When you're planning a business trip, it always helps to have an itinerary! This detailed travel plan includes transportation information, flight times, and both business and social events.
Companies use business travel itineraries to help their employees stay organized and make sure they are making the most of their business trips. They also help companies track the time spent traveling as well as any expenses. That way, they can keep accurate records of business trips and ensure that the company is adhering to the budget set for business travel.
A business travel itinerary helps streamline trip planning so you can get more done while traveling. It can also help you breathe easy by minimizing disruption from missed flights or scheduling conflicts. Using this itinerary template in ClickUp will help you and your team stay on track and make the most of your business trips.
Pictured: The Business Travel Itinerary template in ClickUp.
Why make a business travel itinerary?
There are many reasons why you would want to make a business trip itinerary, but the four key benefits are to:
- Ensure that business trips are effectively planned to save time and lower costs
- Enable you to stay organized throughout your business trip
- Reduce the likelihood of missed flights or scheduling conflicts
- Keep accurate records of expenses and time spent traveling
In essence, an effective travel itinerary can help you ensure that your business trip is as productive and fun as possible, while also keeping expenses low. And the more productive and affordable your business trips are, the likelier it is that you'll be able to go on even more in the future!
The key elements of a business travel itinerary.
A business travel itinerary should include the following travel details:
- Travel dates and times
- Flight information (including airline, flight numbers, departure/arrival times) Accommodations and contact information
- Contact details for business meetings
This itinerary template in ClickUp can help you keep track of all this and more.
How to create a business travel itinerary.
Here are some quick and easy steps that will help you create your travel itinerary:
Step 1: Establish a business purpose for the trip.
The first step in creating a travel itinerary is to know exactly why you're going in the first place. This will help you set a clear goal and timeline for your trip, ensuring that meetings and activities are appropriately scheduled.
Create a List in ClickUp with the purpose, location, and dates of the trip in the name to access info at a glance.
Step 2: Research transportation options.
Once you've established the business purpose of your trip, begin researching transportation options such as flights, rental cars, or public transportation (if available). Consider things like cost and convenience when selecting transportation methods for your travel itinerary.
Use Docs in ClickUp to take notes on and record key info for each option.
Pictured: The Car Rental section in ClickUp's Business Travel Itinerary template.
Step 3: Arrange accommodations.
Making sure you know where you're staying is a key to planning any kind of travel. Be sure to consider the business purpose of your trip when looking for hotels or other places to stay, as well as factors such as price and location.
Make tasks in ClickUp to track your progress in arranging transportation and lodging.
Pictured: The Hotel Check-in section in ClickUp's Business Travel Itinerary template.
Step 4: Schedule business meetings and social events.
Once you know where you'll be staying and how you'll get there, you can begin scheduling business meetings and any necessary social events for the trip. Consider both business and personal obligations when organizing this part of your business travel itinerary.
Use Calendar view in ClickUp to organize your events and connect them to key Lists, Docs, and tasks.
Pictured: The Itinerary section in ClickUp's Business Travel Itinerary template.
Step 5: Include contact information for each event or activity on the itinerary.
Finally, include contact information (such as phone numbers, emails, addresses, etc.) for each event or activity that is included in the business travel itinerary. This will ensure that you can easily get in touch with relevant people or businesses if any changes need to be made.
Build Custom Fields in ClickUp to record and easily access contact information.
Business travel itinerary pro-tips.
Creating a business travel itinerary can be time-consuming, but there are steps that you can take to make the process much smoother.
Research transportation options, accommodations, and business meeting times in advance in order to ensure that all necessary details are accounted for.
Set your business goals.
Establishing clear business goals will help you stay on track while making your itinerary—and make it easier to adjust any part of the trip if unforeseen changes come up.
Use the right tools.
All-in-one technology solutions such as ClickUp can make travel planning easier by creating templates, Lists, Docs, tasks and Calendars to keep track of essential business trip information.
Unexpected issues may come up during a trip, so it is important to remain adaptive in order to ensure the success of the business purpose of your trip.
Common travel itinerary pitfalls to avoid.
On the flip-side, it's also easy to start building your business travel itinerary on the wrong foot. Here are some common mistakes you should try to avoid making:
• Not researching transportation options in advance
• Not planning meetings and activities accurately
• Not accounting for business contacts’ availability
• Forgetting to add contact information to the itinerary
• Neglecting to leave enough time for any unexpected issues.
Additionally, many business travelers forget to factor in personal obligations and business goals when creating an itinerary, which can lead to a less effective business trip.
Other uses for the business travel itinerary template.
You can also use this itinerary template to plan your personal travel, following the same steps outlined above. That way, you can keep track of all or travel details without the need for a travel agent or other travel managers.
What's more, this itinerary template can be used for any business-related event that requires a lot of planning, such as conferences or networking events, business meetings, team-building activities, and more.
Creating a business travel itinerary calls careful planning and consideration to make sure your trip goes off without a hitch. You can use this itinerary template and the tips provided here to make business travel planning more efficient and effective.
By researching transportation options, arranging accommodations, scheduling meetings and social events, including contact information for each event or activity on the itinerary—and making use of the business travel itinerary template in ClickUp—business travelers will be well on their way to having a successful business trip.