Lesson 10: Capstone Project - Template
Home Assessment Documentation
Property Information
Property address: _______________________________________
Year built: _______________________________________
Square footage: _______________________________________
Lot size: _______________________________________
Construction type: _______________________________________
Date of assessment: _______________________________________
Floor Plan Sketch
Create a basic floor plan of your home, labeling rooms and noting dimensions.
Home Systems Inventory
Electrical System
Service size: _______ amps
Panel location: _______________________________________
Number of circuits: _______
GFCI/RCD locations: _______________________________________
Known issues: _______________________________________
Plumbing System
Water supply type: □ Municipal □ Well □ Other: _______
Pipe materials: □ Copper □ PEX □ CPVC □ Galvanized □ Other: _______
Main shut-off location: _______________________________________
Water heater type/age: _______________________________________
Known issues: _______________________________________
HVAC System
Heating type: □ Forced air □ Radiator □ Heat pump □ Other: _______
Cooling type: □ Central AC □ Window units □ None □ Other: _______
Age of systems: Heating: _______ Cooling: _______
Filter sizes: _______________________________________
Service history: _______________________________________
Known issues: _______________________________________
Structural Elements
Foundation type: □ Slab □ Crawlspace □ Basement □ Other: _______
Roof type/age: _______________________________________
Exterior wall construction: _______________________________________
Insulation type/R-value: _______________________________________
Known issues: _______________________________________
Home Maintenance Tool Inventory
Tool | Own? | Condition | Storage Location | Priority to Acquire |
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low | ||
□ Yes □ No | □ Good □ Fair □ Poor | □ High □ Medium □ Low |
Home Maintenance Supply Inventory
Supply | Current Stock | Storage Location | Need to Purchase? | Notes |
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No | |||
□ None □ Low □ Adequate | □ Yes □ No |
Comprehensive Maintenance Calendar
Daily Maintenance Tasks
Task | Responsible Person | Time Required | Notes |
Weekly Maintenance Tasks
Task | Responsible Person | Day of Week | Time Required | Notes |
Monthly Maintenance Tasks
Task | Responsible Person | Week/Day | Time Required | Notes |
Quarterly Maintenance Tasks
Task | Months | Responsible Person | Time Required | Notes |
□ Jan-Mar □ Apr-Jun □ Jul-Sep □ Oct-Dec | ||||
□ Jan-Mar □ Apr-Jun □ Jul-Sep □ Oct-Dec | ||||
□ Jan-Mar □ Apr-Jun □ Jul-Sep □ Oct-Dec | ||||
□ Jan-Mar □ Apr-Jun □ Jul-Sep □ Oct-Dec |
Biannual Maintenance Tasks
Task | Months | Responsible Person | Time Required | Notes |
□ Spring □ Fall | ||||
□ Spring □ Fall | ||||
□ Spring □ Fall | ||||
□ Spring □ Fall |
Annual Maintenance Tasks
Task | Best Month | Responsible Person | Time Required | Notes |
Home Maintenance Budget
Annual Budget Allocation
Category | Annual Budget | Monthly Allocation | Notes |
Routine maintenance | £ | £ | |
Emergency repairs | £ | £ | |
Major systems | £ | £ | |
Exterior | £ | £ | |
Interior | £ | £ | |
Appliances | £ | £ | |
Tools & equipment | £ | £ | |
Professional services | £ | £ | |
TOTAL | £ | £ |
Maintenance Expense Tracker
Date | Category | Description | Cost | Planned or Emergency? | Notes |
£ | □ Planned □ Emergency | ||||
£ | □ Planned □ Emergency | ||||
£ | □ Planned □ Emergency | ||||
£ | □ Planned □ Emergency | ||||
£ | □ Planned □ Emergency | ||||
£ | □ Planned □ Emergency |
Emergency Preparedness Plan
Emergency Contact Information
Local emergency services: _______________________________________
Police (non-emergency): _______________________________________
Fire department (non-emergency): _______________________________________
Poison control: _______________________________________
Nearest hospital: _______________________________________
Family doctor: _______________________________________
Insurance company: _______________________________________
Policy number: _______________________________________
Insurance agent: _______________________________________
Utility emergency contacts: - Electric: _______________________________________ - Gas: _______________________________________ - Water: _______________________________________
Trusted neighbors: _______________________________________
Emergency meeting location: _______________________________________
Out-of-area contact: _______________________________________
Utility Shut-off Locations
Main water shut-off: _______________________________________
Gas shut-off: _______________________________________
Electrical panel: _______________________________________
Instructions for shut-off procedures: _______________________________________ _______________________________________ _______________________________________
Emergency Kit Inventory
Item | Location | Expiration Date | Last Checked | Notes |
First aid kit | ||||
Flashlights | ||||
Batteries | ||||
Emergency radio | ||||
Non-perishable food | ||||
Water | ||||
Blankets | ||||
Essential medications | ||||
Emergency contact list | ||||
Cash | ||||
Important documents | ||||
Basic tools |
Emergency Response Procedures
Fire: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
Flood/Water Damage: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
Power Outage: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
Gas Leak: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
Severe Weather: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
Priority Project Plans
Project 1
Project name: _______________________________________
Project description: _______________________________________
Location in home: _______________________________________
Priority level: □ High □ Medium □ Low
Skills required: _______________________________________
DIY or professional: □ DIY □ Professional □ Combination
Estimated timeline: Start date: _______ Completion date: _______
Estimated budget: £_______
Materials needed: | Item | Quantity | Estimated Cost | Source | Notes | |——|———-|—————-|——–|——-| | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | TOTAL | | £ | | |
Tools needed: | Tool | Own? | Need to Borrow/Buy? | Estimated Cost | Notes | |——|——|———————|—————-|——-| | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | TOTAL | | | £ | |
Step-by-step procedure: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________ 4. _______________________________________ 5. _______________________________________ 6. _______________________________________ 7. _______________________________________ 8. _______________________________________
Safety considerations: _______________________________________
Potential challenges: _______________________________________
Contingency plans: _______________________________________
Project 2
Project name: _______________________________________
Project description: _______________________________________
Location in home: _______________________________________
Priority level: □ High □ Medium □ Low
Skills required: _______________________________________
DIY or professional: □ DIY □ Professional □ Combination
Estimated timeline: Start date: _______ Completion date: _______
Estimated budget: £_______
Materials needed: | Item | Quantity | Estimated Cost | Source | Notes | |——|———-|—————-|——–|——-| | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | TOTAL | | £ | | |
Tools needed: | Tool | Own? | Need to Borrow/Buy? | Estimated Cost | Notes | |——|——|———————|—————-|——-| | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | TOTAL | | | £ | |
Step-by-step procedure: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________ 4. _______________________________________ 5. _______________________________________ 6. _______________________________________ 7. _______________________________________ 8. _______________________________________
Safety considerations: _______________________________________
Potential challenges: _______________________________________
Contingency plans: _______________________________________
Project 3
Project name: _______________________________________
Project description: _______________________________________
Location in home: _______________________________________
Priority level: □ High □ Medium □ Low
Skills required: _______________________________________
DIY or professional: □ DIY □ Professional □ Combination
Estimated timeline: Start date: _______ Completion date: _______
Estimated budget: £_______
Materials needed: | Item | Quantity | Estimated Cost | Source | Notes | |——|———-|—————-|——–|——-| | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | | | £ | | | | TOTAL | | £ | | |
Tools needed: | Tool | Own? | Need to Borrow/Buy? | Estimated Cost | Notes | |——|——|———————|—————-|——-| | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | | □ Yes □ No | | £ | | | TOTAL | | | £ | |
Step-by-step procedure: 1. _______________________________________ 2. _______________________________________ 3. _______________________________________ 4. _______________________________________ 5. _______________________________________ 6. _______________________________________ 7. _______________________________________ 8. _______________________________________
Safety considerations: _______________________________________
Potential challenges: _______________________________________
Contingency plans: _______________________________________
Home Maintenance Journal
Maintenance Log
Date | System/Area | Task Performed | Performed By | Cost | Notes |
□ Self □ Professional | £ | ||||
□ Self □ Professional | £ | ||||
□ Self □ Professional | £ | ||||
□ Self □ Professional | £ | ||||
□ Self □ Professional | £ | ||||
□ Self □ Professional | £ |
Project Completion Log
Project | Start Date | Completion Date | Total Cost | Satisfaction | Lessons Learned |
£ | □ Low □ Medium □ High | ||||
£ | □ Low □ Medium □ High | ||||
£ | □ Low □ Medium □ High | ||||
£ | □ Low □ Medium □ High |
Skills Development Tracker
Skill | Current Level | Resources for Improvement | Practice Projects | Notes |
□ Beginner □ Intermediate □ Advanced | ||||
□ Beginner □ Intermediate □ Advanced | ||||
□ Beginner □ Intermediate □ Advanced | ||||
□ Beginner □ Intermediate □ Advanced | ||||
□ Beginner □ Intermediate □ Advanced |
Future Project Ideas
Project | Priority | Estimated Budget | Timeline | Notes |
□ High □ Medium □ Low | £ | |||
□ High □ Medium □ Low | £ | |||
□ High □ Medium □ Low | £ | |||
□ High □ Medium □ Low | £ | |||
□ High □ Medium □ Low | £ |