RESTORATION MONITORING PLAN: VISIT AND ACTION CHECKLIST
Mynzo Carbon | 23 September 2026

Use this editable record with the team responsible for the site's ecology and
management. It is a planning aid, not a survey protocol, certification or
regulatory assessment. Select measurements and targets for the actual project.

BEFORE A VISIT
[ ] Confirm the ecological question and decision the visit should support.
[ ] Identify the site, treatment area and boundary version.
[ ] Make previous intervention and visit records available to the field team.
[ ] Confirm the method, sampling design, seasonal window and access arrangements.
[ ] Check who will review the evidence and who can authorise a management action.
[ ] Identify sensitive data and agree appropriate access and sharing.

INTERVENTION RECORD
Project and site:
Intervention ID:
Treatment area or plot IDs:
Boundary/map version:
Intervention type and dates:
Responsible team:
Expected response and review question:
Relevant ecological objective:
Evidence needed and method reference:
Planned revisit window and reason:

PLANTING COHORT RECORD, IF RELEVANT
Cohort ID and planting date:
Species and provenance records:
Original planting count and evidence:
Assessment scope: complete count / sample / other:
Sampling method and coverage, if applicable:
Living original individuals:
Confirmed dead original individuals:
Unassessed or unresolved individuals:
Replacement planting IDs, dates and counts:
Natural recruits recorded separately:
Unknown origin or identity:
Applicable reporting definition and calculation:

Keep original cohort survival, replacement planting and natural recruitment
distinguishable. Do not count an unassessed individual as a confirmed death.
Where sampling is used, retain the design, uncertainty and extrapolation method.

REVISIT RECORD: COPY FOR EACH VISIT
Visit ID and linked intervention ID:
Actual date and observers:
Method and any departure from the planned method:
Locations assessed and locations missed:
Reason for missed checks:
Season, weather or disturbance context:
Evidence file references and photo-point directions:
Observed response:
Data quality checks:
Interpretation and alternative explanations:
Unresolved questions or evidence needed:

DECISION AND HANDOVER
Finding reviewed by and date:
Agreed action, or reason for taking no action yet:
Person authorised to approve the action:
Action owner and due date:
Completion date and evidence:
Next review question and visit window:
Next responsible team:
Where the full record is stored:
Record version and correction history:

BEFORE REPORTING
[ ] Distinguish work completed, establishment and ecological recovery.
[ ] Show observation dates, coverage and missing checks.
[ ] Keep original cohorts, replacements and recruits distinguishable.
[ ] Distinguish observations from interpretations and modelled estimates.
[ ] Check that units, boundaries and methods support the comparison made.
[ ] Record the evidence behind any management change.
[ ] Carry unresolved findings into the next team's handover.

Guide:
https://www.mynzocarbon.com/blog/restoration-monitoring-plan

Discuss a monitoring scope:
https://www.mynzocarbon.com/get-started?interest=restoration-monitoring&source=restoration-guide