Planning templates for homeowners

Plan your home project with a clear head, before the first check is written.

Simple, fillable worksheets for budgets, bids, remodels and house records. Built from 30 years in residential design, written in plain English.

Pages from the free guide, 10 Questions Before Hiring a Contractor

Start here

Three good places to begin. Each one is an instant download.

Most complete

Renovation Planning Kit

28-page fillable PDF, 13 templates, plus a spreadsheet

Takes you from first ideas to the final walkthrough: goals, budget, bid comparison, payment tracking and more. The spreadsheet does the budget and payment math for you.

$19

Buy now or on Etsy

Bundle

Kitchen + Bath Bundle

Kitchen and Bathroom Remodel Planners

Room-by-room planners for the two remodels people ask about most: layout notes, fixture and finish choices, budgets and questions to ask.

$19 ($24 if bought separately)

Buy now or on Etsy

Bundle

New Homeowner Bundle

Older House Checklist and Maintenance Binder

For before and after you buy. Walk through an older house with a checklist, then keep its upkeep and records in one place, with a spreadsheet that flags tasks coming due.

$16 ($21 if bought separately)

Buy now or on Etsy

Also available

Prices are the same here and on Etsy. Checkout is handled by Gumroad.

Prefer Etsy? We're there too.

Who this is for

Homeowners anywhere in the country who want to think a project through before calling contractors, whether that's a kitchen remodel, a house you're thinking of buying, or making your home easier to live in for years to come. No design background needed.

How it works

  1. Buy here (or on Etsy) and download your files right away.
  2. Fill in the PDF on your computer or tablet, or print it.
  3. Make your own copy of the spreadsheet in Google Sheets, or open it in Excel.

About PlanWell Home

PlanWell Home makes planning tools drawing on 30 years in residential design. The goal is simple: help you ask better questions, keep track of the details, and walk into every conversation with your contractor feeling prepared.

Questions

What do I get?

Each product is a fillable, printable PDF plus a spreadsheet you can copy into Google Sheets or open in Excel. Everything is a digital download. Nothing is mailed.

Where can I buy?

Right here on this page, or on Etsy if you prefer. Prices and files are the same in both places. Prefer Etsy? We're there too.

Can I get a refund?

Because these are digital downloads, all sales are final, whether you buy here or on Etsy. If a file won't open or something looks wrong, email [email protected] and we'll help.

Is this professional advice?

No. These templates are general education to help you plan and stay organized. They don't replace a contractor, home inspector, designer or other professional who can look at your home.

Do the rules where I live matter?

Yes. Permits, contractor rules and building requirements vary from place to place. Check with your state and your town, village, city or county before you start work.