Build a shortlist in 10 decisions

A structured framework for location selection without guesswork. Work through 10 interconnected decisions to narrow from national scope to specific shortlist.

45-90 min process
10 decision points
Template included
Site Selection Framework

The 10 Decisions

Click each decision to explore criteria and outputs

D1

Operations Type

Question: What type of operations will you establish?

Sales office R&D center Manufacturing Distribution hub

Output: Primary function drives subsequent location criteria

D2

Workforce Requirements

Question: What talent profiles and volumes do you need?

Specialized vs. general roles
Initial headcount (0-10, 10-50, 50+)
Growth trajectory over 24 months

Output: Talent availability narrows regional options

D3

Market Access Priority

Question: Which markets must you access efficiently?

US proximity Asia-Pacific gateway European connections Domestic Canadian

Output: Trade corridor requirements identified

D4

Infrastructure Needs

Question: What physical infrastructure is critical?

Port/airport proximity requirements
Energy capacity and cost sensitivity
Real estate availability and type

Output: Physical constraints mapped

D5

Sector Ecosystem

Question: Do you need proximity to specific clusters or partners?

AI/tech cluster Manufacturing ecosystem Life sciences hub Clean tech network

Output: Ecosystem density requirements defined

D6

Regulatory Environment

Question: Are there sector-specific regulatory considerations?

Provincial licensing requirements
Environmental assessment scope
Data residency mandates

Output: Regulatory complexity by province assessed

D7

Cost Structure

Question: What are your primary cost sensitivities?

Labor cost vs. availability trade-off
Real estate cost tolerance
Energy and utility cost impact

Output: Cost parameters set for comparison

D8

Incentive Landscape

Question: Which incentive programs align with your profile?

R&D tax credits Job creation grants Capital investment support Training subsidies

Output: Relevant programs by province identified

D9

Timeline Constraints

Question: What's your target timeline for operational readiness?

Facility availability and fit-out time
Permitting and approval timelines
Hiring ramp-up feasibility

Output: Timeline-feasible locations prioritized

D10

Risk Tolerance

Question: What operational risks are acceptable vs. dealbreakers?

Workforce supply volatility
Regulatory stability assessment
Infrastructure resilience evaluation

Output: Risk-adjusted shortlist finalized

Signals Library

Key indicators for location comparison

Signal Category What It Indicates Source Type
Post-secondary attainment rate Talent Baseline education level for knowledge workers Statistics Canada
STEM graduate output Talent Technical talent pipeline strength Provincial education data
Container throughput Logistics Port capacity and trade volume Port authorities
Highway corridor access Logistics Surface transport connectivity to US/markets Transport Canada
Cluster employment density Sector Concentration of sector-specific jobs Labour force surveys
R&D expenditure per capita Sector Innovation ecosystem intensity OECD/Statistics Canada
Business incorporation timeline Compliance Administrative efficiency indicator Provincial registries
Sector licensing requirements Compliance Regulatory complexity by province Regulatory bodies

Common Pitfalls

Avoid these frequent mistakes

Confusing tourism appeal with business fundamentals

Cities with strong tourism brands may lack the specific talent pools, infrastructure, or sector ecosystems your operations require. Evaluate locations based on operational criteria, not marketing appeal or personal familiarity.

Underestimating provincial regulatory differences

Canada operates as a federation with significant provincial jurisdiction over business regulations, labor standards, and industry-specific licensing. Assumptions based on federal-level research can miss critical provincial requirements that impact timeline and cost.

Focusing solely on cost minimization

Lower operating costs often correlate with constrained talent availability, weaker infrastructure, or limited ecosystem access. Optimize for total value, not minimum cost. The cheapest location frequently becomes the most expensive due to hidden operational friction.

Neglecting timeline realism

Permitting, facility readiness, and hiring timelines vary significantly by location and sector. Build realistic timelines with 20-30% buffer. Aggressive schedules that don't account for provincial approval processes consistently slip.

Download: Location Shortlist Template

Structured spreadsheet for comparing locations across all 10 decision criteria. No registration required.

Excel format • Updated Q1 2026