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12.1 Site assessment and client interview techniques

3 min readaugust 7, 2024

and client interviews are crucial steps in permaculture design. They involve thoroughly documenting existing conditions, analyzing , soil, and , and evaluating and vegetation. This information forms the foundation for creating effective, site-specific designs.

Understanding , constraints, lifestyle, and preferences is equally important. By aligning the design with the client's vision, budget, and personal needs, permaculture designers can create sustainable systems that are both functional and enjoyable for the people who will use them.

Site Assessment

Conducting a Thorough Site Survey

Top images from around the web for Conducting a Thorough Site Survey
Top images from around the web for Conducting a Thorough Site Survey
  • A involves visiting the property and thoroughly documenting the existing conditions
  • Includes taking detailed notes, measurements, and photographs of the site
  • Assesses the current state of the land, including any existing structures, infrastructure, and natural features
  • Identifies potential opportunities and challenges for implementing permaculture design principles

Analyzing Topography, Soil, and Microclimate

  • Topography refers to the shape and features of the land surface, such as elevation, slope, and aspect (direction the slope faces)
    • Topography influences water flow, solar exposure, and microclimate
    • Contour maps can be used to understand the site's topography and design appropriate water management systems (swales, terraces)
  • involves assessing the physical, chemical, and biological properties of the soil
    • (sand, silt, clay), structure, and depth affect water retention, drainage, and plant growth
    • , nutrient levels, and organic matter content can be tested using soil test kits or laboratory analysis
    • , including beneficial microorganisms and soil life, plays a crucial role in soil health and fertility
  • Microclimate refers to the local atmospheric conditions within a small area, which can differ from the surrounding regional climate
    • Factors influencing microclimate include topography, vegetation, water bodies, and structures
    • Microclimates can create unique growing conditions and opportunities for extending growing seasons (cold air drainage, sun traps)

Evaluating Water Resources and Existing Vegetation

  • Water resources assessment involves identifying and mapping all water sources on the site
    • Includes surface water (streams, ponds, springs), groundwater (wells), and rainwater harvesting potential
    • Evaluates , quantity, and reliability to determine appropriate water management strategies
    • Considers the site's water rights and any legal restrictions on water use
  • assessment involves identifying and mapping the plant species currently growing on the site
    • Determines the health, age, and distribution of trees, shrubs, and herbaceous plants
    • Identifies any rare, endangered, or invasive species that may require special management
    • Assesses the potential for integrating existing vegetation into the permaculture design (food forests, wildlife habitat)

Client Interview

Understanding Client Goals and Constraints

  • Client goals involve discussing the client's vision, objectives, and desired outcomes for the permaculture project
    • Goals may include food production, energy efficiency, water conservation, habitat restoration, or community engagement
    • Prioritizing goals helps guide the design process and ensure the final design aligns with the client's expectations
  • determine the financial resources available for implementing the permaculture design
    • Includes upfront costs for materials, labor, and equipment, as well as ongoing maintenance and operating costs
    • Identifying budget limitations helps scale the design and prioritize interventions based on their cost-effectiveness
  • considers the client's desired timeline for implementing the permaculture design
    • Involves establishing short-term, medium-term, and long-term goals and phases for the project
    • Ensures that the design can be realistically implemented and maintained given the available time and resources

Considering Lifestyle and Personal Preferences

  • involve understanding the client's daily routines, hobbies, and interests
    • Includes factors such as the amount of time and effort the client is willing to dedicate to maintaining the permaculture system
    • Considers the client's dietary preferences, cooking habits, and desired level of self-sufficiency in food production
    • Incorporates the client's aesthetic preferences and desired level of landscape complexity and diversity
  • also include the client's comfort level with various permaculture techniques and technologies
    • Some clients may prefer low-tech, hands-on approaches (sheet mulching, companion planting), while others may be open to more innovative solutions (aquaponics, keyline design)
    • Understanding the client's preferences helps tailor the design to their specific needs and ensures their long-term engagement and satisfaction with the project
© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.


© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.

© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.
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