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.
- Current proposal
- Identify the landscape drawing and revision.
- Existing trees
- List known records and location information.
- Proposed changes
- Describe works potentially relevant to trees.
- Design questions
- State which choices need arboricultural input.
- Coordination contact
- Name who can supply revised drawings.
Checks for this task
- Provide relevant changes in levels or below-ground works for review.
- Explain uncertainty in existing tree locations.
- Record which proposal version the resulting advice addresses.
A worked example
Illustrative example, not a client case: A garden redesign changes paths and planting areas near retained trees. The client supplies the current drawing and asks the consultant which information is still needed before advice can inform the design.
Scope and limits
The brief does not determine suitable construction methods or tree impacts; those require the agreed professional assessment.
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.