Form library · Facilities and maintenance
Office move checklist
A survey to plan and price an office move. Record the new address, move date and the access at both sites: lifts, loading bays, parking and building manager bookings. Add each room with its desks, chairs, cabinets, crates and special items, and the form totals the desks and crates. Record the IT to disconnect and reconnect, confidential waste and the actions, and film the route with the optional Walk Cam. Every question is listed below, and you can fill the live form in on this page.
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What should an office move checklist include?
An office move checklist should cover the move date and window, access at both buildings (lifts, loading bays, parking and bookings), an inventory of each room's furniture, crates and special items, IT disconnection and reconnection, what is being disposed of, confidential paper and data destruction, and setting up and checking workstations at the new office.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against HSE: display screen equipment workstation assessments, ICO: a guide to data security and HSE: manual handling at work.
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Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.
Want to see one filled in? See a completed office move report (PDF), made by SiteSurvey from a fictional site visit.
Every question in the office move template
An office move and relocation survey: both sites and access, each room's furniture, IT and crates, IT disconnection and reconnection, confidential waste, the move plan and workstation set-up at the new site. 4 sections and 42 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Sites and access
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Survey date*Date
- TimeTime
- Surveyed by*Short answer
- New site address*Short answer
- Planned move dateDate
- WhenChoose one
- Working hours
- Evening
- Weekend
- Access at the current siteTick all that apply
- Goods lift
- Passenger lift only
- Stairs only
- Loading bay
- Parking for the vehicle
- Building manager booking needed
- Current site: lift door clear width (mm)Number
Measuring from a photo gives an estimate. Use a tape or laser where the figure matters.
Shown only when the answers above make it relevant - Current site: lift door clear height (mm)NumberShown only when the answers above make it relevant
- Current site: lift car depth (mm)NumberShown only when the answers above make it relevant
- Access at the new siteTick all that apply
- Goods lift
- Passenger lift only
- Stairs only
- Loading bay
- Parking for the vehicle
- Building manager booking needed
- New site: lift door clear width (mm)Number
Measuring from a photo gives an estimate. Use a tape or laser where the figure matters.
Shown only when the answers above make it relevant - New site: lift door clear height (mm)NumberShown only when the answers above make it relevant
- New site: lift car depth (mm)NumberShown only when the answers above make it relevant
- Walk Cam: office move surveyWalk Cam video with voice-to-text
Optional. Film a guided walk-through on the SiteSurvey app.
Rooms and contents
- RoomsRepeat for each room. Each one asks:
- Room*Short answer
- DesksNumber
- ChairsNumber
- Cabinets and pedestalsNumber
- Crates neededNumber
- Special or large items (safes, plants, artwork, AV)Notes
- ContentsChoose one
- Move
- Dispose or recycle
- Mixed
- PhotosPhotos
- Desks in totalWorked out by the form
- Crates in totalWorked out by the form
IT and confidential waste
- Workstations to disconnect and reconnectNumber
- Is there a server or comms cabinet to move?Yes or No
- Who disconnects and reconnects ITShort answer
- Is there confidential paper or data to destroy?Yes or No
- CheckUse a secure shredding or data destruction service and keep its certificate. The ICO's security guidance includes how paper and electronic waste holding personal data is disposed of.Shown when “Is there confidential paper or data to destroy?” is Yes
- GuidanceFor staff who use display screen equipment daily for an hour or more at a time, HSE says employers must do a workstation assessment, and again when a new workstation is set up or an existing one is changed. Plan to check each workstation at the new site after the move.
Actions and sign-off
- Are further actions needed?Yes or No
- Further actionsRepeat for each action. Each one asks:Shown when “Are further actions needed?” is Yes
- What needs doing?*Notes
- PriorityChoose one
- Urgent
- High
- Medium
- Low
- Who will do it?Short answer
- Due dateDate
- StatusChoose one
- Open
- In progress
- Completed
- Inspector name*Short answer
- Position or companyShort answer
- Inspector signatureSignature
- CheckSigning records what was found on the day. It does not make unsafe equipment safe or replace a thorough examination, design check or service by a competent person.
See it filled in
A completed office move report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Office move FAQs
Does the form count the crates?
Yes. Enter the desks and crates needed for each room and the form shows the totals, which helps size the crew and vehicles.
What about confidential paper and data?
Use a secure shredding or data destruction service and keep its certificate. The ICO's guide to data security includes how paper and electronic waste holding personal data is disposed of. The form shows a note when there is confidential material.
Do workstations need checking after the move?
For staff who use display screen equipment daily for an hour or more at a time, HSE says employers must do a workstation assessment, and again when a new workstation is set up or an existing one is changed. So plan to check each workstation at the new site.
What about heavy items?
Record safes, plants, artwork and AV as special items so they get the right equipment and crew. HSE says employers must avoid hazardous manual handling so far as reasonably practicable, and assess and reduce the risk of any that cannot be avoided.
Can I film the building?
Yes. The optional Walk Cam guides you to film the route from the furthest room to the vehicle and each room's contents.
Who uses this?
Office removals firms, facilities managers and office managers planning a relocation.
Related
Related templates
Templates that go with the office move form
A home removals survey and moving inventory: both addresses and access, each room's contents as a space with large and fragile items, volume, packing, dismantling, storage, insurance value and the customer's signature.
Signed record of IT equipment issued to or returned by a member of staff: each item, serial number, condition, setup or leaver checks and both signatures.
A workstation assessment with equipment, posture and work-pattern checks, user concerns, assessor review, adjustments and follow-up evidence.
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