Organise business travel

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Organise business travel

Making travel arrangements for your executive and keeping him or her as productive and stress-free as possible on the road requires planning. There are a lot of details to figure out, reservations to make, and schedules to coordinate. So the best thing Organise business travel can do is be as organized as possible, and be ready to solve travel problems in the moment.

But how do you do that? These best practices will help make the travel planning process before, during and after a trip as simple and stress-free as possible.

Develop travel planning templates and checklists My travel planning documents are some of the most useful tools in the travel planning process. One of my main motivations for creating a lot of these travel forms, templates, and checklists is because I forgot or was afraid I would forget an important detail in the travel planning process.

In these instances, I was forced to resolve issues on the fly as my executive was checking into a hotel, boarding a plane, or renting a car. It was stressful for my executive and me, so Organise business travel sought out ways to prevent mistakes or oversights from happening again.

The primary documents I developed to keep me on track include: Traveler profile form The traveler profile form is a single page document that includes all of the contact information for each traveler I supported.

Organise business travel

It includes their name, title, employee ID and other related work contact details, as well as their home contact information. The form has a section for airline preferences, including frequent flier numbers and status, seat preferences, and meal requests.

There are also sections for car rental memberships, hotel preferences, and passport and citizenship details. This was a helpful form for my travel agent and any assistants who filled in for me while I was out of the office.

Traveler planning intake checklist The travel planning intake checklist is a multiple page form that includes sections for commercial or charter flight arrangements, ground transportation, hotel accommodations, dining reservations, meeting or event details, and room for additional notes.

Organise business travel

Each section also includes related details that need to be handled, and specific questions to ask the traveler to ensure all of the relevant information is successfully captured.

This checklist kept me on top of all of the details related to each trip my executive took. Travel itinerary template The travel itinerary template is the ultimate document in summarizing, verifying and creating order out of all of the planning details.

To effectively organize all the details, you need a travel itinerary template that you use consistently. What is the order of events for your traveler throughout their trip? This will help you get all of the necessary arrangements made from the start flights, ground transportation, hotel, meals, meetings etc.

If you need some help getting started, download my travel itinerary template at www. Not every trip requires airline travel. Not every trip requires rental cars. It may change from trip to trip and traveler to traveler. Another great tip is to treat the compilation of the itinerary as though you are the traveler.

Include all the traditional information, such as flight, hotel, and car rental details, as well as additional, useful information, including driving directions, dining options, and entertainment venues.

Even if your executive prefers to have everything available electronically when they travel, a printed travel itinerary can save the day when their internet connection is bad or their phone battery dies.

Finally, before you give your executive the itinerary, make sure to proofread it.Smart Work: Centralise, Organise, Realise [Dermot Crowley] on *FREE* shipping on qualifying offers.

Organise your way to renewed focus and calm Smart Work is the busy professional's guide to getting organised in the digital workplace.

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Are you drowning in constant emails. Dec 01,  · How to Plan Your Business Travel. In this Article: Making Travel Arrangements Preparing for Your Trip Taking Precautions to Avoid Jet Lag Community Q&A Planning a work-related trip can be a stressful endeavor.

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How to Plan Business Travel & Business Travel Planning Checklists Travel Planning for Executive & Administrative Assistants When I was an executive assistant planning hundreds of trips for my executive over a year period, I thought I did a good job.

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