Project readiness checklist

Write a one-paragraph project summary you can reuse. Example: “We want to add a 2-bedroom addition to our home on the south side, keeping the same roof style.”

Then list the location details. You’ll want the address (or parcel number), and whether you’re in a city, county, or special district. Rules can vary by state and even by neighborhood, so location matters for permit-ready design.

Collect everything you can about the land and existing conditions. This helps an architect quickly understand constraints like grading, access, and where structures are allowed.

Good starting items include: a recent survey (if you have one), property dimensions, and any known easements (like utility lines or shared driveway access). If you don’t have these documents, note who might: your prior lender, your closing packet, your contractor, or your local records office.

Before you talk design, list what matters most. Think in terms of function and living/work needs first, then style. A clear list helps your architect translate your priorities into a workable plan.

Include practical constraints too: who will use the space, accessibility needs, privacy needs, parking needs, and preferred natural light or layout goals. If you have examples (photos or links), gather them—just avoid assuming the architect will copy them exactly.

An architect can’t build a plan out of numbers you never share. Collect your budget range and what it includes. For example, is your number only design and permitting, or also construction?

Also decide how you want trade-offs handled. Some people prefer keeping the scope smaller to stay on budget. Others prefer a more complete design and adjust finishes later. Your preference helps the team plan appropriately—within the rules of your project and location.

Different projects need different document types. If you’re planning for permits, you’ll generally need drawings that meet local requirements. The process can include schematic design, design development, and then permit-ready construction documents.

If you’re not sure what you need, that’s normal. Use this checklist to ask the right questions on your first call. Our guides can help you understand common terms and what to expect when you get matched with a licensed architect for your project.

Prepare documents so your architect can move faster and ask better questions. You don’t need perfection—include what you have and list what’s missing.

If you have any of the items below, bring them to your first conversation: photos of the interior and exterior, older plans (even if outdated), contractor estimates (if already collected), your survey or plot plan, and any permit letters or inspection notes you received previously.

A good project is not just drawings—it’s decisions. Choose a timeline for when you can review and approve choices like layout, massing (the overall building shape), materials, and code-related items.

Also decide how you prefer to communicate. If language support is helpful, mention it early. Clear expectations help everyone collaborate smoothly. You can also review our services overview to see what matching typically covers, and use our guides for practical next steps.