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PSBTA Education Day 2012

PSBTA Education Day 2012. Intro to Travel Management By: LaRai Wichelmann & Jane Bankester. How did I get here anyway?. Many companies delegate travel tasks without quantifying the position. How to evaluate if a managed program is needed?. Now that I’m here, what do I do?.

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PSBTA Education Day 2012

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  1. PSBTA Education Day 2012 Intro to Travel Management By: LaRaiWichelmann & Jane Bankester

  2. How did I get here anyway? • Many companies delegate travel tasks without quantifying the position. • How to evaluate if a managed program is needed?

  3. Now that I’m here, what do I do? • Internal interviews with key stakeholders • Survey travelers/travel arrangers • Interview the agency if one is being used • Review reports (TMC & corp card) • Research & network w/ PSBTA resources and members • GBTA resources

  4. Basic Travel Management Needs • Travel policy • Establish booking method (OBT/TMC) • Credit card/form of payment • Reporting (negotiating & tracking) • Negotiating= vendor discount agreements (cost savings) • Tracking= traveler safety/duty of care • Management= travel spend and budget analysis • Knowledge of and/or access to resources to support travelers and the destinations they are going

  5. 2012 Travel Policy Trends Study conducted by GBTA & Egencia A few key focus areas of the study • What “control” over travel policy means to travel managers • What travel managers are doing to adapt to new and evolving environments • How travel policy differs by company annual travel spend

  6. Policy Control Majority of North American travel managers say it means driving savings and controlling costs. It also means setting policies and procedures and driving compliance.

  7. Adapting to your Environment Booking sites Review sites Smart phones Social Media Demographics A blessing and a curse

  8. Does Size Matter? More policy control with higher spend Less policy control with lower spend “Easier in the sense that people can do their own research instead of contacting me, harder because people book direct with vendors. One idea I’ve thought about is if I can’t mandate then at least maybe we can make people register all business trips with TripIt so we will at least have their information recorded in case of an emergency.” -North America, Low Spend “More control [over airline policies]. That seems to be an area where my travelers are willing to accept our preferred vendors. We’ve also taken the time to make sure that we negotiate with the airlines most of them use!” -North America, Mid Spend

  9. Policy Restrictions by Spend

  10. Thank you & Good Luck

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