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The Expat Checklist


Description: The Expat Checklist is a practical and simple guide to items that should be considered in an expatriate agreement, including hints on developing a successful expatriate agreement.

"Kudos to the Expat Checklist! This checklist was really the only thing I found on the web that discussed all the upfront issues and gotcha's to watch out for in negotiating my expat contract. This definitely helped me to think of a few things I would've forgotten until it was too late. It was very helpful!" - Expatriate in Geneva

The Expat Checklist is based upon the experience of the author - a sales and marketing executive with an International MBA. It includes input from other expatriates, and most importantly benefits from the mistakes the author and other's made during various expatriate agreement negotiations. The author's own expatriate experience was ultimately successful, despite an acquisition by a competitor and resulting lay-offs during the assignment. His expatriate agreement was the key to that successful experience.

As in any decision, there is a risk and reward. The goal in every business agreement is to ensure that the risk is managed in order to maximize the potential reward. In an expatriate agreement, that reward for the employee can be career-oriented, financial, or a cultural experience for the family.

The Expat Checklist is the tool the author wished he had when negotiating his own agreement. It is written for expatriates to help others enjoy successful expatriate experiences. The Expat Checklist will also benefit HR departments wanting to understand an expatriate assignment from an employee's perspective, and wanting a checklist in order to develop a successful expatriate experience for their employees.


Contents: The Expat Checklist includes:

- Seven Simple Points to Get Started
- Salary (includes: cost of living research, currency issues, etc.)
- Money Matters (includes: banking, credit and credit cards, taxes, etc.)
- Insurance (includes: medical, life, car, etc.)
- Retirement Planning
- Housing and Car
- Schooling (for children)
- Move Package hints
- Repatriation tips
- Planning for the Worst - A Merger or Lay-off




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