Out
Travel
Definition
When you’re thinking about taking a trip, the who/where/ when/how formula has endless permutations. If you add in any extended family, best of luck as you navigate how to get everyone to the same place at the same time on a budget, where hopefully fun awaits. Even a day trip for a friend’s wedding requires someone to handle logistics, so just because you’re not jet-setting to a white sand beach doesn’t mean you’re off the hook from CPEing this card.
Tip! Work closely with the “Packing & Unpacking (Travel)” cardholder to ensure that once you get to your destination, you have the appropriate clothes and amenities in your suitcase.
Conception
You want to travel
Planning
- Sourcing vacation ideas (adult only or family, warm or cold climate, relaxation or adventure, domestic or international)
- Researching potential destinations, including airfare, hotel, transportation, activities, dining, health or other travel alerts
- Securing/renewing/checking expiration for everyone’s passports
- Discussing how much vacation time can be used from work
- Selecting dates for travel (that work for everyone, including kids in school)
- Calling hotel concierge for dining/activity recommendations
- Researching (asking friends, internet, books) activities and dining out
- Working with “Points, Miles, & Coupons” cardholder to redeem miles
Execution
- Checking in to flights
- Making flight/hotel/rental car (car seats, if necessary) reservations and confirming prior to travel
- Purchasing travel insurance
- Making reservations for activities and dining out
Minimum Standard of Care
Did everyone get to where they were supposed to be without unreasonable stress?