Office Relocation Project Intake Form

Streamline Your Office Move With This Complete Relocation Intake Form

Office relocations are complex projects that require careful coordination across departments, timelines, IT infrastructure, and physical assets. Whether you're moving a single team to a new floor or relocating an entire company to a new building, having a structured intake process is essential for success.

This Office Relocation Project Intake Form is designed for facilities managers, office managers, operations teams, and HR professionals who need to gather comprehensive information at the start of any office move project. Instead of juggling email threads, spreadsheets, and endless meetings, this form centralizes all the critical details in one place—from current and new location specifics to department-by-department move schedules, IT equipment inventories, and furniture disposal needs.

Why Use Paperform for Office Relocation Planning?

Paperform transforms what could be a chaotic intake process into a smooth, professional experience. The document-style editor lets you create a form that feels organized and easy to navigate, while powerful conditional logic ensures stakeholders only see questions relevant to their specific move requirements.

Built for Facilities & Workspace Teams:

• Centralized information capture – Gather all relocation details in one submission instead of chasing down information from multiple departments
• Structured planning – Collect timelines, priorities, and special requirements upfront to avoid last-minute surprises
• IT & asset tracking – Document equipment, furniture, and technology that needs to be moved, stored, or disposed of
• Department coordination – Plan move schedules department by department to minimize business disruption
• Professional presentation – Create a branded form that matches your company's standards and reassures stakeholders that the move is well-organized

Automate Your Relocation Workflow With Stepper

Once you've captured the relocation details, Paperform integrates seamlessly with Stepper—an AI-native workflow automation platform—to turn each submission into a coordinated project. You can automatically:

• Create project tasks in your project management tool (Asana, Monday.com, ClickUp) with all the relocation details
• Notify facilities, IT, HR, and department heads based on their responsibilities
• Generate move checklists and timelines customized to each department
• Schedule follow-up reminders for key milestones (permits, vendor bookings, move day coordination)
• Update your internal knowledge base or wiki with new office layouts and desk assignments

This means your facilities team can focus on executing the move rather than managing spreadsheets and email chains.

Who This Template Is For

This template is ideal for:

• Facilities managers coordinating office moves, floor changes, and space reconfigurations
• Office managers overseeing day-to-day operations and ensuring minimal disruption during relocations
• Operations teams responsible for vendor management, logistics, and timeline coordination
• HR professionals managing employee communication and desk assignment changes
• Property managers handling tenant relocations in commercial buildings
• Corporate real estate teams planning multi-site or large-scale office consolidations

Key Features of This Template

This comprehensive intake form includes:

• Current location details – Document the existing office address, square footage, and layout
• New location information – Capture details about the destination space, move-in date, and accessibility
• Timeline requirements – Set move dates, preferred timing, and critical deadlines
• Department-by-department planning – Schedule moves by team to minimize disruption and maintain business continuity
• IT equipment inventory – Track computers, servers, phones, printers, and networking equipment
• Furniture & asset management – Identify items to move, dispose of, donate, or place in storage
• Special requirements – Note sensitive equipment, security needs, or items requiring professional movers
• Budget considerations – Understand financial constraints and approval requirements

Create Forms That Feel Like Your Brand

With Paperform's flexible design options, you can customize this template to match your organization's visual identity. Choose fonts and colors that align with your brand guidelines, add your company logo, and adjust the layout to feel professional and approachable. Whether you're a corporate enterprise or a growing startup, the form will feel like a natural extension of your internal systems.

Trusted by Operations Teams Worldwide

Paperform is trusted by over 500,000 teams globally and is SOC 2 Type II and GDPR compliant—ensuring your relocation data is captured securely and handled with care. With powerful integrations to tools like Google Sheets, Slack, Airtable, and project management platforms, your relocation intake form becomes the foundation of a well-coordinated move.

Ready to simplify your next office relocation? Start with this template and customize it to fit your organization's specific needs. With Paperform and Stepper working together, you'll turn move intake into a streamlined, automated process that keeps everyone informed and on schedule.