In my opinion ASHRAE still has the most complete checklist for air balancing in the industry. No matter if you live in Arizona or Arkansan, New York or North Dakota, I haven’t found a more concise and complete list. If you would like to read it in its’ entirety go to section 9.3.1 of ASHRAE 111-2008.
Prior to you starting the Air Balance process you should;
Secure all relevant documents
Put the appropriate information on forms
Determine of the system has leakage
Make sure the equipment is installed properly, including correct rotation.
Make sure you have fresh air filters
Make sure all dampers including fire, smoke, volume-control, and automatic dampers are operating correctly and are open
You need to know that all controls are working and have been calibrated.
All boxes must be installed
All flow devices are reachable and installed
And you need to verify that all access doors are installed and closed.
After you have verified all of these things, you are in a position to begin your air balancing.