business trip meeting agenda

Essential Business Travel Itinerary Templates for Successful Trips

Planning travel itineraries is one important aspect of an Executive Assistant’s work. Executives usually travel to meet key business partners, pursue game-changing deals, and attend high-profile conferences and meetings. The success of these mission-critical travel plans rests in the hands of smart, capable Executive Assistants (EAs).

To help EAs ace every trip, we’ve created business travel itinerary templates that steamline the travel planning process and establish a consistent standard itinerary that executives will love receiving again and again.

Many of these templates came straight from our Facebook groups for Executive Assistants ! See what nuggets of wisdom our community has to offer and jump into the conversation.

Conference Travel Itinerary

To have the most successful conference experience possible, executives must follow a military-precise schedule. Conferences demand careful planning over spontaneity; if an attendee wants to network with certain people and attend certain sessions, then they have to follow a carefully engineered itinerary that heavily focuses on logistics.

Must-have details for a conference travel itinerary:

The trip’s overall arrival and departure times and essential transportation details. When does the executive need to leave home to make it to the airport? Will she provide her own transportation or has that been pre-arranged? Consider all the little questions you subconsciously ask as you plan your own trips, and include the answers as itinerary details.
Travel confirmation/reservation numbers, (These are good to have on hand to make trip details easy for customer service representatives at different transportation hubs to look up if there are questions or issues with the executive’s plans.
Parking details, including restrictions, costs, and physical addresses for parking lots and garages, at all destinations. (A tricky parking situation could equal missed meetings or conference sessions.)
Seat numbers. (It’s always helpful for a traveler to memorize these.)
Addresses of the relevant transportation hubs, such as the airport, car rental office, and train station.
Screenshots or printed copies of confirmation emails and tickets.
Terminal details. (This is especially important for large airports or train stations where terminals or gates can be miles apart and require travelers to take shuttles to and from.)
Printed maps (downloaded from online tools) to use as a backup for cell-phone GPS in areas without reliable internet.
Check-in and check-out times and dates and also addresses for all the trip’s lodging.
Lodging amenities. Is there an on-site gym, a spa, or maybe laundry facilities? Knowing these key details lets executives better plan trips. For example, a traveler might decide to wake up two hours early every day to hit the on-site gym before the conference starts.
Transportation tips. Make it easy for the executive to navigate to and from the hotel. Make notes about restaurants or places of interest within walking distance to the executive’s home away from home. You could also flag hotels that offer shuttle services and hotels near reliable public transportation hubs.
Screenshots or printed copies of relevant lodging confirmation emails.
Meeting and conference session times and locations.
Meal times and snack times. (No one wants to network while hangry on an empty stomach)
Work windows. Highlight relatively open time frames when executives can plan to do follow-ups immediately after important meetings and conference sessions. Executives can also use these windows to check in on regular work and associates at the home office.
What to wear. You might provide dressing tips based on the executive’s schedule for the day. For example, you might advise the executive to dress casually for a morning breakfast meeting, but tell them to pack a blazer to dress up the outfit if they won’t have time to change before an afternoon meeting.
Break times and lengths. Highlight when the executive will have down time to do some work, go to the gym, or just grab coffee. Earn extra brownie points by incorporating elements, such as meditation or family phone calls, important to the executive’s daily routine.
Recommended wake up and bed times.
Weather forecast and packing suggestions.
Places to eat. (Do your Yelp research to avoid leading your executive astray!)
Travel pro tips. Outline crowded or touristy areas, high-traffic roads, and other factors influential to the travel experience.
Contact information for people attending the executive’s scheduled meetings

Conference travel itinerary template

Media tour itinerary.

Unlike conference itineraries, media tour itineraries rely on flexibility and leeway. Plan an itinerary with plenty of breathing room in between media meetings to accommodate and even encourage the possibility that meetings will run over time. In the world of the media tour, a long-running meeting might simply mean an executive is building solid relationships with media professionals.

Must-have details for a media tour itinerary:

Include the trip’s overall arrival and departure times and essential transportation details, plus arrival times, departure times, and addresses for each meeting of each day. During a media tour, an executive will bounce from location to location, so it’s essential to have all the travel logistics outlined.
Last-minute transportation options. (Help executives avoid missed meetings by making sure they have backup options in case the planned transportation choice falls through.)
Lodging amenities.
Transportation tips.
Screenshots or printed copies of confirmation emails.
Meeting times and locations.
Dockets on the media professionals and their publications. This will help executives prepare for successful meetings.
Work windows. Highlight relatively open time frames when executives can plan to do follow ups immediately after important meetings.
Places of interest/recommended stops around each meeting location. The busy media tour schedule doesn’t allow executives to do much exploring. Help them get a little taste of the city by calling out easy-access pit stops.

Media tour itinerary template

International travel itinerary.

international-traveling-itinerary-templates

The success of an international travel itinerary hinges on preparation designed to give travelers the tools they need to understand the basics of communicating and navigating through different countries.

Must-have details for an international travel itinerary:

Include the trip’s overall arrival and departure times and essential transportation details. Plan for the executive to arrive early enough to the airport to avoid any travel snafus, and be sure to include arrival and departure details for any connecting flights.
Included relevant details on the primary mode of transportation the executive will use to navigate the other country. For example, if an American businessman is taking a trip to London, he’d likely want to have all the London Underground basics down, including what kind of pass the system requires, how to plan routes, and how to understand schedules.
Call out relevant international travel applications that could help the executive easily get around.
Parking details.
Seat numbers and international in-flight meal and drink details.
Addresses of the relevant transportation hubs.
Details for all terminals. (This is especially important for large international airports or train stations where terminals or gates can be miles apart.)
Lodging amenities. Does the hotel have necessary appliance adaptors? Do they offer complimentary Wi-Fi?
Transportation tips. Recommend the best ways to navigate the unfamiliar city to make executives feel as comfortable as possible during the trip.
Meal times and snack times.
Work windows.
Pull out some frequently used words in the destination’s native language, especially if most people from the destination speak a language the executive doesn’t know.
Include key points from travel guides. Offer some takeaways about local culture, especially cultural norms that impact business interactions. These norms might include things like standard greetings, tipping practices, meeting and eating etiquette, and communication styles.
What to wear to avoid looking like an outsider.
Recommended wake up and bedtimes to mitigate the effects of jet lag.
Weather forecast and packing suggestions, especially if the destination will be in the middle of a season different from the season at home.
Places to eat. (You might also include some popular dishes and food “vocabulary” words to help executives navigate menus.)
Travel pro tips.

International travel itinerary template

Sales roadshow travel itinerary.

Don’t ever hit the road without a well-planned sales roadshow itinerary.

Must-have details for a sales roadshow itinerary:

Include the trip’s overall arrival and departure times and essential transportation details for all roadshow stops.
Include relevant details on the primary mode of transportation the executive or executive team will use to get from event to event. Is this an international roadshow, a cross-country roadshow, or simply an intrastate roadshow?
Include check in and check out times, dates, and also addresses for all the trip’s lodging.
Roadshow times and locations.
Weather forecast and packing suggestions for each roadshow location.
Places to eat along the road. (Do your Yelp research!)
Places to stop along the road. A few quick stops at fun landmarks will help keep executives and salespeople refreshed and ready for the rest of the roadshow.

Sales roadshow itinerary template

Personal vacation travel itinerary.

Even relaxed personal vacations can benefit from structured itineraries.

Must-have details for a personal vacation itinerary:

Include the trip’s overall arrival and departure times and essential transportation details.
Screenshots or printed copies of confirmation emails and tickets
Include check in and check out times, dates, and addresses for all the trip’s lodging.
Lodging amenities. Does the hotel or rental house have a kitchen, home theater, swanky basement bar, pool, or ping-pong table? Travelers can better plan their trips when they know what they’ll have access to at their home away from home.
Places to eat near the hotel or rental.
Travel pro tips. Customize the tips you include according to who the executive is traveling with. Include romantic spots for couples trips, kid-friendly attractions for family trips, and more.
Outline times and details for each day’s main entertainment/event.
Leave plenty of time for relaxing meals.
Plan extras. The executive will likely provide the day’s main events, but you can look up quick stops on the way to those events and the traveler can pick and choose some spontaneous stops.

Personal vacation itinerary template

Which itinerary would help you? Let us know in the comment section below!

P.S. Many of these templates came straight from our Facebook groups for Executive Assistants ! See what nuggets of wisdom our community has to offer and jump into the conversation.

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What a great idea.

This is a great resource, thank you!

Great concepts here. Great from those who do a lot of corporate traveling!

My husband travels often for his work here in Cardiff, and he asked me to find him tips on how to help with his executive travel. We love how you talked about having all the times and details on hand and making sure that you are easily able to skim and find crucial information. We will keep these tips in mind in addition to getting a professional who can help my husband as he travels.

Thanks Vivian! These tips should definitely help him while he travels.

Top tips on how to plan a business trip

Follow these 6 steps for an effective business trip:

Make your travel arrangements well in advance
Select your accommodation based on both price and convenience
Create an itinerary

Research your destination

Remember your electronics, accessories and travel documents
Prepare for your meeting

In today’s digital world, we can communicate across different time zones at a moment’s notice. However, when it comes to brokering a big deal or fostering a solid and long-lasting business relationship, nothing beats face-to-face interaction.

Corporate travel is still so important, and it’s equally important for anyone making a business trip to prepare thoroughly. When you arrive at your destination relaxed and well-prepared, you’re better equipped to make a good impression and focus on the purpose of your meeting. Preparation lets your mind focus on the here and now, making sure you stay on the ball in that all-important meeting. If you’d like to fine-tune how you get ready for your next excursion, follow these essential tips to become an effective business trip planner.

Make travel arrangements

Whether it’s your name on the travel documents or you’re a travel manager, planning business travel thoroughly is important. Your first step should always be to familiarize yourself with your company’s corporate travel policy . You’re making travel arrangements for a business trip, not planning a personal or a short break, so being compliant with your company policy is essential.

Next, it’s time to book your travel. This may involve traveling by air, rail, car hire or even boat. Think about the journey door-to-door, balancing travel times against cost and convenience. Visualize the various steps of the trip from A to B. Consider details like how long it will take to move between airport and railway station, the time it takes to fill out paperwork at the vehicle hire company, and whether luggage storage might be useful. Use multiple sources and different comparison sites, researching which companies are offering the best deals. Again, be aware of any budget restraints in your company’s travel policy.

Don’t forget the small details. Does the airplane have Wi-Fi so you can work on the move? Would leaving a day earlier allow you to arrive at your first meeting better rested and prepared? At this stage, the more carefully you prepare, the more confident and relaxed you’ll be when you depart.

Select your accommodation

Preparing business travel is, of course, only half the job. Choosing the best accommodation for your requirements is also essential. If you’ve only got one meeting place to reach, make sure you book a hotel that’s nearby – rather than be swayed by a more luxurious option that might be a stressful 45 minute trip away. Use maps on your smartphone to measure distances from the station or airport to your hotel – and remember the roads and transport networks will be busier at certain times of day.

Check your company’s hotel policies to see if there are any preferred hotels - you might be able to get a good deal too. When considering the cost, make sure you compare rates for similar types of accommodation and make sure you select something that’s fairly priced – some companies even stipulate a cost per day that would limit the choice of hotels.

It’s also a good idea to pay close attention to the amenities at the hotel. Some tourist-focused hotels may serve breakfast too late for your early starts, and as a business traveler you’re likely to want free Wi-Fi, 24-hour room service, plenty of power points for charging your devices. CWT Hotel Intel gives travelers access to trusted peer hotel reviews and can be a handy tool for business trip planners.

Create a detailed itinerary

Your itinerary is your blueprint for a successful business trip. Use it to stay in control of every detail – from transport times and the names of those you’re meeting, to your travel reservations and hotel address. Be sure to allow yourself extra time on your itinerary for relaxing, meetings that have been delayed or overrun, and busy traffic. Consider using a specially designed tool like the myCWT app , which syncs your itinerary with work calendars, and allows travelers to share this with colleagues. This is handy from a communication and efficiency perspective, and as a safety measure if you’re travelling to an unfamiliar destination.

It may be that you’re traveling to a destination you are familiar with and feel comfortable in. Or, you may be entering unchartered territory. If that’s the case, research is essential to avoid unnecessary risk. For example, some cities are well known for pick pockets, so you’ll need to be extra careful when storing important and expensive items like phones in your pockets. Depending on where you’re going, reading up on the current political situation at your destination could also be prudent.

Perhaps you’re traveling to a city or country with a different culture and customs to your own. Avoid looking foolish or, worse, causing offence, by researching the differences in behavior and manners before you arrive. For example, if you’re taking potential clients for a meal, do you know the etiquette on tipping, or when to give people your business cards? Or, if you’re visiting a country where English isn’t the common language, you could even learn a few basic phrases, such as greetings and “thank you”, which could make all the difference when making a good first impression.

Prepare your travel documents

Hours of careful preparation and research will all be wasted if you forget vital travel documents. Traveling between countries requires a current, valid passport, travel tickets and sometimes a visa. It’s key to research whether or not you need a visa as soon as possible, even if you are just transiting through a country, without stepping foot outside the airport. Some embassies can take a number of days or even weeks to issue visas. Even if you’re not traveling to a different country, you may need photo ID to clarify that your name corresponds to the one on the ticket - your passport or driving license are the best options so keep them safe at all times.

Remember your electronic accessories

Stay as productive as possible on your trip by taking a laptop or tablet – it’ll make your travel time really count. Remember to pack the relevant chargers and adapters, too. You can usually pick these up at the airport when you’re passing through, but being prepared is key and will save you time and money in the long run.

Get ready for your meeting

So you’ve followed all the right steps for planning a business trip, but what about your business objectives and the meeting itself? Making a note of what you hope to achieve on the trip can help improve your focus - even if you simply want to reach out to new contacts or gain a general overview of potential new client. Arm yourself with as much information as possible about the people you’ll meet, as well as the places they’ll be. What’s the dress code? If you’re visiting an industrial site, for example, will you need sturdy shoes? If you’re going to be giving a presentation, what format will it take and will your host have the equipment you need? Simply emailing ahead to check if they have suitable screens and cables can ensure you avoid embarrassing delays or confusion that would get your meeting off to an awkward start. That first impression counts so give yourself the best chance of making a good one.

By setting aside the time to prepare, conducting some detailed research and following these business travel tips, you can optimize your chances of a productive and enjoyable trip.

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Business Travel Itinerary

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Organize your business travel details in one place

What is business travel itinerary template.

Traveling for business can be a complex task with numerous details to keep track of. From flight information to accommodation details, meeting schedules, and contact information, it's crucial to have all these details organized and easily accessible. That's where our Business Travel Itinerary Template comes in. With Lark's advanced features, you can input all your travel details in one place, making it easy to access and update as needed. This template includes fields for date, departure time, arrival time, flight information, accommodation, meeting details, contact information, and other notes.

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Who is this Business Travel Itinerary Template for?

This template is perfect for professionals who frequently travel for business, including executives, sales representatives, consultants, and more. It's also ideal for administrative assistants or travel coordinators who manage travel arrangements for others. With this template, you can:

- Keep all your travel details in one place, reducing the risk of missing important information.

- Easily update and modify your itinerary as plans change.

- Share your itinerary with colleagues or family members so they can keep track of your travel plans.

- Access your itinerary from any device, making it easy to check details on the go.

Why use this Business Travel Itinerary Template?

Using a business travel itinerary template can significantly simplify your travel planning process. Here's why you should consider using this template:

- Efficiency: Instead of juggling multiple documents or emails, you can keep all your travel details in one place. This not only saves time but also reduces the risk of missing important information.

- Flexibility: Plans change, and with this template, you can easily update your itinerary as needed. Whether it's a flight delay or a last-minute meeting, you can quickly adjust your plans and keep everything organized.

- Accessibility: With Lark, you can access your itinerary from any device. Whether you're at the office or on the go, you can quickly check your travel details.

- Collaboration: If you're traveling with colleagues or need to share your itinerary with others, this template makes it easy. You can share your itinerary with just a few clicks, ensuring everyone is on the same page.

Get Started with Business Travel Itinerary Template.

Follow these few steps to get started with Lark templates:

1. Click 'Use this template' on the top right corner to sign up for Lark

2. After signing up for Lark, you will be directed to the Business Travel Itinerary Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Business Travel Itinerary to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this Business Travel Itinerary Template.

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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.

Create Flawless Travel Itineraries with Work Management in Smartsheet

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

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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Trip Agenda

Traveling is everybody’s dream. Working day after day, people will really spend the time to unwind. So, how do you plan for it? Agenda writing for an upcoming trip would help you achieve a trip that would not only have one activity but more than the fingers you have on your hand.

Although we all know that meeting agenda is more commonly conducted at businesses and school, an agenda is not only applicable to those institutions, but also on trips. To know more, try to check below samples of trip agendas that can make your trip worthwhile.

Business Trip Agenda

Size: 25 KB

Trip Plan Agenda

A TRIP AGENDA IS…

A trip agenda is a schedule of activities you have for a day worth of trip or so. It is a chronological list of activities to ensure that your day wouldn’t be wasted. A trip agenda shows what you expect to accomplish in the trip. Unlike effective meeting agenda examples that use numerals or whatnot, a trip agenda uses time frames.

A trip agenda is commonly used on tours. This way, visitors who travel to a certain destination can go to more places and can do more than one activity. A trip agenda also ensures that things would go smoothly between stops.

AGENDA FOR BUSINESS TRIPS

Business trips differ from the concept of traveling for relaxing purposes in beaches or other places. From the agenda examples in excel and other classification of documents, you can see that some trips are not for fun alone.

Although it may be a businessmen’s idea of fun, business trips are trips mainly for business purposes, such as visiting operational sites in other countries, meetings at other company sites, and etc. Writing a business agenda for trip is the same as other agendas, but the difference is business trips include a schedule related to work activities.

Road Trip Agenda

Family Trip Agenda

Size: 37 KB

Field Trip Agenda

Size: 418 KB

School Trip Agenda

Size: 101 KB

IDEAS ON TRAVEL ITINERARIES

It is exciting to have a trip in the near future that sometimes we would love to decide and create on our own itineraries instead of free agenda examples we can just find on the net.

You can do lots on a trip, such as visiting a country wherein you can set a time to visit a number of tourist destinations. If it’s a family trip, you can plan for activities. For a school trip, you can set up a program for activities. A lot can be done in a day, you just have to manage your time wisely.

BENEFITS OF TRIP AGENDA

Seeing all those agenda example in word or in templates, you know that a trip agenda is beneficial. Here are the reasons why:

Trip agenda would not let you miss anything in a trip.
You know what to expect and not get lost since the trip is organized.
You will have the idea where and when to buy what you wish.
You will be able to prepare and not leave anything behind.
Rather than wasting time during the vacation deciding what to do, agendas will save you from that and give you more time to enjoy your trip.

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Mastering business travel: the importance of a structured itinerary

Are you gearing up for an upcoming business trip? Whether you're a seasoned business traveler or embarking on your first corporate adventure, having a well-structured business travel itinerary is the key to a successful and stress-free journey. In this article, we'll introduce you to the benefits of using a business travel itinerary template, walk you through its key components, and discuss why planning is crucial for making the most out of a business trip.

The benefits of a business travel itinerary

Organization: The pre-travel checklist is an essential component of a business travel itinerary. It ensures you have all necessary documents and items before your trip, eliminating last-minute panic and providing a sense of order to your journey.

Efficiency: Structuring your time let’s you optimize your important business meetings while still giving yourself the space and flexibility to relax or explore your new destination. This level of planning ensures that every moment of your trip is used efficiently. To optimize your business meetings and personal time, our travel itinerary template provides a structured approach for a balanced and efficient journey.

Accountability: Another crucial aspect is facilitating expense tracking. It ensures you stay within budget and adhere to company guidelines. By meticulously recording your expenses, you maintain financial responsibility during your trip and align with company spending guidelines.

Preparedness: Having all your travel information in one place, from flight details to hotel reservations, is a cornerstone of an effective business travel itinerary. It ensures you're fully prepared for any situation that may arise, promoting a sense of confidence and readiness for your travels. With all essential information at your fingertips, you're equipped to tackle the unexpected with ease. Discover the benefits of comprehensive planning with our detailed guide to making travel itineraries.

Key components of the business travel itinerary

Pre-travel checklist: This essential checklist ensures you have all necessary items and documents before your trip, eliminating the risk of forgetting crucial items and ensuring a smooth journey.

Essential travel details: Traveler's information and travel dates ensure that you can be reached during your journey and help coordinate your travel plans effectively. Transportation and accommodation details streamline your travel logistics, while tracking expenses ensures your trip is well-organized and within budget.

Day-by-day itinerary: A well-structured day-wise itinerary helps you make the most of your time during the trip. It ensures that you stay on track with your schedule, manage your commitments efficiently, and have time for both work and relaxation. This level of planning enhances your productivity, reduces stress, and maximizes the value of your business travel experience.

Why business travel itineraries matter

Business travel itineraries are not just about paperwork; they are tools for seamless and productive journeys. They ensure you have everything you need, help you stay organized, and make your trip as efficient as possible. For your next business trip, consider using our trip planner template to simplify your preparations and maximize the efficiency of your travel experience.

Incorporating a well-structured business travel itinerary can greatly simplify your preparations, keep you organized, and ensure you're well-prepared for every aspect of your journey. Whether you’re completing the itinerary yourself, or have a secretary to organize the trip for you, this comprehensive tool is your key to stress-free and productive travel. Take the first step toward enhanced efficiency and give this itinerary template a try for your next trip. Safe travels!

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Itinerary Templates

Travels and tours are common in almost every business. You need to send your employees to meet clients or supervise a worksite or attend Meeting Itinerary Templates , conferences and so on. A business travel itinerary is the most useful here as it puts the entire plan in a precise schedule so that it gets easier for your employees to understand their assignments & allotted timelines within the business tour. If you need help creating a proper business travel itinerary, you can count on a business travel itinerary template.

You are getting a readymade Sample business travel itinerary Template here which eliminates the cumbersome work of creating a whole itinerary from scratch.
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How to Create the Perfect Meeting Agenda

Steven G. Rogelberg

It’s all about asking the right questions.

Agendas are an important first step for a successful meeting, but far too few leaders put enough thought into the ones they create. In fact, research has found that a large percentage of agendas are simply recycled meeting to meeting. So what can you do to create agendas that inspire, target the issues that need to be resolved, and leave attendees satisfied with the time spent in discussion together? Instead of listing agenda items as simple bullet points, reframe them as questions instead. This approach will make you more strategic, thinking critically about the meaning of a topic and what your ultimate outcome is. It will also make it easier to determine your invitation list (the people essential to answering the questions) and better informs when to actually end a meeting (when the questions have been answered to satisfaction). And if you can’t think of questions to ask, maybe you don’t need that meeting in the first place.

Read any book on running effective meetings and, chances are, one of the first recommendations is going to be to set an agenda. Managers are often led to believe that having a written plan is the key for an engaging and successful meeting. Sadly, it’s not that easy. Research has actually found little to no relationship between the presence of an agenda and attendees’ evaluation of meeting quality. What matters is not the agenda itself but the relevance and importance of what’s on it, and how the leader facilitates discussion of the agenda items.

SR Steven G. Rogelberg is the Chancellor’s Professor at the University of North Carolina Charlotte for distinguished national, international, and interdisciplinary contributions. He is the author of Glad We Met: The Art and Science of 1:1 Meetings (Oxford University Press, 2024) and The Surprising Science of Meetings: How You Can Lead Your Team to Peak Performance (OUP, 2019) and. He writes and speaks about leadership, teams, meetings, and engagement. Follow him on LinkedIn or find more information at stevenrogelberg.com .

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Organizing business trips: effective meetings

Business meetings are an important part of the business travel organization and are an increasingly frequent and necessary activity among company managers. Their purpose is based on closing possible agreements, collaborations and strengthening the relationship between different companies.

Define the goals

We must make it clear what the purpose of this meeting is. To explain the services of our product? To get a sale?

It is important to set goals and focus the visit on achieving them in order to have a good business travel organization.

Plan your visit in advance

You must specify the topics to be discussed and inform all attendees. To do so, you can call for a meeting at any online calendar to ensure that all attendees confirm their meeting and briefly explain the points to be addressed.

Try to see all the possible scenarios that can be addressed during the meeting and prepare something about each of them. This is perhaps the most important part of having a good business travel organization.

Select the people who will participate

The working meetings are intended to meet the objectives set a priori. Therefore, you must select the right people to accompany you in the meeting.

When it comes to developing your organization of business trip it is important that you are clear about who is the person you are interested in sitting down with. That is to say, if we want to sell a business idea or a product to a company or group of companies, it would be convenient to be attended by the right person or with enough power to help you achieve your goal.

If you sit down with another person's profile instead, you may be mistaken in presenting your idea, since it will not be heard by the right person.

Value the time

Time is a key factor in business meetings. It is just as important to arrive on time as it is to not overstay your visit.

Don't keep other attendees waiting, as this will generate a bad image of you and the beginning of the meeting will not be the desired one.

Also, it is important not to exceed the time of the conversation. Therefore, it would be a good idea to schedule a time for each point of the meeting, so that we do not exceed the time allotted and do not stray from our established business travel arrangements.

Time is a precious commodity that should not be wasted. Therefore, any topic that goes off the rails is best left undeveloped and saved for a future meeting.

The other attendees will have tasks to do once the meeting is over, so we must optimize the time and not get out of our points.

Organization of business trips: During the meeting

Dress, although not a factor in whether a meeting will go well or badly, is a relevant detail that you should take care of.

Figure out what kind of meeting you're gonna have. Maybe the meeting can be informal and you don't have to wear a suit, and vice versa. You have to take care of the small details that can also influence the course of the meeting.

In addition to the attire, it would be a good idea to carry your business card in perfect condition in case the people you meet request information about your contact.

Other details when it comes to having a good business trip organization although of less importance would be the position you sit in during the course of the meeting. Avoid postures that show fatigue, disinterest in some subject or idea of one of the attendees. Try to sit straight, close to the back of the chair and not leaning over it.

Taking care of the gestures is also a detail that is not usually taken into account but that transmits more than you think. Excessive hand movement, scratching, or touching the nose can be symptoms of nervousness and can be unconsciously transmitted to other attendees.

Don't go off the rails.

As we have already mentioned, the time factor is very important. Not only at the time of arrival and departure, but also during the course of the meeting.

Be clear about the objectives you defined for your business trip organization, before the visit, and keep them in mind when starting the conversation. It is important to focus on the ideas that were present in your mind and squeeze them to the maximum.

Therefore, avoid any change of topic which you are not interested in addressing, as this will cause you to move away from the topic you had mainly proposed. However, you should not be too abrupt. It is good to comment on any topic that the attendees have brought up in order to create a good climate in the meeting and to strengthen ties.

Another factor regarding time is speaking turns. It is advisable for all attendees to avoid talking at the same time. Respecting each other's turns and ideas is important for good communication and the atmosphere of the meeting.

Solve the doubts

During the meeting it is very possible that any of the attendees may have some doubts about the topic you have proposed. It is important that you make clear what your idea is and try to resolve any doubts or "fight" any objections that may arise.

Save all the information

It is possible that quite a few important points will be addressed during the meeting. All this generates a lot of relevant information for possible future decisions.

Therefore, it is important that you make a report of the meeting, leaving a record of everything that has been discussed, in order to have a continuous follow up of the topics discussed.

save information about my business travel organization

Another tip for good business travel organization is that when taking notes and relevant information reflect everything important in a cloud folder, to avoid possible loss of information and everything that goes with it.

We also offer you our free resource, a business travel agenda where you can organize all your notes related to the trip.

Follow-up of the points discussed

Once the meeting is over, it is convenient to follow up on everything that has been discussed, the decisions taken and to put into practice those tasks that are necessary to achieve the objectives set.

A good way to ensure that these decisions evolve is to draw up a timetable so that the agreed dates can be met.

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Planning a business trip 101: Tips for regular business travelers

There’s a lot to consider when planning a business trip. This guide is designed to make sure you’re prepared to get going. Travel for business is easier when you’re prepared.

By Jessica Freedman

February 9, 2024

Planning a business trip is not always fun and games ; there’s a lot to think about. Whether you’re a small business owner, a regular business traveler or a travel manager, it’s sometimes hard to know where to start. You have to deal with searching for the best travel deals, planning the ideal itinerary, and if you’re the one traveling, make a packing list.

Dealing with all that goes into planning business trips for yourself, your boss and your company is no easy task, which is why we’ve created this Business Trip 101 to help you get going. Travel easier and be sure how to plan a business trip after reading this guide.

Get going, travel easier

The more efficient your planning is, the more productive you can be on your business trips as a regular business traveler because you will have a clear agenda and know where your priorities lie. When it comes to corporate travel there is a lot to keep in mind such as flight and hotel bookings, scheduling, ground transportation, checked baggage vs. hand luggage and everyone’s agendas. The more organized you are, the better yours and your team’s results will be.

How to plan a business trip

Planning a business trip can take a lot of work, and part of that is making sure you can balance the business traveler’s mental health (or if you’re the one planning, you have your own wellbeing in mind) as well as the physical needs with the objectives of the company. This is why it’s so important to start with a goal. This way you can see if your agenda is feasible and whether it helps work towards achieving a goal while also following a rhythm that is feasible for the person doing the traveling. If you can, try to have a master planning list that allows you to optimize the time that goes into planning, and then you can more easily replicate for future trips.

1. Start with a goal

If you are looking for how to plan a business trip and stay efficient, we suggest you start with a goal for your business trip . Figure out what you want to accomplish and why you must take a trip to do so. With a goal in place it will be easier to figure out your objectives and then track KPIs related to the trip. KPIs could be the number of new clients onboarded, number of new prospects, number of sales contacts, or goals like designing the Marketing Plan for the following year or simply teambuilding, depending of course on the goal of your business trip.

If you are a regular business traveler traveling for a sales meeting, why not set up several meetings with different potential clients and current clients in the same area to avoid having to travel so frequently? This way you can focus on quality business trips over quantity, which makes them more productive and you will experience less travel fatigue, especially for regular business travelers.

2. Plan travel once and repeat

Sometimes the biggest part of getting anything done is devising a plan. So start your business trip planning by coming up with a travel plan that is easily replicable for future trips. Start by making a list of everything that you need to do to plan and turn it into a checklist. Business travel like any project needs a roadmap to get anything accomplished.

Need a helping hand to get started? Download our checklist!

3. create a master business trip itinerary.

Creating standard itinerary for a business trip oftentimes will fall in the hands of an administrative or HR professional, but if one isn’t provided for you, there are some important details you must consider jotting down such as transportation times and details, travel reservation and confirmation numbers, addresses, emergency contact information, check in and check out times for the hotel, day-to-day schedule details (such as what time do meetings start, where and how long do they go), as well as contact information for the people you will be meeting with.

It may seem overwhelming at first but once you have a master business trip itinerary outline it will be easily replicable for your next trip. If you work with a travel management company like GetGoing , you can store all your itineraries and travel documents in one place making managing your business trips as easy as the snap of a finger.

4. Store all business trip-related documents in one place

As we’ve mentioned, when you work with a travel management company, all of your business and trip-related documents will be stored in one place on the web app, including important contact information for travelers, hotel information, emergency contacts, and a support phone number to call in case of issues.

If you are booking all your regular business trips on your own without the support of a TMC, then be sure to have a spreadsheet and shared drive dedicated to your travel plans and itineraries. It will be easier to keep track of everything and ensure nothing gets missed.

Packing and trip lists: lists are your friend

When it comes time to pack for your business trip there is nothing more important than having a list ready with everything you need to start your business travel plans, especially if you’re a regular business traveler. That means having a running list of those elements that you can’t travel without like your passport or ID, your computer, a mouse, a pen and notebook, or your business cards.

Consult our ultimate packing list for more ideas about the travel essentials.

Make a list of all the travel extras

Extras can be things like checking a bag, traveling business class on a flight, purchasing an in-flight meal, having a driver pick you up, and more. The kinds of extras permitted might depend on your company’s travel policy. For example, taking a taxi instead of the bus to the airport may or not be allowed based on the budget per trip your company has in mind, so make sure to check with your travel manager, HR or office manager about what is and is not allowed.

Search for business travel deals

Finding business travel deals is perhaps the most important and time-consuming task when it comes to making your business travel arrangements. If your company doesn’t already work with a TMC, you may consider urging them to sign up for a corporate travel management solutions company who can help you find the best (and most convenient) travel deals .

Some other cheap travel hacks for regular business travelers are:

Be flexible with dates
Travel in the middle of the week instead of Monday or Friday.
Consider traveling via a historically cheap destination to get to your final destination
Go with budget flight options like RyanAir, EasyJet or Vueling

Business travel by flight

Business travel by flight is one of the hardest parts of booking a business trip. How can you find the most convenient and shortest route without having to pay an arm and a leg? There is also a fine balance between the amount of time you dedicate to searching for cheap flights and the amount you pay because after all time is money, so you don’t want to whittle away your time to spend a little less.

It’s also hard to know, whether hand luggage is enough for you when traveling by air, whether it’s worth-it to book business or first class (and if your company even allows it). One of the most important things is to familiarize yourself with your company’s travel policy so you don’t find surprises when it comes time to having your travel approved.

Man with mask on carrying a backpack looking at plane from inside an airport

Checked or hand luggage only: Is hand luggage enough for you when traveling by air?

So should you go with checked or hand luggage only? Is hand luggage enough for you when traveling by air? Our rule of thumb when is to ask yourself the following questions, which can help you decide whether hand luggage is enough or if you should consider fronting the extra bucks to check a bag:

Is your meeting formal or informal? If it’s formal you may want to consider checking a bag so you can keep your suit or blouse from wrinkling.
How many days are you traveling for? 1-4 days of informal business travel can easily be packed into hand luggage only. Beyond 5 days, it’s definitely worth checking a bag or if you have to deal with cold weather or different climates on the different stops in your trip.
Will you be adding time on for bleisure or blended travel? If you decide to add in extra days either before or after your trip you may consider throwing in a bathing suit to hit the beach or the spa or some extra clothes that don’t necessarily scream “I’m on a business trip.”
What kind of traveler are you? If you’re the kind of traveler that wants to throw in your rain boots and parka in case it rains when you’re traveling to Spain that has an average of 50 days of rain a year, then you might consider checking a bag. If you’re a “worst case scenario” type of traveler then just a carry-on will most likely never suffice.

Hotels for business travelers

Choosing the right hotels for regular business travelers is no easy decision. Breakfast or no breakfast? What kind of amenities are non-negotiable? Is it better to be close to the office or downtown? Should you choose a hotel just because they include airport pick-up? There are so many questions to ponder that we’re going to dedicate an exclusive post just to choosing hotels for business travelers. Stay tuned.

Use the right tools for booking hotels for your business trip

Kayak, Skyscanner, Google flights or Hopper are all great tools for your every day trip, but when it comes to business travel, you want a company like GetGoing travel management for businesses that will help optimize and streamline your booking process. The easier trip planning is, the less time you will have to spend planning and the more productive you can be in your daily job.

And that’s how you plan a business trip

Review and refine the process for planning a business trip . To do so, create a short survey that you can share with your team so you can evaluate how the trip went and assess whether the goals of the meeting were accomplished. This is an important step, especially when deciding whether to travel or not to travel for future trips. The more often you reach your goals and the more your goals are reliant on a trip to meet them, the more it makes sense to travel.

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15 Tips On How To Plan Successful Business Trips

Home » Guide » 15 Tips On How To Plan Successful Business Trips

Successful corporate ventures involve careful planning and execution in all aspects. And business travel is no different. Though it may sound easy, understanding the intricate details of how to plan a successful business trip is a bit difficult. There are numerous variables involved while planning a corporate trip such as dynamic flight fares, flight cancelation, employee unwillingness, emergencies, and many more. Hence, to ensure smooth business travel, let us discuss the basics on how to plan successful business trips.

How to plan successful business trips

We can divide the planning of a business trip into three sections: Pre-trip planning, during-the-trip plan, and post-trip planning. Let us explore these avenues differently.

I. Pre-trip planning

1. Determine objectives

Every endeavor should have a clear purpose or aim. Corporate can define the outcome of a trip for the employees and brief them about it. It can be meeting new prospects, delivering customer support service, participating in an event, etc. A set guideline will help in evaluating the degree of success or failure of the trip.

2. Establish a budget

As corporate travel makes up the second largest expense of corporate after salaries, budgeting becomes a crucial step of planning. Travel managers should coordinate with partnered TMCs to find the best flights, connections, and accommodations. Further, They should allocate a budget for transportation, meals, and other expenditures.

3. Research destination and make an itinerary

While planning a trip to a foreign land, travel managers and traveling employees need to know about the destination. They should be aware of the local geography, local customs, and business etiquette. Additionally, they should understand the local laws and special considerations of the location. Another important aspect of a business trip is defining a clear itinerary. Travel managers should maintain departure dates, business meetings and events schedules, and other such details and share them with the employee and TMCs.

4. Transportation

Choosing a suitable transport can help travel managers save highly on trips. They should also ensure a good travel experience and minimize connecting flights. Moreover, if trains are possible and the schedule allows for it, travel managers can also use railways, which will cost much lesser than flights.

5. Accommodation

Booking hotels can be a tough job for travel managers. The travel admins should consider budget, location, and amenities while selecting accommodations for their employees. They should make reservations for securing top discounts and ensuring the room’s ready availability.

6. Travel documents

Admins can provide brief guidance about the travel documents required to travel to a particular country. Employees should produce all the necessary documents such as passports, visas, or other documents beforehand. The validity of these documents should be ensured before travel and any discrepancy should be filed for correction if needed.

7. Travel insurance

Travel insurance is essential to protect employees against unforeseen or unfortunate circumstances. Moreover, corporates should ensure that TMCs provide support and look after the travel insurance of the employee. Travel managers should read the terms and conditions of the insurance policy to avoid future hassles and disputes.

8. Contact and schedule meetings

All the involved parties should have each other’s contact information to establish better communication. Sometimes it may be possible that meeting schedules can change on the go; hence, stakeholders should remain in mutual agreement for fulfilling the purpose of travel.

9. Prepare meeting materials

Gathering and providing the right presentations, documents, or contracts to the employee is essential. Employees should remain prepared for the meeting and organize their relevant material to avoid any miscommunication or delay. These documents should provide prompt solutions to any problems raised during or after the meeting.

10. Create a packing checklist

Travel managers should prepare a comprehensive list of essential items to pack. This can include business attire, electronics, adapters, business cards, and any specific materials required for the trip. They can also create and share the packing list as per the location, weather, and culture.

II. During the trip

12. Time management

Employees should understand the importance of the schedule and should strictly adhere to it. They should arrive at the meeting venue earlier than the set time. Maintaining a personally enforced schedule for exercise, lunch, dinner, outings, etc. will help in enhancing the overall experience of the trip.

13. Networking opportunities

On the trip, employees become the ambassadors of the company. Therefore, it is crucial to train the employees with the soft skills required to aptly represent the business. They can build a network of potential clients and contributors while carrying out simple meetings or participating in corporate events.

14. Expense tracking

Employees should record all of the expenses made during the corporate travel and keep the receipts handy with them. Doing this will help them get reimbursements for any out-of-pocket expenses that were necessary during the trip.

III. Post-trip follow-up

15. recap and evaluation.

A business trip report should be shared with the higher management to analyze and evolve with the prior trips. The feedback loop creates the opportunity to know about the personal experiences of the employees and build on a constructive path.

Corporate trips are essential to expand the reach and potential growth of businesses. Therefore, knowing the details about how to plan a successful trip is highly important for ensuring adequate ROI, both tangible and intangible. And planning for the trip and ensuring that the following through of the plan is of optimal importance to ensure the least amount of creases in a Business’s growth trajectory.

How To Plan Successful Business Trips FAQs

What constitutes business travel planning.

Business travel planning constitutes pre-trip planning, during the trip planning and adjustments accordingly to pre-trip plans and creation of a post-trip plan of recapping and objective evaluation.

What is pre-trip planning?

Pre-trip planning involves determining key objectives, budget allocation and itinerary creation. These are to be done well in advance of the trip if timings and internal tasks allow for it and little if not none of the planning must happen last-minute.

What is during the trip planning with respect to business travel?

Not all circumstances are foreseeable and plans rarely go pitch-perfect. Therefore assessment of the current scenario and planning as required during the trip and making necessary adjustments to the plan or adopting contingencies is necessary in most cases.

What constitutes post-trip evaluation in business travel planning?

After the completion of a business trip, the entire picture can finally be seen and studied. All considerations and plans made before and during the trip can be reflected upon, recorded and improvements that are possible should be considered. These constitute post-trip evaluation and it is very integral to do these evaluations whether a corporate is outsourcing its travel management or whether it is dealt with internally. Because efficient expenditure and smooth execution of plans is of extreme importance to running a business.

Pratyush is a traveling enthusiast who always looks for innovations in business travel management. He has 5 years of experience writing content on corporate travel management and working closely with expert business travel facilitators.

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Meeting Itinerary Template

Collect your online responses with Jotform and turn them into professional, elegant PDFs automatically.

A Meeting Itinerary Template is a document that is used to organize and plan a successful meeting. This document is very useful in a meeting because this is where the participants will be basing on to prevent wasting time. This will also help the presenter to measure how long the presentation will be so that they can prepare.

This Meeting Itinerary Template shows the title of the meeting, date, start time, end time, the location where the meeting will be held, the purpose and objectives of the meeting. The meeting agenda section is using the Input Table in order to display the time, activity description, and the presenter's name in a table format. This PDF template also displays the person who prepared it and the person who approved it. You can easily customize this PDF template via the PDF Editor where you can change the color theme, add images, change font format, and many more.

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A plane ticket template is used by airlines to book tickets for their customers online. Are you a travel agent, booking company, or airline looking for a way to sell tickets online? Our free Plane Ticket Template is the perfect way to create polished plane tickets for your clients. Just enter each traveler’s flight and personal details and this sample airline ticket will automatically generate personalized PDF plane tickets, great for domestic or international travel. Download or print them for your records, or email them to clients as an itinerary or travel document to bring on the day.You’ll get off to a flying start with our readymade Plane Ticket Template — but if you’d like to customize the template, Jotform’s drag-and-drop Form Builder ensures you won’t be flying blind when it comes to design. Simply drag-and-drop elements to add your logo, outline flight details, and update terms and conditions. Why not integrate the attached form with one of our payment gateways to accept secure payments online? Try our Plane Ticket Template today to instantly generate professional, uniform plane tickets — it can save you time, organize your records, and help your travel business reach new heights.

Vacation Itinerary Template

Whether you run a travel agency company or just someone who loves to travel and wants to have a detailed plan documented, a Vacation Itinerary Template is always necessary. Having a ready-made itinerary PDF template will help you in planning for your travels and will maximize your time and expenditures. Try this sample Vacation Itinerary Template from Jotform. This template is designed to suit any kind of vacations but feels free to modify it. It has basic information such as the destination, date and time of arrival, places to visit, estimated cost and many more. You can change this information or add more if you want.

Flight Itinerary Template

A Flight Itinerary is an airline travel route information of a person or a group detailing the departure and arrival schedules of every flight. The information provided includes the type of aircraft that the passenger will board on, the date and time of flight, the reservation/booking numbers, the target destination, including the terminal and if possible, the gate in the terminal where the passenger will go on board.This Flight Itinerary PDF Template is a simple, yet, comprehensive flight itinerary PDF document that was built from Jotform's PDF builder. It includes the necessary information that is needed in a flight itinerary, including possible connecting flights to reach the destination. This Flight Itinerary PDF template is easy to modify. Just copy this to your Jotform account and start editing it in your PDF editor and you are good to go!

PDF Templates /
Itinerary /

Itinerary Templates

Use our free Plane Ticket Template to create customized domestic or international plane tickets fast. Download, print, or send as PDFs in a single click.

Try this sample Vacation Itinerary Template from Jotform. This sample is designed to suit any kind of vacations but feels free to modify it. It has basic information such as the destination and date and time of arrival.

Build your flight itinerary anywhere and easily! Use this Flight Itinerary PDF template built under the Jotform PDF editor and you bring your flight itinerary in your computer of mobile device!

Business Travel Itinerary Template

Planning a business trip? Help employees and executives keep track of travel arrangements and appointments with Jotform’s Business Itinerary PDF Template. Using Jotform’s PDF Editor, you can edit this sample.

Daily Itinerary Template

A Daily Itinerary Template is a document that will help you organize your daily tasks by planning it ahead of time. This will definitely help you establish a habit and a plan to achieve your goal. This document can be used by students to prioritize the things that they need to do for a school like study habits and reviewing for upcoming exams. For adults, a daily itinerary is useful to prevent procrastination. It can also be used in travel activities in order to maximize vacation time.This Daily Itinerary Template shows the activities that you will follow for 7 days. Each day shows the time, activity description, and status. This template is utilizing the Configurable List widget where they can add activity information dynamically as needed. This PDF template can be edited easily via the PDF Editor where you can insert images, change font format, or change the theme color.

Itinerary Planner Template

Create personalized schedules for your next trip with this free Itinerary Planner PDF Template. Download, share, and print custom itineraries in seconds!

Travel Itinerary Template

A travel itinerary document composed of two pages providing the travel location, dates and contact details with the travel, accommodation and activities schedule with all necessary details included.

Bachelorette Itinerary Template

Instantly create PDFs itineraries for a bachelorette party. Easy to customize for any theme. Download, print, and share in just one click. No coding required!

Birthday Itinerary

If you are organizing a huge birthday party, this Birthday Itinerary would help you inform your guests about the party schedule with all location, date and time information included. All submission data will be automatically generated as a pdf document with this design, that would allow you to send personalized itinerary for all your guests. You can fully change the template and create your own birthday itinerary, change the document alignment, background, fonts, colors and add more fields by simply dragging and dropping elements.

Event Itinerary Template

Create a downloadable, printable PDF event itinerary with our free Event Itinerary Template. Easy drag-and-drop customization. Send out itineraries via autoresponder!

Road Trip Itinerary

Trip Itinerary Template

This sample itinerary template contains the duration of the trip, destination, time and activities for each day. The PDF template only shows 3 days but you can use the PDF Editor to duplicate these elements and add more days.

Conference Itinerary Template

Organize a professional corporate or educational conference by using this Conference Itinerary Template. This simple PDF template is easy to use and can be customized based on your event.

Meeting Itinerary Template - PDF Templates

Impress your colleagues by showing your organizational skills with the help of this Meeting Itinerary Template. This template is easy to use and can be edited conveniently via the PDF Editor.

Wedding Itinerary Template

You’ll have the option to change any graphic element, list additional activities, include venue information, and even add photos of the happy couple.

Cruise Itinerary Template

Inform your passengers of the arrival and destination of the cruise by using this Cruise Itinerary Template. This document displays the destination, departure time, and arrival time.

Travel Itirenary

Camping Trip Itinerary Template

Create your Camping Itinerary straight out from Jotform with the use of this Camping Trip Itinerary Template! Stop figuring out how to start your camping itinerary document. Use this Camping Trip Itinerary PDF Template instead!

Formal Itinerary Template

Save time, money, and effort by using this Formal Itinerary Template in order to manage your event. This is one of the key elements in order to have a successful formal event.

Music Tour Itinerary Template

Produce your Music Tour Itinerary documents using this Music Tour Itinerary PDF template by Jotform! Create your music tour schedule easily and publish a document by providing the information for your itinerary to your delegates.

School Itinerary

Organizing a school event can be a daunting task. Use this School Itinerary template in order to plan a fruitful and memorable school event. This is a simple PDF but can be very engaging.

Employee Handbook Template

Create an employee handbook for your company. Get a head start with this ready-made template. Free and easy to customize. Share to sign in seconds.

Name and date

About itinerary templates.

The journey of a thousand miles begins with a single step — or one carefully thought-out itinerary. Whether you’re a travel agent, event coordinator, wedding planner, or someone organizing an annual family road trip , you can instantly create schedules for any upcoming occasion with Jotform’s Itinerary PDF Templates.

Using our drag-and-drop PDF Editor , you can reorganize the itinerary template layout and include additional activity fields to help you plan every moment. When users fill out your customized itinerary form, their information will automatically be saved as PDFs that can easily be printed or sent electronically to everyone on the guest list. Once downloaded, these mobile-friendly PDF itineraries can quickly be accessed on phones, so even when internet isn’t available, everything can still go according to plan.

Frequently Asked Questions

1) what are the subtypes of itinerary templates.

There are itinerary templates for events, vacations, conferences — you name it! You can use travel itineraries — which include information about flights, hotels, tickets, vacation packages, and more — as well as business itineraries for conference schedules or meetings. Plus, you can fully personalize your itinerary for any trip you’re planning, whether that’s a road trip, a bachelor party, or an all-inclusive cruise.

2) What is the purpose of using an itinerary template?

The purpose of an itinerary template is to provide a structured plan for a trip or event. It outlines all the details of the event, including activities, schedules, budgets, to-do lists, and more. An itinerary template can help you organize and streamline the planning process both more productive and enjoyable, whether you’re putting on a conference or a small event for friends.

3) What are the benefits of using an itinerary template?

An itinerary template helps with time management and organization. It helps you lay out the details of an engagement in advance, saving you time and hassle once the event actually happens. Itinerary templates are also great for communicating details with others, as you can send them out to everyone involved to communicate logistics. Lastly, itinerary templates are useful when budgeting for expenses because you can estimate and track costs in one place.

4) How do I create an itinerary template?

You can create an itinerary by heading over to Jotform’s PDF templates library. We have you covered with multiple itinerary templates to choose from — no matter your needs. Simply pick the template that works best for you, click Use Template, and customize it in our PDF Editor. When you’re finished, you can share it via email or link or embed it in your website in seconds.

5) What information should be included in an itinerary template?

Generally, an itinerary template should include the major elements of the event or trip. For example, if you’re making a flight itinerary, make sure to include flight numbers, boarding times, terminals, and confirmation numbers.

If you’re making a conference itinerary, list the conference name, date, start time, location, sessions, and other details. Include a day-by-day or hour-by-hour breakdown of the schedule, depending on the length of your event.

The best way to construct an itinerary is to step back and think about all the information you would need to know as a traveler or attendee. This could include everything from budget and accommodation to meals and contact information, so take time to flesh out all the details.

6) Can I customize an itinerary template to suit my specific needs?

The beauty of the itinerary template is that you can adjust it to meet your requirements seamlessly. With Jotform’s intuitive drag-and-drop PDF Editor, you can rearrange sections, add new form fields, adjust fonts and colors, drop in your own logo, and much more. When you’re done, you can share it through email or a link with anyone who needs it. Plus, our mobile-friendly PDF itineraries work great on any phone, tablet, or computer, so your users can access them even if they’re traveling without a great internet connection.

7) Where can I find free itinerary templates online?

You can find free itinerary templates with a quick Google search. But, while there are many options to choose from, not all free itinerary templates are created equal. If you have to download a template as a Word document or PDF, editing them can get tricky, depending on which operating system or tools you use.

Jotform’s itinerary templates are completely free to use and easy to edit. Just choose the one you want to use, customize it in our PDF Editor, and you’re ready to go. You can create and share a robust itinerary in minutes.

8) How do I add accommodations and transportation details to an itinerary template?

You can add accommodation and transportation details to your itinerary template by replacing the text from the sections in one of our templates or by adding new sections to your itinerary.

You can include handy charts, color-block your sections, or create a snappy form design to make sure your users can absorb the information at a glance. To make your accommodation and transportation details even more organized, consider using standard formatting, bullet points, charts, and clear headings to enhance readability.

9) Can I share my itinerary template with others?

Yes! An itinerary wouldn’t be very useful if no one could see it except you — which is why Jotform has made this part as easy as possible. When you’re finished customizing your template, navigate to the Share button in the upper right corner of the PDF Editor. From there, you can create a link to share your document or invite users by email. You also have the option to grant private or company access, adjust permissions, and more.

10) Is it possible to create an itinerary template for multiple destinations?

Yes, you can create an itinerary template that covers multiple destinations for an event or trip! For example, if you’re organizing a company retreat with multiple destinations (think Chicago to New York or Paris to Berlin), you can create schedules for each location in the same itinerary. Put your stops on different pages or create separate charts with their activities. This way, you won’t have to send multiple documents to attendees.

11) Can I integrate a map or GPS coordinates into an itinerary template?

You can add a map as an image in your itinerary template to help guide attendees. You can also include information like the name and GPS coordinates of the destination in the template to make sure your attendees know where they’re headed.

12) How can an itinerary template help me stay organized during my trip?

An itinerary template can help you stay organized during your trip by eliminating unknown factors that may cost you time and money. For instance, if you book a bus to your day trip destination in advance, you won’t have to run around trying to find a way there the day of. An itinerary also helps you keep all the details about your day in one place so you won’t have to dig through your email searching for tickets or schedules.

One of the biggest perks of an itinerary is that it helps you manage your budget. Planning your budget in advance helps you estimate how much you’re going to spend and when, which also helps you add contingency funds should any surprises pop up.

And speaking of surprises — believe it or not, an itinerary can actually help with flexibility as well! Any trip will throw unexpected changes at you, but having your plans in one place will make it easier to rearrange specific activities or incorporate more time into your schedule with ease.

13) Are there any best practices for using an itinerary template?

There are several best practices that will help you get the most out of your itinerary template. The first one is to customize the template to your needs — adding all the details specific to your event will help you cover all your bases. Keep the information concise, so attendees don’t feel overwhelmed by too much text on the page.

It’s best to use a digital format such as a PDF for your itinerary, since paper itineraries are easy to lose or destroy. Be sure to share your document with all your attendees, so no one’s in the dark — and be sure to update it if any last-minute changes pop up!

14) How can I optimize my itinerary template to maximize my time during the trip?

Every itinerary will be different, depending on what each person enjoys. If you’re someone who likes to account for every minute of a trip, you can make a really robust itinerary. On the other hand, if you prefer to have some wiggle room, you can schedule one or two activities and leave the rest of your time to mosey around town.

In general, you can optimize your itinerary by prioritizing a couple must-see destinations and grouping activities together based on location. For example, if you’re headed to Barcelona and you’re most excited to see the Sagrada Familia, then you should plan a day in that part of town — and if a restaurant you wanted to try happens to be nearby, you can group those activities together.

It’s also wise to research transportation options in advance, because getting from one place to another often takes up the most time on trips. Be mindful of how long it’s going to take you to get somewhere — you might find it’s better to snag a cab than brave the train.

Lastly, plan in some buffer time and go with the flow! Nothing will ever go perfectly on a trip, but remember that it’s just as much about the journey as it is about the destination.

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Project Management

16 meeting agenda examples & free templates.

Evan Gerdisch

Content Strategist

March 25, 2024

We’ve all been a part of team meetings where most participants are clueless about the purpose of the meeting, and the speakers steer the discussion off-track.

What follows is a true catastrophe.

You’d find your team clocking in many unproductive hours because of the ‘said meeting’ without achieving any objective.

Good news!

A meeting agenda can help you avoid this and be the answer to all your woes. ✌

An effective meeting agenda is a plan you share with your meeting participants. It’ll help your team set clear expectations of what needs to happen before, during, and after the meeting.

In this article, we’ll discuss what a meeting agenda is and learn the five key steps involved in writing one. We’ll also look at 16 meeting agenda template options and explore the reasons why your entire team needs a meeting agenda.

Benefits of an Effective Meeting Agenda

How to write a meeting agenda 5 key steps, how to use ai for meeting agendas, team meeting agenda examples, 1. weekly 1-on-1 meeting agenda template by clickup, 2. all hands team meeting agenda template by clickup, 3. scrum meeting agenda template by clickup, 4. meeting notes agenda template by clickup, 5. project post mortem template by clickup, 6. meeting minutes template by clickup, 7. sprint retrospective brainstorm meeting template by clickup, 8. team meeting agenda template by meeting booster, 9. board meeting agenda template by template lab, 10. project kickoff meeting agenda template by docket, 11. meeting dashboard template by clickup, 12. brainstorm meeting agenda template by owl labs, 13. board of directors meeting minutes template by clickup, 14. hr meeting agenda template by where, 15. marketing meeting agenda template by hugo, 16. project management meeting agenda template by hypercontext, who benefits from using a meeting agenda, cross-off stress from your work life with team meeting agendas.

If you’re more of a visual learner check out this vlog on meeting agendas!

Let’s get started.

Sitting through a meeting that doesn’t have an agenda is pretty similar to setting out on a treasure hunt without a map.

A meeting agenda allows your team to set the meeting’s cadence , prepare for the meeting topic, ensure that everyone is on the same page, and keep them on track to hit their objectives.

Meeting agendas:

Give the meeting a clear purpose
Help you stay on track
Help define responsibilities

It consists of a list of topics, action items , and activities you want to discuss during the meeting.

A simple meeting agenda could be a short bulleted list. More detailed agendas include descriptions for each agenda item, reference material, and expected outcomes for each discussion topic.

Formal agendas also include timing and presenter information for each agenda item.

An example of a formal agenda can be a city council agenda used in a state’s city council meeting. These agendas can have an open forum section that makes time for public comment.

But formal meeting agendas aren’t restricted to the government.

You can use them in your company’s meetings too. You just have to choose the agenda that suits your team the best .

Now that you know what a meeting agenda is, let’s look at how you can write one. ✍

Here are the five easy steps you can follow to create the right meeting agenda for your team:

1. Establish the meeting type

Not informing your team about the type of meeting they’d be attending can cause a lot of confusion.

Imagine a team member attending a regular meeting only to find out that it’s their performance review .

The horror! 😱

To avoid catching people off-guard, make sure you all know what the meeting is about.

Meetings can be of several different types, including:

Team meeting: also referred to as a staff meeting, these are opportunities for your team to discuss various business aspects
Board meeting: a formal meeting among your organization’s board of directors. They’re generally held at regular intervals to review team performances and policy issues
Executive session: held by board members regularly before their routine board meetings
Recurring meeting: daily, weekly, or monthly meetings that repeat regularly
Project kickoff meeting : conducted at the beginning of every new project to inform the team about project objectives, deliverables, and timelines
Brainstorming meeting: used to flesh out a new idea with your teams in a conducive brainstorming session
Feedback meeting: hosted to gather constructive feedback from your team regarding new projects and processes
Agile meeting : a special meeting used to hold hyper-focused discussions for agile teams to conduct sprint reviews, share valuable project information, customer feedback, project updates, etc.
Scrum meeting: uses a scrum meeting agenda that may include sprint planning, daily standups, product backlog refinement, sprint reviews, etc.
Retrospective meeting: held after project completion to discuss what went well and what didn’t
Onboarding meeting : help new hires understand professional expectations in their work environment
Committee meetings: help a subgroup of team members from your company form a committee to achieve any special function.

2. State the objective of the meeting

What are the top reasons you’re having a meeting with your team?

Do you want to update them about a project? Do you want their insights on something?

Clearly stating the meeting objective gives your team a heads-up on what’s coming their way. At the very least, they’ll know whether to bring a project report or a beer to the meeting.

3. Identify specific meeting topics

Once you have a clear meeting goal, make a list of discussion topics you want your team to cover.

We’re going to let you in on our secret to make your meetings more engaging.

Make sure to pick discussion topics that affect everyone in the meeting.

This way, you’ll have all your team members willing to participate in the discourse.

Related: Our remote guide to Virtual Meeting Etiquette !

4. Allocate time to discuss each topic

Meetings are expensive and can be difficult to organize. They’re only productive when they can utilize time effectively.

That’s why it’s important to allocate a certain amount of time to discuss each meeting topic. And you won’t end up straying and spending all your available time on a single topic.

Using a consent agenda is another time-saving trick for your meetings. A consent agenda groups recurring discussion topics into a single agenda item that you can easily cross-off.

These measures will make sure your meetings don’t become a time-suck and a calendar clogger. 👀

5. Include a list of necessary documents

Let’s say you hold a meeting with your project stakeholders .

One way to make the meeting more productive is to share all project documents through your team meeting agendas ahead of the meeting.

Think of this as one of the pre-reading activities your teacher would ask you to do back in school. 🤓 This practice sets the right context for every participant in the meeting and empowers them to contribute to the discourse.

Now that you know what to do, let’s look at some meeting agenda examples to help you see what these steps look like in action.

Bonus: Conference agenda templates !

Artificial Intelligence (AI) can significantly streamline meeting management, turning every gathering into an efficient and productive experience. By integrating AI with project management tools like ClickUp Brain , teams can leverage automation to handle routine tasks and enhance meeting productivity. Here’s how AI can assist:

AI-powered Meeting Agendas : ClickUp’s AI capabilities can draft personalized meeting agendas based on the participants’ roles, previous meeting notes, and ongoing project demands. By analyzing prior meeting notes and objectives, AI can help ensure that each meeting covers all critical points without missing a beat.
Smart Summarization : Post-meeting, AI can condense hours of discussion notes into succinct, actionable summaries. This feature enables participants to swiftly get the gist of the meeting and review any points they may have missed, ensuring everyone is aligned and informed.
Instant Action Items Creation : ClickUp AI can identify potential tasks from your notes and automatically create action items in ClickUp. This seamless transition from discussion to execution means that follow-ups are clear, time-bound, and less likely to be overlooked or forgotten.

Embedding AI in your meeting processes not only saves time but also enhances the quality of your meetings. It helps to maintain focus, track progress against objectives, and foster a culture of accountability by automating routine yet crucial aspects of meeting management.

Here’s a couple simple meeting agenda example for your reference:

Design Team Meeting

Date: 02/07/24

Time: 09:00 am – 09:45 am

Meeting Participants: @SpongeBob, @Patrick, @Mr.Krabs, @Squidward

Meeting’s Purpose:

Develop a new website page for product testimonials

a. Before the meeting:

Every attendee must review the document on product testimonials

b. Discussion topics:

Review product testimonials document (10 min)
Discuss the content you want to include on the web page (10 min, @Name)
Present sample designs for the web page (15 min, @Name)
Share suggestions and vote on the website design (10 min)

c. Action items:

Create a timeline for design deliverables – @SpongeBob
Share first cut of the web page design – @Patrick
Schedule and make an itinerary for a second meeting to finalize design – @Mr.Krabs

Sales Team Weekly Review Meeting

Date: 04/14/24

Time: 02:00 pm – 02:45 pm

Meeting Participants: @Alice, @Bob, @Charlie, @Dana

Evaluate weekly sales performance and discuss strategies for improvement
Each participant should update the CRM with the latest sales data
Review weekly sales figures and trends (15 min)
Discuss obstacles in the sales pipeline and solutions (10 min, @Alice)
Brainstorm strategies for upcoming sales campaign (10 min, @Bob)
Set goals for the next week (10 min)
Compile a report of weekly sales metrics – @Charlie
Draft a preliminary plan for the sales campaign – @Dana
Organize a training session on new sales software – @Alice

HR Monthly Planning Meeting

Date: 04/21/24

Time: 11:00 am – 12:00 pm

Meeting Participants: @Emma, @Liam, @Noah, @Olivia

Plan HR activities for the next month and update on current employee initiatives
Review employee feedback from the previous month
Analyze employee satisfaction survey results (20 min)
Update on the status of current recruiting efforts (15 min, @Emma)
Plan employee engagement activities for the next month (15 min, @Noah)
Discuss updates to HR policies (10 min)
Implement changes based on employee feedback – @Liam
Finalize recruitment schedule and process – @Olivia
Prepare the schedule for upcoming engagement activities – @Emma

These samples should give you an idea of how you want to design your meeting agenda. To help you further, let’s look at some meeting agenda templates from the most popular online meeting tools .

16 Team Meeting Agenda Templates

Here are 16 meeting agenda templates that you can use to create your next agenda:

Keep all of your agendas, action items, and feedback all in one organized place with this Weekly One-on-One Template by ClickUp

One-on-one meetings are your chance to connect and align with the people you manage in the most effective way possible. ClickUp’s 1:1 meeting template keeps all of your agendas—tailored for each individual—in one organized place.

ClickUp’s all-hands meeting template helps to keep communication open across the company, and ensures everyone is aligned and up to speed with individual and group goals. All hands meetings give room to share information from updates to announcements about future agendas and encourage collaboration and alignment throughout the team.

This scrum meeting agenda template by ClickUp will make daily meetings a breeze. Daily status meetings about tasks for projects help to ensure that a team is aware of the progress on their front.

ClickUp’s meeting note-style agenda template is the perfect place to keep all event meeting notes, key takeaways and action items.

Projects don’t always go to plan. Use this project post-mortem template by ClickUp to set new goals and keep your team heading in the right direction.

This collaborative meeting minutes template is a ClickUp Doc designed to provide the perfect outline for a successful meeting summation.

ClickUp’s Meeting Minutes Template includes pre-built pages for organizing teams, individual meeting notes , and instructions for getting the most out of your meeting with this template!

Turn your meeting notes into a newsletter with newsletter templates !

ClickUp sprint retrospective meeting template

Save time and gain valuable insights with this simple Sprint Retrospective Template . Whether you are running an agile team meeting or a project management meeting, this template will help you build a crystal-clear picture of what went well, what didn’t go so well, and what to change moving forward.

The main objective of team meetings is to share important information with team members, align on goals, and call out any blockers. This team meeting agenda template helps the team stay focused on the goals of the meeting.

Board meetings tend to run over time. Use a schedule template for your next board meeting using this board meeting agenda to stay on track and finish your meeting on time.

It’s important to set the tone for a new project from the start. Use this project kickoff meeting agenda template to facilitate a successful project launch!

Use this ClickUp meeting dashboard template as an agenda for your next meeting. This template makes it easy to see the status of different tasks during a meeting.

This creative brainstorming meeting agenda is a great way to keep your brainstorming meetings on track from week to week. This template makes it easy to run your meeting and stay focused on brainstorming.

Create structure with this ClickUp Board of Directors Meeting Minutes Template . Record and tag your attendees, organize agenda action items, and take detailed notes for each agenda.

HR departments have a lot to keep track of. This HR meeting agenda template will give your HR team a way to come together for a productive meeting that isn’t complicated or stressful.

Use this marketing meeting agenda to bring your marketing department together to celebrate wins, align on goals, and identify project blockers.

This project management meeting agenda template will help you identify objectives, risks, and deadlines for your next team project.

When it comes to planning a meeting, creating a thorough and well-organized agenda is crucial for ensuring that the meeting runs smoothly and achieves its objectives. Here are some of the key beneficiaries of using a meeting agenda:

Project Managers: Project managers often have to lead team meetings and having a well-planned agenda helps them to stay on track, cover all necessary topics, and keep the meeting focused.
Project Status Meeting Agenda
Project Coordinators Meeting Agenda
Lessons Learned Meeting Agenda
Post Mortem Meeting Agenda
Leadership Teams: Meeting agendas are also beneficial for leadership teams, such as executive boards or management teams. They can help to ensure that important topics are discussed, decisions are made efficiently, and everyone is on the same page with regards to company goals and strategies.
Leadership Offsite Meeting Agenda
Executive Leadership Meeting Agenda
Board of Trustees Meeting Agenda
Executives Meeting Agenda

An effective meeting agenda will make team collaboration seem like a cakewalk.

And when collaboration becomes easy, your team can focus on amping up their productivity and getting their creative juices flowing.

With the help of a project management tool like ClickUp, writing effective meeting agendas and managing meetings are easier than ever!

ClickUp lets you document every meeting, manage agendas, take down effective meeting minutes , assign comments to your team, and so much more.

Ready to watch your team ace teamwork and hit all their objectives?

Get ClickUp for free today and say goodbye to meeting disasters. 👋

Questions? Comments? Visit our Help Center for support.

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Per Diem Lookup

Privately owned vehicle (POV) mileage reimbursement rates

GSA has adjusted all POV mileage reimbursement rates effective January 1, 2024.

* Airplane nautical miles (NMs) should be converted into statute miles (SMs) or regular miles when submitting a voucher using the formula (1 NM equals 1.15077945 SMs).

For calculating the mileage difference between airports, please visit the U.S. Department of Transportation's Inter-Airport Distance website.

QUESTIONS: For all travel policy questions, email [email protected] .

Have travel policy questions? Use our ' Have a Question? ' site

PER DIEM LOOK-UP

1 choose a location.

Error, The Per Diem API is not responding. Please try again later.

No results could be found for the location you've entered.

Rates for Alaska, Hawaii, U.S. Territories and Possessions are set by the Department of Defense .

Rates for foreign countries are set by the State Department .

2 Choose a date

Rates are available between 10/1/2021 and 09/30/2024.

The End Date of your trip can not occur before the Start Date.

Traveler reimbursement is based on the location of the work activities and not the accommodations, unless lodging is not available at the work activity, then the agency may authorize the rate where lodging is obtained.

Unless otherwise specified, the per diem locality is defined as "all locations within, or entirely surrounded by, the corporate limits of the key city, including independent entities located within those boundaries."

Per diem localities with county definitions shall include "all locations within, or entirely surrounded by, the corporate limits of the key city as well as the boundaries of the listed counties, including independent entities located within the boundaries of the key city and the listed counties (unless otherwise listed separately)."

When a military installation or Government - related facility(whether or not specifically named) is located partially within more than one city or county boundary, the applicable per diem rate for the entire installation or facility is the higher of the rates which apply to the cities and / or counties, even though part(s) of such activities may be located outside the defined per diem locality.

IMAGES

10 Free Business Meeting Agenda Templates
6+ Trip Agenda Templates
How To Create A Meeting Agenda Template
Free Itinerary Templates to Perfectly Plan Your Trips, Travel Plans
Business Travel Itinerary Template
Free Business Meeting Agenda Template

COMMENTS

Essential Business Travel Itinerary Templates for Successful Trips
Essential Business Travel Itinerary Templates for Successful Trips. Planning travel itineraries is one important aspect of an Executive Assistant's work. Executives usually travel to meet key business partners, pursue game-changing deals, and attend high-profile conferences and meetings. The success of these mission-critical travel plans ...
Business Travel Itinerary Template
Editable Sample Travel Itinerary for Excel. A business meeting itinerary template is a crucial tool when preparing to attend a meeting. This meticulously structured guide delineates essential details such as the reasons for attending the specific meeting, its venue, date, and time. By consolidating all these details in a comprehensible manner ...
Business Meeting Travel Itinerary Template
Free Itinerary Templates by Visme. Visme's travel itinerary templates are a great way to keep travelers organized and right on schedule. Whether you're a travel agency creating an itinerary for your customers, a tour guide creating an itinerary for your tour groups, an HR executive creating a business trip itinerary for employees or an ...
Free Business Travel Itinerary Template
A business travel itinerary template is a document that outlines the details of a business trip, including the dates, destinations, and activities planned. It is a tool to help organize and plan the trip and provide a reference for all participants. ... Business Meeting Itinerary-A basic chart with any and all meetings that are scheduled to ...
10 Free Travel Itinerary Templates in Google Docs, Word, & Excel
ClickUp Basic Agenda Template 6. ClickUp Conference Itinerary Template 7. ClickUp Board Meeting Agenda Template 8. Excel Vacation Itinerary Template 9. Google Docs Travel Itinerary Template 10. Microsoft Word Business Trip Itinerary Template. There are a lot of things that go into planning a trip. From scheduling flights, booking hotels and car ...
How to Create a Business Travel Itinerary
Once you gather all the information required, using the simple 2 column Business Travel Itinerary template provided, follow these steps to create a Business Travel Itinerary for your client or executive. The template is using tables so you can add and delete rows as desired. Highlight important dates and times by using bold styling and color so ...
Business Travel Itinerary with Meeting Schedule Template
Instantly Download Business Travel Itinerary with Meeting Schedule Template, Sample & Example in PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Apple Pages, Apple Numbers Format. Available in A4 & US Sizes. Quickly Customize. Easily Editable & Printable.
Top tips on how to plan a business trip
Follow these 6 steps for an effective business trip: Make your travel arrangements well in advance. Select your accommodation based on both price and convenience. Create an itinerary. Research your destination. Remember your electronics, accessories and travel documents. Prepare for your meeting. In today's digital world, we can communicate ...
Business Travel Itinerary Template
That's where our Business Travel Itinerary Template comes in. With Lark's advanced features, you can input all your travel details in one place, making it easy to access and update as needed. This template includes fields for date, departure time, arrival time, flight information, accommodation, meeting details, contact information, and other ...
Free Itinerary Templates
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.
Trip Agenda
A trip agenda is a schedule of activities you have for a day worth of trip or so. It is a chronological list of activities to ensure that your day wouldn't be wasted. A trip agenda shows what you expect to accomplish in the trip. Unlike effective meeting agenda examples that use numerals or whatnot, a trip agenda uses time frames.
Business travel itinerary
This level of planning ensures that every moment of your trip is used efficiently. To optimize your business meetings and personal time, our travel itinerary template provides a structured approach for a balanced and efficient journey. Accountability: Another crucial aspect is facilitating expense tracking. It ensures you stay within budget and ...
18+ Business Travel Itinerary Template in Excel
Detailed Business Travel Itinerary Template Free. This is a more detailed Travel Itinerary template which breaks your journey into flight, road transport, hotel and meeting minutes and events. It is a complete round-up for all your entire travel.
How to Plan a Business Trip
A copy of your detailed itinerary. Travel documents, such as your passport and driver's license, plus a physical and digital copy of these important documents that you pack in your carry on. Back-ups of presentations, sell pieces, brochures, and other important business materials. Extra business cards. Credit cards and cash.
Travel Itinerary Template for a Seamless Business Trip
With a business travel itinerary template, you can help employees stay more organized and manage their time effectively without any last-minute hassle. On the other hand, as a travel manager, you will know the budget for the entire trip. ... Meeting with Client: At the hotel: 3-4 hours: 1:00 PM: Lunch with Client: Restaurant name: Booking ID: 1 ...
Business Travel Itinerary
A business travel itinerary should include the following travel details: Travel dates and times. Flight information (including airline, flight numbers, departure/arrival times) Accommodations and contact information. Contact details for business meetings. This itinerary template in ClickUp can help you keep track of all this and more.
How to Create the Perfect Meeting Agenda
Agendas are an important first step for a successful meeting, but far too few leaders put enough thought into the ones they create. In fact, research has found that a large percentage of agendas ...
Organizing business trips: effective meetings
Organizing business trips: effective meetings. meetings, Business travel. Business meetings are an important part of the business travel organization and are an increasingly frequent and necessary activity among company managers. Their purpose is based on closing possible agreements, collaborations and strengthening the relationship between ...
Planning business trip 101: Tips for business travelers
Get going, travel easier. The more efficient your planning is, the more productive you can be on your business trips as a regular business traveler because you will have a clear agenda and know where your priorities lie.When it comes to corporate travel there is a lot to keep in mind such as flight and hotel bookings, scheduling, ground transportation, checked baggage vs. hand luggage and ...
Business Meeting Agenda: Free Templates
A business meeting agenda organizes topics of discussion or items of business that need to be addressed during the meeting. A typical business meeting agenda provides basic details such as the date, time, location and meeting participants. This is followed by the discussion points which outline the business that needs to be conducted.
15 Tips On How To Plan Successful Business Trips
They should arrive at the meeting venue earlier than the set time. Maintaining a personally enforced schedule for exercise, lunch, dinner, outings, etc. will help in enhancing the overall experience of the trip. 13. Networking opportunities. On the trip, employees become the ambassadors of the company.
Meeting Itinerary Template
You can use travel itineraries — which include information about flights, hotels, tickets, vacation packages, and more — as well as business itineraries for conference schedules or meetings. Plus, you can fully personalize your itinerary for any trip you're planning, whether that's a road trip, a bachelor party, or an all-inclusive cruise.
16 Meeting Agenda Examples & Free Templates
Here are 16 meeting agenda templates that you can use to create your next agenda: 1. Weekly 1-on-1 meeting agenda template by ClickUp. Keep all of your agendas, action items, and feedback all in one organized place with this Weekly One-on-One Template by ClickUp.
Privately owned vehicle (POV) mileage reimbursement rates
Socio economic categories Check your eligibility for small-business set-asides. Training and videos Suggested training for doing business with us. Travel ... Conference and meeting planning; Travel charge card; Privately owned vehicle (POV) mileage reimbursement rates. GSA has adjusted all POV mileage reimbursement rates effective January 1 ...