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
Travel Details
Flight Details
Accommodation Details
Other Transport Details
NOTES
Invitation & Agenda
Contact Details
Presentations
Project Files
Other Files
Meeting Notes
Administration Notes
Attend Note
Report Note
Remuneration Details
Any remuneration details such as bank details and address. Needed before the meeting.
Remuneration Receipts/Attachments
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)
- Inform department on meeting
- Report note
- Traveling Expenses note
- 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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