Remodel Roadmap
- Free Resources

Plan, Track, and Complete Your Dream Home Project

Designed for homeowners, this tool helps you organize every step — from budgeting and hiring to demolition, finishes, and move-in. Whether you’re managing a contractor or doing it yourself, stay on top of deadlines, track progress, and keep your project stress-free.

Why Use This Checklist?

A home remodel can feel overwhelming — multiple phases, dozens of decisions, and endless details to track. This checklist turns chaos into clarity by breaking the process into simple, actionable steps. It helps you plan ahead, avoid costly mistakes, and stay organized whether you’re hiring professionals or managing the work yourself.

With clear milestones from initial planning to final move-in, you’ll always know what’s next and keep your project on time and on budget.

Who Is This For?

This checklist is designed for any homeowner preparing for a remodel — whether it’s a single-room refresh or a whole-house renovation. It’s perfect if you’re managing the project yourself, hiring a general contractor, or simply want to stay informed and in control throughout the process.

First-time renovators will find it invaluable for understanding each phase, while seasoned homeowners can use it as a reliable guide to stay organized and avoid missing critical steps.

Planning & Designing Your Remodel

Start your remodel on the right foot by defining your goals, setting a realistic budget, and making key design decisions before construction begins.

TASK 
TIME
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Plan Your Dream Home - Initial Steps
3-4 Weeks

About this step

Start by defining your goals for the remodel — whether you’re updating a single room or transforming your entire home. Collect inspiration from photos, magazines, Pinterest boards, and real-life spaces. As you dream, separate your must-haves from your nice-to-haves so you know where to focus your budget and effort. Be mindful not to chase every new trend; the best remodels reflect your personal style and stand the test of time in both style and function.

To-Do List
  • Gather design inspiration (photos, magazines, Pinterest boards)
  • Identify must-haves vs. nice-to-haves
  • Focus on what you really like
Key Points to Consider:
This should be fun and imaginative. Don’t just think about how your home looks, but also how it functions. Could small changes make your space easier, more comfortable, or more enjoyable to live in?
Need direct support?
Feeling stuck defining your goals or pulling together ideas? We’re here to help connect you with a designer who can bring clarity to your vision.
Premium Member Tool:
Design Decision Organizer
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What Is Feasible? - Set a Budget, Timeline & Explore Restrictions
1 Week

About this step

A successful remodel starts with a realistic budget and a clear timeline. Determine how much you’re willing to spend, and include a 10–20% contingency for unexpected costs. Explore financing options such as home equity loans or savings, and ensure your funding is secured before work begins. Decide on a target start and completion date, keeping in mind that material lead times, weather, and inspection schedules can affect progress. Check local building codes and HOA guidelines early to avoid costly delays, and set general expectations for how long your type of remodel usually takes.

To-Do List
  • Set an overall budget (include contingency 10-20%)
  • Arrange for financing (home equity, loan, savings)
  • Determine a target start and finish date
  • Check local building codes and HOA requirements
  • General timeline expectations
Key Points to Consider:
Early estimates are rough — most projects cost more than expected. Your must-haves vs. nice-to-haves list will help you make smart trade-offs as bids come in.
Need direct support?
Not sure what’s realistic for your budget or schedule? We’re here to help you find a builder who can give you accurate estimates early on.
Premium Member Tool:
Remodel Budget Planner

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Build Your Team - Hiring the Right Partners
1 Week

About this step

Decide whether you’ll work with a designer, architect, general contractor, or a design/build firm that offers all services under one roof. Your team will be your partner throughout the remodel, so choose people you trust, who communicate clearly, and who understand your vision. The right professionals will not only bring your ideas to life but also help you navigate challenges and keep the project on track.

To-Do List
  • Assess your project scope
  • Consider which professionals are best suited for your project
  • Is DYI an option for you?

Key Points to Consider:
A skilled professional often saves money in the long run. Designers and architects bring industry knowledge, access to trade pricing, and relationships with quality builders.
Need direct support?
Choosing a contractor or architect can feel overwhelming — but you don’t have to do it alone. We’re here to help you connect with trusted professionals.
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Design Phase 1 - First Designs & Bidding
1-2 Months

About this step

Begin by developing a general layout and defining the scope and size of your project. This preliminary plan is essential — most contractors won’t provide a bid without one. With a basic plan, you can interview multiple contractors, request references, and gather bids to compare. If you’re working with a design/build firm, this is the ideal stage to engage them since they can handle both the design and construction seamlessly. Confirm each contractor’s licenses, insurance, and bonding to ensure you’re working with reputable professionals.

To-Do List
  • Draft basic plans
  • Interview contractors/builders
  • Confirm licenses, insurance, and bonding
  • Collect and compare bids (not all bids are apples to apples)
Key Points to Consider:
It’s okay to explore options — like a “plan A” and “plan B.” This is the stage to test ideas before committing.. Maybe you're considering expanding your home’s footprint or adding a second story. That’s ok, now is the time to explore options based on your goals.
Need direct support?
Premium Member Tool:
Room-by-Room Planning Templates

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Design Phase 2 - Designing Your Dream Home
1-3 Months

About this step

Refine your layouts and finalize the details of your design plans and drawings. Begin selecting key materials and finishes early, especially those with longer lead times such as cabinetry, flooring, and specialty fixtures. Lock in a detailed estimate and sign a written contract that outlines deliverables, payments, and schedules.

To-Do List
  • Finalize design plans
  • Select materials and finishes (especially long-lead items)
  • Confirm bids and material costs
  • Update budget or value-engineer if needed
Key Points to Consider:
Bids and ballpark estimates help ground your design in reality. This is where the dream gets detailed — balancing choices between splurges and savings. That imported Italian tile might still be in budget, or maybe that is a cost that can get reduced a bit.
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Getting Ready to Build - Permits, Prep & Ordering
2-3 Months

About this step

Before construction begins, submit any required permit applications. Begin ordering long-lead items like appliances, windows, and custom cabinetry so they arrive when needed. Prepare your home by packing up rooms, protecting valuables, and setting up temporary living arrangements if necessary. This stage sets the tone for a smooth build — good preparation now prevents costly delays later.

To-Do List
  • Secure all required permits
  • Order long-lead items
  • Clear work areas and protect belongings
  • Arrange for temporary kitchen/bath if needed
Key Points to Consider:
Timelines often hinge on cabinetry and contractor availability. Don’t start demolition until you’re confident materials will arrive when needed.
Need direct support?
Premium Member Tool:
Ordering Timelines and How-Tos

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What to Expect During Your Remodel

Follow each phase of the remodel step-by-step, so you always know what’s happening, what’s next, and how to stay on schedule and budget.

This checklist is designed as a homeowner planning and organizing tool to help you understand the typical steps of a remodel. Every project is unique, and building codes, safety requirements, and technical details can vary widely. Always consult with — and when appropriate, hire — licensed professionals such as contractors, architects, and inspectors to ensure that your remodel is completed safely, legally, and to the highest standard.

From permits to inspections, the details can get complicated. We’re here to help if you need guidance or referrals to the right experts.

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Tearing It Down – Demolition
1 Week

About this step

This is where your remodel officially begins. Out with the old to make room for the new. The demolition phase is all about safely removing existing materials and preparing the site for construction, while protecting the rest of your home from dust and damage.

To-Do List

If you have a contractor, make sure they have each of the items listed below in the contract.

  • Protect surrounding areas (plastic sheeting, floor coverings).  We love zipper walls. Check out this resource:  https://www.zipwall.com/  When in doubt. Use Ramboard:  https://www.ramboard.com/
  • Disconnect utilities where needed (water, gas, electric)
  • Remove old materials safely (walls, cabinets, flooring) 
  • Dispose of debris (dumpster, recycling)

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Making Things Work – Structural & Mechanical Work
3-6 Weeks

About this step

With the space cleared, it’s time to tackle the behind-the-walls work that makes your home functional and safe. This includes any structural changes as well as installing the core systems — plumbing, electrical, and HVAC — that keep everything running smoothly.

To-Do List
  • Complete framing and structural modifications
  • Rough-in plumbing, electrical, and HVAC systems
  • Schedule required inspections (structural, plumbing, electrical)
  • Correct any issues noted in inspections
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Button It Up – Insulation, Drywall, Water Barriers
3-6 Weeks

About this step

Once the structure and systems are in place, the next step is to seal up the space. This phase creates the envelope of your home — insulating for comfort, adding drywall for definition, and applying waterproofing to protect against moisture.

To-Do List
  • Install insulation in walls and ceilings
  • Hang, tape, and finish drywall
  • Sand and prepare walls for paint or finishes
  • Water-proofing – hot mop, membranes, or other barriers

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Now It’s Coming Together – Finishes & Fixtures
3-9 Weeks

About this step

This is when your vision starts to become a reality. The walls are painted, floors are laid, cabinets are installed, and fixtures bring the space to life. These details turn an empty shell into a functional and beautiful home.

This phase can also feel like the longest one.  It takes time for all of these pieces to come together.  Stay patient, attention to detail here can make all the difference.

To-Do List
  • Paint walls and ceilings
  • Install flooring (tile, hardwood, carpet)
  • Install cabinets, countertops, and built-ins
  • Add plumbing fixtures (sinks, faucets, toilets)
  • Install lighting fixtures and switches
  • Mount hardware (handles, pulls, towel bars)

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Final Details – The Finishing Touches
1-2 Weeks

About this step

Before you move in, the final details are addressed to ensure your remodel is complete and up to your standards. This is your opportunity to check every element, address small issues, and prepare your new space for daily life.

To-Do List
  • Perform final walkthrough with contractor (or self-check if DIY)
  • Create punch list (touch-ups, missing items)
  • Verify completion of punch list
  • Schedule final building inspection (if required)
  • Clean the space thoroughly (construction dust, debris)

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Move-In – Moving Back In and Ongoing Maintenance
1 Week

About this step

The remodel is done — now it’s time to enjoy it. Moving back in is more than just bringing in furniture; it’s also about documenting your project, maintaining your investment, and settling into a refreshed space that reflects your vision. These steps apply whether you have moved out of your home complete or just out of the space that is being upgraded.

To-Do List
  • Move furniture and belongings back in
  • Test all systems (plumbing, electrical, appliances)
    Take photos
  • Keep copies of warranties, manuals, and permits
  • Track maintenance needs (paint touch-ups, seasonal checks)
  • Enjoy your newly remodeled space!

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