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6/28/2017
1
Foreign & Domestic Travel: The
Traveler’s Role in Duty of Care
Scott Mcbride, VP, Global LP, Safety and
Security, American Eagle Outfitters, Inc. and
Walter Palmer President, PCG Solutions, Inc.
Foreign & Domestic Travel:
The Traveler’s Role in Duty of Care
6/28/2017
2
Objectives
• Develop a travel risk mitigation program, including pre-
trip assessment of itineraries and traveler education.
• Influence traveler’s decision making through simple
behavioral modifications.
• Put in place practical steps to accomplish business
goals and mitigate risk.
Presentation Considerations
• US based companies
• Assumption: American
employees traveling abroad
– Consider foreign employees
traveling in US
– Consider employed nationals
in other countries
• Doing more with less
• Two Perspectives
– Corporate sponsored
travel with duty or care
– Traveling without
Corporate support
6/28/2017
3
Travel Risk Spectrum
Reckless Frozen
Influencing the Traveler
• Organizational
– Location & Conveyance Risk
Assessments
– Company Policies
– Tracking and Communication
• Individual
– Traveler Inherent Risk
– Pre-trip Information and briefings
– Situational Awareness
• Critical Incident
– Inconvenience vs. Emergency
– Good, Better, Best Options
– Clear and Present Expectations
• Informational Debrief
– Capture Intelligence
– Continuous Improvement
– Engages Travelers in Solution
6/28/2017
4
Duty of Care
ORGANIZATIONAL
Risk Assessment
• Location
– Country, City, or point
• Ground Transportation
– Provider, mode, and route
• Lodging
– International Brands, Local Chain, etc.
6/28/2017
5
Policies and Processes
• Travel Expense Policy
• Foreign Travel Policy
• Traveler Code of Conduct
Travel Tracking and Communication
• Travel Booking Visibility
• Communication Protocols
– 24/7 Hotline, Check-in, Panic
• Technology
– Apps, GPS, Satellite
6/28/2017
6
INDIVIDUAL TRAVELER
Duty to Inform
Traveler Inherent Risk
• Traveler Risk Assessment
– Experience
– Accommodations
– Duration
– Cadre
6/28/2017
7
Pre-Trip Briefing
• Inform & Educate
• Collect Data
• Identify Risks and
Countermeasures
• Emergency Action Plans
6/28/2017
8
Situational & Behavioral Awareness
• Biographical Information
• Attire, Actions & Habits
• Religious Considerations
• Lifestyle Considerations
Attitudinal Risks
• Complacency
• Not anticipating potential
disruptions
• Abdicating their safety
to someone else
6/28/2017
9
Duty to Act
CRITICAL INCIDENT
6/28/2017
10
Good, Better, Best Options
• Ground Transportation
• Health Care
• Customs, language,
and legal
• Protecting Company
Information
Clear Expectations
• Make Contact ASAP
• Natural Disaster
• Terrorism
• Medical Emergency
• US Department of State
6/28/2017
11
Continuous Improvement
INFORMATIONAL DEBRIEF
Debrief the Traveler
• Capture intelligence &
context for the location
• Improve your program
• Create advocates in the
Organization
6/28/2017
12
Influencing the Traveler
• A layered approach:
– Organizational policies and processes
– Traveler education and personal responsibility
– Critical incident expectations with good, better, best decision making
• Influencing travelers through simple behavioral modifications
• Practical risk assessments, pre-trip education and debriefing

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Foreign and domestic travel: The Traveler's Role in Duty of Care

  • 1. 6/28/2017 1 Foreign & Domestic Travel: The Traveler’s Role in Duty of Care Scott Mcbride, VP, Global LP, Safety and Security, American Eagle Outfitters, Inc. and Walter Palmer President, PCG Solutions, Inc. Foreign & Domestic Travel: The Traveler’s Role in Duty of Care
  • 2. 6/28/2017 2 Objectives • Develop a travel risk mitigation program, including pre- trip assessment of itineraries and traveler education. • Influence traveler’s decision making through simple behavioral modifications. • Put in place practical steps to accomplish business goals and mitigate risk. Presentation Considerations • US based companies • Assumption: American employees traveling abroad – Consider foreign employees traveling in US – Consider employed nationals in other countries • Doing more with less • Two Perspectives – Corporate sponsored travel with duty or care – Traveling without Corporate support
  • 3. 6/28/2017 3 Travel Risk Spectrum Reckless Frozen Influencing the Traveler • Organizational – Location & Conveyance Risk Assessments – Company Policies – Tracking and Communication • Individual – Traveler Inherent Risk – Pre-trip Information and briefings – Situational Awareness • Critical Incident – Inconvenience vs. Emergency – Good, Better, Best Options – Clear and Present Expectations • Informational Debrief – Capture Intelligence – Continuous Improvement – Engages Travelers in Solution
  • 4. 6/28/2017 4 Duty of Care ORGANIZATIONAL Risk Assessment • Location – Country, City, or point • Ground Transportation – Provider, mode, and route • Lodging – International Brands, Local Chain, etc.
  • 5. 6/28/2017 5 Policies and Processes • Travel Expense Policy • Foreign Travel Policy • Traveler Code of Conduct Travel Tracking and Communication • Travel Booking Visibility • Communication Protocols – 24/7 Hotline, Check-in, Panic • Technology – Apps, GPS, Satellite
  • 6. 6/28/2017 6 INDIVIDUAL TRAVELER Duty to Inform Traveler Inherent Risk • Traveler Risk Assessment – Experience – Accommodations – Duration – Cadre
  • 7. 6/28/2017 7 Pre-Trip Briefing • Inform & Educate • Collect Data • Identify Risks and Countermeasures • Emergency Action Plans
  • 8. 6/28/2017 8 Situational & Behavioral Awareness • Biographical Information • Attire, Actions & Habits • Religious Considerations • Lifestyle Considerations Attitudinal Risks • Complacency • Not anticipating potential disruptions • Abdicating their safety to someone else
  • 10. 6/28/2017 10 Good, Better, Best Options • Ground Transportation • Health Care • Customs, language, and legal • Protecting Company Information Clear Expectations • Make Contact ASAP • Natural Disaster • Terrorism • Medical Emergency • US Department of State
  • 11. 6/28/2017 11 Continuous Improvement INFORMATIONAL DEBRIEF Debrief the Traveler • Capture intelligence & context for the location • Improve your program • Create advocates in the Organization
  • 12. 6/28/2017 12 Influencing the Traveler • A layered approach: – Organizational policies and processes – Traveler education and personal responsibility – Critical incident expectations with good, better, best decision making • Influencing travelers through simple behavioral modifications • Practical risk assessments, pre-trip education and debriefing