Writing T&E policy is easy. Getting people to follow it is another story

A quick guide to crafting effective Travel & Expense policy.

The trick to functional, effective policy isn’t about getting people to read it, it’s about getting people to do it. Just because you cram in all the rules, regulations, and restrictions the senior exec team wants, it doesn’t guarantee anyone will follow them. Or understand them.  

Or even read them.  

There’s a new SAP Concur eBook out, however, that has an abundance of good words in it – words that outline precisely how to write the right T&E policy. I’m talking about a proven policy that your travelling teams will actually consume and comprehend. And if you’re wondering if you need this kind of policy because you already have one that’s, you know, pretty good, ask yourself:  

• Are your current policies flexible enough to meet ever-changing governmental requirements and fast-moving health restrictions? 
• Do they adequately address traveller safety and wellness?  
• How about sustainability – is that even in your current plan (because it’s certainly on your travellers’ minds)?  

Answer those questions honestly because it impacts the health of your business and your travellers.  

The eBook will walk you through the fundamentals of writing an effective T&E policy, then dive quite deeply into the details – offering resources ready to help you and tips and tricks you maybe haven’t heard of before. Like how to get your C-suite on board, how to establish accountability, and how to easily audit and report back to the company that your policies are actually working. There’s even a suggestion or two to help reduce the friction points between your policies, your travellers, and the experience they have when they’re out on the road.  

Sure, there’s a sales pitch in the eBook for automated, integrated T&E software (a specialty of SAP Concur, as you know). But regardless of whether you’re looking for that level of solution, you will gain a wealth of insight into crafting a simpler, more successful T&E policy.  

It’s also a good read. A lot like this blog.