5 Easy Steps to Planning a Trip (Travel Planning for Beginners)

Need help with how to plan a trip? Follow these steps to make travel planning a breeze.

Planning a trip can seem overwhelming to beginners, but I promise you that it’s actually really simple. You only need to do a few things to plan a trip…and a great trip at that!

Keeping things simple will help you keep the nerves at bay and make your overall experience more smooth.

There’s no need to overthink things. You don’t need to follow a 11- or 18-step plan to learn how to plan a trip.

So if you want to easily plan a trip without any drama, just keep reading!

To get started planning your trip, grab your FREE printable travel planner here.

Couple planning a trip with a map and a notepad
Planning a trip can be easier than you think. Just keep things simple.

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#1. Choose your trip destination

First you need to decide on where you want to go…which can sometimes be a difficult task since there are thousands of travel destinations all over the world.

Keep in mind that there are certain destinations that will require a little (or a lot!) more research or pre-travel prep than other destinations (such as visa or vaccination requirements). They make for more complicated travel planning.

If you’re a beginner, I highly recommend that you keep your first destination simple.

Consider trying:

  • A domestic trip
  • A destination just a few hours’ drive from your home
  • A simple weekend getaway

When choosing a destination, cost is often going to be a major factor. You can choose your destination then set your travel budget or choose your destination based on a travel budget you’ve already set.

Either option is a viable choice.

We tend to start planning trips up to two years out and we’ll set our budget based on where we want to go and how much time we have to save up the money we think we’ll need.

For more help with building your travel budget, check out this post on creating a travel budget that works for you. It includes basic guidance for how much of your travel budget to allot for certain expenses such as transportation, accommodations, food, activities, etc.

Or sometimes we find we have some extra time and money and we’ll choose our trip destination and trip length based on the money we have available.

For help with choosing your travel destination, you can:

  • Brainstorm a list of places you’ve always wanted to visit. Invite your travel companion(s) to give their input.
  • Check out Pinterest for inspiration
  • Ask friends and family about their favorite trips
  • Do Google searches for ideas such as “Affordable beach vacations in the U.S.” or “best family vacation destinations in Europe.”

Once you’ve chosen your destination, you’re ready to get on with planning your trip.

mockup image of a free printable travel planner

#2. Decide how you want to get there

Once you’ve chosen your travel destination, you’ll need to make arrangements for getting there.

Now, sometimes there will be only one obvious transportation option for your destination. But sometimes there are non-obvious options such as taking a cruise to Hawaii instead of flying or traveling by bus or train.

If you live in the “lower 48” in the U.S., more often than not you’ll be flying or driving to your destination.

Fly

Google Flights

My go-to site when I start my trip planning is Google Flights.

Use the “Explore Destinations” tool to browse for great deals from your chosen departure airport. You’ll get the best results if your travel dates are flexible…though this can be said of any cheap flight tool. 

See my post on how to use Google Flights for more information.

Secret Flying

Another great resource for finding amazing deals on flights (including error fares) is Secret Flying. Secret Flying is totally free. I downloaded their app and get notifications on my phone when great deals come up.

Hopper

Another tool in my trip planning arsenal is the Hopper app. Hopper predicts prices to help you decide whether you should book now or wait for a better deal to come along. I like to use Hopper when my travel dates aren’t as flexible, but I have time to wait for prices to improve before I book.

For more details about all the options for pricing flights, see my full post on how to save money on flights.

woman sleeping in an airplane window seat

Drive

Road trip!

I love driving to our travel destinations whenever we can. No airport security. No worrying about missing connections, etc.

I also love that I can be a lot less fussy about my packing. If it fits in the car, it can go.

Not to further complicate things, but you might also want to fly to your first destination and then road trip from there to see a few cities. This does make travel planning more complicated, but if you opt to do that you’ll want to look into renting a car.

AutoSlash
Find a great deal on rental cars with AutoSlash. You can also use AutoSlash to track your rental, and they’ll notify you of price drops. 

Costco Travel
If you have a Costco membership, you can also find great deals on rental cars through Costco Travel. I always check both. More often than not I get a better deal through AutoSlash…but not always.

Employee or association discounts
Check with your employer or your alma mater’s alumni association to see if they offer any rental car discounts you can take advantage of.

For more help with your road trip, check out:

Romantic couple is standing near green retro car on the beach.

#3. Figure out where to stay

Now that you know where you’re going and how to get there, you can figure out where you’re going to stay once you’re there.

Unless you want to travel on a shoestring, you can bypass the typical “gap year” options like hostels and couchsurfing.

Your main options then will be to stay in a hotel (or resort, inn or bed & breakfast) or use a vacation rental through a platform like Vrbo or Airbnb.

Hotel

The choice of staying at a hotel, inn or resort will depend a lot on how you like to vacation and what you’re looking for as far as amenities.

Those who travel regularly might choose a major hotel brand to frequent so that they can earn points for their stays and loyalty status for access to more amenities and upgrades.

View of The Inn on Biltmore Estate in winter

Vacation rental

Using a vacation rental can often (but not always) save you money.

Keep in mind when looking at options on Vrbo or Airbnb that the added fees can be significant, meaning that at some destinations or for shorter stays a hotel might cost you less money per night.

On the other hand, your vacation rental will typically come with a full kitchen, allowing you to bypass eating meals out at restaurants if you wish, which can also mean significant savings in your travel budget.

Vacation rentals are also a great option if you’re traveling with a large group that would require multiple hotel rooms. Dividing the cost of a larger vacation rental home with several bedrooms will very often save money over booking multiple hotel rooms.

Other tips

There are websites (like booking.com) that allow you to look for a wide variety of accommodation options at the same time: hotels, inns, B&Bs, condo rentals, homestays, etc.); however, a downside with using a site such as booking.com is that choices can be overwhelming, making it difficult to make a decision.

My recommendation for new or anxious travelers who are having difficulty with choosing a place to stay is to:

  • Use a map to choose an area or two in your destination where you would like to stay
  • Set your budget
  • Find 3 or 4 accommodation options in a location you like and that are within your budget then stop searching there
  • Compare the amenities of those options and book

#4. Choose what you want to do

Now that you’ve settled on where you’re staying at your destination, you need to make some decisions about what you want to do on your trip.

What do you enjoy doing when you travel?

  • Popular tourist attractions
  • Theme parks
  • Guided behind-the-scenes tours
  • Walking tours
  • Museums
  • Arts performances
  • Outdoor activities
  • Historical sites
  • Natural sites
  • National parks
  • Scenic drives

There are so many options!

Large fountain at the gardens in Versailles

Depending on your destination this may require a fair amount of research and pre-booking tickets or tours. Or it could be as simple as just brainstorming a few ideas for things to do if you get bored.

Here are few tips for building out your itinerary:

  • Be honest with yourself about what your “must do” attractions and activities are. Prioritize those early in your itinerary then add in any lower priority items.
  • Don’t overbook your itinerary. Make sure to give yourself some breathing room between activities to account for travel delays, rescheduling for bad weather, etc.
  • For longer trips, give yourself half a day or full day with no pre-booked activities so you can get some extra rest, go back to a spot you enjoyed, or to accommodate any extra sites/activities you discover at your destination.

See my post on planning a travel itinerary to learn about the exact process I follow when I plan my trips.

#5. Build your packing list

With your itinerary built, it’s time to figure out what you want to take with you on your trip.

Your packing list will be a reflection of your destination, the season/weather, and your planned activities among other things.

Here’s more help to get you packed and out the door:

top view of a carry-on bag packed for a week

Other things to consider before you travel

While we just went through all the major steps you need to take to plan your trip, depending upon your destination and personal life situation there may be other things you may need to take care of before you leave town.

Visa, travel advisories

If you are traveling out of the country, it is imperative that you understand what the entry requirements (if any) are for your destination.

Don’t be like the honeymooning bride who didn’t know that her passport needed to be valid for three months beyond her planned date of departure from France at the end of her trip. It would have taken her literally two minutes to find that information and avoid the heartbreak of not being able to take her honeymoon. 

You’ll also want to be aware of any travel advisories or health requirements/recommendations. U.S. citizens traveling internationally should check the U.S. Department of State website for helpful information.

Travel insurance

When you travel, it’s a good idea to purchase travel insurance in case something goes wrong.

We use World Nomads whenever we travel internationally.

Miscellaneous considerations

Other things you may need to think about as you plan your trip could include:

  • Arranging care for pets
  • Arranging for your mail to be picked up or held
  • Making sure that you don’t miss any bill due dates while you travel

Final thoughts on planning a trip

Traveling for the first time or planning a trip yourself for the first time can seem scary, but it’s actually a pretty simple process.

Certainly there are some kinds of trips that are more complicated than others or destinations that require more advanced prep before you visit, but beginners and anxious travelers can still plan wonderful trips on their own.

Just remember that you only need a few things to have a great trip: a destination, a way to get there, someplace to stay and things to do.

More articles to help you plan a trip

mockup image of a free printable travel planner

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How to plan a trip. Planning a trip for beginners.

5 Easy Steps to Planning a Trip (Travel Planning for Beginners) 

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