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.
- Purchase question
- Describe the tree-related decision you need to inform.
- Available time
- State the date by which advice is needed.
- Access authority
- Identify who can arrange the site visit.
- Relevant trees
- Mark trees and adjoining features involved.
- Other reports
- List existing advice that may help define the enquiry.
Checks for this task
- Confirm access before booking an inspection.
- Ask which limitations will apply to the proposed assessment.
- Share current documents without treating earlier conclusions as automatically current.
A worked example
Illustrative example, not a client case: A prospective buyer wants advice about trees near a planned extension. The enquiry explains the proposal and timeframe, allowing the consultant to clarify whether a general inspection or a separate development assessment is needed.
Scope and limits
Arboricultural advice is one part of a property enquiry; it does not replace legal, building or financial due diligence.
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.