23 January 2024 · Packing Up and Landing Smooth · Global

Scouting Trips: How to Plan Before Moving Abroad

Landing in a new country without a prior visit is like buying shoes online in the wrong size: theoretically possible, rarely comfortable. A well-designed scouting trip bridges the gap between glossy Instagram fantasies and the lived reality of supermarkets, school runs and visa offices.

I’ve planned more than 400 relocation “test drives” for families, couples and solo adventurers. Some returned home saying “Nope, not for us—next!”, others used their seven-day recon mission to lock in a lease and open a bank account. This playbook distils what consistently works so you can turn one week on the ground into a crystal-clear move/no-move decision.


1. Choosing the Right Cities to Test

1.1 Start With the Question Behind the Question

Before scanning airfare deals, get brutally clear about which life metrics you’re testing:

  • Cost of living relative to current earnings
  • Climate tolerance (does 38 °C in April thrill or terrify you?)
  • Legal pathways — work visa, nomad visa, permanent residency
  • Ecosystem for your industry or remote-work infrastructure
  • Schooling or childcare quality
  • Healthcare accessibility
  • Community fit (language, diversity, values)

Turn each metric into a rating scale (1–5) and score your top three candidate cities. Numbers won’t dictate your final decision, but they prevent being swayed by one perfect sunset.

Pull-quote
“Data keeps emotions honest. If my gut says Lisbon forever, my spreadsheet either confirms the love or calls me out.”

1.2 Use Seasonality to Your Advantage

Visit in the season you least look forward to. Paris is intoxicating in May; November’s greyness tells you whether you can handle the full relationship.

1.3 Think Like an Immigration Officer

Cross-check each city’s visa environment. If you’re mid-career and considering a temporary pause, peek at our guide on sabbaticals abroad for a reality check on visa durations, income thresholds and local tax ramifications.

1.4 Shortlist, Don’t Overload

A good scouting trip covers one primary city plus one backup. More than two within a week dilutes focus and adds fatigue. You’re there to observe daily life, not re-create The Amazing Race.


2. The 1-Week Scouting Checklist

Assume you have seven nights. Below is the template my team uses—with room to customise.

Day 0 — Arrival (Evening)

  • Airport to accommodation: test public transport if feasible; you’ll gauge ease of future family visits.
  • Quick grocery run: note product variety, prices, and whether you can find oat milk at 10 p.m.

Day 1 — Neighbourhood Immersion

  1. Morning power walk through three neighbourhoods at 07:30—see foot traffic patterns.
  2. Coffee shop cowork session: test Wi-Fi speeds with an online tool; note cost of a flat white.
  3. Open a local SIM/eSIM: evaluate teleco bureaucracy.
  4. Afternoon property viewings—booked weeks in advance (two rentals, one sale).
  5. Evening journaling: score livability metrics before rosy nostalgia sets in.

Day 2 — Commuting & Errands

  • Replicate a commute at rush hour, even if you’re remote. Could be gym to cowork space.
  • Pop into a post office or municipal service centre. Boring? Yes. Enlightening? Absolutely.
  • Scan hardware and grocery stores: if you can’t find your toddler’s favorite cereal, will life implode?

Day 3 — Administration Sprint

  1. Bank account appointment (many require a local address—note hurdles).
  2. Drop by an international school; ask about waitlists.
  3. Lunch with a tax advisor or relocation lawyer for 60 minutes—often the most valuable €150 you’ll spend.
  4. Evening: attend a meetup (language exchange, industry talk).

Day 4 — Healthcare & Safety Audit

  • Tour a private clinic and the nearest public hospital.
  • Map pharmacies open 24/7.
  • Walk the same street at 22:00— your real safety barometer.

Day 5 — Day Trip to Suburbs or Secondary City

Test homework commutes, weekend getaways, or alternative housing markets.

Day 6 — Reality Check Day

  • Repeat favourite neighbourhood at 08:00 and 18:00.
  • Have an honest debrief with travel companion or yourself: Does the honeymoon survive?

Day 7 — Wrap-Up & Next Steps

  • Secure anything you might need remotely—tax ID, digital identity, renting agency contact.
  • Draft a relocation budget using real prices gathered.
  • Celebrate with a treat; you’ve earned it.

3. Budgeting Flights, Hotels & Ground Costs

3.1 Set an Evidence Budget, Not a Vacation Budget

A scouting trip is an investment, not leisure. Allocate funds where you get the most “evidence per dollar.”

  • Spend on centrally located lodging—time > money.
  • Go economy on flights but pay for schedule flexibility.
  • Splurge on one professional lunch (tax, legal, or education consultant).

3.2 Sample Budget for a Solo Traveller (7 Nights, Berlin, Shoulder Season)

Expense Cost (EUR) Rationale
Return flight (NYC-BER) 650 Off-peak, 1 layover
Hotel/Serviced apt 850 Prenzlauer Berg, with kitchenette
Public transport pass 39 7-day AB zone
Groceries 120 Breakfast + 3 dinners
Dining out & coffee 180 Including two Meetup events
Professional fees 200 1-hour tax consult
Misc./contingency 100 SIM, pharmacy, printing

Total: 2,139 EUR

3.3 Money-Saving Tactics That Keep Data Quality High

  • Open-jaw flights: Into City A, out of City B. Saves backtracking if testing two locales.
  • Credit card point sweet spots: Often better used on hotels to keep location flexible.
  • Coworking day passes: Skip hotels with “business centres” that charge €10 to print one page.
  • Travel insurance with cancellation for any reason: Costs ~4% extra but protects non-refundable appointments if visas delay.

4. Networking While Scouting

Relocation isn’t just logistics; it’s humans. The sooner you weave into local networks, the smoother your landing.

4.1 Set Up Meetings Before You Fly

  • LinkedIn Advanced Search → location filter → “Coffee chat about landing in Berlin?”
  • Expat Facebook groups: announce your visit dates, ask for gym recommendations.
  • Alumni networks: your college friend’s friend might run a kindergarten—they remember favors.

4.2 Leverage Organised Events

  • Chamber of Commerce breakfasts
  • Industry-specific meetups: marketing, blockchain, UX—you name it
  • International school open houses even if you’re child-free (parent intel > Google)

4.3 Conversation Starters That Work

  • “I’m here to test-drive living in ___; what surprised you most in your first three months?”
  • “Which neighbourhood would you skip if you were starting over?”
  • “How bureaucratic is it to change your address? On a scale of Spotify to 1990s cable company?”

4.4 Keep the Follow-Up Systematic

  • End each night jotting names and context in a note-taking app.
  • Within 48 hours, send a thank-you message + one specific takeaway (“Your tip about the health insurance broker saved me an entire afternoon”).
  • Mark contacts for future help: housing, schooling, business set-up.

5. Putting It All Together: A Composite Itinerary

Below is a compressed example for a family of four eyeing Melbourne. (For deep-dive local intel, see our 90-day landing blueprint for Australia.)

Day Morning Afternoon Evening
Mon Arrive 07:00; taxi to Airbnb in Fitzroy Grocery run + set up Medicare appointment Light dinner nearby
Tue School tour: Carlton Gardens Primary Property viewing x3 Meetup: “Families New to Melbourne”
Wed Bank intro + open TFN Test tram commute to Docklands; cowork space drop-in Sunset at St Kilda; safety audit
Thu University Hospital tour Picnic in Royal Botanic Gardens; childcare cost analysis Date-night—test babysitter app
Fri Day trip to Geelong (housing alternative) Beach walk; note micro-climate Data review session
Sat Farmers’ market cost comparison Local footy match—community vibe Reflect: pros/cons board
Sun Visa consultant breakfast Final neighbourhood stroll Depart 16:20

Notice the rhythm: heavy admin early, emotional vibe-testing later, closing with reflection. Copy-paste, tweak, conquer.


6. Common Pitfalls and How to Dodge Them

  1. Over-scheduling. Leave at least two afternoons blank; bureaucracy runs late.
  2. Luxury distortion. Five-star hotels numb cost-of-living radar. Choose the housing caliber you’ll actually rent.
  3. Data paralysis. Perfect information doesn’t exist. Decide with 80 % certainty, refine later.
  4. Ignoring partners’ deal-breakers. A child’s allergic reaction to local pollen? Spouse’s reluctance to drive on the left? Identify early.
  5. Skipping rest days. Jet-lagged decisions tend to scream “Yes!” (or “Never!”) for the wrong reasons.

7. From Scouting Trip to Move-In: Next Steps

  1. Consolidate ratings into a single spreadsheet tab: neighbourhood scores, administrative friction, gut feel.
  2. Build a 12-month cash-flow projection using real prices logged.
  3. Identify tasks that can be started remotely (visa application, school waitlist, bank pre-approval).
  4. Schedule your decision deadline: within two weeks of returning home. Lingering leads to analysis decay.

BorderPilot members often upload their scouting data into the platform; our algorithm cross-references local salary benchmarks, rental trends and visa timelines to convert impressions into an actionable roadmap.


8. Final Thoughts

A scouting trip is neither a vacation nor a bureaucratic slog. It’s your chance to audition a new life. Approach it with the structure of a business trip, the curiosity of a traveller and the honesty of a relationship talk. If the city passes your tests—weather tantrums, grocery shock, commute reality—moving will feel less like a leap and more like the next logical step.

Ready to translate scouting-trip insights into a step-by-step relocation plan? Craft your free BorderPilot roadmap in minutes and turn what-ifs into will-dos.

Browse Articles

We use cookies to enhance your experience. By continuing to visit this site you agree to our use of cookies.