© expat technology forum 2004 all rights reserved expatriate programme performance metrics EPPM Survey: an online instrument which delivers a clear insight.

© expat technology forum 2004 all rights reserved

expatriate programme performance metricsexpatriate programme performance metricsexpatriate programme performance metricsexpatriate programme performance metrics

EPPM Survey: an online instrument which delivers a EPPM Survey: an online instrument which delivers a

clear insight into the effectiveness of our global mobility clear insight into the effectiveness of our global mobility

programme and its supporting servicesprogramme and its supporting services

EPPM Survey: an online instrument which delivers a EPPM Survey: an online instrument which delivers a

clear insight into the effectiveness of our global mobility clear insight into the effectiveness of our global mobility

programme and its supporting servicesprogramme and its supporting services

© expat technology forum 2004 all rights reserved

BackgroundBackgroundBackgroundBackground

Our businesses rely on international mobilityOur businesses rely on international mobility

to deliver expertise where it is most neededto deliver expertise where it is most needed

to support and control our organisationsto support and control our organisations

to develop our management teamsto develop our management teams

ButBut

the costs are highthe costs are high

it means upheaval for key employees and their families it means upheaval for key employees and their families

We must ensure our programme is effective and efficientWe must ensure our programme is effective and efficient

EPPM Survey designed to examine effectivenessEPPM Survey designed to examine effectiveness

Our businesses rely on international mobilityOur businesses rely on international mobility

to deliver expertise where it is most neededto deliver expertise where it is most needed

to support and control our organisationsto support and control our organisations

to develop our management teamsto develop our management teams

ButBut

the costs are highthe costs are high

it means upheaval for key employees and their families it means upheaval for key employees and their families

We must ensure our programme is effective and efficientWe must ensure our programme is effective and efficient

EPPM Survey designed to examine effectivenessEPPM Survey designed to examine effectiveness

© expat technology forum 2004 all rights reserved

Survey objectivesSurvey objectivesSurvey objectivesSurvey objectives

To measure To measure

key activities which support mobilitykey activities which support mobility

the ‘holistic’ experience of mobility for our employeesthe ‘holistic’ experience of mobility for our employees

To provide ‘instant’ benchmarking To provide ‘instant’ benchmarking

internally (e.g. by sending or receiving region/country)internally (e.g. by sending or receiving region/country)

with peers (i.e. other multinational/global companies)with peers (i.e. other multinational/global companies)

over time to expose trendsover time to expose trends

With these metrics to empower management toWith these metrics to empower management to

track performance in both internal and external servicestrack performance in both internal and external services

drive improvementdrive improvement

improve the value of our mobility programmeimprove the value of our mobility programme

To measure To measure

key activities which support mobilitykey activities which support mobility

the ‘holistic’ experience of mobility for our employeesthe ‘holistic’ experience of mobility for our employees

To provide ‘instant’ benchmarking To provide ‘instant’ benchmarking

internally (e.g. by sending or receiving region/country)internally (e.g. by sending or receiving region/country)

with peers (i.e. other multinational/global companies)with peers (i.e. other multinational/global companies)

over time to expose trendsover time to expose trends

With these metrics to empower management toWith these metrics to empower management to

track performance in both internal and external servicestrack performance in both internal and external services

drive improvementdrive improvement

improve the value of our mobility programmeimprove the value of our mobility programme

© expat technology forum 2004 all rights reserved

Survey featuresSurvey features

QuestionnaireQuestionnaire

Survey featuresSurvey features

QuestionnaireQuestionnaire

© expat technology forum 2004 all rights reserved

© expat technology forum 2004 all rights reserved

© expat technology forum 2004 all rights reserved

© expat technology forum 2004 all rights reserved

Survey featuresSurvey features

Results analysisResults analysis

Survey featuresSurvey features

Results analysisResults analysis

© expat technology forum 2004 all rights reserved

© expat technology forum 2004 all rights reserved

© expat technology forum 2004 all rights reserved

Survey design strengthsSurvey design strengthsSurvey design strengthsSurvey design strengths

Content and methodology designed with ETF workgroup Content and methodology designed with ETF workgroup

Design has responded well in the completed surveys with Design has responded well in the completed surveys with good feedback (response rates between 55-75%)good feedback (response rates between 55-75%)

Simple web-based approach allows for global reachSimple web-based approach allows for global reach

Data design allows for complex analysis of the results Data design allows for complex analysis of the results without delaywithout delay

Comments encouraged on poor score questions help to Comments encouraged on poor score questions help to clarify issuesclarify issues

Instant external benchmarks help highlight areas of Instant external benchmarks help highlight areas of genuine weaknessgenuine weakness

Content and methodology designed with ETF workgroup Content and methodology designed with ETF workgroup

Design has responded well in the completed surveys with Design has responded well in the completed surveys with good feedback (response rates between 55-75%)good feedback (response rates between 55-75%)

Simple web-based approach allows for global reachSimple web-based approach allows for global reach

Data design allows for complex analysis of the results Data design allows for complex analysis of the results without delaywithout delay

Comments encouraged on poor score questions help to Comments encouraged on poor score questions help to clarify issuesclarify issues

Instant external benchmarks help highlight areas of Instant external benchmarks help highlight areas of genuine weaknessgenuine weakness

© expat technology forum 2004 all rights reserved

Overview of the survey processOverview of the survey processOverview of the survey processOverview of the survey process

Phase 1: Planning and customisation Phase 1: Planning and customisation Phase 1: Planning and customisation Phase 1: Planning and customisation

Phase 2: Preparation for launch Phase 2: Preparation for launch Phase 2: Preparation for launch Phase 2: Preparation for launch

Phase 3: Survey hosting Phase 3: Survey hosting Phase 3: Survey hosting Phase 3: Survey hosting

Phase 4: On-line review Phase 4: On-line review Phase 4: On-line review Phase 4: On-line review

Phase 5: Workshop Phase 5: Workshop [optional][optional]Phase 5: Workshop Phase 5: Workshop [optional][optional]

1 week

1 week

4-6 weeks

On-going

1 day

6-8 weeks

© expat technology forum 2004 all rights reserved

6-8 weeks

. . . overview of the survey process. . . overview of the survey process . . . overview of the survey process. . . overview of the survey process

Phase 1: Planning and customisation Phase 1: Planning and customisation Phase 1: Planning and customisation Phase 1: Planning and customisation

Agree timing and scope of surveyAgree timing and scope of survey

Customise questionnaire(s)Customise questionnaire(s)

Agree timing and scope of surveyAgree timing and scope of survey

Customise questionnaire(s)Customise questionnaire(s)

1 week

© expat technology forum 2004 all rights reserved

6-8 weeks

. . . overview of the survey process. . . overview of the survey process . . . overview of the survey process. . . overview of the survey process

Phase 2: Preparation for launchPhase 2: Preparation for launchPhase 2: Preparation for launchPhase 2: Preparation for launch

1 week

Prepare database of target respondentsPrepare database of target respondents

Draft and issue launch email to respondentsDraft and issue launch email to respondents

Prepare database of target respondentsPrepare database of target respondents

Draft and issue launch email to respondentsDraft and issue launch email to respondents

© expat technology forum 2004 all rights reserved

6-8 weeks

. . . overview of the survey process. . . overview of the survey process . . . overview of the survey process. . . overview of the survey process

Phase 3: Survey hostingPhase 3: Survey hostingPhase 3: Survey hostingPhase 3: Survey hosting

4-6 weeks

Survey open for online completionSurvey open for online completion

Deal with technical enquiries from respondentsDeal with technical enquiries from respondents

Issue follow-up email(s) to prompt completionIssue follow-up email(s) to prompt completion

Survey open for online completionSurvey open for online completion

Deal with technical enquiries from respondentsDeal with technical enquiries from respondents

Issue follow-up email(s) to prompt completionIssue follow-up email(s) to prompt completion

© expat technology forum 2004 all rights reserved

6-8 weeks

. . . overview of the survey process. . . overview of the survey process . . . overview of the survey process. . . overview of the survey process

Phase 4: On-line review Phase 4: On-line review Phase 4: On-line review Phase 4: On-line review

On-going

Survey results available to nominated individualsSurvey results available to nominated individuals

Can be viewed while survey still in progressCan be viewed while survey still in progress

Integrated analytical tools for internal benchmarkingIntegrated analytical tools for internal benchmarking

One-click cross-company benchmarkingOne-click cross-company benchmarking

Survey results available to nominated individualsSurvey results available to nominated individuals

Can be viewed while survey still in progressCan be viewed while survey still in progress

Integrated analytical tools for internal benchmarkingIntegrated analytical tools for internal benchmarking

One-click cross-company benchmarkingOne-click cross-company benchmarking

© expat technology forum 2004 all rights reserved

6-8 weeks

. . . overview of the survey process. . . overview of the survey process . . . overview of the survey process. . . overview of the survey process

Phase 5: Workshop Phase 5: Workshop [optional][optional]Phase 5: Workshop Phase 5: Workshop [optional][optional]

1 day

Optional facilitated workshop to consider results and Optional facilitated workshop to consider results and prepare an action plan to drive improvementprepare an action plan to drive improvementOptional facilitated workshop to consider results and Optional facilitated workshop to consider results and prepare an action plan to drive improvementprepare an action plan to drive improvement

© expat technology forum 2004 all rights reserved

Summary of benefitsSummary of benefitsSummary of benefitsSummary of benefits

Comprehensive, independent assessment of service providersComprehensive, independent assessment of service providers

Quickly identify causes and importance of inadequate serviceQuickly identify causes and importance of inadequate service

Holistic assessment of assignment experience and outcomesHolistic assessment of assignment experience and outcomes

Instant comparisons by employee / assignment demographicsInstant comparisons by employee / assignment demographics

Instant comparisons with external benchmarksInstant comparisons with external benchmarks

Independently administered - low burden on internal resources Independently administered - low burden on internal resources

Low cost encourages repeatability to observe trendsLow cost encourages repeatability to observe trends

Platform for driving improvements in service deliveryPlatform for driving improvements in service delivery

Solid metrics help demonstrate management competenceSolid metrics help demonstrate management competence

Comprehensive, independent assessment of service providersComprehensive, independent assessment of service providers

Quickly identify causes and importance of inadequate serviceQuickly identify causes and importance of inadequate service

Holistic assessment of assignment experience and outcomesHolistic assessment of assignment experience and outcomes

Instant comparisons by employee / assignment demographicsInstant comparisons by employee / assignment demographics

Instant comparisons with external benchmarksInstant comparisons with external benchmarks

Independently administered - low burden on internal resources Independently administered - low burden on internal resources

Low cost encourages repeatability to observe trendsLow cost encourages repeatability to observe trends

Platform for driving improvements in service deliveryPlatform for driving improvements in service delivery

Solid metrics help demonstrate management competenceSolid metrics help demonstrate management competence

© expat technology forum 2004 all rights reserved

Next stepsNext stepsNext stepsNext steps

For more information on the EPPM survey:For more information on the EPPM survey:

visit www.expatmetrics.comvisit www.expatmetrics.com

or contactor contactMichael EliaMichael Elia

+44 1344 898001+44 1344 898001

[email protected][email protected]

Tom BrazierTom Brazier

+1 617 250 6685+1 617 250 6685

[email protected]@air-inc.com

For more information on ETFFor more information on ETF

visit www.etf-online.comvisit www.etf-online.com

For more information on the EPPM survey:For more information on the EPPM survey:

visit www.expatmetrics.comvisit www.expatmetrics.com

or contactor contactMichael EliaMichael Elia

+44 1344 898001+44 1344 898001

[email protected][email protected]

Tom BrazierTom Brazier

+1 617 250 6685+1 617 250 6685

[email protected]@air-inc.com

For more information on ETFFor more information on ETF

visit www.etf-online.comvisit www.etf-online.com