Checklists · Site logistics
Tree and Planting Protection Questions Checklist
Help an owner record the trees, hedges and planting that could be affected by work at the property, and prepare the questions about status, roots, canopy and protection that belong with a qualified professional and the relevant local authority.
8 sections · 42 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/site-access-and-logistics/tree-and-planting-protection-questions · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- Recording what is actually growing on and immediately around the site
- Tree status questions that are confirmed with the relevant local authority
- Root areas and what happens to the ground above and around them
- Access routes, scaffolding and everything that passes under a canopy
- Neighbouring trees, hedges and boundary planting to raise before work
- Protection on the ground, who maintains it, and what is recorded afterwards
Audience
Who this checklist is for
- Owners with mature trees on or beside the area where work will happen
- Owners whose delivery or access route passes under established planting
- Owners in areas where tree or landscape designations may apply
- Owners who have not yet had anyone qualified look at the trees on site
Timing
When to use it
- Making a written and photographic record of what grows on and around the site
- Preparing the questions that belong with the local authority about tree status
- Identifying where roots may sit under an access, standing or storage area
- Raising neighbouring trees and boundary hedges before work is arranged
- Agreeing what protection goes up, who maintains it and when it comes down
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Deciding whether any tree may be pruned, cut back, reduced or removed
- Judging the health, stability or root spread of any tree or hedge
- Establishing what designation or protection applies to a tree at your property
- Deciding what may be done to a tree belonging to a neighbour
- Assessing whether a tree affects the ground conditions beneath a building
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.Recording what is actually growing here
This record is quick to make and impossible to reconstruct later. It is also the first thing a qualified professional will ask you for.
Walk the boundary and list every tree, large shrub and hedge on it or immediately beyond it, including anything in a neighbouring garden that leans over.
Trees just outside the boundary are the ones most often left off a plan and most often affected by access and scaffolding.
Photograph each tree from two positions with something familiar in the frame for scale, and date the images before any work is arranged.
Dated images taken beforehand are what make a later change demonstrable, and they take very little effort to produce.
Sketch the rough spread of each canopy onto a plan of the property, since the ground under the branches is usually what matters most.
Owners tend to mark the trunk and forget the canopy, which is the area where storage, standing and digging cause the real problems.
Write down what you do not know about each tree, including what type it is, roughly how old it is and who owns it, rather than guessing on the plan.
An honest gap is more useful to a professional than a confident guess, which they then have to unpick.
Note anything already visible, such as a lean, a split, dead branches or disturbed ground, and report it rather than interpreting what it means.
Observation is owner-side work and interpretation is not, and the distinction matters a great deal with trees.
Any sign of poor condition belongs with a suitably qualified arboricultural professional. Do not draw your own conclusion about a tree.
3.Roots and everything that happens above them
Root damage is invisible, slow to show and usually done by ordinary site activity rather than by anything anyone would call tree work.
Mark on your plan the ground that sits under and beyond each canopy, and treat all of it as a question rather than as available space.
Marking it turns an invisible constraint into something a delivery driver or a working team can actually see and respect.
Note any digging, trenching or service run planned near a tree, and raise it while it is still being designed rather than when it is being dug.
The position of a trench is easy to reconsider on paper and effectively impossible to reconsider once it is open.
Excavation near a tree is discussed with a suitably qualified arboricultural professional before it is planned or started.
Ask what happens to the ground under a canopy if material is stacked on it or vehicles stand on it during the work.
Compaction is not visible and shows in the tree long after the project has finished, which is why it is so routinely accepted.
Note any proposed change in ground level near a trunk, including material being spread over the ground or ground being scraped back.
Adding or removing ground around a trunk is rarely thought of as work affecting the tree, but it is among the more significant things done to one.
Ask what is proposed where a new hard surface would sit within the ground under a canopy, and treat it as a question for a qualified professional.
New surfacing changes what reaches the ground beneath it, and the effect appears gradually rather than immediately.
Note where water currently runs and stands near each tree, since altering drainage affects trees in ways that show up long afterwards.
Drainage changes are usually designed without any reference to planting, and the connection is only made once something declines.
4.The canopy, access routes and what passes overhead
Almost every access problem involving trees is discovered by looking up, and almost nobody looks up while walking a route with a plan in hand.
Walk the delivery and access route looking upwards rather than at the ground, and note every branch a high vehicle or a long load would meet.
Height restrictions from planting are invisible at eye level and are usually discovered by a driver already committed to the route.
Ask where scaffolding would stand relative to trees and hedges, and whether any branch would have to be moved out of the way to allow it.
Scaffolding is designed against the building and the ground, and the planting in between is dealt with on the day it goes up.
Any cutting back to make room for access or scaffolding is a question for a qualified professional and, where relevant, the local authority.
Note which branches sit over the working area itself, and raise them before anyone is standing under them with equipment.
Branches over a working area affect both the tree and the work, and it is better to have the conversation in advance.
Agree who decides what happens if a branch is in the way, and make clear that nothing is cut without the question being asked first.
Branches are removed casually by people trying to get a job done, and that is where most avoidable tree problems begin.
Note any overhead line running through or near a canopy, and treat it as a matter for the supply provider rather than for anyone on site.
Lines running through planting are easy to miss from the ground and are entirely outside what a working team should deal with.
An overhead line near a tree is a matter for the relevant supply provider. Nobody at the property should work near it without their involvement.
5.Neighbouring trees, hedges and boundary planting
Boundary planting belongs to somebody, and often not to the person who assumes it does. These conversations are much easier before any work is arranged.
Try to establish who owns each tree and hedge on a boundary, and record it as an open question where the answer is not clear from a document.
Ownership determines who may do what, and it is regularly assumed on the basis of which side the trunk appears to be on.
Ownership of a boundary tree or hedge is established from your documents by a suitably qualified adviser, not from where it appears to stand.
Raise any overhanging branch with the neighbour early, as a conversation rather than as a decision you have already taken.
Almost every dispute about a boundary tree begins with an action taken before a conversation happened.
Note where a hedge is the boundary itself rather than something growing alongside it, since removing or reducing it changes more than the planting.
A hedge acting as a boundary carries questions that ordinary planting does not, and those questions belong with an adviser.
Identify any part of the work that could only be reached across a neighbour's planting, and treat it as a question about access to be agreed.
Access over someone else's garden needs agreement, and finding out late can stop a section of work entirely.
Note that roots from a neighbouring tree may extend under your working area, and raise it as a question rather than assuming they stop at the fence.
Roots take no notice of boundaries, and work on your own land can affect a tree that belongs to someone else.
Write down what was agreed with a neighbour about their planting and send it to them, so both parties hold the same version of it.
Doorstep agreements about trees are honestly remembered in different ways, and a short written summary prevents that becoming a dispute.
6.Planting you want to keep, move or accept losing
Some planting can be lifted and held elsewhere, some cannot, and the difference depends on the plant and the season rather than on how much you want it.
List the planting you particularly want to keep, and say so before the work is arranged rather than after the ground has been cleared.
Anything not identified as wanted is treated as part of the site, which is a reasonable assumption for anyone to make.
Ask whether anything can realistically be lifted and held elsewhere at the property, and what determines whether it survives the move.
Lifting is often possible and often not, and the answer depends on things an owner cannot judge from appearance.
Whether a plant can be lifted and held, and when, is a question for a suitably qualified horticultural or arboricultural professional.
Decide where lifted plants would actually be held, and check that the spot is not itself needed for storage, access or standing.
Plants held in the one clear corner of a garden are usually moved a second time, which is when they are lost.
Ask which season suits moving or cutting back the planting you want to keep, and note that this may not suit the work at all.
Where the two do not coincide, it is better to know and decide deliberately than to discover it as a loss afterwards.
Be honest about what is unlikely to survive the work, and record it now rather than treating it as an unexpected loss at the end.
An expected loss can be planned around and replaced deliberately, whereas an unexpected one is simply a disappointment.
7.Wildlife and seasonal questions to confirm locally
What applies here varies by place and by season. Everything in this section is a question for someone qualified or for the relevant authority.
Ask a qualified professional, and confirm with the relevant authority, what applies to nesting and wildlife before any hedge, tree or dense planting is cut.
This is a question that has to be asked before the work rather than after it, because the answer can stop the work entirely.
What applies to wildlife and nesting is set locally and varies through the seasons. Confirm it with the relevant authority before anything is cut.
Write down what you have seen using the trees and hedges across the seasons, and pass it on rather than deciding for yourself that it does not matter.
Owners hold observations nobody else has, and those observations are exactly what a qualified professional needs to work from.
Note holes, nests, roosts, dense ivy or hollow sections on a trunk, and raise each one as a question for somebody qualified to look at it.
These features are visible to anyone and interpretable only by someone qualified, which makes them a good owner-side record.
Ask who is responsible for establishing what applies before any cutting begins, and have that person named rather than left as a shared understanding.
Where nobody is named, this is the task that falls between the parties and is noticed only once a hedge has already been opened up.
Note any pond, ditch or water feature near the work, and ask what applies to it and to anything living in it before ground is disturbed.
Water features are usually left off a site plan entirely and are affected by run-off, spoil and changes in drainage.
8.Protection on the ground and the record you keep
Protection only works while it stays where it was put. Most of what goes wrong happens on the first day and on the day something has to get past it.
Ask what physical protection is proposed around each tree that is staying, and where it would stand relative to the spread of the canopy.
Protection placed tight against a trunk protects the bark and not the ground, which is usually the part that matters.
Agree that protection is in place before the first delivery arrives, since the damage usually happens on the first day rather than the last.
The first vehicle onto a site does more ground damage than anything that follows, because nothing has been marked out yet.
Ask who keeps the tree protection where it was put, and what is meant to happen on the occasion it is moved to get something past.
Protection is moved for one delivery and rarely put back, which is how a protected area quietly stops being one.
Photograph the protection once it is up, and again if it is moved, so the record shows what was actually there rather than what was agreed.
Photographs of protection in place tend to be the evidence that survives the project, and they take moments to capture.
Photograph each tree and planted area again when the work finishes, and raise anything that has changed while people are still available.
Changes raised while the working relationship is live are dealt with, whereas the same changes raised later rarely are.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- A plan of the property with each tree, hedge and canopy spread sketched onto it
- Dated photographs of every tree from two positions before work is arranged
- Written confirmation from the local authority about designations affecting the property
- Any permission already granted, read for wording about trees, hedges and ground works
- Notes of what a qualified arboricultural professional told you, and when
- A written record of what was agreed with a neighbour about boundary planting
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- Which trees and planting are staying, and which losses are being accepted
- Where protection stands around each tree, and who is responsible for maintaining it
- Who decides what happens if a branch is in the way of access or scaffolding
- Which ground under a canopy is not available for storage or standing vehicles
- What was agreed with a neighbour about overhanging or boundary planting
- Where any lifted planting is held, and who looks after it while it is there
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Which of these trees could be affected by the work as it is currently planned
- What should be established before any digging happens near a tree
- What happens to the ground under a canopy if material is stacked or vehicles stand on it
- Where would scaffolding stand relative to these trees and hedges
- Would any branch have to be moved to allow access, and who decides that
- What applies to nesting and wildlife before this hedge or tree is cut
- Can any of this planting be lifted and held elsewhere at the property
- Where would tree protection stand relative to the spread of each canopy
Blind spots
Commonly overlooked items
- The ground under a canopy used for storage because it looked like spare space
- A branch cut back for access before anyone asked what applied to the tree
- A neighbour's tree overhanging the work with ownership never established
- Compaction caused by vehicles standing on ground that never looked damaged
- Protection moved to get a single delivery through and never put back
- Nesting and wildlife questions raised only once a hedge is already open
- A change in ground level around a trunk that nobody thought of as work
What this checklist does not do
- This checklist helps you record and ask. It makes no statement about the health, stability or root spread of any tree at your property.
- Whether a tree carries any designation is confirmed with the relevant local authority. Never treat a tree as unprotected because nothing is visible on it.
- Digging, cutting back and changes of ground level near a tree belong with a suitably qualified arboricultural professional before anything is planned.
- What applies to nesting and wildlife varies locally and through the seasons, and is confirmed with the relevant authority before any planting is cut.
More preparation
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Inspiration
Related Ideas Library pages
Design directions to explore once the preparation is done.
Go deeper
Related Build Design Hub guides
Explanatory planning guidance behind the decisions on this page.
Site Access & Logistics Checklists
Planning the practical side of having work happen at a property — access, deliveries, waste, neighbours, protection and the record made before work starts.
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