Collaboration and The Design Process: From Ideas to Refinement
Custom architectural design is a new experience for many clients. You may be wondering: Where do we start? How long does it take?
This guide will walk you through the steps involved in taking a project from concept and goals to design, construction, and move-in. Once the architectural services contract is signed, the journey begins.
Refinement is the process of enhancing an idea—not through radical change, but through small, thoughtful improvements that lead to something exceptional.
Phase One: Predesign
Purpose
Lay the foundation for a successful project by defining goals, parameters, and budget.
Key Steps
- Define wants, needs, and lifestyle goals
- Set a working budget
- Measure and document existing conditions (for renovations)
- Review zoning, codes, and regulations
- Analyze the site (via a professional survey)
What We Do
- Collaborate with you to understand your vision and needs
- Evaluate your goals in the context of your property and surroundings
What You Do
- Gather inspiration (photos, notes, sketches, product ideas)
- Communicate all expectations and aspirations
Outcome
A written summary outlining the scope, goals, and overall aesthetic—a “blueprint for the blueprint.”
Phase Two: Schematic Design
Purpose
Develop the overall concept and layout of your home.
Key Steps
- Create preliminary sketches and concepts
- Explore multiple design options
- Meet and refine designs together
What We Do
- Translate your goals into creative, thoughtful design concepts
- Present scaled floor plans and exterior views
- Explain the “why” behind each design decision
What You Do
- Engage with the designs—ask questions and offer feedback
- Approve the direction to move forward
Outcome
A conceptual design with scaled drawings of the plan and exterior.
Phase Three: Design Development
Purpose
Bring the schematic design to life with detail and clarity.
Key Steps
- Design and detail the interiors (cabinetry, lighting, finishes)
- Refine exterior elevations (windows, doors, trim, finish treatments)
- Choose materials and finishes
- Optional: Get a preliminary cost estimate from builders
What We Do
- Create detailed plans and lighting layouts
- Generate interior and exterior 3D renderings
- Present material samples and selections
What You Do
- Review selections and samples
- Provide timely feedback and decisions
Outcome
A fully developed design with complete interior and exterior drawings.
Phase Four: Contract Documentation
Purpose
Create a complete and coordinated set of construction documents.
Key Steps
- Finalize details and specifications
- Coordinate with structural engineers and consultants
- Ensure documents are builder-ready
What We Do
- Provide progress updates
- Integrate final design choices and engineering details
- Assist in preparing documents for permits and construction
Phase Five: Bidding & Negotiation
Purpose
Select a qualified general contractor and finalize costs and schedules.
Key Steps
- Identify and interview potential contractors
- Prepare bid packages and compare proposals
- Award the contract
What We Do
- Help evaluate bids and negotiate pricing
- Explain construction costs and schedule implications
What You Do
- Review bids and make informed decisions
- Select a contractor (or negotiate with a preferred builder)
Outcome
A signed contract and a builder ready to bring your design to life.
Phase Six: Contract Administration
Purpose
Support you and the builder throughout construction to ensure design integrity.
Key Steps
- Monitor construction progress and quality
- Answer contractor questions and provide clarification
- Attend site meetings and walkthroughs
What We Do
- Visit the site to confirm alignment with plans
- Review contractor payment applications
- Keep you informed of key milestones
What You Do
- Attend construction meetings
- Ask questions and stay engaged in progress
Outcome
A completed home that reflects your vision and our design, built as planned.