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Tree survey template

A tree condition and risk survey for schools, councils, estates and housing sites. Record each tree with its tag, species, height, stem diameter and crown spread, age, condition, defects, what it could hit, the risk, the recommended work and how soon. The form checks for Tree Preservation Orders and conservation areas before any work, and counts high risk trees and trees to fell. Every question is listed below, and you can fill the live form in on this page.

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What should a tree survey record?

A tree survey should record each tree's number, species, location, height, stem diameter at 1.5 m, crown spread and age class, its condition, defects such as deadwood, decay, fungi, cracks, weak forks, root damage or lean, what it could hit if it failed, the risk, the recommended work and its urgency, with photos. It should also note any Tree Preservation Orders and whether the site is in a conservation area.

Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against GOV.UK: tree preservation orders and trees in conservation areas, section 2 of the Occupiers' Liability Act 1957, Arboricultural Association: managing your trees and BSI: BS 5837:2012 trees in relation to design, demolition and construction.

Built for surveying trees on site

The tree survey runs on a phone at the base of each tree. Measure the height from a photo, pin the tree's position, photograph each defect, and let the form count the high risk trees and the trees to fell as you go.

Measure from photo on a phone: an oak marked with a green line from base to top and an amber line on a surveyor, giving about 7.35 m

Measure the height from a photo

Photograph the tree with a person beside it, tap their head and feet, then the base and top of the tree. The height goes into the answer and the marked-up photo stays with it for the report.

How measuring from a photo works →
A tree's position filled in by GPS with coordinates, an OS grid reference and its accuracy, with a View on map link

Pin each tree's position

Mark current location fills the tree's position with GPS coordinates and an OS grid reference, so the next surveyor, or the tree surgeon, finds the same tree.

How GPS location works →
Tree survey on a phone showing three trees and the worked-out counts: high risk trees 1, trees to fell 1

Risk counted for you

Group trees by area of the site. Each area counts its high risk trees and trees to fell, the whole survey totals them, and a high risk answer shows a reminder to restrict access below the tree.

How calculated fields work →
Bracket fungus fruiting bodies at the base of a horse chestnut, with conkers and fallen leaves

A photo of every defect

Each tree takes its own photos and videos: fungal brackets at the base, a crack in the stem, deadwood in the crown. They sit with that tree in the report, not in a separate folder.

A completed tree survey

Three trees at a fictional primary school, each measured from a photo, with the defects photographed and the work and urgency set. Open it as a filled-in form, or switch to a blank copy and try it yourself.

Horse chestnut by the playground gate, measured from a photo at about 8.41 m against a surveyor 1.83 m tall
T1 horse chestnut · 8.41 m · high risk, further investigation within a month
English oak on the playing field, measured from a photo at about 7.32 m against a surveyor 1.83 m tall
T2 English oak · 7.32 m · good condition, no work
Dead ash at the edge of the car park, measured from a photo at about 9.27 m against a surveyor 1.83 m tall
T3 dead ash · 9.27 m · high risk, fell immediately

Try the tree survey form live

Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.

Live form: Tree Condition SurveyOpen full screen ↗
See a filled-in example

Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.

Want to see one filled in? See a completed tree survey report (PDF), made by SiteSurvey from a fictional site visit.

Walk Cam route · four guided clips

Record the tree survey on video

Film tree identity, crown context, trunk and ground around the base from a safe position.

Record the tree ID, site and ground conditions. From a safe position, show the whole tree before accessible crown, trunk and root-zone context. Do not stand under a suspected unstable branch or enter an unsafe area. Escalate concerns for competent arboricultural assessment.

See the footage in a report

A fictional six-page example with the four points, twelve stills from the clips, observations, follow-up actions and the limits of a visual record.

View the visual evidence (PDF) ↗ · Download the full sample report

Visual evidence page from the tree damage visual inspection sample report, with footage stills and observations

Phone video cannot establish structural stability, decay extent, species-specific risk, hidden roots or treatment needs. It is a dated visual record, not a formal tree safety inspection. Example footage was generated in Google Flow and the observations are scripted; no real site is shown. Walk Cam works inside any form in the app. How Walk Cam works · All visual inspections

Every question in the tree survey template

A tree condition survey: every tree with its tag, species, size, condition, defects, the people or property it could hit, risk, recommended work and urgency, plus TPO and conservation area checks. 3 sections and 42 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.

Make it your own: every question is editable

This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.

Details you only enter once

Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.

  • Project: the project name
  • Client: the project's customer
  • Site: the site, when the form is opened for a space or a product
  • Site address: the site address, from the space or the project

Site

  • ProjectShort answer
    Fills in from the project name
  • ClientShort answer
    Fills in from the project's customer
  • Site*Short answer
    Fills in from the site, when the form is opened for a space or a product
  • Site addressShort answer
    Fills in from the site address, from the space or the project
  • Survey date*Date
  • TimeTime
  • Surveyor and qualification*Short answer
  • Weather captureAnswer

    Record estimated current conditions for this visit. Keep your observations, visibility and local site conditions in the existing field below.

  • Weather and visibilityShort answer
  • Are any trees covered by a Tree Preservation Order?Yes or No
  • Is the site in a conservation area?Yes or No
  • CheckWork on a tree covered by a Tree Preservation Order needs the local planning authority's written consent first, unless an exception applies. Even for a dead tree, give 5 working days' written notice unless the work is urgent to remove an immediate risk of serious harm.
    Shown when “Are any trees covered by a Tree Preservation Order?” is Yes
  • CheckFor trees in a conservation area that have no Order, give the local planning authority a section 211 notice 6 weeks before most work, unless an exception applies. Work on a dead tree needs 5 days' notice instead; urgent work to remove an immediate risk of serious harm needs written notice as soon as practicable.
    Shown when “Is the site in a conservation area?” is Yes
  • GuidanceOwners and occupiers owe a duty of care to visitors under the Occupiers' Liability Act 1957 and to others, including trespassers, under the Occupiers' Liability Act 1984. The National Tree Safety Group guidance Common sense risk management of trees (Forestry Commission, 2011) explains a proportionate approach: inspect by a competent person at intervals that suit the tree and how busy the area is, record what was found and act on it.
  • Walk Cam: tree survey walkWalk Cam video with voice-to-text

    Optional. Film a guided walk-through on the SiteSurvey app.

Trees

  • Areas of the site
    Repeat for each entry. Each one asks:
    • Area of the site*Short answer

      For example Front garden, North boundary or Car park

    • Trees in this area
      Repeat for each tree. Each one asks:
      • Tree number*Short answer
      • Scan the tree tagScan a label: tag number

        Optional. Scan the label or tag to capture its numbers.

      • Species*Short answer
      • Position or grid referenceShort answer

        Tap Mark current location at the base of the tree so it can be found again.

      • Height (m)Number

        Measuring from a photo gives an estimate.

      • Stem diameter at 1.5 m (mm)Number
      • Crown spread (m)Number

        Measuring from a photo gives an estimate.

      • Age classChoose one
        • Young
        • Semi-mature
        • Mature
        • Over-mature
        • Veteran
      • Condition*Choose one
        • Good
        • Fair
        • Poor
        • Dead
      • DefectsTick all that apply
        • Deadwood
        • Cavity or decay
        • Fungal fruiting bodies
        • Cracks or splits
        • Weak fork or included bark
        • Root damage or lifting
        • Significant lean
        • Hanging or broken branch
        • Ivy hiding the stem
        • None seen
      • What could it hit?Choose one
        • High use: road, path, play area or building
        • Medium use
        • Low use
      • Risk*Choose one
        • Low
        • Medium
        • High
      • WarningHigh risk. Consider restricting access below the tree until the work is done.
        Shown when “Risk” is “High”
      • Recommended work*Choose one
        • No work
        • Monitor
        • Remove deadwood
        • Crown reduction
        • Crown lift
        • Fell
        • Further investigation
      • UrgencyChoose one
        • Immediately
        • Within 1 month
        • Within 6 months
        • Within 12 months
        • At the next survey
      • PhotosPhotos
    • This area: high risk treesWorked out by the form
    • This area: trees to fellWorked out by the form
  • High risk treesWorked out by the form
  • Trees to fellWorked out by the form
  • Next survey dueDate

Actions and sign-off

  • Are further actions needed?Yes or No
  • Further actions
    Repeat for each action. Each one asks:
    Shown when “Are further actions needed?” is Yes
    • What needs doing?*Notes
    • PriorityChoose one
      • Urgent
      • High
      • Medium
      • Low
    • Who will do it?Short answer
    • Due dateDate
    • StatusChoose one
      • Open
      • In progress
      • Completed
  • Inspector name*Short answer
  • Position or companyShort answer
  • Inspector signatureSignature
  • CheckSigning records what was found on the day. It does not make unsafe equipment safe or replace a thorough examination, design check or service by a competent person.

See it filled in

A completed tree survey report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.

See completed form (PDF) ↗

Tree survey FAQs

Do I need permission to work on a tree?

Work on a tree covered by a Tree Preservation Order needs the local planning authority's written consent first, unless an exception applies. For trees in a conservation area that have no Order, give the authority a section 211 notice 6 weeks before most work. A dead tree needs 5 days' notice instead, unless the work is urgent to remove an immediate risk of serious harm. The form asks about both and shows a reminder.

How is the risk judged?

By the tree's condition and defects and what it could hit: a high use area such as a road, path, play area or building is a bigger concern than a quiet corner. The Arboricultural Association says trees close to people or property should be assessed by a competent arboricultural consultant. The form records the target, the risk and the urgency, and warns on a high risk tree.

Can I tag and track each tree?

Yes. Each tree can scan its tag, so the next survey finds the same tree and its history. The form records the date of the next survey.

What defects does it cover?

Deadwood, cavities or decay, fungal fruiting bodies, cracks or splits, weak forks or included bark, root damage or lifting, significant lean, hanging or broken branches, and ivy hiding the stem.

Is this a BS 5837 survey for planning?

No. This is a condition and risk survey of existing trees. BS 5837 gives recommendations for trees in relation to design, demolition and construction, so it is the standard for surveys around building work.

Who uses this?

Arborists and tree surgeons, school and estates managers, council tree officers, housing associations and grounds maintenance contractors. Under the Occupiers' Liability Act 1957, occupiers owe visitors a common duty of care to take reasonable care that they are reasonably safe.

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