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Managing Global Talent:
What Do Expatriate Spouses Need?
Report to Participants
By Dr. Nina Cole
Ryerson University, Toronto, Canada
July 2008
Surveys consistently demonstrate that problems with spousal adjustment are the leading cause of early return home from expatriate assignments, which is costly in terms of repatriation and replacement of the expatriate, and in terms of company performance. One of the key factors affecting spousal adjustment is interruption/cessation of employment. Recent surveys also reveal that although 60% of spouses are employed before expatriate assignments, only about 20% find employment while abroad. Despite these indicators, employers provide very limited employment assistance to spouses.
During 2007-2008, I traveled through the Asia-Pacific region to conduct a research study on spousal adjustment. The study was funded by the SHRM Foundation (affiliated with the U.S. Society for Human Resource Management). All 238 participants completed a questionnaire regarding employment assistance. Of those, 100 participants volunteered to meet with me for a more detailed discussion, and provided specific information on the assistance they had received, and what additional assistance would have been helpful.
Executive Summary
The results of the study showed that spouses who experience a severe disruption or cessation of employment have significantly lower interactional adjustment (with regard to interacting with host nationals) than other spouses. For spouses with a career orientation to work, females had higher cultural adjustment (related to food, housing, medical care etc) and interactional adjustment than males.
Only 18 percent of the spouses received employer-provided career assistance, and there was no significant difference in adjustment between spouses who received assistance and those who did not. Those who received assistance gave mediocre ratings of its effectiveness (average 3.2 out of 5), suggesting that employers need to more carefully design such assistance based on a rigorous assessment of spousal needs.
Interviews with 100 spouses indicated that their greatest needs are for networking information to assist in their job search and for a ‘go-to' person for practical settling-in assistance. The good news is that the cost of this assistance is minimal. Creating lists of classic books regarding portable careers, employment agencies, other Western companies operating in the location, expatriate associations/networks, expatriate websites, networking groups for spouses, international schools and other organizations providing services to the expatriate community can be obtained via a Web search or through existing spousal groups and networks. Hiring existing expatriate spouses on a contract basis to provide assistance to newly-arriving spouses before and during the actual moving and settling-in period is also inexpensive and cost-effective. |
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| 1. QUESTIONNAIRE RESULTS |
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| Participant Data |
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| Total Participants |
238 |
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| Gender: |
Female |
81% |
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Male |
19% |
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| Average Age Spouse |
37 |
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| Average Age Expatriate |
39 |
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| Average Years Together |
12 |
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| Average # of Children |
2 |
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| # with children under 6 |
101 |
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| # with children 6-12 |
75 |
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| # with teenage children |
53 |
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| # with children 20 and over |
37 |
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| Family Life Cycle Stage: |
Starting out/No kids |
12% |
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Full house |
12% |
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Full house |
69% |
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Empty nest |
18% |
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Not reported |
1% |
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| Home Location |
Host Location |
China |
SE Asia |
Other |
Total |
| Canada |
9 |
7 |
2 |
18 |
| UK |
31 |
13 |
3 |
47 |
| Australia/NZ |
25 |
11 |
15 |
51 |
| Asia |
7 |
2 |
3 |
12 |
| US |
49 |
13 |
1 |
63 |
| Europe |
26 |
9 |
1 |
36 |
| Other |
7 |
4 |
0 |
11 |
| Total |
154 |
59 |
25 |
238 |
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| Work Data |
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| Work Orientation: |
Income |
49% |
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Career |
27% |
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Not working |
24% |
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| Effect of Expatriation on Work Experience: |
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Major interruption/ |
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cessation of work |
59% |
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No change |
16% |
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Not in workforce |
25% |
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| Spousal Employment Assistance: |
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Yes |
18% |
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No |
82% |
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Not helpful |
37% |
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So-so |
24% |
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Helpful |
39% |
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| Adjustment |
Cultural |
Interactional |
Personal |
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Adjustment |
Adjustment |
Adjustment |
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(scale of 1 to 7) |
(scale of 1 to 7) |
(scale of 1 to 5) |
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All |
5.9 |
4.7 |
3.5 |
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| Gender: |
6.0** |
4.8 |
3.5 |
| Female |
5.6** |
4.5 |
3.5 |
| Male |
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| Family Life Cycle: |
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| Starting out/No kids |
6.0 |
5.4 |
3.7 |
| Full house |
5.6 |
4.1 |
3.3 |
| Empty nest |
6.2 |
5.0 |
3.9 |
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| Work Orientation: |
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| Income |
5.8 |
4.2 |
3.5 |
| Career |
6.0 |
5.2 |
3.7 |
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-Males |
5.5** |
4.2** |
3.4 |
-Females |
6.1** |
4.9** |
3.6 |
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| Career Stage: |
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| Starting |
5.7 |
4.9 |
3.8 |
| Establishing |
5.8 |
4.7 |
3.6 |
| Maintaining |
5.8 |
4.4 |
3.4 |
| Finishing |
6.7 |
6.0 |
4.0 |
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| Expatriate Work Experience: |
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| Work interrupted |
5.9 |
4.5** |
3.5 |
| Work uninterrupted |
6.1 |
5.3** |
3.6 |
| Not working |
5.9 |
4.9** |
3.5 |
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| Employment Assistance: |
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| Yes |
5.7 |
4.7 |
3.4 |
| No |
5.9 |
4.6 |
3.5 |
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| **statistically significant differences; all other groupings not significantly different |
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| 2. INTERVIEW RESULTS |
| Participant Data |
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| Total Participants |
100 |
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| Gender: |
Female |
67% |
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Male |
33% |
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| Spousal Employment Assistance |
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| Rating of assistance: |
Helpful |
40% |
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So-so |
40% |
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Not helpful |
20% |
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| Employment-related assistance received |
| Job search assistance (9) |
- work permit assistance
- resume workshops
- external career counseling
- staff person to help spouses find jobs
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| Direct employment (8) |
- short-term/temporary jobs
- part-time jobs
- consulting jobs
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| Annual spousal allowances (7) |
- up to $5,000 in lieu of lost spousal income
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| Cash payment (5) |
- one-time cash payment in lieu of work assistance
- financial support for further education costs
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| Employment assistance and job status: |
| Employment assistance |
Job status |
Working |
Not working |
Not looking
for work |
Total |
| Yes |
16 |
3 |
6 |
25 |
| No |
41 |
19 |
15 |
75 |
| Total |
57 |
22 |
21 |
100 |
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| Employment-related assistance desired: |
| Networking information/assistance (47) |
- List of employment agencies, before arrival (12)
- Networking contacts, preferably before arrival (9)
- General job information including salaries (7)
- List of other Western companies using English-speaking staff, lobby for spouses (6)
- Meet other spouses, particularly those looking for work, preferably through spouse association with list of jobs (4)
- Internal spouse liaison officer to organize workshops, list job opportunities, study opportunities, list of courses, or internal HR staff member who speaks local language to provide assistance (4)
- Join Partnerjob.com, link to other major Western employers to share jobs (2)
- Information on job fairs (2)
- Books on expatriate spouse experience (eg. Jo Parfitt, Robin Pascoe) (1)
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| Jobs with large employers (15) |
- Provide job with large employer or associated organizations eg. UN (7)
- Information on internal jobs, give preference to equally qualified spouses (8)
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| Career counseling (13) |
- Career counseling related to transfer of skill set before moving (9)
- individualized assistance (3)
- counseling on identity issues (1)
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| Respect (12) |
- Follow through on vague offers of assistance (6)
- Use modern assumption that s/he wants to work; ask spouse about his/her situation (4)
- Acknowledgement of all the work of moving a family as well as job search (1)
- Don’t throw money at spouses, provide practical assistance (1)
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| Specific services (8) |
- Visa assistance (5)
- pay fees associated with maintaining professional registration or re-qualification exams for host location (2)
- More language training (1)
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| Own business (6) |
- Assistance to set up own business (3)
- Information on adapting to local business practices and regulations (2)
- Spousal allowance to use for courses to set up business (1)
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| Relocation assistance: |
Rating of assistance: Helpful 52%
So-so 35%
Not helpful 13% |
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| Relocation assistance received: |
| Very common |
- Housing allowances
- School fees
- Moving expenses
- Orientation (ranging from tourist brochures to several days with
relocation consultants before and after moving)
- International medical insurance coverage
- Language training |
| Less common |
-Look-see’ trips before deciding whether to accept the assignment
- Cross-cultural training
- Home leave
- Cash in various forms (eg. relocation allowances, payment of
household bills) |
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Desired provision of relocation/
mobility management services:
External consultants 60%
Internal HR 25%
Either if expertise 15%
Relocation assistance desired:
- practical support immediately upon arrival and over the first few weeks of settling-in
(preferably from another spouse already settled in)
- more cross-cultural training both before and after moving
- more language training both before and after moving
- more information to spouses from company throughout relocation process
- improved administration of assistance; more training of HR staff or outsource |
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Dr. Nina Cole is Associate Professor of Human Resources Management at Ryerson University in Toronto, Canada. For more information, contact Nina at (website ). This study was funded by a grant from the SHRM Foundation. However, the interpretations, conclusions and recommendations are those of the author and do not necessarily represent views of the SHRM Foundation. |
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