Plan-Set-Go (How to plan an Itinerary)

 I recently spent three weeks traveling in the Canadian Rockies on an awe-inspiring adventure.  The beauty and breathtaking landscapes stretch across an area in western Canada that offers so much opportunity it’s hard to know where to start and what to see.  

So let’s go back in time about six months ago and I’ll share how I planned an itinerary that resulted in (albeit too short) a perfect experience for me. 

The first step (after figuring out where I wanted to go!) was to Set My Travel Goals.  That meant answering  questions including the kind of experience I was looking for and what were my priorities?  

Part of the process in answering these questions was Step Two: Know My Destination.  That meant researching the area (e-guides; travel blogs; geography; health precautions; cultural sensitivity; drivability and public transportation; safety measures; weather and altitude considerations) in context of the type of experience I wanted to achieve.  

Additional itinerary planning tips include:

  • Budgeting- set a budget (and stick to it!) that covers accommodation, transportation, food, activities, souvenirs

  • Priorities- identify the top spots and activities not to be missed.  Arrange for tickets in advance, if needed, and/or small group tours

  • Time Allocation- be realistic about what can be accomplished in a period of time; allow for some downtime to soak it all in

  • Plan Flexibility- balance out planned activities with some random exploration time.  Some of my most cherished experiences come from impromptu adventures

  • Travel Logistics- figure out how to get around.  When arranging travel between destinations consider factors like travel time, costs, and convenience.  Don’t forget to account for any required visas or permits

  • Staying Organized- keep all your information together.  Travel apps and digital maps are awesome tools

While the components of trip planning are consistent, the process may differ depending on the destination.  As an example: my travel goals in New York City focused on culture and food.  My priorities included making dinner reservations at specific restaurants and enjoying specific music and theater performances.  These activities were “battened” down first.  This differed from my itinerary planning in Ecuador.  My travel goals were to visit a couple of towns and the Amazon.  Due to the limited infrastructure and the distance between locations, I booked the Amazon first and then planned the rest of my adventure after researching and incorporating the public bus transportation timetables between my desired locations.  I then filled in my itinerary around those timetables.

My Canadian Rockies Planning: When beginning this research, I determined that my travel goals were nature and adventure, priorities were to go to Banff, Lake Louise, and Banff and Jasper National Park; I didn’t want to drive; and group tours were not high on my list of travel styles. 

My Itinerary: I ended up with the best solution!  I was able to combine a unique group tour that provided only transportation and hotel (allowing for meals and activities to be personalized based on our own interests) with time before and after the tour for city exploration.  I used a digital trip planner to stay organized; booked the activities I wanted in advance on my own; and had time to wander and explore.  And although group tours were not a fave of mine, I thoroughly enjoyed the company on those long drives among the many Australians and Britain’s in the group!

With a solid plan, a little flexibility and a dash of adventure, you can create unforgettable memories.  But remember, planning isn’t for everyone.  A well-versed travel consultant can shape your detailed travel goals, budget, and priorities into hand-crafted tailor made adventures for you.


Amy Wasserman