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Employee business trip checklist

 
Employee business trip checklist

If the company plans a business trip, the employee preparation is the ground to a rewarding travel experience and successful achievement of business objectives. Applying this checklist the employee can make his business travel more cost-effective and result oriented.

You can download this template in VIP Organizer or VIP Team To Do List database format.

You can order complete (full) checklist or all complete (full) checklists in convenient MS Word and PDF printable format. BUY NOW! 

EmployeeBusinessTripChecklist.zip 4,2 Kb


1. Goals and tasks of business trip

  • Go to meeting with manager to discus points of business trip
  • Read order of business trip and get a hard copy of it
  • Learn business trip goal and get detailed instructions (period, destination country, contact persons, etc.)
  • Get business trip task list from manager
  • Accomplish all formalities related to delegation of your powers while you are in trip
  • Schedule your time before trip using your daily organizer

2. Preparation to business trip

Inform family members, friends, colleagues about business trip

Gather information

  • Find out what your destination point is
  • Read articles about the country of your trip in magazines, web, etc.
  • Learn culture and national peculiarities
  • Go to language training if needed
  • Check if destination country has any warnings (wars, epidemic, economic instability, etc.)

Settle deliveries

  • Cancel all deliveries for time of your trip (e.g. newspapers, milk, etc.)
  • Pay all your bills in advance
  • Ask your friend or neighbor to check mailbox while your are away

3. Traveling documents

Passport

  • It should be valid for at least six month beyond the period of your business trip
  • Make sure your passport is with you Passport should be valid for at least six month beyond the period of your business trip

Visa

  • Make sure you obtain visa before your departure

Travel insurance policy

  • Acquire travel insurance beforehand. Take one copy with you and leave one copy with a family member or friend.

Itinerary

  • Purchase and carefully study guidebook and map with detailed roads, streets, parks, etc.
  • Highlight your route from destination point (air port, railway station) to the hotel.

Traveling tickets and accommodation

  • Take care of booking accommodation

    You can order complete (full) checklist or all complete (full) checklists in convenient MS Word and PDF printable format. BUY NOW! 

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