This outline of the Architectural Design Process focuses on custom home projects, although some sections pertain to additions and remodeling. Smaller projects may not require every step laid out here. Remember, design is an iterative process that’s somewhat unique each time.
I intended to break this down for the detail-oriented individuals among us. If that’s you, dive in. I hope you find this helpful.
1 - PRE-DESIGN PHASE - Establishing balanced and workable design goals
We'll speak at length about your specific space requirements, room arrangements, lifestyle, goals, aspirations, and architectural style. This information and site analysis data forms your design brief or program. The program, budget, and schedule are interdependent. Evaluating and balancing them is a prerequisite for establishing realistic design parameters, leading to a successful construction project.
2 - SCHEMATIC DESIGN PHASE - Developing a design solution that fits your program
Schematic Design Process
I'll create simple sketches, a floor plan, and a low detail 3D model based on your program, schedule, budget, and field evaluations of the site or existing structure.
I'll present this schematic design, sharing how I arrived at particular ideas and their implications. We'll critique the scheme, weighing its strengths/weaknesses while exploring alternative approaches/possibilities, as part of an ongoing conversation about the function, feel, and looks of your new home.
You'll receive a recap of the resultant decisions to review and revise if you wish, sharing any updates along with your approval to proceed with the revisions.
I'll revise the design accordingly, in preparation for our next presentation and critique.
This phase is exciting! Your dreams are becoming more fleshed out with each iteration of the design. A deeper understanding of how your home looks, feels, and fits your lifestyle is developing via 3D modeling and AR / VR experiences along with the paper plans of your home. As we resolve design choices, your home will evolve to fit your program, budget, and expectations precisely.
This cyclical process promotes; greater client choice, a full exploration of the possibilities, and reveals unforeseen opportunities. Using an iterative process assures a well-rounded final design, often surpassing expectations.
Why 3D Modeling?
Modeling guarantees the structural forms evolve in unison with the two-dimensional plans, bringing unity to the whole. Having access to any view of your home's site, exterior, and interior space promotes holistic solutions by eliminating blind spots.
Walk-through animations help us understand the relationships of spaces, features, and circulation paths within your home. Similarly, an animated flight around the exterior provides a realistic sense of scale and the home's relationship to your site.
Ensuring that you have a well-rounded understanding of the design is critical in tailoring the project to meet your needs. Your feedback and knowledge of the subtle implications within your program inform the design's evolution, assuring it fully supports your aesthetic and lifestyle.
Documenting Existing Conditions
Site Plans
The home should be married to your site in the most advantageous location and orientation possible. New homes and some additions require a well-informed site plan to determine the optimal placement and interior layout. A site plan may include; access points, utilities, solar angles, views from beneficial vantage points, elevations, and contour lines. The requirements of governmental authorities such as; setbacks, easements, zoning regulations, and property boundaries should be included.
As-Built Plans
Additions and remodeling projects usually require a field evaluation to record existing conditions, layouts, and other data. This information is used to create an as-built plan and model, providing a starting point for the proposed design.
Design Consultants
Survey drawings inform the site plan and allow accurate 3D terrain modeling, influencing the structure’s design and placement.
Geotechnical studies examine soil properties, slopes, rock formations, and other factors that influence structural engineering and may affect your home’s location and structural design.
Pricing Plans
When you're pleased with the final design, I will create a set of plans suitable for preliminary contractor pricing. Depending on the complexity of your project, the drawings may include:
Site plan - plan view of house and site - existing and proposed terrain
Floor plans - dimensioned and labeled - area, door, and window schedules
Roof plan - w/ area figures and linear detail quantities
Section views - w/ descriptions of building systems
Exterior elevations - Key elevations, window labels, materials w/ quantities
Cabinet elevations - dimensioned and keyed to the floor plans
Structural - perspective views of the preliminary concept w/ annotations
The Schematic Design Phase closes upon your approval of the schematic design and preliminary contractor pricing.
3 - DESIGN DEVELOPMENT PHASE - Completing the details required to build your custom home
Overview
This phase focuses on the interplay of all building parts. We'll work through your design, specifying the materials and building systems necessary for construction. The 3D model will be updated to reflect your choices, along with consultant contributions, and used to revise the pricing plans and create construction drawings during the next phase.
Materials and Components
I will identify appropriate material and component options based on your architectural style and preferences. We will review manageably sized groups, broken down by area or function, discussing their pros and cons along with the implications of their use. Selections should conform to your program, budget, and schedule. The quality of materials and components you select can most affect the budget in this phase. Having your contractor review these choices can be invaluable in keeping within the budget.
Interior Design
The interior design process addresses the functional improvement, aesthetic enrichment, and psychological enhancement of interior space. These factors influence how spaces interact with one another and how well the interior environment supports your physical and mental wellbeing over time. Consideration of these qualities began during the schematic design phase, informing decisions relating to:
The structure's form and relationship to the site
Relationship between interior and exterior space
Transitional spaces merging interior and exterior environments
Activity requirements and user types
Circulation paths and freedom of choice along those paths
Wall types and locations, window and door types, placement, and sizing
The style, form, and finish of cabinetry, built-ins, and millwork
Lighting design
Although my plans and models depict functional furniture layouts, materials, and surface treatments, I do not offer complete interior design services. An interior designer can refine the many options, composing palettes tailored to fit your style and budget.
Code Compliance
The design requirements of governing authorities, having jurisdiction over your project, will be researched and incorporated into the construction drawings.
Design Consultants
Specifications and drawings provided by design consultants supplement the construction drawings. These professional services are related to:
Geotechnical - soil properties concerning foundations, retaining walls, and septic systems
Structural - foundation and retaining walls, steel structures, and engineered framing
Survey - property lines, setbacks, contour lines, roads, utilities, adjacent buildings, relevant trees, views (mountain, waterfront, etc.), and compass
HVAC - load calculations, duct design, system recommendations and layout
Plumbing - main, supply, and waste line paths, system recommendations and layout
The Design Development Phase closes upon your approval of the finished design, acceptance of updated contractor pricing, and your request to commence the construction drawings.
4 - CONSTRUCTION DRAWINGS - Assembly instructions for your project and an important part of the construction contract documentation
Construction Drawings provide a description, through drawings and annotations, of the full extent and quality of work necessary to complete the project. Producing your drawings is an exacting process demanding accuracy and thoughtfulness, along with consideration of how the elements communicate and will be interpreted. The drawings are built-up according to recognized conventions and structured to avoid ambiguity and confusion.
The pages are interrelated, mutually reinforcing, and indexed to support cross-referencing.
A consistent approach keeps the drawings and pages clear, concise, and complete.
Checklists and verification procedures ensure that nothing is overlooked.
Depending on the complexity of your project, the Construction Drawings may include:
Schedules
Exterior Elevations
Building & Wall Sections
Details & Assemblies
Interior Elevations
MPE Plans
Cover Page
Project Data
Exterior Perspectives
Site Plans & BMP Plan
Floor Plans & Enlarged Plans
Reflected Ceiling Plans
5 - THE CONSTRUCTION PHASE - Supporting the team and shepherding your design through construction
Team Dynamics
Successful construction projects require solid working relationships built on trust, respect, and free-spoken communication. Understanding your fellow team members' responsibilities and considering their perspectives is key to achieving a collaborative environment. Potential discrepancies in physical work or drawings can sometimes arise during construction. A spirit of cooperation is indispensable for resolving an issue without disrupting your builder's performance.
Design Support
I will act as translator and interpreter of the construction drawings when:
My specialized knowledge and experience can effectively inform Owner and Contractor decisions.
An issue arises out of the application of the drawings and the physical work of the project.
An issue arises relating to a lack of clarity or a discrepancy in the construction drawings.
Requesting Information
I ask that team members call me before submitting a written request for information. Talking it over insures, I have a clear understanding of the conditions and their concerns early on. A discussion also helps determine if a firsthand assessment, additional data gathering, or an on-site meeting will be necessary to resolve the issue efficiently.
Providing Information
Upon receiving the written (email) request for information, I will promptly prepare supplemental drawings and annotations, as appropriate.
On-site Inspections
I provide inspection services throughout the construction phase, for the sole purpose of verifying that the work conforms to the construction drawings.