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Major Works Planning for Residential Blocks: What Comes First

A practical guide for managing agents, freeholders and block owners on the steps, sequence and decisions involved in major works planning.

Practical Guide April 2026 Major Works
Overview

Getting the planning sequence right reduces the risk of cost overruns, disputes and avoidable delays

Major works to residential blocks are often commercially significant and scrutinised by multiple parties. A clear planning sequence, from condition assessment through specification, procurement and delivery, is essential to a well-managed project.

Why planning sequence matters

Major works to residential blocks are often commercially significant and scrutinised by multiple parties. Getting the sequence right, from condition assessment through specification, procurement and delivery, reduces the risk of cost overruns, disputes and avoidable delays.

When major works planning typically begins

Planning usually begins after a condition survey identifies works that go beyond routine maintenance, after recurring defects indicate a need for more comprehensive intervention, where fire safety works need to be coordinated with wider building improvements, or where cyclical maintenance has not kept pace with building condition.

What the process looks like

Step 1: Condition assessment to establish scope. Step 2: Specification of works in sufficient detail for competitive tendering. Step 3: Procurement including tender preparation, evaluation and contractor appointment. Step 4: Section 20 consultation where leaseholder obligations apply. Step 5: Contract administration through delivery. Step 6: Practical completion, defects management and close-out.

Who normally leads this process

Managing agents, freeholders, resident management companies and right to manage companies. Independent advisory support is typically instructed where the works are significant enough to justify structured procurement and contract administration.

Common mistakes to avoid

Starting procurement before scope is properly defined. Using specifications that are too vague for competitive pricing. Not allowing sufficient time for Section 20 consultation. Appointing contractors without structured tender evaluation. Failing to appoint an independent contract administrator for delivery oversight.

Next Steps

Where this usually links to live instructions

Reviewed by Ross Alinari, Director — Construction & Project Delivery at Hampstead Chartered Surveyors & Building Consultancy.