Tour and Travel Management  ·  Level 6
Tour And Travel Packages Development
Chapter 3: develop a tour and travel itinerary
📚 7 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • determine holistic tour criteria by following workplace procedures.
  • select destinations based on traveler preference indexes.
  • research and curate audience-centric engagements following workplace procedures.
  • arrange customer travel plans correctly according to tour requirements.
  • provide recommendations for tour support services that meet tour requirements.
  • create a detailed itinerary following workplace procedures.
  • ask for customer feedback in line with tour requirements.

These skills will help you design memorable and well-organized tours that satisfy travelers and keep your business thriving.

Tour and travel itinerary development is a critical pillar in the design of competitive and appealing travel packages. In Kenya’s dynamic tourism sector, where diversity of attractions and traveler preferences is vast, crafting itineraries that meet holistic criteria ensures customer satisfaction and business sustainability. This chapter focuses on establishing robust tour criteria and selecting destinations that align with market demands and operational feasibility, essential skills for tour and travel professionals seeking to excel in package development.

3.1 Holistic Tour Criteria Determination

In Kenya’s competitive tourism market, defining clear and comprehensive criteria for tour packages helps travel professionals design itineraries that balance customer expectations, operational viability, and destination sustainability. Holistic criteria encompass aspects ranging from customer preferences to logistical considerations, ensuring that the tour is attractive, feasible, and profitable.

3.1.1 Features of Good Criteria

Good tour criteria serve as benchmarks for developing itineraries that resonate with target markets and support operational success. These criteria must be:

Clarity and Specificity

Criteria should be clear and specific to avoid ambiguity during itinerary planning. For example, specifying “cultural experience” should detail whether it involves community visits, traditional performances, or craft markets, as seen in tours around the Maasai Mara.

Relevance to Target Market

Criteria must reflect the preferences and needs of the intended clientele. A safari-focused tour targeting international wildlife tourists will prioritize game viewing schedules and accommodation standards differently than an eco-tourism package for local visitors.

Feasibility and Practicality

Good criteria consider the operational realities such as transport availability, accommodation capacity, and seasonal accessibility. For instance, including Lake Turkana during the rainy season may be impractical due to road conditions.

Sustainability and Ethical Considerations

Criteria should incorporate environmental and cultural sustainability, ensuring the tour does not harm local ecosystems or communities. Responsible tourism practices, such as supporting community-based tourism enterprises in Samburu, are increasingly demanded by clients.

Measurability and Evaluability

Criteria must enable measurable assessment of tour success, such as customer satisfaction ratings or on-time performance, facilitating continuous improvement.

3.1.2 Procedures for Creating a Good Tour Criterion

Developing effective tour criteria requires a systematic approach that integrates market analysis, stakeholder input, and operational insight. The following steps guide this process:

  1. Market Research and Customer Profiling
    Begin by analyzing target market demographics, preferences, and travel motivations through surveys, focus groups, and secondary data from tourism boards like KTB.

  2. Stakeholder Consultation
    Engage suppliers, community leaders, and transport operators to understand capabilities and constraints, ensuring criteria are grounded in operational realities.

  3. Define Core Objectives
    Establish what the tour aims to achieve, such as cultural immersion, adventure, or relaxation, which guides the selection of criteria aligned to these goals.

  4. Draft Initial Criteria
    Formulate criteria covering key aspects: destination appeal, accessibility, accommodation quality, safety, pricing, and environmental impact.

  5. Pilot Testing and Feedback Collection
    Test the criteria by developing sample itineraries and gathering feedback from clients and field staff to identify gaps or impractical elements.

  6. Refinement and Documentation
    Incorporate feedback to refine criteria and document them clearly for consistent application in future tour planning.

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🔒3.2 Destination's Selection

Selecting the right destination is foundational to creating compelling travel packages that meet client expectations and operational requirements. In the Kenyan context, with its diverse attractions from coastal beaches to wildlife reserves, destination select…

🔒3.3 Audience Centric Engagements

Engaging the right audience is fundamental in tour and travel package development in Kenya, where diverse traveler profiles require tailored communication and interaction strategies. Audience centric engagements focus on understanding the needs, preferences, a…

🔒3.4 Customer Travel Arrangements

In the Kenyan tour and travel industry, arranging travel for customers is a complex task that requires attention to detail, responsiveness, and flexibility. Successful travel arrangements ensure seamless experiences from booking to return, influencing customer…

🔒3.5 Tour Support Services

In the Kenyan tour and travel industry, tour support services are essential elements that enhance the overall travel experience by providing necessary assistance, ensuring safety, and facilitating smooth operations throughout a tour. These services are crucial…

🔒3.6 Detailed Itinerary Creation

A detailed itinerary is a comprehensive plan that outlines every aspect of a tour package, from departure to return. In Kenya’s dynamic tourism market, creating a detailed itinerary is fundamental for tour and travel professionals to communicate clearly with c…

🔒3.7 Customer feedback

Customer feedback is an essential component of tour and travel package development, providing critical insights into client satisfaction and service quality. In Kenya's competitive tourism sector, gathering and analyzing feedback enables travel companies and t…

Chapter Summary

This chapter explored the development of a tour and travel itinerary by first establishing holistic tour criteria that ensure the tour meets clear and practical standards. It examined the essential features of good criteria and outlined procedures for creating effective guidelines. The process of selecting appropriate destinations was then discussed, highlighting the characteristics of suitable locations and the steps involved in making a well-informed choice. Audience-centric engagement was emphasized, focusing on identifying the target audience's needs and designing interactions that resonate with them. Various ways of engaging customers in their travel arrangements were also covered to enhance satisfaction. The chapter further detailed the importance of tour support services by categorizing different types essential for a smooth travel experience. It then described the creation of detailed itineraries, explaining the types available and the systematic process for developing them. Finally, the chapter addressed the collection of customer feedback, presenting methods to gather valuable insights for continuous improvement.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What are three essential features of good tour criteria? (3 marks)
  2. Describe the main steps involved in the procedure for creating a good tour criterion. (4 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Identify four features of good tour criteria that a travel agency in Nairobi should consider when developing a safari package. (4 marks)
  2. Outline four key steps involved in the procedure for creating a good tour criterion. (4 marks)
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Chapter Practical Activities

Practical 1: Develop a Comprehensive Tour Criteria Document for a 7-Day Coastal Safari Package

Tour and Travel Management · Level 6
Tour And Travel Packages Development
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Develop a comprehensive set of holistic tour criteria for a 7-day coastal safari package including at least five key criteria with justifications, presented on foolscap sheets sized 297mm x 420mm.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Permanent mark pens (Blue, Red, Green)Manilla papers
PenFoolscaps
RulerTour brochures and sample itineraries
Telephone
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Manilla papers2 Pcs per Candidate
2Permanent mark pens (Blue, Red, Green)3 Pcs per Candidate
3Foolscaps2 Pcs per Candidate
4Pen3 Pcs per Candidate
5Ruler1 Pc per Candidate
6Telephone1 Pc per Candidate
7Tour brochures and sample itineraries1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Holistic Tour Criteria Development
Candidate wears appropriate PPE and maintains a neat working environment
(Award 2 marks for correct PPE use and clean workspace, else 0)
2
Candidate reviews provided brochures and itineraries to understand tour context
(Award 3 marks for thorough review and note-taking)
3
Candidate identifies at least five relevant holistic tour criteria based on tour parameters
(Award 1 mark per valid criterion up to 7)
7
Candidate justifies each criterion with clear, logical reasons related to customer satisfaction, feasibility, and safety
(Award 2 marks per justification up to 10)
10
Candidate organizes criteria clearly on foolscap sheets using appropriate headings and color coding
(Award 3 marks for clear, legible, and organized presentation)
3
Candidate uses telephone effectively to clarify any unclear parameters or confirm assumptions
(Award 2 marks for appropriate use of telephone communication)
2
Sub-Total27
PRODUCT CHECKLIST
Criteria document includes at least five holistic tour criteria relevant to a 7-day coastal safari
(Award 1 mark per correctly identified criterion)
5
Each criterion is accompanied by a well-explained justification demonstrating understanding of good tour criteria features
(Award up to 2 marks per justification for clarity and relevance)
10
Presentation is neat, criteria are clearly labeled and color-coded as per instructions, and document size matches foolscap dimensions (297mm x 420mm)
(Award 3 marks for neatness, clarity, and correct document size)
3
Sub-Total18
GRAND TOTAL45
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Select Suitable Destinations for a 7-Day Coastal Safari Tour

Tour and Travel Management · Level 6
Tour And Travel Packages Development
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Select and justify three suitable Kenyan coastal and safari destinations for a 7-day itinerary covering 1500km total travel distance.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
TelephoneTourism brochures of Kenyan coastal and safari destinations
RulerClient profile brief
ScissorsManilla paper
Permanent marker pensFoolscaps
Ballpoint pens
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Assessment room with chair and table1 set per Candidate
2Manilla paper2 pieces per Candidate
3Permanent marker pens (blue, red, green)3 pieces per Candidate
4Scissors1 piece per 2 Candidates
5Foolscaps2 pieces per Candidate
6Ballpoint pens3 pieces per Candidate
7Ruler (30 cm)1 piece per Candidate
8Telephone1 piece per Candidate
9Tourism brochures of Kenyan coastal and safari destinations1 set per Candidate
10Client profile brief1 copy per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Destination Selection Process
Uses client profile to identify key preferences and needs
(Award 1 mark for each accurate client need identified, max 3)
3
Reviews brochures to shortlist potential destinations
(Award 1 mark per logical shortlist destination, max 3)
3
Evaluates destinations based on accessibility, attractions, and safety
(Award 1 mark for each evaluation criterion applied, max 4)
4
Considers travel distances and logistics for 7-day itinerary
(Award 3 marks if travel distance calculation and logistics are accurate, else 0)
3
Documents rationale for selecting each destination clearly
(Award 1 mark per clear, relevant justification, max 3)
3
Adheres to time management and organizes work systematically
(Award 2 marks for effective time and task management, else 0)
2
Demonstrates professional communication when using telephone for enquiries
(Award 2 marks for polite, clear communication, else 0)
2
Sub-Total20
PRODUCT CHECKLIST
Three destinations selected meet client needs and criteria
(Award 5 marks if all three destinations are appropriate and justified, else proportional marks)
5
Total travel distance calculated approximately 1500 km with logical route
(Award 3 marks for calculation within ±10% of 1500 km, else 0)
3
Documentation is clear, well-organized, and free of spelling errors
(Award 2 marks for neat, clear documentation, else 0)
2
Sub-Total10
GRAND TOTAL30
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Design an audience centric engagement plan for a tour packagePractical 3
🔒Arrange customer travel logistics for a 5-day Nairobi-Mombasa tourPractical 4
🔒Identify and Categorize Tour Support Services for a Coastal Kenya Safari Tour Package 1200km x 7 DaysPractical 5
🔒Develop a Detailed 7-Day Tour Itinerary for Coastal KenyaPractical 6
🔒Collect and analyze customer feedback for a 5-day Nairobi city tour packagePractical 7
🔒Develop a Destination Evaluation Checklist for Tour PackagesPractical 8
🔒Design Audience Profile for Tour MarketingPractical 9
🔒Plan customer engagement activities for a 5-day cultural tour itineraryPractical 10
🔒Map Tour Support Service Logistics for a 7-Day Coastal Kenya TourPractical 11
🔒Prepare Multi-Category Tour and Travel ItinerariesPractical 12
🔒Establish Procedures for Tour Criteria CreationPractical 13
🔒Design Customer Feedback Collection Tools for Tour PackagesPractical 14
🔒Integrate audience and destination selection for a 7-day Kenyan safari itineraryPractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • determine holistic tour criteria by following workplace procedures.
  • select destinations based on traveler preference indexes.
  • research and curate audience-centric engagements following workplace procedures.
  • arrange customer travel plans correctly according to tour requirements.
  • provide recommendations for tour support services that meet tour requirements.
  • create a detailed itinerary following workplace procedures.
  • ask for customer feedback in line with tour requirements.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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