Case Study:
ICAS
Independent and Counselling Services Ltd (ICAS) had over 200
client organizations in June 2001. Established in 1982, it is primarily an
international provider of behavioural risk management services, operating
worldwide through its own network of overseas offices and strategic
partnerships. A service it offers that is of interest to us is the Employee
Assistance Programme (EAP). EAP facilities are available to all companies who
have paid fees (comparable to insurance fees) to ICAS. One component of the EAP
is expatriate management.
A prime aspect of expatriate management dealt with by the EAP is
culture shock, a term first popularized by the anthropologist Oberg (1960). It
refers to 'the psychological disorientation experienced by people who suddenly
find themselves living and working in radically different cultural
environments'. ICAS believes that the psychological wellbeing of expatriates
should be taken care of, as well as other issues that relocating to a new
culture entails.
Expatriates can avail themselves of the following services offered
by ICAS's EAP: 24-hour free phone, telephone counselling and face-to-face
counselling. These services are used by employees having problems in two areas:
life management (information about: legal matters, money, family care, consumer
rights, general matters) and work. The
24-hour free phone service exists so that employees of ICAS's client
organization can phone in and request services around the clock. Suzanne
Boèthius, Clinical Services Director of ICAS Switzerland, comments, 'We want
expatriates to feel that they have somebody reliable to turn to, who will attend
to them at any time, and help them to find solutions to their problems. We do
not want them to feel lost and unable to cope.' Suzanne's husband Stephan
Boèthius, CEO of ICAS Switzerland, adds, 'If an expatriate is experiencing
difficulty adjusting to a new culture, he will be unable to put his best foot
forward at his place of work.'
When expatriates avail themselves of the 24-hour free phone
service, they can request information about issues ranging from local
legislation to how a house can be bought, where a hairstylist or a specialist
doctor can be located, or how a suitable school for their children can be
identified. Sometimes the questions are standard and the answer can be given
straightaway: for example, supplying a list of local gynaecologists. Sometimes,
the question requires research from ICAS staffers. For instance, an Italian
working in Switzerland might call to say that he had bought a house in
Switzerland but his work permit had expired, and he wanted to know whether his
family could continue living there.
In July 2001 ICAS introduced a new product called Expatriate
Connections, which is basically an assessment of potential transferees' cultural
awareness. Based on this assessment, customized training and resource packs are
assembled for transferees, to prepare them for life in another country. Along
with Expatriate Connections, ICAS launched a second new product called
Integrate, which helps integrate transferees and their families into their new
surroundings. Each family receives a personal consultant who calls on them
regularly to discuss key issues. In addition, they have six-month telephone
access to specialist advice and information.
The day-to-day problems expatriates grapple with may seem mundane.
However, the reality is that coping continuously with such problems in a new
culture can prove stressful, and the time spent on resolving them and defusing
the attendant stress can add up. One expatriate interviewed for this case study
commented that in his first month in Switzerland, he spent an average of 12
hours a week solving day-to-day problems. On the first day, he found that the
dishwasher in his apartment was not working, and needed to locate a repair
service. This seems simple enough, but since he did not know his neighbours he
found it quite distasteful to knock on their doors, introduce himself, and ask for the address of a nearby
service. On the second day he had to drive his wife to a nearby village for a
job interview. She felt that if she travelled alone by train and bus she might
get lost and be late for her interview. She also did not know how to buy a bus
ticket in Switzerland, and felt that this was not the occasion to find out. On
the third day he had to ask colleagues where he could find a child-minder to
take care of his eight-year-old while he and his wife attended an office party
that had been arranged partly to welcome them.
Some expatriates find the process of adapting to the new realities
of life stressful. When this becomes apparent to ICAS staffers handling calls on
the 24-hour free phone, they may recommend telephone counselling. Sometimes the
number and complexity of issues facing callers have overwhelmed them to the
point where they seek face-to-face counselling from trained ICAS specialists.
For instance, a Norwegian expatriate married to an Indian woman and living in
Switzerland might want a divorce. He would not know the relevant Swiss
legislation, and could well be under unusual stress. ICAS would be able to
provide information and counselling in his own language, since its typical
European phone service is offered in nine languages. The EAP services are
available not only to an employee of a client organization, but to their
partners, dependent children and parents as well.
It is important to ICAS that it involves the entire family in its
expatriate management efforts. Hence it uses an instrument called the
Cross-Cultural Adaptability Assessment (CCAA), which is administered to
prospective expatriates and their families. ICAS does not place its CCAA in the
public domain, but Table 7.1
reproduces a comparable tool called the Cross-Cultural Adaptability Inventory
(CCAI), to give the reader an insight into the kind of information that is
collected.
Table 7.1: Cross-Cultural
Adaptability Inventory
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The purpose of this inventory is to help you assess your
ability to adapt to living in another culture and to interact effectively with
people of other cultures. Read each statement carefully and choose the response
that best describes you right now. |
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Indicate your response by circling the appropriate
abbreviation to the right of the statement. For example, if you think that a
statement 'tends to be true' about you circle TT next to that
statement. |
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Some items may sound similar. Don't worry about being
consistent in your answers. Just choose the answer that best describes you right
now. |
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Use a ballpoint pen or a pencil to place a tick in the
appropriate column (DT, T, TT, TNT, NT, DNT). Press firmly when making your
choice. If you decide to change your answer, draw an X through your original
answer and then tick your new answer. |
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Key: |
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DT: Definitely true |
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T: True |
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TT: Tends to be true |
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TNT: Tends to be not true |
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NT: Not true |
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DNT: Definitely not true |
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DT |
T |
TT |
TNT |
NT |
DNT |
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I have ways to deal with the stresses of new
situations. |
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I believe that I could live a fulfilling life in another
culture. |
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I try to understand people's thoughts and feelings when I
talk to them. |
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I feel confident in my ability to cope with life, no matter
where I am. |
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I can enjoy relating to all kinds of
people. |
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I feel that I can accomplish what I set out to do, even in
unfamiliar settings. |
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I can laugh at myself when I make a cultural faux
pas. |
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I like being with all kinds of people. |
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I have a realistic perception of how others see
me. |
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When I am working with people of a different cultural
background, it is important to me to receive their approval. |
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I like a number of people who don't share my particular
interests. |
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I believe that all people, of whatever race, are equally
valuable. |
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I like to try new things. |
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If I had to adapt a slower pace of life, I would become
impatient. |
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I am the kind of person who gives people who are different
from me the benefit of the doubt. |
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If I had to hire several job candidates from a background
different from my own, I feel confident that I could make a good
judgement. |
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If my ideas conflicted with those of others who are
different from me, I would follow my ideas rather than
theirs. |
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I could live anywhere and enjoy life. |
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Impressing people different from me is more important than
being myself with them. |
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I can perceive how people are feeling, even if they are
different from me. |
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I make friends easily. |
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When I am around people who are different from me, I feel
lonely. |
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I don't enjoy trying new foods. |
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I believe that all cultures have something worthwhile to
offer. |
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I feel free to maintain my personal values, even among those
who do not share them. |
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Even if I failed in a new living situation, I could still
like myself. |
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I am not good at understanding people when they are
different from me. |
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I pay attention to how people's cultural differences affect
their perceptions of me. |
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I like new experiences. |
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I enjoy spending time alone, even in unfamiliar
surroundings. |
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I rarely get discouraged, even when I work with people who
are very different from me. |
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People who know me would describe me as a person who is
intolerant of others' differences. |
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I consider the impact my actions have on
others. |
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It is difficult for me to approach unfamiliar situations
with a positive attitude. |
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I prefer to decide from my own values, even when those
around me have different values. |
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I can cope well with whatever difficult feelings I might
experience in a new culture. |
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When I meet people who are different from me, I tend to feel
judgmental about their differences. |
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When I am with people who are different from me, I interpret
their behaviour in the context of their culture. |
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I can function in situations where things are not
clear. |
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When I meet people who are different from me, I am
interested in learning more about them. |
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My personal value system is based on my own beliefs, not on
conformity to other people's standards. |
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I trust my ability to communicate accurately in new
situations. |
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I enjoy talking with people who think differently than I
think. |
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When I am in a new or strange environment, I keep an open
mind. |
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I can accept my imperfections, regardless of how others view
them. |
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I am the kind of person who gives people who are different
from me the benefit of the doubt. |
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I expect others will respect me, regardless of their
cultural background. |
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I can live with the stress of encountering new circumstances
or people. |
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When I meet people who are different from me, I expect to
like them. |
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In talking with people from other cultures, I pay attention
to body language. |
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Constructed and copyright 1995 by Colleen Kelley, PhD and
Judith Meyers, PsyD. Reproduced from Kelley and Meyers
(1995). |
The CCAA measures the extent to which prospective expatriates and
their families possess intercultural competencies. The scores obtained by ICAS
are communicated to the client organization. It decides, based inter alia on
ICAS feedback, whether expatriates should be despatched or not. Before
expatriates are despatched to a country, they and their family are briefed about
the norms of behaviour there. The briefing is detailed, and has practical
utility. Information is provided on such matters as how much to tip at a
restaurant, and how to pay a utilities bill. If a wife accompanying her husband
is anxious about how to spend her time, ICAS ascertains her hobbies. If she were an amateur golfer, for example, ICAS
would supply her with a list of golf courses and golf clubs at her prospective
place of residence.
Some expatriates contact ICAS to obtain information, while others
are in stressful situations. In the six-month period January–June 2001, 57 per
cent of the expatriate management cases handled by ICAS pertained to
relationship issues, and the remaining 43 per cent to life management issues
(consumer, housing, insurance, divorce legislation, Swiss law). Of the cases
that pertained to relationship issues, 75 per cent advanced to the stage of
face-to-face counselling. The remaining 25 per cent reached the stage of
telephone counselling.
We cite here three examples supplied by ICAS of the work it does.
The cases have been fabricated but are based on actual situations.
Illustrative case 1: life management
The wife of an employee - let us call her Angela - called at
about 9.00 am. Her voice was calm to begin with, but as she started to tell what
was on her mind, she became more emotional and distressed. The counsellor could
hear small children in the background, and sometimes Angela had to stop talking
because the baby was making its way up the staircase. After making sure that the
service was confidential, she began to talk.
Her husband had been transferred from the United States to
Switzerland 13 months ago. Just recently, they had bought a beautiful home and
ordered a new fitted kitchen. When the kitchen arrived after three and a half
weeks of delay, it was obvious that the measuring had not been done properly.
The kitchen company took the responsibility, after trying to blame a man who had
ceased to work for it. Four weeks previously almost the entire kitchen had had
to be taken out again. Since then, the kitchen company had not reacted to her
phone calls. She had problems speaking in German, although she was starting to
learn the language, and the people she rang pretended they couldn't understand
English. Her husband was constantly on business trips, and when he came home,
too tired to bother with such matters. This made Angela feel even more alone
with the problem.
When the counsellor asked if she had any friends who could help,
she answered that she felt quite isolated in Switzerland, because of the
language, and because she had to be at home to look after her children, who were
too young to take to a nursery where she might meet other mothers. She mentioned that she couldn't understand
the mentality of the Swiss people. She could feel the cultural shock. In the
United States, before she had had the children, she had worked as a freelance
real estate agent and been financially independent of her husband. She had had
friends, family around her, and her mother-in-law who happily babysat when she
needed to do shopping, go to the dentist or whatever. Now she was locked up in
her home with her young children, dependent on a husband she hardly ever saw. In
addition, the family now had no kitchen and nothing was moving. Her question was
simply, what could she do to get her kitchen?
The counsellor understood that there were many issues involved,
including emotional ones, but first of all the practical problems had to be
solved. She helped Angela write a letter to the kitchen company. Angela wrote
her claims in English and faxed the document to ICAS, who translated it into
German.
Second, the counsellor talked to Angela about the possibility of
help in the house, and gave her a list of agencies where she could find an
au-pair or a cleaning lady who could take over the hardest work. This would give
her some freedom to move about again. The financial part of this was not a
problem, as the husband had a good position and earned well. Angela just had not
thought of this option herself.
ICAS also found an English-speaking nursery not far from their
home, which took children from two and a half years of age. Angela was
delighted.
Angela went on to get a babysitter and a cleaning lady once a
week. This gave her the opportunity to take some German lessons, and the contact
to other mothers at the nursery made it possible to start making new friends.
She also received the address of the American Women's Club. She had not known it
existed, and this too was very welcome to her. After a while the kitchen was
installed, and she didn't have to wash the dishes in the bathroom sink or buy
fast food any more.
All this had of course been a nuisance to the couple, who had been
afraid that their relationship, which had been very good before they moved to
Switzerland, would suffer. Now that the practical problems were solved, they
both felt much more at ease.
ICAS let Angela know that she could call anytime, day or night, as
many times as she wanted.
Illustrative case 2: counselling
Rita (names are made up) called ICAS in the afternoon,
talking in a determined manner. She must have been upset, but did not want to
let anyone know. The problem was rolled out very quickly: her husband had
cheated on her with a woman at work. She had just found out and she was not
mistaken. There was proof and John had finally admitted it. This was not the
first time he had been with other women, but Rita had decided it was going to be
the last time. She wanted a divorce and she wanted to know her rights. She had
been married to John for 29 years, had travelled along with him all over the
world, raised two children, put up with his affairs for so long, and now she had
had enough.
Rita was Iranian and John Canadian, and both had lived in
Switzerland for nine years. Rita knew nothing about the Swiss divorce law, so
ICAS did some research, called her back and gave her the information the
following day. What was remarkable was that Rita didn't take any notice of the
answers she received. Instead she seemed very quiet, quite the opposite of her
attitude the previous day. The counsellor asked what was distracting her. Was
she not happy with the answer? Yes, she said, very happy. Then the counsellor
heard her voice start to tremble, and soon she broke into tears.
The anger had disappeared and only her total despair remained. For
a while Rita just cried, but then her whole story started to develop. She said
afterwards that it was so nice that someone who was not judgmental had had the
time to listen to her. The counsellor spent about half an hour in assessment and
counselling, talking about how Rita felt, asking her questions such as did she
have a doctor she could see, did she have friends who could support her, did she
take any drugs, alcohol or medication to calm her down, did she ever think of
suicide, where were the children now, and whether there was any other practical
help she needed. The counsellor asked if Rita would consider marital counselling
to clear things between herself and John. Rita said that in spite of her love
for him, she was now so hurt that she was not willing to get her hope back only
in order to lose it the next time he cheated on her. In addition she had
suggested therapy to him before, but he had always refused.
Then the counsellor told Rita about the opportunity to see
somebody face to face, a psychotherapist close to where she lived, who would
assess her situation and discuss with her how to proceed. Rita said she would
think about it and call back the next day.
The following day Rita rang back and agreed to see a
psychotherapist in Geneva. She thought it was a good idea although she was a
little nervous because she had never had therapy before. The counsellor assured
her that ICAS therapists were very experienced and the service confidential.
ICAS always tries to get in touch with affiliate psychotherapists
as soon as possible, but with Rita the counsellor thought it was urgent, because
she seemed quite alone and depressed, although she had not expressed any
suicidal thoughts and was not taking any drugs. The case manager called Mrs P, a
skilled psychologist, who immediately made an appointment with Rita for two days
later. Mrs P later called the case manager and confirmed that Rita had
attended.
After two sessions of assessment, Mrs P suggested that Rita should
receive long-term therapy to support her during the inevitable divorce. The ICAS
Employee Assistance Programme only guarantees two professional face-to-face
assessment sessions. If the case can be categorized as short term and the focus
is on pure problem solving the therapy can go on for up to five to eight
sessions, otherwise the client has to be referred to another therapist and be
paid for by health insurance or privately.
So Rita was sent on to another psychotherapist. She went
there for six months, during her divorce. The ICAS case manager called her back
after three months, and Rita told her that she finally was able to take her life
into her own hands. She had moved away from John, taken a small apartment in
Geneva, and was slowly getting back on her feet. Communication with John was
easier now, and she still missed him, but she didn't regret the
divorce.
Illustrative case 3: general
Mr W called ICAS in the afternoon. He was Irish and had
worked for a big company in Switzerland for the previous five years. His
question was about Swiss law on the acquisition of real estate. He wanted to buy
a house for himself. He was about to get his 'C' work permit but was not sure
whether he could buy a house; if he could keep it if he were transferred abroad
for three years; and if he could keep it if he left Switzerland for ever. He
also wanted to know if he would be able to rent it out to third parties when he
was abroad, and whether there was a limit to the size of the house he could
buy.
ICAS could give him a relatively immediate answer, because it had
dealt with these issues many times. Basically, the answers to his first four questions were yes, if the acquisition
took place after 1997. The answer to the final question was that the size of the
living area or the surrounding land is not limited as long as it is not in any
way used for speculations.
ICAS also gave him the address of the home page of the Swiss
Federal Office of Justice, where he could link in to the English translation of
this particular legislation. To make things easier for him, it also faxed him a
German printout with arrows that indicated the way through the German pages to
the English version.
ICAS did not only assist Mr W in finding information, but
helped his company too, because Mr W did not need to take time during office
hours to do this time-consuming research himself. In this way Mr W could go
ahead with his job assignments and leave his questions to ICAS.
Inferences
As the three examples suggest, expatriates often find that
moving to another location can create problems in family life. According to
ICAS, this is the prime adjustment problem that expatriates face. Global
managers may enjoy working in different cultures, but their families may not be
primed for accepting change in their lives.
The experience of ICAS affirms the findings of several studies
which emphasize the importance of the expatriate's family adjusting effectively
to a new culture. One study by Tung (1981) has designated ineffective spouse adjustment as
the predominant factor leading to expatriate failure. Usually the burden of
dealing with the practical aspects of a new environment falls on the hapless
spouse. These practical aspects relate to non-professional matters, varying from
locating suitable food outlets to enrolling children in school. Ferraro (2001)
notes in his book, 'Whereas the expatriate employee may see the international
transfer as a positive career move, the accompanying spouse may see the move as
little more than the disruption of his or her own career.'
ICAS's experience suggests the following requirements for
successful expatriate management:
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Institutional support for managing the practical problems of
setting up hearth and home in a new culture is essential for enabling an
expatriate to settle in.
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The provision of timely psychological counselling for
expatriates encountering problems of adjustment can contribute to their mental
health and performance.
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The families of employees should also be assisted in their
efforts to find their feet in a new culture.
ICAS provides all the services that expatriates and their families
require for assimilating into a new cultural context. Many multinationals are
retaining ICAS (or comparable organizations) to oversee their expatriates'
assimilation process. Other multinationals are developing the expertise to
provide support in-house. It is assumed that these multinationals have selected
their expatriates with great care, and that support is being extended to people
who are culturally sensitive. The caveat suggested by the ICAS experience is
that the selection process should be extended to the expatriates' families as
well. Many companies, like Du Pont and Conoco, are following this approach.
Suzanne Boèthius says of the assistance ICAS provides with
practical problems, 'We always give information to our clients about the place
they are going to, so that they know about simple but everyday matters such as
how to fill out pay bills, how much tip to leave at a restaurant, and so on.
This is just so that they can feel at home a little earlier than if they had to
find out all these things after arrival.' She says of the provision of
psychological counselling, 'It really is astonishing how the provision of
psychological counselling can make the wife of an expatriate more willing to
adapt to a new culture. Once in a while, wives of expatriates suffer from
depression when relocated. That is where psychological counselling helps.'
Regarding the extension of assistance to family members of expatriates, she
notes, 'If the family is not happy, then the expatriate will not be happy. He
will therefore be unable to work properly. So for us, we cannot just look after
an expatriate, without looking after his family as well.'
CASE DISCUSSION QUESTIONS
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Why have the services provided by ICAS been well received by
transnational corporations engaged in expatriate management?
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What sort of competencies should an effective expatriate
manager possess?
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What are the differences between a European adjusting to
life as an expatriate manager in Asia, and an Asian adjusting to life as an
expatriate manager in Europe?
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Why does ICAS provide such a wide array of services?
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What recommendations would you give to ICAS so that it can
enhance its services?
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What role does training play in aligning expatriate
management with intercultural management?