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Global Relocation Manager Starter Kit

A free collection of practical templates and tools designed to help new and growing relocation managers handle international employee moves with less friction and more structure.

What’s Inside

  • Relocation policy framework template – A starting point for drafting clear, consistent relocation policies that align with company goals and employee needs.
  • Employee relocation checklist – Step-by-step items to track before, during, and after a move, helping nothing fall through the cracks.
  • Cost estimation worksheet – A simple spreadsheet-style tool to outline typical relocation expenses, from travel to housing support, so budgets can be discussed upfront.
  • Compliance & visa quick-reference guide – Key host-country requirements and common visa categories summarized for quick planning.
  • Communication email templates – Draft messages for relocation announcements, status updates, and offboarding, written to be professional and adaptable.
  • Relocation timeline tracker – A visual roadmap template to coordinate move milestones, approvals, and hand-offs across teams.

Who It’s For

  • HR professionals and global mobility specialists who are managing their first few international transfers.
  • Small business leaders or team managers tasked with supporting employees moving abroad.
  • Relocation coordinators looking for a structured starting point to standardize processes without building everything from scratch.

Get the Kit

The Global Relocation Manager Starter Kit is available for free download from this site. No purchase, subscription, or payment information is required. Just enter your email to receive the download link.

This kit provides a practical starting point; it does not replace professional advice, legal compliance review, or company-specific policy development.

Tips & notes

Pre-Departure Document Inventory

Every global relocation starts with a paper gap. The Starter Kit includes a blank “Key Document Inventory” table designed to be printed and filled out before the first box is packed.

List passport numbers, visa types, tax residency dates, and insurance policy numbers in one place. Share the printed sheet with your moving coordinator and the employee’s HR contact. It’s a simple frame, but it stops the “where’s the visa?” panic three days before departure.

(The table is a static PDF/DOCX included in the download — no dashboard, no login, just a reusable form for every assignment.)

Pre-departure compliance check

Before finalizing any international move, verify the assignee’s work authorization in the destination country. Confirm:

  1. Current visa status and expiry date
  2. Employer sponsorship obligations for that location
  3. Local immigration submission deadlines

Keep a copy in the employee’s relocation file. This starter kit includes a blank authorization log template you can adapt by country.

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