Office Opening Checklist

1. Office Opening Checklist Office Opening ChecklistPurposeThis 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 DateDone 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 DateDone 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 Submit Security Deposit Enter Date Arrange Moving date with Property Manager Enter DateDone 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 DateEvaluate existing telephone systems Enter DateEvaluate internet connectivity Enter DateTest copy machines Enter DateTest fax machines Enter DateTest networking and server room conditions Enter DateUpgrade existing systems where necessary Enter DateSecure service elevator with property Enter DatemanagerOrder office furniture Enter DateOrder supplies Enter Date 1 - 2 Months before the MoveConfigure seating arrangements Enter DateArrange employee/client parking Enter DateInventory and tag items at old office Enter DateObtain moving crates/boxes Enter Date Hire movers and check references Enter DateEvaluate existing telephone systems Enter DateEvaluate internet connectivity Enter DateTest copy machines Enter DateTest fax machines Enter DateTest networking and server room conditions Enter DateUpgrade existing systems where necessary Enter DateSecure service elevator with property Enter DatemanagerOrder office furniture Enter DateOrder supplies Enter Date 1 - 2 Months before the MoveConfigure seating arrangements Enter DateArrange employee/client parking Enter DateInventory and tag items at old office Enter DateObtain moving crates/boxes Enter Date

4. Begin packing common areas Enter Date 1 Month before the MoveAssign new phone numbers and extensions Enter DateNotify – Change of Address Enter DateAll hands meeting (address issues) Enter DateConfirm with property manager Enter DateObtain temporary storage space Enter Date 1 Week before the MoveTest existing systems where necessary Enter DateProvide secure access to employees Enter DateUpdate employee contact information Enter DateUpdate website with new location Enter DateEmployees must pack personal space Enter DateAll hands meeting about the move Enter DateProvide directions for employees and clients Enter Date Begin packing common areas Enter Date 1 Month before the MoveAssign new phone numbers and extensions Enter DateNotify – Change of Address Enter DateAll hands meeting (address issues) Enter DateConfirm with property manager Enter DateObtain temporary storage space Enter Date 1 Week before the MoveTest existing systems where necessary Enter DateProvide secure access to employees Enter DateUpdate employee contact information Enter DateUpdate website with new location Enter DateEmployees must pack personal space Enter DateAll hands meeting about the move Enter DateProvide 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 DateDone 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 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 DateDone 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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