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Holistic site analysis

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Doug Crouch
Doug Crouch

Here is a sheet used for cataloguing info about a site as the analysis and assessment phase of the design process unfolds. It includes the client interview, info about the site, and about social systems. It is used in combination with the final design project of our PDC's or separately for general design work.

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Holistic Site Analysis CLIENT PROFILE Name: Address: Phone: Email: Property Size: Occupation: Amount of time available for maintaining property: Financial situation: Budget for implementation Lifestyle: Number of people living on site and ages: Vehicle preference and needs: car/truck/farm equipment/recreational equipment Special requirements: Hobbies: Allergies: How long do you plan to live at this site? CLIENT NEEDS Prioritize goals and primary concerns: Functional objectives, phase planning (list) The wish list: Water: source, drinking, irrigation, storage Lighting: paths, buildings Structures: house (type of heat), greenhouse, shop, barn, 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 Compost and nutrient cycling: Livestock: Pets: Wildlife enhancement:
Woodlot: Earth moving equipment SITE OVERVIEW 1. Plan and drawing: a. Existing site drawings, aerial photos, contour maps, legal description, land survey 2. Existing: a. Eco-systems, 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: 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 4. Location for: a. Plants, animals b. Structures: ease of access and for excavation, foundation strength, depth of bedrock, depth of water table c. Wells: depth of water, rock porosity and permeability, pollution potential d. Septic: depth of bedrock, depth of water table, drainage characteristics of soil 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/off site) a. Natural features: springs, sunken areas, woodland, minerals, timber, sand deposits in creeks, stones for building b. Edibles: native fruits and berries, fish c. Sources of biomass: on/off site d. Views: good and not so good e. Sawmill, factories, dump, plant and seed sources 7. Zoning a. Local governments b. Previous land use 8. Legal Constraints a. Restrictions on use – covenants b. Property lines c. Easements: buildings, roads, access
d. Water rights 9. Access a. Existing roads b. New roads required and potential cost: to structures, fields, other 10. Utilities a. Electricity, gas, water (well or district), telephone, sewage, internet 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, 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 (hardiness zone) c. Average rainfall: yearly and monthly d. Frost: average date, frequency, direction e. Hail: timing, frequency, direction f. Storm: timing, frequency, direction g. Micro climates h. Air drainage i. Altitude and latitude 14. Wind a. Wind access, drains, thermals, chills b. Damaging or desirable winter winds c. Cooling breezes 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 (permanence) f. Catchment – size and type g. Flood levels – 100 year flood 16. Soils and Geology a. Geology and conservation maps (government maps) b. Soil type: clay, loam, sand c. Soil tests – pH, nitrogen, phosphates, potassium, and other major and minor elements and minerals d. Drainage and absorption
e. Soil depth and organic content f. Stability of site g. Maximum depth of frost h. 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, lava flows, cyclones (timing and direction) 19. Vegetation a. Identification of existing plants and their vigor (Note location, guilds, species, height, width, noxious, poisonous, etc. b. Forests – type, age, condition, value c. Density d. Exotic species present e. Plants to be cultivated: vegetables, fruits, berries, nuts, natives, exotics, medicinals, woodlot 20. Animals a. Domestic: primary use, food, manure, grazing b. Water fowl and native birds – nests and droppings c. Aquaculture d. Native animals of concern (bear, snakes, foxes, etc.) SOCIAL SYSTEMS 21. Organizational Structure a. What is the present hierarchy? b. What is the current decision making process? c. What binding community agreements are present? d. What communication channels are being employed? e. What financial and legal structures or agreements are committed to? 22. Organizational Behavior a. What is the overall company culture? b. Are there reward systems in place? c. How are employees motivated currently? d. What ethical basis is currently in place? e. How is employee stress being lessened? f. What employee outlets are there for expressing creativity? g. How are teams managed? h. What internal communication techniques are being used? i. How is power being wielded currently? j. What strategies are being used for conflict reduction and management? k. How do individuals express leadership? l. What artifacts currently represent the company culture?
m. How is organizational change handled? 23. Management a. What planning process is currently used? b. What mission and/or vision statements are in place c. What yearly goals are articulated? d. What business plans or enterprise budgets are available? e. What does a SWOT analysis look like for the project? f. How is Human Resources Management currently conducted? g. How is employee fear and resistance handled? h. What values, attitudes, and behavior are sought after in employees? i. How is monitoring done to track progress or efficiency?

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Holistic site analysis

  • 1. Holistic Site Analysis CLIENT PROFILE Name: Address: Phone: Email: Property Size: Occupation: Amount of time available for maintaining property: Financial situation: Budget for implementation Lifestyle: Number of people living on site and ages: Vehicle preference and needs: car/truck/farm equipment/recreational equipment Special requirements: Hobbies: Allergies: How long do you plan to live at this site? CLIENT NEEDS Prioritize goals and primary concerns: Functional objectives, phase planning (list) The wish list: Water: source, drinking, irrigation, storage Lighting: paths, buildings Structures: house (type of heat), greenhouse, shop, barn, 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 Compost and nutrient cycling: Livestock: Pets: Wildlife enhancement:
  • 2. Woodlot: Earth moving equipment SITE OVERVIEW 1. Plan and drawing: a. Existing site drawings, aerial photos, contour maps, legal description, land survey 2. Existing: a. Eco-systems, 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: 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 4. Location for: a. Plants, animals b. Structures: ease of access and for excavation, foundation strength, depth of bedrock, depth of water table c. Wells: depth of water, rock porosity and permeability, pollution potential d. Septic: depth of bedrock, depth of water table, drainage characteristics of soil 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/off site) a. Natural features: springs, sunken areas, woodland, minerals, timber, sand deposits in creeks, stones for building b. Edibles: native fruits and berries, fish c. Sources of biomass: on/off site d. Views: good and not so good e. Sawmill, factories, dump, plant and seed sources 7. Zoning a. Local governments b. Previous land use 8. Legal Constraints a. Restrictions on use – covenants b. Property lines c. Easements: buildings, roads, access
  • 3. d. Water rights 9. Access a. Existing roads b. New roads required and potential cost: to structures, fields, other 10. Utilities a. Electricity, gas, water (well or district), telephone, sewage, internet 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, 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 (hardiness zone) c. Average rainfall: yearly and monthly d. Frost: average date, frequency, direction e. Hail: timing, frequency, direction f. Storm: timing, frequency, direction g. Micro climates h. Air drainage i. Altitude and latitude 14. Wind a. Wind access, drains, thermals, chills b. Damaging or desirable winter winds c. Cooling breezes 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 (permanence) f. Catchment – size and type g. Flood levels – 100 year flood 16. Soils and Geology a. Geology and conservation maps (government maps) b. Soil type: clay, loam, sand c. Soil tests – pH, nitrogen, phosphates, potassium, and other major and minor elements and minerals d. Drainage and absorption
  • 4. e. Soil depth and organic content f. Stability of site g. Maximum depth of frost h. 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, lava flows, cyclones (timing and direction) 19. Vegetation a. Identification of existing plants and their vigor (Note location, guilds, species, height, width, noxious, poisonous, etc. b. Forests – type, age, condition, value c. Density d. Exotic species present e. Plants to be cultivated: vegetables, fruits, berries, nuts, natives, exotics, medicinals, woodlot 20. Animals a. Domestic: primary use, food, manure, grazing b. Water fowl and native birds – nests and droppings c. Aquaculture d. Native animals of concern (bear, snakes, foxes, etc.) SOCIAL SYSTEMS 21. Organizational Structure a. What is the present hierarchy? b. What is the current decision making process? c. What binding community agreements are present? d. What communication channels are being employed? e. What financial and legal structures or agreements are committed to? 22. Organizational Behavior a. What is the overall company culture? b. Are there reward systems in place? c. How are employees motivated currently? d. What ethical basis is currently in place? e. How is employee stress being lessened? f. What employee outlets are there for expressing creativity? g. How are teams managed? h. What internal communication techniques are being used? i. How is power being wielded currently? j. What strategies are being used for conflict reduction and management? k. How do individuals express leadership? l. What artifacts currently represent the company culture?
  • 5. m. How is organizational change handled? 23. Management a. What planning process is currently used? b. What mission and/or vision statements are in place c. What yearly goals are articulated? d. What business plans or enterprise budgets are available? e. What does a SWOT analysis look like for the project? f. How is Human Resources Management currently conducted? g. How is employee fear and resistance handled? h. What values, attitudes, and behavior are sought after in employees? i. How is monitoring done to track progress or efficiency?