The South Shore Home Options Campaign

The Housing-Goals Worksheet

Before floor plans and cost talk, get clear on the goal. This worksheet structures the family conversation.

South Shore REALTORS® × The ADU Exchange · A joint housing-education initiative

1. What is the housing goal?

Check all that apply, then circle the one that matters most.

2. Who would live there, and for how long?

Occupants:

Time horizon:

3. What does the space need to do?

4. What do you already know about the property?

Municipality:   Sewer or septic:

Possible locations on the lot:

5. What has to be true for this to work?

Bring this worksheet, with the Twenty Questions checklist, to your municipal conversations and professional consultations.

Educational information only. This resource provides general education and is not legal, tax, appraisal, engineering, lending, zoning, or construction advice. Verify all requirements with the applicable municipality and qualified professionals.