The Architect Meeting Checklist, designed to help clients prepare for and make the most of their meeting with an architect:

How to Use This Checklist:

1. Complete this checklist before your meeting to stay organized.
2. Use it as a guide during the meeting to ensure key points are discussed.
3. Update it with notes and next steps after the meeting.

Maximize the value of your architect meeting by using this checklist to prepare key details and questions.

1. Prepare Your Ideas and Inspiration

Bring materials to clearly communicate your vision.

• Gather photos or sketches of home styles you like.
• Prepare a list of must-have features and spaces.
• Bring completed worksheets, such as the Initial Plan & Design Consultation Worksheet.

2. Review and Bring Essential Documents

Ensure your architect has the necessary information to begin designing your home.

• Property survey showing boundaries, easements, and setbacks.
• Zoning and permit requirements for your lot (if available).
• Any subdivision or HOA guidelines that affect design.
• Initial budget range and timeline expectations.

3. Discuss Key Design Elements

Outline specific aspects of your home design to discuss with the architect.

• Preferred number of stories and square footage.
• Room layout preferences (e.g., open-concept, traditional).
• Special-purpose rooms or features (e.g., home office, outdoor living).
• Aesthetic preferences for both interior and exterior design.

4. Address Practical Considerations

Ensure the architect incorporates functional and practical needs into the design.

• Accessibility needs (e.g., single-level living, wheelchair accessibility).
• Energy efficiency goals (e.g., solar panels, high-efficiency windows).
• Storage needs (e.g., walk-in closets, pantry, attic).
• Considerations for future growth or changes (e.g., additional bedrooms).

5. Set Communication and Workflow Expectations

Establish a clear process for collaboration and updates.

• Determine the architect’s process for revisions and approvals.
• Agree on timelines for design phases and updates.
• Clarify how you’ll communicate (e.g., email, in-person meetings).

6. Ask Important Questions

Prepare questions to clarify the architect’s approach and process.

• Have you designed homes similar to what we’re envisioning?
• How do you manage budget constraints during the design process?
• What should we expect in terms of permits and regulatory approvals?
• What design challenges do you foresee with our property or preferences?

Checklist Summary

• Gathered inspiration materials and key documents.
• Reviewed design priorities, practical needs, and budget.
• Prepared questions to ask about the process and design approach.
• Established communication and workflow expectations with the architect.