Published on:

28 March 2024

Updated on:

11 April 2024

Read time:

7 minutes

Cyril Parsons

Chairman

When embarking on an office relocation or refurbishment project, one of the first and most critical steps is assembling your project team.

This includes both internal stakeholders within your organisation and external specialists who will guide you through the process. Taking the time to carefully select this team and clearly define their roles can make all the difference in achieving a successful outcome.

The in-house project coordinator

Every office move or redesign needs an internal champion. This is typically a senior-level employee who has the authority to make decisions, manage budgets, and serve as the primary point of contact for the project.

When selecting your project coordinator, look for someone with previous experience managing complex initiatives. They should be organised, detail-oriented, and able to communicate effectively with colleagues at all levels of the organisation. This role requires a significant time commitment, so it's important to choose someone who can dedicate the necessary bandwidth without letting their regular responsibilities slip. The project coordinator will be responsible for:

  • Developing the project brief and goals. Often called the “employers requirements”
  • Selecting and managing external consultants
  • Overseeing budgets and timelines
  • Making key decisions and escalating issues as needed
  • Communicating progress to senior management and the wider organisation

Depending on the size and scope of your project, the coordinator role can be a full-time job. It is essential to give this person the support and resources they need to be successful. This includes providing them with decision making authority, access to necessary information, and a direct line of communication to company leadership.

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Building your internal team

In addition to the project coordinator, you'll need to assemble a cross-functional team of internal stakeholders to provide input and expertise throughout the process.

The exact makeup of your internal team will depend on your company's size, structure, and unique needs. The goal is to bring together a group of subject matter experts who can provide strategic guidance and ensure the project delivers maximum value to the organisation. This group should include representatives from:

Human Resources

Your HR team can provide valuable insights into headcount projections, workforce demographics, and cultural considerations that will impact the office design. They can also help manage communication with employees and ensure the project aligns with your overall people strategy.

IT

Technology is the backbone of the modern workplace. Your IT team will need to be heavily involved in the planning process to ensure the new office can support your company's current and future technology needs. This includes everything from network infrastructure and equipment to audiovisual capabilities and cybersecurity protocols.

Finance

The finance department will play a key role in developing and managing the project budget. They can help create project budgets, secure the necessary funding, and monitor expenses throughout the process to keep things on track.

Operations

Your operations team can provide insights into how your company currently uses space and where improvements can be made. Focusing on issues like workflow, collaboration, and productivity.

Marketing

If you're planning to use your new office as a branding opportunity, involve your marketing team early on. They can help ensure the design aligns with your company's visual identity and messaging.

Facilities

Your facilities team will be key partners in both the planning and execution phases. They can provide valuable information about your current space utilisation and maintenance costs, as well as oversee the logistics of the move itself. It is the facilities team who will be required to care for the office long term, hence it makes sense to involve them early.

Assembling a strong internal team is the cornerstone of any successful office relocation or refurbishment project. This team serves as the beating heart of the project, ensuring that it stays true to the company's vision, culture, and values every step of the way.

Cyril Parsons, Chairman

Hiring a commercial agent

One of the first external consultants you'll want to bring on board is an agent, also known as a corporate real estate advisor. This is a commercial real estate agent who specialises in representing tenants (as opposed to landlords) in the leasing process.

Your agent will be responsible for:

  • Conducting a needs assessment to understand your space requirements
  • Researching potential properties that align with your criteria
  • Scheduling and leading site tours
  • Negotiating lease terms and pricing on your behalf
  • Coordinating legal teams to review and finalise the lease agreement
  • Providing market insights and strategic guidance throughout

A good agent can save you significant time and money by leveraging their market knowledge, relationships, and negotiation skills. They can also help you avoid common pitfalls and ensure you're getting the best possible deal on your new space.

When selecting an agent, look for someone with extensive experience in your target market and a track record of successfully representing tenants in your industry. They should take the time to thoroughly understand your business goals and be proactive in bringing creative solutions to the table. Some key questions to ask when interviewing potential agent:

  • How long have you been practising in this market?
  • How many transactions have you completed in the past year?
  • What experience do you have working with companies in our industry?
  • What is your process for identifying and evaluating potential properties?
  • How do you approach lease negotiations?
  • What are common challenges you see / how can you navigate them?
  • Can you provide references from past clients?
  • What is your fee structure?

External Project Managers (optional)

Depending on the complexity of your relocation or office refurbishment, you may want to consider hiring an external project manager to oversee the process from start to finish. This can be especially beneficial if you don't have a dedicated in-house resource with the necessary time and expertise to manage the project full-time.

An external project manager can provide valuable support and guidance throughout the entire project lifecycle, from initial planning and budgeting to design, construction, and move-in. They can serve as the primary liaison between your internal team and all the external consultants and contractors, ensuring everyone stays on track and aligned with your goals. Some key responsibilities of an external project manager include:

  • Developing and managing project schedules and budgets
  • Coordinating and leading meetings with internal stakeholders and external partners
  • Monitoring progress and identifying potential risks or roadblocks
  • Providing regular updates and status reports to leadership
  • Managing change orders and resolving issues as they arise
  • Ensuring all necessary permits and inspections are obtained
  • Overseeing the move-in process and final punch list items

When selecting an external project manager, look for someone with extensive experience managing projects similar in scope and complexity to yours. They should have a proven track record of delivering projects on time and within budget, as well as strong communication and problem-solving skills. Some additional criteria to consider:

  • Industry-specific expertise: Look for a project manager who understands the unique needs and challenges of your industry. For example, if you're a healthcare company, you may want someone with experience managing projects in a clinical setting.
  • Technical knowledge: Depending on the complexity of your project, you may need a project manager with specific technical expertise, such as experience with third-party sustainability certifications or audiovisual systems integration.
  • Personality fit: Your project manager will be working closely with your internal team for several months, so it's important to find someone who aligns with your company culture and communication style. Look for someone who is collaborative, proactive, and able to build strong relationships with a wide range of stakeholders.

Office design and fit out partner

Your design and office fit out partner, often referred to as a design and build team, will be responsible for designing your workspace and managing the construction process. They'll oversee all the subcontractors, ensure proper permissions are obtained, and keep the project on schedule and within budget.

When selecting your design and fit out team, it's important to look for companies that have experience working on projects similar in scope and style to yours. Ask to see case studies of their past work and speak with references about their experience working with them.

You'll also want to ensure that all members of the team are properly licensed and insured. Request copies of their credentials and insurance certificates upfront.

Finally, pay attention to the chemistry and communication style of the project team. You'll be working closely with these people for several months, so it's important that you feel comfortable with them and confident in their abilities.

At Office Principles, we have built a reputation as a trusted partner for companies undergoing office relocations and refurbishments. With our extensive experience and deep understanding of the market, we are uniquely positioned to guide our clients through every stage of the process.

Cyril Parsons, Chairman

The importance of building a strong team

Relocating or renovating an office is a complex undertaking with many moving parts. Having the right team in place from the start can help ensure a smooth and successful process.

By investing time upfront to carefully select your in-house project coordinator and internal stakeholders, you'll lay the foundation for effective decision-making and communication throughout the project lifecycle. And by partnering with experienced external consultants, like Office Principles, you can tap into valuable expertise and resources to help you navigate the challenges and opportunities of your new space.

Remember, your office is more than just a place to work – it's a reflection of your company culture and values. By assembling a strong project team, you can create a space that not only meets your functional needs but also inspires and motivates your employees for years to come.

Meet the Author

A founding partner of Office Principles, Cyril has over 30 years’ experience in workplace design and has been instrumental in the success of the business and its positioning as a leading workplace consultancy. An author of white papers and a renowned industry speaker, who regularly hosts his own popular seminars and webinars, thought leader Cyril’s book on office relocation and fit out, The Black Book, is currently on its fourth edition.