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SUMMER INSPECTOR PROGRAM
Social Pressure for Better Tree Health

Friends of Trees
Portland, OR
Why social pressure for
better tree health?

We feel that a neighbor is more likely to
convince someone to care for their tree than we
(or the city, or anyone else) are.
ABOUT FRIENDS OF TREES
Mission Statement

To bring people in the Portland-Vancouver and
Eugene-Springfield metro areas together to
plant and care for city trees and green spaces.
Vancouver

Began 24 years ago. Non-profit that uses planting trees as a
tool to build community.
Planting Programs Overview

• Neighborhood Trees
(street & yard trees):
- 7 staff members
- About 1,800 volunteers
- Over 4,000 large (1.5”+
caliper) trees per season

• Green Spaces Initiative
(natural area trees & shrubs):
- 3 staff members
- About 1,700 volunteers
- 23,000 smaller trees and
shrubs per planting season
SUMMER INSPECTOR
PROGRAM
POLL
How many currently have some form of monitoring
program for newly planted trees?

How many are wanting to start one?
How did it get started?
Grey-to-Green Initiative
• Citizens voted for green infrastructure over gray
infrastructure, creating G2G Initiative
• Part 1: ‘Big Pipe’ installed underground to hold
more stormwater overflow
• Part 2: City sets goal to plant 83,000 street trees
• FOT bid on and won contract with city to plant
20,000 street trees
• Scope of work included developing tree survival
monitoring program
What is the goal?
Provide tree care education to new tree owners so that
their trees will:
• survive their first growing season
• become long-term assets to their community
How do we do that?
• Mail watering postcard after rains stop (early May)
• Educate new tree owners on the best practices of
general tree care through conversations and
informative door-hangers (train the trainer technique)
• Record tree health data
Most inspectors just received trees through our planting
program the previous year and this is the volunteer role
they chose.

Inspects 30 trees in their neighborhood.

New tree owner receives doorhanger (“report card”)
and feels social pressure to better care for tree.

Neighbors now know each other. Trained inspector is
resource to community.
VOLUNTEERS
Recruiting
Volunteer
• Planting volunteers
• Internet – website,
social media,
email/treemail,
listserves
• Outreach events
• Word of mouth
• Posters
• Yard signs
• Tree signs
Who are our Summer Inspectors?
250 volunteers per summer

Arborists

Tree recipients
(past and present)

Crew Leaders

General
public
WHAT TREES ARE WE
INSPECTING?
MAINLY - Tier I: first year trees (trees inspected
one summer only, twice during the summer)

Also - Tier II: 15% of trees planted 2 years ago (same trees inspected two
summers in a row, once per summer). Measure caliper, height and width.
Also - Tier Omega: 15% of trees planted in 2009-10 (same trees inspected
annually - to be analyzed over extended period of time, once per summer).
Tier I Inspections for 2011-12
Planting Season
• Total of 4,782 newly
planted trees inspected
• 86% new street trees
• 12% new yard trees
• 51 genera
• 134 species
• 97% survival rate for newly
planted trees
Tier II & Tier Omega
Inspections for 2011-12 Planting Season
• Tier II: 614 trees inspected (90.4% survival rate)
• Tier Omega: 473 trees inspected (89.9% survival rate)
TRAINING
When:
first weekend in
June
Morning session:
classroom portion
Afternoon session:
inspection route in
neighborhood with
certified arborist
Site Visits - 7 Health Conditions
• Site Conditions
– Soil moisture
– Mulch
– Weeds

• Tree Health
– Bark damage
– Broken branches
– Suckers
– Canopy assessment
Doorhangers
• 7 health conditions listed
• Circle thumbs up for pass
• Circle thumbs down for fail
• Websites for more
information on tree care
• Free mulch at our office

(arborist donations)
Getting data from volunteers
Provide link to shared Google document
(or mail spreadsheet, or drop off at our office)
Inspect twice per summer – separate doc per round:
– July 1 (Round 1)
– August 15 (Round 2)
ANALYZING INSPECTION
RESULTS
Uploading Inspection Results
• Save Google document as Excel
spreadsheet
• Customized Access database
uploads information from Excel
spreadsheet
• Point rating system tells us if tree
is Good, Ok, Bad or Dead
Storage of Data
Database allows entry of detailed information such as:
• Genus, species, cultivar, stock size, stock type, nursery
of origin, date planted, street address, homeowner
contact information
• Volunteer inspector ratings and notes
• Staff can change health ratings and enter their own
additional notes
• “Replace” checkbox available for any trees that will be
replaced the next season
What do we do with all this
data?
Determine why trees are dying:
• Neglect
• Transplant shock
Social Pressure comes to the rescue:
– Counterintuitively, trees look better at end of summer
– Pressure from neighbor/inspector and doorhanger
(report card) to better care for trees
Analyze which genus and species
are thriving:
Genus

Qty
Dead
(Genus)

Acer

36

Quercus

19

Magnolia

17

Qty
Percent
Planted Dead Species Breakdown,
(Genus) (Genus) by Cultivar
Rocky Mtn Glow
796
4.52% Maple
Paperbark Maple
Bigleaf Maple
Flame Maple
248
7.66% Scarlet Oak
Forest Green Oak
Crimson Spire Oak
Oregon White Oak
Swamp White Oak
182
9.34% Elizabeth Magnolia
Bracken’s Brown
Beauty
Lennei Magnolia
Butterflies Magnolia
Edith Bogue Magnolia
Yulan Magnolia

Qty
Percent
Qty Dead Planted
Dead
(Species) (Species) (Species)
15
13
4
3
9
5
2
1
1
12

309
276
42
83
81
42
38
41
15
47

4.85%
4.71%
9.52%
3.61%
11.11%
11.90%
5.26%
2.43%
6.67%
25.53%

8
2
1
1
1

22
15
19
24
15

36.36%
13.33%
5.26%
4.17%
6.67%
Compare tree health/survival
between different parts of the city:
Analyze which root stocks have
highest survival ratings:
Root Stock
Balled &
Burlapped
Bare Root
Containerized
Root Control
Bag
Unknown

Total
Planted

% of Total
Planted

Total
Dead

% of Root Stock
Dead

2886
650
818

60.3%
13.5%
17.1%

92
21
22

3.1%
3.2%
2.6%

330
98

6.9%
2%

8
3

2.4%
3.0%

Table 7 – Root Stock of Trees - Comparison of Root Stock of Dead Trees for PS-12
Answer questions that will guide
your program, such as:
Is a person more likely to care for their tree if they pay for it?
(does not appear to be so)
Is a person more likely to care for their tree if they help plant it?
(appears to be so)

Participation
Qty
Paid for Trees, Signed up to Volunteer 86
Paid for Trees, Did Not Plant
12
Free Trees, Signed up to Volunteer
21
Free Trees, Did Not Plant
19
Free Trees, No Participation, No Tree
Choice
8
Total
146

Trees Rated "Dead"
% of
Qty of Total % of Total
Dead
Planted
Planted
58.9%
3053
2.8%
8.2%
473
2.5%
14.4%
626
3.4%
13.0%
447
4.3%
5.5%

Table 13 – Tree Mortality and Treecipient Involvement

183
4782

4.4%
Monitoring Report
• Submit with grant requests to show success
of our planting program
• Helps us market our planting program to
future participants
• The information helps our program and other
tree programs in the region
Monitoring Report Addresses:
• Condition & survival of newly planted trees
• Genus & species composition
• Performance trends based on genus, species &
cultivar
• Assessment of planting conditions (stock type, time
of year planted, location of planting )
• Condition & survival of 15% of 2 year-old trees (Tier
II)
• Condition & survival of 15% of 2009-10 trees (Tier
Omega)
In 20 Years
• Will have collected large amount of data on trees
planted through our program
• Combine our tree data with other tree data collected
by city, iTrees, and others
• Better understanding of species survival
• Handheld technology to collect data
• Educated citizens who value trees and know how to
care for them
To view our Monitoring Report, or view this slideshow in
closer detail, check out our blog posting here:
http://friendsoftrees.org/blog/2013/11/01/friends-of-trees-visits-pittsburgh

Susie Peterson
Neighborhood Trees Specialist
susiep@friendsoftrees.org
503-467-2516

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“Neighborhood Trees Summer Inspectors: Social Pressure for Tree Health” by Susie Peterson, Neighborhood Trees Specialist, Friends of Trees

  • 1. SUMMER INSPECTOR PROGRAM Social Pressure for Better Tree Health Friends of Trees Portland, OR
  • 2. Why social pressure for better tree health? We feel that a neighbor is more likely to convince someone to care for their tree than we (or the city, or anyone else) are.
  • 4. Mission Statement To bring people in the Portland-Vancouver and Eugene-Springfield metro areas together to plant and care for city trees and green spaces.
  • 5. Vancouver Began 24 years ago. Non-profit that uses planting trees as a tool to build community.
  • 6. Planting Programs Overview • Neighborhood Trees (street & yard trees): - 7 staff members - About 1,800 volunteers - Over 4,000 large (1.5”+ caliper) trees per season • Green Spaces Initiative (natural area trees & shrubs): - 3 staff members - About 1,700 volunteers - 23,000 smaller trees and shrubs per planting season
  • 8. POLL How many currently have some form of monitoring program for newly planted trees? How many are wanting to start one?
  • 9. How did it get started? Grey-to-Green Initiative • Citizens voted for green infrastructure over gray infrastructure, creating G2G Initiative • Part 1: ‘Big Pipe’ installed underground to hold more stormwater overflow • Part 2: City sets goal to plant 83,000 street trees • FOT bid on and won contract with city to plant 20,000 street trees • Scope of work included developing tree survival monitoring program
  • 10. What is the goal? Provide tree care education to new tree owners so that their trees will: • survive their first growing season • become long-term assets to their community
  • 11. How do we do that? • Mail watering postcard after rains stop (early May) • Educate new tree owners on the best practices of general tree care through conversations and informative door-hangers (train the trainer technique) • Record tree health data
  • 12. Most inspectors just received trees through our planting program the previous year and this is the volunteer role they chose. Inspects 30 trees in their neighborhood. New tree owner receives doorhanger (“report card”) and feels social pressure to better care for tree. Neighbors now know each other. Trained inspector is resource to community.
  • 14. Recruiting Volunteer • Planting volunteers • Internet – website, social media, email/treemail, listserves • Outreach events • Word of mouth • Posters • Yard signs • Tree signs
  • 15. Who are our Summer Inspectors? 250 volunteers per summer Arborists Tree recipients (past and present) Crew Leaders General public
  • 16. WHAT TREES ARE WE INSPECTING?
  • 17. MAINLY - Tier I: first year trees (trees inspected one summer only, twice during the summer) Also - Tier II: 15% of trees planted 2 years ago (same trees inspected two summers in a row, once per summer). Measure caliper, height and width. Also - Tier Omega: 15% of trees planted in 2009-10 (same trees inspected annually - to be analyzed over extended period of time, once per summer).
  • 18. Tier I Inspections for 2011-12 Planting Season • Total of 4,782 newly planted trees inspected • 86% new street trees • 12% new yard trees • 51 genera • 134 species • 97% survival rate for newly planted trees
  • 19. Tier II & Tier Omega Inspections for 2011-12 Planting Season • Tier II: 614 trees inspected (90.4% survival rate) • Tier Omega: 473 trees inspected (89.9% survival rate)
  • 21. When: first weekend in June Morning session: classroom portion Afternoon session: inspection route in neighborhood with certified arborist
  • 22. Site Visits - 7 Health Conditions • Site Conditions – Soil moisture – Mulch – Weeds • Tree Health – Bark damage – Broken branches – Suckers – Canopy assessment
  • 23. Doorhangers • 7 health conditions listed • Circle thumbs up for pass • Circle thumbs down for fail • Websites for more information on tree care • Free mulch at our office (arborist donations)
  • 24. Getting data from volunteers Provide link to shared Google document (or mail spreadsheet, or drop off at our office) Inspect twice per summer – separate doc per round: – July 1 (Round 1) – August 15 (Round 2)
  • 25.
  • 27. Uploading Inspection Results • Save Google document as Excel spreadsheet • Customized Access database uploads information from Excel spreadsheet • Point rating system tells us if tree is Good, Ok, Bad or Dead
  • 28. Storage of Data Database allows entry of detailed information such as: • Genus, species, cultivar, stock size, stock type, nursery of origin, date planted, street address, homeowner contact information • Volunteer inspector ratings and notes • Staff can change health ratings and enter their own additional notes • “Replace” checkbox available for any trees that will be replaced the next season
  • 29. What do we do with all this data?
  • 30. Determine why trees are dying: • Neglect • Transplant shock Social Pressure comes to the rescue: – Counterintuitively, trees look better at end of summer – Pressure from neighbor/inspector and doorhanger (report card) to better care for trees
  • 31. Analyze which genus and species are thriving: Genus Qty Dead (Genus) Acer 36 Quercus 19 Magnolia 17 Qty Percent Planted Dead Species Breakdown, (Genus) (Genus) by Cultivar Rocky Mtn Glow 796 4.52% Maple Paperbark Maple Bigleaf Maple Flame Maple 248 7.66% Scarlet Oak Forest Green Oak Crimson Spire Oak Oregon White Oak Swamp White Oak 182 9.34% Elizabeth Magnolia Bracken’s Brown Beauty Lennei Magnolia Butterflies Magnolia Edith Bogue Magnolia Yulan Magnolia Qty Percent Qty Dead Planted Dead (Species) (Species) (Species) 15 13 4 3 9 5 2 1 1 12 309 276 42 83 81 42 38 41 15 47 4.85% 4.71% 9.52% 3.61% 11.11% 11.90% 5.26% 2.43% 6.67% 25.53% 8 2 1 1 1 22 15 19 24 15 36.36% 13.33% 5.26% 4.17% 6.67%
  • 32. Compare tree health/survival between different parts of the city:
  • 33. Analyze which root stocks have highest survival ratings: Root Stock Balled & Burlapped Bare Root Containerized Root Control Bag Unknown Total Planted % of Total Planted Total Dead % of Root Stock Dead 2886 650 818 60.3% 13.5% 17.1% 92 21 22 3.1% 3.2% 2.6% 330 98 6.9% 2% 8 3 2.4% 3.0% Table 7 – Root Stock of Trees - Comparison of Root Stock of Dead Trees for PS-12
  • 34. Answer questions that will guide your program, such as: Is a person more likely to care for their tree if they pay for it? (does not appear to be so) Is a person more likely to care for their tree if they help plant it? (appears to be so) Participation Qty Paid for Trees, Signed up to Volunteer 86 Paid for Trees, Did Not Plant 12 Free Trees, Signed up to Volunteer 21 Free Trees, Did Not Plant 19 Free Trees, No Participation, No Tree Choice 8 Total 146 Trees Rated "Dead" % of Qty of Total % of Total Dead Planted Planted 58.9% 3053 2.8% 8.2% 473 2.5% 14.4% 626 3.4% 13.0% 447 4.3% 5.5% Table 13 – Tree Mortality and Treecipient Involvement 183 4782 4.4%
  • 36. • Submit with grant requests to show success of our planting program • Helps us market our planting program to future participants • The information helps our program and other tree programs in the region
  • 37. Monitoring Report Addresses: • Condition & survival of newly planted trees • Genus & species composition • Performance trends based on genus, species & cultivar • Assessment of planting conditions (stock type, time of year planted, location of planting ) • Condition & survival of 15% of 2 year-old trees (Tier II) • Condition & survival of 15% of 2009-10 trees (Tier Omega)
  • 38. In 20 Years • Will have collected large amount of data on trees planted through our program • Combine our tree data with other tree data collected by city, iTrees, and others • Better understanding of species survival • Handheld technology to collect data • Educated citizens who value trees and know how to care for them
  • 39.
  • 40. To view our Monitoring Report, or view this slideshow in closer detail, check out our blog posting here: http://friendsoftrees.org/blog/2013/11/01/friends-of-trees-visits-pittsburgh Susie Peterson Neighborhood Trees Specialist susiep@friendsoftrees.org 503-467-2516

Notas del editor

  1. Thank you. I’m so happy to be here in Pittsburgh, it’s the first time I’ve been here and it feel just like home. There are so many similarities to Portland – I can’t wait to explore. So, I posted this presentation on a blog last Friday, and I’ll be providing a link to it at the end of my talk, so if you’re finding this information helpful don’t feel like you have to write it all down. Know that you can view the slideshow in the future at your leisure.Excited to present on Summer Inspector Program. Been running program as you’ll see it today for 5 years. Basically what we’re doing is utilizing social pressure to encourage better tree health.
  2. But more on that later . . .
  3. First, a little bit about FOT.
  4. Work in Washington and Oregon; Headquarter in Portland with satellite offices in Vancouver, WA and Eugene. Work in 15 cities around the region.
  5. Now to the fun stuff . . .
  6. Help me learn about my audience here . . .
  7. It all started with one seriously polluted river, the Columbia River, which runs right through the middle of the city. Basically sewage and stormwater were combining and overflowing into the river every time we had a significant rain, 5+ events per year. Something had to be done. ----We have pretty much always had a program similar to this, but the Grey-to-Green Initiative has really helped us boost the program to this level. We’re much more effective now in terms of influencing tree owners to care for their trees, and we’re able to collect much more precise data.
  8. So, we hold our planting events during the colder months – November through April. Then we use the summer months to monitor those trees just planted. When we hold our planting events we encourage everyone receiving trees to participate in some way. There are several volunteer roles they can choose from. Most people who are inspectors just received trees through our planting program and this is the volunteer role they chose.
  9. Tier II & Omega volunteers collect all the same information as Tier I volunteers and more. They measure the caliper of the tree and estimate the height, as well as the canopy width, of the tree.
  10. It really doesn’t feel good to get a thumbs down on a report card – very persuasive for change.
  11. Biggest problem used to be not getting data back (used to have to mail or bring by office). Google docs has really helped. If you’re not familiar with Google documents, it’s like an Excel spreadsheet online that everyone can access at home. Doing it like this also saves a lot of data entry time on our side. The vast majority of people appreciate being able to enter this information at home and not having to drive by our office to drop it off, or mail it in.
  12. Well, in 20 years our urban forest will be healthy and thriving, and more of our strees will look like this.
  13. Link to monitoring report, slideshow, and my contact information is on next slide.