Classify your travel
Each of these three vectors has a 1 (low/no) to 10 (high/yes) ratio that you score, allowing you to add them up to create a permissibility score of anywhere from 3 to 30. The lower the score, the less essential and permissible the trip and the more layers of approval you need to obtain. This score becomes an easily agreed upon way for you to score different kinds of trips, regardless of which department they may benefit, and get alignment across the entire leadership team.
Create a table
Here is a quick and dirty way to put the pyramid to work and classify your travel. Using a spreadsheet (download the template), identify travel types within each department and lay them out in a column. Then score each trip on their urgency, impact, and remote-ability. Tally up the scores at the end of each row and decide where the break-points in your permissibility tiers lay (eg. 3 – 10, 11 – 20, and 21 – 30).
Here’s a link to download an example that you can use as a template. Just open the Google table and make a copy to your Drive folder or download it as an Excel file. On the example, we’ve identified eight possible travel types:
- Sales closing
- Sales Intro
- Team Building
Once you have your travel-type list, get your department heads and stakeholders together and start scoring. In the example, implementation and repairs are usually both quite urgent and have to be done in person so would score very highly on urgency and lack of remote-ability. The impact would depend on the job, the customer, and the account value.
Create a key
The next step is to create a key that you use to rank the travel types according to their scores, classifying whether they are permissible, need approval, or are not travel permissible. Then match them with required approval layers. Here’s how our example breaks down:
Score: 21 – 30
Classification: Permissible Travel
Score: 11 – 20
Classification: Extra Approval Needed
Approval: Manager and Department Head
Score: 1 – 10
Classification: No Travel
Approval: Manager, Department Head, and CEO
While your trip types and approval hierarchy will be more nuanced and specific to your business, this framing provides a quick and easy way to start your return to travel process.
Here is the webinar I hosted walking through this concept and showing examples:
Another valuable resource worth sharing is travel consultancy, Festive Road’s, Permissible Travel Framework, which is a much more in-depth way of classifying travel if you want to take the next step.
This post is part of our Return to Travel Sooner and Safer Series and is based on the 5 Steps to Return to Business Travel Sooner and Safer e-book which you can download by clicking this link.