TRAINING PLAN

FOR

Travel Agent

Outline

Concerned with the duties related to travel and transportation, including arranging itineraries, providing tickets and reserving accommodations for travellers.

Tasks

performed performed observed
alone with help

1. Customer Service

-Preparing brochures for distribution _____ _____ _____
-Greeting customers and offering assistance _____ _____ _____
-Help customers complete travel forms _____ _____ _____
-Learn to read travel brochures and put together trips that customers have requested _____ _____ _____
-Assisting customers with inquiries and finding Information that they request _____ _____ _____
-Writing up itineraries and mailing them out _____ _____ _____
-Booking reservations for flights and accommodation _____ _____ _____
-Discussing routes, time schedules, rates and types of accommodation with customers to determine plans and itineraries _____ _____ _____
-Verify arrival and departure times _____ _____ _____
-Arrange for baggage handling and other services requested by customers _____ _____ _____
-Trace routes on maps to be given to customers _____ _____ _____
-Offer suggestions for excursions, entertainment and special features that can be chosen _____ _____ _____
-Calculate mileage on marked routes _____ _____ _____
-Ensure that all travel clearances have been obtained _____ _____ _____
-Deliver tickets to customers _____ _____ _____
-Calculate fares for taxis or nonscheduled trips _____ _____ _____
2. General Office Duties
-Purchasing office supplies _____ _____ _____
-Answering phones and taking messages _____ _____ _____
-Phoning companies to check for availability of trips _____ _____ _____
-Typing letters and doing mailing _____ _____ _____
-Filing reports and travel brochures _____ _____ _____
-Performing basic accounting tasks _____ _____ _____
-Working on the computer to prepare schedules _____ _____ _____
-Sort and distribute incoming mail _____ _____ _____
-Understand good phone technique when dealing with larger companies _____ _____ _____
-Writing letters to obtain general Information on different countries _____ _____ _____
-Research various programs that are offered _____ _____ _____
-Help set up window displays _____ _____ _____
ADDITIONAL TASKS
_____ _____ _____
_____ _____ _____
_____ _____ _____
_____ _____ _____

Equipment Used Related Positions
Adding Machine _____ Ticket Agent
Photocopier _____ Travel Clerk
Computer _____ Reservation Clerk
Typewriter _____ Railway Clerk
Telephone _____ Cargo Agent

	performed	performed	observed
	alone	with help
1. Customer Service
-Preparing brochures for distribution	_____	_____	_____
-Greeting customers and offering assistance	_____	_____	_____
-Help customers complete travel forms	_____	_____	_____
-Learn to read travel brochures and put together trips that customers have requested	_____	_____	_____
-Assisting customers with inquiries and finding Information that they request	_____	_____	_____
-Writing up itineraries and mailing them out	_____	_____	_____
-Booking reservations for flights and accommodation	_____	_____	_____
-Discussing routes, time schedules, rates and types of accommodation with customers to determine plans and itineraries	_____	_____	_____
-Verify arrival and departure times	_____	_____	_____
-Arrange for baggage handling and other services requested by customers	_____	_____	_____
-Trace routes on maps to be given to customers	_____	_____	_____
-Offer suggestions for excursions, entertainment and special features that can be chosen	_____	_____	_____
-Calculate mileage on marked routes	_____	_____	_____
-Ensure that all travel clearances have been obtained	_____	_____	_____
-Deliver tickets to customers	_____	_____	_____
-Calculate fares for taxis or nonscheduled trips	_____	_____	_____
2. General Office Duties
-Purchasing office supplies	_____	_____	_____
-Answering phones and taking messages	_____	_____	_____
-Phoning companies to check for availability of trips	_____	_____	_____
-Typing letters and doing mailing	_____	_____	_____
-Filing reports and travel brochures	_____	_____	_____
-Performing basic accounting tasks	_____	_____	_____
-Working on the computer to prepare schedules	_____	_____	_____
-Sort and distribute incoming mail	_____	_____	_____
-Understand good phone technique when dealing with larger companies	_____	_____	_____
-Writing letters to obtain general Information on different countries	_____	_____	_____
-Research various programs that are offered	_____	_____	_____
-Help set up window displays	_____	_____	_____
ADDITIONAL TASKS
	_____	_____	_____
	_____	_____	_____
	_____	_____	_____
	_____	_____	_____

Equipment Used	Related Positions
Adding Machine _____	Ticket Agent
Photocopier _____	Travel Clerk
Computer _____	Reservation Clerk
Typewriter _____	Railway Clerk
Telephone _____	Cargo Agent