Travel Manager Pre-Travel Checklist
Download our free Pre-Travel Risk Assessment PDF to evaluate hazards, mitigate risks, and ensure the safety of employees traveling for work.
What's inside?
This eBook gives travel managers, safety leaders, and operational teams a clear, step-by-step framework for planning and approving workplace travel—especially in environments where risks, logistics, and compliance requirements are more complex than personal travel. Inside, you’ll find a comprehensive breakdown of everything that must be completed before an employee begins their journey, helping you prevent oversights, reduce risk, and meet organizational safety standards.
What is a Pre Travel Checklist?
A pre-travel checklist is a list of tasks and items that need to be completed or brought before embarking on a trip. It can be used for both personal and business travel, but it is especially important for workplace travel, which can be more complex and high-risk.
When to use a Pre Travel Checklist
A pre-travel checklist should be used whenever you are planning a trip, but it is especially important for workplace travel. This is because workplace travel often involves multiple people, different destinations, and complex logistics. A checklist can help to ensure that everything is covered and that nothing falls through the cracks.
How to use the Pre Travel Checklist
The Travel Manager Pre-Travel Checklist is an interactive PDF that can be used to plan and manage workplace travel in a post-COVID-19 environment. It includes sections on:
- Travel requirements (passports, visas, vaccinations, etc.)
- Travel bookings (flights, accommodation, transportation, etc.)
- Travel safety (health and safety precautions, emergency contact information, etc.)
- Travel compliance (corporate travel policy, COVID-19 safety protocols, etc.)
To use the checklist, simply open it up and start working through the tasks one by one. Be sure to check off each task as you complete it. You can also use the checklist to assign tasks to different team members.
FAQs
Why is a checklist important in the workplace?
A checklist is important in the workplace because it can help to ensure that tasks are completed accurately and efficiently. It can also help to reduce the risk of errors and omissions. In the context of workplace travel, a checklist can help to ensure that all of the necessary travel requirements are met and that all safety precautions are taken.
What considerations should be made during the planning phase of workplace travel?
During the planning phase of workplace travel, it is important to consider the following:
Travel requirements: What travel documents are required for the destination? Are there any visa requirements? Are there any vaccination requirements?
Travel bookings: What flights and accommodation need to be booked? What transportation will be needed?
Travel safety: What health and safety precautions need to be taken? What is the emergency contact information in case of a problem?
Travel compliance: What are the company's travel policies? Are there any COVID-19 safety protocols that need to be followed?
What safety rules should you know before travelling?
Some basic safety rules that you should know before travelling include:
Be aware of your surroundings and take precautions to avoid becoming a victim of crime.
Keep your passport and other important documents in a safe place.
Make copies of your passport and other important documents and give them to a trusted family member or friend.
Let someone know where you are going and when you expect to be back.
Be prepared for emergencies by having a plan and knowing the local emergency contact numbers.
Effectively manage the risks associated with a travelling workforce
Why use SafetyIQ?
Our software solution is designed to help companies manage the complexities of pre-trip analysis and journey management in a post-COVID-19 environment. We offer a number of features that can help to improve the safety and efficiency of workplace travel, including:
- Up-to-date travel safety information for every trip
- Automated booking and safety monitoring
- Real-time visibility into employee travel
- Pre-travel approval and journey management processes
Real Results Experienced by Our Customers:
Chevron is one of our satisfied customers. They came to us looking for a solution that could adequately manage the complexities of pre-trip analysis. We provided a solution that gave them peace of mind, full visibility, and automated processes.
"We have found the platform to be a functional and practical solution that works well for us." - Sean O'Connell, HSE Supervisor, Jansz-lo Compression Project
If you are looking for a solution to help you manage workplace travel in a post-COVID-19 environment, we encourage you to download our free Travel Manager Pre-Travel Checklist. This checklist will give you a good overview of the tasks and considerations involved in planning and managing workplace travel.
See how SafetyIQ helps simplify EHS management and builds a stronger safety culture.
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