Evernote – Business Taveling Master Note Template 1

Further on the whole notion of Master notes described on Daniel E. Gold’s book “Guide To Capturing Everything and Getting Things Done”, I have created a template that I use for business traveling which I am presenting in this post.

I talked about Business Traveling before where I described 4 Templates for my travels. In an attempt to evolve, I now have merged those templates to come up with 1 master note for easier access to information. Having one or more notes is really a matter of personal preference (though it does affect how productive you are). What I really want to point out in this post is that having templates on repeating procedures can help do things a lot faster and increase the quality of your work.

Again the structure of the Master Note below has been adjusted to my needs and the procedures of my organization, so it might not apply to everyone. Here it is:

Business Travel Master Note V.1

Meeting Info

Meeting

@Requested by: ______________

@Date: ______________________

@At: ________________________

Travel Details

Flight Details

For easy access to flight information on the go, copy paste the flight schedule here.

Boarding Pass:

Attach images here

Tickets:

Attach images here

Accommodation Details

Attach confirmation for booking.com or other source on accommodation.

Also write down the address of the accomodation.

Have a screenshot of a google map of the area of the hotel.

Other Transport Details

Attach confirmation of other transports and any details you might need

NOTES

Invitation & Agenda

Attach invitation and agenda documents.

Contact Details

Address and other contact details for the meeting.

Contact details of other people you will need for the meeting.

Presentations

Attach presentation files.

Project Files

Attach Project files.

Other Files

Attach any other files you might need.

Meeting Notes

Notes of the meeting (minutes)

Attach any hand written notes.

Administration Notes

Attend Note

Note to department for attending meeting. Can either attach or link.

Report Note

Report note of the meeting. Can either attach or link.

Remuneration Details

Any remuneration details such as bank details and address. Needed before the meeting.

Remuneration Receipts/Attachments

Attach remuneration form.

TASKS

Inform Head of department
- Agenda
- Remuneration details
Initial Investigation
Financial Investigation
Note for travel approval
Inform Meeting Organizers that you are attending and who else
Check validity of Traveling Documents (id, passport)
General Travel Research (flights, hotels[wifi], travel to hotel, place of meeting )
Local Research (weather, power outlets, transportation etc)
Research and work on meeting subject
Issue Tickets
Book Hotel
Get remuneration details needed if applied
Check in flight
Prepare luggages (see checklist)

After travel

Inform department on meeting
Report note
Traveling Expenses note

Checklist before flight

Meeting documents
- Agenda
- Remuneration details
- Other
Boarding Passes
Traveling Documents (id, passport)
Money
Hotel Reservations
Clothes
Maps, contact details
Computers and charging wires.

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