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Showing posts with label airplane. Show all posts
Showing posts with label airplane. Show all posts

Sunday, October 31, 2010

Traveling with your Boss

So I am working on a new trial and I’ve been on 10+ trips in the last month accompanying my boss.  We’ve been traveling domestically and initiating our study sites.  I’ve enjoyed getting to know my boss outside of the office and we’ve had some memorable trips and met up with some excellent clinical staff and Principal Investigators.  I was not terribly nervous to go on the road with my boss but I did spend a little time thinking about how to prepare for each trip so we would have the best travel experience possible.  Here are some things that I considered when preparing for and completing my trips.

Be on time
Obviously don’t miss your flight but also if it is an overnight trip then get to the appointed meeting place early.  If you are in a rush or flustered you aren’t going to look your best in front of your boss.  It is rude to be late to the study site; don’t let this happen. 

Pack properly
You will feel more at ease if you are organized and prepared.  You want a small bag, not a huge clumsy suitcase.  When you go through security at the airport you want to look like a pro.  Have your baggy of liquids and your laptop easily accessible so you can run them through the scanner. Don’t forget your laptop power supply and phone charger.  Here are a few other must-haves to pack in your carry on:
  • Travel confirmations
  • printed directions to the hotel and to the site
  • GPS (program the hotel and site in before your trip)
  • phone numbers for study site and home office
  • have cash (this saved me and avoided an awkward situation on a $65 cab fare when the credit card machine was broken)
Dress well
Wear smart shoes that you can easily slip on and off at airport security.  Ensure that your outfit doesn’t inhibit you at the airport or the site (painful shoes, improperly hemmed pants, etc).  Be comfortable and dress appropriately. 

Stay busy and productive
More specifically, stay busy doing something work related (no, not solitaire).  For example, on the plane my boss dozed while I studied the Investigator Brochure, listened to podcasts about the therapeutic area, updated forms, edited the Site Initiation slide deck, reviewed Informed Consent Form templates, etc.  I suspect my boss found this more professional than if I were reading Us Weekly or watching sitcoms on my laptop. When we landed I checked my email and made quick site contact calls as we rode the shuttle bus.

Behave
At dinner you will need to limit the drinks, choose topics of conversation that are light and pleasant, and keep the jokes tasteful. Don't bad mouth previous employers or co-workers. Your boss can dish on anyone they want but you should be very careful to avoid gossiping.  You can be human and talk about kids, dogs, sports, etc, but if something is off-limits to discuss in the office assume it is not the best topic on the business trip, either.
A single glass of sangria may be acceptable but a pitcher of sangria is probably a no no in front of the big boss.
Don’t stress out
I was going to say relax but I want to be clear that you are being evaluated.  Your boss is going to observe your behavior on the trip and you need to remain professional even if the days run long.  You can still be happy and have fun but remember to stay poised.  

Traveling with your boss is a great opportunity.  Prepare for your trip and pay attention to your behavior on the trip.  If you make an error, correct it and don’t repeat the mistake. Your boss isn’t expecting perfection but will absolutely notice if you are disorganized, improvident, or obnoxious.  Have a great trip!

Check out one of my favorite blogs, Road Warriorette's take on this same topic: Traveling with your Boss



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Sunday, August 3, 2008

Efficiency Tips: Spend less time on Expense Reports

I pay for most things with my American Express (Amex) but I am required to submit receipts for all charges over $10. We either scan our receipts in and attach them through the web browser to a pending report or we fax them to a dedicated fax # with a spiffy system-generated coversheet that accomplishes the same thing. In the expense system website, every few days, charges from the Amex are automatically available for me to add details to (which sponsor is the charge billable to? is any part of the charge non-billable?) and to group into pending expense reports. Unfortunately cash purchases or those made on my personal credit card have to be manually entered and categorized so I try to limit these types of transactions.

I make my own travel arrangements through our travel agency and they pass those charges through to my Amex. Airline tickets, rental cars, and hotels are the bulk of my expenses and whether or not they are reimbursable is very clearly delineated in our travel policy (for example, a $500/nt stay with spa treatment at the Ritz is not OK, but $150 at the Marriott with free breakfast is very much within policy). There are also clear guidelines for our meal expenses and tips in the travel policy too, but in my experience, this is the area where I most frequently have issues with reimbursement. Part of the problem is that I may lose a receipt or they haven't scanned in clearly so my entire expense report can get denied or otherwise held up in processing. For that reason, I typically submit 2 expense reports for every trip. If I have booked airfare more than 2 weeks in advance, that goes through in its own report so I can go ahead and have the company pay my Amex down before 30 days pass. Everything else I pass through up to 4 weeks after the trip in a second expense report.

While traveling and at the time of purchase, I usually slip charge receipts in the billfold portion of my wallet but after a few days the wallet is overstuffed and won't fold closed. A solution I have come up with is to periodically group and file the receipts in a specific pocket of my laptop bag. The keycard folios they give you at the hotel are terrific for organizing receipts so I simply group them together in chronological order in those handy little keycard envelopes. I organize in two categories, transportation related (receipts for gas, rental car, parking, cabs, valet, tolls, etc.) and for meal expenses and tips.

Efficiency: Eating breakfast and working on expense reports.
When I am flying home from my visit, I put down my tray table and prepare all the receipts for scanning. I now travel with blank paper and tape (tape dispensers are bulky so I have taken to carrying self-dispensing double sided sticky crafting squares. I get mine from the dollar store but click here for a link to the product I am using). I fashion all the receipts on as many pages as I need and when I get home it only takes a few minutes to scan the whole stack and attach them to my expense report. Many hotels offer free business centers with scanning and faxing so I could also do this on the road but I like to do it when I get home for now.

Timesheets are due every two weeks so I ensure that when I am signing off on my timesheet I am also submitting any pending expense reports. Our Amex is paid bi-monthly so this helps me to always be current and never go in arrears on my corporate account. You certainly don't look very professional if you aren't paying your credit card on time so I manage this closely. Not to mention, who can afford all the crazy fees they would love to charge you?


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Efficiency Tips: General and Administrative Duties

I work at a CRO so we have a fairly robust on-line expense reporting system and a thorough web-based system for reporting our billable and non-billable time through an interactive on-line timesheet. Well, I don't have the new iPhone and we still can't access the internet while in-flight so I am not exactly on-line all the time. The result of this is that I have a tendency to get behind in both my expense reports and time reporting.

Complete administrative tasks
while on the road by booking
hotels that have well-appointed
business centers. Internet access,
printing, copying, faxing, scanning,
and a FedEx drop are a major help.
Timely reporting of billable hours and submission of accurate expense reports are two of the main conditions of my employment. My other big responsibilities are showing up when and where I am supposed to for site visits/teleconferences (that includes making travel arrangements far enough in advance that I am getting the best fares and being cost-conscious for my company and the study sponsor) and getting my reports done on time. I'm never actually late with reports, timesheets, or expense reports, but at times, I have felt like I was not always as on top of it as I would like to have been.

For each of these job responsibilties I have a few tips that have helped me stay under the radar of the big bosses and consistently make my submissions accurately and on-time. I'm always on the lookout for new methods of reducing my workload and working more efficiently, so feel free to post a comment with other suggestions. This is a big topic and I have a lot to say so I will tackle it in three different posts: MV Reports, Timesheets, and Expense Reports

I hope you find this series helpful!

Saturday, February 16, 2008

Tips for Frequent Travelers

So I have already written to you about travel safety, and now I am going to write about some travel perks; mainly hotel points and airline miles. It is to your benefit when traveling for business to accrue some rewards for yourself. First you will want to obtain and read a copy of your company's travel policy so you know where they can flex and where you will need to flex. For example, my company requires me to book through their travel agent and we have preferred hotels and a preferred rental car company. I must pay for everything with my corporate Amex and then be reimbursed (so other loyalty Credit Cards are not an option) but I can (and do) add Membership Rewards to my Amex account for $75 a year and collect membership rewards points for every dollar of my employer's money I spend on travel to and from sites.

I spend a lot of time on airplanes and
collecting reward miles is a real perk
that I can use to obtain discounted or free
 leisure travel.
In regards to airfares, it is wide open so I can research and communicate to the travel agent which fares I want provided they are within the travel policy guidelines. In this way, I can maximize my reward points and choose to focus my reward accruing efforts on a preferred airline/chain so I can rack up miles/status/points for leisure travel. Be careful of diversifying too much or you will only achieve a low level of status/rewards in many programs whereas it is typically better to have a lot of status/rewards in just a few programs. This is less flexible but in general, you will see greater returns when you focus your efforts.

I was first going to attempt to download all the tidbits I have learned over the years but then decided a list of my favorite web links would be much more effective.


Find the Lowest Airfares

  • ita software - Click on the graphic in the lower left called 'Search Fares using QPX'. Be exact with your entry as this system can't really 'guess' at what you want. When your results come up use the third toggle button at the top to 'choose flights (graphical)' Now you can sort and stack and filter or just choose one segment at a time. I love this site! The only airline I have found not listed so far is SW so I just check them separately.
  • Kayak.com - Another price aggregator as above.
  • FareCast.com - Will the fare be cheaper if you wait until next week to book it? This site tells you!
  • Yapta.com - Tag a fare and book it once it is cheaper. If the fare does drop after you already booked (assuming you booked directly through the sirline website) you might be entitled to a refund or future credit thanks to the low fare guarantee).
  • Many airlines will give you bonus miles for booking through their site. I can't do this because we are required to use the agency but this is especially powerful when you own and book with their co-branded credit cards. Something to look into...


Booking Hotels

  • Again, pick one or two chains and accrue status so you get upgraded rooms and executive lounge access, free breakfast, bonuses, etc. Plus, once you are at the higher tiers you typically accrue points faster. This chart is helpful for comparing the different loyalty programs - thanks Starwood Preferred Guest program!
  • One more tip here, once you get high level status in one program call competing programs and ask them to 'status match' or to allow you to 'challenge' the high tiers of their loyalty programs. These promotions are usually offered in the first half of the year. Airlines will status match, too -- never hurts to ask, anyway!


Misc

  • seatguru.com - Make informed decisions when choosing your seat - make sure your seat fully reclines and that it doesn't have a blocked view of the TV or limited space.
  • seatcounter.com - How many seats are left in each class of service on a plane. Helpful when you are hoping for operational or status based upgrades to a higher class cabin or if you are looking to get bumped (sometimes you can plan to miss a flight because you will be compensated with a free roundtrip US ticket or a discount voucher for future travel).
  • flyerguide.com/wiki - An ever-changing Wiki that has aggregated information about traveling and loyalty programs. Companion website to flyertalk, see below.
  • flyertalk.com - This is an online forum with lots of frequent travelers who share their tips. I subscribe to posts and threads and I get these emailed to me weekly. I download my email to a local client so I can browse through them in digest format while on my frequent flights. I have learned so much here and love this free site.


Tools for Tracking Points and Miles

  • I prefer a web-based program so I can recommend the following: http://www.mileagemanager.com/ (this site is free to try for 30 days and then $14.95 annually. It has rewards summaries but also lets you know which accounts are about to expire, and my favorite part is the 'Elite status summary' which tells you what you need to earn to get to the next Elite level in any given program.)
  • http://moneycenter.yodlee.com/ (this site is free and will also manage your personal finances and help you set budget goals or you can just add your reward programs and have it manage those exclusively. Of note, your bank might already subscribe to this service for you as some major financial institutions like Bank of America, Fidelity, and Wachovia do... Check here)

Shoot me an email or leave me a comment if something important is missing from this post or you have more questions about this topic that I can answer. I would also love to hear your tips and success stories so feel free to leave those comments as well!
Read more about What to Pack in this post.

Sunday, December 2, 2007

Business Travel Safety

So I have just printed my boarding pass for my first monitoring trip with my new company. This reminds me that there are some great travel safety tips I would like to share with you all. Most of these are common sense or things I have picked up along the way from employers and other monitors. I know this is long but I hope you will find it helpful. Feel free to add comments if you can think of other important tips I may have left out.

Before you leave:
Use common sense when booking your flight and hotel. Monday flights get delayed so take an early one or just fly in Sunday night so there is no risk that you will be late to the study site. Friday flights are always oversold and late, try to return home on Thursdays when possible or stay over the weekend and explore a new city. Think about what time zone you are traveling to so that your flight times are practical and safe -- don’t arrive after dark if possible. Choose the right hotel – ask the site for suggestions or speak to other monitors you know. I like to read reviews on Trip Advisor. The most important criteria are not necessarily the rewards, pool/amenities, and mini-bar (but good room service is important). Instead, choose a property that has at least 3 floors (more on this later), ensure that there will be no outside entrance to your room (like at a motel), and stay in a safe neighborhood (even if this means a longer commute to the site).

OK, this is a business trip, not a fashion show. Keep your luggage light. This is not just a practical suggestion but an important safety tip. When you are struggling with several bags you are distracted and less aware of your surroundings. This can leave you vulnerable and make you a target for crime. Not to mention, the more pieces of luggage you have, the easier it is for something to become lost or stolen. Pack only what you need and leave extra room for all the important souvenirs/shopping you will bring back (or CRFs and regulatory study documents, whatever).

Print your itinerary and boarding pass before you go. I always forward a copy to my personal email (since I can access that from the internet and I like to sync it to my PDA) and to my boyfriend or a family member and my admin. Print an additional copy of your itinerary so you have a backup and put it in a different location in your luggage. When you are at the airport fumbling around for your itinerary, it might give criminals the impression that you are unorganized and an easy victim. You should know where your documents are at all times and your cash.

Just bring enough cash to pay for a light meal and a cab ride. I recommend splitting up your cash and credit cards (put some in your pocket, some in your purse, some in your briefcase, etc.) so if you are robbed you will not be in such a bad way. I think it is a good practice to leave behind copies of your Driver’s License and Credit/ATM Cards (including a copy of the back which has all the number you call if they are lost or stolen).
Don’t forget to bring your insurance cards (auto/health) and personal/business contact info (# for your boss, colleagues you will meet at the site, the site’s contact info!). In addition, I always program the hotel phone number and address into my GPS and cell/PDA. Don’t forget to program in the travel agent’s name and #, too (as well as after hours contact info). Print maps to the site and hotel so you will know where you are going. The rental car place will help you with this, you can contact AAA before your trip, or just use a website like maps.google.com. Remember, even if you are taking a cab or black car, maps are still important. You will want to pay attention to the route the driver is taking and ask questions if necessary to avoid getting ripped off (running up the meter) or becoming diverted to an area that is unsafe or otherwise incorrect.

If you are in a public place keep
a low profile and try not to draw
attention to yourself. Casual
conversations with strangers can
be dangerous so ensure you are not
making yourself vulnerable by giving
away information about where you
are traveling, staying, or emphasizing
the fact that you are alone on the trip.
When you arrive/At your destination:
Now you are in a new and unfamiliar city and you are vulnerable for many reasons. You need to blend in (always know where you are going, pay attention to your surroundings, walk confidently, don’t flash wads of cash, and leave flashy/expensive items at home – like your jewelry and the Coach bag). Do not accept rides from strangers or unmarked cabs. When you are at the airport, restaurants/bars, or in the cab, do not give away personal information through conversation (always ensure that your name and address are covered on your luggage tags).

Cabbies always ask me if I am in town for business or pleasure. It is fine to be polite and carry on a conversation but keep it light and be smart. I’ll often answer, “business, but I am meeting my friends/husband later tonight.” If they ask what you do, use your discretion, but a safe answer is always, “Oh, work is boring, have you been driving your cab long?” If you can ask them a question about themselves or the city you are in, you can divert the conversation to more neutral topics. If the cabbie is nice, I always ask for their card and usually book them to return to the airport (plus if you find yourself lost while walking, you can call the cab and have them come pick you up). Your hotel can also help you find a safe transport back to the airport.

OK, so you rented a car. It is best to put your luggage in the trunk but make sure you keep the maps your cell phone and your GPS up front with you within easy reach. After you glance in the backseat (make sure nobody is hiding there), get in and lock the doors. Now figure out how the windows work and adjust the seat/mirrors/steering wheel before you leave the garage. Don’t keep your purse on the passenger seat. When you pull up to a stoplight or an intersection, someone could smash your window and reach in to grab this. I keep mine on the floorboard of the backseat (next to the person who is laying there – jk!). Always keep the gas tank at least half full – this is especially important in the winter or in rural areas where gas stations are not as frequent and cell phone coverage may not be as reliable (if you are driving in these areas a GPS is not always reliable so pay attention to road signs but at least the GPS can help you find a gas station where you can ask for directions).

Only park in well-lit places and remember where you parked so you can walk purposefully back to your car instead of wandering around aimlessly clicking the button and looking for flashing taillights (this is unsafe!). Every time you leave your car, lock the doors and check the handles to ensure it is locked. When you do return to your car check for flat tires; Criminals will let the air out of your tires so you have to stop later along the roadside and you will be vulnerable and open to their attack. Don’t click the button to unlock the car until you are right next to it. If there is a large van or someone standing near your car you can go back inside and wait for them to move on (or request an escort from security). You could also enter your vehicle from the passenger side (I appreciate that you will look silly but it is most important to be safe and you could always pretend that you wanted to quickly check for something in the glovebox). Most abductions happen during the day in public places like grocery stores or strip-mall parking lots so please pay attention even if it isn’t nighttime. Lock the doors as soon as you get in and buckle up. This is the most important, leave right away – don’t sit in your car and organize receipts or talk on the cell phone. This is just not safe.

Every hotel starts to look the
same eventually but never
let your guard down and
keep these safety tips in mind.
OK, finally you are checking in to your hotel. Request to stay between the third and eighth floor. The third floor is high enough that it is unlikely someone would break into your room from the outside, the eighth floor is the maximum within the range of fire rescue equipment. The room number should be written on the key envelope and handed to you. If it is spoken aloud, you must request another room. It is not safe for other people in the lobby to overhear your room #. Always ask for 2 keys (this makes it look like you are not alone plus you are less likely to get locked out if you always have one in your purse and one in your pocket). If you lose your keys don’t just ask for another copy, have them re-key the room (this is really easy for them with key cards). If it is an actual metal key, you need a new room – sorry, but you do! If the parking lot is not near your room, use the valet and if it is very late, it is always prudent to request assistance to your room.

Placing the “Do Not Distrub” sign on your door at all times will give the impression that you are in the room and possibly deter would-be thieves. If you go out, leave a light on for the same reason. You can call room service and inform them that you are doing this so they will still come and freshen up your room while you are away anyway. If someone knocks on your door, don’t open the door, ask who it is and call reception first to ensure that they are hotel staff. This tip might be overkill, but I just heard it and found it interesting…If you must let someone in your room, first turn on the shower and close the bathroom door. This gives the impression that you are not alone in the room. I suppose if they are there to fix the bathroom or something you will look like kind of a knob so decide if you are willing to risk it. ;)

Also, because I haven’t mentioned it anywhere else, be sure to avoid conflicts when you travel. Remember, you are trying to keep a low profile. This means your conflicts or the conflicts of others. If the airline or hotel piss you off (unbelievable, I know, but trust me it happens –ha!) just write down the details of what happened, time/date, names of people who were involved and make a complaint to corporate when you are back home. When you are involved in conflict you won’t be paying enough attention to your surroundings and this could be dangerous. If you see a disturbance or someone who needs help or is hurt, feel free to go find them help but do not help them yourself! I know this seems heartless, but you can make yourself a victim by getting involved.

Conclusion:
Even if the city you are traveling to is a place that you frequent regularly, you always need to look AND be alert. Always follow your instincts. If you are in a place where you feel vulnerable or unsafe, leave. It is always better to look foolish than to become a victim. Use common sense and have a great trip! Add a comment or drop me an email if you have other great tips for business travel safety.



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