Salt & Oak Development - Project Vision & Goals Worksheet
A structured framework for defining the vision, goals, priorities, stakeholders, and success criteria of a project before design begins.
Most projects do not fail in construction. They fail in the first thirty days, when the vision is assumed rather than written down. This worksheet walks an owner and project team through the decisions that quietly govern everything that follows — what the project is for, who it serves, what success looks like, and which constraints are real.
Work through the worksheet with your core team in a single ninety-minute session. Answer what you can, and mark what you cannot — the blanks are as informative as the answers. Bring the completed document to your first design meeting and revisit it at each phase gate.
- Define a clear, written project vision every stakeholder can point to
- Separate true requirements from preferences before design costs money
- Identify decision-makers, influencers, and approval paths early
- Establish measurable success criteria for budget, schedule, and quality
- Surface constraints and assumptions before they become change orders
- Owners and developers starting a new project
- Community associations planning capital improvements
- Owner's representatives and project managers running intake
- Design professionals who need a clear owner brief
- Multi-page fillable PDF worksheet
- Vision and objectives framework
- Stakeholder and decision-authority matrix
- Scope inclusions and exclusions checklist
- Success criteria and constraints log
- Guidance notes drawn from real projects
Need help applying this to your project?
Bring the completed worksheet to a consultation and we'll pressure-test it against budget, schedule, and delivery approach.
Request a consultation