Digital Planning — Insiteflo | North Vancouver Island Design-Build Studio
01 / 03 — Design Phase
Space Analysis Scope Definition Site Mapping Budget Framing

Digital
Planning

Before anything is built, everything is mapped. We translate your ideas, your site, and your goals into a precise digital plan — so every decision is intentional and every dollar is accounted for.

Georeferenced site plans and drone documentation
Written scope doc — inclusions, exclusions, change protocol
ROM cost ranges with hard and soft cost breakdown
Live Planning Session
4 Deliverables
Day 1 Starts immediately
100% Written scope
The Four Pillars

What digital planning covers

Each pillar produces a concrete deliverable. Together they form the planning package every Insiteflo project is built from — eliminating guesswork before the first nail is driven.

01
📐
Space Analysis

Site visit, sunlight mapping, functional flow assessment. We document what the space is, how it moves, and what it wants to become.

Opportunities Report
02
📋
Scope Definition

Written scope document with inclusions, exclusions, phasing plan, and change protocol. No ambiguity. No surprises mid-build.

Scope Document
03
🗺️
Site Mapping

Georeferenced site plan with setbacks, easements, utility locations, and drone photography overlaid into a single working document.

Site Plan Package
04
💰
Budget Framing

ROM cost ranges, hard and soft cost breakdown, contingency recommendations, and value engineering options — before any design dollars are spent.

Budget Framework

Space Analysis

We begin every project with a structured site visit and space analysis. This is not a walkthrough — it is a methodical documentation of how light moves across the site, how people move through it, where the functional pinch points are, and what the site is physically capable of.

The output is an opportunities report: a written and diagrammed document that maps potential uses, flags constraints, and identifies the two or three design moves that will define the project.

Sun path and shadow study — seasonal and daily
Functional flow diagram — circulation, use zones, transitions
Constraint mapping — structural, regulatory, access
Written opportunities report with annotated diagrams

Scope Definition

The most expensive mistake in residential construction is starting to build before the scope is clear. Scope creep, verbal agreements, and assumed inclusions are responsible for the majority of budget and timeline blowouts on North Vancouver Island projects.

Our scope definition deliverable is a written legal document: what is included, what is explicitly excluded, how changes are requested and priced, and how the project is phased if budget requires sequencing.

Full written scope — inclusions and exclusions explicitly stated
Phase plan — sequenced by priority, budget, and site access
Change order protocol — process, timing, approval chain
Permit responsibility matrix — who applies, who pays, who tracks

Site Mapping

A georeferenced site plan is the spatial foundation of the entire project. We document property boundaries, setbacks, easements, rights-of-way, utility locations, topography, and existing structures in a single working file used by every trade and consultant on the project.

For most North Vancouver Island properties, drone photography is included — providing accurate aerial context that ground surveys alone cannot capture, particularly on sloped, forested, or waterfront sites.

Georeferenced site plan — property boundaries, setbacks, easements
Utility locations — hydro, septic, water, drainage
Topographic data — spot elevations and grade relationships
Drone photography — orthorectified aerial overlay

Budget Framing

We provide rough-order-of-magnitude (ROM) cost ranges based on current NVI trade pricing, material costs, and permit fees — before any design dollars are spent. This is not a quote. It is a framework for making good decisions about what to design.

The budget framework separates hard costs (labour, materials, equipment) from soft costs (permits, engineering, design fees, contingency) and identifies value engineering options where the scope can be adjusted without compromising the outcome.

ROM cost ranges — low, mid, and high scenarios
Hard and soft cost separation — no hidden fee surprises
Contingency recommendation — 10–20% depending on site and scope
Value engineering options — where to adjust without compromising
Interactive Diagram — Pillar 01

How space analysis works

Click a zone on the diagram to explore what the analysis covers in that area of the site. Each zone yields specific insights that shape design decisions.

Site — Space Analysis Overlay
Structure footprint
Solar zone — south exposure
Flow paths — primary circulation
Opportunity zones
Constraint zones
☀️
Solar & Light Mapping
We document sun path across all four seasons — identifying peak solar gain zones, permanent shadow areas, and the hours of useful daylight each part of the site receives. This directly informs room placement, glazing strategy, and passive heating and cooling decisions.
🔄
Functional Flow
How do people move through the site today? Where are the desire lines — the paths people actually take, not the intended ones? We diagram primary, secondary, and service circulation to identify where the plan works and where it fights the site.
🔲
Use Zone Assessment
Every site has zones that want to be occupied differently — private vs. social, active vs. passive, indoor vs. outdoor. We map the natural use zones and identify where the current plan aligns with them and where it works against them.
⚠️
Constraints & Opportunities
Slope, drainage direction, prevailing wind, neighbour sight lines, setbacks, trees, utility corridors — every constraint the site has. Alongside each constraint we document the corresponding opportunity: what it enables if designed for, rather than fought against.
Interactive Preview — Pillar 02

Inside a scope definition document

A scope document is not a wish list — it is a legal framework. Click each section to see what a real scope document covers and why it matters for your project.

Inclusions — what is built
Included

Every item explicitly confirmed as part of the contracted scope. Line by line. Trade by trade. Material specification where relevant. If it is not listed as included, it is not included.

Exclusions — what is not built
Excluded

Items explicitly outside this scope — whether deferred to a future phase, client-supplied, or simply out of scope. Exclusions prevent assumed inclusions from becoming disputes mid-build.

Phasing — sequenced by priority
Phased

When budget requires sequencing, the phase plan defines what happens when — ordered by structural dependency, site access windows, permit timelines, and owner priority. No trade waits on a decision that has not been made.

Change Protocol — how changes work
Protocol

The process for requesting, pricing, approving, and documenting scope changes. Written change orders, approval timelines, and cost impact communication — before any change is made, not after.

Scope Definition Document — Inclusions
Section 1 — Project Description
Section 2 — Confirmed Inclusions
Foundation work Framing Roofing Electrical rough-in Plumbing rough-in Insulation
Section 3 — Material Specifications
Interactive Diagram — Pillar 03

Site mapping layers

A georeferenced site plan is a multi-layer document. Toggle layers on and off to see how each one informs the project — and why all of them need to exist in a single working file.

Property Boundary

Legal lot lines from BC land title records. The legal foundation of everything built on the site.

Layer visible
Setbacks & Easements

Zoning setbacks, statutory rights-of-way, and registered easements — the buildable envelope.

Layer visible
Utilities

Hydro, septic field, water service, drainage. Critical for siting structures and excavation planning.

Layer visible
Topography

Spot elevations and contour lines — drainage direction, cut and fill requirements, grade relationships.

Layer visible
Drone Overlay

Orthorectified aerial photography aligned to the site plan — actual ground conditions, not survey assumptions.

Layer visible
Significant Trees

Mapped tree canopy and root zones for significant trees — required for permit applications in most NVI jurisdictions.

Layer visible
Interactive Diagram — Pillar 04

Budget framing breakdown

A budget framework is not a quote — it is a decision-making tool. Use the sliders below to see how scope decisions affect the overall project budget and hard vs. soft cost ratio.

Cost Composition

Typical residential renovation on North Vancouver Island. Percentages shift with scope — this shows a mid-range whole-home renovation.

Labour 42% Hard cost
Materials 31% Hard cost
Permits & Fees 6% Soft cost
Design & Engineering 8% Soft cost
Contingency 13% Recommended
ROM Estimator

Adjust scope factors to see how the rough-order-of-magnitude total shifts. NVI pricing as of current market — for planning purposes only.

Floor area (sq ft) 1,200 sq ft
Renovation level Mid-range
Structural work Some
ROM Estimate Range $180k – $240k
Recommendation: 15% contingency included in high estimate. NVI remote access and material freight typically add 8–12% to mainland pricing.
What You Receive

Planning deliverables

01
📐
Space Analysis Report

A written and diagrammed document that maps what the site is, how it moves, and what it wants to become. The foundation of every design decision that follows.

Sun path study — seasonal and daily movement
Functional flow diagram — desire lines and circulation
Constraint and opportunity mapping
Use zone assessment — private, social, service, transition
Neighbour and view impact analysis
Written opportunities report with annotations
Photography documentation of existing conditions
02
📋
Scope Document

A written legal document: inclusions, exclusions, phasing plan, and change protocol. No ambiguity. No verbal agreements. No surprises mid-build.

Full inclusions list — line by line, trade by trade
Explicit exclusions — what is not in scope
Phase plan — sequenced by priority and budget
Change order protocol — process, timing, approval chain
Permit responsibility matrix
Material specification references where relevant
Owner and contractor signature ready
03
🗺️
Site Plan Package

A georeferenced, multi-layer site plan with drone photography overlay — the spatial document every trade and consultant on the project will use.

Georeferenced property boundary plan
Setbacks, easements, and rights-of-way
Utility locations — hydro, septic, water, drainage
Topographic data — spot elevations and grade
Drone photography — orthorectified aerial overlay
Significant tree mapping and root zone documentation
Scaled PDF and DWG file formats provided
04
💰
Budget Framework

ROM cost ranges before any design dollars are spent. Hard and soft cost separation. Contingency recommendations. Value engineering options.

Low, mid, and high ROM cost scenarios
Hard and soft cost separation — no hidden fees
Contingency recommendation — 10–20% depending on scope
Value engineering options — where to adjust without compromise
NVI freight and access cost factors applied
Permit and fee cost estimates by jurisdiction
Cost-per-square-foot benchmarks for project type
How It Works

The planning process

01
Intake

Discovery Conversation

A 60-minute call or meeting to understand your project goals, constraints, timeline, and budget range. We ask the questions most contractors skip — because the answers shape every decision that follows. No obligation. No sales pitch.

60 minutes — remote or on-site
02
Site Visit

Space Analysis Visit

A structured on-site assessment — typically 2 to 4 hours depending on site complexity. We document existing conditions, measure, photograph, and note everything the site is telling us. Drone flight included for larger properties or complex topography.

2 to 4 hours on-site
03
Production

Plan Production

Site plan, space analysis report, and initial budget framework produced from the site visit data. Typically delivered within 5 to 7 business days. You receive a complete planning package — not a slide deck, not a verbal summary. A working document.

5 to 7 business days
04
Scope Workshop

Scope Definition Workshop

A working session — in person or remote — to walk through the planning package together and build the scope document in real time. Every inclusion and exclusion is agreed and recorded. The change protocol is explained and signed off. This session turns a plan into a project.

2 to 3 hours — working session
05
Handoff

Planning Package Delivery

Final planning package issued — georeferenced site plan (PDF and DWG), space analysis report, scope document (signed), and budget framework. This package is the foundation for concept design, permit applications, and trade quotes. It is also the document your lender, insurer, and local authority will ask for.

Complete package — ready for next phase
Begin With Clarity

Start your planning conversation

Every project we build starts with a planning package. It is not optional — it is how we ensure that when construction begins, it begins right. Book a discovery call and we will tell you exactly what the planning phase will cost and how long it takes.