Office refurbishment checklist

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The smarter way to refurbish: your step by step office transformation guide

Office refurbishment guide overview

Refurbishing your office is more than a design project - it’s an opportunity to reimagine how your workplace supports your people, operations and brand. It can also be one of the most significant investments your business makes, so getting it right is essential.

If you’ve been tasked with transforming your space, the scale and visibility of the project can feel overwhelming. But you don’t need to do it all at once and you certainly don’t need to do it alone.

By breaking your refurbishment into clear, manageable stages and by engaging the right people and partners from the start, the process can be smooth, strategic and even enjoyable.

This guide is here to help you plan every step, avoid common pitfalls and make confident, informed decisions that deliver long term value for your business.

Why refurbish? Defining your office refurbishment goals

Before you jump into layouts, colours or timelines, pause to ask a crucial question: Why? Understanding the deeper reasons behind your refurbishment will shape every decision you make.

You may already have an immediate driver – like a lease renewal or a growing headcount. But it’s equally important to align your refurbishment with long term business goals. Is this an opportunity to boost employee wellbeing? Reduce carbon emissions? Attract new talent?

Common reasons to refurbish include:

Adapting to hybrid work

With many businesses adopting hybrid models, office space must now support both in person collaboration and flexible schedules. That often means rethinking space types, density and the role of the office in company culture.

Expansion or consolidation

Mergers, acquisitions or restructuring may require reconfiguring space to accommodate more (or fewer) people efficiently, without sacrificing team dynamics or employee experience.

Upgrading facilities

Outdated meeting rooms, kitchens or IT infrastructure can limit performance. A refurbishment is the ideal time to modernise your amenities and align them with today’s expectations.

Boosting morale and performance

The workplace is a reflection of company values. A well-designed office can inspire teams, create a sense of belonging and improve day to day productivity.

Meeting sustainability and compliance goals

ESG performance is now under scrutiny from investors, clients and employees. Refurbishment is a chance to cut energy usage, reduce your carbon footprint and meet evolving building regulations and environmental standards.

Reinforcing your brand and culture

Your office is a statement to your people, your clients and your future recruits. A thoughtful refurbishment can help tell your story and project a confident, forward thinking image.

Making better use of space

Underused areas? Lack of collaboration zones? Poor acoustics? Through audits and feasibility studies, refurbishment can help optimise your floorplate and make every square metre work harder.

Get stakeholders on board

A successful refurbishment hinges on its people. A well designed space should reflect how your business operates today as well as where it’s heading. That means involving the right voices early, from senior leadership to end users, to ensure the design supports strategy, operations, culture and wellbeing. Skipping this step can lead to missed opportunities, costly changes later on or a shiny new space no one wants to use.

Who to involve and why:

Leadership and executives

They set the vision, approve the budget and shape long-term business goals. Make sure the refurbishment supports future growth, brand positioning and environmental or social targets.

Facilities and operations teams

They understand how the building functions day to day. Their insight into maintenance, flow, storage and compliance requirements can save time and money down the line.

IT, AV and tech leads

Office refurbishment is the ideal moment to upgrade legacy systems, improve connectivity and integrate hybrid working tech. Involve them early to avoid retrofitting solutions later.

HR, people and culture teams

These stakeholders help align the design with employee wellbeing, inclusivity and retention strategies. They'll also support internal communication and change management.

Departmental representatives and employees

These are the people who’ll use the space every day. Their feedback on layout, collaboration needs and work patterns is essential for designing a space that works in real life – not just on paper.

Speak to your landlord before starting the refurbishment

Whether you're reconfiguring internal walls or upgrading M&E systems, any changes you make to the property will likely require landlord approval. Engaging your landlord early not only helps avoid legal or logistical roadblocks but could also unlock financial support and more favourable lease terms. A collaborative approach can turn your refurbishment into a win–win for both parties.

Key things to cover with your landlord:

Obtain a Licence to Alter

Before starting any works, you’ll need a formal Licence to Alter (LTA) - a legal document outlining what changes you intend to make and the terms under which those changes can happen. Be transparent about your plans from the start and work with your fit out partner or commercial agent to ensure the documentation is thorough, accurate and covers every detail of the proposed works.

Discuss lease negotiations

Refurbishment can increase the long term value of the space. If your plans improve building services, energy efficiency or aesthetics, your landlord may be open to:

  • Lease extensions or renegotiations
  • Reduced rent periods
  • Altered break clauses or dilapidations terms
    Use your investment as a bargaining chip - especially if you're committing to stay longer or improve the overall quality of the premises.

Explore landlord contributions

Many landlords are willing to co-invest in office upgrades, especially if it helps them retain a high-quality tenant. These capital contributions might cover part of the Cat A or Cat B works, sustainability upgrades or common area improvements - especially if your plans align with their longer term building strategy.

Review your dilapidations clause

Making major changes like adding meeting rooms or knocking down partitions might trigger dilapidations liabilities at lease end. Now’s the time to review those terms. You may be able to renegotiate obligations based on your refurbishment scope, future lease plans or agreements around reinstatement.

Ask about wider building works

Refurbishing your space while the landlord is also making major changes or upgrades could cause delays - or create opportunities. Always check if any planned works might clash with or complement your refurbishment timeline.

Refurbishment tip! If your landlord is open to it, consider involving them in early design or planning meetings. This builds trust, accelerates approvals and shows you’re investing in their asset, not just your workspace.

How to choose the right office design and build partner

Your biggest project cost will be the design and refurbishment work itself - so it pays to get expert advice early. A reputable office design and refurbishment partner will help you define your brief, carry out surveys and space audits and spot cost or space-saving opportunities from the start. They’ll also provide realistic estimates, visualise your new layout and manage planning and compliance, reducing the chance of unexpected issues later on.

Look for a partner who offers a turnkey solution, managing every aspect of your project - from initial design and feasibility through to construction, furniture, M&E, IT and aftercare.

Ask the right questions:

  • Will they manage your entire project from start to finish?
  • Do they provide space audits, feasibility studies and full cost plans?
  • Do they offer in house design, construction and mechanical and electrical (M&E) services?
  • Can they support with landlord approvals and planning permissions?
  • Are they experienced in refurbishing occupied spaces?
  • Do they offer fixed pricing and guarantee on time delivery?
  • Are they financially stable, insured and backed by a strong supply chain?
  • Will they help you meet your ESG goals and build a sustainable office?
  • Do they have in house health and safety experts?

Watch out for ‘clocked’ health & safety

If your contractor doesn’t have an in house H&S team, they’ll likely outsource this responsibility. That means site safety could depend on limited time based visits - increasing the risk of accidents and liability. Always choose a partner with dedicated H&S professionals on staff.

For more advice, see our checklist: [Choosing the right fit out partner].

How much to spend on your fit out?

The cost of refurbishment is likely to be one of the biggest single outlays your business will ever make. That’s why it’s vital to set a realistic, fully scoped budget from the outset.

Reputable suppliers should provide detailed cost estimates for free, helping you understand the full financial impact and plan accordingly.

Hidden costs to watch out for:

When building your budget, don’t just account for the design and build. Include all related expenses, such as:

Occupancy cost changes

Energy bills, maintenance and service charges may increase or decrease depending on your upgrades

Legal and professional fees

Agent fees, legal fees and landlord costs for a License to Alter

Planning permission

Including statutory application and approval costs

Insurance and fire safety

Additional premiums, risk assessments and updated evacuation plans

Design and build

Surveys, fit out works, project management and contractor fees

IT & telecoms

Equipment upgrades, server moves, cabling and secure disposal of legacy kit

Furniture

Purchase, delivery, installation and removal

Waste removal

Factor in disposal costs for general waste, documents and redundant kit

Security

If works are taking place out of hours or in a live environment, added security may be needed

Temporary storage

For equipment, files or furniture during works

Contingency

Always budget at least 10–20% extra for unforeseen costs

Dilapidations

Major alterations could increase your end of lease liabilities

M&E

HVAC upgrades can be costly. Discuss landlord contributions where possible

Sustainability and compliance

Ensure your fit out meets current building regulations and aligns with your ESG commitments, such as carbon reduction targets or EPC improvements

Don’t miss financial perks or insurance essentials

A fit out is a major investment, but it can unlock valuable tax breaks and funding if you plan smart.

Maximise tax and funding opportunities:

Capital Allowances

You can claim tax relief on qualifying spend like lighting, power, air conditioning and data cabling. More info: HMRC Capital Allowances

Energy-efficient equipment

While Enhanced Capital Allowances have been phased out, the Energy Technology List still highlights approved low-energy systems that may qualify for tax relief under standard Capital Allowances or Full Expensing schemes.

Leasing options

Spread out the cost of your design and fit out rather than paying it all upfront

Speak to an expert

Your accountant or commercial property advisor can help you identify every claimable item

Insurance must haves:

Before work begins, ensure both your business and your fit out partner are properly insured. At a minimum, check for:

  • Public Liability
  • Professional Indemnity
  • Contractors' All Risks Insurance

Refurbishment tip! Always request insurance certificates and verify that policies cover the full scope and value of your project.

Choose the right time for your refurbishment

A well-timed refurbishment can help your business upgrade its space with minimal impact on operations – but timing is everything.

An experienced office refurbishment partner will know how to keep your business running smoothly during works. Make sure to:

Discuss phasing options

What can be done during office hours, evenings or weekends?

Request case studies

Ask for examples of projects delivered in occupied spaces, with minimal disruption

Plan essential service downtimes

Power, HVAC and water shut offs should always be done out of hours or at an arranged time

Keep staff in the loop

Regular comms help manage expectations and reduce stress

Plan for ‘swing space’

You may need to temporarily rehouse teams while their area is refurbished.

  • Identify decant zones for different phases of the project
  • Prioritise adjacency - teams that work closely should remain together where possible
  • Consider shared spaces - if kitchens, toilets or meeting rooms are out of use, liaise with your landlord or other tenants for temporary access
  • Communicate clearly - give people advance notice of where they’ll be sitting and what facilities will be available

Sync calendars

When finalising your programme, check availability of key stakeholders – sign off delays can cause serious hold ups.

Refurbishment tip! If sustainability is part of your brief, plan for it from day one. Sustainable upgrades like LED lighting, recycled materials and low energy HVAC systems are cost-effective when specified from the start, but expensive if added later.

Office space planning: reimagining your workspace

A refurbishment is the perfect opportunity to unlock the full potential of your office. Think beyond your current layout - walls can be moved, zones redefined and workflows improved.

Start by treating the space as a blank canvas. Whether it’s moving desks closer to natural light or opening up collaborative areas, now is the time to make meaningful changes that support how your team works best.

Key things to consider:

Headcount and growth

How many desks or workstations do you need today and in 2–5 years? Factor in remote and hybrid work patterns, not just headcount.

Team adjacencies

Map how departments interact. Co-locating collaborating teams can increase productivity and communication.

Room types and capacities

Review what spaces you have vs. what you actually need. Common room types to evaluate:

  • Reception
  • Meeting rooms (and types: formal/informal/hybrid)
  • Private offices
  • Focus areas and breakout zones
  • Kitchens and tea points
  • Comms room and IT hubs
  • Lockers and storage
  • Toilets and showers
  • Wellness rooms, prayer rooms or mothering spaces

Access your building systems

If your project involves stripping back to shell and core, it’s the ideal time to review your HVAC and lighting systems for performance, efficiency and compliance.

Lighting

Upgrade to LED with smart controls (zoning, occupancy sensors, daylight linking).

Ventilation and HVAC

Improve indoor air quality (IAQ) and energy efficiency. Consider energy management systems (EMS) and wireless sub-metering to track performance from day one.

Shared systems

If your HVAC is shared with other tenants, confirm you're getting adequate output and explore what improvements are feasible.

Natural light

Maximise access while managing solar gain through shading or glass treatments.

Regulatory compliance

Align with current CIBSE guidance and Part L of the Building Regulations to enhance efficiency and meet legal standards.

Environmental ratings

Work towards achieving a strong Energy Performance Certificate (EPC) and, if relevant, aim for BREEAM, LEED, SKA Rating, NABERS or other sustainability certifications.

A good office design and refurbishment partner will guide you through all of this, helping you identify inefficiencies and unlock potential in your space.

Office refurbishment safety: managing risks and on site works

Even when you appoint professionals, you are still responsible for ensuring health and safety on your premises. Especially if your office will remain occupied during refurbishment, maintaining a safe environment for staff and contractors is essential.

Work with the right partner

Choose a design and fit out contractor with strong, proven health and safety procedures. Ask to review their risk assessments, site setup plans and track record on in occupation refurbishments.

Follow CDM 2015 Regulations

If your project meets certain criteria (such as lasting longer than 30 working days or involving 20+ workers), it becomes notifiable under the Construction (Design and Management) Regulations 2015:

  • Appoint a Principal Designer to manage health and safety during the design phase
  • Appoint a Principal Contractor to take responsibility for safe site practices during construction

Your chosen contractor should guide you through these obligations.

Agree on contractor logistics

Set clear expectations around how contractors operate on site. This includes:

  • Access arrangements and delivery protocols
  • Parking and vehicle movements
  • Security procedures
  • Use of welfare facilities (toilets, kitchen areas, etc.)
  • Working hours, including any out of hours requirements

Refurbishment tip! Ask to see case studies of occupied refurbishments similar to yours. A reputable contractor will be able to demonstrate how they safely delivered past projects with minimal disruption.

Build safety into the design

Plan for phased works early, so areas can be safely isolated without disrupting daily operations.

Your design partner must comply with CDM 2015 regulations, identifying and minimising risks during the design stage and clearly communicating any remaining hazards.

Ask how safety has been considered in the layout, materials and maintenance access.

Manage your move

Whether relocating temporarily or working around phased refurbishment, planning is key.

  • Confirm if refurbishment in occupation is right for your business
  • Coordinate early with your IT team and removal specialists
  • Assign someone to lead packing and decluttering - it's a great time to clear out what you no longer need
  • Ensure recycling and waste facilities are in place
  • Arrange crates, labels and storage to support smooth transitions between spaces

Design your space

Define how your office should look, feel and function.

  • Develop a layout including workstations, meeting rooms, kitchens, comms areas and M&E
  • Use mood boards and 3D walkthroughs to bring your vision to life
  • Involve your marketing team to ensure the design reflects your brand identity
  • Make sure your plans comply with:
    • The Equality Act (formerly DDA)
    • Workplace (Health, Safety & Welfare) Regulations 1992
    • The CRC Energy Efficiency Scheme (if applicable)

Focus on sustainability and energy efficiency from the outset.

Refurbishment tip! Design your layout around existing M&E where possible - relocating systems like air handling units can significantly increase costs.

Low carbon refurbishment

You don’t need a brand new building to be sustainable - there’s a lot you can do within your existing space.

  • Ask your refurbishment partner about practical sustainability upgrades
  • Prioritise energy-efficient lighting, heating and ventilation
  • Consider BREEAM®, LEED, SKARating, NABERS or other environmental certifications
  • Install sub-metering to track energy use from day one
  • Use desktop energy-saving tools to reduce IT related consumption
  • Plan for recycling stations and maximise natural light
  • Choose furniture, flooring, and fittings with recycled content
  • Specify low VOC paints and FSC certified timber for healthier, more responsible choices

Find furniture that fits

Don’t let style and cost overshadow comfort and functionality. Office furniture directly impacts wellbeing and productivity - so make sure it works for your people.

Start by reviewing what you already have. If it’s in good condition and fits the new layout, reusing it could save money and reduce waste.

If you're investing in new furniture, ask:

  • Is it ergonomic and built to last?
  • Will it support everyday tasks and tech setups?
  • Is it better to buy or lease?
  • Are delivery, assembly and warranty included?
  • Does it align with your brand and aesthetic?

Calculate your storage needs

You’ll already have a fair idea if your current storage capacity is meeting your needs. Your office refurbishment is the perfect time to calculate your exact storage requirements, especially if storage is a major problem in the existing space.

Plan for:

  • Personal storage (lockers or at desk)
  • Team storage (files, stationery, equipment)
  • Secure storage (for sensitive documents or valuables)
  • Off site archiving (for infrequent or legal-use items)

Review your tech setup

Assess whether your existing IT infrastructure effectively support your business or if it's time to upgrade.

Consider:

  • Power, data points and floor boxes
  • Printer locations
  • Comms room, cabinets and server positioning
  • Backup power solutions
  • Cabling, connectivity and wireless tech
  • Smart sub-metering to track energy use

Appoint someone to oversee IT coordination and testing - it’s essential everything works on day one.

Prioritise accessibility

Ensure your space is inclusive by factoring in accessibility early in the design.

  • Conduct an access audit
  • Design to meet the needs of all current and future employees
  • Comply with the Equality Act (formerly DDA)

Staying productive while refurbishment work is on site

Keeping things running smoothly during refurbishment is all about communication, compliance and a bit of celebration at the end.

Stay compliant, stay sustainable

  • Make sure all waste is separated and recycled - especially materials like plasterboard and carpet
  • Follow proper procedures for disposing of hazardous materials
  • Keep a clear record of all waste removed from site
  • Work with a fit out partner who takes sustainability seriously

Stay organised

  • Hold weekly site meetings to review progress
  • Agree a clear sign off process for any changes
  • De-snag as you go to minimise disruption later
  • Take photos at each stage to track progress and identify issues

Refurbishment tip! Don’t wait until handover to deal with snags. Tackling them early keeps your project on track and your team happy.

Keep everyone in the loop

  • Share key dates and milestones with your team
  • Let staff know what to expect and when - clear communication avoids frustration

... and celebrate the milestone

  • Host a completion party to thank your team and welcome people into the new space
  • Take that well earned break - you’ve earned it