Business Travel Task Checklist

Prepared By: [Your Name]

I. Pre-Trip Tasks

A. Flight and Accommodation

• Book flights (confirm dates, times, and seats).

• Reserve hotel (ensure proximity to meetings/venue).

• Confirm transportation (car rental, taxi, or shuttle).

• Arrange airport transfers (if needed).

B. Meeting and Event Coordination

• Schedule meetings with clients/partners.

• Confirm meeting locations and times.

• Prepare agenda or meeting materials.

• Confirm any networking or social events during the trip.

C. Travel Documents and Itinerary

• Verify passport and visa (if international travel).

• Print out tickets, itineraries, and hotel confirmations.

• Ensure business documents, contracts, and presentations are ready.

• Set up travel insurance if required.

D. Packing List

• Pack business attire and casual clothing.

• Ensure all electronic devices (laptop, tablet, charger) are packed.

• Include all necessary documents, such as ID, tickets, and work materials.

• Pack toiletries, personal items, and medications.

E. Financial and Expense Planning

• Review per diem or travel budget.

• Notify the credit card company of travel dates (to avoid issues).

• Ensure necessary cash or foreign currency is available.

II. During the Trip

A. Travel and Meetings

• Check flight status and arrive early at the airport.

• Confirm accommodation check-in details.

• Attend scheduled meetings and networking events.

• Take notes during meetings for follow-up actions.

• Track expenses (meals, transportation, etc.) for reimbursement.

B. Communication and Updates

• Stay connected with the office or team for updates.

• Check-in with clients or partners before/after meetings.

• Monitor any changes in the itinerary or meeting schedules.

III. Post-Trip Tasks

A. Expense Reporting

• Collect receipts and prepare expense reports.

• Submit travel expenses for reimbursement.

B. Follow-up Actions

• Send follow-up emails to meeting attendees or clients.

• Address any action items from meetings.

• Share notes or key takeaways with the team or manager.

C. Review and Debrief

• Reflect on the outcomes of the trip and evaluate the objectives achieved.

• Provide feedback to the travel coordinator if applicable.

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