What a brief is

A brief is a short written statement of what you want to build and why. Architects and builders ask for one before they draw anything.

Your homestead brief fits on one page. It covers:

  • Where you are: climate zone and site notes.
  • Who lives there: people and their needs.
  • What you want: goals, in order of importance.
  • What you can spend: a budget range.
  • What you will not give up: must-haves.

The brief is not a design. It is the yardstick you measure every later choice against.

A homestead brief fits on one page: where, who, what, how much, and what you will not give up.
Text description

A sketch of a one-page homestead brief with labels for each part. Where: the climate zone from lesson 3, shown as a small box reading 4A, and a few lines of site notes from lesson 4. Who: everyone who lives there most of the year and any special needs. Goals: three to five, numbered in rank order, where the higher goal wins a clash. Money and time: a budget bar with a low and a high figure and a reserve set aside, plus hours per week in your busiest season. Must-haves: three to six, with tick boxes, kept apart from a shorter list of nice-to-haves. Open questions: things you do not know yet, to ask professionals.

Where and who

Climate zone. Use the IECC zone you found in lesson 3, such as 4A or 6B. Every tool in this course uses it.

Site notes. A few lines from lesson 4: which way the land faces, where water sits, how you get in, and anything that worries you.

People. Count everyone who will live there most of the year, and anyone who visits often. Note any special needs: a baby, an older parent, someone who works from home, or someone who cannot manage stairs.

Each person adds roughly a full share of water and food, and some energy. A household of four needs about twice the water and food of a household of two. The hard months get harder too.

Goals in order

Write three to five goals and rank them. When two goals clash, the higher one wins.

Examples:

  • Cut the monthly power bill by half.
  • Keep the house warm through a week-long outage.
  • Grow most of our summer vegetables.
  • Catch enough rain for the garden.
  • Keep the build under a set budget.

Good goals are specific enough to check. “Be more self-sufficient” is hard to check. “Grow most of our vegetables from June to October” is easy to check.

Budget range and time

Write your budget as a range, not a single number: a low figure you are comfortable with, and a high figure you must not pass.

Add the time you can give, in hours per week, in your busiest season.

Must-haves and nice-to-haves

A must-have is something the plan fails without. A nice-to-have is something you would like if money and time allow.

  • Must-have: a ground-floor bedroom for a parent who cannot climb stairs.
  • Must-have: the house stays above freezing during a power outage.
  • Nice-to-have: a greenhouse.
  • Nice-to-have: a second bathroom.

Be strict. If your must-have list is long, the plan will be expensive and slow. Most good briefs have three to six must-haves.

Write your brief

Fill in the brief below. It saves to My plan on this device, and you can change it at any time. Nothing leaves your browser.

Planning tool

My homestead brief

A one-page brief: where, who, what you want, and what you can spend in money and time. Every later project starts from this. Your climate zone here becomes the default in the other tools.

Not sure? See Lesson 3. Data is a teaching approximation for one city per zone.
Time is a budget too. Gardens, animals and wood heat all take it.
For the home and systems, not land. Keep 10% to 20% for surprises.
Goals (choose any)
Open My planNot saved yet.

A planning estimate, not a design. Take it to a qualified professional before you buy or build.

Using the brief

Take the brief to every early conversation:

  • A builder or designer can tell you quickly whether your budget range fits your goals.
  • The building department can tell you what zoning and codes apply to what you describe.
  • A well driller, septic designer or solar installer can give rough figures based on your people and climate zone.

Ask each of them: “What in this brief worries you?” Their answer often saves you money.

Come back and update the brief as you finish each track. The capstone at the end of the course builds on it.

Check

Check your understanding

Which of these is the strongest goal for a homestead brief?

Summary

  • A homestead brief states where, who, what, how much and what you will not give up.
  • Rank your goals and make them checkable.
  • Give your budget as a range and keep a reserve.
  • Keep must-haves few and firm.
  • Take the brief to builders, inspectors and suppliers, and update it as you learn.

Track 2 starts with the home itself: which kind of small home fits your brief.

Go deeper: a brief is also a list of questions

Add a short list of open questions to the bottom of your brief: things you do not know yet. For example, how deep the well will need to be, or whether a tiny house is allowed on your land. Each track of the course answers some of them. The rest become the questions you ask professionals.

Finish up

Mark this lesson complete to track your progress. It is saved only in this browser.

Sources

  1. IECC climate zone map (Building America Solution Center), US DOE and Pacific Northwest National Laboratory
  2. Residential Energy Consumption Survey (RECS), US Energy Information Administration
  3. Water Use in the United States, US Geological Survey
  4. Dietary Guidelines for Americans, USDA and US Department of Health and Human Services

Spotted an error? See Corrections for how to report it.