The Savvy Leader’s Guide to Relocation: 5 Essential Tips for a Successful Lift and Shift

May 24, 2023 | Overcoming Perceived Liabilities

The Savvy Leader’s Guide to Relocation: 5 Essential Tips for a Successful Lift and Shift


A new job, a new city, it all sounds exciting. The offer comes, you sign and the anticipation builds! But, when the boxes arrive, you look around and suddenly realize this lift and shift is going to be quite the effort. Relocating for a new leadership role can be as exciting as it is daunting. As an executive, managing this change effectively is critical. Here are five essential tips to ensure a seamless transition.

During part 4 of this 8-part series for navigating the challenging parts of your job search process, we will explore how you can relocate successfully. 


Part 4: The Top Tips for a Successful Relocation


Strategic Planning

Appreciate your own progress by using checklists and engaging in precise planning for the prep, execution and move landing. Start with researching your new location, understanding the socio-political environment, cost of living, and local customs.Make that checklist comprehensive, covering every aspect of your move – from packing to setting up services in your new residence.

Leverage Corporate Relocation Assistance

Leverage the relocation assistance that many corporations offer. This could range from hiring professional movers, providing temporary housing, to assigning a personal guide to help you acclimate to the new city.

Secure Your Finances

Ensure your financial health before diving into the relocation. Craft a detailed budget covering moving expenses, housing, and potential unexpected costs. If moving overseas, familiarize yourself with local banking norms and currency exchange rates.

Building New Networks

Cultivating relationships in your new city is crucial. Actively network with colleagues and join local groups to build personal and professional connections.

Maintain Communication and Be Open to New Experiences

While building new relationships, don’t forget to maintain existing ones. Regularly communicate with your family and friends to keep them in your support network. Embrace the local culture and experiences your new city offers. It’s essential to remain adaptable and open-minded.



As an executive relocating for a new role, planning, financial readiness, leaning into any provided corporate assistance, slipping into networking mode, and being adaptable are essential to embrace this new chapter of your professional and personal life. All great success stories have a beginning. Make the relocation the first page of the best chapter of your life.


Next Week, Part 5: “Navigating Company Politics and Reputation”

Patrick Lage

Written By: Terri Wiksten, Chief Operating Officer

Terri Wiksten is a dynamic powerhouse who works harder than anyone you know and tackles every task with 100% effort while maintaining her enthusiastic, cheerleader attitude!

She loves helping professionals save time and money as they search for their next challenge and thrives on how technology turned this industry on its head, allowing for constant change and opportunity to do things better and more effectively for our clients.