This document discusses the traveler's role in an organization's duty of care program. It recommends developing a travel risk mitigation program including location risk assessments, travel policies, tracking travelers, and traveler education. The individual traveler should complete a risk assessment, attend a pre-trip briefing to identify risks and plans, and maintain situational awareness while traveling. In the event of an incident, travelers should follow clear expectations for contacting the organization and making safety-based decisions.

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

9. 6/28/2017
9
Duty to Act
CRITICAL INCIDENT

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