Checklists · Lighting
Lighting Brief Preparation Checklist
Helps an owner assemble a lighting brief from observed behaviour, existing complaints and clearly marked boundaries, so a designer or a suitably qualified electrician receives usable information at the first conversation.
7 sections · 42 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/lighting-discussion-preparation/lighting-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.
- Recording what each room is used for once daylight has gone
- Naming the specific complaints the current lighting produces
- Listing fittings and lamps you intend to keep and why
- Drawing the boundaries of what this conversation covers
- Putting a wanted effect into words a professional can act on
- Assembling everything into one document you can hand over
Audience
Who this checklist is for
- Owners preparing for a first conversation about lighting a home
- Households who know the lighting is wrong but cannot say how
- Owners whose lighting sits inside a wider refurbishment brief
- Anyone gathering material before a designer or electrician visits
Timing
When to use it
- Writing down evening habits before any fitting is discussed
- Turning repeated household complaints into a usable requirement list
- Recording which existing fittings are fixed points in the brief
- Separating what is firm in your brief from what is open to advice
- Preparing a single document rather than a scatter of messages
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Deciding how any lighting should be wired, grouped or supplied, which only a suitably qualified electrician can determine
- Establishing what electrical requirements apply where you live, which must be confirmed locally with a qualified professional
- Judging whether an existing installation can support what your brief describes
- Specifying fittings, lamps or control equipment of any kind
- Advising anyone whose sight or health affects how they experience light
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 the household actually does after dark
A lighting brief that starts with fittings starts in the wrong place. Behaviour written down plainly decides almost everything that follows.
Write down what each room is used for once daylight has gone, in plain words, because the evening life of a room is often nothing like its daytime one.
Rooms are usually described by their name rather than their use, and the name tells a designer very little about the light needed there.
Record which rooms are still in use in the last stretch before anyone goes to bed, and how much light is wanted in them at that point.
Winding down has different needs from the rest of the evening, and it is the part owners complain about most afterwards.
Note who is up first, which lights they switch on before anyone else is awake, and whether that currently wakes the rest of the household.
Early-morning switching is a real constraint that almost never reaches a brief, and it shapes what should be separately controlled.
Record whether anyone is regularly awake when the rest are not, for shift work, a baby or illness, and trace the route they take through the property.
Those routes need light that does not disturb anyone else, and describing them is far more useful than asking for gentle lighting.
Write down which rooms nobody in the household wants brightly lit in the evening, and say who feels that most strongly.
Disagreement inside a household is normal and worth surfacing early rather than discovering it once everything is switched on.
Note the occasions each room has to cope with that are not an ordinary evening, such as a full table of people or a room cleared for something else.
Schemes designed only for ordinary evenings fail visibly on the occasions the owner cares most about.
2.Naming what the current lighting gets wrong
Existing complaints are the most reliable material in a brief, provided they are written as specifics rather than as a wish for something better.
List the complaints you already have in the words you would use to a friend, rather than translating them into a general request for better lighting.
A designer can work with the sentence about not being able to see into the back of a cupboard; they cannot work with a request for better lighting.
Note every room where somebody has added a plug-in lamp to solve something, and what that lamp is doing that the fixed lighting does not.
An added lamp is a written record of a shortfall, and it points at the exact position and job that were missed.
Record which existing lights are never switched on, and note whether that is because of the effect they give, the position of the switch or the glare.
An unused fitting is as much a fault as a missing one, and the reason it is avoided is the useful part.
Note where you switch on more light than you actually want simply because there is no way to have less in that room.
This is one of the most common complaints in existing homes and it belongs in the brief as a stated problem, not as a request for dimming.
Record whether any room is lit almost entirely by table or floor lamps because the ceiling fitting is unpleasant to sit under.
Rooms where the main fitting has been abandoned tell you something specific about what to avoid repeating.
Write down anything about the current lighting that has caused a repeated argument or complaint, however small it seems on paper.
Recurring friction is a stronger signal than a considered opinion, and it is usually about control rather than about the fitting.
3.Lighting you already own and hope to keep
What stays is a constraint, and a designer needs it stated before anything is proposed rather than discovered halfway through.
List the fittings you intend to keep and where each one currently sits, since anything fixed changes what can sensibly be proposed around it.
Keepers are usually mentioned late and casually, by which point a scheme has already been drawn around their absence.
Note which keepers are sentimental or inherited, so their position is treated as a firm constraint rather than as one preference among many.
A designer will happily plan around a fixed point, but only if it is presented as fixed rather than as something you quite like.
Record any fitting whose replacement parts or lamps you have never had to source, and add finding that out to your list of open questions.
A fitting you cannot re-lamp becomes a problem long after the project, and the answer usually sits with the maker or a supplier.
Whether a particular lamp or component remains available is a question for the maker or supplier, not something to assume from what is fitted now.
Note the portable lamps you genuinely use, where their cables currently run, and whether anyone trips over or unplugs them.
Portable lighting that is here to stay deserves to be planned for rather than quietly designed out and then reintroduced.
Record whether any existing fitting is on a control nobody in the household understands, and photograph the control before anything changes.
Undocumented controls are common in homes that have been altered more than once, and they are easiest to unpick before work starts.
Note any fitting you dislike but have kept for a reason outside your control, and raise the reason as something to confirm rather than to solve yourself.
Where a property carries restrictions on what may be altered, what applies must be confirmed locally with the relevant authority and a qualified professional.
4.Drawing the boundaries of the lighting conversation
Lighting spreads quietly into rooms nobody meant to include. Stating the edges early keeps the first conversation honest.
Write down which rooms are inside this conversation and which are explicitly outside it, including the ones you are undecided about.
Undecided rooms behave differently from excluded ones, and marking them as undecided keeps the option open without inflating the brief.
Record which ceilings, walls or finishes you are not willing to have disturbed, and say why, since that shapes what is realistic in those rooms.
A recently decorated ceiling is a genuine constraint, and stating it prevents proposals that were never going to be acceptable.
Note whether this lighting sits inside a larger project, and who else is working in the same ceilings and walls at the same point.
Lighting is decided in the same ceiling void as several other things, and the brief should say what else is happening there.
How work by different trades in the same ceiling should be sequenced and coordinated is for the qualified professionals involved to establish.
Record whether anything outside the building is part of this conversation, such as an entrance, a path or a garden seen from indoors.
Outdoor lighting brings its own requirements that vary by location and must be confirmed locally with a suitably qualified electrician.
Note which parts of the brief you would let go of first if the scheme has to be reduced, and which parts you would not give up.
Stating your own order of importance keeps later reductions in your hands rather than being made for you by circumstance.
Record whether you expect the whole property to be addressed at once or in stages, and which part this first conversation is meant to cover.
Work done in stages needs decisions taken now about things that will not be touched until later, and that should be said out loud.
5.Putting the effect you want into words a professional can use
Most lighting briefs fail on vocabulary. The fix is to attach every adjective to a room, a time and a situation.
Avoid leaving words such as cosy, bright or restful standing alone, and write each one beside the room and the moment it applies to.
The same word means opposite things to two people, and the situation attached to it is what makes it interpretable.
Collect images you respond to and note beside each one whether it is the light you like or the room, the furniture or the view.
Owners frequently gather images of rooms they admire for reasons that have nothing to do with the lighting in them.
Mark any image whose effect clearly depends on the building being different from yours, such as a much taller ceiling or a wall of glass.
Naming this yourself saves a difficult conversation later and shows what you are actually drawn to underneath the image.
Whether an effect can be reproduced in your property depends on the building and must be assessed by suitably qualified professionals.
Record which rooms you want to feel related to one another and which you want to feel quite separate, particularly where rooms are open to each other.
In open-plan arrangements this decision has more effect on the result than the choice of any individual fitting.
Write down what you do not want as plainly as what you do, including effects you have seen elsewhere and disliked.
A clear list of dislikes narrows the field faster than a list of likes and is far easier for an owner to produce honestly.
Mark which parts of your brief are firm and which are genuinely open to advice, so a professional knows where their expertise is wanted.
A brief that reads as entirely fixed invites silence, and one that reads as entirely open invites proposals you never wanted.
6.Who has to operate it and who has to live with it
A scheme only one person can work is a scheme that gets left on. Record the whole household, including the people who visit.
List everyone who uses the property regularly, including children, visitors and anyone who comes to help, since all of them will meet the controls.
Briefs are usually written by one person for themselves, and the resulting controls make sense to nobody else.
Note whether anyone finds the existing controls hard to see, reach or understand, and pass that on as an observation rather than as a solution.
How lighting and controls should be adapted for a particular person is a matter for a qualified professional who can advise for the individual.
Record whether anyone in the household is troubled by bright light, glare or flicker, and treat that as something to raise rather than to design around yourself.
Anything relating to health, sight or comfort of a particular person should be discussed with a suitably qualified professional rather than settled from a checklist.
Note whether the household includes people of very different heights or reach, since a control or fitting that suits one may be awkward for another.
This is easy to observe at home and almost impossible for a professional to guess without being told.
Record who will be responsible for changing lamps and cleaning fittings, and note anywhere that would need more than a domestic step to reach.
Maintenance access shapes what is sensible to propose, particularly over stairwells and above tall furniture.
Safe access to anything high or over a stairwell should be discussed with a qualified professional rather than attempted on the basis of a checklist.
Note whether the property is ever used by people who do not know it, and how they are expected to find and work the lighting.
Anything a stranger cannot operate on their first evening will be reported as broken sooner or later.
7.Assembling the brief into something you can hand over
The final step is turning scattered notes into one readable document, so the first meeting is spent on decisions rather than on discovery.
Gather the brief into a single document rather than leaving it spread across messages, photographs and conversations nobody can retrieve.
Material that lives in a message thread is effectively invisible to everyone who joins the project later.
Give each room one page carrying its uses, its complaints, its keepers and anything about it you have marked as undecided.
A per-room page is the format most professionals can actually use, and it makes gaps in your own thinking obvious.
Include a rough sketch of each room with the furniture positions marked, because lighting follows furniture far more closely than it follows walls.
A plan without furniture invites a symmetrical arrangement of fittings that suits nobody sitting in the room.
State plainly which entries are requirements and which are aspirations, rather than presenting the whole brief at one level of insistence.
Everything written in the same tone gets treated as equally negotiable, which is rarely what the owner intended.
Ask what else the professional wants from you before their first visit, and add whatever they name to your document.
Different professionals ask for quite different material, and asking first avoids preparing the wrong things thoroughly.
Agree in writing how changes to the brief will be recorded once it has been handed over, and who keeps the current version.
Lighting briefs change constantly during a project, and undocumented changes are where most later disagreements begin.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- Your written notes on what each room is used for once daylight has gone
- A list of existing complaints in your own words, room by room
- Photographs of the fittings you intend to keep, in position
- Photographs of any existing control nobody in the household understands
- Rough sketches of each room with furniture positions marked on them
- The images you respond to, annotated with what you are actually reacting to
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.
- Which rooms are inside this conversation, which are outside and which are undecided
- Which existing fittings are fixed points that the scheme must work around
- Which surfaces and ceilings you are not willing to have disturbed
- What you would let go of first if the scheme has to be reduced
- Which parts of the brief are firm and which are genuinely open to advice
- Whether the property is being addressed at once or in stages, and which stage this covers
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Reading this brief, what is missing before you could sensibly propose anything
- Which of my requirements would you push back on, and what is the reason
- What does the existing installation here allow, and what would need to change
- Which local requirements apply to work of this kind, and who confirms they are met
- Which of my questions belong with a supplier rather than with you
- How would you keep a fitting I want to reuse working within a new scheme
- At what point does this brief have to be settled, and what does a later change involve
- What would you want to see for yourself before the brief is treated as final
Blind spots
Commonly overlooked items
- Plug-in lamps added over time, each marking a place the fixed lighting failed
- Fittings that are never switched on, and the reason nobody uses them
- The route taken by whoever is awake when the rest of the household is asleep
- Who will actually be changing lamps, and whether anything is out of comfortable reach
- Rooms that are open to each other, where one decision governs the feel of both
- Images collected for the room rather than for the light in it
What this checklist does not do
- This checklist helps you describe what you want; it makes no judgement about how any of it should be achieved electrically.
- Nothing here establishes what an existing installation can support, which only a suitably qualified electrician can assess at the property.
- Requirements for electrical work vary by location and change over time, so what applies to your property must be confirmed locally rather than assumed.
- Anything concerning a household member whose sight, health or reach affects how they use light belongs with a qualified professional advising that person.
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.
Lighting Discussion Preparation Checklists
Preparation checklists for lighting conversations — what each room is used for at different times, where controls belong, and what to ask a designer or electrician.
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