Ternwright Renovations · Southwest Florida

Project preparation worksheet.

Use this worksheet to gather the details you already have about the property and the project you are considering. Bring it to the first conversation or keep it as a simple place to organize your notes.

Organization aid only. This worksheet does not determine jurisdictional requirements, project costs, approval outcomes or a project schedule. It remains useful when some answers are still open.

A separate planning aid

Organize your own budget questions and estimate amounts before the conversation.

Open budget worksheet

Property location

Start with the home.

Share the location as specifically as you are comfortable sharing it.

Street address or property locationCity or communityIs this an existing home, a lot or another property?Anything about the property location to keep in view?

Project goals

Describe what you want to change.

Start with the outcome you hope the home will support.

In a few words, what are you hoping to accomplish?What matters most to you about the finished space?

Project scope

Put the idea into focus.

List the spaces, work areas and known details that belong in the conversation.

What best describes the project so far?Major renovation or additionNew buildInterior spacesExterior spaces or site work

Which rooms, areas or features are involved?What do you already know about the current condition or constraints?

Desired timing

Name the window you have in mind.

Include the dates or seasons that would be helpful context, without needing a fixed plan.

When would you ideally like to begin planning?Are there dates, travel plans or other considerations to keep in view?

Optional photos

Gather only what helps.

Photos are optional. If you have them, these views can help you remember what to discuss. No photos yet? Continue with your written notes.

Photos or reference images to gatherA front or exterior view that helps identify the propertyThe rooms, elevations or areas you are considering changingAccess points, surrounding conditions or details worth pointing outReference images that show a look, material or function you like

Notes about the photos or references you have

Ternwright Renovations · Project preparation worksheet · Keep your own copy of these notes