Month 12: Itinerary

Establish a Primary and Secondary Travel Liaison

Identify someone who is not accompanying you and give them the written details of your trip; this person is your Primary Travel Liaison. In a typical business environment this may be an administrative assistant who makes reservations and then provides the information to a family member or a trusted friend. In a small business environment or personal travel situation, the family member or trusted friend might also be the Primary Liaison; they are not necessarily mutually exclusive. The critical information they should have includes:

  • Your reservations – Hotel/motel, car rental, tour reservations as well as land, sea and/or air transportation
  • If you have any set appointments, this person should have all the meeting arrangements and pertinent contact information

For each destination or leg of your trip, notify the Primary Travel Liaison of your safe arrival. Any time you change your stated plans or when you complete your trip, touch base with this person. Knowledge of your current whereabouts is mutually beneficial. When you check-in with your liaison on a regular basis (establish what “regular” is for you), you keep up-to-date on what’s happening in both your hometown and your travel city. Assuming this person is a part of your Personal Contacts/Phone Tree (Month 4) they will know how to get in touch with you if an emergency occurs at home.

If you are visiting friends and/or family or are on a business trip, someone at your destination should have critical information that duplicates what was given to your Prinary Travel Liaison; this is your Secondary Travel Liaison:

Your reservations – Hotel/motel, car rental, tour reservations as well as land, sea and/or air transportation

If you have any set appointments, this person should have all the meeting arrangements and pertinent contact information

Just as you keep the Primary Liaison informed of any changes to your itinerary and your safe arrivals, you should likewise maintain communication with your Secondary Liaison. Be sure both Travel Liaisons have each other’s numbers. In short, whatever you share with one liaison, as it pertains to your out-of-town whereabouts, do the same with the other.

NOTE: This can be done without interrupting your vacation or otherwise getting in the way of business.

Document and Distribute

Prior to your departure, make sufficient copies of travel-related documentation. First and foremost, make copies of your identification. Make one for a family member/trusted friend and/or your Primary Liaison, one for your Secondary Liaison (depending on how well you know them), and one to take with you. (*Keep your own copies of these documents separate from your wallet and passport in case of loss or theft.)

Provide copies of the following:

Family contact phone list (find in Month 4 of your Notebook)

Your medical history and current prescription information (find in Month 10 of your Notebook)

*Driver’s license number (try to commit it to memory)

*Serial numbers from your travelers’ checks

Transportation tickets: plane, boat, train, bus (these should already be on the copy of your itinerary)

Security/alarm codes and emergency/non-emergency contact information for both home and vehicle systems in case they are needed in your absence

*The identification page of your Passport (to facilitate replacement in case of loss or theft)

Next>> Month 12: Packing for Travel

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