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Robert S. "Bob" Lowery- Business Moving Checklist
                                                        Tenant Representation
                                                                                                 Date Req'd   Responsibility   Status   Date Done

Select new office location
                                    Four Months Before

Set a budget for the move

Decide what improvements you may need

Choose a move coordinator if applicable

Order new fax and phone numbers

Order new address labels

Order new furniture if required



                                     Two Months Before

Schedule the date of move

Get price quotes from several moving companies

Make an inventory checklist

Declare existing damages of your inventory

Create a floor plan of new office

     Decide what rooms are more convenient for each department, how to place the furniture and
     appliance, etc.

     Assign each employee their office or cube space

Plan moving schedule

Prepare the move schedules and instructions for your staff

Discuss the insurance during the move with your agent

Order Internet access for a new office

Begin creating a list of mail you currently receive to change the addresses soon

Begin creating a list of vendors / clients that would need to know that you've moved
Date Req'd   Responsibility   Status   Date Done
                                               One Month Before

        Inform any vendors and clients about the change of address

        Change the address on your web site

        Order New checks with address

        Order keys and access cards for new office

        Prepare cartons, moving crates and other packing materials

        Schedule Locksmith for close of business date

        Order new stationery, business cards, etc.

        Pack up some of things that are not currently in use

        Tag packed things and send them to a new location

        Check the requirements of any move permits

        Arrange disconnection of all utilities in old office

        Arrange connection of all utilities in new office


                                               Two Weeks Before

        Arrange cleaning and carpeting if required in old or new office

        Distribute the move plan to all employees

        Arrange the elevator and loading dock on the day of the move

        Cancel papers delivery

        Send change of address information to any you haven't sent to

        Assign the person to be on-site while moving

        Make a list of employees who will be and not be present during the move

        Assign somebody to pack things of absent people

        Distribute new keys and cards

        Distribute directions to the new place for employees

        Avoid important meetings on the date of the move


                                      Last Week Before Moving Day
Keep things as simple as possible this week. Avoid scheduling important client meetings; have salespeople or
account managers contact their biggest clients and warn them that they may be unavailable at times. Most of
this week will be focused on preparing to move: packing, labeling, and finishing last-minute tasks. 




This is also a great time to 'perge' your files. There is no need to move out-dated files. Go through them and
throw out any unessary information. Also, take this time to clean your computer: files, emails, etc.
Date Req'd   Responsibility   Status   Date Done
                                   Getting ready to leave the old office

       Arrange for boxes for employees

       Have plenty of boxing tape & Packing materials

       Arrange for excess garbage pick-up

       Pack up desks, personal spaces

       Ensure all items are “tagged”

       Pack up computers

       Take down systems furniture or know what should be taken down

       Remove all art, wall hangings and attached book shelves

       Map out the floor plan new location and label everything appropriately

       Inspect the new building

       Confirm all reservations and schedule


                                                 Moving Day
Moving day belongs to the movers and the move managers: keep most employees out of both offices. Only
those specifically selected to provide guidance should be on location.  


       Clean out old office

       Supervise loading and then unloading

       Arrange food for everybody helping to move

       Check unpacked things with your inventory list

       Move plants

       Celebrate this event with a welcome breakfast

       Check if all equipment is working


                                            Moving Day Essentials

       Post color coded signs in new offices for movers

       Have several copies of the Floor Plan available

       Protect main moving paths


                                              Post Moving Tasks

       Collect old keys, cards

       Periodically visit old office to pick up mail

       Hold an Open House/Grand Opening!

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Moving? Checklist for Small Businesses

  • 1. Robert S. "Bob" Lowery- Business Moving Checklist Tenant Representation Date Req'd Responsibility Status Date Done Select new office location Four Months Before Set a budget for the move Decide what improvements you may need Choose a move coordinator if applicable Order new fax and phone numbers Order new address labels Order new furniture if required Two Months Before Schedule the date of move Get price quotes from several moving companies Make an inventory checklist Declare existing damages of your inventory Create a floor plan of new office Decide what rooms are more convenient for each department, how to place the furniture and appliance, etc. Assign each employee their office or cube space Plan moving schedule Prepare the move schedules and instructions for your staff Discuss the insurance during the move with your agent Order Internet access for a new office Begin creating a list of mail you currently receive to change the addresses soon Begin creating a list of vendors / clients that would need to know that you've moved
  • 2. Date Req'd Responsibility Status Date Done One Month Before Inform any vendors and clients about the change of address Change the address on your web site Order New checks with address Order keys and access cards for new office Prepare cartons, moving crates and other packing materials Schedule Locksmith for close of business date Order new stationery, business cards, etc. Pack up some of things that are not currently in use Tag packed things and send them to a new location Check the requirements of any move permits Arrange disconnection of all utilities in old office Arrange connection of all utilities in new office Two Weeks Before Arrange cleaning and carpeting if required in old or new office Distribute the move plan to all employees Arrange the elevator and loading dock on the day of the move Cancel papers delivery Send change of address information to any you haven't sent to Assign the person to be on-site while moving Make a list of employees who will be and not be present during the move Assign somebody to pack things of absent people Distribute new keys and cards Distribute directions to the new place for employees Avoid important meetings on the date of the move Last Week Before Moving Day Keep things as simple as possible this week. Avoid scheduling important client meetings; have salespeople or account managers contact their biggest clients and warn them that they may be unavailable at times. Most of this week will be focused on preparing to move: packing, labeling, and finishing last-minute tasks.  This is also a great time to 'perge' your files. There is no need to move out-dated files. Go through them and throw out any unessary information. Also, take this time to clean your computer: files, emails, etc.
  • 3. Date Req'd Responsibility Status Date Done Getting ready to leave the old office Arrange for boxes for employees Have plenty of boxing tape & Packing materials Arrange for excess garbage pick-up Pack up desks, personal spaces Ensure all items are “tagged” Pack up computers Take down systems furniture or know what should be taken down Remove all art, wall hangings and attached book shelves Map out the floor plan new location and label everything appropriately Inspect the new building Confirm all reservations and schedule Moving Day Moving day belongs to the movers and the move managers: keep most employees out of both offices. Only those specifically selected to provide guidance should be on location.   Clean out old office Supervise loading and then unloading Arrange food for everybody helping to move Check unpacked things with your inventory list Move plants Celebrate this event with a welcome breakfast Check if all equipment is working Moving Day Essentials Post color coded signs in new offices for movers Have several copies of the Floor Plan available Protect main moving paths Post Moving Tasks Collect old keys, cards Periodically visit old office to pick up mail Hold an Open House/Grand Opening!