Step 1 - Needs Analysis - (120-60 days out)
Move-in date
Size (Square feet)
Layout
Budget
Location
Special needs
Expansion options
Renewal options
Step 2 - Logistics - (90-60 days out)
Attain financials
Complete representation letter
Send out initial request (RFP's)
Establish a tour date
Step 3 - Initial Tour & Request Proposals "RFP" - (70-45 days out)
Tour 5 best sites
Narrow list to 3 sites
Review "RFP"
Step 4 - Review Proposals - (60-45 days out)
Start space planning
Counter proposals
Review lease documents and legal counsel (if necessary)
Step 5 - Lease Execution & Preparing to Move - (45-30 days out)
Have leases executed
Have vendors ready
Phone system & Bell South
Moving company
Printer (stationary & business cards)
Notify suppliers (business machines, post office)
Notify customers & employees
Step 6 - Punch out & Follow Up - (0 days out)
Tour completed space 3 days prior to move in
Establish a moving coordinator & date (Saturday?)
Attain & record lease documents