Going on a business trip? Be sure to have a business travel planning checklist or a 2-day trip itinerary before you go. They’ll prepare you for the whole duration of the trip. And when you’re back, you’ll be needing a business trip report sample to help you write your own report. No idea what a business trip report is? No problem! You just landed on the right article. Here, you will get to know what a business trip report is and get tips on how you can effectively write one.
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What Is a Business Trip Report?
A business trip report is a document detailing what happened or what an employee did for the whole duration of the trip. The main purpose of the report is to know what the employee achieved during the trip (e.g., if they were able to close a deal or partnership). It is also used to determine what the employee learned from the trip (e.g., if they’re attending some form of training or a conference). Through the report, managers and department heads can assess if the employee followed the company’s business travel itinerary and travel policy. The employee’s performance during the trip is also evaluated using the report. It is then used as a basis to decide whether to send the same employee on another business trip or select a different candidate.
Before the trip, you’ll need to have a business trip report template or a conference trip report template ready. That is because the best time to start writing the report is during the business trip. If you have time, you can start documenting the little details. But it’s never wrong to write the report once you’re back in the office.
How to Write a Business Trip Report
Want to write a better business trip report? Then you better check out the tips that we have gathered just for you!
1. Proper Documentation
A well-written business trip report is all about proper documentation. You’ll need to document all of the important details of your trip that are beneficial to the company. That includes your name, the names of your colleagues who are on the same business trip, the names of clients that you met during the trip, the exact dates of the trip, the objectives or goals of the trip, etc. And don’t forget to add a heading.
2. Summarize Key Activities
Identify which transactions make up the key activities of your trip. Write a summary of all the key transactions and make sure to highlight important information.
3. Itemize Lists
Make an itemized list of all your expenses, as well as what you gained during the trip. This is tough, but you can make the task lighter by using a travel expense report template.
4. Follow the Company’s Policies
When it comes to writing a business report, following company policy is a must. It will help you write a business trip report that is both useful to the company and easy to understand.
FAQ’s
What should I include in a business trip report?
For a complete business trip report, you should include the following components:
- Name of the business trip
- Business trip destination (include site location if going on a site visit)
- Name of client/clients (if meeting clients)
- Duration of the business trip
- Participants of the business trip
- Purpose of the business trip
- Travel report summary
- Highlights for the business trip
- Business trip-related expenses and receipts
- Insights or learnings during the trip
- Additional comments
Who needs business trip report samples?
Business trip report samples make good reference materials or guide when writing one’s own report. It is especially useful for employees who are required to write a business trip report for the first time. The samples can also be used as a reference for writing a travel report for a school project or a field trip report for a course requirement.
When should I make a business trip report?
An employee who just went on a business trip is required to submit a written report on what happened during the trip. Most people would make the report once they get back to the office. But it is ideal to write a business trip report during the trip. That is because the memories of what happened are still fresh, allowing you to write an accurate and comprehensive business report.
How should I submit my business trip report?
You may be asked to present your report in front of managers or department heads, so you’ll need to prepare a powerpoint presentation using a business trip report template ppt. Of course, after the presentation, you’ll still be required to send an email of your report. To do this, you can simply use a business trip report email sample as a guide. Make sure to send your report to the correct email addresses. Keep a copy of your email for documentation purposes.
With the help of the samples above, you can easily make a comprehensive and well-written business trip report. Report writing is not an easy task, but the entire process can be made simpler if you know how to utilize the resources that are available to you effectively.
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