Intake Form - Pre Assesment

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Pre-Decision Assessment

This assessment focuses on decisions and constraints that shape relocation outcomes.

It is not a commitment to proceed, and it is not an execution plan.

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Section 1. Assignment & Decision Context

Purpose: To establish why the move exists and what cannot fail.

Which decisions are already fixed, and which remain flexible?

What is driving the relocation decision (project requirement, staffing gap, regulatory need, other)?

What outcomes must this relocation support for the organization to consider it successful?

What is the anticipated duration and criticality of the assignment?

This prevents false urgency and hidden immovables.

Section 2. Timing & Sequencing Constraints

Purpose: surface schedule fragility early.

What timelines are being assumed, and what are they dependent on?

Which milestones are externally constrained (permits, start dates, regulatory approvals)?

What decisions must be resolved before relocation can proceed safely?

What happens if timelines shift — operationally or financially?

This is where many relocations quietly break.

Section 3. Policy & Governance Alignment

Purpose: expose misalignment between policy and reality.

What internal policies currently govern relocation decisions?

Were these policies designed for this type of assignment and location?

Where are exceptions likely to be required?

Who has authority to approve deviations if conditions change?

Add your textThis is governance, not consulting.

Section 4. Cost Exposure & Budget Assumptions

Purpose: identify risk, not promise accuracy.

What cost assumptions are currently informing the decision?

Which costs are fixed, and which are sensitive to timing, housing, or family variables?

What conditions would materially alter cost exposure?

How are cost overruns or extensions handled internally?

Section 5. Location & Housing Feasibility

Purpose: treat geography as an operational constraint.

What assumptions are being made about housing availability and timing?

Is temporary accommodation anticipated, and for how long?

What tradeoffs exist between location, commute feasibility, and readiness?

What happens if preferred options are unavailable on arrival?

Section 6. Family & Human Readiness Factors

Purpose: surface non-logistical deal-breakers early.

Are there family, caregiving, schooling, or employment considerations tied to the move?

What dependencies exist beyond housing?

What factors could delay stabilization post-arrival?

What conditions would make continuation of the assignment difficult?

This is risk discovery, not counselling.

Section 7. Regulatory & Jurisdictional Considerations

Purpose: prevent compliance-driven surprises.

Are there licensing, credentialing, or jurisdictional approvals required?

What timelines or uncertainties exist around these requirements?

How do regulatory constraints interact with start dates or housing access?

Are there location-specific issues (for example, BC and regulated professions) that need special handling?

Section 8. Escalation & Contingency Readiness

Purpose: assess resilience, not optimism.

What are the most likely points of escalation?

How are unexpected issues typically handled?

Who becomes involved when assumptions fail?

What decisions would need to be revisited if conditions change?

These questions are designed to clarify feasibility and readiness before commitments are made. They are not evaluative of individuals and are not used for marketing, solicitation, or unrelated purposes.

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WORLDWIDE RELOCATION SUPPORT
1-877-687-8813

Pre-Decision Assessment

Section 1. Assignment & Decision Context

Section 2. Timing & Sequencing Constraints

Section 3. Policy & Governance Alignment

Section 4. Cost Exposure & Budget Assumptions

Section 5. Location & Housing Feasibility

Section 6. Family & Human Readiness Factors

Section 7. Regulatory & Jurisdictional Considerations

Section 8. Escalation & Contingency Readiness

WORLDWIDE RELOCATION SUPPORT
1-877-687-8813

Every Strategic Relocation Starts With a Simple Conversation

Subscribe to Our Blog for Relocation Tips and Updates

Pre-Decision Assessment

Section 1. Assignment & Decision Context

Section 2. Timing & Sequencing Constraints

Section 3. Policy & Governance Alignment

Section 4. Cost Exposure & Budget Assumptions

Section 5. Location & Housing Feasibility

Section 6. Family & Human Readiness Factors

Section 7. Regulatory & Jurisdictional Considerations

Section 8. Escalation & Contingency Readiness

WORLDWIDE RELOCATION SUPPORT 1-877-687-8813

Every Strategic Relocation Starts With a Simple Conversation

Subscribe to Our Blog for Relocation Tips and Updates

WORLDWIDE RELOCATION SUPPORT
1-877-687-8813