Owner Brief
Lifestyle, priorities, performance goals, decision authority, and timing.
Complimentary Owner's GuidePlan the home.
Plan the home.
Protect the process.
A nine-page luxury custom home planning checklist shaped by 26 years of building experience. Use it to organize the owner brief, team, property, budget, schedule, quality controls, and final handoff.
Download the PDFInside the GuideSeven controls
Seven controls
for a better project.
Before design begins
Define how the home needs to perform, separate non-negotiable priorities from preferences, and establish who has decision authority.
Before contracts are signed
Evaluate the project team, clarify professional roles, understand the property, compare complete scope, and create an owner budget bigger than the construction contract alone.
Before construction accelerates
Connect selections and long-lead procurement to the schedule, establish quality checkpoints, and define how changes, reporting, payments, and open issues will be documented.
Before move-in
Plan punch list, systems testing, training, warranties, manuals, final records, and the warranty-response process while the responsible parties are still engaged.
Team & Roles
Relevant experience, written scope, accountability, and owner-side representation.
Property & Design
Due diligence, approvals, milestone coordination, estimates, and mockups.
Complete Budget
Allowances, exclusions, contingency, changes, and total owner exposure.
Schedule & Decisions
Critical path, selections, long-lead procurement, and owner deadlines.
Quality Control
First-install reviews, concealed work, field documentation, and standards.
Move-in & Closeout
Testing, training, punch list, warranties, manuals, final records, and follow-through.