A Structured Luxury Design Process for Out-of-State Homeowners
Managing a luxury residential project in Florida while living in another state requires more than good design. It requires structure, clear communication, and a proven process.
HOW WE WORK
Forma works with out-of-state homeowners who value clarity, organization, and professional execution.
Approach
A structured, eight-phase methodology designed to guide projects from initial alignment to construction documentation.
Delivery
Clear, construction-ready documentation that allows contractors and consultants to execute accurately.
Execution
Local oversight and coordination in Florida, so you don't need to be on-site to move the project forward.
PHILOSOPHY
Quality, Not Volume
Every project begins with alignment. We intentionally qualify each engagement to ensure mutual fit, respect for the process, and commitment to excellence. If a project is not the right match, we communicate this clearly and respectfully. Our focus is on doing the right projects well, not on volume.
OUR PROCESS
Our Eight-Phase Methodology
01
Client Qualification
Initial contact via email or referral, followed by a qualification questionnaire to understand the client, property, and goals. An internal review confirms project viability and fit.
Outcome
Alignment confirmation · Go / no-go decision
02
Proposal & Project Setup
We prepare a tailored proposal supported by AI-generated conceptual reference images. A review meeting is held to explain scope, timeline, and expectations. Upon approval, contracts are signed and the project is formally registered.
Deliverables
Signed agreement · Project number assignment · Delivery schedule
03
Pre-Design & Kickoff
A comprehensive kickoff meeting outlines the full design process and timeline. Clients receive a formal welcome package, initial invoice, and a customized design questionnaire to capture vision and requirements.
Deliverables
Formal welcome package · Design questionnaire · Communication protocol
04
Site Visit & Analysis
Forma conducts an on-site field visit with photographic documentation. We review existing plans and perform architectural, urban, and zoning analysis. This phase eliminates assumptions and protects the project before design advances.
Deliverables
Site documentation · Survey review · Zoning and compliance review
05
Conceptual Design
With all data validated, we begin shaping the design vision. This includes conceptual floor plans, initial space distribution, moodboards, and material direction. Client feedback is integrated before advancing.
Deliverables
Conceptual floor plans · Moodboards · Concept presentation
06
Schematic Design
The approved concept evolves into a clear spatial proposal. This phase includes schematic 3D modeling, preliminary renders, and a formal design presentation. Client approval is required to proceed.
Deliverables
3D models · Preliminary renders · Schematic design presentation
07
Design Development
The approved schematic design is developed in detail. This includes final space distribution, dimensioned plans, and coordination with structural, MEP, and other consultants in preparation for permit drawings.
Deliverables
Dimensioned plans · Consultant coordination
08
Construction Documentation
We deliver a comprehensive, construction-ready document set suitable for permit submission and contractor execution. All consultant coordination is integrated to ensure accuracy and consistency.
Deliverables
Full construction document set · Integrated consultant drawings · Permit-ready documentation
BENEFITS
Why This Works for Out-of-State Owners
Clear phases with defined approvals
No scope creep or ambiguity.
Structured communication
Regular updates without overwhelming you.
Local execution support
On-site presence when needed.
Reduced risk and uncertainty
Technical validation before construction.
High-end results
Documentation that protects design integrity.
IS FORMA RIGHT FOR YOU?
We work best with the right clients
Forma works best with clients who:
- Value process, organization, and clarity
- Expect professional documentation
- Are investing in long-term quality
- Appreciate structured communication
Forma may not be the right fit if you:
- Need immediate availability
- Prefer informal or unstructured processes
- Want to self-manage design decisions
- Are focused primarily on speed over quality
Next Step
If this structured approach resonates with you, we invite you to begin the conversation.
Response within 48 hours · Confidential consultation