How to Prepare Your Business for a Move: A Practical Checklist

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The biggest delays in moving industrial machinery often don’t occur during the actual process, but before it begins. All it takes is a missing manual, unlabeled cables, no one clearly in charge of the shutdown, or a lack of prepared air and power connections at the new location. The machine may arrive, but it won’t start up. The shutdown is prolonged, and the company unnecessarily loses time and money. The checklist summarizes what needs to be done before the moving company arrives so that the move isn’t unnecessarily delayed.

5 Things That Must Be Done Before the Moving Company Arrives

Before the moving equipment arrives, you need to have your end of things ready. Otherwise, the move will hit a snag right from the start.

PriorityWhat needs to be doneWhy it’s important
RequiredTechnical documentation for the machineWithout it, wiring, anchoring, and utility connections must be figured out on the fly during installation.
MandatoryClearly designated person in chargeSomeone must make decisions regarding shutdowns, the route, risks, and changes to the plan.
MandatoryLabeled cables, hoses, and connectionsUnlabeled wiring is a common cause of delays after relocation.
RiskVerified route and floor load capacityThe move can be halted by doors, gates, ramps, or weak flooring.
RequiredNew location prepared, including connectionsThe machine must not have to wait for electricity, air, water, exhaust, or the power grid.

What to Prepare Before the Company Arrives

If your part of the preparation isn’t complete, you’ll waste both time and money. It’s not enough to simply turn off the power and clear the area around the machine. You need to have the documentation ready, the wiring labeled, responsibilities clearly assigned, a route planned, and the new location set up.

Technical Documentation

First, gather all the documentation for the machine. The manual alone is not enough. You will also need diagrams, installation documents, and connection information. Be sure to have the following ready:

  • the manufacturer’s manual,
  • the electrical diagram,
  • the pneumatic and hydraulic diagrams,
  • information on the machine’s weight,
  • anchoring and installation plan,
  • utility connection requirements,
  • manufacturer’s instructions for transporting and securing the machine.

Without documentation, you’ll have to improvise during reassembly. Where does each cable go, what air pressure does the machine require, how should it be anchored, and what needed to be secured before transport?

Label: Required
Risks of underestimation: delayed installation, incorrect wiring, extended downtime.

Clear Responsibilities

When moving a machine, it must be clear who is responsible for what. Typically, this involves production, maintenance, an electrician, an occupational safety technician, and one person in charge who coordinates the entire move.

RoleResponsibility
Production ManagerShutdown schedule and coordination with production
MaintenanceDisconnection of utilities, technical preparation of the machine
ElectricianElectrical disconnection, labeling of wiring
Occupational Safety TechnicianSafety of the route and work in the production area
Person in Charge of RelocationFinal decision and coordination

When five people weigh in on a decision and no one has the final say, mistakes happen and people end up waiting for a decision.

Tag: Mandatory
Risk of underestimation: unclear decisions, waiting for approval, last-minute changes.

Photo documentation and labeling of connections

This step often determines whether the machine will be up and running on time after relocation. Spending a few hours taking photos before disassembly can save an entire day during reassembly. Take photos in such a way that the wiring can be recreated based on the images, even without the original electrician. Be sure to photograph:

  • the control panel,
  • terminal blocks,
  • connectors,
  • the main power supply,
  • the compressed air supply,
  • hydraulic hoses,
  • the lubrication system,
  • the cooling system,
  • data and network cables.

For CNC machines, also include the tool magazine, probe, cooling unit, and external accessories. Provide both a detailed view and an overview for each connection. The detailed view shows the connection itself, while the overview shows where the connection is located.

Example of connection labeling

DesignationWhat it refers to
E-01Main power supply
P-01Compressed air supply
H-01Hydraulic hose
CH-01Cooling circuit
D-01Data cable

Always attach labels to both sides—that is, to the cable or hose as well as to the connection point. They must withstand handling, dust, oil, and transport. An unlabeled cable is one of the most common reasons why a machine fails to start on time after being moved. A start-up scheduled for Tuesday can then easily be pushed back to the end of the week.

Label: Mandatory
Risk of underestimation: incorrect connection, lengthy installation, delayed machine startup.

Shutdown, Disconnection of Media and Fluids

First, the machine completes the workpiece currently in progress; then the material is removed, and the work area is cleaned of chips, emulsion, dust, and production debris. Only then should the standard shutdown procedure outlined in the manual be followed, and the axes or moving parts moved to a safe position.

It is necessary to safely disconnect the power supply, label the cabling, and secure the machine against accidental startup. Pneumatic and hydraulic systems require the same attention. Before handling, it is necessary to verify that they are safely depressurized, secured against accidental startup, and that there is no risk of media leakage during transport.

Before transport, the following operating fluids must also be addressed:

  • cooling emulsion,
  • hydraulic oil,
  • lubricating oil,
  • water in the cooling circuit,
  • fluids in filters and external units.

Label: Mandatory
Risks of underestimation: fluid leaks, safety hazards, damage to the machine or operations.

Securing Moving Parts

Simply turning off the power is not enough. For CNC machines, it is standard practice to secure the axes, spindle, table, tool magazine, and other precision components.

For presses, in addition to the machine itself, the following must also be secured:

  • tools,
  • dies,
  • feeders,
  • uncoiling devices,
  • protective and safety components.

Every disassembled part must be labeled and recorded in the shipping list. Otherwise, time is wasted during reassembly trying to figure out what goes where.

Label: Mandatory
Risks of underestimation: damage to precision parts, lost parts, costly readjustment after relocation.

Route Inspection and Site Preparation

Walk the route in person, not just from your desk. Measure all critical points where handling may encounter spatial or technical limitations:

  • door width,
  • gate height,
  • passages,
  • manipulation space,
  • ramp slopes,
  • height differences,
  • obstacles along the route,
  • floor load capacity.

The new location must be ready before the machine arrives. Prepare the following in particular:

  • a foundation or floor with sufficient load-bearing capacity,
  • anchor points,
  • power supply,
  • compressed air,
  • water or cooling,
  • exhaust,
  • network connection,
  • service area around the machine.

This is often where things go wrong: the machine arrives, but there’s no air supply, electrical connection, or anchoring. While the move is complete, production is still at a standstill.

Tag: Risk
Risks of underestimating the situation: inability to install the machine, waiting for connections, prolonged downtime.

Checklist Before Moving a Machine

1. Documentation

StatusCheckpointPriority
We have the manual and technical documentation for the machineRequired
We have the electrical, pneumatic, and hydraulic diagramsRequired
We know the machine’s weightRequired
We have an installation, anchoring, or floor planRecommended
We know the requirements for utilities and connectionsRequired

2. Responsibilities

StatusCheckpointPriority
We know who is responsible for the moveRequired
Production has confirmed the shutdown dateRequired
Maintenance knows what to prepareRequired
Electrical disconnection is handled by a qualified personRequired
OHS or the responsible person has reviewed the risks along the routeRecommended

3. Labeling and Photographic Documentation

StatusCheckpointPriority
Do we have photos of the wiring before disassemblyRequired
Are all cables and connection points labeledRequired
Are hoses, circuits, and media connections labeledRequired
Are disassembled parts labeledRequired
Is there a list of disassembled partsRecommended

4. Machine, Media, and Safety

StatusCheckpointPriority
The machine is free of chips, dust, and material debrisMandatory
The machine is turned off according to the manualMandatory
It is secured against accidental startupMandatory
Pneumatic and hydraulic systems are safely depressurizedMandatory
Operating fluids are drained or securedMandatory
Moving parts of the machine are secured according to the manufacturer’s instructionsMandatory

5. Route and New Location

StatusCheckpointPriority
Doors, gates, and passageways have been measuredRequired
Floor load capacity has been verifiedRequired
Obstacles along the route have been removedRequired
Is the new location ready, including connectionsRequired
Is service access around the machine ensuredRecommended
Are anchor points or a foundation preparedRisk

FREQUENTLY ASKED QUESTIONS (FAQ):

How far in advance should I start preparing the machine for relocation?

For smaller machines, a few working days are sufficient. For CNC machines, presses, or production lines, it is better to plan for several weeks of preparation. It mainly depends on the availability of documentation, the extent of disassembly, the relocation route, and the readiness of the new location.

Do fluids need to be drained before the move?

Often yes, but it always depends on the specific machine, the manufacturer’s instructions, and the method of transport. This mainly involves cooling emulsions, hydraulic and lubricating oil, water in the cooling circuit, and fluids in external units.

Do fluids need to be drained before the move?

Often yes, but it always depends on the specific machine, the manufacturer’s instructions, and the method of transport. This mainly involves cooling emulsions, hydraulic and lubricating oil, water in the cooling circuit, and fluids in external units.