This document provides a checklist for opening a new office location. It outlines tasks for selecting a new location, submitting a proposal, moving into the new office, and post-move activities. The checklist includes tasks such as drafting financial plans, evaluating potential locations, legal reviews, hiring movers, ordering supplies, notifying clients of the new address, and training for the new facility.

1. Office Opening Checklist
Purpose
This tool was designed to help you select and open a new office location.
Done Selecting the New Location Completed Notes
Draft a Vision Statement for the New Office Enter Date
Draft Expenses Cash Flow Statement Enter Date
Draft Revenue Cash Flow Statement Enter Date
Define Key Requirements for New Location Enter Date
Complete Office Evaluation Matrix exercise Enter Date
Select Location based on Key Requirements Enter Date
Done Submitting the Proposal Completed Notes
Legal Review (terms of the lease) Enter Date
Draft Partnership or Space Sharing
Enter Date
Agreement
Submit Amended Conditions for return Enter Date

2. Submit Security Deposit Enter Date
Arrange Moving date with Property Manager Enter Date
Done Moving into the New Office Completed Notes
6 - 12 Months before the Move
Create a moving task force Enter Date
Nominate a moving coordinator Enter Date
Meet with the new property manager Enter Date
Decide on office configuration Enter Date
Chose the move day Enter Date
Identify new contractors Enter Date
Arrange installation date for all utilities Enter Date
Obtain necessary permits Enter Date
2 - 6 Months before the Move
Confirm Moving date with property manager Enter Date
Obtain quotes from movers Enter Date

3. Hire movers and check references Enter Date
Evaluate existing telephone systems Enter Date
Evaluate internet connectivity Enter Date
Test copy machines Enter Date
Test fax machines Enter Date
Test networking and server room conditions Enter Date
Upgrade existing systems where necessary Enter Date
Secure service elevator with property
Enter Date
manager
Order office furniture Enter Date
Order supplies Enter Date
1 - 2 Months before the Move
Configure seating arrangements Enter Date
Arrange employee/client parking Enter Date
Inventory and tag items at old office Enter Date
Obtain moving crates/boxes Enter Date

4. Begin packing common areas Enter Date
1 Month before the Move
Assign new phone numbers and extensions Enter Date
Notify – Change of Address Enter Date
All hands meeting (address issues) Enter Date
Confirm with property manager Enter Date
Obtain temporary storage space Enter Date
1 Week before the Move
Test existing systems where necessary Enter Date
Provide secure access to employees Enter Date
Update employee contact information Enter Date
Update website with new location Enter Date
Employees must pack personal space Enter Date
All hands meeting about the move Enter Date
Provide directions for employees and clients Enter Date

5. Inspect the new building Enter Date
On Moving Day
Complete final walk through/take possession Enter Date
Clean out old office Enter Date
Move office furniture to new location Enter Date
Prepare for expected shipments (supplies,
Enter Date
etc)
Collect old access cards Enter Date
Add to tasks as required Enter Date
Add to tasks as required Enter Date
Add to tasks as required Enter Date
Add to tasks as required Enter Date
Done Post Move Checklist Completed Notes
Schedule orientation session Enter Date
Check mail at old office periodically Enter Date
Schedule training as required for new facility Enter Date

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