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Whole-House Renovation checklist

A whole-house renovation is a dozen small projects that have to happen in the right order, and the cost of getting the order wrong grows with every phase. This checklist runs from the first budget conversation to the twelve month review, at the level of detail a homeowner and a general contractor would actually track together. It is written to be edited: keep the phases your project has and delete the rest.

Start a project from this template12 phases · 93 items · free to build, translated for every member

01Pre-construction planning

  • Write down the goals and separate them from the wish list

    Note what the project has to achieve and what would only be nice, so later cuts are quick decisions.

  • Set the total budget with a contingency of 15 to 20 percent

    An older house uncovers more surprises than a single room, and a whole-house scope finds most of them.

  • Decide whether you will live in the house during the work

  • Order a survey, and a structural report if the plan touches walls or floors

  • Run a title, easement and zoning check before design work starts

  • Interview more than one contractor and compare identical scopes

    Give every bidder the same written scope, otherwise the prices cannot be compared.

  • Agree the contract type

    Fixed price, cost plus and guaranteed maximum price each place the risk differently between you and the contractor.

  • Tie the payment schedule to milestones rather than to calendar dates

  • Agree in writing how changes will be priced and approved

02Design and drawings

  • Produce measured drawings of the house as it exists

  • Have the contractor review the floor plans before the permit application

    A builder finds constructability problems that only appear when someone prices the work.

  • Fix the structural design and beam sizes with an engineer

  • Produce electrical and lighting plans room by room

  • Produce plumbing and mechanical layouts

  • Choose the heating and cooling approach early

    Duct routes, radiator positions and equipment locations change framing, ceiling heights and floor plans.

  • Build a finish schedule listing every material by room

    One table of floor, wall, trim, tile and paint per room removes most site questions later.

  • Freeze the design before the permit application goes in

    Changes after permit cost drawing time, review time and usually construction rework as well.

03Permits and approvals

  • Identify every permit the scope requires

  • Submit the permit application with the required drawings and calculations

  • Get historic, design review or association approval where required

  • Prepare the energy code compliance documents

  • Arrange utility disconnections and reconnections with each supplier

  • Confirm the contractor license, insurance and bond

  • Build the inspection sequence into the schedule

    List each inspection as a scheduled event, because a missed one stops the following trade.

  • Post the permit and keep the approved drawings on site

04Site setup and protection

  • Set up site access, parking, delivery space and waste collection

  • Install temporary power, water and lighting

  • Protect everything that stays

    Cover floors, stairs and trim outside the scope, and photograph their condition before work starts.

  • Move out or store furniture and belongings

  • Set up dust barriers and negative pressure where needed

  • Agree working hours and notify the neighbors

  • Install temporary weather protection for any opened roof or wall

05Demolition and abatement

  • Test for asbestos, lead and mold before demolition

  • Use licensed contractors for any abatement and keep the certificates

  • Cap and label every utility in the demolition zone

  • Remove finishes in the sequence the following trades need

  • Shore the structure before removing any load bearing element

    Temporary support goes in first, designed by the engineer where the span requires it.

  • Record what is found behind the finishes

    Old wiring, failed plumbing, rot and unexpected framing all change the scope, so document and price them as they appear.

  • Keep salvage separate from waste

06Structural work

  • Repair or replace damaged framing, joists and sill plates

  • Install new beams, columns and their footings to the engineer detail

  • Correct floor levels before any finish work

  • Address foundation cracks, drainage and water entry

  • Frame new walls, openings and any stair changes

  • Confirm ceiling heights after new framing and services are in

    Ducts and beams eat headroom, so check the finished height before drywall is ordered.

  • Book and pass the framing and structural inspections

07Roof, windows and envelope

  • Replace or repair the roof before interior finishes start

  • Install flashing at every roof to wall junction, chimney and penetration

  • Set windows and doors with the correct sill pan and flashing sequence

    Most window leaks are installation faults, not product faults, so watch this step.

  • Install the water resistive barrier and tape the seams

  • Correct the grading and move downpipe discharge away from the house

  • Insulate and air seal the envelope as one continuous layer

  • Repair or install siding, render and exterior trim

  • Run a blower door test where the energy code requires one

08Mechanical, electrical and plumbing rough-in

  • Coordinate duct, pipe and wire routes before any trade starts

    Walk the house with all three trades and settle the conflicts on paper rather than in the ceiling.

  • Rough in plumbing supply, drain and vent lines and pressure test them

  • Rough in heating and cooling equipment, ducts and refrigerant lines

  • Rough in ventilation for kitchens, bathrooms and the dryer

  • Upgrade the electrical panel and service if the load calculation requires it

    Do the load calculation before choosing appliances, heating and any vehicle charger.

  • Rough in wiring, boxes, and low voltage for data, alarm and cameras

  • Plan smoke and carbon monoxide alarm locations to code

  • Photograph every wall and ceiling before it is closed

  • Pass all rough-in inspections before insulation goes in

09Insulation, drywall and carpentry

  • Air seal every penetration before insulating

  • Insulate walls, floors and the roof or attic to the specified values

  • Book and pass the insulation inspection

  • Hang, tape, sand and prime the drywall

  • Install interior doors, jambs and hardware

  • Install trim, skirting, stairs and railings

  • Add blocking for cabinets, shelving, grab bars and wall mounted screens

    Mark the positions on the plan now, because every one of them is a wall opening later.

10Finishes

  • Paint ceilings and walls before flooring where the sequence allows

  • Install flooring room by room and protect it immediately

  • Install cabinets, then template countertops once the cabinets are fixed

  • Set tile in wet areas over completed and tested waterproofing

  • Install light fittings, switch plates and air registers

  • Install plumbing fixtures and trim

  • Install appliances and test each one through a full cycle

  • Complete exterior paint, decking and landscaping repairs

11Systems commissioning

  • Start up and balance the heating and cooling system

    Record airflow or flow rate by room, so a cold room can be traced later instead of guessed at.

  • Confirm the hot water temperature and any recirculation settings

  • Measure the actual airflow at every ventilation fan

  • Test every smoke and carbon monoxide alarm

  • Label the electrical panel and every shutoff valve

  • Set up the thermostats and controls and have them demonstrated to you

12Closeout and handover

  • Walk every room and write one shared punch list

  • Confirm every inspection passed and obtain the completion or occupancy certificate

  • Collect as built drawings and the pre-drywall photographs

  • Collect warranties, manuals and equipment serial numbers

  • Collect lien releases from the contractor and every subcontractor

  • Record paint colors, tile batches and material sources

    One page of product names saves a search in five years when a repair needs a match.

  • Label and store the leftover tile, flooring and paint by room

  • Hold the final payment until every punch list item is complete

  • Book a review at 6 and 12 months

    Settlement cracks, sticking doors and warranty items show up in the first year, while the warranty still applies.

Who uses this checklist

  • Homeowners
  • General contractors
  • Architects
  • Project managers
  • Owner builders
  • Investors
  • Property developers
  • Remote owners

Questions people ask

What order do the phases go in?
Planning and design, permits, site setup, demolition, structure, roof and envelope, mechanical and electrical and plumbing rough-in, inspections, insulation and drywall, interior carpentry, finishes, commissioning, then closeout. The envelope should be weather tight before interior finishes start, and rough-in inspections gate everything that closes a wall.
How much contingency should a whole-house renovation carry?
Plan 15 to 20 percent on an older building. Demolition regularly exposes failed plumbing, undersized framing, old wiring and water damage that no survey could see, and the repairs are not optional once the wall is open.
Can I live in the house during the work?
Sometimes, if the work is phased and there is a functioning bathroom and kitchen at all times. It usually adds time and cost because the crew works in smaller zones with more protection, so compare that added cost against the price of renting elsewhere before deciding.
What should I keep after the project finishes?
The pre-drywall photographs, as built drawings, permit sign offs, every warranty and manual, lien releases, and a list of paint colors and tile batches. Anyone who later works on the house, or buys it, will ask for exactly this set.

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