Service Used: Tree Surveys

The surveyor assesses the trees within the agreed scope and records findings in a report or schedule. For routine management, the focus may be tree condition and recommended actions. For development, it may include information needed to design around retained trees. Explaining why you need the survey is essential because different purposes require different observations, documents and levels of detail.

Schools, estates and business premises benefit from knowing which trees need attention and which can be retained without immediate work. A survey provides a basis for planned management and records the observations made at the time. The scope should reflect tree condition and site use. There is no single survey programme that suits every commercial property or guarantees that all risks have been eliminated.

A condition assessment of a small group of trees differs from a development survey requiring plans and additional arboricultural documents. Existing site plans, tree locations and the level of investigation needed can also affect the work. Tell the surveyor whether the report is for maintenance, planning, an insurer or another purpose, so the quote covers the right scope from the outset.

For routine tree management, useful information may include species, location, condition observations and a priority for action. The report should also explain the inspection scope and any limitations, such as areas that could not be accessed. Planning reports require different information and may need supporting plans. Agreeing the contents beforehand helps ensure the document answers the questions your site team needs to resolve.

A surveyor can recommend when trees should next be checked and identify those that need closer attention. Trees near busy paths or occupied buildings may require a different approach from those in little-used areas. Significant storms, visible damage or changes in site use can justify earlier assessment. Keep records of inspections and act on the recommendations, rather than relying on the report alone.

Relevant trees can include those outside the boundary if their branches or roots could be affected by the proposals. Survey information helps inform the layout before designs are finalised. Depending on the project, the authority may require an arboricultural impact assessment, a tree protection plan or a method statement as well. Confirm the required documents with your planning team before commissioning the work.

A tree condition report can help prioritise maintenance and further inspection. A BS 5837 survey addresses trees in the context of development, including their dimensions, retention value and root protection needs. Its findings can inform supporting planning documents. The two surveys may record some similar observations, but their purposes differ, so a routine condition report may not meet a planning application's requirements.

A useful report explains which trees need action and the reasons for each recommendation. This can help a school, estate or facilities team plan work around budgets and site access. Some findings may require further investigation before treatment is specified. Record completed work and any follow-up requirements, so the survey becomes part of an ongoing management process rather than an isolated document.