Start with the purpose
Describe what you want the finished building or space to do. Separate essential requirements from the things you would like to include if the budget allows.
- Type of property and intended use
- New construction, extension or alteration
- The spaces or facilities you need
Put the site in context
Share the town, available access and whether the property is currently occupied. Existing drawings, photographs and surveys can help explain the starting point.
- Site location and access restrictions
- Available plans and supporting information
- Known services or existing building constraints
Be clear about timing and budget
Give a realistic indication of your budget and any dates that matter. A requested completion date needs to be assessed against the scope, procurement and site conditions.
- Your target start and completion dates
- Any immovable operational dates
- A working budget range, if available
Ask for a clearly defined scope
When reviewing a quote, check what is included, what is excluded and what assumptions have been made. Confirm who is responsible for designs, approvals and specialist work before accepting a programme.
- Scope and exclusions
- Responsibilities and dependencies
- How changes will be recorded and agreed
General project-planning guidance. Site-specific requirements and responsibilities should be discussed with the appropriate professionals before work begins.
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