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Contractor Interview Preparation Checklist

Prepares an owner to run a useful conversation with a contractor by assembling the site information a builder needs, the questions only an owner can ask, and a way of recording answers that keeps separate conversations like for like.

Project stage:Choosing professionalsBefore work begins

7 sections · 39 planning prompts · educational owner-side preparation

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The checklist

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More preparation

Related checklists

Reference Conversation PrepPreparing to speak to the people a professional offers as references: how to ask, what to ask about behaviour rather than opinion, and what a reference can never tell you.Quote Comparison PreparationHow to put written quotes on a like-for-like footing: one issued scope, the exclusions nobody reads, the assumptions behind each one, and what to ask before shortlisting.Landscape Professional TalkBefore a landscape designer or contractor walks your plot, work out what lies under the garden, how water behaves in heavy rain, and who is answerable once planting is in.Contract Conversation PrepPreparing for the conversation before anything is signed: which documents make up the arrangement, what to read closely, and what your own legal adviser should see first.Architect First MeetingPreparation prompts for a first meeting with an architect: which property records to dig out, how to state the brief in your own words, and what to note afterwards.Owner Site Visit PreparationGetting the property ready for a professional visit: access and arrival, making the awkward corners visible, what to have to hand, and writing it down before it fades.Issue Escalation QuestionsHow to raise a concern on a live project in a way that stays factual, evidenced and recorded, and which questions to ask before deciding what should happen next.Information Between TradesOwner-side prompts for the joins between trades, where drawings, concealed services, setting-out marks and leftover materials most often stop being passed on.

Inspiration

Related Ideas Library pages

Design directions to explore once the preparation is done.

Go deeper

Related Build Design Hub guides

Explanatory planning guidance behind the decisions on this page.

Hiring Professionals Preparation Checklists

Preparation checklists for conversations with professionals — what to prepare before a first meeting, what to ask, and what to record afterwards.

Browse all Hiring Professionals checklists →