Information to record
Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.
- Proposal revision
- Identify the current drawing set.
- Survey extent
- Show the areas to include and any adjoining trees requiring review.
- Required records
- Agree tree attributes and evidence needed for the commission.
- Location source
- Explain available survey or mapping information.
- Design milestones
- State when the team needs the information.
Checks for this task
- Clarify whether tree positions require separate survey input.
- Record access limits and excluded areas.
- Keep the issued tree schedule linked to the corresponding map version.
A worked example
Illustrative example, not a client case: A design team supplies a concept plan while a more recent layout is being prepared. The survey brief records that status and requests the updated drawing before advice is tied to a particular proposal.
Scope and limits
A field inventory alone is not an impact assessment or a planning approval; agree each deliverable separately.
Use the worksheet
The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.
Continue the workflow
Prepared by Sorbus Arbor Consulting.