CEO Travel Checklist - Einat Truger


1	CEO Travel Checklist			**Edit/add subjects or status to the 'Subjects' sheet. In this sheet, the first line is explanatory
2		Subject	Assignment	Status	Due by	Solution	Notes

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4		Transportation - International	Flights	Done	3/18/2020	Flight number e.g. UA95	Frequent Flyer #, valid visa, dietary requests...
5			Travel Insurance				via Travel agent
6		Accommodation	Hotel		3/19/2020		Foundersclub , corporate discounts, investors special fees
7		Briefing	Create updated optiional meeting list	In Progress			Follow ups from previous trips, potential investors..
8		Transportation - Domestic	Transportation to airport	Done		CEO to drive and park at airport
9		Transportation - International	Airport <> Hotel transportation	CEO todo		Uber
10			Hotel <> Airport transportation			Uber
11			Airport <> Home/Office transportation	Done		CEO to drive
12			Car Rental	Skipped			Preferred car type, valid drivers license
13		Communication	Cell + Data/Roaming abroad package
14			Local Sim	Skipped
15		Misc.	Foreign electricity adaptors	CEO todo
16		Finance	Cash in advance				Requested from finance X amount - 2 weeks prior
17			Routine schedule adjusted	Not started	6/1/2020		Adjust reoccuring meetings 2 weeks prior to flight
18			Flight check in				Travel agent responsibility or add as event to calendar in advance
19		Briefing	Meetings/Schedule confirmation
20		Accommodation	Restaurant Reservations
21		Briefing	Briefing package		6/18/2020		cash, meeting/conf. info, presentations, flight/hotel accommodations
22			Briefing package - summary email
23		Finance	Reimbursement report w/receipts				Deduct advance cash and company card use for meals (deduct from per diem)
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27			For consideration:
28			Visa needed for destination country
29			CEO dietary requests updated
30			Customs limitations
31			Border requirements (e.g.: some country border control accept fees cash only)
32			Dress code if required
33			EA, always conduct a catch up meeting pre-scheduled with your CEO immediately upon his return to office. Ask for summary highlights for each meeting, document outcomes and follw up action items. Request specific feedback reg trip accommodations
34			Emergency contact
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1
2	Subject:	Status:
3	Accommodation	Not started
4	Transportation - Domestic	In Progress
5	Transportation - International	Skipped
6	Communication	Done
7	Finance	CEO todo
8	Briefing
9	Misc.
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12	Adding/Editing validations dropbox:
13	Step 1:		Step 2:
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