Opening & Closing a Field Office – Washington, DC – April 2014

April 23, 2014

University of California, Washington Center

Washington, DC

Instructor: Bill LesterVicki Tsiliopoulos


Opening or closing an office may have many logistical, legal, financial, and staffing related implications. Save your organization time and money and avoid many of the obstacles that organizations face.

Join us at this annual one-day workshop where we will provide practical, how-to guidance and many lessons learned by practitioners with hands-on experience in both opening and closing an office. A complete manual, templates, checklists, and procedural documents will be provided.

Get your questions answered

  • What are best practices when opening an office in a new country?
  • How do you find local legal representation, set up a bank account, or find a technology provider?
  • When closing an office, who should be involved? What do we do with our equipment?
  • What are some helpful strategies for managing an unexpected office opening or closing?
  • What are some of the obstacles most often faced by our local national staff when opening or closing an office?

Program Content

This workshop will include topics on:

  • Approval for the Office
  • Legal Representation and Registration
  • Security & Site Selection
  • Budgeting, Procurement, Insurance
  • Staffing
  • Technology & Communications
  • The Unplanned Office
  • Post Opening Review
  • Project and Emergency Office Closings
  • Disposition of Fixed Assets
  • Leases, Vendors, Records
  • Employee Contract Obligations

Learning Objectives

  • Understand critical elements in opening and closing an office
  • Learn key pain points in the process and the steps to document your organizational lessons learned as part of an operational knowledge management strategy
  • Develop and/or improve your organizational standard operating procedures for opening and closing a field office

Who Should Attend?

This workshop is designed for staff members who have operational responsibilities for opening and/or closing a field office. The course level is intermediate. No advance preparation is required. No prerequisites.

For more information: