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How to Use This Planner: Every move is different, but this planner lays out the key steps. Each task can be
assigned to a "Task Owner" and you can add "Comments and "Due Dates" . Major items are highlighted in Red.
For a customized version of this plan or a full move consultation, please contact Mike at mike@rofo.com
GETTING STARTED:
Think about how space should be organized to encourage teamwork and business
processes
Define Space needs & Create Basic "Design Program":
-List all staff / staff groups & correspond space requirements (including number of private
offices).
- List all common area requirements: Reception, Meeting Rooms, Lounges, Storage
Areas, etc.
Develop a rough budget based on needs in new space (Contact QuickMove Vendors for
early estimates)
Tour properties
Decide on space
Review current state of space and negotiate fit out allowances with landlord
Finalize lease
Get a space plan from your landlord in digital format
If your space does not require significant construction - you may skip to Carpet & Flooring Section
Architecture
Interview Architects: provide floorplans, "Design Program" and ideally photos of spaces to
emulate
Selected Architect begins design work
Check that space plan meets fire code and ADA standards
Plans approved plans to serve as basis for fit-out/furniture bids
General Contractors
Invite General Contractors to visit site for preliminary estimates
Develop Fit Out specification (Flooring , Partitions & Doors, Ceilings, Lighting, Decoration
(painting), Plumbing, Electrical)
Send construction drawings and specifications to General Contractors for quote
Select General Contractor & Agree completion schedule
Construction Commences
Flooring & Painting contractors can be managed by a General Contractor for a reasonable fee
Carpet & Flooring
Ask your landlord for a flooring allowance which you can put toward the carpet of your
choice.
Schedule walk throughs with Flooring Vendors. Provide rough estimate of square footage
& highlight any "wet areas" or special flooring requirements
Finalize Carpet / Flooring Install Date (Coordinate with Painting & Furniture
schedule)
Painters
Contact Painters
Select Painter and finalize scheduling: agree painters will return after carpet installed for
any necessary touch ups
Furniture
Prioritize furniture spend ( how important is design of office for attracting staff and
customers? Are there certain areas that need to make more of an impact? How long will
furniture need to last?)
Inventory any existing furniture to be re-used in new space & create initial list of new
furniture needed
Review options: new furniture vs. Pre-Owned vs. Rental
Contact furniture vendors to create layouts for new and existing furniture and provide
price quotes
Ask preferred furniture vendors to define "Typical" desk, chair and storage spec for easy
price comparison
Review desk lighting requirements
Review Electrical & Cabling requirements for furniture
Select furniture vendor
Finalize furniture order & Agree Installation Dates (Coordinate with Construction &
Carpeting, & Cabling Schedules)
Explore Refurbishing of existing furniture & Arrange to sell/discard obsolete furniture
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QuickMove Planner
How to Use This Planner: Every move is different, but this planner lays out the key steps. Each task can be
assigned to a "Task Owner" and you can add "Comments and "Due Dates" . Major items are highlighted in Red.
For a customized version of this plan or a full move consultation, please contact Mike at mike@rofo.com
Get Connected.
IT Consulting
Review Lease for special IT Needs including vented doors, cable riser access, etc.
(consider engaging an IT Consultant).
Determine server room layout and design
Plan network infrastructure design
Inventory existing network & computer equipment
Order new network equipment
Develop contingency plan for data comm issues during /after move
Move equipment and set up network at new location (Contact IT Consultant if assistance need)
Order Voice & Data Lines (T1 or other): NOTE typical provisioning time is 6-8 weeks
Finalize Phone Numbers (main and direct dial numbers)
Phone Systems
Review phone equipment needs - is new system required or can old system be moved
Determine # of phones and other extensions required (include faxes, conference room
phones, etc)
Contact QuickMove Telephone System Partners to review Phone System and Voice Mail
Options
Evaluate case for VOIP - will likely make sense only if you are connecting multiple
locations
Select Telephone & VoiceMail system
Notify existing telecom vendor of move schedule
Contact QuickMove partners for Print-Audit: determine which machines can be combined
Determine location printers /faxes / scanners /copiers at new location
Review dedicated power requirements for copiers or high volume printers
Order new printers, faxes
Arrange to sell/recycle surplus equipment
Finalize Move Scheduling Details (coordinate with furniture, carpet install, and providers)
Page 2 of 5
QuickMove Planner
How to Use This Planner: Every move is different, but this planner lays out the key steps. Each task can be
assigned to a "Task Owner" and you can add "Comments and "Due Dates" . Major items are highlighted in Red.
For a customized version of this plan or a full move consultation, please contact Mike at mike@rofo.com
Packing up
Distribute packing instructions to employees & Schedule Purge Day
Conduct purge day for employees
Order paper towels, Windex, dish soap, sponge, extra waste baskets
Schedule delivery/distribution of boxes, labels, and other packing materials
Boxes, labels and packing materials delivered
Employee personal items fully packed
Pack break areas (prep refrigerators, microwaves, furniture, etc.)
Pack file cabinets, supply cabinets, mail slots
Empty and defrost refrigerator at old location
Check space for items that have been left behind to insure all good items have been
moved
Page 3 of 5
QuickMove Planner
How to Use This Planner: Every move is different, but this planner lays out the key steps. Each task can be
assigned to a "Task Owner" and you can add "Comments and "Due Dates" . Major items are highlighted in Red.
For a customized version of this plan or a full move consultation, please contact Mike at mike@rofo.com
Follow Up:
Complete and file all warranty information for new furniture / equipment
Update website with new contact information
Remove room numbers and labels from all furniture and equipment
Ensure that all building maintenance has been scheduled
Periodically visit old site to pickup mail
Arrange for the touch-up/repair of anything damaged in the move
Review/approve contractors invoices
Schedule training for security, fire, and life safety for new building
Update fixed asset accounting system for new furniture/ equipment
Update asset tags on furniture
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QuickMove Offers
Be sure to ask all providers for special offers and discounts for Rofo Customers.
Questions? Contact: rachel@rofo.com
Furniture
The SteelCase Store Free Space Planning
http://store.steelcase.com/go/rofo 10% Off Any purchase under $5K
20% Off Any purchase over $5K
Web Hosting
Softlayer.com
George Karidis
(214) 4420625
gkaridis@softlayer.com
Cbeyond Communications
Greg Clay $100 Rebate for Rofo customers. Plus
866-424-5544 Cbeyond service LA, Orange County, San Diego
Cbeyond will waive installation charges and
and other Southern California Cities
Greg.Clay@cbeyond.net provide up to $495 in service credits.
Movers
Graebel
Kian Holstead Free site survey and estimate
(800) 373-6552 within 24 hours of your call.
kholstead@graebel.com
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