By role

Table of Contents

How to plan a Business Trip?

Whether a road warrior or a first-time traveler, there is no doubt that business trips need a lot of planning and preparation. Business travel can be challenging due to cultural differences, cuisine, time zones, accommodation, transportation, climate, and security issues, especially if you have to visit more than one destination in a single business trip. 

Hence, it is essential for you, as a business traveler, to plan your business trip. It allows you to have a hassle-free and relaxed trip without worrying about menial things like traveling, accommodation, and time management. Once you complete your planning, you are more focused on the purpose of your business trip. 

Mentioned below are the essential tips on how to plan a business trip: 

9 Essential Tips on how to Plan a Business Trip 

1. Know your Destination

The business trip can be in a familiar or new destination. In both cases, research is essential to avoid any unwanted risks. You can do your research by checking out important government and news websites. For instance, if your trip is in the United States, you can check the travel advisory page of the U.S Department of STATE. 

You must also find details such as climatic conditions, read news about the place for any political or social issues, local cultures and traditions, tipping etiquette, and popular activities, among many others. 

Moreover, whether traveling alone or in a group, you must know alternative routes to your business meeting or conference destination. Also, some places may be popularly known for pickpocketing or mugging. Under such circumstances, you must be extra cautious and know where to store your cash or business gadgets. 

Alternatively, you can also discuss with your travel manager or colleagues who have traveled to the same place before and take advice from them. Reading travel blogs and articles is also an excellent research method as they offer firsthand perspectives of your travel destination. 

2. Plan in Advance

One of the crucial aspects of business travel is planning. You do not want to spend the day before the trip rushing around to pack your clothes or arrange business documents. It will only cause you more stress or anxiety. 

Here are some things you can do to plan in advance. 

  • Start planning a week before by making a checklist of what items you need to carry, such as business attire, flight tickets, and proof of hotel bookings. 
  • Book flights, accommodation, transportation, and other activities well in advance as the prices surge the more you delay. By booking flights and accommodation in advance, you may be eligible for good deals and discounts which will help you reduce costs. 
  • If the travel manager books your tickets, let the manager know your plans in advance so he or she can make the travel arrangements accordingly. 
  • Prepare for medical emergencies such as illness or allergies, and carry medications for the same.
  • Find out the time required to travel from your home to the airport and the destination airport to your hotel. When you plan all these, you will know when and how to commute without panicking at the last minute. 

3. Booking your Stay

Choosing the best accommodation for your corporate trip is essential for you to rest well and stay active. Some of  the parameters to keep in mind while booking a hotel are:

Hotel reviews: While booking the hotel, make sure to read both positive and negative reviews by customers on third-party websites. 

Location: Consider the hotel’s location when booking your stay. Especially if you are a female business traveler who has to travel alone, booking a hotel in a safe area is crucial. 

Dining options: Choose a hotel according to your meal preferences, such as European, American, or Continental. 

Sanitization: No one likes unhygienic and poorly maintained hotel rooms. Therefore, always choose a hotel that provides frequent sanitization services. 

Workspace: There may be instances where you may have to conduct meetings or conferences from the hotel. Choose a hotel with working facilities such as meeting/conference rooms with a high-speed internet connection.

Leisure facilities: After long hours of meetings and conferences, you might want to indulge in some leisure activities to relax and unwind. Hence, look for a hotel with facilities such as a swimming pool, spa, sauna, pool, bar, etc.

By keeping all these in mind, you will know how to plan a business trip next time. 

4. Keep Travel Documents Handy

Business travel involves employees traveling to international destinations; sometimes, they may have to travel to two or more countries in a single trip. Under such situations, you must keep all travel documents handy. Your travel documents must include:

Passport, Traveler Visa, and National ID card: When traveling internationally, it is essential to keep your passport, visa, and national ID card ready, without which you may not be allowed to travel. Always keep both original and copies of these documents so that if you lose the original, you always have its copy and won’t get in trouble.

Travel Itinerary Details: Flight tickets, proof of hotel bookings, business meeting schedule, and contact of cab rental services are all essential details to know. 

Business Travel Insurance: You may encounter unexpected situations such as natural calamities, lost baggage with office gadgets, personal belongings, getting mugged, etc. Having business travel insurance while traveling will protect you from these risks and add an extra layer of protection against any such financial loss.

Vaccination Proof: Since the advent of Covid-19, most countries have demanded vaccination proof. While some countries require proof of vaccination with two doses, proof of vaccination with one dose is sufficient for some. 

5. Packing Essentials

While packing for a business trip, you have to think about different situations and pack accordingly. Questions like: How many formal attires must I carry for a business meeting? Will I be dining out with my clients? Will I be heading out for sightseeing? Should I pack any shoes and flip-flops? etc., are bound to cross your minds. 

Apart from apparel, you also need to carry electronic gadgets, office documents, and many other things which can confuse you, and you end up forgetting to pack them. Also, you don’t want to carry too many clothes where your luggage becomes too heavy, and you may not be able to carry it easily. Hence, it is always a good practice to prepare a packing checklist.  Some of the crucial things your packing checklist must include are: 

  • Important documents 
  • Local currencies
  • Essential electronic gadgets
  • Formal and Casual attires
  • Medication and Toiletries
  • Office stationeries
  • Business cards
  • Miscellaneous Items 

Once you’ve ticked off each item on your packing checklist, don’t forget to check and double-check before embarking on your business trip. 

Get Free Business Packing Checklist

A business travel itinerary includes every minute detail of your business trip. Preparing a business trip itinerary can be exhausting and time-consuming. But, once you have completed preparing one, you will be confident about how to go about your trip and know how to plan a business trip in the future. 

For instance, you can have details about what time your day starts, when you will be working out in the morning, what time the business meeting starts, meal hours, break timings, and many more. 

A good travel itinerary must include the following details: 

Flight details: Date of travel, check-in time, flight time, flight number, name and address of the departing airport, and airport terminal number. 

Transportation details: Mode of commute to the airport, the time required to travel to the airport, meeting time, pickup point, and vehicle number. 

Accommodation details: Name and address of the hotel, check-in and check-out timings, reception number, reservation details, places to visit nearby the hotel, time for relaxation and leisure activities, etc.

Business trip details: Location and time of the business conference/meeting, break and meal timings, activities post meeting, dinner with clients, etc. 

Get Free Travel Itinerary Template

7. Carry Essential Electronic Gadgets

Even on a business trip, you must manage your work, check your e-mail frequently, and stay connected with your colleagues. You may also be required to give a presentation to your potential clients during business meetings. Therefore, carrying essential electronic gadgets is necessary. Forgetting to take them can leave you in disarray and leave a negative impression on your boss and clients. 

Here are some of the essential electronic gadgets which you must carry:

  • Portable Laptop and charger
  • Powerbank
  • Headphone 
  • Phone and charger 
  • Portable Wi-Fi Hotspot
  • Universal travel adapter
  • All-in-one charging cable 
  • A compact tablet
  • Pendrive
  • External hard drive

Carrying these essential electronic gadgets will eliminate the common pain points while traveling, and you can travel without worrying. 

8. Know your Company’s Travel Policy

Travel policies are rules and guidelines for business travel, whether expense submission and filing or booking flights and hotels. If you don’t know your company’s travel policy, you may end up spending more on travel and accommodation than the budget allocated by your company. This can lead to reimbursement issues. 

Hence, it is essential that you, as a business traveler, must know your company’s travel policy before going on a business trip. You can always confirm with your travel manager if any policy is unclear, so you don’t misunderstand. 

Get Free Travel Policy Template

9. Prepare for your Meeting

Lastly, don’t forget why you are going on a business trip. The aim of the business trip is to make new business deals and contracts, meet potential clients, and build a long productive relationship to achieve the company’s goals. Hence, you must be very prepared for your business meetings. Here are some of the ways you can prepare:

  • Keep all your business cards, notepads, critical files, gadgets, business documents, presentations, etc., in a file. 
  • Ensure you have an e-copy of all the documents for safety purposes and keep all your electronic devices charged. 
  • Know the agenda for your meeting and keep all the discussion points ready.
  • If you are hosting any meetings, send out meeting invites to everyone involved at least one week in advance.
  • Ensure you have a backup of your presentation once it is ready.

Knowing how to plan a Business Trip Leads to Success

Planning a business trip can be pretty challenging and time-consuming. However, planning and preparing beforehand can make business trips seamless. Following the tips mentioned above will help you understand how to plan a business trip in the best possible way. 

Additionally, you can take the help of a travel management company like ITILITE to plan all your business trips. We take care of your bookings and cancellations, prepare in-depth itineraries, and provide 24/7 customer support. You also get a wide range of inventory for flights and hotels, personalized bookings, real-time notifications, tracking travel, file expenses, change itineraries, and many more.

Schedule a free demo of ITILITE to know how you can plan your business trip seamlessly. 

Discover a simpler way to manage corporate travel

Corporate travel management can be extremely daunting. Getting travelers to stick to budgets while booking travel, monitoring spends or finding support for travelers – there is always something that needs to be done. That’s why we built a solution that makes corporate travel management simpler.

Related posts

Get the latest in your inbox

Group 1416

Subscribe to the Itilite blog and never miss a post!

Simplify your travel and expense management process!

Simplify your travel and expense management process!