House Project Planning 101 | A Beginners Guide to Success (2023)

Updated: 04/29/2023

Let’s face it, if you own a home, especially an old one, you are no stranger to home projects, remodeling, and restoration…both large and small.

Back in myprevious technical blogwe touched on drafting a whole house rehab plan (after initial home inspection), and theproper orderto start remodeling (outside to inside, etc), but how do you break that large set of projects down into small, manageable chunks that you can slowly start chipping away at?

Never fear, it's not as bad as you might think…so let’s get started!


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  • Revisit and reassess your master plan and project order(previous technical blog)– it's a living document, and will always be changing, so don’t worry!

  • Is it still accurate?

  • Did priorities change?

  • Did your budget and scope of work change?

  • For more on thecorrectproject order (to prevent rework), Norm Abrams, fromThis Old Househas some additionaltips and remodeling strategies here.

Each of us are different when it comes to specific tasks or projects that we are willing to take on, based on our comfort level, expertise, and DIY knowledge. There are usually three scenarios:1)Some of us may hire out everything from start to finish, while2) some of us may skip a general contractor, manage all the sub-contractors (electric, plumbing, etc), and even perform some of the work ourselves, and finally 3)those of us who performallthe work ourselves, from start to finish.

No matter which category you fall into, or which project you are working on, you’ll want to follow this basic five-step process for success…


Just remember theseFIVEsteps, and you’ll be well on your way to mastering every project around the house in regards toSchedule,Cost, andPerformance.

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Basic Project Management Processes – Source,

Let’s get started!

1.INITIATING (Pre-planning)
This is where all your initial project ideas, brainstorming, coordination, and planning are born. This sets the direction you will be headed in.

  • Baseline / Inspection: What are the existing conditions, what is to be salvaged, reused, discarded?

  • Personal Preference / Input: What is yourVision and Mission Statement? What areyourobjectives, goals, priorities, needs, wants? Put a plan onpaper…onpurpose!

  • Ideas/ Brainstorming: Ask your neighbors, gather magazines clips, Pinterest, home tours, etc.

  • Draft Scope of Work: What is your size of the project (remodel/ complete gut job, etc). This is your initial rough draft.

  • Draft Design Work (concept drawings): This is your vision – On paper,easy to use design program,or hire an architect/builder.

  • Initial Planning Consultations:With architects, builders, sub-contractors – for scope and queue/sync with their schedules.

    1. Always get at leastTHREEquotes, to ensure you are getting a fair price. Compare “apples to apples”!

  • Set a Draft Budget and How to Fund It: At least set a Min / Max to budget for.

  • Logistics:You know I like to talk about Logistics…so –PREVENT SCHEDULE DELAYS!For a major project, such as kitchens and baths, try to know what major appliances, fixtures, tubs, sinks, etc you will use ahead of time, to:

    1. Ensure all items will work with your design – interact, physically fit, and function together.

    2. Ensure long-lead time or special order items will arrive on time for the execution phase.

    3. SeeDry Run / Mock Upbelow (#2 PLANNING).

This is the phase where you take your Draft Scope of Work and write your final plan of action – thewho, what, where, when,andwhy!

  • Major Item Selection: As discussed in step one, we need to finalize the list of major items to be used – cabinets, sink, fridge, stove, vent hood, dishwasher, etc. This will enable everything to be planned and properly integrated together.

  • Final Design Work and Drawings:Final concept and/or construction drawings. Again, on paper, an easy to use design program, or from an architect/builder.

    1. If you are good withSketch-UporMicrosoft Powerpoint, you should be fine with a design program likeHome Designer Suite 2019, click HERE for more details.The download will set you back about$100, and you’ll be up and running in about 15-20 minutes!For review and video, CLICK HERE.

    2. It’s much safer to see a real-life, 3-D rendition and be able to make changes, rather than find out at the end, that you hate the design.

    3. Design your project forease of maintenance/cleaning,upkeep, andlow operational costs (life cycle costs).

    4. For architects, builders, and contractors, ask questions about materials, quality, how hard is it to clean,did they prime all 4 sides of your trim or siding so it doesn’t rot, etc.YOUareYOUR OWNbest advocate! As the customer, you are the boss. Do what makesyouhappy,notwhat may be the easiest route for the contractor.Caveat:Compromise is always an alternative, as it is in everyone’s best interests to have a good working relationship.

  • Final Planning Consultation, Mechanical Plans, and Details: Whether you hire a contractor or not, it’s time to finalize the Electrical, Plumbing, HVAC, and Ventilation – Duration of work to be performed and the cost associated.

  • Special Tools/Equipment: Identify any special tools and/or materials that will be needed (especially ifyouare doing the work).

  • Set a Final Budget and Fund It: With at least 20% for contingencies. YouWILLhave surprises, existing items to bring up to code, etc.

  • Set a Final Schedule: Start/finish, trades work (if you hire out any work), associated inspections* – * Don’t forget about permits and city approvals (if applicable).Inspections, permits, and City design reviewsWILLadd additional time,especiallyif a Historic District review of your plan is required!

  • Logistics: Make sure all major, long-lead, and special order items have been ordered. Know when they will arrive! Also, make sure everything works together in the final design –will that Lowes sink cabinet hold a 180-pound farmhouse sink…probably not!!!

  • Dry Run / Mock up:Take the information that you have on hand to date (measurements, dimensions, sink, stove, tub, paint colors, etc) and try to mock up the spaceBEFOREthe full demolition. This will give you a sense of how everything will fit and finish together. Besides, you reallydon’twant to paint 15 different samples of blue on your new walls or new cabinets! Do it now on theOLDmaterials!

    1. At a minimum, map out yourNEWlayout on yourOLDwalls. Go ahead and locate/mark your studs, where new electrical outlets, vents, vent hoods, appliances, etc need to be located. This will help your layout plan go easier with less issues like a stud being in the way of a light, etc!

  • Remember to ask questions about EVERYTHING…now is the time, before its too late!


  • Here is where it all comes together…all the hard work and time that you put into building aGREATplan, will now pay off!

  • Project Kickoff Meeting: One last sanity check before the dirt or drywall flies!

    1. Run over all the project details one more time, to ensure nothing is overlooked.

    2. Ensure all schedules, contractors, material, supplies, special tools, and equipment are on site and available.

  • Time to Execute (projects vary, generic guide below):

    1. Demolition

    2. Post-Demolition assessment

    3. Carpentry/Framing

    4. Kitchen cabinets/Final measurements

    5. HVAC

    6. Electrical

    7. Plumbing

    8. Fire caulking/blocking

    9. Rough Inspection

    10. Insulation and Inspection

    11. Plaster/Drywall

    12. Paint

    13. Cabinets & Fixtures

    14. Doors & Surrounds

    15. Cleaning

    16. Flooring

    17. New Trim & Finish work


  • This is where you will be following up to ensure the project is running smoothly and items/elements/tasks are being completed on time.

  • Project Progress vs Plan: Is the planned work being completed according to schedule for each element, trade, or milestone (electrical, plumbing, etc).

    1. Snowball Effect – Every day of schedule slip can impact all other trades/contractors, thus your schedule slips to the right (lengthens).

  • City Inspections:Pass/Fail/Rework

  • Corrective Action Plans:If needed. Plan for “Murphy’s Law”. What can go wrong,willgo wrong. No project is problem-free!

  • Quality Control: Is the project being completed in accordance to scope, contract, and/or exact project specifications?


  • This is where the project is coming to a close, and you are just tying up loose ends.

  • Final Inspections:City, contractors, sub-contractors, etc.

  • Final “Punch list”:based on the final inspections, are there any tasks/items that need additional attention, rework, etc.

  • Final Function Check: To make sure everything is operation ok, no leaks, etc.

  • Final Documentation:Paperwork, billing, payments, invoices, etc.

  • Final Clean Up: Final wrap up for cleaning and removing protective covers from floors, countertops, etc.

  • Return Leftover Items and Materials: You usually have a small wind w for returns whether its a Big Box store and even less from an online purchase. Assess what is needed for spares and return the rest.

  • Lessons Learned:Take what you learned,BOTHgood and bad, on to the next project, so you learn from your mistakes.

If you would like to read more on the basic processes of Program Management,CLICK HEREfor additional info from Program Management Institute (

Congratulations…your project is complete!!!

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You have now earned your unofficial Project Management Professional (PMP) credential!


Think Like a Backpacker!

What??? Why???

“Any hike is a project because it is a temporary endeavor undertaken to create a unique result”

“Backpacking is the ultimate exercise in project efficiency. Why? Because every decision made has an immediate, measurable, and lasting impact on the likelihood of the trip’s success. Every item chosen to carry adds to the burden.”

(PMI, 2004)

Read the entire PMI articleHERE


  • Every project is temporary and should have a defined start and finish.

  • ALWAYS have a plan! If you aim atnothing…you will hititevery time, so be prepared!!!

  • All project details interact with each other, both directly,andindirectly, so understand those interactions and relationships.

  • When in doubt, simplify the project or separate into smaller projects to keep from being overwhelmed and/or seek advice and assistance from professionals, friends, family, and neighbors.

  • Never stop learning!!!

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Best of luck, and keep on Fixing!

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For more info visit:

House Project Planning 101 | A Beginners Guide to Success (6)

Posts may contain affiliate links. If you use these links to buy something, we may earn a small commission (at no additional cost to you). Full disclaimerHERE.


What are the 5 stages of project planning? ›

These stages include:
  • initiation.
  • planning.
  • execution.
  • monitoring and control.
  • closure.

What are the 7 steps of project planning? ›

Let's dive into the details:
  • Step 1: Define your goals and objectives. ...
  • Step 2: Set success metrics. ...
  • Step 3: Clarify stakeholders and roles. ...
  • Step 4: Set your budget. ...
  • Step 5: Align on milestones, deliverables, and project dependencies. ...
  • Step 6: Outline your timeline and schedule. ...
  • Step 7: Share your communication plan.
Jul 18, 2023

How to do project management for beginners? ›

21 project management tips for beginners
  1. Get to know team members. ...
  2. Understand your goal. ...
  3. Identify risks. ...
  4. Focus on successful completion instead of perfection. ...
  5. Use project management software. ...
  6. Have an alternate plan. ...
  7. Keep track of important details. ...
  8. Maintain motivation levels.
Feb 3, 2023

What are the 10 project planning steps? ›

Project planning includes the following 10 steps:
  • Define stakeholders. Stakeholders include anyone with an interest in the project. ...
  • Define roles. Each stakeholder's role should be clearly defined. ...
  • Introduce stakeholders. ...
  • Set goals. ...
  • Prioritize tasks. ...
  • Create a schedule. ...
  • Assess risks. ...
  • Communicate.

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