Evernote – Business Taveling Master Note Template

Further on the whole notion of Master notes described on Daniel E. Gold’s book “Guide To Capturing Everything and Getting Things Done”, I have created a template that I use for business traveling which I am presenting in this post.

I talked about Business Traveling before where I described 4 Templates for my travels. In an attempt to evolve, I now have merged those templates to come up with 1 master note for easier access to information. Having one or more notes is really a matter of personal preference (though it does affect how productive you are). What I really want to point out in this post is that having templates on repeating procedures can help do things a lot faster and  increase the quality of your work.

Again the structure of the Master Note below has been adjusted to my needs and the procedures of my organization, so it might not apply to everyone. Here it is:

Business Travel Master Note V.1

Meeting Info

Meeting

@Requested by: ______________

@Date: ______________________

@At: ________________________

Travel Details

Flight Details

For easy access to flight information on the go, copy paste the flight schedule here.

Boarding Pass:

Attach images here

Tickets:

Attach images here

Accommodation Details

Attach confirmation for booking.com or other source on accommodation.

Also write down the address of the accomodation.

Have a screenshot of a google map of the area of the hotel.

Other Transport Details

Attach confirmation of other transports and any details you might need

NOTES

Invitation & Agenda

Attach invitation and agenda documents.

Contact Details

Address and other contact details for the meeting.

Contact details of other people you will need for the meeting.

Presentations

Attach presentation files.

Project Files

Attach Project files.

Other Files

Attach any other files you  might need.

Meeting Notes

Notes of the meeting (minutes)

Attach any hand written notes.

Administration Notes

Attend Note

Note to department for attending meeting. Can either attach or link.

Report Note

Report note of the meeting. Can either attach or link.

Remuneration Details

Any remuneration details such as bank details and address. Needed before the meeting.

Remuneration Receipts/ Attachments

Attach remuneration form.

TASKS

• [x] Inform Head of department
  • [x]  Agenda
  • [x] Remuneration details
• [ ] Initial Investigation
• [ ] Financial Investigation
• [ ] Note for travel approval
• [ ] Inform Meeting Organizers that you are attending and who else
• [ ] Check validity of Traveling Documents (id, passport)
• [ ] General Travel Research (flights, hotels[wifi], travel to hotel, place of meeting )
• [ ] Local Research (weather, power outlets, transportation etc)
• [ ] Research and work on meeting subject
• [ ] Issue Tickets
• [ ] Book Hotel
• [ ] Get remuneration details needed if applied
• [ ] Check in flight
• [ ] Prepare luggages (see checklist)

After travel

• [ ] Inform department on meeting
• [ ] Report note
• [ ] Traveling Expenses note

Checklist before flight

• [ ] Meeting documents
  • [x] Agenda
  • [x] Remuneration details
  • [x] Other
• [ ] Boarding Passes
• [x] Traveling Documents (id, passport)
• [x] Money
• [ ] Hotel Reservations
• [ ] Clothes
• [ ] Maps, contact details
• [x] Computers and charging wires.