Checklists · Outdoor living
Roof Terrace Discussion Preparation Checklist
Help an owner arrive at a roof terrace conversation with the right observations, documents and questions, while leaving every judgement about the roof, its edges and what it can carry to qualified professionals.
8 sections · 44 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/outdoor-living-and-surfaces/roof-terrace-discussion-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.
- Describing what the space would be used for and by how many people
- Assembling what is already known and recorded about the roof beneath
- Getting people, furniture and materials up to a level with restricted access
- Wind, sun and exposure that behave nothing like they do at ground level
- Where water leaves the roof and how debris reaches those outlets
- Reaching what lies under any new surface once it is finished
Audience
Who this checklist is for
- Owners with a flat roof they are wondering whether they could ever stand on
- Households in a building where an existing terrace is tired and being reconsidered
- Owners preparing to speak to an architect or engineer for the first time
- Anyone who needs to understand what questions a roof terrace actually raises
Timing
When to use it
- Writing down what the space would be for before anyone is asked about it
- Gathering the building records and previous roofing paperwork you hold
- Recording exposure, outlook and overlooking observed from the level itself
- Listing everything you imagine standing on the roof, for someone else to assess
- Preparing the questions that belong with an engineer, architect or roofing specialist
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 roof can be used as a terrace or carry anything at all
- Judging the condition, construction or remaining life of any roof covering
- Determining what protection is needed at an edge, or how high anything should be
- Establishing what consents, notifications or building requirements apply
- Deciding how water is taken off a roof or where outlets should be
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 you would actually use the level for
The use description is the one part of this that belongs entirely to the owner, and it shapes every professional answer that follows.
Write down whether you picture a quiet place for one or two people or somewhere the household gathers, and be specific about which it really is.
The two descriptions lead to completely different conversations about access, protection and what the space has to accommodate.
Record how many people you imagine being up there at once, including the busiest occasion you would ever want, and hand that figure to the professionals as a question.
Numbers are the first thing an engineer will ask about, and an honest answer given early prevents a design being quietly stretched later.
How many people a roof may take is a matter for a qualified engineer to determine; never treat your own expectation as an answer.
Note when you would use the space, whether that is mornings, evenings or as somewhere to step out to briefly, since exposure matters differently at each.
A terrace used only in the evening has different shelter and lighting needs from one intended for the middle of the day.
Consider whether children or pets would ever be on the level, and record that plainly, because it changes what the professionals must consider from the outset.
Protection at edges and any consideration relating to children on a roof level is entirely a matter for qualified professionals and local requirements.
List everything you imagine on the roof, including planters, containers of soil, water, furniture, a store, a canopy and anything else, however modest it seems.
A complete list gathered before the first meeting saves repeated visits, and the items owners leave off are usually the heaviest ones.
This list is information for a qualified engineer to assess; it is never an owner decision about what a roof can take.
Decide whether the space is a fine-weather addition or something you intend to use across the year, and note what the second answer would demand of it.
Ambition set out honestly early prevents a design being stretched later into something the roof beneath was never being asked about.
2.What is already known about the roof beneath
Most of the answers depend on the roof, and much of what is known about it exists only in paperwork nobody has looked at recently.
Gather any paperwork you hold about previous work to the roof, including specifications, product information and correspondence, however old it looks.
Previous roofing paperwork often names the covering and the method used, which saves a great deal of investigation and can change the advice you get.
Look out any drawings, surveys or building records for the property and note what exists, even if you cannot interpret them yourself.
Professionals would far rather see incomplete records than none, and owners routinely have documents they assume are of no interest.
Write down what rooms sit directly beneath the roof, and whether any of them are habitable, since that changes the nature of the whole conversation.
Anything built over habitable space is a matter for qualified professionals throughout, including whether the idea is feasible at all.
Record any history of leaks, staining or damp in the rooms below, including when they happened and whether anything was done about them.
A written history, even an uncertain one, tells a professional where to look and often explains what previous work was trying to achieve.
The cause and significance of any leak or staining must be established by a qualified professional before a roof terrace is considered further.
Note when the roof covering last received attention, as far as you know, and record who told you that and how confident you are in it.
Uncertainty recorded as uncertainty is useful; a half-remembered date presented as fact leads to advice built on the wrong assumption.
Write down whether anyone other than you has an interest in the roof, such as a management arrangement, another household or a shared structure.
Where others have an interest in a roof, permissions and obligations apply that must be established through appropriate professional advice.
3.Reaching the level and getting things up there
Access decides whether a roof terrace is used, and how the work could ever be carried out. It is worth thinking about before anything else is drawn.
Describe exactly how you would reach the level today, whether through a door, a window, a hatch or not at all, and note what that route is like.
The existing route often turns out to be the whole project, and describing it honestly is more useful than describing the terrace you imagine.
Consider whether you could carry a tray, a chair or a container of compost along that route, and note where it would become impossible.
A terrace reached only with both hands free is used far less than owners expect, which quietly wastes the whole undertaking.
Note how materials and waste could physically reach and leave the level, including whether they would pass through the building or from outside it.
Access governs whether the work is realistic at all, and describing the street and the building honestly avoids a wasted first conversation.
How materials reach a roof level, and any lifting or access equipment involved, is for qualified professionals to plan and for the local authority where public space is affected.
Write down how you would get back inside in the dark or in sudden weather, and whether any door or hatch could shut behind you.
Being shut out on a roof is a genuine risk owners rarely consider, and it is a reasonable requirement to raise at the first conversation.
Record whether everyone in the household could manage the route, including anyone who finds stairs or a ladder difficult, and note it as a question.
Access arrangements and anything relating to how people move between levels are matters for qualified professionals and local requirements.
4.Wind, sun and exposure well above the ground
Conditions on a roof bear little relation to the garden below, and the owner is the only person able to observe them over time.
Note how windy the level is compared with ground level, and which direction the wind arrives from, observing it on more than one occasion.
Wind is the reason most roof terraces are used less than expected, and it is far stronger and more constant than at ground level.
Record what if anything already breaks the wind at that level, and note that anything you might add to do so is a question rather than a plan.
Screens, canopies and anything that catches wind on a roof impose forces that only a qualified engineer can assess.
Note how much of the level is in full sun and for how long, since roofs are typically far more exposed than any ground-level space at the same property.
Constant sun changes what materials are comfortable underfoot and how quickly anything planted there dries out.
Consider how hot the existing surface becomes in full sun, and whether anyone would want to walk on it barefoot or sit close to it.
Surface heat is easily observed by an owner and rarely mentioned in a brief, yet it decides when the space is genuinely pleasant.
Stand at the level and record what you can see and who can see you, including windows in nearby buildings that are level with the terrace.
Overlooking at height works in both directions and is the aspect most often misjudged from a plan or from the ground.
Write down what would happen to cushions, covers or a light chair in strong wind, and where they would end up if they left the level.
Securing anything at a roof level is a matter for qualified professionals; loose items at height are a risk to people below.
5.Where water leaves and how debris reaches it
Everything about water here belongs to professionals, but what an owner observes about it is exactly what they will want to hear.
Photograph every outlet, gutter and upstand you can see at the level, without lifting, clearing or altering anything.
Photographs let a professional see the arrangement before visiting, and they record the condition at the moment you started thinking about this.
Outlets and roof drainage must only be inspected, cleared or altered by a qualified professional; the roof covering is easily damaged.
Note what the level looks like after heavy rain, including where water stands and how long it takes to clear, looking from the doorway rather than walking out.
Standing water is a significant observation for a professional, and it is the kind of thing only someone at the property can report.
Record what collects at the level, including leaves, moss, grit and anything blown from nearby trees or roofs, and where it gathers.
Debris finds outlets, and knowing where it accumulates informs both the design and the upkeep routine that will be needed afterwards.
Note that any surface laid at the level would sit above the drainage arrangement, and record how you would expect to reach it later as a question.
How a surface relates to roof drainage and waterproofing is a design matter for qualified professionals and must never be assumed.
Consider whether water or run-off from the level could reach a neighbouring property or a shared route, and raise it rather than resolving it.
Where water discharges, including onto or near other properties, is governed by requirements to confirm with your local authority and appropriate advisers.
6.The things you imagine standing on it
This section is a list for someone else to assess. Write it fully and resist drawing any conclusion from it yourself.
List every planter or container you imagine, and note that soil holds water and becomes considerably heavier when it is saturated.
Owners tend to picture planting rather than the material holding it, which is why containers are the item most often left off a list.
What a roof can carry, saturated or otherwise, is for a qualified engineer to determine before anything is placed on it.
Note anything holding water, including a pool, a tank, a water butt or a large container, and flag each one prominently on the list.
Anything holding water on a roof requires assessment by a qualified engineer; do not proceed on any assumption about it.
Record the furniture and any store or shelter you have in mind, including whether it would stay in place through the year or be taken away.
Whether something is permanent or seasonal changes what has to be considered, and it is a distinction owners can make clearly at this stage.
Note that any surface you are considering has weight of its own, and treat the choice of material as a question for the professionals rather than a preference.
Surface build-up on a roof affects both weight and drainage and must be specified by qualified professionals.
Consider whether people would tend to gather at one edge for the view, and mention that pattern of use when the level is being assessed.
Where people concentrate is a use observation the owner is uniquely placed to give, and it is not something a drawing reveals.
7.Edges, boundaries and what neighbours experience
Every question in this section routes outwards. The owner's job is to describe the situation accurately, not to reach a view about it.
Photograph what currently exists at every edge of the level, including any parapet, upstand or rail, and describe it without judging its condition.
An accurate description of what exists is genuinely useful; an opinion about whether it is sufficient is not something an owner can give.
Whether anything at an edge is adequate is entirely a matter for qualified professionals and local requirements, never an owner assessment.
Note what lies below each edge, whether that is a garden, a public route, a neighbouring property or a shared entrance.
What is beneath each edge affects the whole discussion, and it is the first thing a professional will want described accurately.
Consider how sound from the level would carry to neighbouring windows and gardens, and note whose windows are closest.
Noise travelling from a raised level is a common source of neighbour difficulty and worth thinking about before the space is designed.
Note how the level and anything on it would be seen from the street or from neighbouring properties, and record that as a question to confirm locally.
Appearance, overlooking and changes visible from outside may be governed by local requirements; confirm what applies with your local authority.
Write down whether any written arrangement governs changes to your building, and identify who would have to be asked before anything proceeds.
Whether anyone else has to agree to this, and on what terms, is a legal question — take the documents governing your building to an appropriate adviser.
8.Reaching what lies beneath the finished surface
A roof terrace covers the thing that keeps the building dry, so how it is reached again later deserves attention now rather than after a problem.
Ask how the surface could be lifted and put back if what lies beneath ever needed attention, and record the answer in writing.
The ease of reversing a surface is one of the most consequential decisions here and is easily overlooked while a finish is being chosen.
Write down who would carry out routine upkeep at the level and how often, and whether anyone in the household would do it themselves.
Upkeep that nobody has agreed to do simply does not happen, and at this level the consequences arrive in the rooms underneath.
Work at a roof level carries risk; establish with a qualified professional what may safely be done by an occupier and what may not.
Consider how debris would be cleared from a level with an edge, and note that as a question rather than assuming somebody will just sweep it.
How anyone works safely at a roof edge is a matter for qualified professionals; do not plan upkeep tasks on the assumption they are simple.
Ask what documents you should receive at the end, including what was done to the roof, what materials were used and what upkeep is expected of you.
Roof paperwork is the single most valuable record on a property of this kind, particularly if a problem appears in the rooms below later.
Ask what would put any assurance given about the roof at risk, such as fixing something down or changing what stands on the level.
Owners often make a small change afterwards without knowing it matters, and asking the question early makes the boundary explicit.
Note what a later occupier would have to be told before putting anything on the level, and keep that with the roof paperwork rather than in somebody's memory.
A later household is the one most likely to place something heavy up there, typically without ever knowing an assessment was made in the first place.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- Any paperwork about previous work to the roof, including specifications and correspondence held
- Drawings, surveys or building records for the property, complete or otherwise
- A written note of any leak or damp in the rooms below, with dates as far as you know them
- Photographs of the level, its edges, upstands and every visible outlet
- Any written arrangement that governs changes to your building or shared structures
- A full list of everything you imagine placing on the level, for professional assessment
- Notes on wind, sun and standing water observed at the level on different occasions
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.
- What the space is genuinely for and the largest number of people you would want on it
- Whether children or pets would ever have access to the level
- Whether the space is intended for fine weather or across the whole year
- Which items on your list are permanent and which would be taken away seasonally
- How you expect to reach the level and whether everyone in the household could
- Who you intend to approach first among the professionals involved
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- What has to be established about this roof before a terrace can even be considered?
- Who assesses what this roof could carry, and what would that assessment involve?
- What are the implications of habitable rooms sitting directly beneath the level?
- How would a surface here relate to the waterproofing and drainage beneath it?
- What would be involved in reaching what lies under the surface if a problem appeared?
- What is needed at the edges of a level like this, and who determines that?
- How would materials reach this level, and what does that require in a street like ours?
- What consents or notifications apply, and who confirms that with the local authority?
- What documents and instructions should we expect to receive at completion?
Blind spots
Commonly overlooked items
- Soil in planters becoming far heavier once it is thoroughly saturated
- A route to the level that cannot be managed while carrying anything
- A door or hatch that could close behind somebody standing outside
- Debris from nearby trees reaching outlets that nobody can safely check
- Cushions and light furniture leaving the level entirely in strong wind
- No practical way to lift and replace the surface if the roof needs attention
- Roof paperwork lost at the last change of ownership and never replaced
What this checklist does not do
- This checklist prepares a conversation only; whether a roof can be used as a terrace is determined solely by qualified professionals.
- Anything over habitable space, and everything concerning waterproofing, drainage and edges, is outside what an owner can decide.
- Nothing here indicates what a roof can carry; the list you assemble is information for a qualified engineer to assess.
- Consents, notifications and any obligations attaching to your building must be confirmed with the local authority and appropriate advisers before work is planned.
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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