checklist site survey management

Preparation Phase

  • Determine the purpose of the survey.
  • Identify specific questions to be answered.
  • Outline the geographic area for the survey.
  • Specify the data collection methods to be used.
  • Establish criteria for success or completion.
  • List all individuals involved in the survey.
  • Identify roles and responsibilities for each member.
  • Ensure stakeholders understand their contributions.
  • Communicate the importance of their participation.
  • Schedule a kickoff meeting to align expectations.
  • Break down the survey into phases.
  • Estimate the duration for each phase.
  • Set deadlines for key milestones.
  • Include buffer time for unexpected delays.
  • Share the timeline with all team members.
  • Identify required permits for the survey area.
  • Contact relevant agencies for application processes.
  • Prepare necessary documentation for submissions.
  • Follow up on the status of applications.
  • Secure all approvals before commencing the survey.
  • List all potential costs associated with the survey.
  • Include personnel, equipment, and materials costs.
  • Estimate travel and site access expenses.
  • Allocate funds for contingencies.
  • Review the budget with stakeholders for approval.

Site Assessment

Equipment and Resources

Survey Execution

Post-Survey Activities

Follow-Up Actions