Define the trip before searching
Confirm the purpose, fixed commitments, acceptable arrival window, traveler constraints, and approver.
Executive Support
How to create a leadership travel approval workflow
ExecutiveSupportStaff Editorial Team | Published
Present decision-ready options
Show a preferred itinerary and only alternatives that solve a meaningful tradeoff. Include local times, transfers, preparation needs, and decision deadlines.
Control post-booking changes
Route material changes through the named approver and explain effects on meetings, transport, and traveler readiness.
Review the workflow
After a missed commitment or unclear handoff, update the rule, name the owner, and record the next review date. Use the executive office operating rhythm to keep the change in regular practice.
| Stage | Required output |
|---|---|
| Prepare | Purpose and owner |
| Operate | Decision and record |
| Review | Exception and next step |
Frequently asked questions
What should this workflow define?
Confirm the purpose, fixed commitments, acceptable arrival window, traveler constraints, and approver.
Who should own the work?
Show a preferred itinerary and only alternatives that solve a meaningful tradeoff. Include local times, transfers, preparation needs, and decision deadlines.
How should exceptions be handled?
Route material changes through the named approver and explain effects on meetings, transport, and traveler readiness.
leadership travel approval workflowexecutive assistantexecutive support