Choosing the right Expat Support for every Budget - by Doris Füllgrabe

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Explaining advantages and challenges of various expatriation support services, incl general cost figures. Prepared for Families in Global Transition conference 2011 by www.buildingthelifeyouwant.com

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Choosing the right Expat Support for every Budget - by Doris Füllgrabe

  1. 1. Choosing the Right Expat Support Services for Every Budget Doris Füllgrabe Building the Life You Want
  2. 2. My Journey •  •  •  •  •  •  •  Germany Scotland England Spain Canary Islands Mexico USA www.buildingthelifeyouwant.com ©2011
  3. 3. Agenda •  •  •  •  •  •  •  What is Expat Support? Why is it necessary? What are the challenges? How much does it cost? How can I choose what’s right for me? Improving ROI Future Trends www.buildingthelifeyouwant.com ©2011
  4. 4. What is Expat Support? Have to have’s: •  Salary •  Benefits/Pension •  Payroll •  Taxes •  Immigration •  Relocation/HHG •  Host housing •  Gap coverage •  HR/outsourcing Nice to have’s: •  Look-see trip •  Trips home •  Readiness Assessment •  Language training •  Cross-Cultural Training •  Destination Services •  Expat Coaching •  Repatriation Training www.buildingthelifeyouwant.com ©2011
  5. 5. Why is Expat Support necessary? •  Expedite skilled talent adjustment –  Corporate policy –  Close skills gaps •  Reduce risk of assignment failure –  Sensitize to different cultures –  Protect and insure investment •  Address family concerns –  Prepare international mindset –  Manage expectations www.buildingthelifeyouwant.com ©2011
  6. 6. What are the challenges? For HR –  Constant change in compliance laws –  Inconsistent policy For the expat –  Family concerns / timing –  Housing market For the provider –  Perception –  Educating the client www.buildingthelifeyouwant.com ©2011
  7. 7. To measure or not to measure ROI Sources: Cartus Global Mobility and Practices Survey, 2010 2011 Global Relocation Trends Survey report – Brookfield GRS www.buildingthelifeyouwant.com ©2011
  8. 8. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Repatriation Training 500-3,500 per couple/ day (1 day) • Reintegration strategies • Resume/CV updates • Applying new skills at home Prior to or during first 3 months of repatriation • Manages expectations • Skill-building • Safe spot for reflection on int’l relocation impact • Repatriation impact is underestimated • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option www.buildingthelifeyouwant.com ©2011
  9. 9. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Repatriation Training 500-3,500 per couple/ day (1 day) • Reintegration strategies • Resume/CV updates • Applying new skills at home Prior to or during first 3 months of repatriation • Manages expectations • Skill-building • Safe spot for reflection on int’l relocation impact • Repatriation impact is underestimated • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option www.buildingthelifeyouwant.com ©2011
  10. 10. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Repatriation Training 500-3,500 per couple/ day (1 day) • Reintegration strategies • Resume/CV updates • Applying new skills at home Prior to or during first 3 months of repatriation • Manages expectations • Skill-building • Safe spot for reflection on int’l relocation impact • Repatriation impact is underestimated • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option www.buildingthelifeyouwant.com ©2011
  11. 11. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option www.buildingthelifeyouwant.com ©2011
  12. 12. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option www.buildingthelifeyouwant.com ©2011
  13. 13. Support Services Overview Cost in US$ Content Timing Benefits Challenges Solution Readiness Assessment 800-2,500 per couple/ day (1day) • Change tolerance • Job clarity • DiSC/MBTI Prior to selection process • Reality check • Risk assessment • Identifies skills gaps • If candidates are identified, not truly selected • Involve Talent Management and strategic planning Language Training 50-80/hour (20-120 hrs) • Tutor and virtual classes Prior and/or during relocation • Enables vital communication skills • Timing • Learning style • Motivation • Cater to the individual CrossCultural Training 500-3,500 per couple/ day (1-2 days) • Cultural frameworks • Country-specific info Prior to or during first 3 months of relocation • Manages expectations • Highlights cultural differences • Skill-building • Safe spot to voice concerns • Timing • Motivation • Perception • Cost • Educate decision-makers about benefits • Make training mandatory Destination Services 600-850 per couple/ day (half-3 day) • Housing • City tour • Paperwork • Schools • Daily living Upon arrival at destination • Practical support • Vague scope of service • Define boundaries Expat Coaching 100-450 per hour (various packages) • Executive and spouse coaching On demand • Emotional and practical support • Relocation impact is underestimated • Misconception as therapy • Sponsor • Educate about benefits • Offer the option Repatriation Training 500-3,500 per couple/ day (1 day) • Reintegration strategies • Resume/CV updates • Applying new skills at home Prior to or during first 3 months of repatriation • Manages expectations • Skill-building • Safe spot for reflection on int’l relocation impact • Repatriation impact is underestimated • Educate decision-makers about benefits • Make training mandatory www.buildingthelifeyouwant.com ©2011
  14. 14. Making training available Source: 2011 Global Relocation Trends Survey report – Brookfield Global Relocation Services (www.brookfieldgrs.com) www.buildingthelifeyouwant.com ©2011
  15. 15. Client Feedback Sources: Prudential 2009 Year in Review Factsheet 2011 Global Relocation Trends Survey report – Brookfield GRS www.buildingthelifeyouwant.com ©2011
  16. 16. How can I choose the right one for me? •  Consider the assignment –  Short-term option? Localization? •  Consider the candidate –  Status? Experience? •  Large vendor vs boutique vs individual –  What’s the scope? •  How many expats? •  How many locations? –  What are the needs re: flexibility vs scalability –  Expert niche experience vs global presence www.buildingthelifeyouwant.com ©2011
  17. 17. Future Trends •  •  •  •  More diverse workforce Continued focus on cost and ROI More Candidate Assessment measures Focus on Talent Management and Strategic Repatriation www.buildingthelifeyouwant.com ©2011
  18. 18. Improving ROI Source: 2011 Global Relocation Trends Survey report – Brookfield Global Relocation Services (www.brookfieldgrs.com) www.buildingthelifeyouwant.com ©2011
  19. 19. Make sure to send the right people Sources: Cartus Global Mobility and Practices Survey, 2010 Air Inc 2010 Global Mobility Outlook Questionnaire www.buildingthelifeyouwant.com ©2011
  20. 20. Cost Savings •  Greater focus on individual package •  More short-term & developmental assignments •  Reduce costs of overall plan Source: Air Inc 2010 Global Mobility Outlook Questionnaire www.buildingthelifeyouwant.com ©2011
  21. 21. Talent Mgt and Strategic Repat Planning “(…) talent management ranked #1 in program aspects that companies are interested in improving.” Cartus Global Mobility and Practices Survey, 2010 Air Inc 2010 Global Mobility Outlook Questionnaire “20% of respondents cited an increase in expatriate attrition, compared to 10% in the 2009 report, and more expatriates have been leaving companies during the first year after repatriation – 38% in this report compared to (…)a historical average of 22%.” Brookfield Global Relocation Survey 2010 www.buildingthelifeyouwant.com ©2011
  22. 22. Future Trends Source: Economist Intelligence Unit – Global Firms in 2020 www.buildingthelifeyouwant.com ©2011
  23. 23. Summary 1. “Soft” Expat Support Services = <5 % of budget. 2. 8 % of companies measure ROI. 3. Nearly 100 % of participants value support on location. Candidate Assessment Cross-Cultural Training Expat Coaching Repatriation Training www.buildingthelifeyouwant.com ©2011
  24. 24. Resources in alphabetical order •  2010 Air Inc Mobility Outlook Questionnaire •  Brookfield Global Relocation Trends 2010 & advance 2011 figures •  Cartus Global Policy 2010 Report •  Economist Intelligence Unit – Global Firms in 2020 •  Prudential 2009 Year in Review factsheet •  http://www.ted.com/talks/david_mccandless_ the_beauty_of_data_visualization.html & http://thejit.org www.buildingthelifeyouwant.com ©2011
  25. 25. doris@buildingthelifeyouwant.com www.linkedin.com/in/dorisfullgrabe www.twitter.com/dorisfullgrabe www.facebook.com/buildingthelifeyouwant www.pinterest.com/dorisfullgrabe +1-972-757-5591 www.buildingthelifeyouwant.com ©2011

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