05 editable documentsOffline browser workbookOne-time no subscription
Home Improvement Brief Planner / Notion import + kit
Home improvement project brief & quote planner
Describe the desired result, constraints, questions, and decision records before seeking professional quotes.
Made for householders preparing to discuss a small project.
Price and availability
Catalog price: $19 USD
One-time purchase · No subscription
FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition, and optional Notion import files (not a configured workspace). A worked example is included.
To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files. A Notion account is needed only for the optional import; set database properties and relations yourself.
LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
A clear scope brief and comparable questions for qualified suppliers.
Gather before you start
Existing-space facts
Desired use
Budget constraints
Mark missing information so you can check it before using your work.
When to skip this kit
You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook, plus Notion import files you configure yourself.
You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
01Use problem
02Existing facts
03Priority list
04Quote questions
05Decision record
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
The brief distinguishes desired outcomes from technical assumptions and leaves specialist design decisions to qualified people.
Before you finish
Check this before you use it
A preferred solution is fixed before the underlying use problem is understood.
State the problem and constraints, then ask suppliers about feasible approaches.
Use the final worksheet to record what needs fixing and what you still need to check.
Worksheet 1 of 5. Use problem
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Describe what fails today and what the finished space should allow.
Worked example, fictional
Context: A household wants better hallway storage and needs to explain the problem clearly to a tradesperson.
Completed response: Shoes block the entrance and coats have no convenient storage.
Your decision
What everyday problem should the project solve?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Existing facts.
Before you start
Existing-space facts: [Source or notes]
Desired use: [Source or notes]
Budget constraints: [Source or notes]
What you will make
A clear scope brief and comparable questions for qualified suppliers.
View plain worksheet text
Worksheet 1 of 5. Use problem
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Describe what fails today and what the finished space should allow.
Worked example, fictional
Context: A household wants better hallway storage and needs to explain the problem clearly to a tradesperson.
Completed response: Shoes block the entrance and coats have no convenient storage.
Your decision
What everyday problem should the project solve?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Existing facts.
Before you start
- Existing-space facts: [Source or notes]
- Desired use: [Source or notes]
- Budget constraints: [Source or notes]
What you will make
A clear scope brief and comparable questions for qualified suppliers.
This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.
Before you choose
What should I have ready for this kit?
Bring existing-space facts, desired use, budget constraints. Mark anything you still need to check.
How do I know the work is finished?
A clear scope brief and comparable questions for qualified suppliers. Check your answers against the original records and note anything unresolved before sharing your work.
What is in the Notion import pack?
The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Included Notion import files · fictional preview data
Home Project Brief and Quote Decision Desk
4 Notion page templates and 4 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.
05-Project-Outcome-and-Scope-Brief.md
# Home project outcome and scope brief · [project reference]
## The result
- Area alias (no full address): [ ]
- What is difficult or missing today? [observable facts]
- What should be easier or different when finished? [ ]
- Who uses the area and what do they need to do there? [ ]
- Must-have outcomes: [ ]
- Optional ideas that could be removed: [ ]
- How the owner will recognize an acceptable result: [ ]
## Known facts and open questions
- What has been observed or measured by the owner? [method and date]
- What is assumed, estimated, or unverified? [ ]
- Which questions need a qualified professional or official source? [ ]
- Who will obtain a written answer, and by when? [ ]
## Boundaries and coordination
- Existing materials or conditions that should be preserved: [ ]
- Access, timing, household use, or disruption constraints: [ ]
- Explicit exclusions: [ ]
- Drawings, permissions, or source information available in private storage: [safe reference only]
- Decision owner and next decision date: [ ]
- Brief version and sent date: [ ]
Do not decide technical suitability from appearance. Ask the qualified professional to verify it and state the assumption in the written offer.
01-Project-Brief-Register · sample database
Project
Project reference
Area alias
Desired result
Scope version
Known current facts
Unverified assumptions
Top priorities
Constraints to confirm
Decision owner role
Status
Safe record reference
Sample: Hallway storage discussion
Sample: HOME-021
Sample: Hallway
Create a useful place for coats and shoes
Brief v1
An existing wall niche is visible; no measurements are confirmed
Whether the wall can support the intended fixtures
Daily access; keep the walking route clear
Keep the existing floor; confirm access and work hours
Household project lead
Preparing questions
Fictional brief note H-21
Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.
