Lesson 2 10 min

Planning Your Project: Scope, Budget, and Timeline

Learn to plan any home project from start to finish — scoping the work, creating accurate budgets with AI cost estimation, building realistic timelines, and generating complete materials lists before you start.

Before you touch a single tool, every successful home project starts with planning. The difference between a satisfying weekend project and a months-long frustration usually comes down to 20 minutes of upfront planning.

The Four Planning Steps

Step 1: Define the Scope

Scope means exactly what you’re doing — and more importantly, what you’re NOT doing. The clearest scope possible prevents the project from growing mid-execution.

Scope definition prompt:

I want to [describe project: paint my bedroom, install
shelves, fix a leaky faucet, etc.].

Help me define a clear project scope:
1. Exactly what work is included
2. What is explicitly NOT included (related but separate)
3. Is this project safe for a DIY beginner?
4. What could I discover during the project that would
   require stopping and calling a professional?
5. Estimated difficulty (1-5 scale) and time for a
   beginner

Good scope: “Paint the master bedroom walls and ceiling. Does not include painting trim, replacing hardware, or fixing the crack near the window (separate project).”

Bad scope: “Redo the master bedroom” (too vague — where does it end?).

Step 2: Create the Budget

AI cost estimation works best when you give it specifics:

I'm planning to [project description].

Room/area details:
- Dimensions: [length x width x height]
- Current condition: [describe walls, surfaces]
- Location: [city/state for local pricing]

Create a detailed budget including:
1. All materials needed with quantities
2. Estimated cost per item (local pricing)
3. Tools needed (separate: own vs. need to buy/rent)
4. 15-25% contingency amount
5. Total project cost (materials + contingency)

The contingency rule: Always add 15-25% on top of the AI estimate. This covers:

  • Extra materials for mistakes or unexpected repairs
  • Items you didn’t know you needed until you started
  • Price variations between AI’s data and actual store prices

Quick Check: Why does scoping a project matter more than budgeting it? Because an unscoped project has no budget limit — it just keeps growing. “Paint the bedroom” becomes “and fix that crack” becomes “and replace the trim” becomes “and might as well redo the closet.” Each addition seems small, but together they transform a $200 weekend project into a $2,000 multi-week renovation. Clear scope contains the budget naturally.

Step 3: Build the Timeline

Beginner time estimates are consistently wrong in one direction: too optimistic. AI corrects this by adjusting for experience level:

For [project], I'm a [beginner/some experience].
Available time: [weekend mornings, full Saturday, etc.]

Create a realistic timeline including:
1. Prep work (clearing, protecting, cleaning)
2. Main work phases
3. Drying/curing time (if applicable)
4. Cleanup
5. Buffer time for unexpected issues

Assume a beginner works 50% slower than tutorials
suggest.

Common time underestimates:

ProjectTutorial SaysBeginner Reality
Paint a room4-6 hours6-10 hours (plus drying between coats)
Install shelves1-2 hours2-4 hours
Replace faucet30-60 minutes1-2 hours
Patch drywall30 minutes + dry1 hour + 24 hours dry per coat
Assemble furniture1-2 hours2-4 hours

Step 4: Generate the Materials List

AI creates comprehensive lists that prevent mid-project hardware store runs:

Generate a complete materials and tools list for
[project]. Separate into:

MATERIALS (consumables):
- Item, quantity needed, approximate cost

TOOLS (reusable):
- Already own: [list your tools]
- Need to buy: [items worth buying for future use]
- Rent or borrow: [one-time-use items]

SAFETY EQUIPMENT:
- [required for this project]

Include everything needed  no mid-project store trips.

Quick Check: Why separate the tools list into “buy” and “rent/borrow”? Because tool accumulation is a hidden cost of DIY. A stud finder ($25), caulking gun ($12), and paint edger ($15) bought for single projects add $52 to your budget for items you might use twice a year. If a neighbor has them, borrowing costs nothing. Tools with high reuse value (drill, level, measuring tape) are worth buying. Tools you’ll use once a year aren’t. AI can tell you which category each tool falls into.

The DIY vs. Professional Decision

Before planning any project, run it through this filter:

Always DIY (Beginner Safe)DIY with CautionAlways Hire a Pro
Painting walls and ceilingsReplacing a toiletElectrical wiring or panel work
Installing shelvesTile installationStructural modifications
Replacing cabinet hardwareInstalling a ceiling fanRoofing
Caulking and sealingMinor plumbing (faucets, drains)HVAC systems
Patching small drywall holesInstalling laminate flooringMajor plumbing (main lines)
Assembling furnitureBuilding a deckGas line work

The “DIY with Caution” category means: safe for DIY if you research thoroughly, follow instructions carefully, and know when to stop if you encounter something unexpected (old wiring, water damage, structural issues).

Key Takeaways

  • Every DIY project needs four planning elements: clear scope (what IS and ISN’T included), realistic budget (AI estimate + 15-25% contingency), honest timeline (beginners work 50% slower than tutorials suggest), and a complete materials list (buy vs. rent/borrow)
  • Scope creep is the #1 reason DIY projects get abandoned — defining exactly what’s included and excluded prevents a weekend project from becoming a month-long renovation
  • AI cost estimation works best with specific inputs: room dimensions, current condition, and your location for local pricing — generic estimates miss 20-30% of actual costs
  • The DIY vs. professional decision should happen during planning, not mid-project: painting, shelving, and hardware are always safe; electrical, structural, and major plumbing always need a licensed professional

Up Next: You’ll explore AI design and visualization tools that show you what a room will look like before you start — so you can make decisions with confidence, not guesswork.

Knowledge Check

1. You want to paint your bedroom. AI estimates $150-200 in materials for a 12x14 room. You budget exactly $175. Is this enough?

2. AI generates a materials list for your shelving project: 2x4 lumber, wood screws, L-brackets, sandpaper, wood stain, polyurethane, level, drill, and stud finder. You own a drill but nothing else. Should you buy everything on the list?

3. You plan to install floating shelves on Saturday. AI estimates 2-3 hours for a beginner. Your partner suggests also painting the room the same day since 'everything's already moved.' Is combining projects a good idea?

Answer all questions to check

Complete the quiz above first

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