Professional Documents
Culture Documents
Business Travel Trip FIX
Business Travel Trip FIX
Overview
Secretary’s duties in business trip include making travel arrangement, preparing for appointments
and meetings wtih clients, taking care of the schedules, and composing a business trip report. Since the
travel arrangement determines the travel budget, therefore, once a secretary learns that the director has
to conduct a business trip, she or he must know exactly the date, the place, and the purposes of the trip.
A secretary should also anticipate whether the director will travel alone, with the staffs or the secretary.
Traveling for business requires travel arrangements including travel expenses, itinerary, flight
tickets, hotel room reservation, visa and passport for international trip (Smith, Janise, 2017). One of the
secretary’s roles is to make travel arrangement in order to assist the employees or the directors and to
ensure that all aspects of the trip are taken care of. Nowadays, online reservation and travel agency are
available to support a secretary’s role in a business trip.
There are four most common types of business trip such as incentive travel, exhibition and trade
fairs, conferences and meetings, and corporate events. The incentive travel is a reward trip offered by
the employers to the employees in order to motivate them to work harder in the future. Exhibition and
trade fairs are types of business trips that allow the travelers to keep up with the recent news regarding
the latest development in the industry. Conferences and meetings are addressed to discuss certain issues,
to conduct negotiation, or to promote products (marketing). Meanwhile, the corporate events focuses
on providing events for the clients. The latest type also deals with hospitality and entertaintment, for
example sport events (Littlewood, Barkley: 2018).
1
Course Objectives Course Outlines
Students are able to make Business Trip
Arrangement
travel arrangement for
- Preparing and
business trip Planning Business Trip
Business Trip
Students are able to make
Management
business itinerary - Checking and
Ensuring Business
Students are able to make
Trip
online reservation Business Trip Report
- Follow-Up and
Expenses Reports
ROLES OF A SECRETARY
As a secretary, you must ensure all of the preparations for the trip are covered. You may have
an opportunity to choose the mode of travel and the choice of hotel for a business trip. When you are
making the arrangements for another person, you will need to know that person’s preferences.
In the making of travel arrangments, a secretary should be aware of the anticipated place whether
it would be in domestic or international areas. The international business trip requires some documents
including Passport, Visa, and Yellow Card. However, such requirements are excluded in the preparation
for domestic trip.
A travel folder (or trip file) will help you
organize the details of an upcoming trip. Use the
folder to collect information as it becomes available.
Notes on reservations, tickets, hotels, and meeting
confirmations may be placed in the file. The
information in the travel folder will help you prepare
an itinerary and complete company travel
documents. Below are some points you need in
preparing a local and international business trips:
2
Perutrips
ner.com
Please remember, the preparations for business trip for domestic and international trips
are different. Therefore, a secretary needs to comprehend each point and notes important
requirements, documents, dates, venues, and agendas carefully:
3
NO. Online Registration for Documents to prepare:
Passport
Your duties as a secretary in preparing visa are to learn about the type of the trip, the steps to apply
for the visa, the fees, and all of the required documents. For more information, you can visit the Embassy
or Consulate’s website (U.S. Department of State – Bureau of Consular Affairs).
4
LANGUAGE FOCUS
Basic Vocabularies
Meeting Domestic Accomodation Travel ID card
management
globeguide.ca
5
Your director, Miss. Emily, is about to conduct a business trip to Australia for 3 days 2 nights.
However, she does not familiar with some of the requirements to visit the country. As a secretary, you
need to obtain information regarding the vaccinations needed before the trip, the price of the passport and
visa (decide the type of the visa). You also need to find out about some DOs and DON’Ts in the particular
country. Please present your findings in front of the class!
The first step in managing a successful business trip is to be organized. There are many details
that need to be researched, selected, booked, arranged, paid for and confirmed. Given the time these
activities take, it is not surprising that many organizations outsource this process. At the very least, most
organizations have processes and procedures that
FUN FACT
facilitate effective travel management.
DO YOU KNOW?
Organizing a business itinerary can involve
many steps. Here are aspects of a trip that you
may need to organize.
I. Booking and purchasing Telkomsel POIN allows travelers to gain ticket and
hotel discounts in several travel sites and travel
Domestic or international flights. agents, earn promo in particular restaurants, and
also enter executive lounge. Contact *700# for more
Place and dates.
information related to your Points and available
Hotels. promo.
Train tickets or travel passes.
II. Organizing
Arranging transport to or from airports locally or at a destination
Arranging appointment with clients including time and place
Arranging the activities for example meetings, including booking
meeting rooms and equipment and preparing documentation
Rental cars or other transportions.
III. Checking/ensuring
Ensuring that travel documents (such as passports, visas and work permits) are up to date
Ensuring items required for business meetings (Gesellschaft, Max Planck, 2014).
6
Hotel Accommodations and Flight Tickets
Many business travelers must be away from home overnight and stay in a hotel or motel room.
In some cases, you may be allowed to request a particular hotel. As a secretary, you need to know that
there are seven most common types of room available in four or five star hotel, they are standard,
superior, delux, junior suits, suits, studio, presidential or penthouse (Agmasari, Silvia & Ni Luh Made
Pertiwi (ed), 2017).
There are alternative methods for making bookings and reservations, and you need to know
which method is the most effective for your situation and find out which method your organization
7
prefers to use. When making travel arrangements for another person, you are privy to their personal
details.
I. Travel agents
Travel agents specialize in organizing and booking all aspects of domestic and international
travel. Some travel agents specialize in organizing trips to different areas or different types of travel
(such as cruises, conferences, corporate travel). Others are more general in their nature and book all
sorts of trips.
Travel agents can make valuable and practical suggestions based on first-hand knowledge of a
destination or the information they receive from airlines, tour companies, car rental firms and
accommodation providers.
8
Travel sites assist a secretary in mananaging
travel arrangement. Travel sites offer various FUN FACT
benefits like vouchers and discounts for DO YOU KNOW?
transportation tickets and hotel rooms. There are
many travel sites available on the internet. Each
travel site may offer different promos and
programs. As a secretary, you need to be selective
On May 2018, this booking platform received
in choosing the right travel site for the trip. Below a Selular Award as the Best Online Travel
are the examples of booking and requesting refund Agency. The site provides the cheapest price
and the fastest way to book tickets and hotels
procedures from one of the leading and trusted compare to other travel sites. Customers can
travel sites, Traveloka.com: collect some points to redeem rewards,
coupons, available discounts for specific
destination, hotels, flights, and many more.
A secretary needs to transfer an amount of money to complete an online reservation. You can
use debit card or credit card. Having a credit card will also make the transaction easier and faster. Credit
card often offers 0% tax or discounts for certain flights and hotel. Commonly, there are four available
methods of payments. You can use Internet Banking, Mobile Banking, ATM, or you can visit the
nearest convenience stores like Indomaret and Alfamart. If you are an active member of Traveloka.com,
you can complete the reservation payment by using travelokapay: UANGKU Balance.
9
III. Booking on the Spot
Booking on the spot enables the customers to purchase ticket and other transportation services
such as airport taxi. However, starting from March 2015, the Ministry of Transportation in Indonesia
has issued a circular letter regarding airport services (Surat Edaran Menteri Perhubungan Nomor
HK 209/I/I/16/PHB.2014). The letter emphasizes that ticket counter is no longer available in airports.
Airlines counters are available only for customer services including refund ticket and handling
complains (Direktorat Jenderal Perhubungan Udara).
• •
I would like to reserve a single room for tonight. Saya ingin memesan kamar single untuk
malam ini.
• I would like to book a double room for this • Saya ingin memesan kamar double untuk
weekend. akhir minggu ini.
• Could I reserve a family room from July • Bisakah saya memesan kamar family mulai
30th until August 2nd? 30 Juli sampai 2 Agustus?
• Could I make reservation for my business • Bisakah saya membuat reservasi untuk
conference for next two weeks? koferensi bisnis saya dua minggu lagi?
• Could you tell me how much the rate per night• Bisakah anda memberi tahu tarif per
is? malam?
• May I know your rate per night, sir? • Bolehkah saya tahu tarif per malam, pak?
10
• I would like to reserve a single ticket/ return • Saya ingin memesan tiket pergi/ tiket pulang/
ticket/ round ticket/ business class ticket/ night tiket PP/ tiket kelas bisnis/ tiket perjalanan
flight to Bali. malam ke Bali.
• Could make a reservation for my traveling/ • Bisakah saya membuat reservasi untuk
trip/ journey to Bali tomorrow? perjalanan saya ke Bali besok?
• Can I book a train seat for this evening? • Bisakah saya memesan kursi kereta untuk
malam?
• Yes, there is a flight at 07.00 pm,09.00 pm and• Iya, ada penerbangan/perjalanan jam 19.00,
10.30 pm tonight. Which one do you choose sir? 21.00, 22.30 malam ini, yang mana yang anda
pilih pak?
• I’m sorry to inform you that all seats / tickets • Dengan sangat menyesal saya
have been reserved. mengiformasikan bahwa semua tempat
duduk/tiket sudah dipesan.
5th January 2018, Hong Kong Arrive at Hong Kong Pick up by: Hotel Services
10:00 AM Airport
Hotel Phone:
11
Hong Kong Hotel Check in at Hong
Kong hotel
5th January 2018, Hong Kong Hotel Meeting at Hong Pick up by:
01:00 PM Kong company Hong Kong company at hotel
Hong Kong
Hong Kong company phone :
company
5th January 2018, Hong Kong Dinner with business Pick up by: Business partner
07:00 Restaurant partner
6th January 2018, Hong Kong Hotel Breakfast Breakfast at Flower Restaurant
07:00 – 09:00 AM
6th January 2018, Hong Kong Trade Exhibition Using MTR – Octopus Card
10:00 AM – 16:00 Center
Go to Hong Kong train station
PM
next to hotel
7th January 2018, Hong Kong Hotel Breakfast meeting Breakfast at Flower Restaurant
08:00 – 10:00 AM with business partner
7th January 2018, Hong Kong Business partner Pick up by : Business Partner
10:00 – 12:00 AM Business Partner manufacture visit Business Partner Phone :
Company
7th January 2018, Hong Kong Lunch with business Business partner location choice
01:00 PM Restaurant partner
7th January 2018, Hong Kong Free time, city tour The Peak
03:00 PM Tsim Sha Tsui
12
8th January 2018, Hong Kong Hotel Breakfast meeting Breakfast at Flower Restaurant
08:00 – 10:00 AM
8th January 2018, Hong Kong Hotel Check Out from Hotel Taxi Services
12:00 AM Hong Kong hotel
Before the trip, a secretary needs to gather the travel documents, supplies, and supporting materials,
such as those listed below, that are needed for the trip.
Itinerary.
Note:
Items routinely included in a travel itinerary are: Travel tickets-Travel funds.
• contact details
Passport, visa, health documents.
• daily schedule
• accommodation Hotel/motel and car rental
• meals confirmations.
• currency and expenses
Directions to offices or other
• time zone
meeting locations.
Speeches, supporting
correspondence, reports, or files for each appointment or meeting.
Forms for recording expenses.
Extra notepaper, pens, and business cards.
Equipment, such as a laptop computer, portable phone, or presentation projection system.
13
CHECKING AND ENSURING BUSINESS TRIP
During a business trip, a secretary needs to ensure that the travel arrangement and organization work
according to the preparation and plan. Therefore, as a secretary, you must re-check the schedules and
appointments. You should also remind the director and maintain a good communication with the clients.
operationstech.about.com
Here is a list of activities that you should do as a secretary during a business trip:
1. Remind the boss about the schedule 6. After the arrival at the airport, a
including the exact time and venue, secretary must ensure the one who is
2. Prepare all the documents for the responsible to pick up the director,
meeting, conference or other events, 7. Ensure the transportation to the
3. Note important information related hotel is ready,
to the business’s trip agenda, 8. Inform the clients about the arrival,
4. Prepare and compose Minutes of 9. Confirm hotel reservation: prepare
Meeting (the template is available in the confirmation numbers,
the Convening Meeting chapter) 10. Recheck the itinerary and ensure the
5. Take pictures for documentations. meeting room or exhibition venue is
ready (Gesellschaft, Max Planck,
2014).
14
Exercises:
1. Meeting a. Pertemuan/rapat
2. Exhibition b. Pameran
3. Reservation c. Pemesanan
4. Conference d. Konferensi/pertemuan
5. Trades e. Perdagangan
8. Lodging h. Penginapan
9. Overnight i. Semalam
15
2nd Case Study: Travel Reservations and Itinerary
Miss Emily has sent you some notes for a conference, she plans to attend in Sydney, Australia. She
asks you to research and make reservations for the trip. You should also key an itinerary for her trip.
Work with a classmate to complete this assignment.
1. Find information
2. using reservation Web site, research flights for Miss Putri’s trip. You could also telephone
airlines for flight information and costs. Miss Emily prefers coach nonstop flights if available.
Choose the flights you think are most appropriate, considering the costs and the schedule. Pretend
that you have reserved these flights for her. Make a note of the flight information for her itinerary
or print the information from the Web site if possible.
3. Miss Emily would like to stay at a hotel near the Sydney Opera House. Use a reservation Web
site to find a hotel near the opera house and to find available rooms and rates. You could also
telephone hotel reservations numbers (many are toll free) for information. Choose the room and
rates you think are most appropriate. Pretend that you have reserved a room for her. Make a note
of the information for her itinerary or print the information from the Web site if possible.
4. Create an itinerary. Use the itinerary for business trip to Hongkong as an example. Attach any
reservation information you have printed from Web sites for the airline or hotel. If you do not
print the information, take a note on each reservation and attach the note to the itinerary.
16
FOLLOW-UP AND EXPENSES REPORTS
arkenlivaj.blogspot.com
As a secretary, you need to think about business trip follow-up activities. The follow up activities
deal with accountability report. The report includes expense, meeting documents, tax and travel
documents, and thank you letters.
I. Expense Reports
Typically, a company will have a form that employees use to report travel expenses. The expenses
listed may include charges for items such as hotel rooms, meals, and car rentals. Other expenses, such as
for entertaining clients, may also be approved expenses. Some travelers may receive travel money in
advance from the company. These funds are accounted for on the travel expense report. Receipts may
be required for travel expenses. Follow company procedures to prepare expense reports. Be sure to obtain
the necessary signatures or approvals of the completed forms.
17
III. Letters and Documents
Thank-you letters may be sent to people with whom you meet during the trip. The need for thank-
you letters will depend on the purpose of the travel and business etiquette guidelines.
Other follow-up letters may provide a written record of agreements made during the visit. They
may give details that were not available during the meeting or discuss tasks related to the meeting. When
writing follow-up letters, remember to use effective communications to evaluate your documents.
freedownloads.net
18
REFERENCES
19
GLOSSARY
Accomodation: a place (such a room in a hotel) where travelers can sleep and find other services
Airline: a company that owns and operates many airplanes which are used for carrying passengers and
goods to different places
Budget: an amount of money available for spending that is based on a plan for how it will spent
Conference: a formal meeting in which many people gather in order to talk about ideas or problems
related to a particular topic (such as medicine or business) usually for several days.
Deluxe: of better quality and usually more expensive that the usual ones of its kind: very luxurious
Itinerary: the places you go to or plan to go to on a journey; also: a document in which the places you
will be going to are listed
Lodging: a place where a person (such as a traveler) can stay for usually a short period of time: a place
to sleep
Passport: an official document issued by the government of a country that identifies someone as a
citizen of that country and that is usually necessary when entering or leaving a country
20
Penthouse: an apartment on the top floor or roof of a building
Travel: to go on a trip or journey: to go to a place and especially one that is far away
Time zone: any one of the world’s 24 divisions that has its own time
Venue: a locale; also: a place where events of a specific type are held
Visa: an official mark or stamp on a passport that allows someone to enter or leave a country usually
for a particular reason
21
INDEX
A
Affairs 4, 19
Agent
Agendas 3, 14
Anticipate 1, 2
Accommodation 3, 5, 20
Airlines 7,8,10,16
Allow 1, 2, 6, 7, 8,
Appointment 1, 6, 11, 13, 14,
Arrangement 1, 2, 3, 9, 11, 14, 20
Association
B
Balance 9
Banking 9
Based 7, 8, 20
Basic 5
Baptism 4
Barcode 4, 5
Booking 5, 6, 7, 8, 9
Breakfast
C
Certificate 3, 4, 5
Checking
Clients 2, 6, 14, 17, 19
Company 1, 3, 11, 12, 13, 16, 17, 20
Communication
Conference 1, 3, 5, 8, 10, 14, 15, 20
Confirmation 3, 5, 6, 7, 19, 20
Corporate 1, 8, 20
Correspondence 5, 13, 20
Currency
22
D
Daily 13
Dates 3, 6, 7, 8
Deluxe 7, 20
Documents
Domestic 1, 2, 3, 5,6, 8, 20
Destination 3, 9, 15, 20
E
Employment
Ensure
Executive 6, 7
Exhibition, 3, 5, 12, 14, 15, 20
Expenses 1, 5, 13, 17, 18, 20
F
Fact 6, 9
Facilitate 6
Family 4, 5, 10
Familiar 6
Fairs 1
Fares 8
Flight 1, 3, 4, 6, 7, 9, 16
G
Guideline 17
H
Hospitality 1, 5
Hotel 1, 2, 3, 6, 9, 12, 13, 14
I
Immigration 3, 4, 20
Important 3, 14, 15, 18
Incentive
Investigate 8
Information 3, 4, 6, 7, 8, 9, 16
23
Itinerary 1, 3, 5, 6, 7, 11, 13, 14, 15, 16, 20
J
Journey 11, 20, 21
Junior 7
K
Kind 20
L
Lodging 3, 5, 15, 20
Lunch
Luxurious 20
M
Management 5, 6
Manufacture 12
Materials 3, 11, 13
Mission 1, 5, 15
Money 9, 17, 20
Motel 7, 13
Motivate 1
N
Necessary
Negotiation 1
O
Online 1, 2, 3, 4, 5, 7, 8
Organize 3, 6
Organization 6, 7, 14, 20
Outline 2
Overnight 3, 5, 7, 15, 20
P
Penthouse 7, 21
Plan 2, 8, 11, 15, 20
24
Pick 11, 12, 13, 14
Prepare 2, 3, 4, 14
Promo 9
Promote 1
Purpose 1, 3, 4, 17
Purchasing 6
Q
Quality 20, 21
R
Registration 4
Reimburse 17
S
Safety 3, 15
Sales 3, 10, 15, 17, 21
Secretary 1, 2, 3, 4, 5, 6, 7, 9, 11, 14, 16, 18, 19
Series 7
Site 6, 7, 8, 9, 16
Staff
T
Ticket 1, 5, 6, 7, 9, 10, 13
Titles 3
Tourism
Transaction 9
Travel 1, 2, 3, 6, 9, 13
Traveling 1, 2, 3, 6, 9, 13
Trip 2, 3, 14
U
Use
V
Vaccination 3, 5, 6
Venue 3, 5, 14, 21
Visa 1, 2, 3, 4, 5, 6, 13, 19, 21
25
Visit 3, 4, 6, 12, 17 19
Vocabulary 5, 15
W
Web 7, 16
Website 4
X
Y
Yellow 2, 3, 5
Z
Zone 13, 21
26
27
28
29
30