Office Mover Templates

Office Mover Templates

There is a huge number of templates that someone in the Office Mover role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Office Mover. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Office Relocation Checklist
2. Inventory Spreadsheet
3. Moving Quote Template
4. Office Floor Plan Template
5. Equipment Disposal Form
6. Employee Relocation Schedule
7. Packing Labels Template
8. Furniture Inventory Spreadsheet
9. Office Move Communication Plan
10. Post-Move Evaluation Form

Reports

Reports are often prepared by a Office Mover to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Inventory Report
2. Customer Satisfaction Report
3. Revenue and Expenses Report
4. Equipment Maintenance Report
5. Employee Performance Report
6. Project Progress Report
7. Safety Compliance Report
8. Supplier Performance Report
9. Client Retention Report
10. Workplace Efficiency Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Office Mover does and how they do it.

1. Office Inventory Checklist
2. Furniture Disassembly Guide
3. Packing Materials Checklist
4. Office Layout Plan
5. Loading and Unloading Procedures
6. Vehicle Inspection Checklist
7. Office Equipment Setup Guide
8. Safety Guidelines for Moving
9. Communication Plan for Clients
10. Post-Move Evaluation Form

Presentations

Office Mover presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Client Satisfaction Survey Results
3. Project Status Update
4. Team Training and Development Plan
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Office Mover needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Lease Agreement Template
2. Non-Disclosure Agreement Template
3. Employment Contract Template
4. Service Agreement Template
5. Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Office Mover ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

Setting up Office Mover calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Planning Calendar
2. Employee Schedule Calendar
3. Project Timeline Calendar
4. Equipment Maintenance Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Office Mover invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Office Moving Invoice
2. Furniture Delivery Invoice
3. Packing and Unpacking Services Invoice
4. Storage and Warehousing Invoice
5. Specialized Equipment Rental Invoice

Survey Templates

For a Office Mover to get insights related to the work they do, they need to send out Office Mover surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Office Space Assessment Survey
4. Equipment and Supplies Inventory Survey
5. Safety and Security Evaluation Survey

Meeting Agendas

Having premade Office Mover meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Project Kick-off Meeting
3. Weekly Progress Review Meeting
4. Safety and Training Meeting
5. Monthly Performance Evaluation Meeting

Budget Templates

To manage finances well, a Office Mover would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Transportation Budget Template
4. Equipment Maintenance Budget Template
5. Employee Payroll Budget Template

Dashboards

Dashboards are a useful way for a Office Mover to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Inventory Management Dashboard
4. Employee Performance Dashboard
5. Project Progress Dashboard

Proposal Templates

For bidding or requesting work, a Office Mover needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Office Relocation Proposal
2. Warehouse Expansion Proposal
3. IT Equipment Upgrade Proposal
4. Furniture Installation Proposal
5. Storage Solutions Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Office Mover templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.