Checklist templates · Checklist template
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.
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.
Read before you start
Managing a renovation remotely
How to Manage a Home Renovation Remotely
A working system for out-of-state and overseas owners: decision log, weekly photo protocol, payment milestones tied to items, a local proxy, and what photos cannot prove.
Remodeling
Renovation Progress Reports: What a Good One Contains
What a monthly or weekly progress report from your contractor should include, a sample structure, red flags to watch for, and how to ask for one without friction.
Remodeling
How to Write a Contractor Punch List
A room-by-room method for the final walkthrough, how to describe defects so they actually get fixed, US retainage norms, and how to sign off cleanly.
Managing a renovation remotely
Renovating a Second Home You Do Not Live In
Seasonal access, choosing a local contractor, utilities, security, vacancy clauses in insurance, furnishing logistics, and the paper trail a second-home renovation needs.
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