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Making a Risk Management Plan for Your Business
It’s impossible to eliminate all business risk. Therefore, it’s essential for having a plan for its management. You’ll be developing one covering compliance, environmental, financial, operational and reputation risk management. These guidelines are for making a risk management plan for your business.
Developing Your Executive Summary
When you start the risk management plan with an executive summary, you’re breaking apart what it will be compromised of into easy to understand chunks. Even though this summary is the project’s high-level overview, the goal is describing the risk management plan’s approach and scope. In doing so, you’re informing all stakeholders regarding what to expect when they’re reviewing these plans so that they can set their expectations appropriately.
Who Are the Stakeholders and What Potential Problems Need Identifying?
During this phase of making the risk management plan, you’re going to need to have a team meeting. Every member of the team must be vocal regarding what they believe could be potential problems or risks. Stakeholders should also be involved in this meeting as well to help you collect ideas regarding what could become a potential risk. All who are participating should look at past projects, what went wrong, what is going wrong in current projects and what everyone hopes to achieve from what they learned from these experiences. During this session, you’ll be creating a sample risk management plan that begins to outline risk management standards and risk management strategies.
Evaluate the Potential Risks Identified
A myriad of internal and external sources can pose as risks including commercial, management and technical, for example. When you’re identifying what these potential risks are and have your list complete, the next step is organizing it according to importance and likelihood. Categorize each risk according to how it could impact your project. For example, does the risk threaten to throw off timelines or budgets? Using a risk breakdown structure is an effective way to help ensure all potential risks are effectively categorized and considered. Use of this risk management plan template keeps everything organized and paints a clear picture of everything you’re identifying.
Assign Ownership and Create Responses
It’s essential to ensure a team member is overseeing each potential risk. That way, they can jump into action should an issue occur. Those who are assigned a risk, as well as the project manager, should work as a team to develop responses before problems arise. That way, if there are issues, the person overseeing the risk can refer to the response that was predetermined.
Have a System for Monitoring
Having effective risk management companies plans includes having a system for monitoring. It’s not wise to develop a security risk management or compliance risk management plan, for example, without having a system for monitoring. What this means is there’s a system for monitoring in place to ensure risk doesn’t occur until the project is finished. In doing so, you’re ensuring no new risks will potentially surface. If one does, like during the IT risk management process, for example, your team will know how to react.
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Planning a business trip? Help employees and executives keep track of travel arrangements and appointments with Jotform’s Business Itinerary PDF Template. Important travel details will be instantly converted into a mobile-friendly PDF itinerary that can be easily accessed on any device — with or without internet — and printed out if needed.
This itinerary template contains flight, transportation, and lodging information along with scheduled activities. Using Jotform’s PDF Editor, you can rearrange the template layout, add form fields, include conference or meeting times, and even plan a little extra time for sightseeing. By transforming travel details into polished, professional PDFs, you can make every upcoming business trip a success.
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Itinerary Templates
The journey of a thousand miles begins with a single step — or one carefully thought-out itinerary. Whether you’re a travel agent, event coordinator, wedding planner, or someone organizing an annual family road trip, you can instantly create detailed schedules for any upcoming occasion with Jotform’s Itinerary PDF Templates.
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This sample itinerary template contains the duration of the trip, destination, time and activities for each day. The PDF template only shows 3 days but you can use the PDF Editor to duplicate these elements and add more days.
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Itineraries
Nail down the details and plan a perfect getaway with travel itinerary templates
Is travel in your future? Make sure to download a Microsoft itinerary template before you go. A template for itinerary is a great tool to keep track of your reservations, addresses, activities, and more. If you’re traveling for business, use a free itinerary template to organize your travel schedule and note flights and hotels. A business travel itinerary template can also include separate pages for meeting dates, times, and locations. When the travel is for pleasure, a vacation itinerary template puts all your travel plans at your fingertips. Family itinerary templates have space to list family member’s names and blood types, good information to have in case of an accident or emergency. You can also choose a trip planner in Excel with tabs for transportation, packing lists, and emergency contacts. No matter what the purpose of your travel, it’s a wise idea to download a travel itinerary template and personal data form to record your medical and financial information. Keep a copy and leave one with a friend or family member so that your information is safe and accessible. Explore the collection before your next trip.
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9+ Business Itinerary Template – DOC, PDF, Excel
Business itinerary refers to a schedule to be followed in a business. It could be an itinerary for or a business tour and so on. A strategically arranged itinerary offers proper precise information about the tasks to be completed within set hours.It motivates the employees to stick to a proper schedule and fulfill the mentioned duties accordingly within the set timeline. But if you do not know how to create a business itinerary. You can also see Trip Itinerary Templates. A business itinerary template is like a pre-made business itinerary form where you are just needed to input information in designated boxes. There is no need to create the entire itinerary framework from scratch. There are many online sites from where you can get a business Itinerary Template.
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How to create a business travel itinerary + free template for 2023
30 Dec 2022 2 MIN READ
Brought to you by TravelPerk , the #1 business travel platform.
If you need to manage business trips you’ll know that a travel itinerary is an absolute must .
You’ll need it as a travel manager to quickly and easily compile travel information for traveling employees. A complete and straightforward itinerary makes business trips that much easier.
A good business travel itinerary includes:
- Flight numbers
- Travel schedule
- Departure times
- Arrival times
- Travel agency information
- Airline and reservation information
- Other important travel details
- Car rental pricing and details
- Pick-up locations
- Hotel booking check-ins
- Hotel information
- Reservation details
- Check-out time
- Meeting schedule
- Trip planner
- Daily activities
- Event or conference information
- Plus any trip-specific extra info.!
This printable business trip itinerary is great to have when you’re not using a travel management platform—but a travel management platform takes your travel itinerary management to the next level.
A travel management company takes care of your travel itinerary by taking details from the booking you make and manage from within the platform. It enables travel managers to quickly create business travel itineraries for traveling employees–which can be printed off or accessed via the available app.
Alongside the benefits a TMC has when creating a travel itinerary, it’s also useful when things don’t go to plan. Travel management companies often offer around-the-clock support for employees —meaning they’re able to come to the rescue if there are unexpected issues. Plus, the software makes post-trip reporting a whole lot easier, too!
If you’re ready to start optimizing your business travel with a travel management platform, try TravelPerk today . Otherwise, take a look at our traditional business travel itinerary template for your team to use on business trips.
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Essential Business Travel Itinerary Templates for Successful Trips
Planning travel itineraries is one important aspect of an Executive Assistant’s work. Executives usually travel to meet key business partners, pursue game-changing deals, and attend high-profile conferences and meetings. The success of these mission-critical travel plans rests in the hands of smart, capable Executive Assistants (EAs).
To help EAs ace every trip, we’ve created business travel itinerary templates that steamline the travel planning process and establish a consistent standard itinerary that executives will love receiving again and again.
Many of these templates came straight from our Facebook groups for Executive Assistants ! See what nuggets of wisdom our community has to offer and jump into the conversation.
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Conference Travel Itinerary
To have the most successful conference experience possible, executives must follow a military-precise schedule. Conferences demand careful planning over spontaneity; if an attendee wants to network with certain people and attend certain sessions, then they have to follow a carefully engineered itinerary that heavily focuses on logistics.
Must-have details for a conference travel itinerary:
- The trip’s overall arrival and departure times and essential transportation details. When does the executive need to leave home to make it to the airport? Will she provide her own transportation or has that been pre-arranged? Consider all the little questions you subconsciously ask as you plan your own trips, and include the answers as itinerary details.
- Travel confirmation/reservation numbers, (These are good to have on hand to make trip details easy for customer service representatives at different transportation hubs to look up if there are questions or issues with the executive’s plans.
- Parking details, including restrictions, costs, and physical addresses for parking lots and garages, at all destinations. (A tricky parking situation could equal missed meetings or conference sessions.)
- Seat numbers. (It’s always helpful for a traveler to memorize these.)
- Addresses of the relevant transportation hubs, such as the airport, car rental office, and train station.
- Screenshots or printed copies of confirmation emails and tickets.
- Terminal details. (This is especially important for large airports or train stations where terminals or gates can be miles apart and require travelers to take shuttles to and from.)
- Printed maps (downloaded from online tools) to use as a backup for cell-phone GPS in areas without reliable internet.
- Check-in and check-out times and dates and also addresses for all the trip’s lodging.
- Lodging amenities. Is there an on-site gym, a spa, or maybe laundry facilities? Knowing these key details lets executives better plan trips. For example, a traveler might decide to wake up two hours early every day to hit the on-site gym before the conference starts.
- Transportation tips. Make it easy for the executive to navigate to and from the hotel. Make notes about restaurants or places of interest within walking distance to the executive’s home away from home. You could also flag hotels that offer shuttle services and hotels near reliable public transportation hubs.
- Screenshots or printed copies of relevant lodging confirmation emails.
- Meeting and conference session times and locations.
- Meal times and snack times. (No one wants to network while hangry on an empty stomach)
- Work windows. Highlight relatively open time frames when executives can plan to do follow-ups immediately after important meetings and conference sessions. Executives can also use these windows to check in on regular work and associates at the home office.
- What to wear. You might provide dressing tips based on the executive’s schedule for the day. For example, you might advise the executive to dress casually for a morning breakfast meeting, but tell them to pack a blazer to dress up the outfit if they won’t have time to change before an afternoon meeting.
- Break times and lengths. Highlight when the executive will have down time to do some work, go to the gym, or just grab coffee. Earn extra brownie points by incorporating elements, such as meditation or family phone calls, important to the executive’s daily routine.
- Recommended wake up and bed times.
- Weather forecast and packing suggestions.
- Places to eat. (Do your Yelp research to avoid leading your executive astray!)
- Travel pro tips. Outline crowded or touristy areas, high-traffic roads, and other factors influential to the travel experience.
- Contact information for people attending the executive’s scheduled meetings
Conference travel itinerary template
Media tour itinerary.
Unlike conference itineraries, media tour itineraries rely on flexibility and leeway. Plan an itinerary with plenty of breathing room in between media meetings to accommodate and even encourage the possibility that meetings will run over time. In the world of the media tour, a long-running meeting might simply mean an executive is building solid relationships with media professionals.
Must-have details for a media tour itinerary:
- Include the trip’s overall arrival and departure times and essential transportation details, plus arrival times, departure times, and addresses for each meeting of each day. During a media tour, an executive will bounce from location to location, so it’s essential to have all the travel logistics outlined.
- Last-minute transportation options. (Help executives avoid missed meetings by making sure they have backup options in case the planned transportation choice falls through.)
- Lodging amenities.
- Transportation tips.
- Screenshots or printed copies of confirmation emails.
- Meeting times and locations.
- Dockets on the media professionals and their publications. This will help executives prepare for successful meetings.
- Work windows. Highlight relatively open time frames when executives can plan to do follow ups immediately after important meetings.
- Places of interest/recommended stops around each meeting location. The busy media tour schedule doesn’t allow executives to do much exploring. Help them get a little taste of the city by calling out easy-access pit stops.
Media tour itinerary template
International travel itinerary.
The success of an international travel itinerary hinges on preparation designed to give travelers the tools they need to understand the basics of communicating and navigating through different countries.
Must-have details for an international travel itinerary:
- Include the trip’s overall arrival and departure times and essential transportation details. Plan for the executive to arrive early enough to the airport to avoid any travel snafus, and be sure to include arrival and departure details for any connecting flights.
- Included relevant details on the primary mode of transportation the executive will use to navigate the other country. For example, if an American businessman is taking a trip to London, he’d likely want to have all the London Underground basics down, including what kind of pass the system requires, how to plan routes, and how to understand schedules.
- Call out relevant international travel applications that could help the executive easily get around.
- Parking details.
- Seat numbers and international in-flight meal and drink details.
- Addresses of the relevant transportation hubs.
- Details for all terminals. (This is especially important for large international airports or train stations where terminals or gates can be miles apart.)
- Lodging amenities. Does the hotel have necessary appliance adaptors? Do they offer complimentary Wi-Fi?
- Transportation tips. Recommend the best ways to navigate the unfamiliar city to make executives feel as comfortable as possible during the trip.
- Meal times and snack times.
- Work windows.
- Pull out some frequently used words in the destination’s native language, especially if most people from the destination speak a language the executive doesn’t know.
- Include key points from travel guides. Offer some takeaways about local culture, especially cultural norms that impact business interactions. These norms might include things like standard greetings, tipping practices, meeting and eating etiquette, and communication styles.
- What to wear to avoid looking like an outsider.
- Recommended wake up and bedtimes to mitigate the effects of jet lag.
- Weather forecast and packing suggestions, especially if the destination will be in the middle of a season different from the season at home.
- Places to eat. (You might also include some popular dishes and food “vocabulary” words to help executives navigate menus.)
- Travel pro tips.
International travel itinerary template
Sales roadshow travel itinerary.
Don’t ever hit the road without a well-planned sales roadshow itinerary.
Must-have details for a sales roadshow itinerary:
- Include the trip’s overall arrival and departure times and essential transportation details for all roadshow stops.
- Include relevant details on the primary mode of transportation the executive or executive team will use to get from event to event. Is this an international roadshow, a cross-country roadshow, or simply an intrastate roadshow?
- Include check in and check out times, dates, and also addresses for all the trip’s lodging.
- Roadshow times and locations.
- Weather forecast and packing suggestions for each roadshow location.
- Places to eat along the road. (Do your Yelp research!)
- Places to stop along the road. A few quick stops at fun landmarks will help keep executives and salespeople refreshed and ready for the rest of the roadshow.
Sales roadshow itinerary template
Personal vacation travel itinerary.
Even relaxed personal vacations can benefit from structured itineraries.
Must-have details for a personal vacation itinerary:
- Include the trip’s overall arrival and departure times and essential transportation details.
- Screenshots or printed copies of confirmation emails and tickets
- Include check in and check out times, dates, and addresses for all the trip’s lodging.
- Lodging amenities. Does the hotel or rental house have a kitchen, home theater, swanky basement bar, pool, or ping-pong table? Travelers can better plan their trips when they know what they’ll have access to at their home away from home.
- Places to eat near the hotel or rental.
- Travel pro tips. Customize the tips you include according to who the executive is traveling with. Include romantic spots for couples trips, kid-friendly attractions for family trips, and more.
- Outline times and details for each day’s main entertainment/event.
- Leave plenty of time for relaxing meals.
- Plan extras. The executive will likely provide the day’s main events, but you can look up quick stops on the way to those events and the traveler can pick and choose some spontaneous stops.
Personal vacation itinerary template
Which itinerary would help you? Let us know in the comment section below!
P.S. Many of these templates came straight from our Facebook groups for Executive Assistants ! See what nuggets of wisdom our community has to offer and jump into the conversation.
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What a great idea.
This is a great resource, thank you!
Great concepts here. Great from those who do a lot of corporate traveling!
My husband travels often for his work here in Cardiff, and he asked me to find him tips on how to help with his executive travel. We love how you talked about having all the times and details on hand and making sure that you are easily able to skim and find crucial information. We will keep these tips in mind in addition to getting a professional who can help my husband as he travels.
Thanks Vivian! These tips should definitely help him while he travels.
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Corporate Travel Itinerary Templates For A Successful Trip
Planning every detail always leads to effective business travel management. Thorough planning can help companies ensure employees’ safety and give them a good trip experience. Hence, all organizations should lay out the details regarding their employees’ transportation and accommodation before every business trip by creating a corporate travel itinerary.
A corporate travel itinerary can help your employees be extra prepared for a business trip. It can help them keep all pertinent information at hand – they can note their travel dates, flight number, hotel name, etc., on the travel itinerary.
Here is an infographic showing the details that travel managers should include in a corporate travel itinerary.
If you would like to know more about creating a travel itinerary and get free, customizable copies of corporate travel itinerary templates suitable for different types of business trips, please read on.
What Should A Corporate Travel Itinerary Include
A well-built business travel itinerary should accomplish two goals. First, it should have all the details about a business trip. Seconds, it should also be simple to read and easy to follow. To create such an itinerary, you must include the following essential elements:
1. Details about the hotel/accommodation
Include the details of the check-in and check-out time along with the address of the hotel. You can also add some more details, like the amenities they can expect at the hotel to make their trip more enjoyable.
2. Transportation time and details
Include the overall trip’s transportation details, like the arrival and departure times and the terminals. When does the employee leave home for the airport/station? How will the employee travel from the airport to the hotel? Details of the car rental service, if any. Are there any layovers in between? You can also include the parking details for personal vehicles.
3. Day-to-day schedule details
Include any places your employees would be visiting for client meetings. How much time would they give for snack breaks and meals? You can also suggest if they would need to wear formal clothes, the weather forecast, travel packing suggestions, etc.
Apart from this, ensure your travel itinerary includes your company’s name and logo and your employee’s name, designation, & department.
Corporate Travel Itinerary Templates That You Can Start Using Right Away
You must create different business travel itineraries depending on the type of business trip. For instance, an international itinerary might require additional details like the time-zone difference, which might not be necessary for a domestic itinerary.
Hence, to accommodate all the necessary details, you can use pre-built business travel itinerary templates. Here are a few examples of conference travel itinerary templates, international travel itinerary templates, and media tour itinerary templates.
Conference travel itinerary template (Domestic travel)
DAY 1/DATE :
DAY 2/DATE :
DAY 3/DATE :
International travel itinerary template
DAY 1/DATE:
DAY 2/DATE:
Media tour itinerary template
Optimize your time with corporate travel itinerary templates.
A business travel itinerary template can help your employees stay more organized and manage their time effectively. On the other hand, you, as a travel manager , get an idea about the budget for the entire trip. It’s a win-win for both you and your employees.
However, as the corporate travel itinerary template has several details, always make sure you proofread it at least thrice before sending it to your employees.
We have created a customizable business travel itinerary template you can use to plan any trip in your company. To grab your free copy, click on the button below.
Manage Your Travel Better With ITILITE
While travel itineraries are very useful to keep track of your activities, it is a thing of the past. A SaaS-based travel management platform like ITILITE helps your employees manage and update the travel itineraries with ease.
With ITILITE , your employees can quickly take care of all their bookings, expense reporting, and much more, so they have time to invest in health, wellness, and productivity. To know more, book a demo with our product expert today!
Get the FREE demo of ITILITE to try these features yourself.
- Business Travel Management
- Business Travel Tips
- Corporate Travel
- Corporate Travel Management
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