Visit the space
Discover any major issues that would need permission
Meet the client
Assess needs/dreams
Assess timescale
Assess property – age/environment/listed
Discuss possibilities
Discuss feasibility
Obtain idea of budget/timing/specification
Follow up with fee proposal

A written document, signed and agreed with client
Assess client ‘want’ vs client ‘need’ vs ‘possible’
Establish the scope of the project, ie boundaries
Survey the site

Meet client to discuss conceptual ideas
Provide mood board
Presentation of ideas and images to confirm client style

Provide sample board
Obtain budget costings
Present and make changes and adjustments – client to sign off
Any changes after this stage will incur additional charges

Working drawings – if required
Discuss drawings with client
Discuss drawings with contractor (if appointed)
Confirm feasibility of design with contractor
Confirm building programme with contractor

Collect information on all products detailed in the design
Copy all drawings to client
Ensure client understands the design and all of the components

Draw up schedule of works – in a format that allows each contractor to price, so client can check comparative costs (if required) – define the following:

         1.preparation
         2.demolition
         3.first fix
         4.build
         5.decoration
         6.second fix
         7.final decoration

Enclose all product information
Copies of all drawings
Prepare samples of all finishes

Confirm costs of all items supplied
Establish a format for ordering and payment process
Ensure client signs off on all orders
Place orders
Assess lead times for delivery schedule

Send schedule plus all documentation to chosen contractors
Evaluate and appoint – sign contract if required
Discuss with contractor time plan, risks, supply of materials, schedule
Confirm all in writing to contractor and client

Site meetings to discuss progress, problems, design changes
Delivery of goods on schedule
Report to client
Ensure cost, quality, time constraints are maintained
Ensure client sign off for stage payments to contractor
Check safety and security requirements are met

Confirm the quotes for goods
Check delivery dates
Check returns policy
Check payments terms
Co ordinate client payments
Confirm specification of goods

Enjoy the fabulous new design