Travel Pre-Brief Document

When to use this

Written to be read once, on the move. Five short sections per meeting on the trip, in the order they happen. No prose paragraphs — bullet density only.

What’s included

• Trip objective
• Meeting 1 — [Counterpart name / org]
• Meeting 2 — [Counterpart name / org]
• Local context worth knowing
• After the trip

What to customise before you use it

• Replace Trip / Destination with your real meeting, project, or stakeholder details.
• Replace Executive name with your real meeting, project, or stakeholder details.
• Replace Dates with your real meeting, project, or stakeholder details.
• Replace Counterpart name / org with your real meeting, project, or stakeholder details.
• Replace Day, time with your real meeting, project, or stakeholder details.
• Replace Location with your real meeting, project, or stakeholder details.
• Replace Names, roles with your real meeting, project, or stakeholder details.
• Replace One line with your real meeting, project, or stakeholder details.
• Replace Point with your real meeting, project, or stakeholder details.
• Replace Sensitive topic / open question with your real meeting, project, or stakeholder details.

# Travel Pre-Brief — [Trip / Destination]
**For:** [Executive name]   **Trip dates:** [Dates]

## Trip objective
> In one sentence, what does success look like for this trip?

## Meeting 1 — [Counterpart name / org]
- **When:** [Day, time]
- **Where:** [Location]
- **Who's in the room:** [Names, roles]
- **Why this meeting matters:** [One line]
- **Talking points:**
  - [Point]
  - [Point]
- **Avoid:** [Sensitive topic / open question]

## Meeting 2 — [Counterpart name / org]
[Same structure]

## Local context worth knowing
- [Cultural / political note]
- [Recent local news affecting the relationship]

## After the trip
- Send thank-you notes within 48h
- File contact details + photo into CRM
- Diary 1-week follow-up