Project planning guide

Useful clarity before the first conversation.

You do not need a finished brief. These are the facts and decisions that make the first conversation more useful—and help both of us determine the right next step.

The goal is not to arrive with every answer. It is to be candid about the property, the purpose, the investment, and the timing so early design effort is spent on the right problem.

Before you inquire

Six things worth thinking through.

  • PropertyKnow whether you own, lease, have the property under contract, or are still searching. A survey, deed, prior drawings, and available site records are useful but not required for the first conversation.
  • PurposeDescribe what the project needs to make possible. Bedrooms and square footage matter, but so do the business goal, daily routines, priorities, and problems the building should solve.
  • InvestmentBring an honest construction budget or a range you need help testing. Early alignment between scope, quality, fees, and construction cost prevents expensive redesign later.
  • TimingIdentify the real deadline and what drives it. Design, municipal review, permitting, contractor pricing, and construction each need room in the schedule.
  • Decision makersInclude the people who will approve major scope, budget, and design decisions. Projects move more smoothly when the decision process is clear from the beginning.
  • SuccessName the few outcomes that matter most. A strong brief distinguishes essential goals from preferences that can change as the design develops.
The first review

What I’m evaluating.

A good inquiry is a two-way fit check, not an audition. I review four questions before recommending a discovery conversation.

  • FitIs this the kind of problem the practice is best equipped to solve, and is the working relationship likely to be productive?
  • FeasibilityWhat do the site, existing building, zoning, approvals, and likely consultant needs allow?
  • AlignmentCan the desired scope, quality, investment, and schedule be brought into a realistic relationship?
  • PathWhat should happen first: a proposal, more due diligence, a survey, contractor input, or a referral to another specialist?
If the fit is strong

A focused next step, not an open-ended sales process.

We schedule a brief conversation with a clear agenda. I ask about the site, priorities, constraints, decision process, and the experience you want from the work. If we agree to proceed, the proposal defines scope, phases, responsibilities, deliverables, compensation, and the terms that govern the work.