The Primary Process

Architecture is complex. We’re continuously refining our process to make things as simple as we can. There’s a lot here, but you can get the gist of it from focusing on the large text.



Step 1: Design Report

The first step is to research your property. The Design Report provides a solid foundation for everything to come.

After visiting your property and meeting with you, we’ll produce a report that includes:
  • A summary of your goals, timeline, and budget
  • A review of the local zoning regulations
  • An analysis of the permitting process
  • A subjective comp analysis (for single-family home work)
  • Guidance on next steps

The purpose of this exercise is to:
  • Align on intent
  • Avoid regulatory surprises
  • Provide a window into our process (you can take this report to another Architect; it’s something you’ll need regardless)
  • Outline next steps

Most firms don’t do this. We’re not sure why! From our experience, the Design Report is a great tool for aligning on intent and avoiding unwanted surprises. (For example, we could discover that 70% of your site is “off limits” because of a wetland buffer zone. As you can imagine, it’s better to find that out at the beginning!)


An excerpt from the 
Design Report for the One Plus Two House



Step 2: Concept Design

We take your budget seriously! To scale the project to the budget, we start with a low-cost concept phase. During this, we’ll work with you to create one or more preliminary designs for your project. We’ll share these with a general contractor (GC) to get their feedback on cost.

We strongly recommend involving a GC from the outset of the project because they provide the following benefits:
  • Help monitor costs (important with recent market volatility)
  • Advise on constructibility (i.e. cost savings)
  • Reserve a spot for you in their schedule
  • Give you a good price (because we’re a referral source for them / we work with honorable people)
  • File required permits

Early plan studies for a home addition in Massachusetts helped the owner clarify their priorities: the project shifted from a guest suite to a family-sized kitchen after these



Step 3: Schematic Design

Now that we collectively understand the regulatory requirements and the project scope we have everything we need to design the project together! The purpose of this phase is to test options and make key, “big-picture” decisions.

What to expect:
  • Sweeping Change: The project can change dramatically from meeting to meeting as we better understand your wants, needs, and preferences
  • Pinterest: We’ll share a private Pinterest board with you. This helps us get to know your vibe
  • Drawings: Nothing helps draw out preferences like specificity. We use plans and sections (like a cut through a dollhouse) to help clients understand tradeoffs between design options

Two concepts—single-story & two-story—to help the client understand how the living & bedroom spaces would relate to one another



Step 4: Design Development

With the major decisions out of the way, we’ll zoom in and begin to develop the specifics of the project. We’ll make recommendations, and adapt the design based on your feedback.

What to expect:
  • Refinement: The changes from meeting to meeting will be subtler
  • The Fun Stuff: This is the first time you’ll see finish samples, light & plumbing fixture proposals, and the like
  • Engineers: On most projects consulting engineers will join the team to advise on technical aspects of the design—structural connections to resist uplift, ductwork layouts, required amperage, etc. You are welcome to participate in our coordination meetings with them, but most clients ask us to take the reigns
  • Renderings: Most architects charge extra for simulated views (aka “renderings”); we don’t, because they’re instrumental in helping clients visualize

Renderings of a few key spaces & light fixture proposals



Step 5: Construction Documentation

At this point, we’ll shift gears and document the project for permitting & construction.

What to expect:
  • Relaxation: We’ll have fewer meetings at this point because you’ll have made the decisions, and we’ll need the time to document them properly
  • Technical Drawings: These drawing are drawn for a professional audience: building inspectors & contractors. If you want to learn more, check out this post on Construction Documents

Pages from the drawing set for the Dodge Mountain House



Step 6: Construction

Our clients typically work with the GC they met during the conceptual phase. After the permit has been granted by the municipality, construction begins!

What to expect:
  • Teamwork: We work hand in hand with the contractor during construction to ensure that the design is built in conformance with the drawings
  • Visits: Frequency varies by project, but we visit at key milestones and to help problem-solve
  • Advocacy: We serve as champions for quality, professionalism, and timeliness on the part of the GC

Construction is underway for the project from Step 4 above!