Client Profile




Property Size:
Amount of time available for maintaining property:
Financial situation; budget for implementation:
Number of people living on site, ages and cultural background:
Vehicle preferences and needs (car/truck, farm equipment, recreational equipment):
Special requirements:
How long do you plan to live at this site?

Client Needs

Prioritize goals: objectives, phase planning (list)
What is your relationship to this place?
How do you intend to interact with the site on a daily basis?
Water: source, drinking, irrigation, storage, amount
Lighting: paths, buildings
Structures: house (type of heat), greenhouse, shop, barns, chicken house, other out buildings
Utility areas: clothes line, recycle and trash, wood, service equipment
Children’s special areas
Level of food self-reliance (present and future): diet and taste preferences (vegetables, herbs, berries, orchards, nuts, herbs)
Income production from property: market gardens, animals, woodlot, crafts, education center
Compost and recycling
Animals, Livestock and /or Pets
Wildlife enhancement

Site Planning and Assessment

1. Plans and drawing
a. Existing site drawings, aerial photos, contour maps, legal description, land survey

2. Existing
a. Ecosystems, structures, fences, pathways, sacred sites
b. History: logged, cropped, pastured, sprayed
c. Talk with neighbors, research county records, soil conservation service

3. Known challenges on-site or Limiting Factors
a. Water
b. Topography
c. Erosion
d. Noise: rail, aircraft, highway, neighbors
e. Visual pollution
f. Unpleasant odors or other off-site nuisance, dust, privacy concerns
g. Time and money
h. Invasive vegetation

4. Location for
a. Plants, animals
b. Structures: ease of access and excavation, foundation strength, depth of bedrock, depth to water table
c. Wells: depth to water, rock porosity and permeability, pollution potential
d. Septic: depth of bedrock, depth to water table, drainage characteristics of soil
e. Food storage

5. Energy
a. Wind direction and velocity (monthly)
b. Number of sunny and cloudy days
c. Solar access, obstructions
d. Stream gradient: from top to bottom
e. Other potential energy sources—biomass, geothermal, methane

6. Resources on and off site
a. Natural features: springs, sunken areas, woodland, minerals, sand and rock deposits
b. Edibles: native fruits, berries, tubers, greens, fish, game
c. Sources of biomasson and off the property
d. Views: good and not so good
e. Sawmill, factories, dump, plant and seed sources

7. Zoning
a. Local governments
b. Previous land use, Use Permits

8. Legal Constraints
a. CC & R’s Covenants Contraints and Restrictions - Deed restrictions
b. Property lines
c. Easements: buildings, roads, access
d. Water rights

9. Access
a. Existing roads
b. New roads required and potential cost: to structure(s), fields, other

10. Utilities
a. Electricity, gas, water (well or district), telephone, sewage
b. Locate existing utility lines, water lines, sewer and septic

11. Community Land Use
a. What is going on upstream and over the fence (toxic sprays, cattle in creeks, etc.)
b. Economic and emotional health of community
c. Schools, public transit, hospitals, fire department, landfill/dump, shops

Environmental Analysis

12. Aspect
a. Solar access: South/ Southwest preferred
b. Hot/warm summer slopes
c. Cool summer slopes

13. Climate
a. Light availability: sun, rain, clouds, fog
b. Temperature: average high and low temps. Extreme High’s and Low’s
c. Average rainfall: yearly and monthly
d. Frost: average dates, extreme first and last dates, pockets
g. Microclimate(s)
h. Air drainage
i. Altitude and latitude

14. Wind
a. Wind access, drains, thermals, chills, cooling breezes
b. Damaging or desirable winter winds
c. Average annual windspeed

15. Hydrology
a. Water quality
b. Existing water rights and resources—note potential water rights
c. Surface water and level of water table: year round and seasonal
d. Drainage patterns
e. Springs creeks, streams, ponds (note permanence)
f. Catchment: size, type
g. Depth of well
h. Rainfall Patterns, Extreme Flood or Drought Conditions.

16. Soils and Geology
a. Geology and conservation maps (government maps)
b. Soil type: clay, loam, sand,; soil depth, organic content
c. Soil tests—pH, nitrogen, phosphorus, potassium, other minerals
d. Drainage and absorption
e. Stability of site
f. Maximum depth of frost
g. History of use

17. Topography
a. Contour maps or field survey
b. Identify keylines, valleys and ridges
c. Determine slope gradient (degree of slope) either severe, moderate, minor; or percent grade

18. Natural disasters
a. Fire, flood, frost, earthquakes, hurricanes, drought, lava flows, cyclones

Plants and Animals

19. Vegetation
a. Identification of existing plants and their vigor and health
b. Forests: type, age, condition, value
c. Density
d. Exotic species present
e. Plants to be cultivated: vegetables, fruits, berries, nuts, natives, exotics, woodlot
f. Rare Native Plants

20. Animals
a. Wildlife Patterns, nests, pathways, forage and nesting areas
b. Domestic animal capacity on the land – Grazing? Predators?