DEFINE THE PROGRAM AND PRIORITIES
Describe needs and relationships, not a design. Keep the property identity, access and private documents outside this worksheet.
Construction & Specialty Trades · FREE PREPARATION PACK
New-home design program, decisions and design-deliverables workbook
New-home design proposals are easier to compare when every architect receives the same non-sensitive program, site-information and decision brief. This helpful preparation resource from PickYourPro.ai organizes room relationships, priorities, design checkpoints, consultant interfaces, optional performance goals and requested deliverables without attempting to design the home.
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Preparation and design-services comparison only, not architectural or engineering services, a site evaluation, survey, design, drawing set, specification, energy model, certification, cost estimate, schedule, construction instruction, or zoning, code, permit, accessibility, environmental, contract or legal advice. Qualified professionals and authorities must verify actual site conditions, requirements, roles and deliverables.
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How to use this resource
Use a neutral Project A label and keep the address, parcel identifier, access details, private plans, account information and security details outside this workbook. Record the people or activities the home should support, desired space relationships, known base documents, priorities and open questions. Ask each architect to state the proposed phases, checkpoints, consultant roles, performance-goal process, deliverables and handoff in writing.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
MAP INFORMATION, PHASES AND TEAM ROLES
Ask who supplies, verifies, coordinates and approves each input or deliverable.
CHECK PROPOSAL READINESS
Tick what is organized. These checks do not approve a design, system, certification, requirement or professional role.
QUESTIONS FOR THE ARCHITECT
Record the answer and where it appears in the proposal, phase list, responsibility matrix or deliverable schedule.
COMPARE THE SAME PROJECT A BRIEF
Use Architect A and B. Clarify unlike program, base-information, phase or deliverable assumptions before comparing proposals.
USE IT RIGHT NOW
Architect preparation checklist
- Give every architect the same non-sensitive Project A program and known-information brief.
- Keep addresses, parcel identifiers, access details, private plans, accounts and security information outside this workbook.
- Describe people, activities, spaces and relationships without drawing a solution.
- Separate must-haves, preferences, future options and unresolved decisions.
- Inventory surveys, reports, utility information and other base documents only by type and status.
- Ask who coordinates each consultant, authority interaction and owner decision checkpoint.
- State optional energy, indoor-environment or certification goals as questions for qualified teams.
- Request named phase deliverables, revision assumptions, file formats and design-to-construction handoff records.
Questions for the architect
- How will the architect turn our activities, spaces, relationships and priorities into a confirmed program?
- Which site and base information must be supplied, verified or coordinated before each design stage?
- What concept and design-development options, reviews and owner decisions are included?
- Who coordinates structural, civil, landscape, energy, indoor-environment and other specialist roles?
- How are optional performance or certification goals defined, tested and documented by the qualified team?
- Which drawings, schedules, models, specifications, files and handoff records arrive at each stage?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start an Architect request. Share a non-sensitive Project A program, priority and design-services brief so participating pros can compete with proposals. Compare phases, checkpoints, consultant roles, optional performance-goal coordination, deliverables, revisions, handoff, exclusions and fit. A private site, base-document and qualified-professional review may be needed before a final proposal.
Start a new request ↗Participation and availability vary. A private site, base-document and qualified-professional review may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
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More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 28, 2026. This pack has not been independently reviewed by a licensed specialist.
- U.S. Department of Energy Building Science Education: How to Design for Performance ↗
Official DOE building-science education checked October 28, 2026. It supports asking how the design team will coordinate whole-house performance goals during planning. This workbook does not calculate performance, select systems or promise an outcome.
- U.S. Environmental Protection Agency: About Indoor AirPlus ↗
Official EPA program information checked October 28, 2026. It supports asking whether an optional indoor-air goal or voluntary certification is part of the proposed team and deliverables. This workbook does not determine eligibility, specify products or promise certification.
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