How to make every business trip a success - your comprehensive travel checklist
With our compact checklist, you can plan business trips efficiently, safely and without surprises - from preparation to return.
How to plan your business trip correctly
A well-organised business trip saves time, reduces stress and ensures that everything runs smoothly. Our checklist supports you step by step in the preparation, organisation and follow-up of your business trip:
Preparation
- Determine destination & duration: Determine the purpose of the trip and plan enough time for meetings or appointments.
- Determine budget: Clarify who will cover the costs and approve the budget internally.
- Book transport & accommodation: Flights, train, car hire, hotels - book early.
- Check documents: Passport, visa, vaccinations, insurance papers, booking confirmations.
- Communication & representation: Inform colleagues about your absence, organise replacements, ensure availability.
Realisation
- Follow packing list: Laptop, tablet, chargers, company credit card, business documents, clothing suitable for the occasion.
- Travel & transfers: Plan airport transfers, taxi or hire car in advance.
- Meetings & appointments: Prepare agenda, have documents to hand.
- Document expenses & expenditure: Collect receipts and store them safely.
Follow-up
- Create expense report: Collect receipts, allocate cost centres.
- Document results: Compile minutes, reports or important information.
- Obtain feedback: discuss travel experience internally, note improvements.
- Check travel policy: Adapt processes for future business trips.
Our services
Our checklist for business trips contains everything you need for your business trip in Switzerland and internationally:
- Preparation & planning
- Packing list & travel documents
- Transport & accommodation
- Business meetings & appointments
- Expenses, invoicing & follow-up
- Tips for international travelling
Business trip packing list
Documents & Finances
- Passport / ID
- Visa / ESTA / Invitation
- Credit card & some cash (local currency)
- Proof of insurance
- Booking confirmations (digital & printed)
Technology & work equipment
- Laptop / tablet + chargers
- Smartphone + power bank
- Adapter & travel plug
- USB stick / presentation documents
- Headphones / headset
Business clothing
- Suit / business outfit
- Leisure wear / sportswear
- Shoes (business & leisure)
- Rain jacket / coat (depending on destination)
Other items
- Toiletries & medication
- First-aid kit
- Snacks for travelling
- Luggage tag & lock
Our additional offers
FAQ - Frequently asked questions about business trips
Defining the destination, budget and duration of the trip; booking transport and accommodation; checking documents (e.g. passport, visa); setting up communication and representation in the company.
Passport or valid ID, visa (if required), proof of insurance, booking confirmations, company credit card, technical equipment such as laptop/tablet.
Collect receipts, fill in expense forms, allocate cost centres, document travel results, obtain feedback and check or adjust travel policy if necessary.
Many details are otherwise easily forgotten, especially when travelling abroad. A checklist saves time, reduces errors and ensures a successful trip.
Yes - including entry requirements, visa, vaccinations, currency exchange, taxes and reimbursement, time difference, local communication.
Your next journey starts here
Do you have any questions about our products or would you like a personal consultation? Contact us - we'll be happy to help!
