Travel Management
 min read

How To Set Yourself Up For Success and Reach Your Business Trip Goals

August 10, 2022
Locomote team
Nick Sutherland
August 10, 2022
Locomote blog posts

A successful business trip requires a lot of things to fall into place, and if even one element is missing, the whole thing can fall apart. But if all goes well, it can lead to a productive meeting with a new client, an important partnership, or another revenue stream. 

The most effective way to reach your business travel goals is to plan ahead. Follow these strategies, and you’ll be able to have a more successful trip.

Set Clear and Realistic Goals

Before you get on a plane to your destination, it’s important to have a game plan in mind. What is this business trip for? What do you want to accomplish at the end of the trip? 

While it’s a good thing to dream big and reach for the skies, it’s not necessarily realistic for your business trip. Instead, you need to create a clear, realistic, and measurable series of objectives that revolve around your business’s growth. 

Short-Term Goals

Short-term goals are pretty simple to accomplish, but they still have a positive effect on your business. For instance, your short-term goals can include the following:

  • Seal the deal on a particular partnership.
  • Recruit two to three new employees for your company.
  • Present a proposal to potential clients.
  • Network with five new people. 

Once you achieve these goals, what’s next? The thing with short-term goals is that they have to accumulate to something greater. 

So, after finishing your current set of goals, you need to develop another set of short-term goals that will lead you closer and closer to where you want your company to be. Your goals should be distributed logically based on the specific business trip you’re going on. That way, your list of goals will be more focused and doable. 

Long-Term Goals

If you plan on using your business travel as a jumping-off point for the expansion of your business, you can also include long-term goals to accomplish a bigger vision. Examples of these include:

  • Build ten new branches in new locations within the next ten years.
  • Develop new technologies to enhance operations.
  • Design new products and services that meet international sustainability standards.

Unlike short-term goals, long-term goals continue even after your trip ends. They can continue for months — even years — after your business travel before they’re achieved. That said, if this is the direction you’re going for, you need to be more patient and flexible. 

So many things can happen between your trip and the deadline of your goals. That’s why you need to learn to adapt and perhaps create back-up plans should there be changes along the way.

Although long-term goals are not necessarily easy to accomplish, they give you a larger vision and direction to work towards. Once these goals are complete, you can expect more business growth and success. 

Get Your Meetings Organised

Now that your goals are set, it’s time to take action, starting with organising your meetings. Not knowing what you’re supposed to do, where you’re supposed to go, and who you’re supposed to meet is the last thing you want to experience the moment you arrive.

Since business travels are usually quite short, time is of the essence. Every minute is a currency you can’t waste. So, be sure to know your schedule from the inside out and plan out every meeting to a tee. Some of the things you can add to your to-do list include:

Sending an Invite to Relevant Parties

You can’t have a meeting without the right people in the room. That said, the first thing on your to-do list should be to invite the relevant parties. Whether it’s a client meeting or a product development meeting, you need people who give valuable insights and are decision-makers. These individuals can provide insights on the topic that can propel your project forward.

Assigning Roles and Responsibilities

After inviting the important people, the next item on your agenda should be to assign roles and responsibilities. Doing this ahead of time can help all the invited parties to set their expectations and understand their duties so the meeting can run as smoothly and efficiently as possible. 

Selecting the Perfect Time and Location

Once you have your invited list on hand and their designated roles, you can then select a time and location that’s good for everyone attending. Make sure to pick a time that’s convenient for everyone and a location that’s easily accessible.

If all the attendees are staying at one hotel, then you can book a meeting room within the hotel. This will cut down the stress of finding a destination that everyone’s okay with. 

Preparing the Agenda for the Meeting

On the day of the meeting, make sure to prepare an agenda and distribute it to everyone. That way, they’ll get a good rundown of the events and feel prepared. You can also send this via email ahead of time so your attendees can prepare beforehand.

Distributing the Materials in Advance

In the same light, you should also distribute meeting materials in advance to give everyone the chance to browse through them. Doing so will reduce the amount of time you need to explain the material in detail, allowing you to devote more time for discussions.

We know how time-consuming it is to attend meeting after meeting. But with this detailed to-do list in mind, you can maximise your hours and enhance your productivity!

Don’t Overbook Yourself

While it’s true that every minute counts, it’s also important to allow yourself to rest and recoup. Make sure that you allow enough time between meetings to refresh yourself and gather your thoughts. You need to be at your A-game to achieve your goals, so don’t overbook yourself to the extent of exhaustion.

Key Takeaway

Travelling on a business trip can be quite stressful and tiring. With the demands of your work, iit might feel like a race against time to get everything accomplished. But don’t worry, with these corporate travel management tips in mind, you can easily breeze through your business trip and achieve your goals.