Project Recaps
Client Consultation Recap
Document the in-person or virtual consultation and evaluate project fit.
Consultation Information
Basic project, client, and attendee details.
Project Overview
Identify the type of project and the client's requested scope.
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Existing Conditions and Site Information
Document what was observed on site during the consultation.
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Client & Project Readiness
Confirm whether the client, property, documentation, and funding are ready for the next phase.
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Scope & Design Discussion
Capture priorities, preferences, and what's outside scope.
Functionality
Appearance
Additional Space
Increased Property Value
Durability
Energy Efficiency
Schedule
Budget
Budget & Timeline
Understand the client's investment expectations and schedule.
Recommended Next Step
Define what happens next and what's needed to get there.
Prepare Detailed Scope & Estimate
Request Additional Information
Schedule Design Meeting
Obtain Plans or Engineering
Complete Additional Site Investigation
Provide Preliminary Budget Range
Follow Up at a Later Date
Project Is Not Currently a Fit
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Internal Team Notes
Record internal observations, concerns, and the overall outcome.