MAP ROOMS, GOALS AND RETAINED ITEMS
Use neutral room labels. Keep the address, access details, private plans and financial information out of this worksheet.
Construction & Specialty Trades · FREE PREPARATION PACK
Whole-home renovation room, phase and occupancy-handoff workbook
Whole-home renovation proposals are easier to compare when every provider receives the same non-sensitive room inventory, occupancy assumptions and decision framework. This helpful preparation resource from PickYourPro.ai organizes owner goals and proposal questions; it does not design the project, direct construction or determine which requirements apply.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation and proposal comparison only, not design, engineering, construction, demolition, environmental, lead, asbestos, safety, code, permit, insurance, contract or legal advice. Qualified providers and relevant authorities must assess the property, determine applicable requirements and define methods and written terms.
START HERE
How to use this resource
Use neutral room labels and keep the property address, access credentials, security details, private plans and financial information outside this workbook. Identify what stays, what may change and which decisions remain open. Ask each provider to document design inputs, phase assumptions, responsibilities, change controls and room-by-room completion handoffs.
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.
DEFINE PHASES AND RESPONSIBILITIES
Ask the provider to place assumptions, boundaries, dependencies and handoffs in the proposal.
CHECK PROPOSAL READINESS
Tick what is organized. These checks do not approve a design, method, provider, schedule or contract.
QUESTIONS FOR THE GENERAL CONTRACTOR
Record the answer and where it appears in the proposal or supporting documents.
COMPARE THE SAME RENOVATION BRIEF
Use Provider A and B. Clarify unlike room, responsibility or phase assumptions before comparing proposals.
USE IT RIGHT NOW
General Contractor preparation checklist
- Give every provider the same non-sensitive room and project brief.
- Keep the address, credentials, security details, private plans and financial information outside this workbook.
- List retained items, owner-supplied items and open selections room by room.
- State move-out, occupied-area and access assumptions without creating a safety plan.
- Separate owner, designer, contractor and specialty-trade responsibilities.
- Ask for phase boundaries, dependencies, decision dates and written change controls.
- Raise lead-safe questions with qualified providers when older painted surfaces may be relevant.
- Request room-by-room completion, records and final handoff criteria in writing.
Questions for the general contractor
- How will you verify existing conditions and turn the room brief into a written scope?
- Which design, selection, measurement and specialty-trade responsibilities are included or excluded?
- How will phases, occupied or unavailable areas, access and protection assumptions be documented?
- Which owner decisions are needed, by whom and at what point in the proposed sequence?
- How are allowances, substitutions, discoveries and proposed changes documented before work continues?
- What room-level checks, records, training, warranties and final handoff are included?
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 a General Contractor request. Share a non-sensitive room, phase and responsibility brief so participating pros can compete with proposals. Compare written scope, design inputs, trade roles, timing assumptions, decision controls, change process, handoff, exclusions and fit. A provider-led site assessment and private plan, access and records review may be needed before a final proposal.
Start a new request ↗Participation and availability vary. A provider-led site assessment and private plan, access and records 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 27, 2026. This pack has not been independently reviewed by a licensed specialist.
- Federal Trade Commission: How To Avoid a Home Improvement Scam ↗
Official FTC consumer guidance checked October 27, 2026. It supports comparing written descriptions of work, materials and timing and checking providers. This workbook does not state that one licensing, contract, cancellation, payment or permit rule applies everywhere.
- U.S. EPA: Renovation, Repair and Painting Program for Consumers ↗
Official EPA consumer guidance checked October 27, 2026. It supports raising lead-safe certification and work-practice questions for relevant renovation work in pre-1978 homes. This workbook does not decide whether the rule applies, direct testing or prescribe a work method.
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