Business Travel Assessment Day
Everyone involved, one day at one table
Before a project is decided on, it has to be clear what is actually wrong. The Assessment Day is a one-day entry format with a written result, on site or remote. Meetings and events are not part of this day. The same approach works for them and takes a day of its own.
Typical triggers
- Travel spend cannot be shown in one consolidated view
- Concur or another system is live, but the process chain does not work
- Substantial manual rework in expense processing or in accounting
- Negotiated rates and contracts go unused, with a high share of bookings outside the official channels
- Unclear responsibilities across travel, finance, procurement, HR and legal
- In an emergency it is unclear who reaches travellers and who decides, especially on trips abroad
- Ahead of a tender, a system decision or a larger undertaking
Each of these situations costs money or working time. In no single department does enough of it accumulate for that department to tackle it alone. So it stays as it is.
Who this is for
Companies with around 75 regular travellers or more, where business travel runs across several functions. The counterpart is the commercial management or, where one exists, the head of the travel function.
How it runs
Introductory call.
Thirty minutes by phone. We establish whether the Assessment Day is the right format for your situation and who should take part. Free and without obligation.
Assessment Day.
One day on site or remote: structured conversations with the functions involved, plus a review of policies, contracts, systems and reporting.
Analysis.
I summarise the findings in writing, separate symptom from cause and order the measures by impact and effort.
Handover of results.
You receive the report and a presentation for the management board within a week.
What you receive
- On a few pages, how business travel is organised in your company today and who decides what
- The three to five places where responsibilities, processes or data do not fit together, including duty of care for travellers
- A list of measures, ordered by impact and effort
- The decisions to be taken first, in their order
- A presentation for the management board to work with internally
Who should take part
The Assessment Day only works if the functions involved are at the table together. Typically that means travel and mobility, finance or accounts payable, procurement, HR and legal, depending on the question. That constellation is the real value of the day. In many organisations these functions sit down together over business travel for the first time.
Self-contained, but a natural starting point
The Assessment Day is a complete product and commits you to nothing. If a larger undertaking emerges from it, it can lead into a follow-up project. It does not have to. Either way you are left with a result you can carry forward internally.
Independent
I book nothing, broker nothing and receive no commission from any provider. My fee is paid by the client and by nobody else. That is why the report also names measures that benefit no provider.
More than 25 years in business travel management, most recently four years leading a central group function for travel and expense. About
Terms
Terms for the fixed daily fee are available on request. The fee includes preparation and follow-up and depends on scope, the number of locations and the systems involved. Travel and accommodation costs are charged separately.
If the cost question comes first, the travel cost diagnosis is the better fit.
Arrange an introductory call
The easiest way to arrange a date is through the contact page. There you will find the booking calendar and can write to me or call me directly.
Arrange an introductory callIf you have something that has been sitting unresolved for a while, write me a line about what it is.