BSBADM406
Organise business travel


Application

This unit describes the skills and knowledge required to organise domestic and overseas business travel, including developing associated itineraries, booking travel and accommodation, preparing travel related documentation and making travel arrangements.

It applies to individuals employed in a range of work environments who may work providing administrative support within an enterprise, or have responsibility for these tasks in relation to their own workgroup or role.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Organise business itinerary for domestic and overseas travel

1.1 Confirm purpose and requirements of domestic or overseas travel including planned itinerary, budget, meeting requirements and traveller preferences

1.2 Identify points of contact and names of contact persons, and make and confirm arrangements for meetings in accordance with planned itinerary

1.3 Prepare daily itineraries with appointments, arrival and departure times, accommodation and other itinerary details in accordance with travel purpose

1.4 Source, prepare and provide documents and support material for meetings within designated timelines

1.5 Prepare itinerary in accordance with meeting requirements and traveller’s work health and safety (WHS) requirements

1.6 Provide itinerary and meeting documents to the traveller within designated timelines

2 Make travel arrangements

2.1 Make bookings in accordance with organisational policies and procedures for business travel

2.2 Identify and arrange travel documents in accordance with itinerary and individual requirements

2.3 Confirm and check travel arrangements and dispatch confirmation documents to the traveller within designated timelines

2.4 Negotiate and confirm alternative arrangements in response to changed requirements

2.5 Record travel details and itinerary in accordance with organisational requirements

2.6 Negotiate and confirm communication arrangements in accordance with organisational requirements

3 Arrange credit facilities

3.1 Check and confirm methods of payment

3.2 Make credit arrangements in accordance with organisational policy and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill

Performance

Criteria

Description

Reading

1.1-1.5, 2.1-2.3, 3.1, 3.2

Researches and interprets information from various sources in a range of formats to establish and confirm travel requirements

Writing

1.1-1.5, 2.1-2.3, 2.5, 3.1, 3.2

Produces clear, detailed and logically organised texts in required format using vocabulary specific to travel requirements

Oral Communication

1.1, 1.2, 2.1, 2.4, 2.6

Uses appropriate vocabulary, pitch and intonation to convey relevant information

Listens and asks questions to confirm requirements or clarify understanding

Numeracy

1.1, 1.3, 1.4, 1.6, 2.3, 3.1

Interprets and comprehends a range of everyday mathematical information that is embedded in familiar texts

Uses basic mathematical formula to calculate credit requirements

Navigate the world of world

1.5, 2.1, 2.5, 2.6, 3.2

Recognises and responds to both explicit and implicit organisational procedures and protocols and legislative/regulatory requirements

Interact with others

1.1, 1.4, 1.6, 2.1, 2.3, 2.4, 2.6

Collaborates and negotiates with others to achieve agreeable outcomes, playing an active role in facilitating agreement

Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role

Get the work done

1.1-1.6, 2.2, 2.3, 3.1

Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints

Takes responsibility for the outcomes of routine decisions related directly to own role

Utilises a range of features within digital applications to improve personal productivity, optimising software functions for specific purposes


Sectors

Administration – General Administration