Needs and Options Review

The Problem:

It is not uncommon for people to know they want to do a building project, and have thought about it quite a bit – but just don’t know how best to start…
Or worse, launch into an expensive design service without establishing a relationship or worse still, not carefully establishing the groundwork for the project.

The Promise:

“A surgeon wouldn’t operate without a proper diagnosis, so…”
The initial NEEDS AND OPTIONS REVIEW works the same way.  It will allow you to start an exploration designed to precisely understand your requirements and potential roadblocks, then gives:
• Findings and Recommendations
• A Plan to Move Forward
• A Timeline and Rough Order of Cost

The Process:

We developed this process while doing our medical projects.  These typically involve complex problems and solutions.
We saw an issue in these projects, of people starting design and constructions BEFORE they had fully done their research and homework. BEFORE they had critiqued their ideas.

We think this applies across the construction industry – it also happens in residential projects too…The consequence of inadequate up front research of needs and options is like … building a house on a bad foundation.
The foundation is the most important part of the whole house, because everything is built on top.  It’s very expensive to change the foundation once you have started to build upwards.  But it’s very easy to change them if they are simply lines on a plan.
So…. we spend a little more time on the research than most other firms who rush their clients into the design phase.
There are five important steps in building:

1. Needs and Options Review – this is the first step
2. Concept Design Phase
3. Building Documentation Phase
4. Bidding and Negotiation Phase
5. Construction Phase

When considering any architecture project the high-level Needs and Options Review with Greg Croft at Sage Leaf Group is the first  step.


•  Obtain a registered architects opinion on the feasibility of the project –  one who is experienced in the type of project you’re facing.
•  Produce an outline that provides the “DNA” for future work – detailing rooms, connections, orientation, etc…
•  Discuss potential solutions at a high-level that encourages on-going testing of ideas – “Design Thinking”
•  Discuss the “look and feel” of a potential scheme
•  Discuss the functional viability of the project and your ideas
•  Provide preliminary rough order of cost estimate of construction for budget usage.
•  Provide a preliminary program or timeline
•  Production of report including the above
•  All travel prices included in price for Idaho Falls region (other areas beyond this area are priced at “cost”)
•  Report includes schedule of services and fee proposal on next stages of project.

A surgeon wouldn’t operate without a proper diagnosis… our initial Needs and Options Review works in the same way.
It starts a strategy designed to precisely understand your requirements, and then give findings and recommendations, and a plan to move forward with a timeline and rough order of cost to assist your budget.

More Info

Please download the Needs and Options Review to fill it out. Once you have completed the the application, please scan and email this form to and we will contact you within 48 business hours to schedule an appointment.