Design and Consulting Outline
Step one: Questionnaire.
The design questionnaire is intended to gather as much information as possible about the clients vision, wants and needs.
Step two: Create base map and survey the site.
The base map contains only what is already existing on the site in as much detail as possible.
The mapping phase can include contour maps, geological maps, climate maps, etc.
The site survey is an accounting of all other relevant data that may pre-exist on the site but can not be included on the base map. (Soil test, usage history, solar data, climate data.)
Step Three: Review of base map and questionnaire.
This is a conversation and dialog to asses the best options based on the information already gathered.
Step Four: Draft design proposals.
The design team will come up with several draft proposals that fit with the clients vision, wants and needs.
The proposals will usually be in the form of a map and be accompanied by descriptions if necessary.
Step Five: Review of proposals.
The design team and client will review and evaluate the various design proposals and arrive at a final design proposal.
Step Six: Final design
The final design will be a detailed design map which may be accompanied by other resources that compliment it. Possible additions to the design map include: implementation and maintenance schedules, species lists and plant source lists, costing analysis etc.
The following questions will enable a designer or team to understand a potential project prior to beginning work. Please answer in as much detail as possible. The scale and purpose of a project will make some of the questions and areas more relevant than others.
Other people who will be involved
State as clearly as possible the overall vision for your site or project.
What duration are you going to be involved in this project?
What degree of detail /presentation do you need for your project?
Professional architectural drawings or construction plans.
Formal presentation for grant funding or other business purposes.
Less formal maps or presentations for personal use.
Phone or email consultation only.
Other, please describe:
Goals: What would you like to achieve, short, medium, long term?
Please consider what goals you may have in the following areas :
To what degree would you like to be self sufficient and in what areas?
Water, energy, food, money
If self-sufficiency is one of your main goals then what do you like to eat and in what quantities?
Domestic use, drinking, heating, bathing, grey/black water etc.
Farm use, Irrigation, dams, ponds, tanks,
Aesthetic/recreation use, fountains, swimming pools etc.
Roads, paths, etc.
Buildings, houses, sheds, fences etc.
Energy efficient building, natural building
What are your goals and desired comfort level for your structures? (heating, cooling, ventilation, fire proofing.)
gas, electricity, heating, cooling, solar, micro-hydro etc.
Orchards, vineyards, food forests, timber
Environmental mitigation and micro-climate management
wind, sun, flood, drought, fire, frost
Medium size farming/family farm
Are you concerned with how your property looks from the outside?
How would you like it to look and feel from the inside?
What kind of aesthetic would you like for your project on an overall basis and for individual areas within the site. (Ordered, classical, neat, rustic, modern, orderly chaos, natural, wild, etc.)
What do you find aesthetically pleasing? Displeasing?
Nature conservation, ecosystem regeneration, wildlife.
How involved would you like to be with your community and neighbors?
Resources – Assess and describe individually if multiple people or organizations are involved.
How much time to you have available to work on your site?
What pattern would you like your time to take? From a few hours daily, large weekend blocks, to full time work.
Intended time away, vacation, travel, business etc.
Consider assessing your weekly schedule and see if there is room for the time you would like to spend on your project.
How much energy do you have to put in?
Health, strength, etc.
Relevant skills of all people involved.
Do you have the skills to do the things you want to do?
What do you enjoy doing?
Are you able to spend time learning new skills? (remember to note this in the time section above.)
How much contract or hired help would you be wiling to employ?
Do you have the option for volunteer help, or community, neighbor or family help? (Example: hold a weekend workshop on small home gardens, and invite your community to participate.)
Pattern of use. Monthly, yearly, initial investment, future windfall.
Are there aspects or ways that the community can be a resource?
Some general questions:
What do you really like about your site? Dislike?
What do you want to keep as it is? Change?
What works best or is the most difficult?
The base map can be a cooperative effort between the client and design team.
Items to include:
Boundaries – internal and external.
walls, fences, hedges etc.
Buildings and physical structures
Roads, paths, doors, windows
On a larger scale they can be noted as types of vegetation or groups of plants
Smaller sites can list and locate individual species.
Broad: Ponds, streams, springs, mains, marshes, dams, etc.
Small: Taps, downpipes, roof tanks, grey water
Type: sand, gravel, clay, pH, mineral content, microbiology etc
Degree of slope, aspect, contours
Shade, sun, partial sun
Power-lines, gas, sewer, phone etc.
Evaluate existing elements and systems according to:
The site survey will contain information that is key to the site and design, but may not be included on the base map. The site survey can be done cooperatively between the client and design team, the more information the client is able to provide the fewer hours the design team will have to spend.
How was this land used in the past?
How many owners have occupied it?
What might it have looked like prior to any human use?
Type, mineral content, nutrient content, structure.
Animal habitat, endangered species or plants on site.
Altitude, steepness, solar aspect, erodibility, water storage potential
Highs, lows, averages, rain, drought, climate change trends
Wind, storm, fire, flood data
Wind directions and season, frost pockets, etc.
Off site assets
Buss stops, schools, highways, shops, national forests, parks, etc.
Good views, bad views etc.
The design proposal is presented to the client after considering all the previous information and forming it into a cohesive design map and written or verbally communicated plan.
The proposal can address these areas:
What does the client want to achieve – specifically.
Methods, themes, strategies, theories, style and layouts for achieving the aims.
Exact definitions, plans, planting list, species, step by step instructions, costing, spacing, suppliers, timelines, implementation plans, maintenance plans, yield estimates, rainfall calculations, etc.
Some things must come before others.
Harvest times, maintenance, planting, pruning etc.
Workload patterns can be divided and applied to each proposed system: Animals, trees, crops, structures etc.
Estimates or exact sums for proposal.
Input output and link analysis.
Options and decisions.
SWOC – Strengths, weaknesses, opportunities, constraints.