/state/country), and other factors, such as languages spoken, can also play a contributing factor in establishing rank within a group. Rank is usually not transferable; you cannot give someone your rank if they are representing you at an event, for example.

Precedence: The order or ranking of government, military, and in some cases, civic leaders for diplomatic, ceremonial, and social events, at home and abroad. In the U.S. the President, through the State Department’s Office of the Chief of Protocol, establishes the U.S. Order of Precedence. It is reviewed and revised from time to time as offices and personnel change. The Chief of Protocol is the custodian of the U.S. precedence list.

Most nations and government jurisdictions have a precedence order they observe for their officials, although not every level of government publishes a list. Likewise, corporations, universities, religious organizations, and other entities usually have systems of precedence. These systems may be unofficial—in the form of lists, organizational charts, or merely tradition, but those of us in business, particularly in the global arena, must be alert to their existence and seek them out.

Practical Applications of Rank and Precedence

Rank is the primary factor that determines precedence: the order and physical location or placement of people and things. Precedence impacts many key aspects of human interaction, whether it’s a basic meeting or an international summit, including:

  •   seating
  •   introductions
  •   platform introductions
  •   arrivals and departures of distinguished visitors
  •   who enters and exits a door, elevator, car, or plane first
  •   accommodations—who gets what type of room in which hotel and even on what floor
  •   type of vehicle—who gets what type of vehicle, where it is in the motorcade (if applicable)
  •   Hospitality/courtesies: who gets flowers at the arrival greeting, a fruit basket at the hotel, a welcome letter
  •   who should be in a receiving line and in what order
  •   gifts: what is given, to and from whom
  •   correspondence: to and from whom and degree of formality
  •   phone: to and from whom and degree of formality
  •   flag displays
  •   greeters
  •   motorcades
Mayor Lee P. Brown greets the President of the Czech Republic at airport
Mayor Lee P. Brown greets the President of the Czech Republic at airport
Mayor Bob Lanier greets the President of Kazakhstan curbside at City Hall
Mayor Bob Lanier greets the President of Kazakhstan curbside at City Hall

Once you know a few rules and guidelines about precedence, you will have the tools to handle most situations, as well as a measure of defense to apply in the protocol aspects of your work, when people want to do something that may not be appropriate, like be seated where they shouldn’t be, or insist on being in a receiving line or a meeting that they have no business being in. When there is no official order of precedence you can rely on, these are some rules that will help.

Rule 1 Governments and organizations usually determine their own internal order of precedence for their members. But among mixed groups, where more than one organization is represented, the general order of precedence is: country/nation, regional/state, city, organization, society. A president has precedence over a governor, who comes before a CEO, for example.

Rule 2 Individuals with roughly equivalent positions or titles have the same general level of precedence.

  •   Professors with professors
  •   CEOs with CEOs
  •   Coaches with other coaches

See Rule 12 for guidance on how to rank members within each group.

Rule 3 Rank foreigners with their local equivalents.

  •   Foreign mayors with U.S. mayors
  •   Foreign governors with U.S. governors
  •   Foreign legislators with U.S. counterparts

Rule 4 Rank is personal, and is usually not transferable.*

* Use common sense. Occasionally, adjustments are necessary, and a representative of a highly-ranked official may be given a better seat or position than his own lower rank would otherwise merit.

Rule 5: Spouses without official rank assume the rank of their husband or wife. When both spouses have official rank, the couple assumes the position of the higher-ranked spouse. This is the most common exception to Rule 4.

Rule 6: Courtesies and privileges are extended to the office or position. While there is always some flexibility for hosts/organizers to give special consideration to someone, most courtesies and privileges are extended by virtue of the office someone holds, and not because you like the individual. For example, When the U.S. ambassador departs his position, he loses the priviliges related to the office. Likewise, a business leader may serve on a certain committee and be invited to related events, but when he no longer serves on that committee, the invitations and related privileges will probably stop.

Rule 7: Chiefs of state and heads of government are ranked by tenure as established by the Congress of Vienna in 1815, and not by the size or power of the nations represented.

Chiefs of State and Heads of Government

Rule 8: Heads of diplomatic missions (i.e., ambassadors) shall take precedence in the order of the date and time they were accredited by the government receiving them, as established by Article 16 in the 1961 Vienna Convention on Diplomatic Relations.

Rule 9: Consular heads of post are ranked within each class (consuls general, consuls, vice-consuls, consular agents) according to the date they were accredited by the receiving nation as determined by Article 16 of the 1963 Vienna Convention on Consular Affairs.

Rule 10 The Rule of Right: Have you ever wondered why the “place of honor” is to the right of the event host? According to the Vancouver Protocol Manual, the Rule of Right comes from the ancient Middle Eastern Kingdom of Sumer. The rule dictates that the most important position, in relation to a King, is on his right side. This may be why this tradition continues in most countries even today:

  •   The guest of honor usually sits to the right of the host.
  •   The guest of honor walks to the right of the host.
  •   The principal sits in the back right seat of a vehicle.
  •   The place of honor for flags is to the right of the host country’s flag as you face them.

Rule 11 The Rule of Reciprocity: the mutual exchange between nations of privileges and rights, and occasionally their withdrawal. It is a long-standing international principle that all diplomats exchanged between two countries will enjoy roughly equivalent privileges and rights. However, this also applies to most human interactions, whether social or business, from who’s on your Christmas card list to the business card exchange. We feel obliged to do for others what they do for us. This rule may come into play when hosting distinguished visitors, determining whether to host an event and what type, how many people will be allowed in a meeting and other key points.

Rule 12: When there is no official order within a group of equals, precedence can be determined by many methods. Two of the more common orders are:

Alphabetical Order

  •   By individual’s last name
  •   By the name of the corporation or organization

Seniority

  •   Continuous tenure of each individual
  •   Date of establishment of the organization

Master Checklist for Rank, Precedence, and Reciprocity

Here are some reminders to help you organize a meeting, visit, trade mission, or special event in a way that is mindful of the rules of rank, precedence, and reciprocity.

  •   Are any elected officials attending?—obtain a list with names and titles
  •   Are any foreign officials attending?—obtain a list with names and titles
  •   If the list is not in English, have the titles translated with care by someone who understands the function of each position, because literal translations of titles are sometimes incorrect.
  •   Identify key decision makers who must approve your seating plans, order of speakers, receiving lines… Ask for their input early in your planning process if you anticipate any difficulties.
  •   Review your participant list and clarify any unusual business titles or those with special roles.
  •   Compile a master list of everyone involved: visitors and hosts, special guests, etc. Use it to determine a precedence order of the key participants.
  •   Determine the seating—how will the room be set-up? Will you use round, or square tables—how will they be positioned? Will there be sofas, or two chairs for the principals and a sofa for the others, or will everyone sit around a conference or board room table? Get a room schematic.
  •   Will everyone have assigned seats, or just the most senior participants?
  •   Break people into groups or tiers and prioritize them. Put your focus on the principals. Tier 1 might include the visiting guest of honor and spouse, Tier 2 might include cabinet ministers and ambassador, Tier 3, the consul general and senior members of the trade delegation, etc.
  •   Based on these groupings, determine who will need special attention: gifts, welcome baskets, airport clearance, special seating…
  •   Think carefully about the reciprocity that you should show because of your past interactions with these guests, as well as the precedent you are setting for the future.
  •   Brief any key decision makers, protocol staff, members of your event team, and principals on your plans. Your goal is that each principal knows his or her place in line, seat, and place in the speaking order and is satisfied with the arrangements.

Photo taken at the Clinton Presidential Library in Little Rock, Arkansas
Photo taken at the Clinton Presidential Library in Little Rock, Arkansas
Protocol Pointer 1: When integrating individuals from different groups (i.e. public and private sectors, celebrities, religious leaders, members of the military, etc.) use extreme care when ranking and determining comparable positions. Consider various factors: size and importance of the organization represented, seniority, situation, sponsorship level… For example the chair of a major multinational company might be ranked with a senior government official; a generous philanthropist might be ranked with an archbishop…

Protocol Pointer 2: Rank and precedence can be flexible when the situation requires it. Exceptions to the rules should be considered carefully and exercised judiciously. Know what is correct but do what is most appropriate.

Protocol Pointer 3: Clearly explain deviations from the usual precedence order or any changes and get approval from key decision makers on all sides.

Resources

Frequently Asked Questions

When there are different orders of precedence, whose do you use?

If there is a dispute regarding the order of precedence between countries or organizations not addressed by mutually recognized rules, that of the hosting organization or country is usually followed.

What is the order of precedence for speakers on a program?

Precedence for speakers is usually in ascending order, with the most senior dignitary speaking last, but many factors can impact the order, including:

  •   Schedules of the speakers
  •   Elements of the program
  •   Type of event

How do you determine the order of precedence for your organization when there isn’t one documented?

All institutions have orders of precedence. Some are formal and agreed to by treaty or charter. Others may be informal and used by tradition with no written guidelines, but if you do a little research and talk to people you can usually figure it out. Once you have done this, I strongly encourage you to put it in writing and get the necessary approvals so that it can become part of your organization’s accepted policies. Then everyone will know the rules and have a tool to use as a guide.

Depending on the organization here are some places to start:

  • 1. Federal, regional, state or municipal statutes
  • 2. Corporate organization charts (usually found on websites)
  • 3. Articles of incorporation
  • 4. University/organization policies, administrative procedures, policy statements, handbooks
  • 5. Annual reports
  • 6. Historical documents
  • 7. Interview founders of the organization
  • 8. Study other similar organizations’ orders of precedence to use as a template

Who outranks whom?

In general, the first party in each pair below outranks the second party.

  •   The Chairman of the Board — the president & CEO
  •   The elected official — the non-elected
  •   The buyer — the supplier
  •   The visitor — the local
  •   The guest — the host
  •   The boss — the employee
  •   The teacher — the student
  •   Someone older — someone younger
  •   Women — men
  •   Someone holding packages—someone who’s empty handed
  •   Someone who visibly needs assistance (crutches, someone with a child in stroller…)—someone who doesn’t
more...

Flags

Flags can be found everywhere. At schools, hotels, airports, car lots, sporting events, parades, on toothpicks…and these don’t even include official government or diplomatic events.

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Forms of Address

One of the fundamental tools for communicating with someone is knowing what to call them in verbal and written communication. The purpose of names, titles and forms of address is to help you know how to refer to someone when:

  •   Speaking directly to them in conversation
  •   Speaking about the person as in a platform introduction
  •   Writing to them: names in an address on an envelope and letter salutations
  •   Preparing place cards, name badges, and table tent cards.

In today’s global market we communicate daily with people who may have different titles and come from different countries or cultural backgrounds. That’s why forms of address and the proper use of titles and names are so important in business and in government. This topic can get quite complicated; there are many variations and often there is more than one appropriate answer. We have focused on the most common formats and provided key terms and basic rules/guidelines that apply under most situations encountered in the global business arena. If you don’t find the answer to your question here, check the books and links on the Resources tab, or contact us for more guidance. Included at the end of section are some key examples.

So, you are writing a letter to someone with a title, printing place cards, or wondering how to address a dignitary in person. Where do you start?

Terms To Know:

Titles: In everyday usage, a “title” can be several different things: a functional or professional job description (CEO, ambassador, consul general, admiral), an honor that has been bestowed (perhaps a knighthood), a position in the nobility that has been inherited (duke, earl, baron), or a sign of respect (Don/Doña). Here, our focus is on those titles you will encounter most often in our global economy.

Honorific: an “honorific” in the United States usually means a polite form of address used to show respect. It can indicate the individual’s office, rank or profession. You know and use some honorifics regularly, like Mr., Mrs., Ms., Madam, Dr., Senator, Professor, Reverend… These can indicate a person’s gender, marital status or profession.

Courtesy Title: these are titles extended by custom as a courtesy to recognize persons of some distinction usually high-ranking officials. They are used by others to address those who are entitled to the courtesy title and not by the individual when referring to himself. The most common include: the Honorable, His/Her Excellency, the Right Honourable, etc.

Note: In the United Kingdom, “courtesy title” can have a slightly different and more technical meaning. Debrett’s, an authority on British etiquette and tradition, defines a courtesy title as “a title such as Lord, Lady or The Honorable, which is usually borne by the sons, daughters, daughters-in- law, brothers, sisters and sisters-in- law of a peer.” As succinctly described by Debrett’s, the Peerage is a hierarchy of titles of various ranks conferred by the Sovereign upon his or subjects. There is no equivalent in the United States.

Some Basic Rules:

  • 1. Consider the culture. The rules often vary by culture. Names may be formatted or structured differently. For example, in some Asian countries, like China, we write the family name first, followed by the person’s given name. In many Latin American countries, the family name is composed of both the father’s and mother’s family name. Still in other cultures, family names are not used at all, and in others, women may keep their maiden names even after marriage. Some celebrities also go by just one name. Likewise, titles can be different and vary by country or culture, and be used with varying degrees of frequency.
  • 2. Consult with the key individuals or their staff. When in doubt, especially for senior business or government leaders, always confirm or ask the dignitary’s office, staff, or even the dignitary herself, what is appropriate. Sometimes your usage of title and form of address may be absolutely correct, but the individual may have a different personal preference. So when in doubt, ask. This will save you stress and uncomfortable situations.
  • 3. Research titles when working globally. Even when titles seem equivalent, they may not be. The president of an organization in one country may be the equivalent to the board chair in another. So understand the person’s responsibilities, find the appropriate equivalent and translate carefully. Some titles, like the Spanish licenciado, may not have equivalents, in which case discuss with your counterparts and decide how to address.
  • 4. Proper usage can also depend on the degree of formality and type of event as well as what information organizers determine will help attendees interact. For example, at a business reception you may determine that names alone are sufficient and not include the person’s affiliation. At a business conference you might want to include the person’s professional title and affiliation. For a state, national or international event you may decide to add the individual’s city, state or country of origin. There are some examples of this below in this article. All are correct, even though they are different. Event organizers followed the basic rules then determined what format and information was most appropriate for their particular function.

Common Honorific Titles

The Honorable

“The Honorable” is one of the most commonly used honorifics for government officials, both in the U.S. and internationally. It is also the highest honorific for U.S. officials (see below for more information) within the United States, so whether the dignitary is the President-elect of the United States or the Mayor of Memphis, both would be “the Honorable.”

Who’s Honorable?

In the U.S., this honorific title applies to most high-ranking federal, state, and some local officials. We use the Honorable for most elected officials, some appointed ones, and even some who have retired. However, local jurisdictions vary considerably as to the titles and offices that exist, how they are filled (election or appointment) and what forms of address are used for each. For example, a school board member in most cities is not usually addressed as “the Honorable,” but might be in a few. Internationally, it is usually extended to mayors and most sub-national or state-level and provincial officials. Always check for practices in that jurisdiction or organization, and confer with protocol officers or the official’s office. With a little effort, you can ascertain who should and shouldn’t receive this courtesy.

Guidelines for using “The Honorable”

  •   Write it before the official’s full name. It should appear on the line above or to the left of the full name.
    • Example: The Honorable Maria Johannesburg
  •   Write the Honorable out in full whenever possible.
  •   In the U.S. the person’s full name should follow the Honorable, not the person’s title.
    • Example: Correct: The Honorable Jane Doe
    • Mayor of the City of Los Angeles
    • Incorrect: The Honorable Mayor Jane Doe
  •   However, in international usage you may occasionally see the courtesy title followed directly by the professional or official title, as shown above.
  •   By tradition, some officials are still called the Honorable even after they have left office. As a general rule, this applies to higher ranked, mostly nationally elected officials, but is usually also extended to governors, mayors, ambassadors, and judges. However, it is not the common practice for all others. When in doubt, check.
  •   The Honourable spelled with a “u” is the British spelling.

Note Regarding Members of City Councils, Aldermen, and Equivalent Positions: There is wide variation among cities, counties, and towns as to the use of honorifics for elected officials who are not the mayor. It is commonly used for those in elected, but not appointed posts, but you should verify what the practice is in your city or town. I once asked the New York City protocol office about this, and was told that there was not an official policy, but that council members would not object to being addressed by the honorific.

A Few Rare Times We Do Not Use an Honorific for U.S. Officials:

Here is an important exception to everything I have just described: in the U.S., there are a few very high officials who are addressed by office title only, and you would not use the Honorable, or even their names. Among these are:

  •   The President (see example below)
  •   The Vice President
  •   The Speaker of the House of Representatives
  •   The Chief Justice of the Supreme Court
His/Her/Your Excellency:

The preferred honorific most commonly used around the world for the highest-ranked officials is His (or Her) Excellency. Some exceptions include the U.S., Great Britain, and the Commonwealth Nations. As a general rule, an official entitled to this honorific title may use it throughout his/her lifetime.

Foreign Officials who are entitled to the use of His/Her/Your Excellency include:

  •   Chiefs of state
  •   Heads of government
  •   Cabinet ministers and secretaries
  •   Deputy ministers or under secretaries
  •   Foreign ambassadors*
  •   Ministers plenipotentiary
  •   Minister-counselors
  •   Governors (varies by country)
  •   Other international high-ranking officials, usually at the federal or national level, and some state, territory, or province-level officials, most elected ones, some appointed, and even some who are retired. Confirm with protocol officers or the official’s office if you are unsure if it is appropriate to use it for a certain individual.
  •   *While it’s true that most officials in Great Britain and the Commonwealth Nations use the Honourable or the Right Honourable, you should note that ambassadors, governors general, and Commonwealth high commissioners from those nations typically use His/Her Excellency.

This is not an all-inclusive list. I’ve tried to include the titles of officials you will encounter most frequently.

Note: U.S. protocol tradition does not extend the use of His/Her Excellency to any U.S. government officials. However, foreign government officials may sometimes use it for U.S. officials, especially in diplomatic circles. In most countries, the protocol custom is to call all ambassadors His or Her Excellency, and so it would seem awkward to do otherwise. For example, a U.S. ambassador at his post in Angola might be referred to as “His Excellency” by Angolan government officials, although he would be “The Honorable” if he were in the U.S. Guideline for the use of His (or Her) Excellency

While these practices vary according to each nation’s protocol, in general:

  •   Write it before the official’s full name; it should appear on the line above, or to the left of the full name. For example: Her Excellency Maria Schroeder
  •   Write His/Her Excellency out in full, whenever possible.
  •   Upon leaving some offices, the custom is to continue to use His or Her Excellency for life, for the highest-ranked officials, mostly nationally-elected officials, and ambassadors. But this is not the case for every office or in every country. When in doubt, check.

Name Badges, Place Cards & Table Tents

Since the purpose of each is to facilitate interaction, pay attention to fonts and sizes as well as the paper or card stock used. The information should be easy to read while shaking hands or across the table. While the paper used can match the event theme and include a design or a discreet logo of the hosting organization, the focus should be on the content and not the design.

Name badges* are used to identify individuals and facilitate conversation and networking. These can include just the given and family name or include a professional or official title and organization. In the U.S. honorific titles are not usually included.

Place cards are used to advise people of their seats at a table, but can also be used to facilitate conversation at the table. If the purpose is also to facilitate table conversation amongst guests who may not know each other, small table tent cards may be used so that names can be written on both sides of the card. These are also often used at less formal events. In the U.S. place cards are usually written as you would address the individual in conversation. They can include the honorific title and family name but not the courtesy title. However, other variations are acceptable: given + family name or just first name.

When it’s a position held by only one individual at a time, like a mayor of a city, you can also use the official’s title alone without a name, or title and last name, depending on rank and the formality of the occasion. This is usually done for officials where only one person holds the title, i.e. the Secretary General of the United Nations, or only one person who holds the title is at the event; for example, the mayor of a city when in his jurisdiction and no other mayors are present. Less formal events may simply include the given and family name or in some cases only the given name. This may sound confusing, but the examples below and resources will help clarify.

Examples: The Secretary of Defense, The Governor of California, Governor Gonzales, Dr. Singh, Ms. Nassif

However, some countries do include the courtesy title as well as the honorific in addition to the name on place cards and table tents. If you have visitors from abroad who practice this custom, or you are organizing an event abroad, you may choose to defer to local practice. As always, the safe course of action is to have the format approved in advance by the key parties involved. Place cards come in different sizes but are typically about 3.5 x 2.5 inches. Small table tent cards that are used instead of place cards vary from the common place card size to about 7 x 2.5 inches.

If His/Her Excellency is included on a place card or table tent, the format would be: His Excellency Shimon Peres or, use the title alone instead: The Minister of Foreign Affairs of Israel

Table tents are typically used to identify speakers on a panel, as well as indicate where they are seated on a dais. Generally, these include an honorific title and full name on the side facing the audience, but can include the person’s position and/or affiliation. The information can be written on both sides although often the side viewed by the individual includes just the honorific and full name. Table tents come in many sizes, but commonly in the U.S. are usually one of two sizes, 2½ x 8½” & 3½ x 11″. The smaller ones may be used instead of place cards.

*Protocol Pointer: In my experience senior officials usually do not wear name badges especially when in their own jurisdictions, since it is assumed people know who they are. However, I recommend always preparing them for all dignitaries and officials attending, because some will want them. I actually had a visiting prime minister request a name badge since all of the other guests were wearing one.

Examples of Name Badges:

Name and Affiliation
Name Only
Name and Affiliation
Name and Affiliation
Name, Title and Affiliation
Name, Title and Affiliation
Name, Title, Affiliation, and City/State of Origin
Name, Title, Affiliation and City/State of Origin (for a state event you could just include the city)
Name, Title, Affiliation, City, State and Country of Origin
Name, Title, Affiliation, City, State and Country of Origin
Honorific Title, Name and Affiliation
Honorific Title, Name and Affiliation

Note: In the U.S., honorific titles are not usually included on name badges, but this format is sometimes used at major global events to help international guests by providing the proper honorific title to use when communicating with each other.

Examples of Place Cards:

Mrs. Obama Place Card
The President Place Card
Mr. Bone Place Card

Examples of Table Tent Cards:

Table Tent Card
Large Table Tent Card
table-tent-bill-clinton.jpg
Note: That Bill Clinton was not the president at the time this photo was taken.
table-tent-layout.jpg
For major international meetings like the UN, or summit meetings where the key people involved are or should be known, the country or organization name is sufficient.
table-tent-russia.jpg
For major international meetings like the UN, or summit meetings where the key people involved are or should be known, the country or organization name is sufficient.
table-tent-michelle-obama.jpg
This format is correct both when she was the First Lady and as a private citizen.

Correct Form for Correspondence

Salutations: People sometimes ask for a rule on proper salutations for a business letter. Here are some general guidelines for the most frequently used salutations in business letters:

The usual practice for high offices where there can only be one office holder (president, vice president, Speaker of the House), is:

Salutation
“Mr. (or Madam) Title.”
A letter to an ambassador would begin with either
“Dear Mr. Ambassador” or “Your Excellency.”
A letter to a cabinet minister or secretary would begin
“Dear Mr. Minister” or “Dear Madam Secretary,” or “Your Excellency,” as appropriate.
For mayors, governors, senators, and judges
“Dear Title Last Name” i.e. “Dear Mayor Smith,” is correct.

You would never use “The Honorable” in the salutation.

Correspondence Closing: while some experts promote the use of particular phrases when closing a letter to a dignitary or elected official, I do not feel this is a critical point. The polite, respectful, traditional closing of your choice will suffice. Is there really an important difference between “Sincerely,” “Yours truly,” and “Respectfully,”? Some authors suggest “respectfully” should be used for the President and chiefs of state, and “sincerely” for the others. In practice, it is not required.

Conversation:

For U.S. presidents, vice presidents, cabinet secretaries, and ambassadors, the usual way you would speak to them in conversation is Mr. or Madam and their title:
“Mr. President”
“Madam Secretary”
“Mr. Ambassador”
For secretaries and ambassadors, you will sometimes also hear “Secretary Last Name, “ or “Ambassador Last Name,” which is less formal, but still acceptable.

Senators, governors, mayors, and judges may be addressed with just their titles, or with title and last name:
Most other elected and appointed officials in the U.S. by tradition are properly addressed with Mr./Mrs./Ms./Dr. and their last names. However, many in the House of Representatives, state legislatures, and city councils prefer to have their titles used, so it is also permissible to do so:
“Representative Jones”*
“Council Member Brown“

Note: While “Congressman” is not an official title, many members of the U.S. House of Representatives preferred to be addressed as “Congressman or Congresswoman” + Family Name. As a result, this practice is becoming more common.

Congressman Bruce Westerman
Photo taken in Hot Springs, Arkansas

Platform Introductions to a Group:

A platform introduction is the term used when you are introducing someone to a group, typically from a stage or platform, often standing at a podium, often prior to a speech. It can also simply be an “introduction,” but “platform” helps distinguish it from an introduction between people in a conversation. Use:

Honorific + full name + title.
For example, “It is my honor to welcome our speaker today, the Honorable Mary Smith, Secretary of the Interior…”

Frequently Asked Questions

How do you address individuals?

In business, what you call someone or how you address them usually has at least three parts:

  • Courtesy Title + Full Name + Professional Title + Affiliation
  • The Honorable Eric Greitens, Governor of Missouri
  • His Excellency Georges Pompidou, President of France
  • Sonia Garza-Monarchi, President, Garza Protocol Associates

Note: There may also be post-nominals, or initials after a person’s name that denote degrees, decorations, affiliations, or honors. These are only used in written communication on envelopes or letters but not in salutations, conversation or platform introductions.

  • Cherie Blair, CBE, QC
  • Michael Smith, PhD
How do you address consular officials?**

The U.S. State Department does not usually extend the courtesy title “The Honorable” to consular officials from any nation, unless an individual merits it due to a previously held position (for example, a former mayor or U.S. ambassador now serving as a consular head of post). However, in many localities around the world and in the U.S., it has become tradition to address consular heads of post as the Honorable as a courtesy. Houston and Los Angeles are two examples; in Houston, all consular heads of post are “The Honorable,” unless the head of post is, otherwise entitled to be addressed as His Excellency (for example, if he holds the rank of ambassador). Should those localities stop doing this and adhere to State Department practices? Perhaps, but this is an example of how it can be difficult to change or discontinue a practice, as it might cause offense to “take away” an honorific that people are accustomed to.

U.S. practice is not to use the Honorable for our own nation’s consular officials, but sometimes they are extended that courtesy by the governments where they are posted.

When do you use the Right Honourable?
The Right Honourable is often used in Commonwealth and former Commonwealth nations for holders of certain offices or titles. It would generally be used in the same way as the Honorable, and may be abbreviated “the Right Hon.” or “the Rt. Hon.” I have also seen it without periods: “the Rt Hon”.
How do you abbreviate the Honorable, and what is the correct spelling?

If possible do not abbreviate, but when needed “The Hon.” or “T.H.” are acceptable, if there is insufficient space to write it out. You may sometimes also see it without periods as “The Hon”.

“The Honourable” is the British spelling and is sometimes used in Australia, Canada, and the rest of the British Commonwealth. In fact, often “the Right Honourable” is used in those countries (which is usually equivalent to the U.S. “the Honorable”). If you see it on a dignitary’s stationery or biography, it would be appropriate for you to spell Honourable that way, too.

How do you abbreviate His/Her Excellency?
If you must abbreviate His/Her Excellency, either of these formats is correct “H.E.” or “HE”
When speaking to someone who merits His/Her Excellency, how do you address him or her?

You can address the official either as “Your Excellency,” or by their government title: “Mr. (or Madam) Ambassador.” Many in the U.S. find it awkward to call someone “Your Excellency,” but it is correct when merited.

It is also correct to refer to a dignitary as “His/Her Excellency” when talking about the individual. For example, you could ask a staff person, “Will Her Excellency take questions after her speech?” It is also correct to refer to the individual by title. “Will the minister take questions after his speech?” To avoid confusion when there are more than one “Excellencies” involved in an event, sometimes you will hear the title added for clarification: “Her Excellency the Minister of Culture will be seated at Table 2, and His Excellency the Minister of Energy will be at Table 4.” But this is an informal practice and not the most appropriate. It would be better to use the title and last name, “Minister Yakamoto will be seated at Table 2.”

What information should be included on a name badge, place card or table tent?
Note: While “President Obama” may be frequently used, this was not traditionally correct since there can only be one U.S. president at a time. (See Robert Hickey’s book for an excellent explanation.) However, this practice is becoming more common and was the form of address used when acknowledging all of the former presidents at the inauguration. It is also the form used in the book U.S. Protocol The Guide to Official Diplomatic Etiquette by Ambassador Mary Mel French who served as chief of Protocol in the Clinton White House. If you follow this format, President could be used in the salutation, place card, but with the last name, and platform introduction.

Note: In the U.S., traditionally honorifics have not been used for consular officials, but over time the practice in most major U.S. cities has changed. It is common now to use The Honorable for a consular head of post, unless the individual holds the rank of ambassador, in which case His/Her Excellency would be used instead.

Protocol Pointer:

Make it easy for others to get it right when you and your team are the dignitaries. Provide forms of address information for any key officials or senior business leaders in your organization in an easy to find, accessible format. You can post it on your website, or have it readily available to send any time those individuals will be introduced, attending an event, or someone wants to write to them.

Faux Pas: “Hello, Mr. General Counsel”

Many times, paying close attention to forms of address feels like we are being unnecessarily picky. Surely it doesn’t matter so much, as long as we are respectful, right? But I have found in my career that it does matter greatly. Getting details right in protocol, especially forms of address, shows care, diligence, respect, and professionalism. Using the wrong name or title can create the entirely opposite impression.

To give you one example, I was once asked to facilitate introductions of over 100 consular officials to a high-ranking U.S. government official. The consular officials were positioned outside the official’s office in precedence order and then escorted in individually with their spouse for a meet and greet and photo op with the U.S. official. I was not on the staff of the U.S. official, but to be helpful, we had prepared a briefing document with the proper forms of address for the consular officials. Then, when I presented each one, I clearly stated his or her title: “May I present Consul General Garcia of Mexico.” Unfortunately, the U.S. official welcomed them as either “Mr. General Counsel,” or “General.” When I alerted his staff to the mistake, I was told not to point out the error to the official, and simply continue doing what I was doing, which I did. However, I tried to stress Consul General even more.

While none of the consular officials were offended, they did mention this U.S. official’s mistake to me and the other protocol officers multiple times afterward. They interpreted this as a lack of interest in protocol and a sign of disinterest in doing things correctly. The U.S. official was in fact quite interested, but his informality, and the unwillingness of his team to advise him, gave the wrong impression and harmed his image.

Resources

  • Honor & Respect The Official Guide to Names, Titles & Forms of Address,Robert Hickey.
  • Forms of Address A Guide For Business & Social Use, Andrea Holberg (out of print but useful visual examples)
  • Debretts Correct Form Social And Professional Etiquette, Precedence and Protocol

Disclaimer:

Garza Protocol Associates provides links to resources that may be helpful. However, we have not verified all of the information they contain, and we recommend checking multiple sources for a more comprehensive perspective. Please let us know if you have a link to suggest, or if you find one of these is broken.

Still Have Questions? Confused?

Forms of address is a complicated and vast area of protocol, and we aren’t able to cover every title or situation here. So if you’re still unsure, that’s normal. There are several useful books on forms of address on our Resources tab.

U.S. President

Business Correspondence
The President
The White House
Washington, D.C. 20500
Salutation
Dear Mr. President
Platform Introduction
The President, or The President of the United States
Conversation
Mr. President or Sir
Place card
The President or The President of the United States

Former U.S. President

Business Correspondence
The Honorable Barack Obama
(Address)
Salutation
Dear Mr. Obama
Platform Introduction
The Honorable Barack Obama
(The 44 th president of the United States) not required but commonly used.
Informal Introduction
Mr. Obama
Conversation
Mr. Obama*
Place card
Mr. Obama

Note: While “President Obama” may be frequently used, this was not traditionally correct since there can only be one U.S. president at a time. (See Robert Hickey’s book for an excellent explanation.) However, this practice is becoming more common and was the form of address used when acknowledging all of the former presidents at the inauguration. It is also the form used in the book U.S. Protocol The Guide to Official Diplomatic Etiquette by Ambassador Mary Mel French who served as chief of Protocol in the Clinton White House. If you follow this format, President could be used in the salutation, place card, but with the last name, and platform introduction.

U.S. Cabinet Member

Business Correspondence
The Honorable Rex W. Tillerson
Secretary of State
2201 C Street, N.W.
Washington, D.C. 20520
Salutation
Dear Mr. Secretary
Platform Introduction
The Honorable Rex Tillerson, Secretary of State
Conversation
Mr. Secretary
Place card
The Secretary of State
Name Badge
Secretary Tillerson or
Secretary Tillerson
U.S. Department of State
Table Tent
Secretary Tillerson

U.S. Governor

Business Correspondence
The Honorable Andrew M. Cuomo
Governor of New York State
NYS State Capitol Building
Albany, NY 12224
Salutation
Dear Governor Cuomo:
Platform Introduction
The Honorable Andrew M. Cuomo, Governor of New York
Conversation
Governor Cuomo or Governor
Place card
The Governor or The Governor of New York State
Governor Cuomo
Name Badge
Governor Andrew Cuomo
New York State (optional when out of state)
Table Tent
Governor Andrew Cuomo
New York State (optional)

U.S. Mayor

Business Correspondence
The Honorable Sylvester Turner*
Mayor of Houston
P.O. Box 1562
Houston, TX 77251
Salutation
Dear Mayor Turner:
Platform Introduction
The Honorable Sylvester Turner, Mayor of Houston or Mayor Turner
Conversation
Mayor Turner or Mayor
Place card
Mayor of the City of Houston or Mayor Turner
Name Badge
Mayor Sylvester Turner or Mayor Turner
Table Tent
Mayor Sylvester Turner
City of Houston (optional but recommended)

U.S. Senator*

Business Correspondence
The Honorable John McCain
United States Senate
218 Russell Senate Office Building
Washington, D.C. 20510
Salutation
Dear Senator McCain:
Platform Introduction
The Honorable John McCain, United States Senator from Arizona
Conversation
Senator McCain or Senator
Place card
Senator McCain
Name Badge
Senator John McCain or Senator McCain
Table Tent
Senator John McCain
State of Arizona (optional but recommended)

Protocol Pointer: To find your senator, click here.

U.S. Member of the House of Representatives*

Business Correspondence
The Honorable Maxine Waters
United States House of Representatives
2221 Rayburn House Office Building
Washington, D.C. 20515
Salutation
Dear Ms. Waters or Dear Congresswoman Waters*
Platform Introduction
The Honorable Maxine Waters, Representative from California, or
The Honorable Maxine Waters, Representative from
District 43, California or
Representative from California, Ms. Waters or
Representative from District 43, California, Ms. Waters
Conversation
Ms. Waters or Congresswoman Waters
Place card
Ms. Waters or Congresswoman Waters*
Name Badge
Ms. Maxine Waters or Congresswoman Maxine Waters
Table Tent
Ms. Maxine Waters or Congresswoman Maxine Waters
Member of the U.S. House of Representatives (District 43—optional)

Protocol Pointer: To find your senator, click here.

* Note: While commonly used, Congressman and Congresswoman, are non-traditional honorifics. Consult with the individual’s office and when possible follow the representative’s preference.

U.S. Ambassador

Business Correspondence
The Honorable Jane Doe
Ambassador of the United States or American
Ambassador*
(address)
Salutation
Dear Madam Ambassador:
Platform Introduction
The Honorable Jane Doe, Ambassador of the United States
(to Country Name—optional) or American Ambassador*
Conversation
Madam Ambassador, Ambassador Doe or Ambassador
Place card
The Ambassador of the United States, The Ambassador of the United States to (country)The American Ambassador*, The American Ambassador* to (Country) or Ambassador
Doe
Name Badge
Ambassador Jane Doe, Ambassador Doe or Jane Doe
American Ambassador
Table Tent
Ambassador Jane Doe

*American Ambassador is the form used when at post outside the Western Hemisphere.

Foreign Head of State

Business Correspondence
His Excellency Xi Xinping
President of the People’s Republic of China
(address) or The President of the People’s Republic of China
His Excellency Xi Xinping
(address)
Salutation
Dear Mr. President or Your Excellency:
Platform Introduction
His Excellency Xi Xinping, President of the People’s
Republic of China or The President of the People’s
Republic of China
Conversation
Mr. President, or Your Excellency
Place card
The President of the People’s Republic of China
Name Badge
H.E. Xi Xinping
President of the People’s Republic of China
(Note
presidents almost never wear name badges!)
Table Tent
H.E. Xi Xinping
President of the People’s Republic of China

Foreign Cabinet Minister

Business Correspondence
Her Excellency Tomomi Inada
Minister of Defense of Japan
(address)
Salutation
Your Excellency
Platform Introduction
Her Excellency Tomomi Inada, Minister of Defense of
Japan or Minister of Defense of Japan, Her Excellency
Tomomi Inada
Conversation
Your Excellency or Minister Inada
Place card
The Minister of Defense of Japan or Her Excellency
Tomomi Inada
Name Badge
Minister Tomomi Inada
(Ministry of Defense of Japan-optional)
Table Tent
Minister Tomomi Inada
(Ministry of Defense of Japan-optional)

Foreign Ambassador to the United States

Business Correspondence
His Excellency Geronimo Gutierrez Fernandez
Ambassador of United Mexican States
(address)
Salutation
Dear Mr. Ambassador or Your Excellency
Platform Introduction
His Excellency Geronimo Gutierrez Fernandez,
Ambassador of Mexico or of the United Mexican States
Conversation
Mr. Ambassador or Your Excellency
Place card
The Ambassador of the United Mexican States*
Name Badge
Ambassador Geronimo Gutierrez Fernandez (Mexico, or of Mexico-optional)
Table Tent
Ambassador Geronimo Gutierrez Fernandez (Mexico, or of Mexico-optional)

* The Brazilian Ambassador and the British Ambassador are the forms used for these countries.

Foreign Consul General at post in the United States

Business Correspondence
The Honorable* Alexander Zakharov or Mr. Alexander
Zakharov
Consul General of Russia
(address)
Salutation
Dear Consul General Zakharov
or Dear Mr. Zakharov
Platform Introduction
The Honorable Alexander Zakharov, Consul General of Russia
Conversation
Consul General Zakharov, Consul General or Mr. Zakharov
Place card
Consul General Zakharov, The Consul General of Russia/Russian Federation, or Mr. Zakharov
Name Badge
Consul General Alexander Zakharov or Mr. Alexander
Zakharov
Table Tent
Consul General Alexander Zakharov or Mr. Alexander
Zakharov + of Russia or the Russian Federation

Note: In the U.S., traditionally honorifics have not been used for consular officials, but over time the practice in most major U.S. cities has changed. It is common now to use The Honorable for a consular head of post, unless the individual holds the rank of ambassador, in which case His/Her Excellency would be used instead.

Protocol Pointer:

Make it easy for others to get it right when you and your team are the dignitaries. Provide forms of address information for any key officials or senior business leaders in your organization in an easy to find, accessible format. You can post it on your website, or have it readily available to send any time those individuals will be introduced, attending an event, or someone wants to write to them.

Faux Pas: “Hello, Mr. General Counsel”

Many times, paying close attention to forms of address feels like we are being unnecessarily picky. Surely it doesn’t matter so much, as long as we are respectful, right? But I have found in my career that it does matter greatly. Getting details right in protocol, especially forms of address, shows care, diligence, respect, and professionalism. Using the wrong name or title can create the entirely opposite impression.

To give you one example, I was once asked to facilitate introductions of over 100 consular officials to a high-ranking U.S. government official. The consular officials were positioned outside the official’s office in precedence order and then escorted in individually with their spouse for a meet and greet and photo op with the U.S. official. I was not on the staff of the U.S. official, but to be helpful, we had prepared a briefing document with the proper forms of address for the consular officials. Then, when I presented each one, I clearly stated his or her title: “May I present Consul General Garcia of Mexico.” Unfortunately, the U.S. official welcomed them as either “Mr. General Counsel,” or “General.” When I alerted his staff to the mistake, I was told not to point out the error to the official, and simply continue doing what I was doing, which I did. However, I tried to stress Consul General even more.

While none of the consular officials were offended, they did mention this U.S. official’s mistake to me and the other protocol officers multiple times afterward. They interpreted this as a lack of interest in protocol and a sign of disinterest in doing things correctly. The U.S. official was in fact quite interested, but his informality, and the unwillingness of his team to advise him, gave the wrong impression and harmed his image.

Resources

  • Honor & Respect The Official Guide to Names, Titles & Forms of Address,Robert Hickey.
  • Forms of Address A Guide For Business & Social Use, Andrea Holberg (out of print but useful visual examples)
  • Debretts Correct Form Social And Professional Etiquette, Precedence and Protocol
Disclaimer: Garza Protocol Associates provides links to resources that may be helpful. However, we have not verified all of the information they contain, and we recommend checking multiple sources for a more comprehensive perspective. Please let us know if you have a link to suggest, or if you find one of these is broken.

Still Have Questions? Confused?

Forms of address is a complicated and vast area of protocol, and we aren’t able to cover every title or situation here. So if you’re still unsure, that’s normal. There are several useful books on forms of address on our Resources tab.

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