A useful site assessment records water, sun, wind, access, utilities, trees, soil and neighbouring conditions before a layout is drawn.
What to account for
Watch the yard during heavy rain and note ponding, downspout discharge and water moving toward the house.
Map doors, windows, vents, meters, utility equipment, septic components, wells and overhead lines.
Record seasonal shade and wind because summer comfort can be very different from spring or autumn conditions.
Questions to settle before work begins
- Can materials and equipment reach the work area?
- Which existing features must stay serviceable?
- Could roots, slopes or retaining walls affect foundations or excavation?
Common planning failures
- Designing from a real-estate photo or rough sketch
- Covering drainage paths or access panels
- Treating a mature tree as a fixed post location
Compare options on the same basis
Write down the intended use, site limits, maintenance expectations and approval assumptions before comparing products or quotations. Use the same dimensions and performance requirements for every option. A useful comparison notes what supports the work, how water leaves, what must remain accessible, which components carry safety functions, and what the owner will need to inspect or renew later.
Before materials are ordered
Confirm final elevations, transitions, clearances and product availability. Review the current installation instructions for every proprietary component and check that the planned base, framing, fasteners, finishes and accessories are compatible. Record any allowance or unresolved condition in writing so it does not quietly become an expensive change after excavation or demolition begins.
Keep a project record
Save the site measurements, product names, installation manuals, approved drawings, permit and inspection records, photos of concealed work, contractor changes and warranty documents. Add photographs before surfaces or trim conceal drainage, flashing, connectors, wiring or foundations. These records make later maintenance, repairs and ownership changes much easier.
Know when to stop
Pause the project when structural framing cannot be identified, soil or drainage conditions are uncertain, utilities may be affected, a safety barrier is involved, or the planned work conflicts with product instructions. Ask the relevant building authority, engineer, licensed trade or manufacturer for project-specific direction. Restrict use immediately if an existing elevated structure moves, a guard is loose, stairs are unstable or significant decay is visible.
Relevant primary sources
Use the version and requirements accepted by your local authority.