Welcome to Step Two: Outline Your Project Scope.

Now that you’re clear on why you want this project, it’s time to get specific about what you’re actually doing. This is where we shift from motivation to details. Outlining your project scope means identifying the spaces involved, the improvements you want to make, and the must-haves versus the nice-to-haves.

Here’s why this step matters so much: when you can clearly describe the project, your contractor can give you a more accurate bid, prepare for the right resources, and avoid unnecessary assumptions. The clearer your scope, the smoother your project will run.

Think of this step as building a roadmap. It doesn’t have to be a fully engineered plan, but it should spell out what you expect, what you don’t want, and the overall result you’re hoping to achieve. With this in hand, you’ll avoid vague conversations like, “We just want the kitchen nicer.” Instead, you’ll be able to say, “We’re updating the cabinets, replacing the countertops, adding lighting, and keeping the current flooring.” That clarity saves time, money, and stress.

That’s where your worksheet comes in. It breaks the project into smaller, easier-to-answer questions that together form a clear scope. Let’s walk through them.

Let’s start with which areas of the home are part of this project. Are you tackling just the kitchen, or is the project spread across multiple rooms like the bathroom, garage, or outdoor patio? Defining this upfront helps contractors set boundaries for their bid.

Now think about what specific improvements you want in each space. Write out what you want to add, change, or remove in each area. For example: “Add an island in the kitchen, replace the shower in the bathroom, upgrade the electrical in the garage.” The more detail you capture, the fewer assumptions a contractor has to make.

Next, consider whether any of these changes are structural, electrical, or plumbing related. These changes usually mean permits, inspections, and higher costs. Flagging them early lets you prepare for those realities instead of being surprised later.

Think about whether you want to stay within the current layout—or make layout changes. Do you plan to open walls, relocate appliances, or expand a room? Layout changes are some of the biggest cost drivers, so being clear early avoids sticker shock.

Now identify the features or upgrades that are non-negotiable. These are your must-haves — maybe it’s energy-efficient windows, a double sink, or a specific type of flooring. Contractors need to know what absolutely cannot be left out.

Then consider what upgrades or features would be nice to include if the budget allows. This is your wish list. By separating it from your must-haves, you give yourself flexibility if costs run higher than expected. Contractors can also show you how to fit these in later if the budget allows.

Look around for any existing issues that need to be fixed as part of this project. Things like leaks, cracks, or outdated wiring can’t be ignored. By calling them out here, you ensure they’re included in the plan and not discovered halfway through.

Also note any parts of the space you want to keep exactly as they are. Maybe you love the hardwood flooring, or you want to preserve original windows or beams. This helps contractors avoid replacing things you want to keep — and it saves money where possible.

Do you already have materials, finishes, or brands in mind? Even if it’s just a Pinterest board or a few photos, this gives your contractor direction. If you want quartz countertops or a specific tile, it affects both design and budget.

And finally, what’s the overall result or feel you’re hoping to achieve? Words like modern, cozy, timeless, spa-like, or functional help your contractor understand the vibe you’re going for. It’s not just about the pieces — it’s about how it all comes together.

By filling out this worksheet, you’re taking a jumble of ideas and turning them into a structured, detailed scope. You don’t need to have everything perfectly defined, but the more clarity you create now, the more accurate bids you’ll receive, and the less likely you’ll face mid-project surprises.

Remember: contractors love clients who are clear about what they want. This process not only saves you stress but also makes you a homeowner that contractors actually want to work with.