Business Travel Checklist
Table of Contents
Before Your Business Travel
Ensure you have complied with your employers travel policy and administrative requirements.
Make sure your travel plans and contact details are known to your manager.
Ensure you have travel insurance.
Ensure your vaccines are up to date prior to departure.
Make sure your passport is valid at least six months past your expected return date.
Ensure any relevant visas have been obtained.
Choose a hotel that offers special services to business travelers.
Confirm all reservations.
Leave your contact information of the hotels where you are staying, with a family member.
Tie up any loose ends at the office before departing.
Let clients and colleagues know when you will be unavailable.
Stock your work bag or briefcase with all the business-related items you need for the trip.
Make note of your need to pack any electronic equipment, including PDAs or laptop.
Avoid checking any bags, if at all possible.
Your Business Travel
Use separate credit cards for business and personal purchases.
Keep all the receipts for business purchases.
Keep your business paperwork in one place in your hotel room.
Make notes directly after business meetings while still fresh in your mind.
When You Return
Notify your employer of any reportable incident that occurs while on overseas business.
Request support from your HR team or manager should you experience any difficulties as a result of your travel.
Go through mail, voice messages, and e-mail as soon as you can.
Put your list in order of priority with most urgent items at the top.
Tackle each item on the list.
Download or Print this Business Travel Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
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Who it's for
This Business Travel Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Travel steps every time, regardless of who executes
- Save time - reuse a proven Business Travel workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Travel checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Travel Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Travel comes up again, start from your saved version and run it with clear ownership.