Essential Travel Checklist for Executives: Avoid Mistakes and Stay Organized
Learn how to create an efficient travel checklist for your executive's international trips. Minimize errors and ensure smooth travel with these tips.
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Executive Assistants Travel Checklist
Added on 10/02/2024
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Speaker 1: When planning my executive's travel itinerary, especially the international one, it is so important to get it right. I certainly don't want my executive to miss a flight, get stranded at an airport somewhere because I didn't organise a visa or transportation, record the wrong times for the meetings that my executive needs to attend because I didn't check time zones. I don't know about you, but I'm super nervous when I book travel, which makes me super vigilant. When I first started in a company where my executive always travelled internationally, on the first trip I booked for him, I didn't take account the time difference and added the wrong time for a meeting in my executive's outlook and he ended up missing the meeting. I never did that again. I know mistakes happen, but the aim is to minimise the mistakes we make and hopefully if we make a mistake, it's only a minor one. In this video I want to share the travel checklist I created, which helps me be efficient. I will break it down for you and I will keep it as simple as possible. You can pause the video to have a better look. There is no one size fits all. You can change this to suit your needs. At the time of making this video, I made two other checklist videos. I will leave a link for the checklist playlist in the description box. If you have already subscribed to my channel, thank you so much. I really appreciate you. If you haven't, please consider subscribing, liking and sharing my videos. Okay, now let's get started. So say, at my catch up with my executive, he tells me where he needs to travel to, the dates and the times he wants to leave. I write it all down in the first part of my checklist. If you work for more than one executive, you can add their name at the top. My boss tells me he wants to fly from Sydney to Melbourne, then to Perth, then to Darwin and then back to Sydney. I have also written the dates and times he would like to fly out. I notice that some of the flight times my executive wanted aren't available. So I make a note of why I'm not selecting those times. In remote areas, they may only have one or two flights a day leaving to the destination required. Once I make all the bookings, I write them down in this table. This table helps me identify whether all flights and all accommodation has been booked. If you have to keep record of costs, this table also has space for the totals of flights and accommodation. Now, the second part of this checklist assists me in what I need to do if my executive is flying overseas. I'm not going to go through everything, so pause this video to see what is on my list. So it prompts me to do some research to see if the visa is required. And if there is, do they get it when they land or is it something I have to organise beforehand? This checklist reminds me to take time zones into account, research location information, and get international phone roaming organised and organised travel insurance. And this final part of the checklist needs to be completed without exception. Once again, I won't go through everything, so I suggest you pause this video and see what is included in this checklist. All I need to do is tick off everything I have completed, like booking and receiving e-tickets, making sure all the information has been added to my executive's Outlook calendar, with all the attachments and confirmations, taking into account all time zones. The last thing on this list for me is to create and print the executive's itinerary and all the documentation, confirmations and e-tickets that my executive will require for this trip. Like I said before, there is no one size fits all. Just cater your checklist to your needs and the needs of your executive. In the comments section below, I would love to hear what you would add to this list. Thanks for watching and please subscribe and like.

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