Checklists · Landscape
Landscape Scope Conversation Preparation Checklist
Help an owner define where a landscape project starts and stops, so exclusions, supply responsibilities and making good are settled in writing rather than discovered once the ground is open.
8 sections · 48 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/landscape-project-planning/landscape-scope-conversation-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.
- Where the work stops on the plot and which areas stay untouched
- Removal, spoil and what is expected to leave the site
- Making good where the garden meets the house and existing surfaces
- Items the household may supply or carry out itself
- Responsibility for levels, drainage design and outdoor services
Audience
Who this checklist is for
- Owners about to describe an outdoor project to more than one party
- Homeowners with a design who now need to define the work around it
- People whose outdoor project has grown beyond what they first imagined
- Anyone writing down what is included before conversations begin
Timing
When to use it
- Writing down the boundary of an outdoor project before describing it to others
- Listing exclusions so they are visible rather than quietly assumed
- Recording who supplies materials, plants and equipment for each part
- Preparing questions about making good, reinstatement and the edges of the work
- Agreeing within a household what genuinely sits inside this piece of work
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Deciding what any authority requires before outdoor work can proceed
- Setting drainage, retaining or electrical scope for your specific site
- Judging whether a proposed scope is complete or technically adequate
- Assessing whether any party is suitable to carry out part of the work
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.Drawing the edge of the work on the plot
Scope arguments almost always happen at the edges. These prompts fix the edge to something visible on site rather than to a line on a sketch.
Mark on a copy of your sketch exactly where the work stops, tying the line to something visible such as a fence post or the corner of a shed rather than a vague sweep.
An edge described by a physical feature can be pointed at on site, which is what settles a disagreement later.
Write down which parts of the garden are staying untouched and say plainly that they are excluded, rather than leaving them unmentioned.
Areas nobody mentions get read differently by each party, and an explicit exclusion is far clearer than silence.
Note whether the front garden, the side passage and any shared path sit inside the work or outside it, since these are the parts most often assumed either way.
The side passage in particular tends to be used heavily during works and then argued about at the end.
Record whether the work includes anything on a roof, balcony, terrace or raised deck, as those areas are commonly treated as a separate piece of work.
Raised areas bring different constraints, and lumping them into a general garden scope hides that difference.
Consider whether the work extends to the boundary line itself or deliberately stops short of it, and write down which of those you intend.
Working right up to a line involves other people, whereas stopping short keeps the work entirely within your control.
Work at or across a boundary line may involve your neighbour and matters that must be confirmed with the relevant authority.
Note any part of the garden that has to remain usable throughout, such as the route to a gate, a meter box or a fuel store, and state that as a constraint.
Areas that must stay open change how the site can be run, and they are easier to declare now than to reclaim once work is under way.
2.What leaves the site and who takes it away
Removal is the part of an outdoor scope most often assumed rather than stated. These prompts make the assumptions visible.
List everything you expect to be taken away, including surfaces, structures, planting and anything buried that you already know about.
A written removal list is far more reliable than a shared impression that the garden is being cleared.
Ask who is responsible for taking spoil and rubble off the plot, and record the answer rather than assuming it sits inside the work.
Excavated material is bulky and awkward, and responsibility for it is one of the most common gaps in an outdoor scope.
Write down anything you want kept rather than removed, such as reclaimed materials, topsoil or a structure being re-used elsewhere on the plot.
Materials worth keeping tend to leave in the first load unless somebody has written down that they stay.
Note where excavated material could sit on the plot if it is not leaving immediately, and confirm whether that position is acceptable to you.
A spoil heap in the wrong place blocks access and kills whatever is beneath it, and its position is easily agreed in advance.
Where spoil can safely sit, and what its weight means for surfaces or structures beneath, is a question for a qualified professional.
Consider whether anything being removed might contain material needing special handling, and raise it as a question rather than settling it yourself.
Older garden structures and made-up ground sometimes contain material that changes how removal has to be approached.
Suspected hazardous material, contaminated ground or unidentified buried material must be referred to a qualified professional before any disturbance.
Record whether stumps, roots and old foundations are inside the removal scope or are being left in the ground where they are.
What stays underground constrains everything built above it, and the decision is far easier to make while the ground is open.
3.Where the garden meets the house and existing surfaces
The junction between new outdoor work and the building is where scope gaps cause the most trouble. These are questions to put, not answers to settle.
Write down what happens at the threshold of every external door, and ask who holds responsibility for the junction between new surfacing and the house.
Thresholds sit between trades, which is exactly why nobody claims them unless the question is asked directly.
Levels against a building, damp-proof courses and door thresholds must be established by a qualified professional for your property.
Note where new work will meet an existing path, driveway or paved area, and ask how that joint is being handled.
A joint between old and new work is visible for the life of the garden, and it is rarely described unless raised.
Record which existing surfaces are expected to be reinstated, and describe in plain words what reinstated means to you.
Reinstatement means very different things to different parties, and writing your version down closes the gap early.
Ask who makes good the grass, planting and surfaces damaged by access, and record the answer before any machinery arrives.
Access damage is predictable and always disputed afterwards, so the responsibility is worth settling while relations are good.
Consider whether downpipes, gullies, vents or external taps sit inside the work area, and note that each has to remain reachable afterwards.
These small items are easily buried or built around, and the consequences appear long after everyone has left.
Alterations to rainwater goods, gullies or any external service should be discussed with a qualified professional and the relevant provider.
Note whether any wall of the house is being touched, even for a fixing, so it is raised early rather than treated as incidental.
Fixing into a building is a different proposition from working in the ground, and it belongs in the scope explicitly.
Any fixing into or work against the building fabric should be discussed with a qualified professional before it is scoped.
4.Work at the boundary and what involves other people
Anything near the edge of the plot can depend on somebody else. These prompts identify those dependencies while they can still be planned around.
Write down which boundary structures the work touches and whether you believe you own each of them.
Ownership decides who may alter a structure, and it is worth establishing before it appears inside a scope.
Boundary ownership is established from your title documents and, where it remains unclear, with a suitably qualified adviser.
Note whether any part of the work would need access from a neighbour's land, and record that as a dependency rather than a passing detail.
Access that depends on somebody else can stop a whole stage, and it is far easier to arrange before dates are set.
Consider whether a shared hedge, wall or fence would be altered, and write down what would change on the other side of it.
The neighbour experiences the far side of your work, and describing that side is what makes the conversation straightforward.
Record any tree near the boundary that could be affected by the work, and treat it as an open question rather than an inclusion.
Trees near a line often belong to somebody else or carry protection, and both take time to establish.
Tree condition, root protection and any protection status must be assessed by a qualified arboricultural professional and confirmed locally.
Note where spoil, materials or machinery would sit close to a boundary, and whether that affects anyone else's use of their own land.
Storage against a shared edge is the most frequent cause of complaint during outdoor works, and it is easily relocated on paper.
Write down whether the scope includes anything on the public side of the plot, such as a verge, a footway or a vehicle crossing.
The public edge is governed differently from your own land, and treating it as ordinary scope causes delays.
Anything on or adjoining the public highway must be confirmed with the local authority before it is treated as part of the work.
5.Items you supply or carry out yourself
Owner-supplied items sit outside somebody else's control, which changes what can be promised about them. These prompts make that split explicit.
List anything you intend to supply yourself, and ask what happens if it arrives late, damaged or in the wrong quantity.
Owner supply moves risk onto the household, and the consequences are worth understanding before the arrangement is agreed.
Write down any part of the work the household plans to carry out, and note where it sits in relation to work done by others.
Self-performed work has to fit a sequence, and an unplanned dependency on the household stalls everyone else.
Ask who is responsible for setting out and working out quantities for anything you are supplying yourself.
Quantities calculated by the wrong party are the usual cause of a shortfall halfway through laying a surface.
Note whether you expect to plant anything yourself, and record the point at which the beds would be handed over to you.
A clear handover point tells you what state the ground will be in and what preparation is still someone else's responsibility.
Consider whether an existing item you own is being re-used, and ask what happens if it turns out not to be re-usable once uncovered.
Re-use looks straightforward until the item is lifted, and a stated fallback keeps the work moving.
Record where owner-supplied materials will be stored and who carries responsibility for them while they sit on site.
Responsibility for materials in a shared working area is rarely obvious, and it matters if something is damaged or goes missing.
Responsibility for materials on site is a matter to agree in writing with the party carrying out the work.
6.Things quietly assumed to be included
Every outdoor scope carries silent assumptions. These are the ones that most often turn out to belong to nobody.
Ask whether protection of surfaces, planting and neighbouring property along the access route is inside the work or outside it.
Protection takes effort and is skipped when nobody has claimed it, which is precisely when damage occurs.
Write down who provides water and power for the works, and from where each would be taken.
Site supplies are assumed to come from the house, and that assumption is worth testing before work starts.
Temporary supplies for site work should be arranged by a qualified professional; do not assume an existing outdoor socket or tap is suitable.
Ask whether a final clean of the surfaces and the access route is included, and what state you should expect the garden to be left in.
The finishing clean is a small item that shapes the whole impression of the work, and it is often nobody's stated job.
Note whether setting out, marking levels and checking the design against the site is inside the scope or expected from someone else entirely.
Setting out sits between design and construction, which is exactly why it goes unclaimed.
Setting out and levels are matters for a qualified professional, and the responsibility should be stated rather than inferred.
Consider whether soil improvement, topsoil supply and preparation of the beds is included or listed as a separate item.
Ground preparation is invisible in a finished garden, which is why it is the first thing to disappear from an unclear scope.
Ask who is responsible for removing temporary fencing, protection and site facilities once the work has finished.
Temporary items outstay the project when their removal has not been allocated to anyone.
7.Who takes responsibility for levels, drainage and outdoor services
These are the parts of an outdoor project that must sit with qualified people. The scope conversation is where you find out who that is.
Write down who is taking responsibility for how water leaves the finished surfaces, and treat any uncertainty as an open question rather than a detail.
Water has to go somewhere, and an unallocated responsibility for that usually surfaces during the first heavy rain.
Surface water drainage design belongs with a qualified professional, and what is permitted must be confirmed with the local authority.
Ask who designs any change in level and any element that holds ground back, and record that answer before the work is scoped further.
Level changes look like landscaping and behave like structures, and the design responsibility needs a named holder.
Retaining structures must be designed by a qualified professional; nothing agreed in a scope conversation replaces that.
Note whether outdoor electrical work sits inside the scope and who would carry it out.
External power is frequently added late, and adding it after surfacing is far more disruptive than including it now.
External electrical work should be designed and carried out by a qualified electrician, with local requirements confirmed.
Record whether anyone has looked for buried services on the plot, and treat unknown services as a question for the professionals involved.
Assuming a garden is clear underground is the assumption most likely to stop a project abruptly.
Locating buried services is work for a qualified professional and the relevant providers, never something to establish by digging.
Ask what happens to the scope if ground conditions turn out to differ from what everyone expected.
Ground is the largest unknown in outdoor work, and an agreed route for handling surprises prevents an argument later.
Write down which parts of the work depend on somebody else finishing first, and who is coordinating those handovers.
Dependencies between parties are where outdoor projects stall, and naming a coordinator makes them somebody's problem.
8.Writing scope down so later changes stay visible
Scope only holds if it is written and versioned. These prompts keep the description of the work honest as things move.
Keep one written description of the work that everyone refers to, and record which version of it each conversation relates to.
Multiple informal descriptions circulating at once is the usual root of a scope disagreement.
Write down anything described only in conversation, and ask for it to be added to the written scope before it is relied upon.
Verbal additions feel settled at the time and evaporate under pressure, so they need to land in the document.
Record what is deliberately excluded in its own list, so exclusions are as visible as inclusions rather than hidden in prose.
A separate exclusions list is the fastest way for anyone to see the shape of the work at a glance.
Agree in writing how a change to the scope is raised, who confirms it and where it gets recorded.
Changes happen in every outdoor project; what varies is whether there was an agreed route for them.
Note which items were described as provisional or dependent on something being uncovered, and keep that list where you can find it.
Provisional items are remembered as firm once time passes, and a flagged list keeps expectations accurate.
Write down who in the household is able to agree a change, so the scope is not altered during a passing conversation in the garden.
Site conversations are informal and persuasive, and a single named decision-maker keeps the written scope intact.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- A marked-up sketch showing exactly where the work stops on the plot
- The written description of the work in the version you were last given
- A list of everything the household intends to supply or carry out itself
- Photographs of surfaces and planting along the access route before work starts
- Any title plan or boundary information you hold for the property
- Notes of anything described in conversation and not yet written down
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.
- Where the work stops and which areas of the garden are explicitly excluded
- Who removes spoil, rubble and everything taken out of the ground
- What making good means at the house edge and along the access route
- Which items the household supplies or carries out, and at what point
- Who is taking responsibility for levels, drainage design and outdoor power
- How a change to the scope is raised, agreed and written down
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Which parts of what I have described would you treat as outside your scope?
- Who is responsible for setting out and checking levels once work starts?
- What happens to the scope if the ground turns out to differ from expectations?
- Which items here would need another specialist, and who arranges them?
- What state will the garden be left in, and what does making good include?
- Which elements of this work would I need to confirm locally before it proceeds?
- How do you raise a change, and what would you need from me to agree it?
- What do you need me to decide before the work is described in writing?
Blind spots
Commonly overlooked items
- Reinstating grass and planting damaged by machinery on the access route
- Who removes the spoil heap once the ground work has finished
- The junction where new surfacing meets an existing path or driveway
- Keeping meters, gullies and external taps reachable after the work
- Storage of and responsibility for materials the household supplies itself
- Stumps and old foundations left in the ground because nobody listed them
- The final clean and the removal of protection at the end of the work
What this checklist does not do
- Defining scope is not the same as establishing what is technically required; that is for a qualified professional on your site.
- Nothing agreed in a scope conversation determines whether a consent, notification or local requirement applies to the work.
- Boundary ownership and access across a neighbour's land are established from your documents and with a suitable adviser.
- This checklist cannot tell you whether an omission from a scope is deliberate or simply an oversight.
More preparation
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Inspiration
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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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