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Burton/Shelton, Procedures for the Automated Office, 6e, C10 Chapter 10 Making Travel Arrangements.

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Presentation on theme: "Burton/Shelton, Procedures for the Automated Office, 6e, C10 Chapter 10 Making Travel Arrangements."— Presentation transcript:

1 Burton/Shelton, Procedures for the Automated Office, 6e, C10 Chapter 10 Making Travel Arrangements

2 Making Travel Arrangements Planning the Trip Arranging the Travel Following Through International Travel Tips

3 PlanningWhos Responsible? What are company policies and procedures? –Whos responsible for making travel arrangements? –Do designated office professional handle travel arrangements for all managers? –Is a travel agency involved? –What class is used when flying?

4 Who is responsible for making travel arrangements? (continued) What are company policies and procedures? (continued) –Are private cars or rental cars used? –Can any airline be used? –How are payments made for reservations? –Are cash advances given? –How are managers reimbursed for additional expenses?

5 PlanningInternet Travel Services Obtain abundance of information about travel service company –Flight schedules, pricing, phone numbers, travel tips, etc. Ticket is paid for with a credit card number –Ticket voucher is faxed, picked up at travel agent or airport, or printed from Web site

6 PlanningTravel Agencies Provide services for making travel arrangements easier –Prepare travel itinerary, secure tickets, make hotel reservations, arrange for rental car, etc. Receive commission from airlines, hotels, and other organizations whose services they sell – not your organization Approved by International Air Transportation Association (IATA)

7 Trip Information Needed Destination Non-stop or intermediate stops Departure and return dates Preferred travel time Method of travel –Air, car, rail Type of service – business or economy class Seat preference Hotel preference/location Is ground transportation needed: –At destination –Shuttle service –Rental Car Make and/or size Know details before you contact a travel agent or a carrier:

8 ArrangingAir Travel Become well informed about air travel services –Sources of air travel information –Types of flights –Classes of service –Flight reservations –Advantages of making online reservations –Timetables –Ground transportation

9 Air TravelSources of Air Travel Information Obtained via: –Local travel agent –Airline –Internet Consult North American and International editions of Official Airline Guide (OAG) for valuable information –Also available on Internet

10 Air TravelTypes of Flights Nonstop – direct from point of departure to destination Direct – regardless of the number of stops, the passenger remains on the same plane Connecting – a flight that connects with another flight (can be any airline) Commuter – short direct flights between two neighboring cities

11 Air TravelClasses of Service Type of service passengers receive aboard the plane –Where they sit –Food and beverage served Basic classes of service –Business Class – includes expeditious check- in and boarding, plus more seating space –Economy Class – less space and limited meal service

12 Air TravelFlight Reservations Handled over phone, Internet, or at locations in malls and hotels. –Have all trip information ready prior to contact –Book reservations using credit card –Receive fax or e-mail itinerary and confirmation from airline carrier

13 Air TravelAdvantages of Making Online Reservations Easy access to information Ability to print information for different times for comparison – getting best schedule for manager Quickly change if manager has change of plans Do not have to go through travel agency every time change must be made

14 Air TravelTimetables No two airline timetables are identical –Airline timetables are different from rail timetables All carriers publish electronic and paper timetables and update them often Air travel uses a 24-hour clock

15 Air TravelGround Transportation Airports are typically located twenty or more miles from cities –Shuttle bus, limousine, taxi, car rental, and air taxi are types of available services Compare cost and how much time each saves when making connection: –Is it needed to connect airports/heliport? –Is it needed to/from airport to hotel?

16 Car Rental Services Arrange for vehicle ahead of time –Know city, date and time, size of car, where to be picked up, who will pick it up, where to be left, length of time needed, and method of payment Upon arriving, traveler can pick up car at airport rental agency near airport –Indicate reservation and present proper ID.

17 Hotel Reservations Use toll-free number for making reservations Ways to save money: –Use Internet to search for best rates –Book right kind of room (business traveler) –Concierge levels (free breakfast, etc.) –Avoid hotel chains –Get guaranteed reservation and get confirmation number. Use credit card for late arrivals.

18 Passports Travel document granting permission to leave your own country and travel in certain specified foreign countries U.S. citizen must carry abroad –Not needed for short visits between Canada, Mexico, and some countries in Caribbean where U.S. birth certificate may be accepted Applied for and valid for ten years

19 Visas A stamped permit to travel within given country for specified length of time Used with passport Obtain before going abroad –Not given with passport –Obtained from embassy or consulate of each country, or consult travel agency –Allow ample time to receive, since one is needed from each country

20 Immunization Requirements Vaccinations may be required as condition of entry to any country World Health Organization (WHO) sends communication to local health departments advising them of required and recommended immunization for travelers Obtain a Certificate of Vaccination that must be stamped by office administering vaccinations

21 Security Avoid countries that are unfriendly to Americans Expect to be thoroughly examined before boarding a flight –Have computer batteries charged, should they need to be turned on –Do not wrap gifts –Have passports and immunization cards on their person, since government officials can request these at any time

22 Following ThroughPrior to Trip (continued) Check tickets – compare with itinerary Get money for Trip –Reply on credit cards, but carry some cash in small bills for tips, etc. Use travelers checks. Understanding Per Diems –Companys expense allowance per day

23 Following ThroughPrior to Trip (continued) Preparing itinerary –Travel dates and times, flight information, dates, time and purpose of people traveler will see, name of hotel for each overnight stay, car rental information, software or documents needed –Make copies for traveler, supervisor, family members, and you

24 Following ThroughPrior to Trip (continued) Assembling materials for trip –Compile complete list of items manager will need If taking notebook computer, include fully charged spare power pack, diskettes, CD –Place papers for each appointment in separate envelopes or folders –Makes two copies of list One for manager and one for you

25 Following ThroughGetting Special Instructions What do you do in managers absence? –Mail – if forwarded, need location –Meetings manager cannot attend – are materials sent? –Activate e-mail automatic message reply or forward to someone else? –Follow through on important correspondence and phone calls?

26 Printing Business Cards Print new business cards prior to trips abroad –Include usual information in English on one side –On reverse side, print information in foreign language Foreign business contacts will view this as courteous gesture

27 During Your Managers Absence Work at same normal pace Manager will use e-mail and phone to keep up with information and work –Keep notebook of important mail and phone calls Communicate with person left in charge and assist as necessary Keep both manager, and your calendars free on first day back –Update him or her of new appointments, etc.

28 After Your Manager Returns Brief manager on what has happened during his or her absence –Report most significant first – attention on items requiring immediate attention –Place on managers desk: Mail that arrived during absence Summary of appointments List of phone calls List of visitors –Return items taken on trip to proper place or dispose of duplicate materials

29 After Your Manager ReturnsTravel Expense Voucher Know companys policy of allowable expenses Complete form showing reportable expenses based upon receipts obtained. Show: –Date, location, type of item, and cost Must be approved by senior employee

30 International Travel Tips Tips for Success –Learn about the country –Know dos and taboos –Know time of day that is best for meetings? –Be open-minded to their customs, manners, gestures, etc. –Listen carefully –Be careful of body language –Do they want to know about you before jumping into business mode?


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