BRIEFING A TREE INVENTORY FOR A COMMERCIAL PROPERTY

Connect the tree inventory to the property manager’s actual decisions. Define the site areas, operational constraints and intended handover so the consultant can scope records that remain useful alongside maintenance and property information.

Project/site:
Prepared by/date:
Version:

Property boundary
Identify the areas included in the commission.
Notes:

Operational contact
Name the person coordinating access.
Notes:

Decision purpose
State what the inventory should help decide.
Notes:

Excluded areas
Describe leased or inaccessible areas requiring clarification.
Notes:

Handover audience
Identify the people who will use the issued records.
Notes:

CHECKS
[ ] Confirm access arrangements with the responsible site contact.
[ ] Separate tree advice from maintenance booking and completion status.
[ ] Ask for a consistent tree reference across the schedule and map.

Outstanding questions:
Source references:
Review and next action:

Scope: The brief does not establish property rights, assessment conclusions or a maintenance contract.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-inventory-for-commercial-properties