Walk through a practical, step-by-step permaculture site-analysis checklist that helps you read land, map water flow, test soils, and plan productive zones. Whether you’re starting a small garden or redesigning a whole property, this guide breaks complex ideas into clear actions you can do with maps, simple tools & a little observation.
Table Of Contents
- Site goals and context
- Mapping and data collection
- Checklists & PDF template
- Implementation planning and monitoring
- Tools, resources & further reading
- Conclusion
- Related Posts
- Frequently Asked Questions (FAQs)
Key Takeaways
- Site analysis starts with mapping water flow, contours, sun, wind, soils and plants — most design choices come from this
- Make a simple base map, take soil tests, note microclimates and photos, mark GPS points for follow-up.
- Prioritize quick wins: fix water on the land first, build soil next, then plant guilds and food forests
- Our expertise: Permaculture Assistant helps you design resilient gardens with field-tested guides, interactive tools, a glossary and quizzes — covers food forests, water, soil and guilds
- Turn your notes into a small PDF checklist for the field, add simple timelines, costs and a monitoring log; review each season
Site goals and context
Purpose and scale
- State the primary purpose of the site (food forest, market garden, water catchment demonstration, wildlife corridor).
- Define scale: total hectares or square meters, usable area, slopeable area.
- List primary outputs you want: vegetables, fruit, timber, fodder, water storage, education use.
Legal and zoning constraints
- Note easements, setbacks, floodplain rules, protected trees, irrigation rights.
- Record local building codes that affect hardscaping and earthworks.
- Check local council maps and take screenshots.
- File scanned PDFs of permits with the checklist.
Climate zone, desired yields and social needs
- Record climate classification (Köppen or local).
- Note frost dates, rainfall averages, growing season length.
- Include social needs: how many people served, educational programming, community access.
Quick wins and long-term goals
- Quick wins: mulching, composting, rain barrels, raised beds, basic fencing.
- Long-term: swales, ponds, orchard establishment, access road changes, soil rebuilding projects.
Mapping and data collection
Base map and property info
- Create or obtain a base map with property lines, north arrow and scale.
- Include owner, address, coordinates, parcel ID.
Contour and slope
- Determine slope direction and gradient; contour lines guide water movement and swale placement.
Hydrology (drainage, floodlines)
- Map all water: gutters, downpipes, drainage paths, seasonal streams, standing water, floodlines.
- Note existing hard surfaces and infiltration zones.
- After rain, walk the site and mark where water gathers and how long it sits.
- Identify high-energy runoff paths and potential pond sites.
Soil tests and texture
- Collect representative samples by horizon (top 0–15 cm, subsoil 15–30 cm).
- Run simple in-field tests: ribbon test for texture, jar test for infiltration and settling, pH strips for acidity.
- Soil texture, color, organic matter estimate, compaction, presence of rock.
- Keep lab results (NPK, organic matter, contaminants) scanned into the PDF.
Microclimates, wind and sun paths
- Map shade patterns, reflected heat from structures, cold pockets and warm spots.
- Record dominant winds (seasonal) and severe wind events.
Vegetation and access routes
- Inventory existing trees, shrubs, pasture, weeds and invasive species.
- Note vehicle routes, gates, and informal footpaths.
- Photograph key species and tag on map.
- Do a plant walk with a clipboard: list species, health, spacing, and potential use (food, nitrogen fixer, timber).
- Use simple codes (T=tree, S=shrub, G=groundcover).
Use aerials (Google Earth) and local maps
- Use aerial layers for context: nearby water bodies, roads, neighboring land use.
- Export overlays and add them to your base map.
Checklists & PDF template
What to include on a permaculture site analysis checklist pdf
Essential contents:- Property header: name, address, owner, coordinates, date of survey.
- Zone map and sector map (wind, sun, fire, pests).
- Base map with contours, water lines and access.
- Soil lab results and field texture notes.
- Photos with captions and point reference.
- Vegetation inventory and invasive species list.
- Action priorities: immediate, seasonal, long term.
- Recommended interventions (swales, terraces, ponds, plant guilds).
- Materials list, estimated costs and labor.
- Monitoring log templates and a revision history.
Suggested page order for the PDF: 1. Cover page: site name, photo, date. 2. Quick summary and goals page. 3. Map suite: base map, contour map, sector map. 4. Soils and hydrology. 5. Vegetation and access. 6. Actions and timelines. 7. Appendices: lab reports, permits, photos.
How to assemble in Google Docs or Canva and export to PDF
Google Docs (simple, repeatable): 1. Create a new Doc with page size set to A4 or Letter. 2. Insert the cover photo and add a header with property info. 3. Use tables to align text and images; import maps as images. 4. Paste lab report snippets and append full PDFs as links. 5. Export: File > Download > PDF Document (.pdf).Canva (visual, templated): 1. Start a new document, choose A4/Letter. 2. Use a two-column layout for maps and notes. 3. Upload aerials, maps and photos; drag and drop. 4. Use consistent fonts and color palette for clarity. 5. Download > PDF Print (for highest quality) or standard PDF.
Step-by-step tips:
- Keep each map on its own page with north arrow and scale.
- Label photos with location and camera heading.
- Use captions, not long paragraphs; readers scan the checklist.
Checklist example (quick copy into your template):
- Property header complete — yes/no
- Base map present — yes/no
- Contours drawn — yes/no
- Soil samples labeled — yes/no
- Photos included — yes/no
- Action list prioritized — yes/no
- PDF exported with revision date — yes/no
Implementation planning and monitoring
Prioritise interventions
- Rank actions by risk reduction, cost, time to benefit, and maintenance load.
- Assign 1–5 for impact, 1–5 for cost, 1–5 for maintenance. Priority = high impact, low cost, low maintenance.
- Quick wins get a separate color tag on the action list.
Timeline, materials list and cost estimates
- Create a Gantt-style timeline by season and year.
- For each intervention list:
Monitoring logs & update checklist after each season
- Use simple logs:
- Schedule seasonal reviews: spring, midsummer, autumn, winter.
- Update the PDF: change status flags, append new photos, add lessons learned.
Monitoring template (example fields):
- Date | Observer | Location | Action | Outcome | Notes | Next review
- Make one table per major zone.
Tools, resources & further reading
Mapping and soil data
- Google Earth for aerials and overlays (export KML to trace boundaries).
- Desktop GIS (QGIS) for more exact contouring and layering (steeper learning curve).
- Local soil surveys and lab services for nutrient and contaminant info.
- Useful external sites (refer to them directly):
Permaculture theory and examples
- Use design principles and guild ideas from permaculture guides and case studies.
- For local techniques and practical guides check garden-focused posts such as Permaculture Gardening and broader design notes at Permaculture Design. For applied yield-focused techniques see Permaculture Gardening: Sustainable Techniques for Abundant Yields.
Comparative table: mapping tools at a glance
| Tool | Best for | Ease of use | Export options | |---|---:|---:|---| | Google Earth | Quick aerials, screenshots, KML export | Easy | KML, images (PNG) | | QGIS | Layered analysis, contours, precise maps | Moderate to steep | Shapefiles, GeoTIFF, PDF | | Mobile clinometer apps | Quick slope measures in field | Very easy | Value notes, screenshots |
Helpful templates and formats to include in your PDF:
- One-page site summary (A4)
- Zone map (full page)
- Soil sample log (table)
- Action priority matrix (color-coded)
- Seasonal monitoring checklist
Practical tips for a usable PDF:
- Make the first two pages a quick-action summary for contractors or volunteers.
- Keep maps simple; avoid cluttering with too many symbols.
- Use high-contrast colors for sector diagrams (wind, sun, fire).
- Version control: add a revision date and version number on each export.
References and further links (not linked in the PDF)
- Permaculture Research Institute — practical guides and examples.
- USDA NRCS Web Soil Survey — soil mapping and reports.
- FAO Soils Portal — global soil resources.
- Google Earth — aerial imagery and export tools.
- Canva and Google Docs — for assembling and exporting the final checklist PDF.
Conclusion
A quick recap: use the site-analysis checklist to map contours, record soils, water flow, sun and winds, take photos & make a base map. Key points: prioritize soil and water, keep clear notes, make a simple PDF. For next steps, do a soil test, make a map, review seasonally — and use Permaculture Assistant to design resilient gardens with field-tested guides, interactive tools, a glossary and quizzesfood forests, water, soil, and guilds.
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