New Office Setup Checklist for Real Estate

New Office Setup Checklist for Real Estate

Free, customisable new office setup checklist designed specifically for Australian real estate businesses. Copy, customise, and automate - built by Harvard-educated experts.

15 min
Setup time
100%
Customisable
50+
Businesses served
Free
No cost

Setup Time

15 minutes

Complexity

intermediate

Tools

Asana, Slack, Notion

Template

Copy this template and customise it for your business.

# New Office Setup Checklist - Real Estate

## Purpose
Use when opening a new office, relocating, or setting up a satellite workspace to ensure a smooth move-in.

## When to Use
A comprehensive checklist for setting up a new office or workspace including IT infrastructure, furniture, utilities, insurance, and compliance requirements.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your real estate business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Asana or Slack)

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## New Office Setup Checklist

### Lease & Legal (Owner: Business Owner / Operations Manager)
- [ ] Lease agreement reviewed by solicitor and signed
- [ ] Bond or security deposit paid
- [ ] Lease commencement and expiry dates recorded in calendar
- [ ] Make-good obligations at lease end understood and documented
- [ ] Business address updated with ASIC and ABN registration
- [ ] Council and local government requirements checked (signage permits, zoning)

### Utilities & Services (Owner: Operations Manager)
- [ ] Electricity connected and account set up
- [ ] Gas connected (if applicable)
- [ ] Water connected and tested
- [ ] Internet service ordered and installation date confirmed (allow 2-4 weeks)
- [ ] Phone system ordered or VoIP service configured
- [ ] Waste collection service arranged (general, recycling, confidential document disposal)
- [ ] Cleaning service contracted with agreed schedule

### IT Infrastructure (Owner: IT Manager)
- [ ] Network cabling installed or verified (ethernet to each workstation)
- [ ] Wi-Fi access points installed and configured with secure passwords
- [ ] Server room or IT cupboard set up with adequate ventilation
- [ ] Printer and scanner installed, networked, and tested
- [ ] Video conferencing equipment installed in meeting rooms
- [ ] UPS (uninterruptible power supply) installed for critical equipment
- [ ] Security system installed (alarm, CCTV, access cards or keypads)

### Furniture & Equipment (Owner: Operations Manager)
- [ ] Desks and ergonomic chairs ordered and delivered
- [ ] Meeting room furniture in place (table, chairs, whiteboard)
- [ ] Kitchen or breakroom equipped (fridge, microwave, kettle, dishwasher)
- [ ] Reception area furnished with appropriate signage
- [ ] Storage solutions in place (filing cabinets, shelving, lockable storage)

### Insurance & Compliance (Owner: Business Owner)
- [ ] Public liability insurance updated to cover new premises
- [ ] Contents insurance for office equipment and furniture
- [ ] Workers compensation insurance current and covering all staff at new location
- [ ] Fire safety equipment installed (extinguishers, blankets, smoke detectors)
- [ ] Emergency evacuation plan created and posted
- [ ] First aid kit stocked and first aid officer nominated
- [ ] WHS risk assessment completed for new premises

### Team Communication (Owner: Operations Manager)
- [ ] Move-in date and logistics communicated to all staff
- [ ] New address, parking, and public transport details shared
- [ ] Clients and key contacts notified of address change
- [ ] Business cards, letterheads, and email signatures updated
- [ ] Website and Google Business Profile updated with new address

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**Complexity:** intermediate | **Setup time:** 15 minutes | **Tools:** Asana, Slack, Notion

Note: This template has been tailored for real estate businesses in Australia. Adjust terminology and compliance references to match your specific context.

How to Use This Template

Follow these steps to get the most out of this template.

1

Customise the placeholder fields (marked in [brackets]) with your real estate specific business details

2

Save the customised version as a reusable template in your document management system

3

Test the new office setup checklist with a small group or internal team before full rollout

4

Review each section to ensure it matches your brand voice and requirements

5

Copy the new office setup checklist template below and paste it into your real estate preferred tool or document

Customisation Tips

Make this template your own with these recommendations.

Add industry-specific terminology and compliance language relevant to your real estate sector

Connect dynamic fields to your CRM or automation platform for auto-population

Add your company logo, colours, and branding elements where indicated

Remove any sections of the new office setup checklist that do not apply to your specific use case

Frequently Asked Questions

Frequently Asked Questions

Need This Template Automated?

Let our Harvard-educated team build this into a fully automated workflow for your business. 50+ Australian businesses already trust Clever Ops.