© expat technology forum 2004 all rights reserved expatriate programme performance metrics EPPM Survey: an online instrument which delivers a clear insight into the effectiveness of our global mobility programme and its supporting services

© expat technology forum 2004 all rights reserved BackgroundBackground Our businesses rely on international mobility to deliver expertise where it is most needed to support and control our organisations to develop our management teams But the costs are high it means upheaval for key employees and their families We must ensure our programme is effective and efficient EPPM Survey designed to examine effectiveness Our businesses rely on international mobility to deliver expertise where it is most needed to support and control our organisations to develop our management teams But the costs are high it means upheaval for key employees and their families We must ensure our programme is effective and efficient EPPM Survey designed to examine effectiveness

© expat technology forum 2004 all rights reserved Survey objectives To measure key activities which support mobility the holistic experience of mobility for our employees To provide instant benchmarking internally (e.g. by sending or receiving region/country) with peers (i.e. other multinational/global companies) over time to expose trends With these metrics to empower management to track performance in both internal and external services drive improvement improve the value of our mobility programme To measure key activities which support mobility the holistic experience of mobility for our employees To provide instant benchmarking internally (e.g. by sending or receiving region/country) with peers (i.e. other multinational/global companies) over time to expose trends With these metrics to empower management to track performance in both internal and external services drive improvement improve the value of our mobility programme

© expat technology forum 2004 all rights reserved Survey features Questionnaire

© expat technology forum 2004 all rights reserved

Survey features Results analysis

© expat technology forum 2004 all rights reserved

Survey design strengths Content and methodology designed with ETF workgroup Design has responded well in the completed surveys with good feedback (response rates between 55-75%) Simple web-based approach allows for global reach Data design allows for complex analysis of the results without delay Comments encouraged on poor score questions help to clarify issues Instant external benchmarks help highlight areas of genuine weakness Content and methodology designed with ETF workgroup Design has responded well in the completed surveys with good feedback (response rates between 55-75%) Simple web-based approach allows for global reach Data design allows for complex analysis of the results without delay Comments encouraged on poor score questions help to clarify issues Instant external benchmarks help highlight areas of genuine weakness

© expat technology forum 2004 all rights reserved Overview of the survey process Phase 1: Planning and customisation Phase 2: Preparation for launch Phase 3: Survey hosting Phase 4: On-line review Phase 5: Workshop [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 Phase 1: Planning and customisation Agree timing and scope of survey Customise questionnaire(s) Agree timing and scope of survey 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 Phase 2: Preparation for launch 1 week Prepare database of target respondents Draft and issue launch to respondents Prepare database of target respondents Draft and issue launch to respondents

© expat technology forum 2004 all rights reserved 6-8 weeks... overview of the survey process... overview of the survey process Phase 3: Survey hosting 4-6 weeks Survey open for online completion Deal with technical enquiries from respondents Issue follow-up (s) to prompt completion Survey open for online completion Deal with technical enquiries from respondents Issue follow-up (s) to prompt completion

© expat technology forum 2004 all rights reserved 6-8 weeks... overview of the survey process... overview of the survey process Phase 4: On-line review On- going Survey results available to nominated individuals Can be viewed while survey still in progress Integrated analytical tools for internal benchmarking One-click cross-company benchmarking Survey results available to nominated individuals Can be viewed while survey still in progress Integrated analytical tools for internal benchmarking One-click cross-company benchmarking

© expat technology forum 2004 all rights reserved 6-8 weeks... overview of the survey process... overview of the survey process Phase 5: Workshop [optional] 1 day Optional facilitated workshop to consider results and prepare an action plan to drive improvement

© expat technology forum 2004 all rights reserved Summary of benefits Comprehensive, independent assessment of service providers Quickly identify causes and importance of inadequate service Holistic assessment of assignment experience and outcomes Instant comparisons by employee / assignment demographics Instant comparisons with external benchmarks Independently administered - low burden on internal resources Low cost encourages repeatability to observe trends Platform for driving improvements in service delivery Solid metrics help demonstrate management competence Comprehensive, independent assessment of service providers Quickly identify causes and importance of inadequate service Holistic assessment of assignment experience and outcomes Instant comparisons by employee / assignment demographics Instant comparisons with external benchmarks Independently administered - low burden on internal resources Low cost encourages repeatability to observe trends Platform for driving improvements in service delivery Solid metrics help demonstrate management competence

© expat technology forum 2004 all rights reserved Next steps For more information on the EPPM survey: visit or contact Michael Elia Tom Brazier For more information on ETF visit For more information on the EPPM survey: visit or contact Michael Elia Tom Brazier For more information on ETF visit