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The RTW traveler: a breed of road veteran surpassed in experience perhaps only by the steely-eyed, scarf-wearing newspaper foreign correspondent.

The idea of round-the-world travel has been gaining traction in recent years, with more and more people, from a widening variety of age ranges and backgrounds, deciding it’s not only possible to add a big trip to their life-plan but to do it with an economy that doesn’t force them to struggle for survival when the trip comes to a close.

I’m going give you a few tips (seven to be exact) to help you better arrange your planning, to you show you how to kickstart your RTW trip with an ease you may not have recognized.

To more easily break it down, I’ll put the process into chronological steps you can tick off one by one.

Step 1: Finalize where you’re going.

This process of deciding where to go may have started when you first discovered there was a world out there to travel to, when you first saw images of places like the Great Pyramids and Machu Picchu, when words like Burma, Bali and Buenos Aires only just began to capture your imagination.

The final decisions about destinations should take place about six to eight months before you want to leave. This way you’ll still have a couple months before you lock down your route by buying plane tickets. 

If you need to, hang a world map on your wall, put some pins or stickers on it, and reinforce the idea that you’ll actually be in these places soon. Adjust them if your itinerary strategy or motivation changes. If anything, this process will serve to coalesce your vision, not to mention sharpen you geography skills – which is great since you’ll be needing them later on.

Step 2: Create your budget (and stick to it).

The financial aspect of round-the-world travel planning may be the most challenging and least fun part but someone’s going to have to pay for the trip, and if it’s you, set a budget. It could be the one thing that keeps you on the road when others are running out of money.

There are ways to determine how much things are going to cost; the Internet is rife with information about the costs associated with round-the-world travel, so use the resource to formally assign some costs to your budget plan.

Make yourself comfortable and physically write down your numbers based on your personal traveling style. Use a spreadsheet if necessary, some expensive budgeting software, an abacus, whatever works best for you because you’ll want to be able get a complete overview as you work your way through the process.

Here are some categories to get you started:

• Plane tickets – see step 4.
• Accommodations – you’ll need a place to stay every night, but this doesn’t have to be expensive. If this is a concern, extend your stay in countries where the cost of living is cheaper, and lower your room standards in countries that are more expensive. Look to homestays, couchsurfing, long-term rentals to keep costs down.
• Food – if you’re a self-proclaimed epicurean, budget for lots of restaurants, otherwise set you food budget lower by vowing to eat cheaply.
• Entertainment – i.e. tours, shows, activities. Things like white water rafting, ziplinging, Zorbing come up via circumstance and you might not want to miss out. Keep money in this category so you can actually thrill yourself once in a while, perhaps with a jetboat ride around the fjords of New Zealand.
• Transportation – trains, cars, taxis, ferries, tuk-tuks, bike rickshaws. This is absolutely essential to have in the budget; you’re going to be covering a lot of ground outside the plane, make sure you have money to get places.
• Purchases – things like souvenirs, specialty items. Keep this small since you’ll quickly grow weary of carrying things around or else shipping them home.
• Minor incidentals – give yourself a big buffer on this because things come up, many things and you don’t know quite how things will be on the road. You can adjust it a few weeks after your trip starts to see how you’re doing resisting overspending.

Here’s a read on ways to avoid what I call the Great Traveling Money Bleed. It has a number of unexpected items to keep in mind when planning the incidental budget category.

Step 3: Plan what you’ll be doing when abroad.

Even at this point you should have a pretty good idea about how you’ll be spending your time while you’re on the road. This helps dramatically when alloting how much time to spend in each place. Take it from me, a place can get pretty dull when idly passing each day by.

Will you be:

• Sightseeing
• Volunteering
• Relaxing
• Working
• Taking part in adventure activities

Each of these requires different time commitments. You’ll also need to know how long for reasons such as visa stays, setting dates for departing flights, aligning dates for planned events down the road.

Revisit your budget to include these details.

Step 4: Pick up your tickets.

There are a variety of places to purchase round-the-world plane tickets. I won’t go into them here suffice it to say some are better than others. But certainly don’t stop at the first place you see. Also know that the airlines are not the only game in town. As a matter of fact, my recommendation is unless you’re using airline miles, look elsewhere. The Alliances’ websites may be slick and easy on the eyes but it doesn’t mean you’re doing yourself a favor by using them to buy your tickets. There are numerous rules, restrictions and pigeonholes that aren’t immediately clear but that force into traveling a certain way, and quite unnecessarily. Perhaps get a price from the airlines to set the bar and buy the trip elsewhere.

It’s actually possible to have the ticket purchasing process be fun, not riddled with frustrations, headaches and uncertainties. Choose your patronage based on the following:

• Value
• Service
• Pleasure of experience
• Gut instinct

Do-it-yourselfers, remember: a couple hundred dollars more spent to have someone else book your tickets may be the difference between unsolveable logistical road snafu and an effortless journey around the world. The choice is up to you.

The best time to buy plane tickets is 4 – 6 months before your departure.

Step 5: Organize your life.

You’re taking the trip, you’ve already decided that. In order to keep everything on track, you’ll need to make sure the time leading up to your departure is spent making smooth transition into your traveling life. I’ll call this your “exit strategy”.

Think of this strategy as a straight line to your departure day, and then think of a puppy trying to walk that line. Every time the puppy strays off the line (due to sparkly objects, the smell of cooking steak, someone trying to make him do tricks) pick him up and put him back on. Always remember, at the end of the line is you getting on the plane!

Your exit strategy will function best if you write down a timeline of when you need to do things to get done by the time you leave. A written timeline will make it 100% easier to remember what you’ve forgotten. If you need help putting a timeline together, there are options online.

Some major parts:

• Set up your job sabbatical
• Deal with your pets, house and car.
• Get passports/visas
• Buy plane tickets

Step 6: Book a couple nights of accommodation in the first few cities you’ll be traveling too.

Give yourself smooth arrivals in foreign cities by knowing where you’ll be going when you get off the plane. Book a couple nights accommodations before you leave for the first few cities (you can always extend the stay if the location and price were right) then book accommodations further along as you get better at predicting your needs. It’s probably not a good idea to book stays more than a month or two ahead since things may change dramatically on your itinerary and canceling or changing reservations is often trickier than booking them.

Step 7: Get ready to leave.

This may arguably be the most angst-ridden time you’ve ever known. There are a million things left to do, and that’s okay. You can’t change that. What you can change is your approach to them. If you’ve been using a planning timeline, you should be perfectly set up to slide right into traveling. You’ll have purchased all the items you need to buy, you’ll have set up your vitals for your absence, you’ll have kissed the dog goodbye.

Organization is key, make it a habit and it will help you dramatically once you’re on the road.

That should do it.

Seven steps to get you juiced to start achieving your travel dreams!