Regardless of the type of job or nature of the work, there are opportunities to prepare business travel itinerary reports. In addition, since business travel itinerary reports are a source of information for management to “accurately grasp the results of the members’ business travel”, it is necessary to create and manage them accurately while keeping the contents of the reports consistent.
Therefore, it is necessary to create and manage the reports accurately while keeping the contents consistent. However, many people may be concerned that they cannot find a template that suits their company.
This article focuses on the key points and useful templates for writing business travel reports for below people.
- “I want to use a template to reduce the time required to create a business travel report.”
- “I want to create an effective report by understanding the key points”
- “We are looking for a tool that makes it easy to create and manage business travel reports.”
If so, this article will help you find an easy and effective way to create and manage your business travel itinerary for reporting and improve your work efficiency.
Contents
- 1 5 best business travel itinerary and reporting templates
- 2 What is a business travel report and itinerary?
- 3 What items are required in a business travel itinerary to report?
- 4 Tips for creating an effective business travel itinerary and report
- 5 The best tool for managing itinerary and information sharing simply
- 6 Summary of 5 useful templates for creating business travel itinerary and report
5 best business travel itinerary and reporting templates
Here are 5 templates that you can use to create your own business travel and itinerary for reporting. Compare the templates below to find the best template for your company.
Itinerary template by Jotform
Here is a free business travel report template provided by Jotform.
You can customize this template you want in Jotform, also templates are tied up with form. This feature helps users who often take the business travel to create itinerary.
Itinerary template by Microsoft
Here is a free business trip report template provided by Microsoft.
As you can grasp the schedule at a glance by table of this template, it is useful when you look back the schedule regarding date or destination.
Itinerary templates provided by Smartsheet
Here is a free business travel template provided by Smartsheet.
It differs from ordinal business itinerary templates, this template specializes into reporting to your team. Since this template is divided into items, the your team member can understand the contents promptly.
The template for objective of travel provided by Evernote
Here is a free travel report template provided by Evernote.
Although it is for private travel template, you can edit and use for planning the company trip with your boss and colleague. Also, be careful that only Evernote user can only use this template.
Itinerary template by ClickUp
Here is a free template for business travel reports provided by ClickUp.
ClickUp is all-in-one project management tool, and has various functions for enhancing productivity. This template requires your subscription(Registration is free) to use it.
What is a business travel report and itinerary?
A business travel report is a document necessary to share accurate information about “the purpose of the business travel” and “the results obtained during the business trip” within the company.
A business travel itinerary is a document which clarify “when the member in charge takes the business travel” and “where the destination”. It is important for the person in charge and general affair department to arrange the ticket like flight.
Based on the business travel report, management can determine if there are any problems with the direction of the business or if new measures are needed. Therefore, in addition to the basic outline of the business travel, such as the traveler and destination, the purpose and results of the travel must be stated in an easy-to-understand manner.
It also needs to be shared within the company with a sense of speed, so it must be shared quickly without taking too much time to create.
What items are required in a business travel itinerary to report?
This section describes the items required in a business travel itinerary to report. Use the following as a guide to understand the general structure of a business travel report.
- Outline of the business trip
- Purpose of business travel
- Outcome of the business travel
- Impressions of the business travel
First, provide an overview of the business trip, including the traveler, destination, and schedule. Keep it simple and include only the necessary information in order to convey the general information in an easy-to-understand manner.
Describe the purpose of the business travel. It is important for management to understand the background of the business travel in order to properly evaluate the traveler.
Describe whether or not the purpose of the trip was achieved, as well as any other results obtained through the travel. The results obtained should be stated concretely in numerical form, and if results were not achieved, the causes and areas for improvement should also be indicated.
Include not only objective information, but also subjective information about the traveler’s impressions. Not only does this provide the reader with detailed information about the business travel, but it also allows the traveler to reflect on the trip and improve his/her own skills.
The above items will cover the basic information necessary for a required report. You can also add additional items to itinerary such as “expenses incurred on the business travel” and “areas for future improvement,” depending on the purpose of the travel.
Tips for creating an effective business travel itinerary and report
This section explains the key points for creating an effective business travel report. The following points will help you create and manage your business travel reports effectively.
Take notes on your business travel
Take notes on your schedule and how you felt while on your business travel.
If you take notes when you are on a business travel, you can describe the exact details and create a report smoothly without the hassle of thinking about it later. In addition, keep your notes in a certain storage location so that you can retrieve them quickly.
However, paper notebooks can be lost or damaged, and it is difficult to share them with distant members of the team. Therefore, using a tool such as Stock, which allows you to easily leave information, you can easily create and manage notes on your smartphone or tablet, and share them with your members smoothly.
Writing down the results and impressions
Be specific about the results and impressions of your business travel.
The purpose of the business travel report is to share “what was accomplished by the business trip” and “what needs to be improved in the future”. Therefore, the results and impressions gained from the business travel should be described concretely in quantitative terms.
In addition, the impressions can show the temperature of the sales destination, issues that were apparent to the client, and trends that were quickly identified, which only the person who actually spoke with the client can understand. Therefore, take notes on your impressions of the business travel as needed and report them accurately and without omission.
Utilize templates
Another key to effective reporting is the use of templates.
Templates can help you clarify what you need to write, and they can also help you keep the report’s style consistent. In addition, the time spent on preparing a report can be shortened by saving the time and effort required to prepare it from scratch.
However, templates have a predefined layout, so it is difficult to delete or add items. Therefore, if you cannot find a template that suits your company, we recommend that you create your own.
The best tool for managing itinerary and information sharing simply
Below is the tool that make it easy for anyone to create and manage business trip reports.
Using a template to create a business travel report will ensure that no items are left out and will also reduce the time required to create the report. However, management cannot accurately grasp the status of business operations unless reports are not only created but also share the purpose, results, and findings of the business travel.
Therefore, using a “tool that allows you to create reports using a template and share them with your members” can centralize the process from creating report to sharing. However, if the tool is too complicated, it will not permeate the workplace, and eventually no one will use it.
Therefore, the one that should be introduced to your company is Stock, which can easily create and manage reports simply even for people for the first use.
“Note” of Stock allows you to leave all kinds of information, including notes and reports on business travel, and share them with any member of the team in real time. You can also create your own “Template” and recall it with a few clicks, making it easy and efficient to create reports that suit your company.
Stock| the easiest and most efficient way to manage information
The simplest tool to stock information "Stock"
https://www.stock-app.info/en/
Stock is the simplest tool to stock information. Stock solves the problem, "there is no easy way to stock information within the company".
With Stock, anyone can easily store all kinds of information, including text information such as requirements, images, and files, using the Note feature.
In addition, by using the "Task" and "Message" functions, you can communicate with each topic described in the Note, so that information is not dispersed here and there and work can always be carried out in an organized manner.
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- A tool for companies that are not familiar with ITYou don't need to have any IT expertise to get started.
- Simple and usable by anyoneStock is so simple that anyone can use it without any unnecessary features.
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＜Stock's pricing＞
- Free plan ：Free
- Business plan ：$5 / User / Month
- Enterprise plan ：$10 / User / Month
Summary of 5 useful templates for creating business travel itinerary and report
We have introduced key points and 5 useful templates for creating business travel to reports.
By taking notes and using these templates, you can easily create a business travel report that contains all the necessary information. In addition, since business trip reports are created for the purpose of confirming objectives and results, it is important to manage and share the information after creation.
Using a “tool that can manage and share all information” will centralize everything from creating notes and reports to sharing them. However, multifunctional tools tend to be difficult to operate, and as a result, smooth report creation will not be realized.
Therefore, for effective creation and management of business travel reports, the “Stock” is essential for anyone to easily manage and share information not only managing itinerary, but also all of your team information.
Free registration takes only 1 minute, so using Stock and create effective business travel itinerary and reports.
