Moving Coordination
STAGE 1: NEEDS ASSESSMENT
MORNING
- Assess with client the scope of the project: Look at the space, determine what needs to be done, and tailor a plan-of-action specific to individual client needs
- Rate:
- Research and interview movers (at least three different companies)
- Plan for cable, phones, internet accessibility, and utilities in new home
- Send out change of address letters and update credit card companies, etc., with new contact information
- Research and make arrangements for appraisals, sale, and donations of items client no longer wants
- Coordinate moving day logistics regarding parking for moving truck, reserving of elevator, insurance coverage, etc.
- Coordinate the sending out of moving announcements
- (usually 2-3 days, or 16-24 hours)
- Organize rooms in home or personal belongings before packing them (i.e., files, paperwork, clothes, toiletries, etc.) if necessary
- Tag items for new home, storage, trash, tag sale
- Organize tag sale, if requested
- Plan where items will go in new home
- (plan at least 1-1.5 days per room, or 8-12 hours per room)
MORNING
- Oversee movers and supervise packing (in order for client’s belongings to be covered by insurance, all items must be packed by movers)
- Act as owner’s liaison with movers and other vendors/delivery people, troubleshoot issues as they arise
- Supplement packing inventory with additional information that facilitates unpacking
- Project Coordinator and assistant (we’ll probably assign two) for at least 5 hours
- Oversee unloading of truck and check inventory to be sure all boxes are delivered
- Route boxes to appropriate rooms
- Unpack boxes and organize items into closets, cabinets, and storage units
- Guide client in signing of invoice and claims for any damage
- Break down boxes and prepare for garbage pick up –leave with 80% of garbage

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