Define a service area your team can sustain
Start with the places where you can supervise work, receive deliveries and return for follow-up tasks without stretching the team. A simple distance radius is a first filter, but it does not capture actual travel routes or the effort involved in managing two sites at once. Write down which towns you normally serve and when you would consider travelling further.
Pair that area with a scope statement. For example, your research brief might prioritise single-house extensions with associated internal alterations, while excluding large apartment schemes. Use your own delivery experience to define the boundary. The aim is to make a repeatable decision before a visually impressive proposal distracts you from the work your business handles well.
Understand what a planning search can show
Use the GOV.UK register finder to locate the relevant council search. Look for descriptions matching your scope and inspect the actual record. Record the application reference and the date you checked it so you can return to the same proposal.
Planning Portal's extension guidance explains that some extensions in England can fall within permitted development where the relevant limits and conditions are met. As a result, a planning search should not be treated as a complete list of extension work. It is one discovery channel. Keep separate records for enquiries and referrals so that missing planning-search results are not mistaken for a lack of local demand.
Read the documents with an estimating question in mind
Open the available proposed plans and elevations, checking their titles, dates and revision references. Compare them with the existing layout where that is available. Your first task is to identify the broad work involved and whether the information is sufficient for a meaningful next conversation. Avoid producing a detailed quotation from a planning description alone.
Create a short scope note in your own words. Keep it tied to visible details, such as a proposed additional room or altered roof shape. Separate observations from questions about structural design, drainage, access or the intended finish. Where documents are missing or unclear, record the gap rather than filling it with a confident assumption.
- Which documents and revisions did you actually inspect?
- Which parts of the proposed work match your team's experience?
- What additional information would an estimator need before pricing?
Keep planning status and delivery readiness separate
Check the current council record and any decision notice before updating your shortlist. GOV.UK's building regulations guidance makes clear that building regulations approval and planning permission are different, and a project may need both. A favourable planning outcome therefore should not become an assumed site-start date in your diary.
Use a readiness note with open questions: Is there an agreed scope? Is the design information current? Has the client set a programme? Is a contractor already appointed? Can your team deliver the work in the proposed period? Public planning material may answer only part of that list. Leave the remaining answers unconfirmed until there is reliable evidence.
A hypothetical builder's research session
Consider a fictional three-person building firm with capacity to investigate one additional domestic project. Its research finds two local extensions. The first appears to match its usual work, and the available drawings are legible. The second combines a substantial extension with specialist work outside the firm's experience.
The firm keeps the first project for further research and records the missing specification and programme as questions. It declines the second, explaining the scope mismatch in one sentence. It does not assign either project a guessed contract value. These are invented examples showing how to protect estimating time; they do not describe real homeowners or imply that work is available.
Prepare a useful handover before spending more time
For each retained project, assemble a compact handover containing the source link, reference, site location, scope note, inspected document revisions and unresolved questions. Add one sentence explaining why it fits your business. That sentence helps an estimator decide whether to continue without repeating the entire search.
Set a review date based on the next information you need, not an arbitrary assumption about how quickly planning becomes construction. Track the time spent reaching a clear yes, no or monitor decision. Over several reviews, refine the search terms and exclusions that remove unsuitable results. The outcome should be a small, current list that supports informed conversations and protects the team's available time.
Sources & further reading
- GOV.UK: Search the register of planning decisions Accessed 19 September 2026
- Planning Portal: Extensions and planning permission in England Accessed 19 September 2026
- GOV.UK: Building regulations approval Accessed 19 September 2026


