Capture requirements, budget targets, and desired experience for renovations that fall outside standard playbooks.
Flexible structure for specialty spaces and hybrid scopes.
Clarify objectives
Document why the project matters, who it serves, and what success looks like.
Assemble the team
Bring the right specialists on board early—architects, engineers, or fabricators.
Budget guardrails
Break scope into packages so you can phase or value-engineer without losing momentum.
Avg. budget
Use target ranges per scope package
Timeline
Blend design, permitting, and build tracks
Key action
Model best/worst case options
Discovery
$2k - $8k
Feasibility studies, design exploration, and consultant alignments.
Phase packages
Set per milestone
Group work into logical chunks with allowances for specialty trades and finishes.
Contingency
10-20%
Protect timelines with buffers for uncovering unknown conditions or upgrades.
Discovery
FlexibleClarify goals, capture constraints, and prototype approaches.
Design & approvals
FlexibleCoordinate consultants, iterate on drawings, and navigate permitting.
Build
FlexibleSequence specialty trades, manage procurement, and stage inspections.
Closeout
FlexibleCommission systems, train occupants, and archive warranties.
Scenario modeling
Compare different paths with clarity on cost, time, and impact.
Stakeholder alignment
Keep decision makers informed with regular rituals and transparent dashboards.
Documentation
Track selections, approvals, and lessons learned for future phases.
Capture program requirements and adjacency diagrams
List required consultants and their deliverables
Outline permit path with responsible parties
Define decision cadence and escalation paths
1. Outline the vision
Capture existing conditions, key goals, and any constraints so we can map the right service package.
2. Build scenarios
Use optional packages to compare phased approaches and align the project team around priorities.
3. Launch with clarity
Share the playbook with contractors and consultants so everyone works from the same assumptions.
Start a scoped workspace to capture details, upload inspiration, and invite collaborators with shared access to budgets and timelines.