Spring Clean Your Travel Program

Spring Clean Your Travel Program

While parts of the world are still in lockdown it can feel like we won’t see the inside of a plane for a long time yet. However there are signs that travel is starting to make a small, yet positive comeback.

To help you make the most of this downtime we’ve prepared a handy checklist to help you give your travel program and documents a spring clean, so you are ready to go when those travel requests start to roll on in!


Company Checklist

  • Review travel insurance coverage, and double-check if any changes are in place post-COVID.
  • Audit your traveler profiles to ensure they are all up-to-date.
  • Review who is authorized to book travel on behalf of your company. 
  • Determine how travel is going to be permitted post-COVID.
  • Determine what new procedures you want to implement to protect both your company and your travelers.

Traveler Information

  • Check that you have emergency contact information on file for each traveler. This is vital when traveling during times like COVID-19.
  • Review your traveler’s preferences—do they prefer a certain seat, meal-type, particular hotel location etc.  
  • Audit what passport and visa information you have on file. Are you missing any? Are some coming up for expiry? This part can save you a lot of time when booking, particularly around passports and ensuring they are valid for the required length of time to enter certain countries. 

Post COVID Policy Refresh

  • What approvals are required for someone to travel?
  • How should travel be booked? Eg. Via a TMC and/or via an online booking tool.
  • Highlight use of credits on hold to minimize your expenditure in early stages of traveling.
  • Review your supplier agreements to ensure they are inline with policy. 
  • Do you need to implement a duty of care or risk management process for travel?

Get Techy

  • Check that your travelers have the latest travel apps downloaded and working.
  • Include apps for each airline, including frequent flyer and entertainment apps. 
  • Download the Government’s COVIDSafe app if you haven’t already. 

Refresh your OBT skills

  • Is your online booking training up-to-date? Are you across the latest releases? 
  • Do you need to train up anyone else in your team?

For The Traveler—Before you go

  • Check border restrictions and self-isolation rules for the state and country your traveler is going to. 
  • Check airline rules—are there particular health requirements your traveler needs to consider? 
  • Consider providing your traveler with a letter that states they are traveling for ‘essential work’. Make sure your travelers have at least two hard copies in their carryon luggage as well as an electronic version handy in their emails. 
  • What process should a traveler follow? Do they need to check in with your company whilst on the trip, and what protocols should be followed when they return from a trip

Need help restarting your travel program? Get in touch.


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