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.
- Retained trees
- Identify the trees the proposal intends to retain.
- Drawing sources
- List current site and works drawings.
- Construction arrangements
- Describe known access, storage and sequencing proposals.
- Information gaps
- Flag details not yet decided.
- Coordination roles
- Name the people responsible for design and site communication.
Checks for this task
- Do not substitute a generic barrier sketch for project-specific advice.
- Check that relevant contractors receive the issued version.
- Refer changed works back to the responsible adviser for review.
A worked example
Illustrative example, not a client case: A team has agreed retained trees but has not settled its material storage area. The brief records that unresolved arrangement so it can be addressed before the protection plan is treated as ready for implementation.
Scope and limits
The worksheet is not a protection design, construction method or guarantee that proposed works are acceptable.
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.