The complete guide to corporate travel planning

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6 steps for booking stress-free work travel for your boss

Wondering how to make organising travel for your boss easier? You’ve come to the right place. We all know booking and managing executive work trips can be stressful. It can be a serious headache for executive assistants like yourself, trying to coordinate their work travel while handling various other day-to-day responsibilities. Your boss's time away might be jam-packed with meetings, all while trying to keep up with colleagues in different time zones, and dealing with jet lag.
From booking tools that streamline all your arrangements to solutions that automate your travel expenses and simplify reclaiming VAT. Thankfully, there are ways to simplify executive travel, alleviate the admin, and remove common pain points travelling for work can bring.

1. Prioritise their preferences

The first step in organising any work trip is ensuring you consider all of your traveller’s personal priorities. For example, maybe your boss prefers a window seat or likes to stay at a specific chain of hotels. Perhaps it’s important for them to have access to a gym, or they would like their room to have a large desk to catch up on emails between meetings.
If your boss travels frequently, they may accrue loyalty points with airlines or hotels. Opt for travel options with these companies wherever possible, and be sure to jot down their membership numbers so they can earn perks or receive preferential treatment on this new itinerary.
Collecting points on flights and hotel stays can get your boss various perks, from complimentary late check-out to lounge access. If they don’t belong to any loyalty membership programs already, ask them what airlines or hotels they like staying at and see if you can sign them up. After noting these preferences, harnessing the latest technology can help you streamline the booking process. 

2. Book the best options with a travel management tool

Rather than scrolling through several websites to find the best prices, a comprehensive booking tool like TravelPerk can help you organise the entire trip in just a few clicks. From hotel stays, flights, car rentals and trains. You can easily search through and select the options that meet your executive’s preferences on one easy-to-use online tool.

Access competitive rates with TravelPerk

One of the many benefits of booking business travel on TravelPerk is that users can take advantage of competitive hotel rates without entering into negotiations themselves.
In fact, with TravelPerk you can choose from over 26,000 discounted hotel rates. These significant savings will definitely get you in your boss's good books!

3. Brief your boss

After carefully planning your boss’s work trip it’s important to convey the details carefully. We’ve all been there with a busy exec who says they are listening but their minds are on a million things!
With a travel management solution like TravelPerk, the details of each trip can be found and downloaded from one place (with just one login!). However, if your boss isn’t using a travel management platform, it's important that they have the information they need.
While screenshots are a quick and easy method of ensuring your boss has access offline, you can go the extra mile to prepare a travel itinerary that includes elements specific to their particular business trip in a way that’s easier to read.
Here are some top tips for creating a clear itinerary:
  • Break down each day and walk through their activities
  • Note booking confirmation numbers for car rentals, hotels, restaurant reservations and other elements of their trip
  • For flights, include airline phone numbers, the terminal's address, confirmation numbers, flight numbers, seat reservations, and any membership numbers they might need for lounge access and other loyalty perks
  • Specify platforms for train journeys where possible
  • If you have any pre-booked car services, include these details and the contact numbers for the driver and the company
  • Include the address of their specific hotel and the contact details for the front desk in case there are multiple hotels with the same name
  • Note check-in and check-out times for hotel stays: very important!
  • Add your boss' meetings to this itinerary, noting the attendees and objectives of each appointment 
  • To go the extra mile: include LinkedIn photos of meeting attendees to ensure they can give them a warm and personalised greeting
  • After you have completed the itinerary, save it as a PDF, print it off and email it to your boss so they have access to both hard and digital copies.
Before your executive leaves you also want to make sure they are clear on any procedures they need to follow in case of emergencies. It may pay to include this and any emergency contact details they need in writing in their itineraries as well. 

4. Prepare for change

Making travel arrangements for executives involves expecting the unexpected. Travelling for work can spring endless surprises, whether it’s an unfavourable weather forecast or a last-minute cancellation. Many of these unforeseen events require immediate changes to travel schedules.
In these cases you need to be clear on how these amendments are to be made, especially outside of your office hours. While you might be happy to be on call, it can cause unnecessary stress for your exec if they are trying to reach you in the early hours.
Comprehensive, 24/7 support is a must to provide a smooth travel experience. At TravelPerk, your boss can reach a team of human customer support agents by phone, email, and chat, 24/7, 365 days a year.
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To avoid the costly fees of changing plans, you always want to book the most flexible fares possible. A tool like FlexiPerk can take your work travel amendments to another level. FlexiPerk users can cancel or change all elements of their bookings up 2 hours before departure and receive 80% of the costs back. You or your traveller can select alternative arrangements on the easy-to-use desktop or mobile platform, and you will be ready to pivot to your new plans immediately. 
Plus, whatever the reason for shifting plans, you won't have to chase your traveller's refunds. The money will be back in your account as a credit, ready to use in as little as 14 days.

5. Stay on track of your company’s sustainability goals

Ensuring your boss’s work trip contributes to company compliance with environmental regulations and corporate social responsibility (CSR) goals requires careful and complicated monitoring.
By regularly evaluating the environmental impact of your work trips, you can identify areas for improvement and implement greener travel practices. However, measuring CO2 emissions from your work travel to tracking your team's offsetting efforts is a considerable task for anyone.
TravelPerk's GreenPerk makes supercharging your sustainability efforts quick and easy by offering detailed reports of the emissions generated by your work travel.
GreenPerk also highlights eco-friendly travel options during the booking process to encourage effective changes straight to your travellers. Plus, you can offset any remaining emissions through VERRA-verified carbon-reducing projects. 

6. Simplify travel expense reporting

Expense reporting can feel like a significant time snatcher. Tracking money takes longer than spending it! Help your boss get expense reporting done in a flash by downloading a receipt-scanning or management app. With this more modern approach they can capture expenses in real-time rather than trying to fish out receipts on their return.
As we have seen nothing beats automation. TravelPerk integrates with various third-party expense management apps, including, Pleo, Expensify, Yokoy and Payhawk, so that trip costs are stored safely, and travel spend reports can be accessed rapidly.
With tools like TravelPerk, you and your finance colleagues can quickly access a wealth of travel expense information. Search by employee, destination, or department to check on travel spend in real-time and ensure you're on track to meet this year's budgets.

Now you can go the extra mile

The best part of automating and outsourcing aspects of your work travel management is being able to focus on the extra details your boss will appreciate. This attention to detail will set you apart from other executive assistants and impact your boss’ travel experience.
Here are some examples of little extras that you can prepare in advance:
  • Luggage tags
  • Business cards
  • Talking topics and contact details of the local host (client or office manager)
  • Tips for local business etiquette 
  • Restaurant recommendations based on their preferences - you can even use a concierge service like TravelPerk to secure reservations
  • Tips for how to spend any downtime. Be sure to highlight options that require tickets and book these in advance
  • Travel adapters and surge protectors
Take a second to figure out the little things that will make a big difference for your exec, and keep a running list for future business trips.
Be the assistant superstar. Manage travel with ease and keep your team happy.
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