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Business Travel Checklist Template

Employees / Staff

Use when preparing to go on a Business Trip

Before Your Business Travel

Task list

  • Ensure you have complied with your employers travel policy and administrative requirements
  • Make sure your travel plans and contact details are known to your manager
  • Ensure you have travel insurance
  • Make sure your passport is valid at least six months past your expected return date
  • Ensure any relevant visas have been obtained
  • Choose a hotel that offers special services to business travelers
  • Confirm all reservations
  • Leave your contact information of the hotels where you are staying
  • Tie up any loose ends at the office before departing
  • Let clients and colleagues know when you will be unavailable
  • Stock your work bag or briefcase with all the business-related items you need for the trip
  • Make note of your need to pack any electronic equipment, including PDAs or laptop

Your Business Travel

Task list

  • Use separate credit cards for business and personal purchases.
  • Keep all the receipts for business purchases.
  • Keep your business paperwork in one place in your hotel room.
  • Make notes directly after business meetings while still fresh in your mind.

When You Return

Task list

  • Notify your employer of any reportable incidents that occur while on overseas business
  • Request support from your HR team or manager should you experience any difficulties as a result of your travel
  • Go through mail, voice messages, and e-mail as soon as you can
  • Put your list in order of priority with most urgent items at the top
  • Tackle each item on the list