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Monterrey Business Tips

Ten Tips for a Successful Business Trip in Monterrey

Key tips for every beginning business traveler and a refresher list for the seasoned pro.

  1. Do not waste your company`s money and time. The important part of business travel is business, not travel. You will be judged on how your handle both.
  2. Thoroughly review and understand your company`s travel policy. You will need to know what expenses are covered, and what you are expected to pick up on your own. Take a copy with you.
  3. Understand the restrictions on airlines, hotels, car rentals, meals, phone calls, laundry, minibars and all other expenses. If something is not clear, do not assume, contact your boss or human relations department to get the answers you need.
  4. Connect with your corporate travel staff. These are the individuals who book your flights, hotels and car rentals. Ask them to explain how you should proceed if something goes wrong . How do you make changes if you encounter delays or problems?
  5. Expenses. Will you be using your own credit card or a company credit card for your travels? If you will be using your personal credit card, know that you may need to pay that bill prior to receiving your reimbursement allocation.
  6. Understand the proceedure for cash advances and the documentation you will need to turn in when you return.
  7. Get to know the staff in your accounting department. These will be the people who process your expense reports. Ask them what they need and how they like to receive information, then follow their advice. They can be your best friends.
  8. Do not create travel envy. Play it cool and do not brag about your trips to non-travelers in your office.
  9. Buy a durable piece of luggage that can also be used as a carry-on.
  10. What are the business travel styles of your company? When traveling together, what activities are you expected to take part in? Is airline seating an issue? When should you return to the office if you arrive mid-day or off a red-eye?

Helpful Hints & Planning Aids: Business Preparations

Important Items to Keep Handy

Personal Items

[ ] Money
[ ] Credit cards
[ ] Transportation
[ ] Itinerary
[ ] Tickets
[ ] Frequent flyer cards
[ ] Medical Insurance card

Destination Information

[ ] Contact Name_____________

Phone____________________

Pick-up time_____________

Pick-up location_______________

Accomodations

[ ] Guaranteed reservation

Confirm #__________________

Name _________________

Location___________________

Phone______________________

Type of bed________________

Car Rental

[ ] Agency_____________________

Confirm #__________________

Phone_____________________

Cost______________________

Pick up Location_______________

Date_________________

Time_________________

Drop off Location________________

Date________________

Time________________

Car type____________________

Planning an Event/Convention

Event Name____________________________________

Dates: From_________To____________

Location_________________________________________

Address_________________________________________

City/State/Country_________________________________

Event times:

Monday____________

Tuesday___________

Wednesday_________

Thursday__________

Friday____________

Saturday_____

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