travel arrangements checklist

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The Complete Travel Packing Checklist for 2024 & the Best Packing Tips [Printable]

Erin Miller

Content Contributor

188 Published Articles

Countries Visited: 26 U.S. States Visited: 28

Keri Stooksbury

Editor-in-Chief

34 Published Articles 3169 Edited Articles

Countries Visited: 47 U.S. States Visited: 28

Before you even take your suitcase out of the closet

When you’ve done your prep and you’re almost ready to pack, apps for packing assistance, apps for itinerary management, before leaving the house.

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When it comes down to it, packing for a trip (domestic or international) can be stressful. Do you wait until the last minute? Put off researching what you’ll need for certain activities or weather at your destination? Get distracted easily, or have young kiddos that need attention? It happens to the best of us!

On one hand, if you under-pack you might not be prepared. But if you over-pack, you run the risk of incurring hefty baggage fees or missing out on space to bring home that lovely souvenir. If you forget an essential travel document, you could even miss your trip altogether! We get stressed just thinking about it!

That’s why Upgraded Points is bringing you a guide full of packing tips and tricks, a printable travel checklist, a list of apps to help you out, and reminders for to-do’s around the house before you leave.

We’re here to assuage your anxieties and make sure you’ve got what you need, you’ve cut what you don’t, and there’s no wallet/phone/swimsuit/teddy bear left behind!

Table of Contents

Hot Tip: Don’t forget to also check out our “Carry-On Travel Essentials” guide where we’ve compiled a “His” and “Hers” list of some great products that we simply can’t do without when we travel!

📋  Click To View Our Printable Travel Packing List >>  📋

General Packing Tips & Tricks

Check the weather at your destination.

This seems intuitive, but you’d be surprised how many people are stuck traveling in rainy season without a raincoat.

Note how many days/nights you will be away.

This will help you decide the number of necessary outfits. Obviously, how often you prefer to wear the same clothes plays a part in this as well.

Note any special activities/events you may partake in.

Traveling for a birthday? You don’t want to forget that heartfelt gift you bought weeks in advance. Going to a wedding? It’d be a shame if you showed up without your suit. Hiking in Hawaii? Your water-shoes won’t get much use if you leave them behind.

Make a packing list early and review it at least twice. (Yes, twice.)

You can easily find printable vacation packing lists online (like ours above), or you can write out your own. There are also a number of apps you can utilize if you prefer something more tech-based. Read about several of these below!

Timing is key here. If you jot things down or review your printed list in advance, it gives you the opportunity to take a second look with a fresh mind. All too often you’ll remember something you didn’t yesterday when your brain was thinking about pizza instead of packing.

If you’re printing a list that’s not trip specific, review it first and immediately cross off items you won’t need. Why bring a winter coat to the beach?

Take items you can grab at your destination off the list.

If you’re planning to travel with only a carry-on, this tip is especially important as it will save space (at least for your outgoing journey!).

Most times when traveling, your hotel will provide shampoo, conditioner, body wash, toothpaste, etc.; why waste space packing them? If you’re a little picky about your toiletries or you’re not staying at a hotel, you’ll probably still encounter a drugstore where you can buy anything you might need.

Purchase travel-sized containers or toiletries if you plan on bringing your own.

Remember regulations for the amount of liquids you can bring in a carry-on for a flight. You’ll want travel-sized containers if you plan on carrying liquids this way.

Even if you’re flying with a checked bag and are allowed more liquids, do you really need that 16oz bottle of shampoo for a weeklong trip? Cutting it will save you room for other essential items.

Choose the right luggage.

Yes, different airlines have different restrictions on sizes for carry-ons and checked bags but stick to some general guidelines and you should be safe.

For carry-ons, you’re generally accepted at/under max linear dimensions of 155cm/45in. For checked bags, you’re generally safe under 158cm/62in max linear dimensions. However, be sure to check the airline you’re flying with prior to packing, as some can be stingy!

You also want to seriously consider the type of bag you enjoy traveling with – shoulder bag , backpack , roller bag, hard shell , soft shell, etc. There are definitely loads of options so just remember, your bag shouldn’t stress you out, it should make traveling easier.

Hot Tip:  We’ve done tons of research on this topic so don’t miss our articles on the best carry-on bags and the best checked luggage bags for any type of traveler. 

Essentials first.

Gather your most important items first. This includes all travel documents such as your passport, ID/driver’s license, boarding passes, hotel reservations, etc. This also includes anything you’ll seriously regret forgetting and can’t purchase while traveling: wallet , credit cards , camera , cell phone, etc.

This being said, there are a number of apps that can assist with itinerary management and decrease the number of printed documents you’ll need to carry. See our list of helpful packing apps at the end of this post.

Choose an appropriately sized suitcase.

If you only have 1 suitcase, then you’re set. If you’ve got more options, attempt to use the smaller one – most people tend to overpack when their suitcase is too large for their trip. You don’t really need an extra sweater, 2 more t-shirts, and another pair of boots just because they fit! Plus, your baggage will be a lot easier to handle if it’s smaller and lighter, which will cut your stress level significantly.

Lay everything out.

Laying all of your items out allows you to plan outfits and account for your days/nights away. When everything’s laid out, you can clearly see how much you’re bringing and spot missing items easier. This also includes shoes, accessories, toiletries, etc.

Dividing items into sections based on where they’ll be packed is also helpful.

Lastly, don’t forget to lay out your plane/travel day outfit and consider it with your other pieces.

Pick simple mix-and-match pieces to prevent overpacking.

In general, choose simple tops and bottoms that can be mixed and matched to make multiple outfits. Did you know that just 3 bottoms (pants, shorts, skirt, etc.), 4 tops (tee, tank, etc.), and 2 outer layers (sweater, coat, or cardigan) can make up to 24 different outfits??

Depending on the reason for your trip, you might need to pack a special item that can only be worn once (suit, bridesmaid dress, etc.), but try to keep these to a minimum! This step is key if you’re pressed for space.

PUT STUFF BACK!

Once you’ve laid out all your items, really consider the number of days you’ll be on your trip. Chances are you could stand to put a few things back in the closet in order to pack more efficiently. Remember, no one wants to pay a fee for overweight baggage or lug around extra clothes for no reason!

Pack it up.

You never thought we’d actually get to this step, did you? There are a number of recommended packing tips when it comes to getting everything neatly in the suitcase. This can be overwhelming, but if you pick up the right habits packing will seem much less stressful.

Check, double-check, and triple-check your essentials.

Put a checkmark next to each item you’ve packed and DON’T TAKE IT OUT OF YOUR BAG. If you’re not ready to pack an item, do NOT check the box! That’s exactly how you leave your phone at home on the charger next to your bed. “But the box was checked!!!” you’ll say…

(Note: this rule actually goes for everything, not just essentials.)

If you’re notorious for leaving essentials at home, print an extra travel checklist just for those items and tape it to your front door the night before you leave. Make a promise that you can’t walk out without reviewing the list one final time.

Fold, Interfold, Bundle, or Roll?

By now you’ve probably heard that old-fashioned folding isn’t the best method to use when it comes to packing, especially in tight cases. If you have the room to spare, virtually any of these methods will do.

Interfolding involves layering clothes on top of each other in a top-to-bottom, bottom-to-top format, then interweaving them as you fold them together. If you fold the items in accordance with the size of your suitcase, you’re left with a neat little bundle that will fit right in. Additionally, this style of folding will leave your clothing virtually wrinkle-free.

Bundle packing is very similar to interfolding, but you are tightly folding or wrapping your clothing items around a soft core (like a dopp kit , stack of underwear, cloth zippered jewelry bag , etc.). Bundle packing is also said to reduce wrinkles and save space.

Many people also recommend rolling when packing your clothes – at least for softer items and jeans. Again, this method tends to save room and reduce creasing in the process.

If none of the above methods are doing the trick and you don’t have the option of a hanging garment bag , it may be beneficial to learn the proper way to fold nicer items (like a dress shirt or suit coat ) for the best results.

Pack liquids in secure bags.

Toiletries that can leak will leak. These should be placed in a plastic zippered bag or another secure bag of your choosing. Some travelers even encourage cutting small squares of plastic wrap to cover the opening between bottles and their lids in attempts to prevent further seepage.

Utilize shoe space when you can.

Rolled-up socks, belts, gloves, stocking caps, and other small items can easily fit into shoes (as long as they’re relatively clean and not smelly!). This also helps the shoe hold its shape throughout your travels. Rolled-up belts can also be used to keep a shirt collar stiff if needed.

Prevent dirty shoes from soiling clothes.

Pack them in a separate space or utilize plastic bags/shower caps to cover the bottoms and prevent dirtying the rest of your clothing. Have a delicate pair of dress shoes or heels? Pack them in their own bags if possible, or clean the bottoms and wrap with a durable garment.

Toss a dryer sheet into your suitcase to keep things smelling fresh.

While you’re at it, grab a stain pen or stain wipes for your carry-on. If you happen to spill on one of the only tops you’ve brought and don’t have laundry facilities, you’re cutting your number of outfits drastically. If you know you’ll have laundry facilities or need to wash your clothes by hand, you can purchase individual detergent packets.

Pack a change of clothes in your carry-on.

By packing a change of clothes and undergarments in your carry-on , you’re covered for at least a day if your baggage gets delayed or lost. Some travelers may want to pack an extra pair of shoes just in case.

Similarly, if you’re heading to a beach locale, pack a swimsuit and sandals . If you have to wait to check into your hotel, you can head to the pool while the concierge keeps your luggage.

Keep expensive/irreplaceable items on your person.

As a general rule of thumb, you should leave irreplaceable items at home. This includes objects such as expensive jewelry and heirlooms. If you must travel with them, these items should be kept with you at all times. Do not trust them to be safe when placed in checked baggage; if your suitcase is lost, delayed, or stolen, you’re out of luck.

Similarly, if you must travel with official documents such as birth certificates or social security cards, check to see if a certified copy will suffice. Or maybe take a photo on your phone for less hassle. Otherwise, the same rule applies to these irreplaceable documents.

Follow the TSA 3-1-1 rule for liquids in carry-on baggage.

3 – Travelers may carry liquids, aerosols, gels, creams, and pastes in containers of 3.4oz (100ml) or smaller.

1 – These items must fit into 1 clear plastic quart-sized bag.

1 – Only 1 bag per passenger is allowed.

Remove this bag from your carry-on and place it separately in the screening bin. This is meant to slightly expedite passing through security .

The following apps can be ultra helpful for those who prefer a mobile device to the standard pen and paper methods.

Evernote: While Evernote isn’t technically travel-oriented, it’s all about lists and can be a big help for packing. With Evernote, you can sync your packing list across all your devices, making it easy to keep track of things no matter where you are…even out at the store buying items from your list!

Evernote also enables sharing notes with others, which is especially helpful for group trips. Need reminders? No problem, you can set alerts in Evernote to keep you on top of your game.

Packing Pro: This app is everything you ever wanted if you’re a list maker, and everything you didn’t know you needed if you’re a forgetful person. Packing Pro helps travelers get organized via packing lists. From templates and suggestions to customizable designs, Packing Pro has options for every type of traveler. Users are allowed an unlimited number of packing lists of an unlimited length, and you can even add images, alerts, and mark “need to buy” items.

It also has iCloud support and the ability to share your lists via email, AirDrop, Dropbox, etc. You can also export and edit your lists with Excel, Numbers, or Google Docs. If you’re the type that physically needs to cross things off, you can send directly to a printer too.

The Expert List-Making Assistant is a cool feature if you’re low-maintenance: it will take your parameters (number of people, destination, weather, etc.) and automatically create lists for you.

PackPoint: PackPoint’s purpose is to take the guesswork out of packing. The app pretty much tells you what to pack based on how long you’re traveling, where you’re going, the weather when you get there, and any activities you have planned (chosen from a pre-defined list in the app). With PackPoint Premium, users can connect to TripIt, share their lists across devices, and add customizable packing items/activities.

Travel List: Travel List seems to have fewer bells and whistles. You can do many of the same things as with Packing Pro and PackPoint: create customizable packing lists, sync across your devices, share with other people, and create alerts/reminders. One nice component is their calendar view, which gives a different type of visualization that some people really prefer. And this one is compatible with Apple Watch, which can be a huge organizational perk.

Lists To Do: This app keeps things simple for general to-do lists and is super easy to use. See your list’s percentage progress for a clear visual on how much you have left to do/pack before jetting off and set yourself reminders and share lists with your travel companions.

The following apps are helpful for keeping all your travel information in one place. From flight itineraries to hotel confirmation, event tickets to dinner reservations, they’ve got you covered. Plus, this means fewer printed travel documents you need to worry about carrying with you.

Google Trips: In a nutshell, Google Trips seamlessly integrates reservations (flights, hotels, rental cars, etc.) from your Gmail and creates a specific “trip” in the app. These trips are like folders of information including some basic categories like Reservations, Things to Do, Saved Places, Day Plans, Food & Drink, Getting Around, and Need to Know.

It also provides opportunities for travel inspiration, traveler reviews, dining/drink options, and encyclopedic information on several hundred top cities and attractions around the globe.

Also good to note: when you download your trip, everything is available offline in case you’re stuck without WiFi or data.

Kayak Trips: Part of Kayak’s main app includes a platform called Trips, which acts as an itinerary management app to keep all your pertinent travel information together. With Trips, you can forward your booking confirmations to [email protected] , where your itinerary is managed for you in a nice timeline format with maps and important info all on one screen.

Kayak Trips gives you the ability to send other people access to your travel plans through sharing options, link to your calendar app for planning consistency, and receive SMS and email flight alerts.

TripIt: TripIt is one of the most popular travel organization apps on the market. The app automatically imports flight, hotel, rental car, and other booking confirmations ( concert tickets from StubHub, dinner reservations from OpenTable, etc.) from your e-mail. If you don’t appreciate the e-mail scan, you can always forward your emails to [email protected] or manually input all the information into the system.

TripIt then creates an itinerary in an easy-to-read format, including space for directions between airports, rental car pickup, and hotel details. TripIt also allows for calendar syncing and makes it easy to send your travel info to family/friends by sharing via text, Evernote, LinkedIn, Slack, or WhatsApp.

With TripIt Pro, users get real-time flight alerts, help to find alternative flights, an airline seat tracker for better seats, reward program points tracking, and interactive airport maps.

In this section, we list some steps you might forget to take when you’re in a hurry to leave for vacation.

Remember to:

• Download your travel resources (guidebooks, language apps, etc.)
• Notify credit card companies of upcoming travel if required (international trips)
• Set an email auto-responder if necessary
• Take out the garbage
• Check the washing machine for wet clothes
• Check the dishwasher for dirty dishes
• Turn off all lights and electronics
• Set lighting timers
• Water the plants
• Drip taps (in cold climates where pipes could freeze)
• Close/lock all doors and windows; pull all curtains
• Set alarm system

For longer trips, don’t forget to:

• Empty the refrigerator/pantry of perishable food
• Unplug electronics
• Put a hold on your mail
• Consider having a friend check on your house from time to time

The Upgraded Points team is always jetting off somewhere and even we  still have trouble packing sometimes!

Additionally, if you’re interested in “the best of the best” travel products to up your packing game, check out these posts:

• All Our Best Travel Product Reviews – In One Place
• The Best Checked Luggage Bags For Any Traveler
• The Best Carry-on Luggage Bags for Any Traveler
• The Best Travel Duffel Bags on the Market

Lastly, if you’re looking for the top travel-related gifts, we’ve got you covered with our Best Gifts for Travelers .

Frequently Asked Questions

Is it better to fold or roll clothes in a suitcase.

Whether it’s better to fold or roll clothes for your suitcase may depend on a number of things. If you’ve no concern about saving space, folding could be just fine. However, if you’re trying to fit a lot of clothes into a small bag, there’s no shortage of youtube videos out there which prove rolling clothes can help with this task.

Additionally, interfolding and bundling are other techniques that could be helpful space savers. However, to save the most space, vacuum bags will be your best bet – just keep in mind your weight limit when packing a lot of things into one case!

Do packing cubes really save space?

Packing cubes don’t necessarily save space but they definitely help you stay organized when packing.

They can also help by keeping items separated — who wants smelly gym clothes next to their fancy dinner outfits?

How do I maximize space in my luggage?

To maximize space when packing, try using these methods for your contents: roll, bundle, or interfold (explanations above). Each has its own special technique but all can help you save space and fit more into your luggage of choice.

Another quick space-saving tip? Utilize typically unused space. For example, pack socks or belts inside your shoes.

How to I pack clothes without wrinkling them?

Here are a few quick tips to decrease wrinkling when packing your clothes into a suitcase: iron first, use a roll or interfold method, pack wrinkle-prone items in garment bags or utilize tissue paper between folds and layers, and/or choose fabrics that are less likely to wrinkle in the first place (wool, Tencel, knit, cashmere, polyester, nylon, spandex).

How should I pack toiletries in my suitcase?

When packing toiletries, you’ll want to be sure they’re kept separate from your clothes in a special bag or case. It doesn’t have to be anything fancy — a Ziplock baggie will do — but this will prevent the leaking of liquid onto your clothing items.

Additionally, you can place a small piece of cling-wrap between the bottles and lids of your liquids to prevent leakage.

If you’re bringing them in your carry-on, you’ll want to be sure you’re adhering to the 3-1-1 rule (use 3 oz containers max, in 1 quart-sized bag, with one bag per traveler) in order to pass easily through security.

Should I pack valuable items in my suitcase?

Always keep valuable items on your person while traveling. This includes identification cards, passports, visas, money, credit cards, jewelry, important medications, etc.

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About Erin Miller

An experienced points hacker, Erin is Alex’s partner-in-crime and contributes to Upgraded Points with in-depth guides and relationship management. Erin’s work has been cited in multiple major publications.

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Travelling can be a wonderful and rewarding experience, but it can also be stressful and overwhelming if you are unprepared. Whether travelling for business or pleasure, there are many things to do before, during, and after your vacation to ensure a smooth and enjoyable trip. The ultimate travel checklist covers everything you need to know and do for your next vacation.

Before Your Vacation

• Plan your itinerary. Research your destination , book your flights, hotels, and activities, and create a realistic and flexible schedule for your trip. You can use apps to help you organize and access your travel plans offline.
• Check your passport, visa, and other travel documents. Ensure your passport is valid for at least six months after your return date, and apply for a visa if you need one. You can use apps to help you renew your passport, take passport photos, or expedite your passport application. You should also make copies of your passport, visa, ID, and other essential documents and store them safely or online.
• Get travel insurance. Travel insurance l can protect you from unexpected costs and risks, such as medical emergencies, trip cancellations, lost luggage, or theft. You can compare and buy travel insurance online from various sites.
• Get vaccinated and pack your medications. Check your destination’s health and safety information, and get vaccinated or take preventive measures if needed. You can use sites that provide your destination’s recommended vaccinations and health advice. You should also pack your prescription and over-the-counter medications accessible from any Publix weekly flyer , and bring a doctor’s note or a copy of your prescription if you are travelling with controlled substances or injectable medications.
• Pack bright and light. Pack only the essentials, and use a packing list to avoid forgetting anything. You can use apps to help you create and customize your packing list based on your destination, weather, and activities. It would help if you also packed your carry-on with the items you need during the flight and the items you can’t afford to lose, such as your passport, wallet, phone, laptop, camera, medications, and valuables.
• Prepare your home and pets. Before you leave, you should ensure your home and pets are cared for. You can ask a friend, family member, or neighbour to check on your home and pets or hire a professional service. You should also lock your doors and windows, unplug your appliances, turn off your water and gas, set your thermostat, and stop mail and newspaper delivery.
• Check-in online and confirm your reservations. To save time and hassle at the airport, check-in online and print or download your boarding pass. You can use apps to help you check in, track your flight, and get real-time updates. You should also confirm your hotel and activity reservations and print or download your confirmation emails or vouchers.

During Your Vacation

• Stay safe and healthy. While travelling, you should take precautions to protect yourself and your belongings. You should follow the local laws and customs, avoid risky areas and activities, and keep your valuables safely or on your own. You should drink plenty of water, eat well, sleep well, and avoid sunburn and insect bites. You can use apps that provide safety alerts, emergency numbers, and tips for your destination.
• Stay connected and informed. While travelling, stay in touch with your family and friends and update them on your whereabouts and plans. You should also stay informed of the local news and events and be aware of any changes or disruptions that may affect your trip. You can use free apps to help you communicate with your contacts. You can also use apps to help you navigate and communicate in a foreign language.
• Enjoy and document your trip. While travelling, you should have fun and make the most of your time. It would help if you explored new places, tried new things, met new people, and learned new cultures. You should also document your trip with photos, videos, journals, or souvenirs. You can use apps that can help you capture and edit your memories and share them with your loved ones.

After Your Vacation

• Unpack and organize your belongings. When you return from vacation, you should immediately unpack and organize your belongings. You should sort out your dirty clothes, souvenirs, documents, and other items and put them away in their proper places. You should also check your luggage for damaged or missing items and report them to the airline or the insurance company if needed.
• Review and rate your experience. After your vacation, you should review and rate your experience with the flights, hotels, and activities you booked. You can use sites that can help you write and post your reviews and give feedback to the providers. You can also use sites that can help you earn rewards or discounts for your reviews.
• Share your stories and tips. After your vacation, you should share your stories and tips with your family, friends, and travellers. You can use social media, blogs, podcasts, or videos to share your stories and tips and inspire others to travel. You can also use sites to help you connect and network with other travellers and exchange ideas and recommendations.

Plan your next trip

After your vacation, you should plan your next trip. You can use sites that can help you find and book your next destination and get the best deals and offers. You can also use sites to help you discover new places and get inspired by other travellers’ stories and tips. You can also use your travel checklist to prepare for your next trip and make it even better than the last one.

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One response to “The Ultimate Travel Checklist: What to Do Before, During, and After Your Vacation”

Salutations, Kevin Erickson! Your recent thoughts resonate deeply as someone, like you, navigating the subtle seas of parenthood. Have you considered the ultimate balancing act, pitying volition against hard-budded respect’s necessity – “free-spirit against structure”? A healthy ponder haven’t you? It got reigniting memories of teaching my twins the valuable lesson of manners- kid yielded! It was truly vibrant sharing. Yet, could over-adherence commoditize childhood innocence? Metaphorically grounding butterflies? Would love to engulf more into this conundrum! Cheers till then!

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The Ultimate Travel Checklist | 37 Things to Do Before Your Next Trip

Say goodbye to stressful planning. With this travel checklist in hand, you’ll always be ready for your next adventure.

It's easy to get swept up by the hype when you're planning out a trip. Whether it's international or local travel, daydreams of relaxing on a beach or skiing down snowy slopes can easily occupy your mind. Of course, you won't forget the basics like booking your flight and getting your travel visas in order. Meanwhile, packing lists, house chores, reservations, and transport arrangements take a back seat, right behind the more exciting stuff. As with everything important, though, it's not until you need something that you realize it's not there. Luckily, we've got just what the travel doctor prescribed: 37 things to do before your next trip.

Each item on this list will ensure that everything is in order, from your packing checklist to your house plants. If you’re looking for a quick step-by-step guide, feel free to follow the bulleted travel checklist below. For a more detailed walkthrough, follow along with the video at the end of the list and read on.

A Month Before

• Create a travel packing list
• Book your accommodation
• Apply for an International Driver’s Permit (if you plan on driving in another country)
• Check for vaccination requirements
• Get an advanced supply of prescription medication
• Get travel insurance

A Week Before

• Check the weather and change your packing list accordingly
• Pack your bags
• Notify your bank that you’ll be traveling
• Get your finances in order
• Make arrangements for someone to take care of your household
• Confirm your reservations

2-3 Days Before

• Organize your travel documents
• Arranging transportation to and from the airport
• Share your itinerary, accommodation address, and contact info
• Charge your batteries
• Double-check your bag
• Start adjusting to timezone differences
• Clean your house

A Day Before

• Take out the trash and any perishables
• Pack your travel snacks
• Double-check your personal item bag
• Unplug the electronics you’ve been charging
• Put your bags near the door
• Check in to your flight
• Download your digital boarding pass
• Set an away message for your email
• Lay out your outfit for the next day
• Eat before you go
• Take out any remaining trash and leftovers
• Pack up your toiletries
• Make sure the plants have been watered and the pets have enough food
• Unplug appliances around the house
• Grab your phone
• Triple-check you have all your essential travel documents
• Adjust the thermostat
• Grab your bags and go!

A month before the big trip, it's important to decide what gear you'll need, i.e., (1) create a packing list . It essentially acts as a travel checklist, but only for what goes in your bag. Packing checklists depend on a lot of things, such as your destination's climate, duration of stay, personal and work-related needs, and local customs and culture. That last one is a bit nuanced, but a good example would be how temples and other religious sites enforce dress codes that require the head and shoulders to be covered.

At the core of any packing checklist for a vacation (or otherwise) are your absolute necessities, like clothing, toiletries, travel documents, and medication. It’s these items that must go first before you can move on to less essential gear like electronics, cosmetics, and other accessories. If you aren’t sure where to start, you can check out ours—such as our Digital Nomad and Budget packing lists—which are good templates that you can modify as needed.

Once you’ve got a working manifest of everything you need, it’s time to (2) book your accommodation . If your trip coincides with a holiday season or travel-heavy seasons in general, hotel and Airbnb prices usually go up during those times. Additionally, finding a place to stay tends to get more difficult as more and more people book. In other words, it’s better to lock one in as soon as possible.

If you’re traveling internationally and plan on driving a motor vehicle, like a car or motorcycle, you’ll have to (3) apply for an International Driver’s Permit . Procedures and requirements may vary from country to country. The processing time can be a few weeks, so it’s best to get the application process rolling early.

While you’re on the web looking up those permits, (4) check the vaccination requirements for the country you’re visiting. If you’re unsure which vaccines are required and which are recommended, the CDC’s (Centers for Disease Control and Prevention) website has an extensive travel checklist and is an excellent resource to get you sorted.

On the subject of health, make sure to top up and (5) get an advanced supply of your prescription medication from your doctor. You never know if you’ll have to extend your stay, and your specific medication may not be available at your destination. Furthermore, it’s important to check the laws and regulations on bringing medicine and drugs into the country beforehand to avoid legal troubles or confiscation.

After you have your vaccination and prescription medicine prepped, one additional layer of readiness you’ll want is (6) travel insurance . Travel insurance coverage varies depending on your provider, but typical coverage includes emergency medical treatment, personal liabilities, and loss of personal items like travel documents and baggage. Again, you never know what could happen while you’re traveling, so it’s best to be prepared in case of an emergency.

A week before your trip is a good time to (7) check the weather and change your packing list accordingly . Weather is one of the most finicky aspects of a travel checklist, as a particular day can go from sunny to rainy in a snap. That said, forecasts are still a safe bet for adapting your packing checklist. After all, what good are flip-flops and shorts when it's going to rain the entire trip? You can still wear them, but you'll be sad, wet, and look totally unprepared.

Now we really get into the thick of things: (8) packing your bags . We've already gone over how you should create your packing checklist, but there's also the question of how it all comes together. Start the process by laying out everything you think you need, then try cutting the quantity down in half. It's never too late to unburden yourself of excess weight, and who knows—maybe the extra space can afford you to bring something you initially had to cut.

Some items need to be packed last because you’ll be using them right up until you leave the house—we’re talking about toiletries, chargers, and house keys—so make sure to save some space in your bag for them. (Psst—that's where this travel checklist comes in handy.)

Once everything’s packed, keep track of your bag’s (or bags’) total weight. If you’re traveling with just a carry-on, airlines have different weight and size limits, so be sure you’re well within them. You can check your bag’s weight by weighing yourself on a bathroom scale with and without the bag then subtracting the difference. If you need a guide for packing a carry-on , we’ve got you covered.

Other than friends and family, you’ll also want to (9) notify your bank that you’ll be traveling . No, you won’t need to shed a few tears of sadness for them like you would for your pet. You’ll be doing this so that they won’t flag your purchases outside your typical area as fraudulent. Tell them the exact dates you’re traveling and where you’ll be. There are few things more embarrassing than having your credit card declined when you’re trying to pay for a fancy dinner; worse if you’re treating someone else.

On that note, check up on any upcoming bills that may come your way while you're gone. In other words, (10) get your finances in order . Don't worry—this won't be as complicated as doing a complete audit; you're simply making sure you're not coming home to find the electricity and internet disconnected.

This one's for the pet lovers and plant havers: (11) make arrangements for someone to take care of your household . Oh, how we wish we could just take our dog and/or three-foot fern with us to the Bahamas. But alas, it's not the most practical idea. The next best thing? Ask a neighbor, friend, or family member to feed and water them from time to time while you're away. Just make sure to bring them back something nice (for the caretaker and the pet/plant).

Someone else who might miss you while you're away is the mail carrier. To keep mail from piling up unnecessarily, you may want to contact your local post office to put your mail on hold if you're going on an extended trip.

While you're still a week away from your trip, (12) confirm your reservations . This not only goes for your accommodations but also for restaurant reservations and any specific events you plan on attending. Last-minute changes to events aren't unheard of, so it's worth re-checking.

Okay, by this point, your hype levels are probably fast approaching critical mass. Hold your horses and passports, though, because there are still a few things to do during these last few days.

Still holding your passports? Okay, good, because it’s time to (13) organize your travel documents . Without these, there is no trip, except to the terminal or station. The documents you’ll want to keep track of are your passport, itinerary, insurance, visas, and tickets. If your everyday wallet can fit all those, then great. If not, passport wallets do exist, and some bags come with dedicated security pockets that can take them in.

The trip from where you're staying and to the terminal probably isn't the one you're particularly excited for, but it's worth prepping for anyway. (14) Arranging transportation to and from the airport is just as important in our eyes, unless you fancy a long walk. To avoid expensive parking fees or taxi fares, you can ask a friend or family member to give you a ride. There's a chance they won't be available on that day, though, so having someone extra as a backup is a good idea. If you’re taking an Uber or Lyft, schedule a pickup in advance so you won't have to wait long on the day itself. The same goes for when you're riding from the airport to wherever you're staying; book it now, so you aren't left waiting needlessly for a ride.

At this point, you’ve already told friends and family about your big trip, but now it’s time to (15) share your itinerary, accommodation address, and contact info . You won’t be doing this to brag, but to make sure they know where you are and how to reach you in case of an emergency.

If there’s something that needs constant attention throughout this travel checklist, it’s the (16) charge levels of your batteries . Even when they're just idling, laptops, smartphones, and handheld consoles like the Nintendo Switch are slowly but surely sipping power. Topping them up just before you leave ensures they're ready when you actually need them.

Okay, now it’s time to (17) double-check your bag . It's not like anything's escaped between now and the time you've packed it a few days back—this is just to make sure you haven't forgotten anything. Plus, it gives you the chance to make a few tweaks to what you've packed and to squeeze in some last few items if you want to.

After you’ve double-checked—and maybe even triple-checked—your bag, you’re probably feeling a bit tired. Too early to go to bed? It may not be the worst idea to (18) adjust now and prevent jet lag . If you’re traveling to a different time zone, you can prepare yourself for the switch by changing your habits. This includes eating dinner an hour earlier or later (depending on the time difference), and the same goes for your sleep schedule.

This may be the least popular tip on the list, but it's worth doing anyway: (19) clean your house . Think your house is dirty as it is? Imagine it days or weeks later when no one's been home to keep things tidy. Trust us, piled-up laundry (worse: piled-up dirty dishes) only becomes more of a chore after you've come back from your trip, exhausted from all the traveling you just did. Do them now.

You've already cleaned the house, expelling all the dirt off of plates, clothes, and any reachable surfaces. But this is the day before the main event, and there's one more thing (or set of things) to throw out. Have you guessed it? Yep, time to (20) take out the trash and any perishables you have lying in the kitchen and pantry. We support eating as much as you want of the perishables since wasting food is just, well, wasteful.

While you’re in the kitchen, you can go ahead and (21) pack your travel snacks . Airport snacks tend to get pricey, and you won’t believe how much you can save just by bringing your own. Just be mindful to pack foods that are easy to eat, not messy, and don't smell. It’s also worth checking out which foods are considered liquids and need to follow TSA’s 3-1-1 rule (we’re looking at you, goat cheese).

Now, (22) double-check your personal item bag , a.k.a your carry-on. This is to ensure your travel essentials are all there, especially your travel documents and money. After you’ve done that, (23) unplug the electronics you’ve been charging , like your laptop, game console, and power bank. By this point, almost everything is packed up, so (24) put the bags near the door where you can grab them and go.

There are just a few more things to sort out before you hit the hay! Before you go to sleep, (25) check in to your flight to save time at the airport. Most airlines have an app that allows you to check into your flight 24 hours ahead of time. Checking in this early lets you pick a good seat, so do that if you haven't already. If you've been issued a (26) digital boarding pass , take this chance to download it to your phone now to save you the hassle later.

Before you put down your phone for the night, make sure to (27) set an away message for your email . That is, unless you’re traveling for work or working remotely . If this is your vacation, turn off all work-related notifications so you can make the most out of your well-earned rest.

Once you’ve put down the phone, (28) lay out your outfit for the next day . Having your clothes laid out and ready will help speed things up as you’re rushing out the door. We don’t know about you, but we move faster just before we sleep than after we’ve just woken up.

At last, we've finally arrived at the day you've been waiting for. It's the main event: the day you actually leave for your trip. Hopefully, you weren't kept up all night by the excitement for your adventure, though we really can't blame you if you were. At the very least, you can go ahead and (29) eat breakfast or lunch to help stave off any hunger that could lead to unnecessary snack purchases at the airport. After you're done eating, (30) take out any remaining trash and leftovers you still have lying around.

Remember when we said some items need to be packed last? Well, it's time to get those aboard as well. After you've freshened yourself up, (31) pack up your toiletries and place them where you can easily get to them when you get to security. Putting them underneath anything else will hold up the line as you search through your bag to get to them, as TSA officers need to check those fluids to make sure they meet regulations. Bring out your packing checklist and ensure all remaining items are in your bag.

And don't forget about your housemates! Namely, your house plants and pets. (32) Make sure the plants have been watered and the pets have enough food to last until your designated caretaker gets to them.

The next tip will help you save money on electricity. (33) Unplug appliances that won’t be in use while you’re away, as they can still sip a tiny amount of electricity if, say, they have LED indicators. This includes TVs, microwaves, coffee makers, and desktop computers. Plus, unplugging will help prevent any potential fires if something accidentally shorts while you’re away. Speaking of unplugging, make sure you (34) grab your phone , earbuds, or Kindle in case you’re doing any last-minute charging.

Yay! You’re almost out the door. But wait! It’s time for another passport check. (35) Triple-check if you have all of your essential travel documents . You can never be too careful in trying to avoid being that person awkwardly digging through their bag at the last minute just before boarding.

While you’re walking towards the door, make a quick (36) walk-over to the thermostat and reduce the temperature . No one’s going to be home, so there’s no need to rack up a pricey heating bill. Needless to say, keep your pets and indoor plants in mind when you’re adjusting this. At this point, consider doing one last pass over this full travel checklist to make sure you're all set to go.

Got all that? Well then, time to (37) grab your bags and go! Careful not to trip in excitement!

If you’re reading this while you’re on a train or aboard your flight, congratulations! 37 travel checklist to-do’s sound like a lot, but once you’ve completed this travel checklist a few times, it becomes second nature. These are tips we follow ourselves and we haven’t missed a beat ever since. No missing passports, accommodations are on point, and the pets are just as happy to see us as when we left them—and it makes the trip all the more worth it.

This travel checklist is brought to you by the Pack Hacker team. We’ve collected these tips through many fun trips and a couple not so fun ones.

December 20, 2021

Author: Jude Miguel De Leon

Miguel loves road trips and actively takes the scenic route to make things interesting. When he's not behind the wheel with a trunk full of gear, you'll find him tinkering with a computer; a hobby he picked up while watching tech reviews starting at age 12. You'll never see him consider a product without being armed with plenty of product research & testing first.

49 Things You Need to Do to Plan Your Best Trip (Free Travel Research & Planning Checklist)

• Updated: 04/06/2024

Before you jet off on your next adventure, ensure you have all your travel research and planning in order. To help, use this ultimate travel research checklist  to guide you through the necessary steps for more enjoyable planning and a stress-minimized trip.

I love to travel, though I do not necessarily enjoy all the tedious steps required to get out the door and start having fun. So, I rely heavily on checklists like this planning list , a packing list , and a prep and close-the-house list  to streamline my departure. Leaning on these saves me time and money and helps to avoid unexpected situations, making for worry-free trips. I hope they can do the same for you.

So, whether you are a seasoned traveler or a first-time adventurer, I have designed this travel research and planning guide to cover the things you must cross off your to-do list before leaving for a trip. 

From the fun stuff like flights, accommodation, and local attractions—to the necessary details, especially for more complicated international travel, like getting visas , knowing about local customs, and purchasing travel insurance , use this list to explore the world confident you have things covered. 

Table Of Contents

Download your free travel planning checklist here.

Prefer not to print? Jump to my explanation of the 14 stages of trip planning  with 49 separate things you should do below. Otherwise, click the image beneath to access and print my free Travel Planning Checklist .

The Importance of Travel Research

Before setting off on any adventure, it is crucial to do your research. Travel research helps you gather information about your destination, allowing you to make informed decision s and avoid unnecessary stress. By taking the time to research and plan, you can uncover hidden gems, know about local events, find the best deals, and arrange your itinerary to maximize your trip enjoyment. 

Plus, conducting research helps travelers be more thoughtful and respectful visitors by being aware of local customs.

Sign up for my monthly Discovery Newsletter & get a free Trip Budget Calculator !

Learn how to further simplify your trip research, planning, and organization for every stage of your trip in “ 5 Proven Ways to Simplify and Organize Your Travel Research .”

When to Start Planning a Trip

When is the ideal time to start planning a trip? Whenever you decide to go! Though—several months, or at least six months in advance , is generally best. However, some destinations, like high-demand national parks with limited visitor and lodging capacity, may require planning up to 12 months or more in advance. 

Plus, it depends who is traveling . Solo or couple travelers can more easily plan last-minute trips as they tend to have more schedule flexibility (i.e., not following family school break schedules) and can choose from more affordable double or single-room lodging options, which tend to be more abundant.

Because families usually require more of everything , from plane tickets to more spacious lodging and even bigger rental cars, planning further in advance becomes more necessary, especially as it allows them to secure the best of these resources at the best pricing. If you are a family traveler or part of a big multi-generational group, you will want to begin planning further in advance—six months to a year is ideal.

14 Stages of Trip Planning & 49 Tips

How you follow these 14 stages of travel planning depends on how long you have before you depart for your trip and your comfort level with leaving things to the last minute. 

Because I do not enjoy the feeling of big to-dos being undone or last-minute scrambles, I aim to complete all 14 stages of travel planning anywhere from one to several months in advance. Alternatively, you may feel more comfortable playing your timeframes looser. 

Step 1: Decide on Your Destination (7 Questions)

Step 2: International Travel: Understand Visa & Vaccination Requirements & Travel Restrictions/Warnings (4 Tips)

Step 3: On Budgeting, Know What You Can Spend (Budget Template)

Step 4: Set a High-Level Itinerary (Get Shortcuts)

Step 5: getting there, find the best deals on airfare (3 resources).

Step 6: Getting Around, Rental Cars & Local Transportation Options (6 Tips)

Step 7: Choose Where to Stay (Shortcuts & Resources)

Step 8: Decide, Save & Book the Things You Want to Do (4 Tips)

Step 9: Focus on Food, Reserve Restaurants & Learn About Local Dishes (2 Recommendations)

Step 10: Create, Update & Finalize a Detailed Trip Itinerary (Resources)

Step 11: Plan for Emergencies & Unexpected Situations (3 Tips)

Step 12: Packing & Prepping Your Home Before Your Trip (Resources)

Step 13: Make Your Finances Accessible on Domestic & International Trips (13 Tips)

Step 14: Stay Connected While You Travel (Resources)

You may have several destinations in mind for an upcoming trip—or none at all. To get assistance narrowing down your options, consider your travel wants, needs, and limitations by answering the seven questions below to help you figure this out.

How long do you have to travel?

Your work and school schedules or family obligations may dictate the duration of your travel. Or perhaps budget  constraints cap the number of your away-from-home vacation days.

So, before you choose where to go, know how long you can spend there. If your holiday break is limited, you will want to minimize the time or expense of transportation, guiding you to pick closer destinations or places with direct flights.

What do you want to do?

Do you want a warm week lounging on the beach within reach of an easy and affordable nonstop flight? Or are you looking for a city trip with cultural activities? Perhaps the pull of nature is strong, and you want a hiking adventure? Or a bit of all of the above? Know what experiences you or your group would like to have during your time away and pick a place that meets it best.

This question is linked to the one above but digs deeper. Confirm your potential destination offers the right breadth and depth of activities and cultural or culinary highlights. Are there enough things to do and experience to last your trip and meet your wants and needs? Determine whether these options will make for an ideal visit. 

How to get there?

Explore how to get to your potential destination. Does getting there require a multi-day drive? Or a flight with a long layover? Gain a high-level idea of the time and cost involved with the “getting there” part of travel and confirm your time off can easily accommodate long transit times if required. Then, further dive into this step by learning your best options for getting around  once you arrive, here .

When is the best time to go?

To avoid destinations during their rainy seasons and less ideal temperature times, look up historical weather averages for your potential vacation spot before you commit. Use a helpful site like SunHeron  to look at month-by-month temperatures and rainfall for nearly any destination. Doing this will give you a better chance of having the weather be a helper for a great experience instead of a hindrance

What do you want to pay?

It is never fun to start digging into a trip to an incredible place only to realize a few steps in that you cannot afford it. This exact situation happened to us. Several summers ago, we did not plan far enough in advance for a family summer trip to pricey Jackson Hole, Wyoming. Limited availability and expensive lodging options forced us to backtrack and find a more budget-friendly alternative destination—surprisingly, Vail, Colorado.

So, before committing to a spot, set your budget , then do quick hit searches on the costs of available transportation, lodging, activities, and dining to confirm they fit what you can afford.

Is it safe?

Ensuring your health and safety during your trip should be a top priority, especially when visiting an international destination and you are unfamiliar with the customs and language. Before you go, look up travel warnings , read recent traveler accounts on blogs or social media channels, and even message the account owners with your safety questions. Then, check the local news sites. Gathering information about recent on-the-ground experiences will help you decide if this destination is right for you.

Step 2: International Travel: Understand Visa & Vaccination Requirements & Travel Restrictions/Warnings (4 Tips)

This step is for international travel. Before buying your plane tickets, understand entry requirements related to passports and visas, if applicable. 

Ensure you have an up-to-date passport & learn about visa requirements.

For international travel, always ensure your passport will not expire soon and it will be valid for your dates of entry. A good rule of thumb is your passport should be valid for six months after entry . However, sometimes it is less. Confirm exact entry requirements by researching this with the official government customs and tourism organization for the country you plan to visit.

A quick online search should get you the answers you need. For US travelers, check and confirm destination requirements on the helpful “ Learn About Your Destination” page of the US State Department website.

If your passport is expired or set to expire within a validity window, like six months, take immediate steps to renew it. In the US, obtaining a new one can take weeks, if not several months. Get all the details you need about obtaining and renewing US Passports here .

Review travel advisories, security alerts, vaccination & other health requirements.

For US citizens planning to travel abroad, search for your destination on the US State Department website , look for travel advisories, security alerts, and detailed information about health matters, including links to vaccination requirements. Or go directly to the US Centers for Disease Control & Prevention (CDC) Destinations page for extensive health recommendations.

Additionally, maintain your safety by booking lodging  in busier and well-known areas and following the tips I recommend here  to prepare for unexpected emergencies .

If traveling to Europe, know about EITAS, a coming-soon travel permit requirement.

Also, if you plan to travel to Europe, learn about the new electronic travel authorization (ETIAS) for visiting Europe. This coming-soon authorization is not a visa. It is a travel permit. As non-EU Schengen members, US travelers must eventually apply for this new travel authorization before entering Europe.

US travelers, enroll in STEP.

For US travelers for an extra measure of security and safety, consider enrolling your trip with the US State Department as part of their Smart Traveler Enrollment Program, or STEP . Doing this will share your travel status with the US government which will allow you to receive important safety information about your destination country and help the US Embassy contact you in an emergency. Enroll here. 

Step 3: On Budgeting, Know What You Can Spend

Does your budget determine where you can go? Or does your destination determine your budget?  An essential part of your travel planning is being realistic about what you can afford . There are few better ways to ruin the effect of a top-notch vacation than to return home after it, realizing you overspent, and then having to contend with the pain of outsize credit card debt and the regret that comes with it.  Instead, book a trip to a place that meets you where your money is. Memorable travel experiences do not have to cost a fortune.

Use a budget calculator like the one I provide for free with signups to my monthly Discovery travel newsletter , shown above. Or create your own budget that includes the major expense items like transportation, lodging, activities, meals, and incidentals that cover anything from souvenirs to travel insurance to pet sitting.

Once you decide on your destination , determine if you will stay in one place or move around and make multiple stops. Will your path of travel be circular—where you end up in the original place you began so that you are flying into and out of the same airport? Or will it be linear? A linear path means you will fly to one destination and return home from another—requiring plane tickets commonly referred to in the travel industry as open jaw tickets. 

Your budget and available vacation time may dictate staying in one place. Or it will allow you to include several different stops in one trip.  Get shortcuts to quickly determine a high-level itinerary for any destination in this article .

Flights and related on-the-ground transportation costs can often be the most significant expenses of any trip.  To find the best airfare deals, compare prices across multiple airlines. Consider flexible travel dates to take advantage of cheaper fares and rates. Additionally, look to redeem frequent flier miles or sign up for travel credit cards that give you miles bonuses.

Maximize your savings by learning to find the best fare deals using Google Flights Explore and Google Flights price tracker . Or read this overview of how to track down the best airfare deals .

Step 6: Getting Around, Rental Cars & Local Transportation Options (6 Tips)

Familiarize yourself with these six transportation tips for taxis, public transit, rental cars, and safe walking routes applicable to any new destination.

Plan for how to get around.

Knowing in advance how you plan to get around your vacation spot will impact where you decide to book your lodging . If you plan to rent a car and drive, you will want vacation accommodation that provides easy vehicle access—and ideally nearby and free parking. Or, if you plan to rely on ride shares and public transportation, you may want to ensure close lodging proximity to taxi stands or train or bus stops. 

Familiarize yourself with local transportation options.

Before you arrive at your destination, familiarize yourself with the local transportation . Research different options, such as public buses, trains, ride shares, and taxis, to determine the most convenient and cost-effective ways to get around. These alternatives can be very different in international destinations. 

For example, the most recommended rideshare in Malta, which we visited for a spring break trip , was Bolt, followed by a few others I was unfamiliar with, like eCabs and Ryde.

If you learn about these things in advance, you can pre-download the apps , set up an account, and link payment methods before you arrive. Additionally, consider purchasing local transportation cards or passes, as these often offer discounted rates for multiple journeys.

Get rental car tips & gather resources.

If you plan to rent a car, review these 15 rental car tips which will save you money, reduce potential hassles, and explain how to get complimentary upgrades. Then, understand whether you need to buy rental car insurance —something that even the most experienced travelers get confused by—with this thorough overview .

When traveling internationally, research to find out if you need an international driving permit for your destination. If you do, get this permit in advance, as sometimes the paperwork may take a few weeks. Check to see if you need an international driving permit via this helpful article . 

Learn the (local) rules of the road.

For any international travelers, you will want to familiarize yourself with the local driving rules in the country you plan to drive in advance. Doing so can help you avoid unintentional penalties and minimize the chance of on-the-road incidents. 

US travelers can understand driver safety abroad by referencing this State Department page . This page provides helpful country links and outlines local driving rules—from default speed limits to signaling requirements to where to park.

Consider pre-booking an airport pickup.

Especially for international trips, if you do not feel confident about your understanding of local transportation options, make things easy for yourself upon arrival. Consider requesting your lodging to arrange a pickup for you . This reserved ride will likely be more expensive, though it will give you peace of mind that you will not get things “wrong” when you arrive.

Then, when at your destination, ask for assistance from your accommodation manager or concierge to help better explain your on-the-ground transportation options .

After an international overnight flight, our family sometimes pre-books airport taxis, as we did on a visit to Rome . When exhausted and running on empty from a long and likely sleepless flight, it is a relief to know our in-town transportation is reliably taken care of. 

Know safe walking routes.

If you plan to explore a new destination on foot, familiarize yourself with safe walking paths . Research this ahead of time. Or ask once at your accommodation. The front desk staff and management, who generally live locally, are a valuable resource for sharing the best routes, areas, and times for moving around safely.

Step 7: Choose Where to Stay (Shortcuts & Resources)

Pinpointing the right location for lodging is never easy. To figure it out fast—my first stop is to use the “ Where to stay ” button on Google Hotels , which will show neighborhood-by-neighborhood descriptions and ratings for all major destinations, allowing you to quickly zero in on the right neighborhood for you to stay in. See where to find it in the quick clip below.

Alternatively, run an AI or online search on “ best places to stay in [your destination] ” and review the results. Or, reference up-to-date travel guidebooks , which generally provide a helpful point of view on the best areas to stay. 

Additionally, since I find great lodging in top locations has an outsize positive impact on our travel experiences, I put a lot of effort into finding the best places to stay.  Get tips on how to do this for your lodging searches in this article .

Step 8: Decide, Save & Book the Things You Want to Do (4 Tips)

Now that you have the framework of your trip set, it is time for the most fun part—figuring out things you want to do once you get there.

Search for things to do online.

If your best trip experience includes seeing top attractions and activities, you will want to research the top things to do in a destination that best fits your interests. Run AI searches or look online for “things to do in [your destination].”

Travel blogs, social media, and sites like Pinterest or Reddit are helpful for this. Or read a guidebook  or visit Google Travel , searching your destination to get an idea about the top attractions and get recommendations for more things to see or do.

To determine what you want to do most, read reviews from fellow travelers to understand what to expect. Then, consider purchasing tickets or making reservations for the most popular attractions to avoid long queues and secure your spot.

Save your favorites.

My preferred way to keep track of things I want to do in a destination is to save them to a custom list in Google Maps . Doing this gives me quick access to my favorites on my mobile phone via my Google Maps app while traveling. I share why and how to create similar custom lists in this article . 

Check out the guided activity and tour options.

Another good way to round out your research for what to do in any area is by checking out tour booking sites like Viator , Get Your Guide or Airbnb Experiences . Use them to look at the top-rated experiences for your destination. You might discover a cooking class, photo tour, guided hike, history walk, and so much more—activities that could be one of the more memorable parts of your vacation.

Ask for recommendations.

Before your trip, ask your friends, family, and acquaintances for suggestions for what to do in your planned destination if they have already been there.  T hen, when your trip is here, and you finally and excitingly arrive— connect and chat with your lodging managers, taxi drivers, tour guides, servers, and any other locals you can befriend to ask for their recommendations. 

By doing this, we have learned about many things we would have missed if we did not connect with locals, like off-the-radar restaurants, event-related parades, holiday processionals, or the best spots to catch sunsets. While traveling, we value these local recommendations so highly that we often will reshape our entire plan for how we spend a day to accommodate them. 

Step 9: Focus on Food - Reserve Restaurants & Learn About Local Dishes (2 Recommendations)

Does your culinary experience matter to you on vacation? I have a food blogger and cookbook author friend who makes researching places to eat and reserving restaurants her immediate third activity after booking airfare and lodging for any trip. So, if incorporating an epicurean experience into your travel is important, include the two steps below in your pre-trip planning.

Make restaurant reservations.

Search online to get a list of top eateries in your destination. Reference Google Maps, articles, blog posts, or run AI inquiries. Or ask other travelers who have been to the area recently, as they are always happy to share their favorites. Prioritize the places you want to eat and make reservations. If you cannot do this in advance online, do not sweat it. Do it in person when you arrive. Or ask your lodging for dining recommendations and assistance with booking reservations.

Learn about the food before you go.

Although international trips provide ample opportunities for new food experiences, you do not have to go far from home to indulge in regional food specialties while on vacation. For example, on a fall getaway to Door County, Wisconsin , near our hometown of Chicago, we were sure to order cheese curds, a Badger State specialty, paired with local brews. 

Before your trip, search online for “best food to eat in [your destination]” to see what tops the list. On a spring trip to Rome , it was Jerusalem artichokes. When in Malta , it was a rabbit dish and many other unfamiliar foods.

Eating at different places and trying new dishes, drinks, and snacks can be one of the most memorable aspects of your travel. To get a head start, take a global tour from these food guide and cookbook recommendations .

Step 10: Create, Update & Finalize a Detailed Trip Itinerary (Resources)

Now that you have your transportation, lodging, activities, and possibly even your dining planned or loosely set, it is time to put it all down to paper.  Use an online app like TripIt to keep track of your bookings and day-to-day plans. Or go semi-old school like I do and put it in an Excel document . Since I have yet to find an app that functions exactly how I want, I created my own itinerary framework that includes all the elements I prefer.

I share this free framework  downloadable in four file types in this article . In it, I also link to more places to find free or affordable trip itinerary templates. 

Then, for safety purposes , share your itinerary with family and friends so they know where you will be when you are away from home.

Step 11: Plan for Emergencies & Unexpected Situations (3 Tips)

Follow these three recommendations to help you avoid or quickly recover from emergencies and unexpected situations while traveling.

Conduct practical safety prep.

Before each trip, familiarize yourself with local emergency service numbers and healthcare facilities in your planned destination. When traveling internationally—particularly to an area at risk for conflict, know where to find your local embassy or consulate.  Additionally, ensure your family and friends know where you are going and how to reach you. If you created a detailed itinerary  share it with them. Then, continue to check in throughout the trip.

Buy travel insurance.

It is an extra expense every traveler would love to skip. However, given the cost of your vacation and what is at risk—your trip budget, your health, and your property—the cost of travel insurance should be considered an essential and non-negotiable expense, especially for international trips. Read about why to get travel insurance and where to find it in this article .

My preferred resource for buying travel insurance is InsureMyTrip.com , an online travel insurance agent and search engine that I use to shop policies from different insurers, buying from the ones with the highest user ratings.

Know what to do in case of theft.

Do you have a plan for what to do in case your wallet, phone, computer, or passport is taken or goes missing? Do you know how to protect your sensitive data? Or how to quickly replace credit cards or a phone? Or get a replacement passport so you can get home?

If not, familiarize yourself with these steps in case your phone goes missing , or read this account of a traveler who had to navigate getting her phone stolen out of her hand in Cartagena, Colombia.

Then, make front-and-back print and digital copies of all IDs, passports, credit cards, and travel insurance policies, keeping copies easily accessible in case of emergency, theft, or loss. Share copies of all items with a trusted friend or family member who can quickly send them back to you if needed.

Step 12: Packing & Prepping Your Home Before Your Trip (Resources)

Taking care to pack efficiently will make your trip a more comfortable one. Before you go, research weather conditions at your destination and plan accordingly. Make a checklist of essential items, such as toiletries, medication, electronics, and travel adapters. Pack versatile clothing items that can be mixed and matched for different occasions and temperatures. And remember a travel first aid kit with essential medical supplies.

Because I bring many repeat items every time we travel, I spent a year carefully crafting, updating, and tweaking a universal and printable packing list to reuse for every trip. Using this helps me avoid “recreating the (packing) wheel” every time I leave home, which helps save time and minimizes prep. 

Access, download, and print this universal packing list , which includes a comprehensive medical kit, here . 

Additionally, since I am a fan of checklists and streamlining tasks, I created a second checklist to close the house and prep for packing—that includes to-do items like buying trip-specific gear or picking up medical prescriptions in advance to avoid last-minute scrambles. Check out the list here. 

If you are new to traveling and packing, get 25 of my best packing tips that I follow for every trip.

Step 13: Make Your Finances Accessible on Domestic & International Trips (13 Tips)

Before you go on any trip, be sure to have a plan for how to pay for all expenses, access your cash, and use your credit cards.

On domestic trips: two tips on spending and cash.

If your getaway is domestic, this step should be relatively easy, as how you spend will be similar to what you do at home. However, there are two things you may want to consider before you leave. Getting extra cash from a local no-fee ATM and ensuring you have up-to-date logins with mobile pay apps like Zelle or Venmo. 

Even in this age of high connectivity, it is still relatively easy to encounter a market vendor, fair, or pop-up snack shop that does not accept credit cards. So, you will want a cash supply handy . Doing this will help you avoid unnecessary and out-of-the-way stops at high-fee and out-of-network ATMs. Sometimes, vendors will also accept mobile payments from apps like Venmo or Zelle. 

For example, during a recent domestic trip to New Orleans, our family enjoyed listening to musicians who accepted tips via Venmo, allowing us to scan their QR code and drop some cash—in appreciation of their talent and time. So, before you leave for your trip, if you use these apps, ensure you are actively logged in and can access your accounts.

On international trips: 11 tips for spending, credit cards, cash, and safety.

Prearranging and maintaining comprehensive and secure financial access requires a few more steps when traveling internationally. Here is a list of 10 things you will want to plan for: 

1. Determine which credit card(s) you plan to use . Ideally, choose the one(s) that offers the lowest, or zero, foreign transaction fees.

2. If you use a mobile hands-free payment like Apple Pay, ensure your default credit card linked to your mobile payment account is the card with the lowest foreign transaction fees. 

3. For travelers who do not already use a hands-free payment method like Apple Pay, consider setting it up, as it is a convenient wallet-free way to pay when traveling. Keeping your wallet tucked away may also make you less of a target for potential pickpockets who tend to mark international travelers.

4. If you plan to use a credit card while traveling internationally, process your transactions in the local currency . At the point-of-sale, avoid converting the transaction to your home currency since this often translates into a less advantageous exchange rate. 

5. Know the currency exchange rate between your home and destination country before you leave home—this will help you better manage your spending and budget. Download a currency converter app like XE , to easily translate local prices to your home currency.

6. Plan to take out the local country currency from an ATM when you arrive. Some travelers prefer to pre-buy foreign currency at their local hometown bank before they leave for their trip. However, we are always comfortable doing this at the airport upon arrival.

Know which local ATMs offer the lowest fees for international visitors for cash withdrawals and which charge the highest—and should be avoided. Visit traveler forums and social media groups , or read guidebooks  to learn this information.

7. Bring back up cash in your own currency , which you can exchange in an emergency. Include small bills if you can. You can often use these in a pinch for tips and when you run short on small denominations of local cash. However, local currency—depending on the country—is generally preferred.

8. Remove all unnecessary credit , identity, membership, and banking cards from your wallet that you do not plan to use while traveling and store them safely at home. Doing this is preventative in case of wallet loss or theft. Keeping so many cards at home means you will have fewer to cancel or replace.

9. Make copies of both sides of your banking and credit cards . Keep print or digital copies accessible. For a backup— share them with a friend or family member who will be staying home and can send them to you in the event of loss or theft. 

10. Have a plan for keeping your wallet and valuables safe while on your trip. Assume on an international trip, you may be a target for pickpockets. Make it difficult for would-be thieves by using secure carrying bags and backpacks with zippered pockets.

Practice never leaving your personal items unattended or on the back of chairs. If you need to set a bag down, wrap a strap securely around a leg or arm. Also, ensure all openings are fully zipped and face inward toward your body. Depending on your destination, consider sewing hidden interior pockets to pants or using money belts under clothes to keep cash and IDs secure.

Another helpful step you can take includes being aware of your surroundings and avoiding being distracted in public by your phone while traveling. It is relatively easy for a cyclist or motorcycle rider to whip by and grab an unlocked phone from unsuspecting hands.

11. Finally, before you go, move ample cash into your checking or ATM-linked account to fund your trip and to fully process automatic bill withdrawals to eliminate the possibility of overdrafts or other unpleasant financial surprises that could happen while you are away. If you do not have auto bill payments set up, pre-pay all upcoming bills before you leave.

Note: Many credit cards and banks no longer require you to alert them when you plan to leave the country as they track trip-related purchases like plane tickets, taxis, and hotel bookings. 

However, check with your banking and credit card companies before you go to understand their travel recommendations and to avoid possible suspicious-activity freezes on your accounts.

This step is easy for domestic journeys, as depending on your data plan, you can ideally use your mobile phone to text and call to stay in touch like you would at home.  However, constant connectivity gets more complicated for international trips. When traveling abroad, you want to determine how you plan to use your mobile phone .

Will you stay off-network and use it only when connected to Wi-Fi? Or pay a daily network international roaming fee—up to a pricey $10 per day with networks like Verizon? Or, instead, buy a data plan from a local network using e-sim technology?

Does this feel complicated? Even to me, a regular international traveler, and others—it does also. Based on your budget and connectivity needs, you will want to figure out which way of staying connected is right for you. To decide, price out international plans from your mobile carrier and then learn more about going the eSIM route with info in this helpful article .

Once you know how you plan to stay in touch, download apps you anticipate you may need to use. When traveling internationally, this may include downloading What’sApp , a global messaging app and voice-over-IP service heavily used outside of the United States.  When abroad, I frequently use this app to communicate with lodging contacts and tour guides and to confirm reservations.

Additionally, be sure to have all lodging or tour booking apps downloaded and updated on your phone. You will want to access the messaging functionality within apps like Airbnb, Booking.com, or other hotel apps, which you may need to use to send and receive communications. 

Hands-down, thorough travel research is the key to a stress-free adventure. By taking time to gather destination information so you can make informed planning decisions, you can ensure a smooth and memory-making journey. 

From researching your destination and finding the best deals to understanding local customs and preparing essential travel documents, each step plays a vital role in creating your best travel experience.

So, before you embark on your next adventure, check off the items on this ultimate travel research checklist. With research and planning complete, you can explore the world with confidence and peace of mind. The more you know, the better prepared you will be for any unexpected challenges or opportunities that come your way. Happy travels!

Related Reading

If you are searching for more travel planning assistance to help you save time and money and to stay organized, check out the related articles below.

• Google for Travel: Plan Better with These 8 Tools
• Why You Will Love Google Maps for Trip Planning
• Travel Better: How to Best Use Google Flights Explore
• How to Save Time & Money with Google Flights Price Tracker
• 5 Proven Ways to Simplify and Organize Your Travel Research
• Rental Car Insurance: When You Need It & When You Don’t
• Pack Faster & Better with This Universal Printable Packing List
• 25 Expert Packing Tips to Help You Travel Better
• Pre-Trip: A Practical Checklist to Close the House & Pack

Additional Trip Planning Resources

To further help you with travel planning, I share my go-to resources for every trip below. 

Google Flights. My first research stop for affordable flights for every trip. Learn why here . 

Google Hotels . Use its “ Where to stay ” button to discover the best neighborhoods to base your visit.

Booking.com. For hotel and rental bookings, I appreciate its flexible cancellation, candid user reviews, discounts, loyalty program, and easy-to-use interface.

Viator , Get Your Guide , & Airbnb Experiences . Quickly find and book highly-rated tours and activities on these sites.

Google Travel Things to Do & Google Maps . Find more things to do in your destination on Google Travel, then record where you want to visit on a custom Google Maps list. 

AllTrails . Love to hike? Me too. I religiously use AllTrails to discover hiking and biking trails and download its offline maps to manage my hikes.

Guide Along . 5-star self-guided audio tours that are GPS-compatible for US road trips and national parks. We loved the Glacier National Park tour .

Insure My Trip. I never travel internationally without trip insurance. Learn why here . My preferred place to shop and compare policies is InsureMyTrip.com . 

Plus, check out the 15 travel apps I use on trips, my preferred guidebooks , and my free customizable travel itinerary template , downloadable in four file formats.

About the author:  Janice Moskoff is a travel writer and blogger who loves hiking, exploring the world, and reading. She writes to inspire travel-loving families, adult friends, and couples on her blog,  Gather and Go Travel . Check out  her bio , learn how she became  a blogger , and discover how to  work with her . Sign up for her monthly  Discovery Newsletter  to get her latest travel recommendations and  how-to’s .

Love to travel? Sign up for m y monthly Gather & Go Travel Discovery Newsletter and get a free trip budget calculator .

Affiliate Disclosure: Some of the links on this page may be affiliate links, and at no additional cost to you, I earn a commission if you make a purchase. I only recommend products and companies I use. And the income goes to keeping the site community-supported and ads minimal.

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Welcome to Gather and Go Travel , a blog inspiring families, adult friends, and couples to explore US and international destinations and to get outdoors. I am Janice, an experienced traveler to over 50 countries and a travel writer, book lover, and blogger. Learn more about me , read our story , and how to work with me .

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Business Travel Guide

Essential business travel checklist [updated 2024].

Business travel comes with its own set of complexities and uncertainties. To navigate these successfully, you need careful planning and attention to detail. Our comprehensive business travel checklist will ensure that you’re well-prepared for every aspect of your business journey. From the moment you start planning your trip to the post-travel follow-up, we’ve got you covered.

So, whether you’re about to embark on your first business trip or looking to enhance your travel routine, read on to discover how to make your business travel experience efficient, enjoyable, and productive.

Let’s get started on the path to becoming a savvy business traveller with our ultimate business travel checklist.

Pre Business Travel Checklist

• Check and Validate Your Documents: Ensure that your passport, ID, and any required visas are up-to-date and valid.
• Budget and Itinerary Planning: If you are responsible for booking your travel, be aware of any budget constraints or itinerary requirements. In case someone else handles the bookings, submit your proposed itinerary to the designated person.
• Opt for Direct and Simple Travel: Consider your budget when booking your travel; aim for the most direct options available.
• Strategic Arrival and Departure Planning: Align your arrival and departure plans with the purpose of your travel, such as meetings or events. Assess whether arriving the night before or departing the day after is necessary based on your meeting schedule.
• Proximity Matters for Accommodations: Book accommodations near the location where your business activities will take place. This will save you time and streamline your schedule.
• Efficient Transport Planning: Arrange transport to the airport or train station, considering each leg of the journey. Plan and book transportation in advance to avoid last-minute hassles.
• Utilize Loyalty Programs: If you are a member of airline or hotel loyalty programs , take advantage of them when making bookings to accumulate points. If not already a member, consider signing up, especially if you travel for business frequently.
• Fast-Track Your Travel with Programs: Explore programs like Global Entry , TSA PreCheck , or Clear for expedited security processes, making your travel experience faster and more convenient.
• Consider Trip Insurance: Evaluate the option of trip insurance to provide coverage for unforeseen circumstances, offering you peace of mind during your journey.

Business Travel “Packing” Checklist

When it comes to packing for your business trip, it’s important to be organized and ensure you have everything you need. Here’s a checklist of essential items to pack:

1. Travel documents

Travel documents are crucial for a smooth journey, ensuring you have the necessary paperwork to reach your destination and return home. These documents establish your identity, authorize your travel, and provide vital information to authorities. Having a complete set of travel documents is essential for a hassle-free trip.

Documents Checklist For Business Travel:

• Visa (if required)
• Driver’s License
• Travel insurance documents
• Business permits
• Itinerary with flight details and hotel reservations
• Photocopies of important documents
• Emergency contact information

2. Electronics and accessories

In today’s digital age, electronic devices and accessories play a pivotal role in staying connected, productive, and entertained during your journey. They enable you to work efficiently, communicate seamlessly, and stay organized while on the road. Packing the right electronics and accessories ensures you’re well-equipped for the demands of modern business travel.

Electronics Checklist For Business Travel :

• Laptop or tablet
• Chargers for all electronic devices
• Adapter plugs (if travelling internationally)
• Headphones or earbuds
• USB flash drive
• Travel surge protector
• Portable Wi-Fi hotspot (if needed)

3. Medications and personal care

Maintaining your health and personal care routine is essential to feeling your best during your trip. Medications and personal care items help you stay healthy and comfortable. Packing these items ensures you have the necessary supplies to address health needs and maintain hygiene, contributing to a worry-free journey.

Personal Care Checklist For Business Trave l:

• Prescription medications
• Over-the-counter pain relievers
• Allergy medication (if needed)
• First aid kit (band-aids, antiseptic wipes, etc.)
• Personal hygiene items (toothbrush, toothpaste, soap)
• Shampoo and conditioner (travel-sized)
• Razor and shaving cream
• Contact lenses or eyeglasses and solution
• Hand sanitiser

4. Toiletries & cosmetics

Toiletries and cosmetics help you maintain personal hygiene and grooming standards during your trip. They contribute to your comfort and confidence, ensuring you look and feel your best while conducting business and engaging with colleagues and clients.

Toiletries & Cosmetics Business Travel Checklist:

• Body wash or soap
• Toothbrush and toothpaste
• Face wash or cleanser
• Moisturizer
• Hairbrush or comb
• Makeup (if applicable)
• Makeup remover wipes
• Hair products (gel, hairspray, etc.)
• Feminine hygiene products (if needed)
• Perfume or cologne
• Nail clippers and nail file

5. Clothing For Men & Women

Selecting the right clothing is essential for business travellers. Your attire communicates professionalism and reflects your respect for the business environment. Packing appropriate clothing ensures you’re well-prepared for meetings, presentations, and other business-related activities. 

Checklist For Men:

• Dress shirts
• Suits or blazers
• Dress shoes
• Socks and underwear
• Casual clothing for downtime

Checklist for women:

• Blouses or formal tops
• Dresses or suits
• Comfortable but stylish shoes
• Accessories (jewellery, scarves, etc.)
• Undergarments

Bonus Business Travel Tips

While we’ve covered the essentials, here are some bonus tips to enhance your business travel experience:

1. During Your Stay

Explore local cuisine : When dining out, try local cuisine to immerse yourself in the culture regardless of your business travel destination . Ask colleagues or locals for restaurant recommendations to savour authentic dishes.

Network beyond meetings : Look for events, industry conferences, or local business gatherings during your stay. These can provide valuable connections and insights.

Cultural Awareness : Show respect for local customs and traditions. A small effort, like learning a few basic phrases in the local language, can go a long way in building rapport.

Stay Active : If your schedule allows, find time for physical activity. Some hotels have fitness centres, or you can take a morning jog to energize yourself for the day.

2. Staying Healthy and Safe

Travel insurance review: Before departure, thoroughly review your travel insurance policy to understand coverage for medical emergencies, trip cancellations and lost luggage.

Hydration reminder : In-flight and during your stay, prioritize hydration. Carry a reusable water bottle and drink regularly to stay alert and healthy.

Emergency contacts on speed dial: Save local emergency numbers, including the nearest hospital and embassy or consulate, in your phone for quick access.

3. Expense Tracking Tips

Expense Tracking Apps : Consider using digital expense tracking apps or software to log expenses in real-time. This simplifies the process and ensures you don’t miss any deductions.

Organize receipts : Keep all receipts in one place, such as an envelope or a designated folder in your bag. This makes it easier to account for expenses when filling out reports.

Currency conversion Apps : Install a reliable currency conversion app on your phone to instantly calculate expenses in your home currency. It helps you stay within budget.

Credit card statements : Regularly review your credit card statements online to spot any unauthorized charges or errors promptly. Notify your bank of any discrepancies.

Is travel insurance necessary for a business trip?

Yes, having travel insurance is highly recommended for business trips. It can provide coverage for unexpected events like trip cancellations, medical emergencies, or lost luggage, offering you peace of mind during your travels.

How can I prevent jet lag during long-haul flights?

To minimize jet lag, adjust your sleep schedule before departure, stay hydrated, avoid excessive caffeine and alcohol, and set your watch to your destination’s time zone as soon as you board the plane.

Are there any apps or tools to help me find local networking events?

Yes, several apps and websites can help you find local networking events, such as Meetup, Eventbrite, and LinkedIn. You can search for relevant business or industry events in your destination city.

How can I make the most of downtime during business trips?

Use downtime to explore the local culture, try new cuisine, or relax and recharge. You can also catch up on work tasks, read, or use the hotel’s amenities like the gym or spa to make the most of your stay.

This checklist has covered everything you need, from preparing before your trip to staying safe and tracking expenses. Each journey is a chance to grow and discover. So, pack wisely, embrace the adventure, and make the most of every moment. Remember, business travel is more than just reaching your destination; it’s about the experiences and connections you make along the way.

If you’re seeking top-notch hotels and serviced apartments for your business trips, explore our business travel accommodation options and take the first step toward seamless and comfortable travel. Click here to book your next business trip and experience the difference.

Read more Business Travel Guide articles

Different Types of Business Travel and Accommodation

Comino Island Malta Best Eco-Friendly Travel Tips

Understanding Flight ID Requirements for Business Travel in 2024

9 Corporate Credit Card Policy Best Practices

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International Travel Checklist: Things You Need to Plan, Do and Pack  Before Your Next Trip Abroad

• Get organized and be prepared
• Avoid travel mishaps and frustrations
• Reduce stress and increase peace of mind

Ensure you’re not leaving anything out: paperwork, logistics, packing, and much more

Important: please read.

Good planning is everything, especially when you’re going abroad. The secret to a successful and worry-free trip is being fully prepared — but even experienced travelers sometimes fail to remember important things.

We’re happy to offer one of the most comprehensive pre-travel checklists online, including the key steps you should take before departure. Please read the entire page to ensure your trip runs smoothly.

Are you planning a weekend getaway, a business trip, a well-deserved vacation, a solo adventure, or to meet family or friends overseas? Don’t worry, we’ve got you covered.

Our lists can help you make sure you do not forget to do or pack anything important before leaving: from essential documents and pre-trip booking arrangements to flight must-haves and detailed packing lists that include all the things you should consider bringing with you in your checked luggage.

Whether you use our checklist months before a planned international trip or at the very last minute, we hope that it will help you track the progress of your pre-travel preparations and make sure you did not leave anything behind.

Are you ready? Let’s start!

Our free checklist below includes the following topics:

Trip essentials, transportation, inflight entertainment, destination activities, event tickets, restaurants, communication, electronics, travel accessories, fashion accessories, things to do.

Here are a few very basic things you will almost always need (or want) to take care of before traveling overseas, no matter the destination. These travel documents and key trip arrangements are critical components of any planned journey outside the country.

• Passport Make sure you and the other people you travel with have a valid passport (with enough blank pages!). Many countries require that your passport be valid for six months beyond your stay. If you need to get a new passport or renew an existing one, don’t wait until the last minute and apply several months in advance through the U.S. Department of State website .
• Visa Research whether you need a visa for your trip and contact the embassies of the countries you will be visiting for more information. Visa laws vary from nation to nation, so remember that while some visas are available instantly upon arrival, others can take months to process and obtain. Visit iVisa.com to check your destination country’s visa requirements and apply for one online, if needed.
• Airline tickets A trip to any foreign country usually starts with a flight. It’s the fastest and most reliable way to get you from Point A to Point B anywhere in the world. Don’t forget to bring your boarding pass with you to the airport (either on your phone or printed out). Don’t have plane tickets yet?  Visit our flight booking resources page.
• Accommodations When traveling abroad, there are many accommodation options to choose from that can suit your unique needs, taste, and budget. Hotels, hostels, and vacation rentals are some of the most common choices, but there are alternative options as well. Do you need a place to stay?  Visit our accommodation booking resources page.
• Travel insurance Travel insurance helps protect you against injury and illness, and often also covers lost or delayed baggage, trip cancelation, and emergency evacuation. You never know what might happen on your journey (or even just before you leave), so having a safety net for unexpected medical expenses and other trip disruptions is extremely important. Not insured yet?  Visit our travel insurance resources page.
• International driving permit If you plan to drive a vehicle in another country, you might need an International Driving Permit (IDP). You can apply for one through the AAA . Make sure to also bring your domestic driving license.
• Immunization records Some countries require you to have certain vaccinations before you are allowed to enter their borders. Contact a travel clinic in your area for information and advice, verify your destination’s country vaccination requirements, and, if necessary – get vaccinated.

Big airports can be a pretty stressful environment: endless crowds, constant noise, long check-ins, security and passport screening lines, confusing terminal and boarding gate signs, flight delays…. the list goes on. Being well-prepared can make the difference between having a good (or at least reasonable) airport experience and a bad one.

There are different ways to get to the airport to catch your outgoing flight: getting dropped off by a friend or family member, public transportation, shuttle, taxi, ride-sharing services, or driving your own vehicle and parking it there. Either way, make sure you have a plan ahead of time.

However, onsite airport parking can be very expensive, and if you’re looking for cheaper alternatives, you can use search engines like  Parkos  or  Park ‘N Fly  that offer discounted off-site parking options.

Once you reach your destination, there are usually several ways to get from the airport to your hotel or other desired location and back: public transport (train, metro, bus, etc.), taxi, Uber, and others.

Alternatively, you can use a private airport transfer, a convenient, chauffeured ground transportation service from or to the airport.

This pre-arranged service is geared towards business and leisure travelers and groups who may prefer to book a fixed-price ride in advance.

Need to book a transfer? Visit our airport transfer services resources page.

Destination Transportation

No two places are exactly alike, and every destination has its own unique mix of different transportation options used by locals and tourists. Before traveling to a new city, do your homework and learn how to move around efficiently, safely, and cost-effectively.

• Public transportation tickets Most major cities have a decent public transit system, which offers the cheapest way to travel locally and get from one place to another. Before starting your trip, learn how the city’s public transport network works, how to buy tickets, and where.
• Car rental If you want to get to the places you plan to visit quickly and comfortably without relying on public transportation, enjoy the freedom to go wherever you want, whenever you want, and do things on your own time, consider renting a vehicle for your journey. Need to rent a vehicle abroad? Visit our international car rental resources page.

In addition to the common ways to get around, there are alternative modes of transportation that may better suit your needs.

Traditional bikes, e-bikes, and electric city scooters are some of the newer options, and many major cities offer travelers convenient ways to rent them.

In-Flight Entertainment

Flights can be painfully boring, especially the long ones. Downloading digital content and apps to your mobile device before you leave can help the time fly by faster. Here are a few options that can help keep yourself or your kids occupied on the plane.

• Audiobooks (for adults and children) Audiobooks.com – free trial Scribd – free trial Kobo Audiobooks – free trial
• Magazines and newspapers Magzter – free trial Scribd – free trial

Alternatively, if you prefer old-school, non-digital distractions, you can bring paper books and magazines, destination guidebooks, puzzle books (crosswords, sudoku, and word searches), or travel-friendly card games.

Every global destination offers unique treasures to discover, explore and enjoy. Websites like GetYourGuide and Viator help you find, compare and book interesting and fun things to do during your vacation, such as: 

• Sightseeing tours
• Tourist attraction tickets
• Museum entrance tickets
• Child-friendly activities
• Theme parks
• Romantic experiences
• Public transport tickets
• Discount city cards and all-inclusive passes

Use these holiday planning marketplaces to get inspiration and ideas on the places you may want to visit and secure the activities you don’t want to miss. Additionally, these platforms offer suggestions for last-minute options when you’re already at the destination and want to see what’s available for immediate booking.

If you plan to attend a big music concert, sporting game, theater show, or some other major live entertainment event during your trip abroad, make sure to purchase tickets, preferably ahead of time. Major ticket marketplaces such as Viagogo and StubHub can help you get more information about events at your destination during your planned visit.

Restaurant Reservations

For many travelers, having amazing food experiences can be one of their trip’s main goals. Every destination has its own culinary gems: from famous Michelin-starred restaurants and authentic local eateries to traditional family-run establishments and hot foodie favorites. Is food a big part of your next vacation? If so, research what the local food scene of the city you plan to visit has to offer. If you want to eat at popular and trendy places, make a reservation well in advance before you leave to ensure you will actually get a table when you’re there.

As a traveler in a foreign land, you will probably want to stay connected and continue using your mobile phone so you can call, text, or use data from abroad. Here are a few things you should do and consider before deciding on the best course of action.

• Contact your domestic provider and get details about their international plans to avoid the high cost of roaming fees (typically expensive but a very convenient option).
• A second option is to buy a prepaid SIM card in the country you are visiting, either at the airport or a local store. This option requires your smartphone to be unlocked.
• If you have a relatively modern device that supports eSIM technology, you can use a digital SIM card instead of buying and installing a physical one. This option, which can be purchased through services like Airalo or Ubigi , relieves users of the hassle of changing SIM cards or carrying multiple chips with them.
• If you don’t need to be constantly connected, you can put your phone in airplane mode and only use free Wi-Fi, which is often available in public places, such as airports, hotels, public libraries, restaurants, parks, etc.
• Lastly, if you want to encrypt your internet connection, increase your privacy, and access websites and online services from back home while you’re overseas, consider signing up with travel-friendly VPN providers, such as ExpressVPN , CyberGhost , and Private Internet Access . 

Take a few simple steps to prepare to stay safe and healthy during your trip, including checking the CDC website for country-specific recommendations. Here are a few essentials to pack and bring with you.

• Rx medication (including your prescription papers or scan)
• Basic medications (headache, allergy, pain and fever relievers, sleep aid)
• Thermometer
• Eyeglasses, contact lenses, eyecare supplies
• First aid kit
• Insect repellent
• Birth control, condoms
• Vitamins and supplement
• Sunburn relief 

International travel has changed significantly since the COVID-19 pandemic started. The unpredictable nature of this global health challenge makes it important to take precautions, research your destination carefully, and plan what you need to do and pack.

• Consult the Center for Disease Control website for the most up-to-date guidance on traveling during COVID-19.
• Read carefully your destination country’s COVID-19 entry requirements.
• Know your airline’s COVID-19 policies.
• Vaccine passport (if required)
• Negative COVID-19 test results (if required)
• Fill, sign or issue any other COVID-19-related paperwork (if required).
• Hand sanitizer
• Disinfecting wipes
• Prepare an action plan in case you catch the virus while abroad
• Check if your travel insurance includes COVID-19 coverage

Taking care of a few important money matters before stepping on the plane can save you a few headaches down the road. Here are a few basic financial issues to address and things to bring with you on the trip.

• Cash money (in local currency)
• Credit card, debit card
• Frequent flier and other travel loyalty program membership cards
• Check due-dates for your regular bills; pay early if necessary or set up automatic payments.
• Notify your bank and credit card company of your travel dates and the countries you will visit so transactions aren’t blocked once you’re abroad.
• If you don’t currently have a will, consider making one before you travel through services like U.S. Legal Wills or LegalZoom .

In an increasingly technological world, your digital devices (and their chargers) play a critical role as you explore the world. As a result, electronics and travel tech gadgets are an essential part of just about every packing list:

• Smartphone + charger
• Laptop, tablet, e-reader
• Camera, memory card, charger, and photography accessories
• Electric converters, adapters, and organizers
• Handheld electronic games
• Portable digital luggage scale
• Luggage tracker
• Travel door/window alarm

The right travel accessories are true game-changers that can improve every aspect of your flight, hotel stay, day-to-day activities, or other experiences and make your journey much more enjoyable and carefree. Here are a few examples:

• Suitcase/backpack
• Luggage tags
• Empty water bottle
• Travel pillow and blanket
• Sleeping mask
• Airplane smartphone and tablet holder
• Pen and paper
• Laundry bag
• Snacks / Gum
• Sewing repair kit
• Stain remover

When packing clothes for your travels, keep in mind the length of your trip, the season, the area’s climate and expected weather conditions, the activities or events you will be participating in, and any non-standard clothing or gear you might need. Would you like to maximize space? Using packing cubes and luggage organizers will allow you to fit more in your suitcase while keeping everything in perfect order. Here’s a clothing packing list that includes common essentials:

• Underwear, bras
• Casual and dress tops
• Casual and dress bottoms
• Dresses, skirts
• Sweaters and sweatshirts
• Outerwear: coat, jacket, and raincoat
• Loungewear and sleepwear
• Evening wear
• Other specific weather, location, event, or activity-related wear

When traveling, be it in the city, the beach, or outdoors, our feet are the things that keep us moving, wherever they take us. When exploring a new place, a pair of good or bad shoes can make or break a day. Here are a few footwear essentials to consider packing according to the destination and the time of year.

• Walking shoes
• Hiking/Trekking shoes
• Evening shoes

A few useful items can help you feel and look more stylish, even when you’re at the peak of a mountain or on the road. Here are a few vital fashion accessories to pack with you, no matter where you travel.

• Gloves, hats, scarves

Essential beauty, grooming, and personal care items help keep you looking and feeling your best while away from home. Some brands can be difficult or even impossible to find overseas, so if you must use specific beauty products or other toiletries, bring them with you.

• A toiletry bag
• Toothbrush, toothpaste, dental floss, mouthwash
• Soap, shampoo, conditioner, face wash
• Perfume/cologne
• Tissues, toilet paper
• Feminine hygiene items
• Makeup, makeup remover
• Personal mini mirror
• Shaving kit and extra razors
• Skincare products
• Brush, comb, and hair products
• Styling tools

Last but not least… a list of things to do before you leave:

• Check your airline’s baggage size and weight restrictions.
• Make backup copies of all travel documents and save them both in print and digitally (in your smartphone’s email).
• Prepare a document with the embassy’s address, phone number, local emergency numbers, and other important phone numbers (your bank, insurance company, airline, etc.).
• Learn a few basic words of the local language (hello – yes – no – thank you – please).
• Research a little bit about your destination country’s culture, food, history, politics, local laws, tipping practices, potential risks, etc.
• Learn about common tourist scams in the country you’re about to visit, so you can identify and avoid them more easily.
• Confirm your flight times 24 to 48 hours prior to departure on the airline and airport’s websites or apps.
• Check in online with the airline before you leave for the airport.
• Leave the house key, trip itinerary, and contact info with a family member or friend.
• Download handy travel apps to your smartphone, including airline and airport apps, maps, navigation tools, destination guides, currency converters, foreign language translation apps, etc.
• Arrange for the care of your pets, lawn, plants, and mail pickup.
• Charge all your electronics.
• Turn off the heater, air conditioner, lights, and electronics.
• Take out the garbage.
• Lock all doors and windows; pull all curtains.
• Set the alarm system.

Best of luck with your trip. Enjoy it!

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The Essential Business Travel Checklist

There are a lot of things to remember when you’re traveling for business. Did you finish the presentation? Do you have your phone charger? What was your contact’s name again? Being so, we’re here to help you remember all the essentials with our ultimate business travel checklist.

This business travel checklist can help you stay organized and ensure that you don’t forget something important when you’re traveling for work. Below, we cover what you need to remember before, during, and after you travel. We also share some useful hacks from seasoned travelers to make things a bit easier for you, as well as provide links to helpful resources.

But before getting started, remember that there's no one-size-fits-all approach to business travel. Every destination — and every company that requires travel — is different. With that being the case, some of the below tips (such as booking accommodations or purchasing trip insurance) may not be applicable. But no matter what, we encourage you to cover your bases and ensure that the essentials are taken care of, and this guide is a great place to do just that.

Your complete business travel checklist:

Research your destination.

• Read about the area  you’ll be traveling to, even if you've been there before. Consider things that will be important to know on your trip, such as the current political situation, cultural differences, crime, business hours, and business attire.
• Research the top attractions and foods to try at your destination. You may end up with some free time to see more than you expected. You may even turn it into a bleisure trip .
• Talk to friends and colleagues who have been to the location before in case they have any tips.

Make travel arrangements

• Check that your passport, ID, and appropriate visas are valid.
• If you’re responsible for booking travel yourself, find out about any budget or itinerary requirements. If you’re not responsible for booking travel, submit your proposed itinerary to the appropriate person.
• Book the most direct and simple travel that your budget will allow.
• Plan your arrival and departure with your reason for traveling (i.e. meetings) in mind. Consider whether you’ll need to arrive the night before or leave the next day based on your meeting times.
• Book accommodations close to where your business will take place.
• Book transport to the airport or train station. Think about each leg of the journey and what you’ll need to book ahead of time.
• If you’re a member of airline or hotel loyalty programs , consider booking with those brands to get points. If you travel for business frequently and aren't signed up for these programs, make sure to do so.
• Sign up for Global Entry ,  TSA PreCheck , or Clear , if appropriate. These will make traveling a bit faster and easier.
• Consider trip insurance to cover unforeseen circumstances.

Create your itinerary

• Communicate with the people you’ll be meeting with to make sure there's an itinerary for your trip. You should know who you’re meeting with, and when and where those meetings will take place. 
• Check if there’s anything out of the ordinary that you need to bring with you. Confirm whether you will have access to Wi-Fi, power, a presentation screen, and other necessary equipment.
• Know your schedule and what functions you're going to attend so that you can pack appropriately (more on this later).

Prepare for your meetings

• Establish some quick goals and objectives for each of your meetings.
• Review the names, roles, and titles of the people you’ll be meeting with.
• Prepare necessary documents and presentations in a shareable format, and send them ahead of time if necessary.
• Review the key information that you’ll need to share.
• Save a map and directions to your meetings on your phone or computer, or print them out if you prefer. If you have to drive or take public transportation, be sure to plan ahead and take traffic and other delays into consideration.
• Check whether you need to purchase any travel supplies to restock from your last trip.
• Check TSA and other appropriate regulations restricting the size and weight of your luggage, and any restrictions on personal items like toiletries.
• Try to limit yourself to a carry-on suitcase if possible. You’ll save yourself the time and stress associated with checking a bag. If you do check a bag, make sure you have essentials like your electronics, medications, and a change of clothes in your carry-on just in case.
• Consider using packing cubes to organize and streamline your belongings.
• Put toiletries in a clear plastic bag that you can seal to prevent leaks.
• Bring clothes that are wrinkle-resistant and easy to layer. Stick to solid and neutral colors so that they're easy to combine into various outfits. This will make planning your outfits easier for a multi-day trip.
• Consider bringing a wide scarf to use for cold weather. It can double as a blanket on the plane and a cover-up for modesty in certain countries or cultures.
• Passport/visa for the location(s) you’re visiting, credit cards, bank cards, and a personal ID (consider storing a high-res image of these on your phone as a backup).
• Vaccination record with the appropriate immunizations for the location(s) you’re visiting.
• Enough local currency for transportation and a bite to eat when you arrive. You can change more money later if necessary.
• Business cards.
• Notebook and pen.
• Appropriate gear for the weather at your destination.
• Chargers (and plug converters if necessary) for all of your devices.
• Noise-canceling headphones or earplugs for the plane and noisy spaces.
• Necessary medications.
• “Deal with anything” kit, including band-aids, stain remover pen, lint roller, breath mints, allergy medication, upset stomach medication, pain relievers, cold medication, hand sanitizer, face mask, and baby wipes.
• Casual clothes for evenings and weekends.
• Workout gear.
• Water bottle.

Get ready to leave

• Save all of the documents you need to a hard drive or the cloud so that you have an extra copy.
• If needed, print your tickets and confirmations for transport, lodging, and flights.
• Set up your out-of-office message for the days you’ll be traveling.
• Let your coworkers know where you’re going and for how long.
• Make sure you have coverage for office responsibilities that you’ll miss.
• Find someone to take care of your pets and water your plants while you’re gone.
• If you’ll be gone for more than a few days, consider  pausing your mail and packages.
• Give your itinerary and contact information to a trusted friend or family member so they know where you are.
• Consider cleaning and putting a meal in the freezer so that you come home to a clean house and easy dinner.
• Charge all of your devices the night before so that you don’t end up with unexpected outages.
• Check the weather forecast for your destination so that you can add any necessary gear, like an umbrella.

On travel day

• Lock your doors and windows, adjust your thermostat, and turn on your alarm.
• Clean out the refrigerator and take out the trash.
• If there is a time difference at your destination, try to get as much sunlight as possible during the day to reduce jet lag .
• Make sure to hydrate more than usual. This will help with travel fatigue and jet lag.
• Keep a printed version of this checklist and your packing list in your suitcase so that you have it for all your future trips (or store a digital version on your phone or computer).
• Do your best to take a short walk outside, take a scenic route to a meeting, or visit a restaurant at your destination. You don’t want the only things you see to be hotel rooms and conference centers!

Put this business travel checklist to good use!

Traveling for work doesn't have to be stressful. With this business travel checklist, you'll be well on your way to a streamlined trip that may just turn into a vacation along the way.

Up next, check out 12 of the coolest ice hotels around the world . 

Laura Fredericks

Laura brings a decade of insight to improving marketing, as she has worked in technology since 2010. She has experience starting and scaling a business, driving customer marketing, and speaking at live events, including WeDC Fest 2018. She founded Describli and Paradigm Labs, and currently works with companies to improve their customer relationship management and content strategy.

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The Ultimate Travel Packet for Your Executive’s Business Travel

A journey of a thousand miles may begin with a single step, but a successful business trip begins with a kick ass travel list. This goldmine checklist, complete with useful tips organized by category, was created specifically for traveling executives after a Ninja asked what to include in a travel packet for the boss’s upcoming trip. So of course, we went straight to the experts: the OfficeNinjas Ambassadors.

This list is comprehensive, packed with Ninja-approved items and hacks for every possible situation we could imagine. But you should feel free to edit and make it your own go-to guide for business travel. Pare down, make tweaks, and add special exceptions tailored specifically to your company and team. Once you have the Ultimate Packing List customized to your boss’s specific needs, prepping for an upcoming trip will be the easiest part of your day.

• Include the confirmation/reservation numbers, phone numbers, and addresses for flights, trains, rental cars, cabs, and hotels.
• Include estimated travel time from the airport to the hotel or other destinations, as well as information on potential delays due to traffic, road construction, and inclement weather.

Ninja Tip: Send your boss a meeting request with airline details (terminals numbers, flight and seat numbers, departure and arrival times, etc.) in the subject line so that travel time is blocked out and the information is instantly accessible. For example-  Subject: Alaska 309 (SFO-SEA): lv 735pm arr 924pm, conf# AP35IRE Location: Seat 24A (window).

Ninja Tip: Once you’ve hammered out all the details, funnel them into PackPoint  so you and the traveler can both access the full spread on a convenient app.

LUGGAGE TAGS

Ninja Tip: Keep a pack of affordable luggage tags in the office as a backup.

MAPS & DETAILED DIRECTIONS

Ninja Tip: Install a map app, like Waze  or Google Maps , on your boss’s phone. You can even download an area for offline use in Google Maps, in case of a poor signal. Screenshots of entire routes can also be saved.

LOYALTY MEMBERSHIP NUMBERS

Track all frequent traveler membership numbers for airlines, hotels, dining, and rental car companies in one place using TripIt or Points .

PARKING INFO & COSTS

Use Spot Hero to reserve parking spaces in advance, and ParkMe  to locate spots.

LOCAL HOST CONTACT INFO

e.g. the client’s admin, office manager at satellite office, etc.

LOCAL SPOTS TO DECOMPRESS

Download one of these apps to your boss’s phone. They allow users to book hotel rooms by the hour so your exec can catch up on emails or even take a nap:

• Hotels by Day

TRAVEL DICTIONARIES & PHRASEBOOKS

Ninja Tip: Purchase travel dictionaries/phrasebooks or download a translation app to your exec’s phone (for international travel). Popular options include:

• Google Translate
• Lonely Planet Phrasebook & Dictionary ( Spanish , French , Mandarin , Japanese , German )

PROTOCOL FOR LAST-MINUTE ITINERARY CHANGES

Clarify who should take the lead on resolving conflicts and rescheduling travel.

PROVIDE TRAVEL ITINERARY TO EXEC’S FAMILY/PARTNER

Meeting Prep

BRIEF BIOS ON MEETING ATTENDEES

Download Charlie  on your exec’s phone. Charlie combs through a bunch of online sources and will send your exec a one-pager on who they’re going to meet before even seeing them.

Ninja Tip: Include suggested topics of conversation as well as personal details that may cause someone to be distracted or unengaged (like a recent birth or death in the family)

NOTES ON BUSINESS ETIQUETTE

Appropriate behavior varies greatly from culture to culture, refer to this infographic to ensure your exec is properly informed.

EXTRA BUSINESS CARDS

An obvious item but one that’s commonly forgotten!

LOCATIONS FOR SMALL MEETINGS & ONE-ON-ONE CONVERSATIONS

These apps identify and reserve on-demand meeting space:

Ninja Tip: Walk Score will tell you if they need to travel by car to get there.

DRESS CODE FOR MEETINGS & SOCIAL ENGAGEMENTS

From casual to white tie, this attire guide breaks it down for you.

HEALTHY SNACKS FOR HEAVY MEETING DAYS

Try these healthy options:

• Love With Food
• Quest Nutrition Protein Bars and Chips
• And don’t forget mints , pocketmist , gum , or breath spray

Financial Considerations

CORPORATE CREDIT CARDS

Remind your exec of these tips for traveling with plastic overseas.

CLEAR, ZIPPERED ENVELOPES

Pouches  for receipts and small miscellaneous items.

EXPENSES REPORTS OR APP

Blank expense reports or ensure that your office’s expense reporting app has been downloaded to your boss’s phone.

Ninja Tip: Download an app that lets your boss scan documents or receipts and save them as PDFs, such as Tiny Scanner , Smart Receipts , Expensify , Abacus , or Shoeboxed .

CURRENCY CONVERSION APP

Download a currency conversion app to your boss’s phone for international travel. Popular options include XE Currency , Currency Converter , and Convert Pad .

Local Points of Interest

HIGHLY REVIEWED BARS AND RESTAURANTS

Check Yelp , Opentable , TripAdvisor , and Zagat before providing your exec with recommendations.

STORES THAT SELL SOUVENIRS AND COLLECTORS’ ITEMS

Ninja Tip: Does your exec’s loved one have an affinity for snow globes or any other trinket? Let your boss know where he/she can purchase these personal items. Boom. You’re now a hero to your boss.

ATTRACTIONS & ACTIVITIES WITHIN WALKING OR SHORT DRIVING DISTANCE

• Parks and historical monuments
• Museums and theaters
• Fun/quirky exhibits

Ninja Tip: Check out AroundMe for nearby amenities.

There you have it, Ninjas! The Ultimate Exec Travel Packet. Let’s recap:

The Ultimate Exec Travel Packet:

• Travel itinerary
• Luggage tags
• Maps and detailed directions
• Loyalty membership numbers
• Parking info and costs
• Local host contact info
• Local spots to decompress
• Travel dictionaries & phrasebooks
• Protocol for last-minute itinerary changes
• Provide travel itinerary to exec’s family/partner

MEETING PREP

• Brief bios on meeting attendees
• Notes on business etiquette (for international travel)
• Extra business cards
• Locations for small meetings and one-on-one conversations
• Dress code for meetings and social engagements
• Healthy snacks for heavy meeting days

FINANCIAL CONSIDERATIONS

• Corporate credit cards
• Clear, zippered envelopes
• Expense reports or app
• Currency conversion app

LOCAL POINTS OF INTEREST

• Highly reviewed bars and restaurants
• Stores that sell souvenirs and collectors’ items
• Attractions and activities within walking or short driving distance

Do you have any additional items or Ninja Tips to add to the Ultimate Exec Travel Packet? Leave your ideas in the comments section!

I provide full itineraries for any of my traveling staff via PDF to their email. This way, they can have it on their smart phone, iPad, etc., as well as providing copies to family as needed. I post a copy in my office so when someone asks “Where is _____?” I don’t have to go searching. The itineraries always have all flight details, any car rental info, hotel confirmation numbers, any necessary phone numbers, email addresses, addresses for the offices/conference centers, etc. When I have multiple staff traveling to the same place from different locations, everyone has the full itinerary of arriving/departing flights so they know they can meet up at the airport and share a cab or a car. I’ve spoiled everyone with the itineraries. I even do them for myself when I travel.

Spoken like a true Ninja! It definitely sounds like those spoil your team… who knows what they would do if you set them up with some apps too! Do you start each itinerary from scratch for each trip, or keep a template somehow?

I use a 8 1/2 by 11 clear envelope for our CEO and put a copy of his flight itinerary on one side and his hotel on the other. This way he never has to open the envelope but flips from airport side to hotel side until he arrives. When he gets there, he pulls out the hotel portion and behind it is all his papers for his conference/meeting. He slips all his receipts in the envelope throughout the trip and brings the envelope back to me when he returns to fill out his reimbursement. I recently filled out a more detailed one page itinerary for another one of our executives with all her information of where she needed to be – flight numbers, hotel details etc. She preferred this method and I sold her on the clear envelope to carry everything in.

Great tip. Thanks for sharing, Lisa!

This is what I do, Lisa.

This is great! Thank you :)

You’re welcome, Carole! How often do you plan business travel?

Comments are closed.

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How to Plan Business Travel & Business Travel Planning Checklists

• June 4, 2013

Travel Planning for Executive & Administrative Assistants

When I was an executive assistant planning hundreds of trips for my executive over a 20-year period, I thought I did a good job. Most of the time, my executives were pleased. But I really didn’t understand the intricacies of travel until I became an executive and traveled often. For 22 years, I have been traveling; mostly within the United States. I have had a few trips to Bermuda and the Caribbean but not overseas—this is by choice. So, if I think it is tough being a traveler in the United States, just imagine how difficult it is for the executives who travel great distances often—and have to show up for meetings! Being a road warrior is not glamorous like people think. You spend hours and hours waiting in the airport; dealing with changed scheduled; late flights; bad weather; lost suitcases; rides that don’t show up; uncomfortable beds and noisy hotels. I could go on and on about the difficulties of traveling but I won’t. I hope you get the picture. So anything you can do to make your executive’s life easier when planning travel is outstanding!  I am going to share with you, my tips from experience on both sides of the desk on how to plan business travel . 

I often hear executives tell me that they don’t think their executive assistant or administrative assistant is doing the best job of the planning of their travel, even though their assistant has been working with them for years. So this subject is a big deal and one you should pay attention to. Of course, every executive has their preferences when it comes to travel. For me, I always want an aisle seat toward the front of the plane. And I prefer to sit on the left side of the plane, as you enter the plane. Some executives do not want less than a 60-minute layover because they don’t want to run through long concourses. You must know what your executive prefers and cater to that. Also, be warned that their preferences can change. So where I may tell Jasmine don’t let me get into a city later than 5:00 p.m., I may change my mind because it is summer and it will stay lighter later in the day; I have been to this city numerous times and know my way around; I know the client and class and can linger a little longer in the morning before showing up for the class.

I am sharing with you a few things to consider when you plan business travel. There are many more considerations and I will be offering online training on this topic later this year with other pertinent topics to make your life great and make you a more effective assistant. For now, consider some of these points as you arrange for business travel. As you go through my business travel checklist, ask yourself:

• Am I already doing this? If so, are you doing this every time?
• Do I need to do a better job?
• If I’m doing this, why not? How soon can I implement this action? 

Business Travel Itinerary should include:

• Weather report for each day leader will be in the arriving city and other cities he will be visiting during his trip.
• Any issues or events in arriving city that could affect leader’s travel into the city or when he arrives or departs the city.
• Main contact’s cell phone number (for emergencies or in-transit arrival delays or changes).
• At the very top of the first page, have a noticeable box with ALL contacts’ names and telephone numbers. The leader should not have to hunt through the itinerary to locate these if he needs them quickly.
• Frequent Flyer Club Information – locations of clubs at the airport(s).
• Will food be served during the flight? If so, is it a snack or meal?

When traveling for business, a leader should leave the following items home:

• Copy of his/her itinerary (and other important information)
• International trips:  Copy of passport (photo and visa pages) 
• Unneeded credit cards

When booking flights, the assistant needs to consider:

• Layover time—should not be too long but must be long enough for the leader to walk through concourses and make his connection.
• Is this the best time of day for the leader to depart local airport based on when he needs to arrive? 
• Is this the fastest route? Sometimes it is better to wait at the airport for a later flight that is a direct flight then to take an earlier flight with connections and arrive home later than the direct flight.
• Upgraded seating available? When can you check for availability and how many hours before his flight will he be notified—24 hours? 
• What other benefits does leader have with the airlines and his Frequent Flyer status? 

Other business travel preparation tips for an assistant:

• How can I more effectively work with the travel agency to find the most efficient ways to structure leader’s travel given all factors of each trip, i.e., time frames, travel dates, meetings with customers, dinners, time to and from airports, etc. 

o Ask about other options that better suit leader’s requests.

o Do some of your own research about the flight(s) and then speak to the travel agent.

o Tell them to confirm that this is the best, most efficient, most convenient route for leader’s travel.

• Have you thought through the schedule the travel agency gave you? Once the schedule has been identified, think through the entire trip as if you were the traveler—does it make sense? 

What meetings, luncheons, or dinners should be scheduled? (Always think: what, who, when, where)

• Team Dinner

o Who needs to be invited?

o Restaurant, club or other facility?

o Any special communications from you to the team?

• Town Hall Meetings
• Customer Meetings
• Business Colleagues

Restaurant Name: _________________________________________ Address: ________________________________________________ Phone: _________________________________________________ Website: ________________________________________________ Dress Code: _____________________________________________ Type of Meal: _____________________________________________ Guests Attending: _________________________________________

• Leader’s notes, folders, files (soft or hard copies)
• Handouts and other documents
• PowerPoint slides (saved to USB?)

Cash for Travel: Make sure leader has cash a few days before he departs. Here is a suggested list. Find out Leader’s preferences. This will depend on the length of his trip and where he is traveling to. An example is

$1.00 (10 bills) $5.00(6 bills) $10.00 (6 bills) $20.00 (6 bills) $50.00 (4 bills) $100.00 (3 bills) Does leader want Traveler’s Cheques? If so, how much and in what dollar amounts?

• Cell phone charger (or Universal charger) 
• Laptop (and carrying case)
• iPad (and carrying case)
• Spare batteries 
• Lighter (for emergency/power outages at hotel due to storms) 
• Plug adapters and voltage converters
• Trench coat 
• Casual attire
• Business attire
• Workout attire (including tennis shoes)
• Business suit or sports jacket
• Toiletries (place in appropriate baggies if taking a carry-on suitcase) 
• Personal items 
• Medical items:

o Prescription medications o Advil o Tylenol o Sinus medicine o Throat lozenges

• Boarding Pass
• Business cards
• Pens and/or special notepads or portfolio for writing

NOTE : Carry-On Baggage Although there is no regulation for common items such as clothing, reading materials, cameras and laptop computers, the TSA regulates the number of liquid items, such as toothpaste, shampoo and bottled water, permitted in carry-on luggage. Travelers must pack their liquid items in a single, clear quart-size bag. Each item in the bag must be in a 3.4-oz. or smaller container. Airline passengers can also take small scissors, those with a 4-inch or shorter blade and tools that are 7 inches or shorter with them on the plane, although larger tools are prohibited.

Departing leader’s home first day of travel: Town car service to the airport and schedule the pickup for the leader when he returns home. – Times (allow sufficient time get to the airport; are certain days busier at departing airport than others, such as Monday?) What times of day are busiest for driving to the airport?

Arriving City: Town car service (driver needs to be there when leader arrives) If yes, where is driver meeting leader? – Bottom of escalators – At baggage claim – Curbside Does leader need to call the driver upon his arrival?

Will the driver be holding a sign with his name on it near baggage or at the baggage carousel? Or will the name card be placed in the car window for the leader to see curbside?

Taxi pick up – Where are they located? Is there a taxi booth or does leader just step outside to the curb?

Will an individual be picking up the leader from the airport? If so, provide all details.

Car rental? If yes, provide all details.

Travel time (not miles) to destination: ________________

Hotel Information: Name: ________________________________________________________________ Phone #: ______________________________________________________________ Address: ______________________________________________________________ Website: ______________________________________________________________ Confirmation #: ________________________________________________________ Cancellation Policy: _____________________________________________________ Non-smoking room: _____________________________________________________ Room type: King or 2 Queens/2 Doubles ____________________________________ Prefers room be located away from the elevators and very end of hallway Does Leader prefer certain floors (lower vs. higher in case he has to exit for fire) Internet Service – Free – Charge at $ __________ per day (or 24 period) Concierge Floor requested Yes ____ Hours of operation __________________ No ____ Exercise Facility In Hotel – Where in the hotel? – Hours of operations Reciprocal club near hotel? Pool Indoor Outdoor Restaurant(s) in the hotel: Full-service restaurant(s) Café only

Restaurants within walking distance (full-service/fine dining vs. casual)

Nearest Pharmacy Name ________________________________ Phone # ________________________________ Hours ________________________________

Emergency Medical Information for International Travel: provide details

Transportation from Hotel to and from Scheduled Meetings/each day: Date:

Mode of transportation:

Time of departure from hotel:

Who will be meeting leader? Exactly where will they meet leader once he arrives? What time?

Don’t just plan travel— try to imagine that you are taking this trip. You want every detail covered. If you support a female traveler, safety and security will be their #1 concern. Good luck. I hope you feel like you have some good checklists started to help you plan better business travel for your executive now.

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Free Itinerary Templates

By Kate Eby | February 28, 2018

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An itinerary is essentially a schedule that can aid in organizing travel plans, conferences, meetings, and other events. Itineraries are most commonly used for business trips and personal travel to provide a record of important details, such as transportation and lodging information, business meetings, tourism plans, and emergency contacts. Whether you’re embarking on a business trip or family vacation, an itinerary can help you plan ahead, pack appropriately, and prioritize activities in order to save time while traveling. To make your process even more efficient, below you’ll find free travel itinerary templates, planning checklists, meeting itineraries , and other templates for Microsoft Excel and Word, PDF, and Google Docs. All of the templates are professionally designed and easy to use, and you can print them to provide a hardcopy during travel or to utilize in a meeting.

Business Itinerary Templates

Business travel itinerary template.

Keep track of flight information for both departure and return trips, accommodations, rental car details, and meetings or events with this business travel itinerary. You can plan for multiple travel dates, and the template is designed with alternating colors for an easy-to-read layout.

‌ Download Business Travel Itinerary Template

Business Trip Checklist Template

Customize this checklist template by adding tasks that need to be completed and items to pack on a business trip. Using a checklist can help ensure that important items are taken care of and that nothing is overlooked. It’s a simple planning tool that can have a big impact on the outcome of a business trip.

Download Business Trip Checklist Template

Excel | Smartsheet

Simple Business Trip Itinerary

This blank itinerary template offers a basic format that can easily be customized for a specific trip. Create a multi-day itinerary that covers transportation, lodging, meetings, and any other travel details that you want to keep track of. Consider adding hyperlinks to locations, such as hotels and restaurants, so that you have a record of online resources while traveling.

Download Simple Business Trip Itinerary 

Business Trip Report Template

A business trip report typically follows a memo format and provides a summary of the purpose and results of a business trip, including recommendations or follow-up actions that need to be taken. This is different from a business trip expense report, which is used to keep track of travel expenses for reimbursement. You can save and print the template as a Microsoft Word or PDF file.

Download Business Trip Report Template

Word  |  PDF  | Smartsheet

Travel Agency Planning Form

Travel agents can use this form to collect information from clients and create travel plans. Edit the template to include whatever details are relevant for the client and the type of trip, such as flight preferences, travel insurance options, lodging information, or discounts offered. Create a record of client information for future reference.

Download Travel Agency Planning Form

Word  |  PDF

Flight Itinerary Template

Multi-flight trips can be complicated, but a simple template can help prevent you from feeling overwhelmed. This Excel itinerary template will help you keep track of flight info so that travelers have all the details on a single spreadsheet. Enter your flight numbers, airport locations, and departure and arrival times for each leg of your journey, including layovers.

Download Flight Itinerary Template

Excel  |  Word  |  PDF

Vacation Itinerary Templates

Vacation itinerary template.

Plan a quick three-day trip, a five-day getaway, or a longer vacation with this comprehensive itinerary template. You can make and record plans for each day of your trip, including restaurant reservations, entertainment ideas, transportation, and nightly lodging. This provides a detailed look at your daily itinerary as well as an overview of the entire vacation.

‌ Download Vacation Itinerary Template

Vacation Planner Template

While creating a vacation itinerary requires advance planning, doing so allows you to relax and enjoy your trip without having to make arrangements while traveling. This vacation planner template is designed to help you compile information, compare options, and then create an itinerary based on what you discover. It can be used for planning a variety of trips, from family vacations and reunions to student field trips or travel for sports team competitions.

Download Vacation Planner Template

Excel  |  Word  |  PDF

Travel Day Planner

Use this Microsoft Word itinerary template to create a schedule for outings and events on a single day. Keep track of items to bring, restaurant locations, tourist attractions, and important notes. You can create your own easy-to-carry guide to follow throughout the day, and stick to your travel plan or make adjustments as you see fit.

Download Travel Day Planner

Family Vacation Itinerary Template

This itinerary template is designed with families in mind, and provides sections for listing all of the important trip details, which may include traveler names, medical info and contacts, other emergency contacts, and travel plans. Keep track of activities that your family plans to enjoy along with any corresponding details you want to document, such as cost, location, or advance tickets.

Download Family Vacation Itinerary Template

Excel  |  PDF

Travel Planning Checklist

Create a simple checklist for planning a personal trip or vacation. This template includes sections for adding items to complete at work, arrangements for home and pet care, a packing list, and other tasks. A to-do list can provide organization and accountability before you leave for a vacation.

Download Travel Planning Checklist

Meeting and Event Itinerary Templates

Formal meeting itinerary template.

Keep meetings on track with this organized itinerary that shows topics to be covered, presenter names, and the time allotted for each agenda item. You can also record the names of everyone in attendance, the meeting objective, and the location. This is a Google Docs template that can be modified to suit your particular organization and easily shared with team members.

Download Formal Meeting Itinerary Template

Word | Smartsheet

Meeting Minutes and Itinerary

This meeting itinerary template for Word provides a traditional layout with room to record minutes. Customize the template by adding a business logo or editing the items included in the itinerary. The template also includes a signature line for secretary approval.

Download Meeting Minutes and Itinerary

Weekly Staff Meeting Itinerary Template

Plan your weekly staff meetings and share the itinerary with attendees in advance. The agenda includes an overview of weekly achievements, progress updates, action items to discuss, and scheduling info for the next meeting. This template provides a roadmap to follow during the meeting and can also serve as a record of what was covered.

‌ Download Weekly Staff Meeting Itinerary Template - Word

Event Itinerary Template

Create a simple itinerary for a conference, workshop, fundraiser, or other event with this schedule template. You can show activities that occur in different locations simultaneously, such as different speakers at a conference, and display the starting and ending time for all activities. Use this template to plan a single or multi-day event.

Download Event Itinerary Template

Excel  |  PDF

Tips for Planning a Business Travel Itinerary

Some companies hire a corporate travel planning service to manage trip planning, booking, and emergency services. However, small businesses and independent consultants can simplify their travel planning by keeping a few tips in mind.

• Begin Planning Early: While some trips occur with short notice, you should aim to start planning a month in advance (if possible) to reduce stress and ensure that you get the services you need at the best rates available. Schedule any business meetings before securing transportation, lodging, and other travel details. It can also be helpful to arrive a day or two early to give you time to get organized and recover from jet lag.
• Bring a Backup Itinerary: Mobile devices, cloud-based storage, and the global availability of Wi-Fi make it easy to access documents from anywhere. But technology can fail, and devices can be lost or stolen, so it’s wise to print a hardcopy of your itinerary to bring in your carry-on luggage. If you’re traveling overseas, consider emailing a copy of your itinerary to your local contact as well.
• Check the Weather: This may seem obvious, but in some locations and at certain times of year, you may need more than your typical business attire in order to be prepared and comfortable. Before packing, check the weather forecast for your destination.
• Confirm Arrangements: Verify that a hotel will provide all the services you will need before booking. Once arrangements have been completed — but before setting out on your business trip — confirm lodging and other travel details to ensure that everything is in order and your itinerary is accurate.

Creating an organized itinerary will give you a map to follow during your trip so that you can focus on business engagements and other work responsibilities.

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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The Vacationer • Travel Guides • Travel Tips

The Ultimate Travel Packing Checklist for 2024 and the Best Vacation Packing Tips (Printable)

Before taking a vacation, it’s a good idea plan. In addition to planning your itinerary, you also need to figure out what you will pack. Taking the time to sort out what you need to bring before you leave is an excellent way to prepare well for your trip. If you haven’t traveled in a while or you feel like you’re always missing essential items when you travel, this travel packing guide may help. Are you taking a trip soon? Here’s what you need to know before you pack for your next trip or vacation.

Table of Contents

What to Consider Before You Pack

Before you begin packing, it’s best to think more about the trip you will be taking. After all, not all trips are the same, and some trips may require different items.

Here are some things to consider:

• What bags to bring: Your travel plans and airline’s baggage policy may dictate what bags you bring. Knowing what bags you plan to bring before you begin packing is a must. That way, you can strategize and not overpack based on the luggage space available. 
• Number of travel days: You want to have plenty of clothes and essentials for your entire trip. Make sure that you pack plenty of items for the number of days you plan to travel. If you’re staying in a home rental with laundry facilities, you may be able to pack less and do laundry during your trip. If you prefer to pack light, check to see if you’ll have access to laundry facilities or if there is a laundromat near your accommodation. 
• The weather situation: You want to make sure that you pack clothes that will be comfortable for the weather. Check the expected temperature, see if there will be rain or snow, and let this information guide you when packing. If you don’t pack appropriate clothing and gear, you may have to spend money when you arrive or risk being very uncomfortable. If you have room, bring a compact umbrella.
• The type of trip you plan to have: Your planned activities and travel style will also dictate what you need to pack. If you’re all about comfort and hope to lounge around a lot, you may not need to pack many dress clothes. If you’re an adventure seeker who plans to participate in recreational activities, athletic attire and appropriate shoes are necessary. 
• What you can buy at your destination: Some items may make more sense to buy at your destination. For example, if you’re only bringing a carry-on bag, you might decide to buy a bottle of full-size sunscreen after you arrive. When creating your packing list, note items that you can easily buy at your destination to avoid wasting space.

The Vacationer Tip

Review your airline’s baggage policies before packing. Here are polices for some of the top airlines.

– American Airlines Baggage Policy – Delta Air Lines Baggage Policy – Spirit Airlines Baggage Policy – United Airlines Baggage Policy

How to Decide Which Items to Put in Which Bags

When it comes time to pack for your trip, take some time to think about which bag each item will go in; for example, if you’re planning to check luggage, some things may make more sense to go in your checked bag rather than your carry-on bag. Additionally, some items may not be allowed in your carry-on bag—such as full-sized liquid products.  

If you take any medication or have other essential items that you’re packing, those items should stay close to you—such as in a carry-on bag or personal item, like a backpack or purse. Checked bags may get lost or delayed, and you don’t want to be without essential medications or other necessary items. If you’re packing medications, the TSA recommends they be clearly labeled. 

As you pack your carry-on bag, It’s also a good idea to bring at least one change of clothes with you. If something happens to your checked baggage, you’ll be thankful that you have some clothes to change into after traveling. 

If you’re traveling with a laptop or another electronic device, like an iPad, keep those items in an easy-to-access place (like upfront or in a laptop pocket). These items will need to be removed from your carry-on bag, purse, or backpack during security screening. If they’re not accessible, it will take you longer to get through security, and you’ll hold up the line.

Further Reading: Carry-On Essentials for Flights and Best Carry-On Luggage

Packing Liquids

As you prepare for your trip, don’t forget to consider which liquids you’ll need to bring. If you’re bringing some checked luggage, you’ll need to consider which liquid items will go in your checked bag vs your carry-on luggage. 

If you plan to pack liquids in your carry-on bag, they must be in containers that are 3.4 ounces or less. They also need to fit in one quart-sized resealable bag. If you’re traveling with multiple people, each person can have one quart-sized resealable bag with appropriately sized liquids. Ensure that all containers are sealed well, so you don’t have a mess all over your suitcase and belongings. 

When you go through the security screening process at the airport, you’ll need to remove your bag of liquids and place it in a bin; You do not have to remove your liquids if you have TSA PreCheck or Global Entry . To conserve space, focus on packing liquids that you need. Most hotels and some home rentals provide essentials like shampoo, conditioner, and soap. Before packing, check to see what will be provided at your accommodation.

Packing Shoes

Most people plan to bring more than one pair of shoes when traveling. If you have several pairs of shoes that you want to bring, you may be worried about wasting space. But if you’re strategic, you can pack several shoes and make it work. 

One way to save on space is to use the empty area inside your shoes to your advantage. You can fill your shoes with smaller items such as socks, underwear, and belts. If you’re worried about dirty shoes, put disposable shower caps on the bottoms of your shoes. If you don’t have these, you can use smaller plastic bags to protect your clothes from dirt.

Ideas to Maximize Space

If you’re looking to maximize the space that you have available, you may be wondering how to pack your items to save room. Here are some techniques that may help: 

Packing cubes: Some travelers use packing cubes for their clothing items and accessories. These cubes can help by slightly compressing your items, so they take up a bit less space in your bag. If you’ve never tried packing cubes, it may be worthwhile to give them a chance. 

Rolling instead of folding: Another option to consider is rolling your clothes. This does take time,  but you may find that you’re able to fit more items in your bag this way. Just make sure that you remember to roll your clothes back up when packing up to head home. 

Choose versatile clothing items: You can also save on space by strategically choosing which clothing items you bring. Consider packing versatile clothing items that work well for multiple outfits. As an example, packing clothing with neutral colors is a great idea. You can wear items multiple times without it looking obvious. Doing this will make it easier to mix and match outfits, and you may find that you can pack fewer items. 

Buy some items at your destination: If you only have so much space to work with, buying some things at your destination may be the best bet. Make sure that you consider cost and availability before choosing to do this.

Suggested Vacation Packing List

Having a packing list can help you make sure that everything you need makes it into your suitcase. If you’re forgetful, printing out your list and checking off each item as you pack is recommended. Here’s a suggested packing list to follow as you prepare for your next trip:

Here are our recommended clothing and apparel items to pack.

Shoes and Accessories

Here are our recommended shoes and accessories to pack.

Here are our recommended toiletries to pack.

Miscellaneous

Here are our recommended miscellaneous items to pack.

Comforts for travel (suggested to pack in personal item)

Here are our recommended comfort items to pack.

Tips for success

With proper planning and good organization, you can ensure that you pack everything that you need for your upcoming trip. The following tips can help you have more success: 

• Make a packing list and check each item off as you pack . It may seem silly, but this practice can help you avoid forgetting must-have items. You’ll be glad that you have what you need.
• Start with your must-have items. As you begin to pack, start with essential items. This way, you don’t forget to bring what you truly need. 
• Keep items packed up. Once you check an item off your list, ensure it stays in your packed bag. If you remove something and forget to make a note, you may end up leaving without it. 
• Don’t forget masks. When traveling during the pandemic, you’ll want to bring plenty of masks. Mask requirements vary by destination, and you want to make sure that you have what you need before you arrive. 
• Know your airline’s baggage rules. If you bring an overweight or too-large bag, you may get stuck paying extra fees. Check your airline’s sizing and weight rules before you begin packing, and double-check the weight once your bag is all packed up.  
• Consider wrinkles when choosing clothing items. Some fabrics are more wrinkle-resistant than others. If you don’t have access to an iron or a dryer, (I’m not the only one that de-wrinkles my clothes this way, right?!) try to pick materials that are less likely to get wrinkled. 
• Wear bulky items. Bulky items take up a lot of space and weight. If you plan to bring a bulky winter jacket or boots, for example, wear them on the plane. You’ll have what you need without taking up space and weight in your bag. 
• Do laundry while traveling. If at all possible, do laundry while traveling. Whether you stay in a home rental with laundry facilities or stop at a laundromat, this can help reduce the number of clothes you need to pack.
• Don’t overpack. It can be easy to overpack accidentally. Focus on what you truly need instead of bringing “maybe” items.
• Ensure your house is in order. Before leaving, make sure all of your lights are off and your alarm system is set if you have one. Other things to do include watering your plants, taking out the trash, setting automatic pet feeders, and notifying your credit card companies of your travel.

Yes, you can travel with liquids. Liquid containers must be no larger than 3.4 ounces, and all liquid containers must fit in one resealable quart-sized bag. If you want to bring larger liquid items, they must be packed in checked baggage.

Experiment with different methods of packing. Some travelers find success using packing cubes, while others find better success rolling their clothes. The more you experiment, the better you’ll get at maximizing space.

Make a packing list and check each item off as you put it in your bag.

Consider keeping electronics, valuables, money, your passport, essential medicine, and a change of clothes with you. If your checked baggage gets lost or is delayed, you’ll have what you need with you.

While you can do this, it’s recommended that you don’t put valuables in your checked baggage. Instead, place them in your carry-on bag or personal item. Putting valuables in a purse or backpack under the seat in front of you is best because it will be near you. If you place valuables in a checked bag, they could be stolen.

The Vacationer’s Final Thoughts

Don’t leave your packing until the very last moment. If you do this, you may be unprepared once you arrive at your destination. With proper planning, packing can be easy and quick. Follow the tips above for the best success as you begin to pack for your trip. See our beach vacation packing list for more specifics if you will be vacationing near the ocean or a lake.

By Natasha Gabrielle

Natasha has been a freelance writer since 2015. She specializes in writing travel and credit card rewards content. When not busy writing, she’s either dreaming up her next credit card rewards redemption or traveling the globe. Her goal is to encourage more people to experience the world around them while making smart money choices.

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We have groups of items of many different categories from the pre-trip preparation to clothing to electronics to specific trips such as business, ski, scuba diving, camping, golf, beach trips.  Our groups and items have been refined over many trips and with input and suggestions from our many users!

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Groups descriptions, travel planning.

These are travel planning checklist items such as checking for travel warnings, renewing your passport, and checking entry requirements for visas.  These items take a little bit more time to do and have a big impact on your trip so you would need to do them as soon as possible.

Pre-Trip Preparation

These are pre-trip preparation items that you would do prior to your trip such as putting your mail on hold, arranging for someone to look after your house or your pets.

Just Before You Leave

These are items that you would do in the day or so prior to your trip.  These are things such as throwing away any perishable food, setting up lights on timers, turning on your out of office on your email, watering your plants, take out your garbage, etc.

Identification and Paperwork

These are items related to identification and paperwork.  These include key items such as passports, birth certificate, travel insurance, cash, and credit cards.

These are items related to what you want to pack in your carry on bags.  These include key items such as passports, ear phones, neck pillow, etc.

Suitcases and Bags

These are suitcase and bags items.  These are items such as large suitcase, carry-on suitcas, toiletry bag, golf bag, and luggage cart.

Womens Clothes

These are Womens Clothes items such as fitted jackets, blouses, sweaters, jeans, skirts, etc.

Mens Clothes

These are Mens Clothes items such as t-shirts, sports jackets, pajamas, neck ties, shorts, jeans, etc.

Cold Weather Clothes

These are cold weather clothes items for when you take trips to cold weather destinations in the winter.  These items include scarfs, thermal underwear, knit cap, and gloves.

These are footwear items.  We have footwear items for all occasions such as walking shoes, dress shoes, high-heel shoes, cowboy boots, slippers, etc.

These are outerwear items.  Depending on the climate of where you are travelling to you will need different outerwear.  These include items such as parka, jacket, windbreaker, or hoodie.

These are swimwear items that you would take on your trip if you are going on a beach or go swimming.  These are items such as bathing suites, swim goggles, towels, etc.

These are headwear items.  Depending on where you are going will make you decide on what headwear to bring.  These are items such as baseball capes, knit caps, sun hats, and headband.

These are eyewear items.  Whether or not you need corrective lenses, you will probably have eyewear.  These are items such as eye glasses, contact lens, sun glasses, etc.

Bathroom Kit

These are items that you would bring as part of your bathroom kit.  This includes items such as soap, makeup, shampoo, conditioner, dental floss, toothbrush, hair brush, nail brush, hand lotion, etc.

These are items that you would bring to do your makeup.  This includes items such as eye liner, foundation, etc.

These are jewelry items that you would consider bringing on your trip.  These are things such as rings, necklaces, bracelets, earrings, and watches.

Electronics

These are electronics items.  These are things such as your iPhone, phone charge, Android phone, tablet computer, iPad, laptop computer, flash drives, Kindle, etc.

Photography Equipment

These are photography items.  These are items that you would take if you are going to take photographs with something other than your camera.  This includes digital camera, memory cars, tripod, lenses, lens clothes, etc.

Medical Supplies

These are medical supply items.  These are items such as prescription medications, bandages, aspirin, ibuprofen, antacid, vitamins, sunscreen, wheelchair, etc.

Assorted Items

These are assorted items that you may want to take on your trip.  These are things such as pen, paper, laundry soap, umbrella, sewing kit, books, corkscrew, bible, etc.

These are items that you would take if you are travelling with a baby or young child.  These are items such as baby clothes, diapers, wipes, baby powder, bibs, diaper bag, baby wash, sippy cups, car seats, etc.

Business Travel

These are items related to business travel.  These are items such as briefcase, presentation materials, merchandise saples, business cards, laptop computer and cables, etc.

Running Wear

These are running wear items that you may want to take on your trip if you will be running or jogging.  These items include running shoes, running socks, sweat pants, running shorts, etc.

Sun Destinations

These are items that you may want to take with you if you are travelling to a sunny destination or going to the beach.  These items include things like beach towels, snorkel and mask, beach umbrella, drink cooler, beach mat, coverup, etc.

Ski Destinations

These are items that you may want to take with you if you are travelling to a ski resort or going skiing.  These items include things like skis, ski poles, ski tickets, helmet, ski jacket, ski pants, thermal underwear, etc.

Camping Supplies

These are items that you may want to take with you if you are going camping.  These items include things like sleeping bags, pillow, tent, cot, food, utensils, cooler, chairs, etc.

Golf Equipment

These are items that you may want to take with you if you are going golfing on your trip.  These items include golf clubs, golf bag, golf cart, golf balls, golf shoes, etc.

Scuba Diving Equipment

These are items that you may want to take with you if you are going scuba diving on your trip.  These items include mask, fins, booties, wetsuit, weights, BCD, air tanks, dive knife, etc.

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The complete guide to corporate travel planning

8 steps for making travel arrangements for your boss, how to make travel arrangements as a secretary in eight steps, 1. communicate to create a successful travel experience.

• Clarity : maintain up-to-date details of all travel plans
• Support : ability to reach out for help at any point, particularly for changes
• Time management : quickly taking care of administrative tasks while on their business trip
• Personalization : getting the travel experience that suits their needs
• Bleisure: a sprinkle of leisure activies outside of business hours for the traveler to unwind and make the most of their trip

2. Find a travel management tool to arrange travel and accommodation

How to book transport for your boss, get exclusive rates on hotels with travelperk, how to book accommodation for your boss, 3. have a point person for itinerary changes in the eleventh hour, 4. help prepare your executive's cell phone, 5. keep track of your traveler’s preferences.

• Frequent flyer programs in use
• Transportation and seating preferences (window, aisle, forward-facing)
• In-flight meal preferences (especially any allergies!)
• Contact details of important people they would like to have a copy of their itinerary

6. Simplify travel expenses reporting

7. prepare an in-depth travel itinerary for your boss.

• Break down each day and walk through activities
• Note booking confirmation numbers and contact numbers for car rentals
• For flights, include airline phone numbers, the terminal's address, confirmation numbers, flight numbers, seat reservations, and any membership numbers for loyalty programs
• Specify platforms for train journeys where possible
• If you have any pre-booked car services, include these details and the contact numbers for the driver and the company
• Include the address of their specific hotel and the contact details for the front desk in case there are multiple hotels with the same name
• Note check-in and check-out times for hotel stays: very important!
• Add your boss' meetings to this itinerary, noting the attendees and objectives of each
• To go the extra mile: include LinkedIn photos of meeting attendees to ensure a warm greeting
• Highlight any periods where your boss has free time
• After you have completed the itinerary, save it as a PDF and email it to your boss

8. Go the extra mile

• Luggage tags
• Business cards
• Talking topics and contact details of the local host (client or office manager)
• Healthy, travel-friendly snacks
• Restaurant recommendations based on their preferences s - you can even use a concierge service like TravelPerk to secure reservations
• Tips for how to spend any downtime. Be sure to highlight options that require tickets and book these in advance
• Travel adapters and surge protectors

The ultimate executive travel arrangements checklist

Establish the key markers for success.

• Ask your boss what needs to happen to make this business trip a success
• Make arrangements in line with their priorities
• Ask for feedback on their return to improve future plans

Find a travel management tool

• Select a travel management solution that has a mobile app so execs can keep track of their itineraries and receive updates on the road
• Use automation features to help choose accommodation and transportation within corporate travel policies
• Cross-check options against your boss's personal preferences
• Use Hotel Wi-Fi Test to check connection speeds
• Check reviews (even better if you can hear from colleagues)

Suggest your boss downloads the following apps (or similar)

• TravelPerk: to access itineraries and receive updates on the go
• A currency converter app, such as XE currency converter
• A translation app, such as Google Translator
• Any hotel apps relevant to their stay
• Recommend your exec takes advantage of apps’ offline features when needed.

Keep track of your executive's preferences and necessities

• Any frequent traveler programs in use
• Transport seating preferences
• In-flight meal preferences
• Any hotel preferences or loyalty programs
• Allergies, intolerances, and food preferences
• Late checkout needs
• Extra legroom preferences
• Transportation preferences (trains, car rentals, flights, etc)
• Contact details to send itinerary to designated loved ones

Prepare all documentation

• Check passport is in date
• Double-check any travel visas
• Print car/travel insurance information
• Print any COVID-19 travel documents (vaccination certificates, test documentation, etc) TravelPerk’s travel advice board is a good resource to use for this.
• Prepare and print an in-depth itinerary: including meetings and other planned activities

Prepare the "little" extras to go the extra mile

• Backup luggage tags
• Extra business cards
• Talking topics and contact details of local hosts
• Preferred snacks for the road
• Restaurant recommendations they’ll love
• Travel tips for any free time
• Downtime activities: massages, gym passes, spas, etc.

Keep all travel details in one place offline

• Create a PDF document for each trip
• Ensure your boss has printed copies of their in-depth itinerary
• Consider a travel app to keep this all in one place for you

Prepare for expense reporting

• Speed up reimbursements by downloading a receipt management app such as Yokoy or Spendesk
• Keep a digital copy of your travel expense policy handy— or use a travel management app to do it for you!
• Keep any paper-based receipts as a backup. Providing a physical receipt wallet is a good reminder for your exec to do this

Making travel arrangements for executives as simple as possible

Happy booking.

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Travel Planning Checklist: 10 Essential Steps

It’s important to use a travel planning checklist to help you stay focused and organized from start to finish.

Here are 10 Travel Planning Tips we use to that include: selecting the destination and travel dates; booking the flights and accommodations; setting a budget; and more!

Plus you’ll find US vacation ideas, printable packing checklists, travel snack ideas, and more!

Planning a trip can be a daunting task, but it doesn’t have to be. With the right travel planning checklist, you can make sure you’re prepared for any adventure.

With this guide, you’ll never forget an important item or overlook an important detail again!

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Travel planning checklist: 10 important steps.

From booking flights and hotels to researching destinations and packing the right items, having a comprehensive checklist is essential for any traveler.

Here are the 10 steps we recommend for planning your next vacation!

1. Select The Destination

Many people have a bucket list of places they want to visit. Create a list for yourself and highlight your top choices.

The remaining steps on this list will help you research things like the best times to visit and estimate the cost of all travel-related expenses for your dream destinations. This will help you narrow down which trip is best based on the various parameters.

TIP: If you are flexible, the best way to travel on a budget is to take advantage of online deals.

You can get discounted package deals to amazing locations if you aren’t constrained by certain travel dates, or set to visit a certain location. Also, last-minute deals can save you even more, but you have to be available to travel on short notice.

CHECK OUT: US Travel Destinations we recommend!

• USA Road Trip Bucket List Ideas
• California Bucket List Ideas
• Oregon Bucket List Ideas
• Utah Bucket List Ideas

2. Finalize the Dates

The hardest part of planning a trip is determining the dates of travel. Many travelers only have a set amount of time and must plan around breaks from school or slow times at work.

Once you know the number of days allotted to the trip, remember to calculate travel time for getting there and back. This will let you know how many days you have to spend at the destination.

The dates you select will influence where you can travel at that time. For that beach getaway in the winter, find locations that have summer weather during your winter.

If you have a specific destination in mind, but don’t want to travel during peak season, you will need to plan your dates around that time.

When your travel must be planned around specific dates, there will always be unique experiences for any time and season.

Remember, if your dates and destination are flexible, take advantage of online deals.

• Spring Vacation Ideas
• Summer Vacation Ideas
• Fall Vacation Ideas
• Winter Vacation Ideas
• Best US National Parks to Visit by Month

3. Research the Costs

Determine the style of travel you want for the trip. Will you fly, drive or take a train? Will you camp or stay in a luxury resort? How often will you eat at restaurants? For local travel will you rent a car, use taxis or walk? What tours or excursions will you do?

Account for the various expenses for each part of the trip.

Documentation & Vaccinations – What documentation and vaccinations do you need for each location? Timing is everything when it comes to these items.

Transportation – Consider airfare, airport parking and transfers, train ticket, rental car, fuel expenses, taxi, subway, etc.

Accommodation  – The key is finding the type of accommodation that best suits your needs without overextending your funds. If you’re traveling with a big group, renting a condo can sometimes be less expensive than renting several hotel rooms. Condos include cost-effective amenities like kitchens and refrigerators which reduce meal expenses. Find hotels that offer a continental breakfast every morning which accounts for one less meal each day.

Food – Except for all-inclusive resorts where meals are bundled with your room rate, you’ll need a generous budget for food. Include gratuity into the cost of eating at restaurants. Cut the food budget, and eat healthier meals, by using the fridge and microwave in your hotel room to prepare ‘almost home cooked meals’. Remember to include the expense of snacks and drinks. Take an extra banana or muffin from the free continental breakfast and save it for later. If you have a fully equipped kitchen in a condo, budget for groceries the same way you would at home.

TIP: Purchase drinks and snacks at local supermarkets instead of a hotel shop or gas station, prices are lower and they offer more healthy food options.

• Road Trip Snacks and Food
• Healthy Road Trip Snacks
• Road Trip Snacks for Adults
• Road Trip Snacks for Kids
• Portable Travel Snacks

4. Book Your Flight

There are many so many tips for finding cheap flights. I’ve summarized my favorites here.

Sign Up for Email Alerts –  Prices change as much as 3 times per day. Sign up for newsletters and deal alerts at the airline website or social media page to find out about sales in advance. Also consider signing up for price alerts to monitor a particular flight route and see when the price fluctuates to ensure you book at the cheapest price.

The best time to buy – Yes, you can play the waiting game and follow the research that suggests you book flights 47 days, that’s 7 weeks, in advance to get the best price (with the exception of flash sales and deals). But I suggest that if you know you have a set itinerary, and can’t be flexible with dates or location, it really is best to book your flight immediately.

Book ASAP for Holiday Travel –  Travel during a peak holiday season is serious business. Book your airline tickets immediately. Do not wait! Seriously.

Travel on Tuesdays, Wednesdays and Saturdays –  Flying mid-week is usually the cheapest time of the week to fly. Sundays are typically the most expensive day to fly.

Buy on Tuesdays and Wednesdays –  Mid-week is known to be the best time to purchase airline tickets.

Use recommended resources – Use a booking company you know is reputable.

TIP: Save money by searching multiple booking sites and comparing flight prices. Your favorite site may not offer the best deal.

5. Book Your Accommodations

The type of accommodation you select is based on how much you are willing to pay and the level of comfort you want. Options include hotels , hostels, rental apartments/condos ( VRBO and Airbnb), B&Bs, campgrounds and more.

Start with your preferred search site, research two or three other websites, and finally check the hotel’s website or call as hotels will often match rates. 

READ THE REVIEWS.

TIP: Only spend 30 minutes of your time booking a hotel. The price variation between sites isn’t worth hours of your time trying to save a dollar or two. The larger booking sites have their own loyalty reward programs. If you consistently use one site, the rewards might be worth it to stay with that site, even if it isn’t the cheapest option.

We like to use Hotels.com because of their book 10, get 1 free program.

6. Buy Travel Insurance

The decision to buy travel insurance is based on these 2 factors: financial risk and medical concerns.

Are you concerned about losing money due to canceled trips, interrupted trips, lost bags, delayed trips, or medical expenses?

Are you leaving your home country where your insurance from home won’t cover you for accidents?

We recommend reading Travel Insurance Review  to get a better understanding of travel insurance and the many coverage options. Do your research on the various companies to help you select the company and plan that meets your needs.

TIP: Don’t waste money and be over-insured when travel insurance is unnecessary. BUT you’d be surprised what types of situations arise where travel insurance would be VERY helpful.

MUST-READ stories why travel insurance is a good idea !

3 situations when Travel Insurance is NOT necessary

Last-minute domestic trips : Since you have not pre-paid any non-refundable trip costs, you are not concerned with trip cancellation or interruption coverage.

Since you are within the U.S., your health insurance plan will cover you for any emergency medical situations.

Buying travel insurance would give you coverage for lost baggage and travel delays, but these coverages alone might not be worth the cost of a plan.

Cheap domestic trips : When you get a super deal on your flight and you’re staying with family members, you don’t have much money at risk.

Travel insurance is best used when your pre-paid and non-refundable expenses are more than you are willing to lose.

Again, you are missing out on coverage for baggage and delays, but these coverages alone might not be worth it.

If you can afford to lose your pre-paid trip expenses : If you can afford to lose the money, skip the insurance.

As stated above, travel insurance is best used when your pre-paid and non-refundable expenses are more than you are willing to lose. If you only have a few hundred dollars at risk, you can afford to ‘self-insure’ this risk.

7.  Research Local Transportation

Before you arrive at your destination, know how you will get from the airport to where you are staying.

A shuttle bus is a good value for being dropped right at your doorstep.

A cab will take you right where you need to go but is more expensive if you don’t have 3 or more travel companions.

Public transport can often be the cheapest, but not always the easiest to map out the bus or train route in addition to walking directions to your hotel from the stop.

8. Plan Your Itinerary

This is the FUN part! Create your itinerary to match your travel style.

Do you enjoy getting to know a location by visiting museums and historical points of interest? Do you prefer adventure activities like hiking, scuba diving and bungee jumping? Are you interested in the photography opportunities?

Customize the itinerary based on the time that would be required for the places you visit.

Search for activities and tours online. We use sites like Viator and TripAdvisor to see what activities are offered in the city we are visiting.

Sometimes it may be cheaper to book directly with the tour company. Once we know the activity we want to do, we then Google search, for example, ‘river rafting in Moab’. This will list the local companies that offer that activity so we can compare prices.

9. Create a Budget Plan

Calculate the costs for each destination based on the items above. There is usually one that is best based on travel style, available dates and cost.

If you have the estimated cost available to pay for the trip now, book it! If not, make a budget plan.

Divide the total cost of the trip by 6. Is that an amount you could set aside monthly? If so, that’s your six month budget. If you need a little bit more time, divide that total cost by 12 for a lower monthly savings to take the trip in one year. If you’ve planning a vacation where you really want to splurge, you may need to divide the total cost by 24 to give yourself two years to save.

10. Save Multiple Copies of Documents

It’s always a good idea to have printed, scanned/photographed and email copies of your documents and reservations.

There may be times you can’t access information on your device due to poor connectivity. 

Important documents include your passport, travel insurance card, tickets and confirmations of your bookings.

Follow this list to help you stay organized as you plan your next adventure!

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Issue: July / August 2015

An Admin’s Guide to Travel Planning

By Julie Perrine / July 25, 2015

From apps to stats, Julie Perrine takes us on a journey and shares her guide to travel planning

As an administrative professional, it’s your responsibility to make your executive’s professional life easier. This probably isn’t an issue when your executive is sitting nearby at their desk, but it gets a little more complicated when he or she has to travel.

Making travel arrangements for your executive and keeping him or her as productive and stress-free as possible on the road requires planning. There are a lot of details to figure out, reservations to make, and schedules to coordinate. And even if you plot out every last detail of the trip, there’s still no guarantee your executive won’t experience a travel snag. So the best thing you can do is be as organized as possible, and be ready to solve travel problems in the moment.

But how do you do that?

These best practices will help make the travel planning process before, during and after a trip as simple and stress-free as possible.

Develop travel planning templates and checklists

My travel planning documents are some of the most useful tools in the travel planning process. One of my main motivations for creating a lot of these travel forms, templates, and checklists is because I forgot (or was afraid I would forget) an important detail in the travel planning process. In these instances, I was forced to resolve issues on the fly as my executive was checking into a hotel, boarding a plane, or renting a car. It was stressful for my executive and me, so I sought out ways to prevent mistakes or oversights from happening again.

The primary documents I developed to keep me on track include: a traveler profile form, a travel planning intake checklist, and a travel itinerary template.

Traveler profile form

The traveler profile form is a single page document that includes all of the contact information for each traveler I supported. It includes their name, title, employee ID and other related work contact details, as well as their home contact information. The form has a section for airline preferences, including frequent flier numbers and status, seat preferences, and meal requests. There are also sections for car rental memberships, hotel preferences, and passport and citizenship details. This was a helpful form for my travel agent and any assistants who filled in for me while I was out of the office.

Traveler planning intake checklist

The travel planning intake checklist is a multiple page form that includes sections for commercial or charter flight arrangements, ground transportation, hotel accommodations, dining reservations, meeting or event details, and room for additional notes. Each section also includes related details that need to be handled, and specific questions to ask the traveler to ensure all of the relevant information is successfully captured. This checklist kept me on top of all of the details related to each trip my executive took.

Travel itinerary template

The travel itinerary template is the ultimate document in summarizing, verifying and creating order out of all of the planning details. To effectively organize all the details, you need a travel itinerary template that you use consistently. Don’t ask your travelers if they want one – just do it! You’ll save them a lot of time and hassle in sorting through multiple documents or scrolling through multiple emails to find the information they need while they are traveling.

If you haven’t done a lot of travel planning, one of the first things I encourage you to do is think chronologically. What is the order of events for your traveler throughout their trip? This will help you get all of the necessary arrangements made from the start (flights, ground transportation, hotel, meals, meetings etc).

If you need some help getting started, download my travel itinerary template at www.AllThingsAdmin.com/free-templates . It’s designed to cover all of the basic details that need to be included on an itinerary for a traveling executive. Not every trip requires airline travel. Not every trip requires rental cars. It may change from trip to trip and traveler to traveler. Remain flexible. Customize your template to make it fit your executive’s specific travel needs.

Treat the compilation of the itinerary as though you are the traveler

Include all the traditional information, such as flight, hotel, and car rental details, as well as additional, useful information, including driving directions, dining options, and entertainment venues.

Even if your executive prefers to have everything available electronically when they travel, a printed travel itinerary can save the day when their internet connection is bad or their phone battery dies. It’s also a valuable resource for you to keep printed and accessible at all times so you have all of the details and phone numbers you need at your fingertips if they call and need help navigating a travel snag.

Finally, before you give your executive the itinerary, make sure to proofread it. There are a lot of details in there and you don’t want to mistakenly throw your executive off with a typo.

A travel itinerary is a valuable resource that helps ensure you and your executive are on the same page for the duration of the trip, and that it’s as productive and smooth as possible.

Develop a relationship with a travel agency

Travel agents are an admin’s best friend when it comes to figuring out trip details and making reservations, especially for complex travel itineraries. They have extensive knowledge of the travel industry and frequently have access to tickets, suppliers and prices that are unavailable online.

But to get the most out of this resource, you need to develop a long-term relationship with a local travel agent or agency affiliated with a national brand. This ensures you’ll have a trusted, reliable travel advisor who can offer assistance and access online money-saving booking tools. My travel agents have saved my executives, former employers, and me a lot of money throughout the years. They’ve corrected mistakes, secured better seats at better prices, and saved the day on more than one occasion.

Most travel agencies charge a ticketing fee to assist with booking tickets, but I look at it as “travel insurance” if things go bad. That fee means I have my travel agent on standby on the other end of the phone line if my traveler encounters a travel issue of any sort. They typically have more resources and expertise in resolving the issue more quickly and effectively than I could ever do on my own. However, this fee means a travel agent might not always be the cheapest option for a trip.

So, when do you call the agent and when do you go it alone?

Use a travel agent for:.

• First-class travel
• Refundable tickets
• International travel
• Multi-stop trips
• A trip that requires research to figure out the best options at the executive’s destination.

Book it yourself for:

• Coach tickets
• Non-refundable tickets
• Personal travel
• Repeat itineraries

A travel agent’s ticket fee can be worth it if you consider the time, stress and hassle you save by having someone else do the research and booking for you. An agent also gives you and your executive some reassurance that he/she won’t be stuck in an airport or bad hotel, or over pay for a trip.

Preparing your executive before, during and after a trip

As an admin, there are several things you can do before, during and after a trip occurs to help your executives be as prepared and efficient as possible.

Before your executive departs, create a travel folder with a copy of their printed itinerary, envelopes for travel receipts, and any important travel documents or meeting materials he or she will need while traveling. Make sure their mobile office is ready for travel by replenishing business cards, batteries, basic office supplies, and other consumables. Create a checklist to ensure your executive always leaves with all of the cords, adapters, flash drives, computers, phones, tablets and presentation tools he or she will need. Discuss how you can best assist him or her during travel so you both have the same expectations of how communication and work will flow in their absence.

Learn as much as you can about your traveler’s destination in advance of their trip.

• What is the local currency?
• What is the local time zone?
• Will they need power adapters for electrical cords?
• What local laws or cultures does your traveler need to be aware of?
• What diseases are common for area(s) that will be visited?
• Is the area prone to natural disasters or pests that can pose a travel risk?
• Are there security warnings in effect?
• Does your traveler’s health insurance provide international coverage?
• Does your traveler’s mobile phone plan provide coverage (especially for international travel)?

If vaccinations or medications are required for the trip, your traveler may need to visit a doctor who specializes in travel health four to eight weeks before their departure. If your traveler is traveling internationally, locate the contact information for your country’s local embassy or consulate in the destination country.

While your executive is away, communication is key

Be sure you’re clear on their preferred method of connecting – phone, email, texting etc. What types of updates do they want and how often? Are you able to share their travel details with others internally or is it strictly confidential? It’s also a good idea to catch up on your executive’s filing and cleaning their office so things are neat and tidy when he or she returns. Ask yourself, “What would make their re-entry process as smooth as possible upon their return?” Then take care of as many of those details as you can.

When your executive returns to the office, the first thing you should do is retrieve their travel folder

Be sure all travel receipts are in it. Note any important details required for submitting their expense report. Then process the expense report as soon as possible so your executive gets reimbursed in a timely manner. Replenish any mobile office supplies that are low so you’re both ready for the next trip. Review any outstanding voice messages, emails, or other important updates with your executive. Finally, ask him or her if everything worked well during the trip, including flights, transportation and accommodations. Find out what you can adjust or change for the next trip, and update your travel planning notes accordingly.

You also need to pay attention to your executive’s health after the trip. If your executive isn’t feeling well, he or she should see their doctor and alert him or her of their recent travels. People visiting areas prone to malaria should continue taking their anti-malaria medications upon their return to prevent infection. Malaria symptoms can take up to a year to appear, so tell your executive to seek medical attention if he or she feels sick.

Technology is your friend

There are countless travel planning resources and apps available online and for download on your mobile device. Travel sites, such as Frommer’s and Fodor’s, can provide valuable travel insights on everything from the best time to book airfares to specific destination information. Travel apps like TripIt and GateGuru can make the process a little more manageable and a lot less stressful.

Here are some travel app categories that you should research, download and test out. If you like how they work and find them helpful, then install them on your traveler’s devices before their next trip:

• Trip planning apps (eg TripIt, SeatGuru)
• Airline apps
• Flight tracking apps (eg Flight Aware, Flight Tracker)
• Ground transportation apps
• Restaurant and dining apps
• Currency converter apps
• Cities regularly traveled to
• Time zone apps
• Weather apps
• Connectivity and sharing apps (eg Skype, Evernote, GoToMeeting)
• Translation apps
• Dictation apps (eg Dragon Dictation)
• Book reading apps
• Movie watching apps
• Social media apps

How to stay current as a travel planner

The travel industry is changing and evolving all of the time. So it’s important for admins to develop best practices for coordinating travel and engage with staying current as a travel planner. Here are some ways you can do that.

1 Read travel websites, blogs, e-newsletters and magazines

You need to be educated on what tools exist to help you successfully accomplish your job as a travel planner. There are a wealth of resources out there and many of them are at your fingertips – quite literally. Figure out which ones work best for the types of travel you coordinate and use them!

2 Connect with travel planning experts and service providers on social media

When you come across a new travel resource in your reading, connect with them on social media. Search Facebook, Twitter and LinkedIn for the airlines, ground transportation companies, hotels and other travel resources you already use. Then “like”, follow or connect with them so you can stay up-to-date on the latest news, trends and tips.

3 Attend events and conferences

There are numerous events and conferences held annually that are hosted by travel or trade groups. Watch for them and attend when possible. Some of these organizations also offer free or low-cost online training with industry experts.

4 Do internet research

If you have a burning travel question, do an internet search and see what you can learn on your own. There are countless travel review sites that often have first-hand advice and tips from experienced travelers.

5 Ask your travel agent

Travel agencies make sure their agents are subject matter experts on destinations around the world. Reputable agencies regularly invest in training their agents and sending them to the destinations so they can share first-hand experiences with you. Tap into their wealth of knowledge and expand yours at the same time.

6 Ask other travelers

Never underestimate the advice of other travelers. Ask as many people as you can about their experiences, what they enjoyed, what they’d do again and what to avoid.

7 Travel yourself!

Travel is one of the best ways to become a better travel planner. It gives you a new appreciation for the details that go into the planning process. You gain a new respect for the stress that is associated with various types of travel. And it helps you understand just how important your role is in planning and preparing for each trip your executive takes.

If doesn’t matter if you’re brand new to travel planning or you’re a seasoned pro, coordinating travel for your executives can be challenging. By implementing some of these best practices, tips and advice, your confidence will increase. Your skills will improve. And you will make your travel planning responsibilities less stressful, more enjoyable and downright fun!

Put online travel planning resources to use

The web is a valuable source for travel information – whether you want to make reservations, get recommendations or learn more about a particular destination.

Below are some of the online resources I’ve come to rely on for travel planning. Make a point to visit each site. Explore what each has to offer. Sign up for their free newsletters. Visit them regularly to become familiar with the ins and outs of travel planning. You’ll become more knowledgeable and gain confidence in your abilities. Your executives will appreciate the value added support.

Frommers ( frommers.com )

Frommers has destination info, hotels, trip ideas, deals, news, tips and tools, blogs, member forums, and more!

TripIt ( tripit.com )

With the simple forward of an email, you can turn your flight, hotel, and rental car information into a mobile travel itinerary that organized everything in one convenient location. All of the trip details are accessible from mobile devices or can be printed for your traveler to have in hand.

Landlopers ( landlopers.com )

Explore destinations worldwide, find great restaurants, and research the best means of transportation (planes, trains, ships). Check out their “top travel tips” page – specifically the “top travel apps.”

Smart Women Travelers ( smartwomentravelers.com )

If you support female travelers, there are a lot of very good tips and ideas for staying safe, efficient, and productive while on the road.

Christopher Elliott ( elliott.org )

Christopher Elliott is a consumer advocate, multimedia journalist and professional speaker known for his practical advice and creative solutions to customer-service problems primarily in the travel industry.

SeatGuru ( seatguru.com )

Ever had one of your travelers complain about their airline seat size, location, or legroom? SeatGuru includes more than 700 airplane seatmaps from nearly 100 different airlines.

FlightStats ( flightstats.com )

Track flights, view airport delay information, find out what the weather is like in the destination city, setup alerts, and much more. This site can help you troubleshoot potential delays before they ever occur with a few mouse clicks.

The Schengen Visa ( schengenvisainfo.com )

A Schengen Visa makes it easier for a traveler to travel between its 26 member countries. This site explains everything you need to know about the visa, including how to apply for one.

Limolink ( limolink.com )

Reserve chauffeured limo or car service in cities around the world. This site allows you to locate providers and book reservations.

Kiss, Bow, or Shake Hands

This book by Terri Morrison and Wayne Conaway is a great read on how to do business in different countries and abide by international customs.

Travel Weekly ( TravelWeekly.com )

Travel Weekly delivers late-breaking news, analysis and research on the travel industry. It provides travel planners with a global perspective through in-depth coverage of airlines, car rentals, cruises, destinations, hotels and tour operator as well as technology, economic and governmental issues.

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8 comments on “ an admin’s guide to travel planning ”.

Hello, Thank you so much for this article! I started a new job as a Travel Coordinator at a Tech Company in February and I’m still learning the ropes. Essentially, I’m an administrative assistant that books a lot of travel. I’m not certified as a travel agent but the core of my job is booking travel. I mostly book through third-party sites like Expedia, Google Flights, etc. I was wondering if you had any advice on using a travel agent or becoming certified myself. Do you think it would help?

This is such a useful article – thanks!! I’m organising a complex trip through my work which has involved many inter changing flights which i booked myself but now wish i’d gone through an agent as i’m worried about delays etc. I will ensure my colleagues have the necessary travel insurance in place. The Flight apps are very useful so i will make sure i set up alerts on all flights so I can keep track!!

Great info. I am just starting to plan trips for guest speakers, so this is extremely helpful. Thanks!

This is a great article, thank you for putting so much useful information in one place. A great site I don’t see mentioned is https://matrix.itasoftware.com/ especially when looking for the most economical route as it allows you to choose multiple cities in an area and dates of travel.

[…] An Admin’s Guide to Travel Planning – … – As an administrative professional, it’s your responsibility to make your executive’s professional life easier. This probably isn’t an issue when your … […]

I totally agree with that statement that technology is your friend. It’s so true that there many travel planning resources that exist. You just have to do a little research to find them.

That’s wonderful, thank you for putting in every small thing in detail. Yes totally agree that technology is our friend, and as busy professionals & entrepreneurs it becomes difficult sometimes to plan for proper time management. I have used Habiliss virtual assistant services to plan-up few of my trips in India and all I would want to say is ‘Incredible India!’

Wonderful guide! Thank you for sharing it with us!

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Theater | Theater review: Penumbra’s ‘Flex’ delivers…

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Subscriber only, theater | theater review: penumbra’s ‘flex’ delivers winning coming-of-age story, play is centered on girls basketball team dealing with more than on-court challenges.

Under the direction of Tiffany Nichole Greene, Penumbra’s production is an unfailingly absorbing ensemble piece that boasts six strong performances, played out on a set that actually becomes a basketball court, complete with backboard, net and scoreboards. And the five young women display very believable court skills to go with the compelling portrayals they offer as Jones’ script fleshes out the individuality of each.

But a word to any adults thinking of bringing a girl of middle school age or younger who loves the game: “Flex” is a very honest play about the conflicts confronting these high school seniors, and the topics and language pull no punches.

Our story is centered in the relationships between the five starters on the Plainnole Lady Train, a team reaching the climax of its final season together. It’s 1998 and the WNBA has recently debuted, bringing a new set of dreams into these players’ lives, particularly two who are hoping for Division I college scholarships. But one teammate is pregnant and others are addressing issues of sexual identity and religion that seem destined for a collision.

It’s not surprising to learn that playwright Jones was a high school basketball player who went on to play in college. “Flex” bears the ring of truth throughout our two hours with this team. Team captain Starra seems at first the focus as she delivers much of the exposition in verbal missives to her departed mother, but we soon find that each character has a compelling story to tell.

Eboni Edwards conveys a fine balance of swagger and insecurity as Starra, who runs into a wall of confidence in a new-to-town teammate she sees as a rival for the attention of college recruiters, Kalala Kiwanuka-Woernle’s smooth, straight-talking Sidney. Also impressively inhabiting their characters are Tyra Lee Ramsey as the sweet peacemaker Cherise, an aspiring Baptist minister whose sexuality may prove problematic to her path, and Charlotte McDaniel as Donna, a teammate with the aura of a wise elder.

But the character who undergoes the most arresting transformation is Aubree Chanel Dixon’s April, who is pregnant and struggling to stay with the team against the wishes of the hard-nosed coach. In this starting five, April is the one for whom the stakes are highest, and Dixon delivers a very involving performance.

The coach is played with just the right mix of compassionate leader and reliving-past-glories nag by Regina Marie Williams. And what a pleasure it is to have Williams back on a local stage after a late-2023 health scare. Her performance as Coach Pace is a fine reminder of the complex layers she seems to bring to every portrayal.

With Ruben Arana-Downs’ set taking us between the court and the living room, and Tommy Franklin and Faith Johnson Patterson helping shape the cast’s basketball skills, “Flex” is a journey with rewards far greater than your average sports story.

Rob Hubbard can be reached at [email protected].

‘Flex’

When: Through May 19

Where: Penumbra Theatre, 270 N. Kent St., St. Paul

Tickets: $45-$20, available at 651-224-3180 or penumbratheatre.org

Capsule: What looks like a sports story is really a compelling coming-of-age drama.

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