Our process

Know what happens next.

Every project starts from a different place. These six stages explain the questions to work through and what you can bring. Your project agreement defines the services and responsibilities.

Explore the six stages

Tell us about the project

What we discuss: Share the location, type of work and what you want the finished space to do. You can reach out before you have plans.
What you bring: Your goals, city or neighborhood, project type and any plans you already have.
Next decision: Identify the next information needed or discuss a requested site visit.

Who is involved: Homeowner and HBP; confirm who else should join the conversation.

Prepare for the first conversation

Understand the scope

What we discuss: Discuss existing conditions, proposed changes and the information needed to define the work. Some questions need investigation or qualified professional input.
What you bring: A list of what to keep, change and investigate, with essentials separated from preferences.
Next decision: Record unresolved property or technical questions and who will investigate them.

Who is involved: Homeowner, HBP and appropriate outside professionals as needed.

Coordinate plans and details

What we discuss: Clarify architectural, engineering and approval responsibilities where needed. Keep materials, fixtures and current plans together.
What you bring: Current plan versions, available records, review status and the people already involved.
Next decision: Agree who provides each document, professional service and required review.

Who is involved: Outside architecture and engineering engagements are to be agreed; the relevant authority reviews its requirements.

Review the proposed work

What we discuss: Read inclusions, exclusions, allowances and assumptions together. Ask how unresolved items and changes will be handled.
What you bring: Applicable drawings, selections and a written list of scope questions.
Next decision: Clarify inclusions, exclusions, allowances and change handling before committing.

Who is involved: Homeowner, HBP and relevant professionals under their proposed agreements.

Compare what proposals include

Construction and communication

What we discuss: Once agreements, preparations and required approvals are in place, work can proceed according to project arrangements.
What you bring: A household decision contact, current choices and any access or occupancy needs.
Next decision: Agree how questions, decisions and changes will be communicated and recorded.

Who is involved: Construction team and outside professionals under the project agreements.

Keep project decisions together

Review and closeout

What we discuss: Review the completed scope, identify remaining items and collect relevant documents. Discuss the handoff included in your agreement.
What you bring: The agreed scope, questions from the walkthrough and relevant product or project records.
Next decision: Record any remaining items and agree the handoff responsibilities.

Who is involved: Homeowner, HBP and relevant parties under their agreements.