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3.

Food and Beverage (F&B) -   this sector primarily FACTOR #1: CLEAR DATA REPORTING
caters to the basic needs of travelers, through the
provision of food and drink services. However, it is It's critical to know what travelers are spending
essential to understand that businesses and when they're out on company time. You want to
services in this category go beyond this primary know where the money is being spent, what it's
purpose. being spent on, and who is doing the spending.
Ideally, you want a travel management partner
Why do you think so? Primarily because a huge with a system that will increase visibility, making it
part of the food and beverage sector is also based
easier to see exactly what your employees are
on providing travelers with places to go to relax,
spending. This data should then be used to
enjoy themselves, and/or socialize with other
people.  Some examples are  negotiate more prices for future travel, decreasing
overall company expenses.
 4. Entertainment - this sector plays an interesting
and complex role in the travel industry. After all, FACTOR #2: EASY TRAVEL ARRANGEMENTS
entertainment sites can sometimes be the single You're looking for a travel management company
biggest factor attracting travelers to a particular
that will make travel arrangements simple for your
part of the world. On the other hand, businesses in
employees, not one that will leave you struggling to
this category can also play a smaller, more
navigate the paperwork associated with travel.
supplementary role, helping to keep travelers
entertained during their trip, even if entertainment Take into consideration the type of online booking
was not the intended purpose of their trip. options, which will allow you to send your
employees straight to one easy location. Having a
5. Connected Industries - here are a range of simple process that benefits your employees is key
industries or sub-sectors which are broadly linked when implementing a new booking system.
to the travel industry. These related industries may
offer products or services to travelers before they FACTOR #3: SUPPORTS YOUR COMPANY TRAVEL
actually depart on their travels, or may operate to GOALS
try to promote or improve the travel industry itself.
They include both online and offline services, with Take the time to survey your employees, especially
some of the most significant related industries are the ones who travel on a regular basis. You don't
listed below:  want to create a travel management solution that
no one uses. Ask those employees what they want
        a. Financial Services  most from their travel management partner. This
        b. Tourism Organizations  may include flexibility in their travel arrangements,
a company that makes planning travel easier, or
        c. Educational Institutions support when they travel to help prevent potential
issues while they're on the road.

Factors to Consider When Searching for the Right FACTOR #4: FITS WITH YOUR COMPANY CULTURE
Travel Management Partners
You've put a lot of effort into building a solid
Choosing a travel management company is a big company culture: an environment where your
step for a business. You want to be sure that you employees feel supported and know that they're
select a travel management company that will important. You need a travel management partner
meet all of your business's needs. As you are that will support your overall company culture and
searching for a travel management partner, make fit in with your existing plans for your company.
sure that you take these key factors into While your travel management policies may shift to
consideration. include your new travel management partner, you
want a partner that will stand alongside your What suppliers do you prefer to book with? Do you
company, not one that will cause problems for your have an arrangement that will allow you to get a
employees. better deal with a specific service provider, like a
hotel or airline? Do you get rewards points for
FACTOR #5: HAS THE TOOLS WHEN SOMETHING
certain services? More importantly, are there
GOES WRONG
specific providers that have been known to provide
Who should your employees call if things go wrong better services for your employees?
while they're working out of town? From a flight
You want a travel management company that will
that's been rescheduled or canceled to natural
get to know your preferences and take them into
disasters or terrorism in the area, there are a lot of
consideration when they're booking travel for your
things that can go wrong when your employees are
employees. They should also cover the areas where
traveling. Your employees need to know that they
you'll plan to travel. Be sure that you're looking at a
will be supported through that process, especially if
travel management provider that can handle your
things go badly out of control.
kind of travel. You don't want a travel management
You want a travel management partner that will be company whose duties stop when you cross
available to employees 24/7 and will provide them international borders, especially if your employees
with the support they need no matter what goes travel out of the country on a regular basis. Make
wrong. Having a specialty in Duty of Care for your sure that your travel management company will:
employees will help keep your employees safer
 Handle both ground transportation and
when they're out on the road—ensuring that they
flight scheduling
always have a point of contact they can trust in an
 Take care of both international and
emergency.
domestic travel arrangements
FACTOR #6: HANDLES THE DETAILS  Accommodate special requests for ground
travel, from limousines to luxury rental
There are a lot of little details that go into
vehicles
corporate travel and you want a travel
 Takes care of any necessary travel once
management company that will provide your
employees arrive at their destinations
employees with all of the important details, freeing
them up to focus on your clients. Look for a partner FACTOR #8: PROVIDES A CLEAR OUTLINE OF
that will handle things like: WHAT TO EXPECT
 Booking event or entertainment tickets, Your service-level agreement should provide a
whether for your employees or for your clear outline of what to expect when you're dealing
employees and your clients with your travel management company. How long
 Making restaurant reservations do they have to respond when you contact them?
 Arranging for ground travel once they arrive What are your expectations, and what are the
at their destination, whether that means penalties if the company fails to follow through?
making sure that a cab will be waiting for This outline will help you better understand what
them or that there will be a rental car on to expect any time you book travel arrangements.
hand
FACTOR #9: GOES BEYOND TRAVEL
 Identifying attractions and activities that are
of interest to your employees There are plenty of times when employee travel is
about more than just heading off to a different
FACTOR #7: KNOWS YOUR PREFERENCES AND
destination to meet with clients. You may also find
HANDLES YOUR KIND OF TRAVEL
that you need to coordinate receptions and events
in cities that are unfamiliar to your employees. is important to gather information and ask the right
Take a look at the travel management company questions before making a single reservation.
you're considering. Do they have the resources to
Preparation is everything. Projects and operations
help coordinate events, receptions, and parties?
stand or fall by the planning that precedes them. It
Will they provide you with adequate support
is no wonder we say that thought and
throughout the process, whether that means
preparation go into our actions. In a sense this is
recommending a provider or offering to coordinate
true. Good planning goes into a
those services themselves?
project, possesses it, gives it life, and drives it
FACTOR #10: HAS A STRONG MANAGEMENT forward towards its goal. Quite simply, the more
TEAM thought and planning that goes into an endeavor,
the more likely it is to succeed.
Your travel management company needs a strong
management team that will help identify the “Action without planning is the cause of every
opportunities within a company and produces failure.” Peter Drucker
actionable results. You want a company that will
Leaders do not always have time to plan. Wise
partner with your business and provides you with
leaders are aware of this and seek out dedicated
a better understanding of how you can save money
assistants to do their planning for them. They know
on your travel arrangements.
how valuable a skilled assistant can be. They
Choosing a travel management company is a big understand that in order to reach maximum
decision. Make sure that you select the right one productivity and effectiveness, they will need the
for your business by carefully considering these help of a reliable assistant, the kind that is always
important factors before you move forward with a few chess moves ahead, clearing away the clutter
your decision. You want a travel management and taking any necessary preemptive or proactive
company that will fit with your company culture, steps.
stay within the confines of your budget, and
Making travel arrangements for an executive is a
provide the services that you want most for your
perfect example of the kind of task that requires
employees.
thorough planning, and it is a task classically
Take the stress out of travel management by entrusted to a personal/executive assistant. What
choosing a travel management partner that will follows is the first of three posts aimed at helping
make employees' lives easier when they're on the professional assistants make out-of-this-world
road. travel plans and arrangements for their executive
leaders.
 
Making Travel Arrangements
Break It Into Stages
There are many factors that go into making
business travel arrangements. Administrative The CEO has a business trip coming up and you, the
assistants and meeting planners are generally in ever-loyal executive assistant, have been entrusted
charge of coordinating travel plans for managers or with the task of making travel arrangements.
executives. Therefore, they learn quickly the Where to begin?
importance of planning every detail and how
Start by dividing your actions into three stages:
stressful it can be. When done correctly, a travel
itinerary can become the most essential part of an 1. The Gathering Stage. Gather information
executive’s trip. When you are well-prepared and about the executive's destinations,
organized, traveling can go seamlessly. Above all, it schedule, travel preferences, etc.
2. The Finalizing Stage. Make the reservations Gather the details necessary for making
and buy the tickets, i.e., construct a reservations and booking flights. These should
complete travel plan that coincides as include the traveler's:
closely as possible with the executive's
1. Full name (as it appears on drivers license
schedule and preferences.
or ID)
3. The "Be Prepared" Stage. Ensure that the
2. Email address
executive is completely prepared for the
3. ID/drivers license number
trip, and for any unexpected scenarios or
4. Phone number (necessary in cases of
changes of plans.
cancellation or delay)
 “By failing to plan you are planning to fail.” 5. Credit card number and expiration date
Benjamin Franklin 6. Address
Here is a list of 14 pointers to consider before Have these on hand (legible and organized) when it
finalizing the plans: comes time to make the actual reservations and
bookings. If you are asked to provide any additional
1. Clarify Objectives
details, make a note of this for the next trip.
Truly professional assistants always start with the
5. Permission Granted
end in mind. Inquire about the larger picture and
purpose the trip. Try to find out what would have Make sure the executive's passport is valid and will
to happen in order for this trip to be considered not be expiring in the near future. Certain countries
"successful" from the executive's point of view. require vaccination forms and Visas, so these
Then ask yourself: What can I do to help make this matters should also be taken into account and
happen? This question should be like a motif dealt with if necessary, as should travel insurance.
running through the entire planning process. If the executive will be attending a conference,
make sure to reserve his seat as early as possible.
2. Know the Budget
6. Tea for Two
Determine what sort of budget exists for the trip.
This will serve as a useful reference point Find out if the traveler will be joined by colleagues,
throughout the planning process. It is also helpful staff, or family at any point during the trip.
to break the global budget down into ingredients Consider what steps should be taken to
such as airfare, transportation, accommodations, accommodate these people. Ask if there is anybody
etc. Some assistants will have to determine the the executive would like to sit next to on the plane.
budget themselves; others will need to ask the
7. To and From the Airport
executive or the accounting department.
Don't forget to take this important detail into
3. Go to the Archives
consideration. Will the executive be driving his own
If possible, contact any assistants or staff members vehicle to the airport (and leaving it in long term
who were responsible or involved in the executive's airport parking), or will somebody else be driving
travel arrangements on prior trips to see what sort him? Will he use a car/limousine service, Uber, taxi,
of insights can be gleaned from their experiences. public transportation? How much luggage will the
They may have already done much of the fact- executive be taking, and must any of it be checked?
finding labor for you, and they may have made
8. The Schedule
blunders you will want to avoid.
This may be the most important part of the
4. Traveler's Details
preparations. Make a list of exact dates and times
the traveler needs or desires to be at each 12. Hotel Preferences
destination, from the beginning of the trip to the
When it comes to choosing a hotel, find out where
end, including when she needs or desires to reach
her priorities lie: proximity to business
home. Accuracy is critical here, so make sure to
engagements, proximity to airport, comfort and
double check every detail.
quality, a particular hotel or hotel chain, etc. In the
Know the exact location, time, and nature of each case of a conference, check the option of booking a
meeting, engagement, or event the traveler will be room in the hotel hosting the conference. Of
attending. This information will become crucial course you'll want to inquire about preferences
when it comes time to deal with transportation and such as room (single, double, twin, or suite), bed
hotel reservations. The more information you can size, meals, gym, spa, Wi-Fi, etc.
gather, the more effective you can be.
13. Travel Agent
“Before anything else, preparation is the key to
And of course, find out if the traveler prefers to
success.” Alexander Graham Bell 
work with a particular travel agent or agency, or if
9. The Frequent Flyer your company has an internal travel department
that handles travel arrangements.
Find out if the traveler has any existing frequent
flyer accounts, credit card airline rewards, hotel 14. Research and Return
loyalty programs, etc., and what priority should be
After gathering all of the above information, do not
given to using these.
run to the phone or computer to start booking
10. Flight Preferences flights and making reservations. First, do some
added research (unless you've got a reliable agent
Make a list of the traveler's airline, airport, and
doing the research for you). It could be that while
travel class preferences. Standard travel classes
the traveler said he would like to stay in Hotel A, he
are: first, business, and economy. (Keep in mind
is not aware of a great deal at Hotel B, or the ideal
that differences between first and business classes
location of Hotel C. Go back over each of the above
are not standard, so you'll have to do some
thirteen boxes, this time thinking outside the box a
research). Be sure to inquire about the traveler's
bit. Record your findings and sit down with the
seating preferences within the preferred class:
executive for a second time to present him with
aisle, window, front or back of plane, exit row,
any thoughts or suggestions.
bulkhead seat, etc. Also, does the traveler have
meal preferences or restrictions? Will the he need
Wi-Fi or a power connection in order to work while
in the air?
11. Transportation Preferences
Determine what sort of transportation the
executive will want use during the trip:
car/limousine service, Uber, rental, taxi, or public.
Some companies get car rental discounts, so find
out if your company has such an arrangement. In
the case of car rental, you will of course need to
inquire about the type of car.

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