Opening & Closing a Field Office



Opening & Closing a Field Office

June 25, 2018 - 9:00am to 5:00pm

Washington , DC , United States


Vicki Tsiliopoulos , William Lester

Language: English

Early - Jun 25 Regular - Jun 25 Late - Jun 25
NON-MEMBERS $735 $735 $735
HUMENTUM MEMBERS $630 $630 $630


Collectively, international NGOs open and close hundreds of field offices annually, a process which is time-consuming, costly, and risk-prone. This one-day workshop provides practical, how-to guidance by practitioners who know the ins and outs of these processes. If you have responsibilities in this area, you will appreciate the thorough review of best practices provided by our expert trainers, along with the templates, checklists, and other key documents that are included with this workshop. Facilitated in a participatory style, this course consistently receives positive feedback from participants, whose comments have included, “Very informative and excellently presented. Great intro to all the various elements.”

Who Should Attend

  • Operations staff who work on global programs
  • Compliance staff responsible for complying with funder, organizational, and local requirements, including legal codes
  • Project leaders and managers who are responsible for implementing projects with a field office component


This workshop explores critical aspects of field office opening and closing, such as site selection, registration, budgeting, legal representation, technology, insurance, security, and termination of leases. You will learn how to:

  • Implement standard operating procedures to open and close field offices effectively
  • Create an operational team tasked with opening and closing field offices
  • Identify and mitigate important risks within the opening and closing field office processes
CPE Credits

Participants at the workshop will earn 7.8 CPE credits and receive a certificate of attendance. The course level is Basic. The delivery method of this program is Group Live and the Field of Study is Specialized Knowledge.

Humentum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
















Opening a Field Office or Project

Why Bother Doing it Right?

Space, Leases, and Security

“Dirty” Openings

Operations and Technology Needs

Approval for the Office

Hiring Staff

Office Opening Transition Team

Local Vendors & Office Equipment


Procurement and Inventory Management

In-Country Resources


Office Registration and Designation of POA

Legal Representation



Banking, Payroll and Timesheets

Post-Opening Review








 Closing a Field Office or Project

Why Close an Office?

Utilities and Services

Office Closing Transition Team

Project Files and Reports

Internal Audits & Compliance



Human Resources/Severance

Contractual and Legal


Inventory & Disposition

“Dirty” Closings

Leases and Office Space









Wrap-Up & Evaluations

1120 20th St NW 
Suite 520S (Building 1)
Washington DC 20036

The nearest Metro stops to the workshop are Farragut North on the Red Line and Farragut West on the Blue/Orange/Silver Lines. Find a map of the DC metro system here.

Participants are responsible for making and paying for their own hotel/lodging arrangements. We have found that usually offers comparable or even lower rates than we are able to negotiate. We recommend attendees look for hotels in the Dupont Circle neighborhood. Check out some suggestions for convenient hotels.

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