1. Consult all relevant business travel stakeholders
- Administrators: an office travel manager or executive assistant in charge of booking business travel
- Line managers: the manager of the person going on the business trip
- Executives: additional managers at the director or C-suite level
- Finance: a representative from the finance department who handles business travel (from the perspective of travel costs)
- HR: a representative from the HR department who handles business travel (from the engagement or compliance perspective)
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2. Create an organized business travel approval process
- Who’s in charge of booking business travel? Employees, managers, an administrative assistant?
- Do travelers need to fill out a request form?
- What "approvers" need to be consulted for corporate travel approval?
- How does spending work when on a business trip? Who sets and controls the budget?
- How much advance notice is needed to approve a business trip?
- What happens if there’s a last-minute business travel request?
- Are only certain types of hotels, flights, etc. approved for travel booking? For example, can a traveler book a three-star or four-star hotel?
- Is there a certain cabin class allowed for flights (first, business, economy?)
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