Components of a Good Components of a Good Management PlanManagement Plan

Mike Haasken, ODF,Mike Haasken, ODF,Tree School, March, 2012Tree School, March, 2012Template by Nicole StrongTemplate by Nicole StrongOSU Extension ForestryOSU Extension Forestry

MapsMaps

AssessmentsAssessments

Action PlansAction Plans

ObjectivesObjectives

GoalsGoals

Pictures

Benefits of a Stewardship PlanBenefits of a Stewardship Plan

Communication ToolCommunication Tool

Financial Incentives ProgramsFinancial Incentives Programs

Tax BenefitsTax Benefits

Document Management HistoryDocument Management History

Certification Programs (Tree Certification Programs (Tree Farm, SFI, FSC)Farm, SFI, FSC)

Components of a PlanComponents of a Plan

Goals vs. ObjectivesGoals vs. Objectives

Articulating Goals & ObjectivesArticulating Goals & Objectives

MappingMapping

Resource InventoryResource Inventory

Writing Action PlansWriting Action Plans

Pictures & Technical InformationPictures & Technical Information

Forest Stewardship PlanForest Stewardship Plan

What’s a goal?What’s a goal?

Statement of intent; Big pictureStatement of intent; Big picture

Very broad & generalVery broad & general

Goals?Goals?

GoalsGoals

Grow trees and produce incomeGrow trees and produce income

Enhance wildlife habitatEnhance wildlife habitat

Improve woodland roadsImprove woodland roads

Protect soil and water resourcesProtect soil and water resources

Improve Forest HealthImprove Forest Health

Maintain recreation opportunitiesMaintain recreation opportunities

Get family involved on propertyGet family involved on property

Pass property intact to next generationPass property intact to next generation

What’s an objective?What’s an objective?

Statement of intent to accomplish goalsStatement of intent to accomplish goals

SpecificSpecific

Defines Defines What?What? When?When? Where?Where? How much?How much?

ExampleExample

Objectives?Objectives?

Example ObjectivesExample Objectives

Produce Produce $10,000$10,000 in after-tax income each in after-tax income each year for the next year for the next 5 years5 years

Develop Develop 10 acres of black tail deer10 acres of black tail deer browse browse habitat within habitat within 7 years7 years

Rock roadsRock roads throughout property throughout property within 15 within 15 yearsyears

Convert Convert 30 acre pasture to mixed conifer30 acre pasture to mixed conifer stand stand in 5 yearsin 5 years

Inventory/MeasurementInventory/MeasurementForest/Timber ResourceForest/Timber Resource

Intensity varies from low (aerial photo interp.) to high (many plots, systematic sampling. Ideal is a few plots in each stand

• Stand identifier

• Acreage

• Vegetation type, tree species

• Site productivity, stand density

• Age

• Elevation, Seed zone

• Aspect, topography

• Tree/Stand condition

• Note wildlife habitat, roads, water, archeological, cultural and recreation resources

Forest Stewardship Plan ChecklistForest Stewardship Plan Checklist

Cover PageCover Page

Introduction/Property HistoryIntroduction/Property History

Landowner Goals &ObjectivesLandowner Goals &Objectives

Maps/Woodland DescriptionMaps/Woodland Description

Forest Vegetation/TimberForest Vegetation/Timber

Fish/Wildlife HabitatFish/Wildlife Habitat

SoilsSoils

Roads and AccessRoads and Access

Water ResourcesWater Resources

Forest HealthForest Health

Integrated Pest ManagementIntegrated Pest Management

Fire PlanFire Plan

Agroforestry/RangeAgroforestry/Range

Invasive SpeciesInvasive Species

High Conservation Value High Conservation Value Forests & Rare SpeciesForests & Rare Species

Special Sites: Special Sites: Archeological/Cultural, etc.Archeological/Cultural, etc.

RecreationRecreation

Aesthetic/ScenicAesthetic/Scenic

Threatened/Endangered Threatened/Endangered SpeciesSpecies

Forest Practice RulesForest Practice Rules

Assistance AvailableAssistance Available

Tax/Business ManagementTax/Business Management

Recommendations/PrioritiesRecommendations/Priorities

Signature PageSignature Page

After you have…After you have…

Developed your mapsDeveloped your maps

Inventoried your resourcesInventoried your resources

Summarized your inventory dataSummarized your inventory data

…it’s time to identify opportunitiesopportunities, actionsactions, and constraintsconstraints

Matching Goals and Objectives Matching Goals and Objectives with Needs and Opportunitieswith Needs and Opportunities

Need/Opportunity Thinned and Pruned

ConditionsConditions

ProblemsProblems Invasive PlantsInvasive Plants 100% crown cover100% crown cover Small crown ratiosSmall crown ratios Extensive deer browseExtensive deer browse Slumping roadSlumping road Blocked fish passageBlocked fish passage Fence downFence down

OpportunitiesOpportunities Escaped Christmas Escaped Christmas

treestrees Stand ready to harvestStand ready to harvest Hunting area identifiedHunting area identified Good spring locatedGood spring located Edible mushroomsEdible mushrooms Floral greeneryFloral greenery Vacant fieldVacant field

Identifying ConditionsIdentifying Conditions

Work from your unit Work from your unit summaries and plot summaries and plot notesnotes

Make a list for each unitMake a list for each unit

Remember to check Remember to check management goals and management goals and objectivesobjectives

Upland Unit Summary

Unit Name: Date Inventoried: Inventoried By: Number of Plots in Unit: Plot Size (acres): Unit Acreage: Stand Age: Slope Range: Primary Slope: Primary Aspect: Forest Structure Type: Tree Crown Cover: Seedings & Saplings Summary

Seedlings (.5’ to 4.5’ height) Saplings (4.5’ height to 6.5” DBH)

Species Good per

Acre Poor per

Acre Total per

Acre Good per

Acre Poor per

Acre Total per

Acre

Combined

Timber Summary

Trees per Acre

Scribner Volume (____ foot logs) per

Acre Cubic Volume

per Acre Basal Area per

Acre

Species Good Poor Total Ave. DBH At Inv. 5 Years At Inv. 5 Years

At Inv.

5 Years

Combined

Management ActionsManagement Actions

What you need to do to fix a problem or take What you need to do to fix a problem or take advantage of an opportunityadvantage of an opportunity

Thin a standThin a stand Conduct a salvage/sanitation harvestConduct a salvage/sanitation harvest Harvest mushrooms or floral greeneryHarvest mushrooms or floral greenery Repair/improve a road segmentRepair/improve a road segment Replace a stream crossing culvertReplace a stream crossing culvert Control unwanted vegetationControl unwanted vegetation Engage family/friends by having camping Engage family/friends by having camping

weekendsweekends

Identifying ActionsIdentifying ActionsDevelop Action PlanDevelop Action Plan

Make a list for each unit/objectiveMake a list for each unit/objective

Consider your optionsConsider your options

Get help if neededGet help if needed Extension Forestry AgentExtension Forestry Agent Master Woodland ManagerMaster Woodland Manager ODF Stewardship ForesterODF Stewardship Forester Forestry ConsultantForestry Consultant

ConstraintsConstraints

Things that will limit your ability to take Things that will limit your ability to take actionaction

Lack of moneyLack of money Lack of timeLack of time Lack of expertiseLack of expertise Poor healthPoor health Laws/rulesLaws/rules

ExistingCondition

Goals andObjectives

EcosystemCapability

What is Possible?

What is AllowedAnd What can I do?

What do you Want?

What do you Have?

Factors that Determine your Management Options

ConstraintsRegulatory &

Personal

Range of AcceptabilityRange of Acceptability

ExistingCondition

Goals andObjectives

EcosystemCapability

RegulatoryConstraints

Management

Optio

ns

PrioritizePrioritize

Identify the most critical action items for Identify the most critical action items for each stand/uniteach stand/unit

Create a prioritized action list for the Create a prioritized action list for the property as a wholeproperty as a whole

Develop a TimelineDevelop a Timeline

Determine Determine when each when each item item should be should be completed.completed.

PriorityPriority Action ItemAction Item

ActionAction

DateDate

11 Repair main RoadRepair main Road Nov 2006Nov 2006

22Control Control ScotchbroomScotchbroom May 2008May 2008

33 Thin Unit BThin Unit B Sept 2006Sept 2006

44 Harvest Unit CHarvest Unit C Sept 2007Sept 2007

Assign ResponsibilityAssign Responsibility

PriorityPriority Action ItemAction ItemAction Action DateDate

Work to be done Work to be done by…by…

11Repair main Repair main RoadRoad Nov 2006Nov 2006 Self – hand toolsSelf – hand tools

22Control Control ScotchbroomScotchbroom May 2008May 2008

Self – borrow backpack Self – borrow backpack sprayer from Service sprayer from Service ForesterForester

33 Thin Unit BThin Unit B Sept 2006Sept 2006 Contract w/ loggerContract w/ logger

44 Harvest Unit CHarvest Unit C Sept 2006Sept 2006 Contract w/ loggerContract w/ logger

Final ResultFinal Result

Contented Contented LandownerLandownerTree Farm or Tree Farm or other other CertificationCertificationForest Forest StewardshipStewardshipFuture ForestsFuture Forests