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Journey Management Plan Checklist

What is a Journey Management Plan?

A journey management plan is a document used to minimize the safety hazards when an employee is driving. And it does so through two main processes: removal of unnecessary driving and managing risks of necessary driving.

Journey management plans are mainly used in businesses that transport many goods like logistics, oil and gas, and mining. For example, Shell uses journey management planning to safely haul oil from offshore oil rigs to the required location. It can also be used to have a safe journey towards long-drive destinations during business trips and vacations.

In this article, the following points are explained:

1. Benefits of creating and implementing a journey management plan

2. How to make an effective journey management procedure

3. Advantages of a digital journey management system

What are the Benefits of Creating and Implementing a Journey Management Plan?

There are many benefits in using a journey management plan, but we will only focus on four main benefits. The information below is referenced from a journey management plan sample of the Infrastructure Health and Safety Association (IHSA) of Ontario and Energy Safety Canada .

1. Reduced Number of Vehicle Incidents

Since a journey management plan aims to reduce hazards when driving, its primary effect is a reduced number of incidents like crashes or personnel injuries. This has many implications.

The first one is the reduced expenses to compensate for injuries, damaged properties, legal procedures, environmental costs, and insurance premiums. The second effect is a healthier and less stressful workplace since there are lower risks.

2. Aware and Responsible Workers

In the journey management plan sample, employers have the responsibility to educate their employees about all of the possible driving hazards and risks as well as the legal driving requirements mandated by the government. It also includes training them to assess those hazards and create plans to minimize the risks.

In effect, the training for journey management will mold workers to become more responsible and more aware of their duties and their essential role in driving safely.

3. Reduction of Operational Cost and Carbon Emission

Since the journey management plan aims to reduce driving as much as possible, this will significantly reduce driving costs such as fuel consumption, meals, and accommodations. It also lowers the vehicle operational expenses such as purchasing costs, maintenance costs, and insurance policies.

Less driving and fewer vehicles also equate to less carbon emission produced by a company. And lower carbon emissions can help in acquiring green certifications and good publicity.

4. Increase in Productivity

Frequent driving takes away a lot of time and energy from the workers who should have been given to do better work endeavors, consequently lowering work productivity. Since driving is significantly reduced when following a journey management plan, workers now have more time and energy to do more work.

How to Make an Effective Journey Management Plan Procedure?

A compelling journey management plan procedure removes driving and provides a meticulous risk analysis of all the necessary driving. And it follows four main aspects of consideration. The information below is referenced from the Infrastructure Health and Safety Association (IHSA) of Ontario and Energy Safety Canada.

Step 1: Avoid Driving or Traveling Instances As Much As Possible

The first step in making an effective journey management plan is to remove all unnecessary driving for work.

One of the most effective ways to do it is to create a work-from-home policy . To effectively work, it might be necessary to work with the human resource department to pinpoint which employees can thoroughly do their work even while at home.

Another way to lessen driving is to meet clients through virtual means like video conferences and online meetings. Not only will this remove driving, but it also eliminates travel time, meals, and accommodation expenses.

Step 2: Use Alternatives To Driving

If travel can’t be avoided, look for alternative ways to reach your destination without driving. One of the best alternatives is using public transportation like buses and trains. Although it can be crowded at times, it’s still fast, reliable, and cheap.

If the destination is close by, walking or using a bicycle is an excellent alternative way. It’s carbon emission-free, zero-cost, and beneficial to the body.

For very far destinations , the best alternative way is to ride an airplane. It’s faster and saves you a lot of energy and effort as compared to driving.

Step 3: Minimize Driving Risk

If driving is essential, for example, to deliver large goods that can’t be transported through public transportation, then it’s time to include risk analysis on the journey management plan form.

The first step in risk analysis is to identify all possible risks. To do so, check the route if you’ve already driven through it. If not, consult a workmate that has and ask them if there are potential hazards along the way.

Then, check the weather forecast for the departure date and assess whether the route has hidden hazards once the weather changes.

After identifying the hazards, the next step is to assess how to mitigate each risk . Does the driver need additional tools or training? Does the vehicle or some of its parts need to be changed? Does the route need to be changed?

After careful analysis, it’s time to finalize and document the trip plan. Below is the list of essential information that needs to be in the trip plan:

• Name of driver and passengers
• Vehicle identification
• Travel route
• Address of the destinations
• Contact information of the driver and all of the passenger
• Check-in system

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Advantages of a digital journey management system

Journeys are part of everyday business. Proactive and efficient management not only saves costs and time but also protects and unburdens employees. It has been shown that it is also worth switching to a digital application in journey management . This could streamline data entry and documentation, and all employees always have immediate access to the same information.

A digital solution like Lumiform offers companies many advantages in managing forms and analyzing data. With the mobile app and desktop software, you can:

• Access free, ready-to-use journey management plan templates from the Lumiform template library .
• Convert existing paper forms to digital format or create your journey management plan templates in just a few steps with the flexible form builder .
• Use the app on your smartphone or tablet to perform pre-trip inspections – offline or online.
• View and annotate photos during inspections to create a comprehensive and detailed report.
• Automatically generate and send inspection reports to the appropriate personnel.
• Store inspection reports in secure cloud storage to ensure that only authorized personnel can access the data.

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Max is a Content Writer at Lumiform originally from New York, NY. Before Lumiform, he worked at the fintech company, writing on a range of fintech-related topics. He has experience writing blogs, CRM communication, guides, and landing pages. In addition to a love of content writing, Max is passionate about standup comedy and cooking.

Get accurate data with a journey management plan

Use this journey management plan template to detail your trip in the types of roads you are going to travel on, estimated departure and arrival times, and the location of rest stops.

Monitor business trips with a journey management checklist template

Check with this journey management checklist template before your start with your journey, if you and the vehicles are ready for the road.

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Journey Management Plan: Everything You Need To Know

The journey management plan is a cornerstone of many aspects of human resource management. A JMP can be used to establish and maintain a safe and efficient journey for your employees. 

By providing training and tools, as well as offering guidance on how to stay safe on their journeys, organizations can ensure they are providing employees with the information they need to stay safe while working.

After reading this guide, you will be able to develop a perfect journey management plan. Here is what we have covered in this article.

What is a Journey Management Plan?

• What Is the Purpose of a Journey Management Plan?

How Can You Successfully Develop an Efficient Journey Management Plan?

Best journey management software.

• Factors Affecting Effective Journey Management Plan
• Top Tips For a Journey Management 

Frequently Asked Questions

A Journey Management Plan is a standard procedure for planning and carrying out road transport routes following HSSE criteria, to arrive safely. For travels lasting more than 2 hours, it is advisable to implement a Journey Management Plan. 

With a JMP, you can effectively manage remote workers. In one place, you can track who is working where and when, send them reminders to get up to speed, and usually make progress on tasks that are no longer prioritised.

Simple, effective, and affordable that’s how we see a journey management plan. A journey management system is an online application built to help your employees stay focused and on track with their work.

You can effectively manage your remote workforce by setting up a JMP with all the key information you need to know about the employees who work from home. 

What is the Purpose of a Journey Management Plan?

The purpose of a journey management plan is to ensure that your remote employees have a high-quality experience while they're on the job.  

The most important part of setting up a JMP is ensuring that you and your team members are prepared to deal with different issues that may arise daily as remote workers.

Due to the changing nature of work, businesses need to be able to effectively manage remote workers.

In this digital era, you don’t need to spend hours examining paper-based journey management plans. Using journey management software is the most reliable, time-saving, and affordable way to develop a successful JMP. 

Now the question is what’s the best journey management software?

SafetyIQ is an easy-to-use journey management app that provides a complete software solution for managing the hazards of both travelling and working in hazardous situations.

More than simply a travel safety app, you get all you need to plan, assess, authorize, and monitor journeys in one simple platform that can be tailored to your specific requirements.

SafetyIQ Journey Management software entirely digitizes paper-based forms and gives centralized insight into all elements of worker movements.

Real-time answers and quick communication enabled by mobile technologies help to minimise the incidence of accidents, injuries, and delays among distant employees.

Benefits of Using SafetyIQ Journey Management Software

SafetyIQ Journey Management System enables employees to quickly and simply schedule trips and get clearance before leaving from their phones or desktop computers. 

Employers can readily examine these trip plans from their phone or computer, allowing them to manage risk while on the road.

Here are the benefits of using SafetyIQ journey management software.

• The SafetyIQ mobile app allows you to manage travels on the move.
• Plan, evaluate, and approve journeys as soon as possible.
• Proactive and customizable risk assessments .
• Automate planning, approval, and monitoring procedures to save time. 
• Access everything you require from a single, straightforward real-time platform.

Click here to request a demo of SafetyIQ Journey Management Software.

Factors Affecting Effective Journey Management

Journey management plans should address the safety of employees. Factors affecting employee safety include driving conditions, weather and roadway conditions, equipment and machinery used in construction work, customer contact, work practices, and equipment maintenance.

Effective journey management plans can help ensure that all employees are as safe as possible, as well as increase productivity. 

To create an effective JMP, first, you must ask yourself what factors affect the safety and productivity of your business. 

There are several things that should be considered, including the type of industry or business you are in, and the types of products or services you are selling. 

You may also choose to add in other factors such as age distribution among employees and income disparity, employee turnover rate , and the number of workers per shift. 

Once this is done, it will be easier to develop a JMP that will provide safety measures while still providing businesses with productivity benefits.

Top Tips For Journey Management

• Plan your journey.
• Plan your fatigue break checkpoints.
• Check that you can maintain communication - SafetyIQ Blackspot Map
• Consider your journey alternatives - various sorts of roads
• Examine the traffic and weather conditions.
• Allow additional time for possible delays when planning your route.
• Identify dark spots/hazardous routes - SafetyIQ Blackspot Map
• Consider the schedule of your travel and how congested the roads will be.
• Determine high-risk areas.
• Keep yourself hydrated throughout the journey.

The Journey Management Plan helps support your team’s journeys and improve their productivity . This plan is so much more than a checklist to reduce wasted time but is a strategic roadmap for effective team management that focuses on how you should be using team resources to create value.  You will save money by using SafetyIQ Journey Management Software . Spend only a few bucks a month to save hundreds of hours of administrative and paperwork labour. 

Q: What Does Journey Management Mean?

A planned and organized method for lowering transportation-related hazards within an organization's operations is known as journey management.

Q: What is Journey Risk Management?

A scientific method for ensuring safe and effective travel is called "journey risk management." It entails documenting the identified risk factors and accompanying mitigation actions on specific routes, which may subsequently be used to develop a route management methodology.

Q: What is Journey Management Software?

Journey Management software helps you plan, manage and execute your journeys. It allows you to structure and manage journeys while minimizing costs.

Q: Why is a Journey Management Plan Necessary?

Journey management plans are an important component of building a safe, effective and efficient travel management system. By using your journey management plan, you will establish a clear path for every employee to follow to safely complete their duties.

We cover a range of topics in our articles - view all blogs .

SafetyIQ’s journey management software can help to control the risks and protect your people. 

Journey management software program can allow employers to be instantly alerted when an employee has not checked-in.

From planning the journey, completing a risk assessment to gaining approval, the entire process is automated and seamless with SafetyIQ.

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How to Develop a Journey Management Plan

August 23, 2019 • Marianne Matthews • Bookmark +

An effective journey management plan is a holistic look at roadway safety risks and how to manage them.

Screenshot via National Safety Council/YouTube.

Journey management is a planned and systematic process for reducing transportation-related risks in a company’s operations. In short, it is a key element of safety in the workplace—for fleets and other employers. Across all industries, motor vehicle crashes cost employers approximately $9.25 billion a year, according to the National Safety Council.

Moreover, research shows that human error is the definite cause of truck or car accidents 70% of the time, and the probable cause 93% of the time.

Therefore, every journey management plan should take into account that your drivers are your greatest safety feature. In short, a company's drivers are its best defense in protecting the organization from risk and liability.

When developing a journey management plan keep in mind that the key objectives of the plan should be to eliminate unnecessary trips, reduce driving distances, and minimize the risks associated with necessary trips.

A solid journey management plan will focus on four key factors: the roadway, your drivers, the vehicle, and the environment. For example, you need to consider route planning in order to make sure drivers avoid construction or closed roads. You need to consider the behaviors of your drivers; for instance, if they are getting enough sleep before hitting the road. Then there are factors such as vehicle maintenance and weather conditions, which must also be considered when developing your plan.

Benefits of a Journey Management Plan

Commercial fleet management frequently deals with multiple vehicles engaged in long-distance driving—in some cases from one end of the nation to the other. But even relatively short journeys can benefit from thorough planning. A proper fleet logistics management plan should guide drivers through each stage of their journey, with the aim of supporting highway safety and accident prevention policies and procedures.

Your plan should aim to mitigate the following hazards:

• Driver inexperience
• Distracted driving behavior
• Poor road conditions
• Driver fatigue
• Wildlife on the roads
• Adverse weather conditions
• Malfunctioning vehicles
• Unsecured projectiles
• Risky behaviors of other drivers
• Communication failure

For commercial fleets, the benefits of a solid journey management plan are many, according to the National Safety Council. These include:

• Eliminating unnecessary trips to reduce crash risk
• Minimize exposure to traffic hazards
• Reduce wear and tear on fleet vehicles
• Increase fleet and driver efficiency

Elements of an Effective Journey Management Plan

A fleet safety plan should begin by outlining pre-journey inspection procedures. This involves checking to see that the vehicle is in sound operating condition and is up to date on preventative maintenance service. To aid this task, the fleet driver (or inspector) should have a checklist—these days, it’s often in the form of a mobile app—that includes all areas of the vehicle that require inspection. These areas typically include:

• Ignition system
• Fuel system
• Electrical system
• Exhaust system
• Vehicle frame

This can seem needlessly time-consuming, but ensuring that these inspections are completed, and correctly recorded, can go a long way toward bolstering fleet safety and reducing company or driver liability in the event of an accident.

There should also be a procedure where the inspector can take pictures of problem areas and transmit them to the appropriate company authority.

The journey itself should be mapped out so drivers can take the most efficient route to their destination in order to minimize fleet mileage and promote auto safety . This should include usable alternate routes in case of road blockage, inclement weather, or similar hazards. That’s why it’s important to customize each plan for every specific trip, as conditions may have changed since the last time a journey was made down a particular network of roads.

The route should allow the driver to avoid low-clearance obstacles, such as bridges, that can prevent the vehicle from safely passing through. The driver should know the exact dimensions of the vehicle so they can readily comply with posted clearance requirements.

The plan should also be created with the aim of preventing “road fatigue” from becoming a factor in a long-distance driving trip. Driving while sleepy reduces reaction times and makes collision avoidance far more difficult; this is why so many road accidents can be traced to driver fatigue. To ensure optimal highway safety, journey plans should permit the fleet driver to be on the roads only when they are most likely to be sufficiently alert, and adequate rest breaks should be included in the itinerary.

The plan must also provide guidance to the driver in the event of an accident, vehicle failure, or other emergency situation. Trucking tips for the driver should include what to do and whom at the company they should call.

It’s important to understand that a journey management plan is not just a formality. It provides a number of vital benefits that support effective commercial fleet management: promoting sound fleet logistics, enhancing fuel efficiency of vehicles, reinforcing accident prevention practices, reducing risks associated with road fatigue, and ensuring that routine maintenance tasks are followed on schedule.

Related Video: Journey Management Explained

Marianne Matthews

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Marianne Matthews contributes safety news and articles for the Fleet Safety newsletter. She is an experienced trade editor.

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Journey Management and Trip Planning

What is journey management, step 1: is driving necessary.

• Step 2: Can you reduce driving related risk?

How it works

Creating a check-in system, check-in examples, using tripcheck, benefits of journey management, using journey management, travel check-in system.

Driving for work may be one of the most dangerous things your employees do. Journey management can help reduce the risks. It can help eliminate unnecessary driving and manage the risks drivers face when they have to be on the road. Learn how our online TripCheck tool can help you create a trip plan in minutes.

Effective journey management is good for employees who drive for work, their employers, and the planet. It’s smart business. It can help to keep people safe, cut travel costs, and reduce carbon emissions. It’s an easy tool for organizations of any size to use.

Journey management is a 2-part process that aims to prevent crashes and injuries by minimizing exposure to driving-related hazards.

It starts by deciding whether driving is necessary. It explores alternatives that would allow drivers to skip getting behind the wheel. Not driving is always the safest option, since crashes are the leading cause of work-related traumatic death in BC.

Trip planning is the second part of the process. When driving is necessary, it helps drivers prepare for the safest possible journey.

Journey management demonstrates an organization’s commitment to the health and safety of its employees. It can reduce the number of crashes and injuries, and lower driver stress. It’s an important part of a safety culture that helps to attract and retain employees.

Employers are responsible for the health and safety of their employees. When employees drive for work, their vehicle is their workplace — even if they’re driving their personal vehicle (PDF 269KB). Journey management can help make the job of driving safer by eliminating or minimizing exposure to hazards.

Avoiding non-essential driving is an obvious cost savings for any organization. The short-term benefits are less money spent on fuel, maintenance, meals, and accommodations. Reducing driving can also extend vehicle life, allowing you to lengthen the time between vehicle purchases and lower your insurance and maintenance costs.

Avoiding driving helps keep employees and the environment healthier. Reducing vehicle travel shrinks your organization’s carbon footprint. A passenger sedan with 1 occupant, for example, emits an average of 1.9 kg of carbon in a 10-km trip.

Even if the drive is only 20 minutes, the total trip time is much longer. Preparing for the drive, getting to the car, inspecting it, and finding parking all increase the time spent behind the wheel. The less time employees spend driving, the more they have for productive work.

Employers, supervisors, and drivers can all apply journey management principles. The two steps don’t take much time to complete and they serve as an early warning system that helps prevent crashes. Our TripCheck tool makes planning easy.

The first stage of journey management is to avoid needless driving. Start by asking yourself whether the trip has to be made.

Consider these alternative ways to get work done without getting in your vehicle:

• Working from home
• Phone/email
• Online meeting
• Courier or delivery service

If it’s necessary to be there in person, there are plenty of safer ways to get there than driving yourself:

• Public transit
• Taxi and ride-hailing services (PDF 153KB)
• Walking or cycling

Some of these alternatives have their own hazards. Buses and taxis travel on roads too, for example. But the risks are usually lower thanks to the driving skills of professionals and the safety measures taken by their employers.

Step 2: Can you reduce driving-related risk?

Sometimes driving can’t be avoided. When that’s the case, journey management calls for building a trip plan.

Your plan analyzes the trip ahead and anticipates the hazards you can reasonably expect to encounter. You then consider ways to reduce exposure to those hazards, such as taking a safer route and allowing plenty of time to get where you’re going. The plan also makes you think about managing risks you can’t avoid, such as speeders and dangerous intersections.

We recommend employers require drivers to prepare and submit a trip plan for travel of more than 50 km or more than 1 hour. We also suggest a plan be required when the proposed trip carries a high risk, such as on a congested route or during winter weather.

A trip plan should include:

• Name of driver and passengers
• Vehicle information (make, model, color, licence plate, etc.)
• Travel route, listing preferred and potential alternate routes. Check DriveBC for current road and weather conditions
• Destination address and any planned stops along the way
• Identification of potential hazards
• Ways to minimize risk from the hazards
• Contact information for the driver and anyone they will be meeting along the way
• Check-in system

Our TripCheck online tool helps you create a plan in minutes. Use it in combination with effective training, supervision, and inspections to help keep drivers safe.

You can also use our Journey Management Policy Template (Word 56KB) to create your own policy.

A check-in system is a quick process drivers use to let someone in their organization know they’re safe and the trip is going to plan. It’s a best practice for any organization that has employees who drive for work. A check-in system as part of a trip plan can also help employers fulfill their responsibilities when an employee works alone and assistance is not readily available. This could include a driver on a night shift or in a remote location who works on their own. Check-in procedures can help ensure regular contact with the employee.

A check-in system is a key part of trip planning. It helps employers verify their employees are safe.

A check-in system involves scheduled communications between a driver or passengers and a contact person. If a check-in is missed, the contact person tries to reach the driver to make sure everything is OK. If no contact is made, emergency measures may be taken.

A check-in system explains:

A common check-in interval is every 2 hours. Drivers and supervisors should decide on a frequency that reflects the risks associated with the trip. The greater the risks, the more frequent the check-in calls.

A phone call, text, or email are the most common methods. If cell coverage is expected to be poor or non-existent on any part of the route, check-ins will have to take place before or after those areas. In remote areas where cell service is unavailable, drivers may also need other technologies, like satellite phones or 2-way radios, to check in.

Co-workers, office assistants, supervisors, or managers can all be contact persons. They need to know the check-in interval and be available to receive scheduled check-in calls. They also need to know how to activate a response procedure if the driver doesn’t check in on time.

An emergency response needs to be part of every trip plan. What will be done if the employee doesn’t check in or if the organization is gets notified that the driver has been in a crash? Responses can include:

• Trying to contact the driver by phone, text and/or email
• Contacting the destination contact to ask if they know where the driver is
• Alerting a supervisor when the check-in is more than 30 minutes late

There’s no standard check-in procedure. Here are some examples that could be used by your organization.

Chris is transporting a client to hospital. This client has a history of becoming agitated and aggressive. The drive should take about 75 minutes. Chris and her supervisor agree on the following check-in times:

• When she arrives at the client’s house (9:30 a.m.).
• Just before they start the drive (around 9:45 a.m.).
• Every half-hour during the drive (while Chris is pulled over).
• When she and the patient arrive at the hospital (expected ETA: 11 a.m.).

Tan checks in every 2 hours in the summer. In winter, because of risky driving conditions, he checks in every hour. There are a few places where Tan knows the cell coverage is unreliable or non-existent. Tan arranges with his office contact to check in:

• Just before he leaves the reliable cell service area (call by 7 a.m.)
• When he is back in range (expect call by 8:45 a.m.)

Tan and his manager have also agreed to purchase a satellite phone to avoid this gap in the future.

Chandar drives a service truck that’s bulky and difficult to park. To reduce conflicts with busy daytime traffic, Chandar works in the evening. He drives through higher-risk neighbourhoods.

After talking with his manager, they decide he will check in every half hour while he’s in those risky locations.

Use our Check-in Procedures Template (Word 24KB) and ideas from these examples to help create a system.

TripCheck is a step-by-step planning tool to help you reduce the risks associated with driving for work. It takes about 3 minutes to complete and covers the driver, the trip, and the vehicle. Drivers who are prepared with a plan are better equipped to deal with the hazards they will encounter.

The online version allows you to complete a checklist, print your plan, and email it to up to 3 people. You can save the plan on your desktop or laptop computer, or mobile device.

Start TripCheck

You can also use TripCheck offline. We recommend all employees keep a printed copy of the forms in their vehicle, in case they lose online access.

Download and complete the forms below:

• TripCheck offline form (PDF 520KB): This form is very similar to TripCheck online.
• TripCheck offline customizable form (Word 38KB): You can adjust and customize this form to meet your organization’s journey management requirements.

Have drivers submit completed forms to their supervisor.

Journey Management Policy Template

Tripcheck offline form, check-in procedures template, safety tips for using taxis and ride hailing services for work travel, tripcheck offline customizable form, using personal vehicles for work.

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12. Journey Management Plan

An effective Journey Management Plan is one of the best ways to minimize exposure to driving-related hazards. This section not only explains the plan but also has resources to help you apply it at your workplace.

• Journey Management - Check In Procedure (PDF)
• Journey Management - Overview (PDF)
• Journey Management - Trip Plan (PDF)
• Journey Management - Risk Rated Trip Plan (PDF)

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What is a Journey Management Plan? A Comprehensive Guide

• Ossian Muscad
• April 3, 2023
• No Comments

Last Updated on April 3, 2023 by Ossian Muscad

Journey management plans are essential for ensuring road journeys’ safety and efficiency. Whether you’re traveling for business or pleasure, journey management planning can help you to plan your journey in a way that minimizes risks and maximizes efficiency. With the right journey management plan template, you can ensure that all potential hazards and inconveniences have been accounted for before heading out on the road. In this guide, we’ll look at journey management plans, how to create them, and why they’re so important.

What is a Journey Management Plan?

A Journey Management Plan (JMP) is a document that outlines the procedures and measures to be taken to manage the risks associated with a journey, especially for employees who travel for work. The primary objective of a Journey Management Plan is to ensure that the journey is completed safely and efficiently while mitigating potential risks that could impact the traveler’s safety, health, and security.

A typical Journey Management Plan includes information on the purpose of the journey, the route, transportation mode, departure and arrival times, rest breaks, communication protocols, contingency plans, emergency procedures, and risk assessments. It also covers the responsibilities of everyone involved in the journey, such as the traveler, driver, supervisor, and support personnel.

Reasons Your Company Needs to Follow Journey Management Plans

There are several reasons why companies should follow Journey Management Plans (JMPs) when their employees travel for work. Here are some of the key reasons:

Employee Safety

The primary reason to follow a JMP is to ensure the safety of employees who travel for work. A JMP can help identify potential risks and hazards associated with travel and outline measures to mitigate them, such as safe driving practices, use of personal protective equipment, and access to emergency response services.

Legal Compliance

Employers are legally obligated to provide a safe work environment for their employees, including ensuring their safety during business travel. By following a JMP, companies can fulfill their duty of care responsibilities and comply with relevant health and safety regulations.

An incident involving an employee traveling for work can significantly impact a company’s reputation. Following a JMP can help demonstrate a company’s commitment to the safety and well-being of its employees, which can enhance its reputation and build trust with customers and stakeholders.

Cost Savings

Incidents during business travel, such as accidents, illness, or security breaches, can result in high costs for a company, including medical expenses, legal fees, and lost productivity. Following a JMP can help reduce the likelihood of such incidents and mitigate their impact, resulting in cost savings for the company.

Productivity

A JMP can help employees plan their trips more efficiently, reducing stress and improving productivity. In addition, by providing employees with clear guidelines and expectations, a JMP can help them stay focused on their work and achieve their business objectives while on the road.

Following a Journey Management Plan can help companies ensure the safety and well-being of their employees, comply with legal obligations, enhance their reputation, save costs, and improve productivity.

What To Include in a Journey Management Plan?

A Journey Management Plan (JMP) is a critical document that outlines procedures and measures to manage the risks associated with a journey, especially for employees who travel for work. Here are some of the essential elements that should be included in a Journey Management Plan:

• Purpose of the journey: Clearly state the trip’s objective, including the destination, purpose, and expected outcomes.
• Route: Identify the route to be taken, including any potential risks or hazards, such as road conditions or security concerns.
• Transportation mode: Specify the mode of transportation, such as a company vehicle or public transportation, and provide guidelines on the safe use of each mode.
• Departure and arrival times: Define the journey’s planned departure and arrival times, and establish guidelines for flexibility in case of unforeseen circumstances.
• Rest breaks: Determine the frequency and duration of rest breaks during the journey, including rest stops for drivers.
• Communication protocols: Establish communication protocols to be followed during the journey, including the frequency and methods of communication between travelers and support personnel.
• Contingency plans: Identify potential risks and hazards that may occur during the journey, such as accidents or medical emergencies, and establish contingency plans to manage them.
• Emergency procedures: Define emergency procedures to be followed in case of an emergency, including medical emergencies, security threats, or accidents.
• Risk assessments: Conduct a risk assessment for the journey, identifying potential risks and hazards and establishing mitigation measures.
• Responsibilities: Clearly define the roles and responsibilities of everyone involved in the journey, including the traveler, driver, supervisor, and support personnel.

By including these key elements in a Journey Management Plan, companies can ensure that they are adequately prepared to manage the risks associated with business travel, protect the safety and well-being of their employees, and comply with relevant health and safety regulations.

Create a Journey Management Plan Using a Low-code Platform

If you want to create a journey management plan quickly and easily, then a low-code app development platform like WaveMaker could be the ideal solution. With WaveMaker, you can rapidly develop journey management applications that enable users to capture journey details, complete risk assessments, generate reports, and more.

DATAMYTE is a quality management platform with low-code capabilities. The DataMyte Digital Clipboard , in particular, is a low-code workflow automation software that features a checklist builder. This tool lets you create a journey management plan using its intuitive drag-and-drop interface.

To create a checklist or form template using DATAMYTE, follow these steps:

• Log in to the DATAMYTE software platform and navigate to the Checklist module.
• Click on “Create Checklist” to create a new form template.
• Define the title of the checklist and the category in which it belongs.
• Use DATAMYTE’s low-code capabilities by adding items to the form template; click “Add Item.” You can define the description of the item, the type of answer required, and any other specifications, such as reference documents, acceptance criteria, or limits.
• Assign appropriate personnel responsible for completing the form template and any required approvals, such as supervisors or quality assurance personnel.
• Save the form template, and it will be available for use.

DATAMYTE also lets you conduct layered process audits, a systematic and regular review of critical process steps, focusing on the areas with the highest risk of failure or non-compliance. By conducting LPA with DATAMYTE, you can effectively identify and correct defects before they become major quality issues.

With DATAMYTE , you have the perfect solution for creating and implementing journey management plans. Book a demo with our team today to learn how DATAMYTE can help you create journey management plans that protect your employees and comply with regulations. 

Now that you know how to create journey management plans, you can ensure the safety and efficiency of your company’s business trips. With a journey management plan template and a low-code platform like DATAMYTE, you can rapidly create journey management applications, and conduct layered process audits to identify and correct defects. Get started today!

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2014 Journey Management Training

Oct 15, 2014

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2014 Journey Management Training. Shell Alaska Venture. Journey Management Group. Logistics. Journey Management objectives. Why it’s done? Goal Zero/ Life Saving Rules When it applies? Pre Travel Prep Pre Travel HSSE Travel Process Journey Safety Journey Security Contact Information.

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Presentation Transcript

2014 Journey Management Training Shell Alaska Venture Journey Management Group Logistics

Journey Management objectives • Why it’s done? • Goal Zero/ Life Saving Rules • When it applies? • Pre Travel Prep • Pre Travel HSSE • Travel Process • Journey Safety • Journey Security • Contact Information

Why is journey management required? • Your Safety! • The Alaska Venture is committed to “Goal Zero” • No one gets hurt and we cause no harm to the environment. If we can’t do it safely and without harm to the environment, we won’t do it. • It is one of the Life Saving Rules: • Follow the prescribed Journey Management Plan (JMP) • Managing “Personnel on Board” (POB) • Journey Management enables Shell to track and manage the risk and exposure for each individual working for the Alaska Venture. • Tracks individual location, flight, or marine vessel for accurate reporting and accountability. • Billing • Ensures project cost’s are billed appropriately.

Journey Management Plan (JMP) Requirements When is a JMP needed? When traveling in Alaska on Shell business. • For all air travel within the state of Alaska • When driving outside of the Anchorage bowl (Wasilla to Girdwood) • Pre-travel preparation:   • Take required training for the Alaska Venture and your work task • Have specific credentials and proper PPE • Be aware of potential hazards and health considerations • Know location check-in/out process and security requirements • Understand group travel requirements for air or ground transportation • Where do I find required forms?  • On the Alaska Venture Journey Management Webpage under “Tools” • http://www.shell.us/home/content/usa/aboutshell/projects_locations/alaska/hsse/index_jmp.html

Air Travel – Journey Management PROCESS • You or your travel arranger notifies the Alaska JM Group (JMG) by email ([email protected])at least10 days prior to travel. The email must include traveler(s) name, general trip explanation, and a travel request form. • The Alaska JMG logs your personal information into the journey management system, verifies your training status, books your Alaska air travel beyond Anchorage and sends your confirmation/itinerary. • Air travel to Anchorage (from outside of Alaska), hotel accommodations and ground transport are to be arranged according to your corporate travel policy. • Any air travel within Alaska is to be booked via the AK JMG • For crew changes, JMG arranges camp/ground transport during operating season. • Changes to your travel itinerary must be conveyed to JMG:([email protected])

Travel Request Form The Travel Request Form sent to you from the AK Journey Management Group may request personal information including: Full Name (First/Middle/Last) Date of Birth Gender Company Position Title Best Contact # Emergency Contact # Email address Citizenship Passport with expiration date

Air Travel- Travel Request Form

ROAD TRAVEL JMP PROCESS • Defensive Driving training (with commentary/winter emphasis ) is required October 1 through May 1. • Determine if driving is the best option. • Traveler/contractor completes a Road Journey Management Plan Form, which includes number of passengers, arrival/departure date and destination. • Traveler submits JMP to Shell sponsor for review/approval • SPONSOR reviews for completion (including drivers training requirements and required credentials; contact HSSE for driving requirements) • Traveler submits APPROVED Road JMP to GX UA AK Travel Inform Email:([email protected]) • Traveler follows JMP as documented, reports any changes to Sponsor and Journey ManagementGroup • Communicates arrival if, and as,  documented in Journey Management Plan.

Road trip plan example

Baggage restrictions • Shell charter flight baggage restrictions (helicopters and fixed-wing): • 2 bags total • 60 pounds (27 kg) total per passenger • Maximum weight for one bag is 40 pounds (18 kg) • Offshore passengers must use soft-sided /duffel bag style luggage • Food must be unopened and sealed in original packaging • Medicines must be declared and in original/labeled bottles • Have tools of the trade such as tool boxes? • All freight or materials above 50 pounds must be shipped according to materials coordinator requirements. • Must be less than 50 lbs and carried/escorted with the person responsible for material • Do NOT ship freight to Shell offices to manage. • Materials Coordinator: Todd VenHuizen [email protected] @ 907-227-8530

Security & prohibited items – work locations All baggage is subject to search and prohibited items are subject to seizure. X-ray and physical searches may be performed at Shell’s discretion. Prohibited items on Commercial Flights, Shell Charter Flights: • Full compliance with TSA regulations regarding HAZMAT and weapons • Contraband – illegal drugs, drug paraphernalia, and alcohol • Weapons – firearms/ammunition, pepper spray, and knives (> 3” blade) • Cigarette lighters – Only “Zippo type lighters” or matches allowed • Pornography, sexually offensive material • Cultural artifacts (excludes crafts) and unlawful animal remains • Other items deemed inappropriate by Shell security • Radios /electronics unless batteries removed and wrapped separately • Hazardous materials are not permitted • HAZMAT must be declared and manifested properly

Contact information and resources • Email: [email protected] • Questions and inquiries • Approved Road Journey Management Plan • Shell employees’/contractors’ air travel itineraries to/from Anchorage (Shell Business Continuity purposes) • Email: [email protected] • Commercial air travel requests within Alaska • Chartered air travel requests within Alaska • Crew travel requests within Alaska • JMP source documents: • Alaska Venture Journey Management specific requirements (external access) http://www.shell.us/home/content/usa/aboutshell/projects_locations/alaska/hsse/index_jmp.html • Alaska Venture Journey Management TRF http://s07.static-shell.com/content/dam/shell/static/usa/downloads/alaska/alaska-trf1-pub-00012.pdf • Materials Coordinator: Contact Todd VenHuizen at [email protected] @ 907-227-8530 • Problems, emergencies, or questions? Call: 907-771-SAFE (7233); available 24/7/365

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