Tuesday, January 06, 2009

etude by lists


Transition checklist. First draft complete. Done and done.


I would like to get as many suggestions from you seasoned expatriates as I can. So, here is my plan. I was going to put everything in one post. But I would easily bust the Calypso Rule of 1000-words-per-post.


I am going to list the 12 categories of action items in this post -- along with a description of what each category should include. Then, over the next week or so, I am going to flesh out the items.


The relevant dates --
Retirement: 31 March 2009
Mexican residency: 1 May 2009


Let's start with the categories:
  1. Work -- items to keep me focused on my day-to-day job through 31 May, and a potential transition period

  2. House -- turn my home over to a house sitter after finishing up some of the projects I have begun

  3. Computer -- purchase new equipment and take all supplies

  4. Mail -- stop my mail here and arrange for mail to Mexico

  5. Medical -- get all of my necessary care out of the way and get what I need for Mexico

  6. Jiggs -- if the dog is still alive, get everything I will need to keep him alive in Mexico

  7. Truck -- if I take the dog and the truck to Mexico, get it ready for the trip and buy spare parts and supplies

  8. Financial -- anything that will assist me in making my pension funds available in Mexico

  9. Travel documents -- get an FM3 visa and update my passport

  10. Spanish -- study, study, study

  11. Household items -- what I really need to take south

  12. Church/Salvation Army -- find replacements for each of my current positions

That's the list. The devil (and many angels) are in the details. And they (details, devil, and angels) will be coming soon.


Here is where I need some assistance. Do any of you have suggestions for additional categories?