01Clarify your goals
Start with how you plan to use the home: living in it, holding it, selling it or leasing it. Set your priorities, broad budget and timing before comparing options.
02Understand the property
Gather existing conditions, surveys, site records and available drawings. Identify the questions that need professional review before a design moves forward.
03Compare design options
Consider renovation, expansion and new construction on the same terms. Discuss layout, light, circulation and equipment, keeping versions and the reasons for important choices.
04Align scope and budget
Compare what each quote includes and excludes. Separate allowances, contract scope, changes, invoices and payment records, and account for design, exterior work and holding arrangements.
05Connect work and decisions
Keep drawings, selections, long lead items and site questions connected. Record who is following up, what each task depends on and the evidence of completion.
06Close out and plan ahead
Gather punch list records, applicable inspection and permit documents, equipment and warranty information. Connect the handover to your plans for living, selling or leasing.