The complete business travel checklist
A business traveler’s checklist is a great way to guarantee that both travel and business go smoothly.
Any form of travel—be it for business or pleasure—relies on remembering a few essential items: tickets, hotel details, foreign currency, and, of course, passports. But for the modern business traveler, there’s more. A business travel checklist is a great way to guarantee both the travel and business go smoothly.
Here’s a checklist of key principles to follow from the perspective of both a business traveler and a business travel manager.
Booking business travel these days is often done by reaching for a phone to find a cozy hotel that will provide easy access to important venues and attractions. Being constrained by the rules and regulations of traditional travel policies frustrates the modern business traveler. And this is for very good reason – they often know a more cost-effective route. An employee’s freedom to choose the best place to stay is fundamental to a successful business travel policy.
Business travelers are often familiar with their travel needs and preferences. They may know the best hotels and most reasonably priced restaurants in the area. If they’re forced to follow rules that dictate specific locations and hotel chains, the optimal trip is unlikely.
There are a number of reasons business travelers want to book outside of a fixed travel booking policy, usually just to ensure convenience and the opportunity to travel efficiently.
In an age where the internet feels ever-present—whether at home, work, or walking the dog—fast connectivity is essential, particularly for business travelers. Being hampered by weak WiFi is akin to the hotel shower running out of hot water.
Thankfully, fast internet connections are now available at practically every stage of the travel experience (even if you’re 40,000 feet above the ground), but any that demand pricey fees should be avoided.
Consider these additional connectivity tips:
Business travel shouldn’t be hampered by policy and process – navigating endless red tape isn’t fun for anyone. If travel policies can be reconsidered or regarded more as guidelines rather than rules, modern travelers can continue with a better, faster way of booking. Try to remove red tape or at least keep it to a minimum when making your travel policy feasible and accessible.
The BYOD culture has given many IT managers multiple headaches, but employees’ desire to bring their own phones, tablets, and laptops to the workplace is just as prevalent in business travel.
Those heading to foreign shores to meet customers and attend conferences need to be empowered to use their own devices to book travel arrangements.
With technology moving so fast, few travel policies can keep up. If there’s a better way to book a business trip, the traveler probably has the device in hand.
Once you’ve established the key principles for your business travel checklist, here are some things to consider.
Whether you’re bringing your own device or a laptop from your employer, it’s easy to forget to pack an important accessory, particularly when packing in a rush. To avoid that stressful dash to buy a charger or adapter upon arrival, we’ve laid out a checklist of essential electronic items for a seamless business travel experience:
In terms of planning your trip, there are a few elements to consider before you go:
Before you start compiling the documents you’ll need, find a travel folder to keep everything in one place.
Travel tickets and important booking information
Business travel itinerary
Frequent flyer card
Passport and visa
Driver’s license
Proof/confirmation of your (business) travel insurance policy
Business cards
Work documents
Foreign currency and debit/credit cards
When traveling abroad, here are a few things to consider packing or preparing to make sure the trip goes well:
For additional packing list help, check out our article with tips for packing for business trips.
Once you’ve returned from your trip, there are still things to consider to make sure you wrap up the business neatly. Use this checklist to make sure you’ve thought of everything:
Business travel can make for some hectic trips, which is why itineraries are key to ensuring a productive and successful schedule. Fundamental things to include are flight dates and times, hotel check-in info, transportation arrangements, business meetings, conferences, and other work-related appointments.
More seasoned travelers will also know to include time for themselves. Try to block out a window for wellness in your schedule, whether it’s an opportunity to exercise, relax with some sightseeing and shopping, or simply take a power nap.
An effective checklist for business travel is a great way to ensure that everything goes according to plan, guaranteeing a cost-effective trip and satisfaction for both employee and employer. With these key principles for the ultimate business travel checklist, you’ll be ready to go.
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