Starting a new office can feel overwhelming—but when you break it down step by step, everything becomes manageable. You’ll save time, reduce stress, and make sure your systems are solid from day one. Whether you're setting up your very first workspace or expanding your team, this checklist will walk you through all the essentials you need to launch with confidence.
Internet & Network Setup
This is your foundation. Don’t cut corners here.
- Choose a business-grade internet plan — especially if you rely on cloud tools or have multiple users.
- Use a high-quality router (and a separate modem if needed).
- Set up a secure Wi-Fi network for employees and a separate guest network for visitors.
- Run wired Ethernet to key devices like desktops or servers for faster, more stable performance.
Workstations & Devices
Think about what each person needs to do their job.
- Laptops vs. desktops — pick based on mobility.
- Accessories: monitors, keyboards, docking stations, webcams, headsets.
- Printers and scanners (if you're still using paper).
- Surge protectors or UPS battery backups to protect devices.
- Stick to the same brands and models where possible—it makes support and future replacements easier.
Phones & Communication Tools
Decide how your team will handle calls, messages, and meetings.
- Choose between desk phones, softphones, or mobile VoIP apps.
- Use Google Workspace or Microsoft 365 for email and calendars.
- For video calls: Zoom, Microsoft Teams, or Google Meet.
- Need texting? Use platforms with shared SMS inboxes so your team can collaborate on replies.
File Storage & Sharing
Avoid storing important files on someone’s desktop.
- Use cloud storage like Google Drive, Dropbox, or OneDrive.
- Set up a clear folder structure from the start.
- Set permissions based on job roles—only give access to what’s needed.
- Don’t forget backups—do both cloud and offline backups.
Security & Protection
Even small businesses need strong protection.
- Use business-grade antivirus and firewall solutions.
- Turn on automatic updates for all systems.
- Require strong passwords and 2FA for all accounts and devices.
- Use screen timeouts and password prompts.
- If you handle customer or payment data, look into compliance and encryption.
Software & Apps
Know what your business actually uses day-to-day.
- Accounting software
- CRM
- Project management tools
- Invoicing and payment systemsTime tracking and HR tools
- Look for bundled solutions to minimize the number of tools you need to manage. Less is more.
Backup & Data Recovery
Don't skip this. It's not optional.
- Use automated cloud backups for critical data.
- Consider image-based backups for full system recovery.
- Test your backups quarterly—don’t assume they work.
- Keep at least one backup copy offline or in another location.
Onboarding & Documentation
Make it easy for new hires to hit the ground running.
- Create a tech setup checklist for new employees.
- Document Wi-Fi passwords, printer locations, and shared drive access.
- Track who’s assigned what equipment.
- Set up an offboarding checklist to revoke access and change passwords when someone leaves.
Maintenance & Support
Technology doesn’t take care of itself.
- Schedule regular updates and system checks.
- Keep spare equipment on hand (chargers, cables, keyboards, etc.).
- Decide who handles tech issues—someone in-house or an external IT partner.
Final Walkthrough
Before you go live, test everything.
- Can everyone log in?
- Are the printers, phones, scanners, and video calls working?
- Are backups running as expected?
- Is anything missing, slow, or unreliable?
Catch and fix it now—before your business depends on it.
Enter your text here...
If you're a small business in the DC, Maryland, or Virginia area, and you need help getting any of this off the ground, we’ve got you. At Koroma Tech, we specialize in helping small offices like yours set up the right way—so you can focus on your business, not your tech.