Office Move-In Guide

Master Template Workbook

Every template on this site in one downloadable spreadsheet — one tab per tool, ready to copy and fill in.

working draft Updated Jun 10, 2026

Master Template Workbook

Every tool on this site, in one file you can actually fill in. The pages here walk you through how to use each tracker, checklist, and email — but a web page isn’t something you can type into. This is.

⬇ Download the Master Template Workbook (.xlsx)

One spreadsheet, one tab per template, an Index tab that links to all of them. Opens in Excel, Google Sheets, Apple Numbers, or LibreOffice.

Make it yours first

  1. Save your own copy. In Google Sheets: File → Make a copy. In Excel: File → Save As. Work in the copy, not the download.
  2. Clear the example rows. Most tabs include a couple of filled-in rows to show the shape — delete them and put in your own.
  3. Start with the Open-Item Tracker. If you set up only one tab today, make it that one. It’s the master list every other tool feeds.
  4. Don’t fill in everything. Open the tabs you need this week. The workbook is a kit, not a to-do list — see the 30-Day Critical Path for what matters when.

What’s inside

All 63 templates, grouped by workstream the same way this section is:

  • Project control — Open-Item Tracker, Decision Log, Risk Register, Daily Standup Agenda, and more.
  • Intake & contacts — First 24 Hours Checklist, Vendor Directory, Workstream Owner Matrix.
  • Building — Property Manager Intake Questions, COI Tracker, Freight Elevator Reservation, and more.
  • Construction, FF&E, IT/AV, Kitchen, Move, Comms, Finance, Compliance, Hypercare & closeout, and Great workplace — every tracker, checklist, and email from those groups, too.

The ★ tabs are the “build first” starter set — the highest-leverage ones to set up on day one.

How it stays current

The workbook is a curated companion to this library — one file that collects every tool in a single, fill-in-able spreadsheet. The pages here are the living source for each tool’s how-to, and we refresh the workbook as that guidance evolves. If a tab and its page ever differ, trust the page — it’s the more current word.

Prefer to work tool-by-tool? Every page in this section has the same structure inline, plus a how-to note and cross-links. The workbook just gathers them into one file you can type into.

See the full catalog: Tools & Templates.