If one is doing a business trip: planning a business trip

If one is doing a business trip: planning a business trip


Organizing a trip or vacation is not one of the easiest tasks. Planning a business trip is usually even more of a challenge to the person in charge.

Because such a business trip should run as smoothly as possible, since usually the success of a business dealings is directly related. And that is precisely why high demands are placed on the person responsible for the organization. The more this person has experience in travel management, the more mishaps can be ruled out from the outset.

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With the right planning the business trip relaxed (he) enjoy ...

Well, let's say your supervisor will hire you to plan your next business trip. You have little or no experience with it. How best to proceed?


Checklist: planning a business trip

In the following, I have compiled a checklist for you to use as an orientation guide. It's best to take a note and go through this checklist point by point.

1. preliminary clarification

First, answer a few questions in advance to plan the next steps. The following questions need to be clarified:

What exactly is the purpose of the business trip?
Where does the journey lead, ie the destination?
How long should the business trip last - exact date setting?
Who takes everything in the journey, how many people?
Who are the business partners to be visited?
It's best to have the most accurate schedule possible for the trip. Example of a business trip with flight:

Day 1:
Departure to the airport at ... with ...
Arrive at the airport ...
Departure at ... from ... with ...
Arrival at ... in ...

Make this statement as detailed as possible for each day of business travel. Include every scheduled appointment in this list.

2. Requirements

Answering the above questions results in further requirements, such as necessary travel documents (passport, visa, etc.), health precautionary measures, bookings (accommodation, means of transport, events corresponding to a framework program, etc.), means of payment.


3. errands

Once you know what preparations and documents are required, you need to organize them.


4. Compile documents

Now you are a long way ahead. Preparation also includes compiling the required documents:


  • Travel documents, ie all documents required for entry and stay in the country concerned (passport, visa, insurance certificate, vaccination certificates, etc.), as well as air tickets, tickets etc.
  • Business papers: This includes all documents necessary for the business activity, ie the actual purpose of the business trip.
  • Contact List: Important Contact Details z. As the business partner, the accommodation, accessibility in case of loss of credit card etc.
  • Travel Information: Especially when you travel to the destination country for the first time, you value information about the country and its people, about customs and manners. Here, the Internet provides an inexhaustible source of useful information. In no time you have a small folder with everything worth knowing about the country, maps, maps assembled. Maybe even a dictionary is very useful.

5. Luggage

For the luggage the traveler is usually responsible. However, you can point out to your supervisor the necessary items that he must not forget: adapters, chargers, replacement batteries, etc.


6. Final check

Now that you have completed all the preparations so far, go through the mentioned schedule again in detail.

Because the devil is usually in the detail. Ask yourself at each point, what could go wrong here and how to exclude the possible glitch from the outset.

Which options, which alternatives are available at the onset of the breakdown?

If you are satisfied with the result, have your schedule re-checked by at least two other people.

One of these people should definitely be the traveling supervisor, the other one an uninvolved person.


7. Clarify representation

If the supervisor goes on a business trip, it must also be clarified in advance who represents him in his absence in the company, which person has which responsibility. This allocation is usually the responsibility of the supervisor.

It should also be clarified who and how can reach the supervisor how.

The first time you have organized such a business trip, it is best to make your own checklist. Because a checklist has significant advantages:


  • You can structure work processes with it
  • she helps to forget nothing
  • you do not have to think your way into the organization
  • It also makes more extensive tasks delegable
  • Checking off documents work processes
  • it increases efficiency
  • it prevents the repetition of mistakes
This will make the organization easier to do next time. And with every new business trip, you can expand your checklist and adjust it if necessary.

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