Checklists · Small spaces
Home Office Brief Preparation Checklist
Helps an owner describe how work really happens at home, list the equipment and competing uses a room has to carry, and arrive at a first design conversation with priorities already written down rather than improvised.
7 sections · 42 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/home-office-and-small-space-planning/home-office-brief-preparation · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- The pattern of a real working day rather than an idealised version of one
- Equipment that has to keep a permanent place in the room
- What the room is still expected to do outside working hours
- Requirements that arrive from an employer, a client or another party
- The fixed features of the room that any layout has to accept
Audience
Who this checklist is for
- People who have started working from home and are still improvising a setup
- Households where one room has to absorb work alongside everything else
- Anyone preparing for a first conversation with a designer about a working space
- Owners deciding whether a home working space needs building work at all
Timing
When to use it
- Describing honestly how and when work happens in the home
- Listing the equipment a working surface actually has to carry
- Recording the fixed features of a room before any layout is drawn
- Gathering the questions an employer, an adviser or an authority has to answer
- Setting priorities before design development starts quietly trimming them
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Deciding whether a home may be used for business purposes at this address, which has to be confirmed locally with the relevant authority
- Settling electrical, heating or ventilation arrangements, which belong with the relevant qualified trades
- Giving guidance on insurance, tax or employment matters, which needs a suitably qualified adviser
- Determining what any wall, floor or ceiling can support, which a qualified professional has to assess
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.What a working day at home actually looks like
A brief is easier to write when it starts from what already happens rather than from an idea of how working at home ought to look.
Write down the hours you are genuinely at the desk on an ordinary working day, and note which of those hours are spoken for by meetings rather than quiet work.
Rooms that suit concentrated work and rooms that suit talking to people are not always the same room, and the split decides which one matters more.
Note who else is in the home during your working hours, what they are doing and which rooms they need while you are working.
The plan has to work for the household as well as for the worker, and a brief that ignores the others tends to get renegotiated later.
Record how often the work actually happens somewhere other than the intended room, such as the kitchen table or a sofa, and what draws you there.
The place people drift to usually has something the designated room lacks, and naming it is more useful than resolving to stop drifting.
Describe what has to be set up at the start of a working session and packed away at the end, including anything carried in from another room.
A setup that takes effort each time tends to be abandoned, so the brief should say plainly whether the space is allowed to stay set up.
Note which working days happen away from home entirely, and whether anyone else uses the room on those days.
A room that stands empty on some days is a different brief from one occupied continuously by the same person.
Separate the work that needs quiet from the work that involves talking, and note roughly how a typical day divides between the two.
This single distinction shapes almost every later decision about doors, desk position and soft materials in the room.
2.Equipment that has to keep a permanent place
Many home working problems are equipment problems in disguise, and a brief becomes far more useful when the equipment is listed rather than assumed.
List every device that has to sit in the room, including screens, a laptop or tower, any printer or scanner, and anything that charges overnight.
Designers size a working surface from a list of objects, not from a general description of office work.
Decide and record how many screens the setup has to accommodate, and whether that number is likely to change with the way you work.
Screen arrangement drives the depth of the working surface and the position of nearly everything else on it.
Consider whether a printer is genuinely used, and if it is, note how often paper has to be reached, reloaded and collected.
Printers are among the items most often designed into a home office and least often used, and the space they take is rarely reclaimed.
Ask your employer or client what equipment they supply and what they expect the home to provide, and record the answer instead of assuming.
Supplied equipment sometimes arrives in sizes nobody planned for, and it is much easier to hear about before a desk is made.
Note which devices make a noise or give off warmth when running, and consider whether each one has to be in the same room as you.
Moving one noisy or warm item out of the room often does more for comfort than any other single change.
Record whether you work from paper alongside screens, and how much open surface has to be free at the same time for that to work.
Working from documents needs a different surface from working purely on screen, and this is easy to state now and awkward to add later.
3.What the room has to do outside working hours
Very few homes can give a room over entirely to work, so the brief should say plainly what else the space is expected to carry.
List every other use the room has, such as a guest bed, laundry drying, hobbies, or a place the household keeps things that fit nowhere else.
Uses that are never written down are the ones a design quietly fails to allow for.
Decide whether the room has to stop looking like a workplace in the evening, and write down what that would involve in practice.
Concealment is a real design requirement with consequences for joinery, and it is far simpler to state at brief stage than to add later.
If the room doubles as a guest room, note where the bedding lives and everything that has to move before a guest can use the space.
Guest use is the requirement most often mentioned in passing and least often designed for.
Consider whether the working area can be closed off behind a door, and record what is on the other side of that door during working hours.
Whether a door can be shut changes the acoustic and visual brief completely, so it belongs near the top of the conversation.
Note how the room is used on non-working days, and whether the working setup is in the way when the household wants the space back.
A setup that is tolerable during the working day can be the main irritation at every other time.
Record what the household stores in this room that has nothing to do with work, and decide whether it stays or moves elsewhere.
Deciding this early avoids a design that quietly assumes the room will be emptied of everything else first.
4.What employers, clients or an adviser may ask about the space
Working from home involves parties outside the household, and their requirements are easier to gather now than to discover halfway through a project.
Ask your employer or main client whether they have any requirements for a home working space, and record what they tell you in writing.
Requirements vary widely between organisations, and they occasionally rule out arrangements that otherwise look perfectly sensible.
Note whether you handle information that others in the household should not see or overhear, and what that implies for doors, screen position and paper storage.
Confidentiality is a spatial requirement as much as a procedural one, and it belongs in the brief rather than in an afterthought.
Ask a suitably qualified adviser what working from home may mean for your household arrangements, rather than assuming that nothing changes.
This is one of the few home working questions with consequences outside the room itself, and it depends entirely on your own situation.
Insurance, tax and employment questions relating to home working are for suitably qualified advisers, and nothing here is guidance on your circumstances.
Record whether anyone comes to the home for work, how they arrive, and which parts of the home they would pass through on the way in.
Visitors change the brief for the entrance, the route through the home and what has to stay presentable during the day.
Treat any question about whether part of the home may be used for a business at this address as something to confirm locally rather than to settle yourself.
What use is permitted at a particular address must be confirmed locally with the relevant authority, and no checklist can answer it on your behalf.
Ask who is responsible for maintaining, replacing and eventually removing work equipment kept at home, and write the answer down.
Responsibility for equipment tends to be assumed rather than agreed, which becomes awkward when something fails or a role comes to an end.
5.Naming what currently makes working here difficult
The most useful part of a brief is often a plain list of what goes wrong now, described in terms of what happens rather than what you believe the cause to be.
Write down the small things that irritate you most on an ordinary working day, in the words you would use to a friend rather than to a designer.
Plain descriptions of irritation carry more design information than tidily worded requirements usually do.
Note whether the room becomes uncomfortably cold or warm while you are sitting still in it, at which times of day, and what you currently do about it.
Sitting still is a different thermal experience from moving around, and a room that feels fine in passing can be unusable at a desk.
How a room is heated, cooled or ventilated is for the relevant qualified trades to assess and design, not something to settle from observation alone.
Record when glare or reflection on a screen forces you to move, close a blind or reposition yourself, and at what time of day it happens.
Glare is time-specific and easy to leave out of a brief, yet it often decides which way a desk can face at all.
Note what interrupts you, who does the interrupting, and whether it happens because the room is open, the door is thin, or nobody can tell you are busy.
Interruption has several different causes with completely different remedies, and naming the cause avoids solving the wrong problem.
Record what ends up on the floor, the windowsill or a nearby chair because the working surface has run out of room.
The overflow tells a designer what the surface is genuinely being asked to hold, which is usually more than anyone states.
Note how often you leave the room during working hours and what you go to fetch, since a repeated errand usually points at something missing.
The thing you keep fetching often belongs in the room, and the pattern only becomes visible once it is written down.
6.The features of the room a plan has to work around
Every room brings a set of positions that were decided by somebody else, and a brief is more realistic when those are written down before layouts appear.
Mark on a rough sketch where the window, the radiator and any other heat emitter sit, and note how much wall each of them takes out of use.
These two features between them usually eliminate most of the plausible desk positions in a modest room.
Note which way the door swings and what part of the floor it needs, since that arc is often the only place a tall unit could otherwise stand.
Door arcs are among the easiest things to notice early and among the most annoying to discover once joinery has been drawn.
Note whether power and data arrive on the wall you imagine working against, or on the far side of the room, and say which in the brief.
Where power already arrives shapes an early plan, and it is one of the first things a designer asks about that owners rarely have to hand.
Any change to sockets, wiring or fixed electrical work is for the relevant qualified trade to assess, design and carry out.
If the ceiling slopes or the room sits under a roof, note how much of the floor area is genuinely usable, and whether that still makes this the right room.
A room can look ample on a plan and still offer very little space where an adult can stand, which is worth knowing before it is chosen at all.
Note which walls sound hollow and which sound solid, and record it as an observation for a qualified professional to check rather than as a conclusion.
What any wall is made of and what it can carry must be established by a qualified professional before shelving or a wall-hung desk is planned.
Record what the floor is, whether it is level enough for a chair to sit still, and whether a chair moving on it is heard elsewhere in the home.
Floor behaviour affects both the chair and anyone below, and both tend to surface later if they are not noted at brief stage.
7.Deciding what the brief has to protect
A brief that states priorities tends to survive design development, while one that simply lists wishes gets negotiated down without anyone noticing.
Decide the single thing the finished space must get right, and write it as a sentence you would be willing to repeat at every later meeting.
A stated priority gives a designer something to defend when the space starts running short.
Write down what you would give up first if the room cannot hold everything, and what you would not give up under any circumstances.
Trade-offs made calmly in advance are far better than trade-offs made under pressure once drawings exist.
Decide and record whether you want a fitted arrangement or one that can be dismantled and taken with you if the home changes.
Fitted and freestanding lead to entirely different conversations, and the choice is much easier to make before design begins.
Note whether the working arrangement is expected to be settled or provisional, and what would have to change if your pattern of work changed.
A brief written for a settled arrangement looks very different from one written for something deliberately temporary.
Record who in the household has to agree to changes in this room, and whether they have actually read the brief you are preparing.
Late objections from someone who was never consulted are a common reason home working plans stall.
Describe what a good working day in the finished room would feel like, in a few plain sentences, and keep it at the front of the brief.
This is the sentence a designer will read back to you, and it is the easiest thing to lose once technical decisions start.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- A rough sketch of the room with the window, door swing, radiator and sockets marked on it
- Photographs taken from the doorway and from the position you expect the desk to occupy
- A written list of the equipment that has to live in the room, with rough sizes taken by hand
- Anything your employer or client has issued about home working arrangements
- Notes on when the room becomes too warm, too cold or too bright to work in comfortably
- A list of everything currently stored in the room that has nothing to do with work
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- The single thing the finished working space has to get right
- Whether the room must stop looking like a workplace outside working hours
- Whether the arrangement is to be fitted or able to be dismantled and moved
- Which household items are leaving the room, and where they will go instead
- Who in the household has to agree before anything in this room changes
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Looking at this room, which desk positions would you rule out straight away, and why?
- What would you want to know about the way I work before drawing anything at all?
- What do people most often ask for in a home working space and then regret afterwards?
- How would you handle a room that has to be a workplace on some days and a guest room on others?
- What would you want confirmed about the electrical arrangements before we take this further?
- How do you approach a room where the only workable desk position faces a window?
- Which part of this brief do you think will be hardest to achieve in this particular room?
- What would you need measured properly rather than roughly before anything is made?
Blind spots
Commonly overlooked items
- Equipment supplied by an employer, which often turns out larger than anyone expected
- How warm or cold the room feels when you are sitting still rather than passing through
- The bedding, laundry or household storage the room is quietly expected to keep holding
- Time of day, and the hours when glare makes a screen genuinely unusable
- The setting up and packing away that every single working session begins and ends with
- Whether anyone visits the home for work, and what they would walk past on the way in
What this checklist does not do
- Nothing here establishes whether a home may be used for work at a particular address, which has to be confirmed locally with the relevant authority.
- Seating, posture and comfort are matters to raise with a suitably qualified professional, and this checklist makes no health or ergonomic claims of any kind.
- Electrical, heating and ventilation arrangements appear here only as questions, and they must be assessed and carried out by the relevant qualified trades.
- This checklist prepares a brief and a question list; it does not size, specify or settle any part of a home working space.
More preparation
Related checklists
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.
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