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1 R1 Trails Project Preparation R1 Trails Project Preparation 1 Planning Planning – Design Design Techniques Techniques John Favro John Favro U.S. Forest Service U.S. Forest Service Northern Region Northern Region R1 Trails Project Preparation R1 Trails Project Preparation 2 Northern Region Northern Region Trails Coordinator, Retired Trails Coordinator, Retired

New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Page 1: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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R1 Trails Project PreparationR1 Trails Project Preparation 11

Planning Planning –– Design Design TechniquesTechniquesqq

John FavroJohn FavroU.S. Forest ServiceU.S. Forest Service

Northern RegionNorthern Region

R1 Trails Project PreparationR1 Trails Project Preparation 22

Northern RegionNorthern RegionTrails Coordinator, RetiredTrails Coordinator, Retired

Page 2: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Module ObjectivesModule Objectives

D f ili i i h h D f ili i i h h

At the end of this module, you will be At the end of this module, you will be able to:able to:

Demonstrate familiarity with the Demonstrate familiarity with the trail planning flowcharttrail planning flowchartLearn to plan trails that meet the Learn to plan trails that meet the expectations of users and that expectations of users and that protect resources while meeting protect resources while meeting

R1 Trails Project PreparationR1 Trails Project Preparation 33

protect resources, while meeting protect resources, while meeting agency and law requirementsagency and law requirements

R1 Trails Project PreparationR1 Trails Project Preparation 44

Page 3: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Trail PlanningTrail PlanningHow do we get from the current situation to a trail that meets our desired condition?Advice from the Route and Area Advice from the Route and Area Designation Guide:Designation Guide:

Avoid unnecessary environmental Avoid unnecessary environmental analysisanalysisFocus on the change from the status Focus on the change from the status

R1 Trails Project PreparationR1 Trails Project Preparation 55

quoquoCollaborateCollaborate

R1 Trails Project PreparationR1 Trails Project Preparation 66

Page 4: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Steps in Project Steps in Project PreparationPreparation

Ideally the full trail planning Ideally the full trail planning Ideally, the full trail planning Ideally, the full trail planning process should take 5 yearsprocess should take 5 years3 years is more realistic and should 3 years is more realistic and should be considered the minimumbe considered the minimumTrail planning involves lots of folksTrail planning involves lots of folks

R1 Trails Project PreparationR1 Trails Project Preparation 77

p nn ng n f fp nn ng n f fTrail planning should be the same Trail planning should be the same for either contract or force accountfor either contract or force account

Trail Trail Planning Planning ProcessProcess

Existing Management Direction

Assemble

If Yes or Maybe

Is there a need forChange?

No

Identifying Change

Need for Change?

Assemble Resource and Social Data

Trail PlanningDetermine What Trail Design is

Needed No

Yes

Definine Niche

Identifying Change Needed for Consideration

88

Proposals to Change Existing Trail Environmental

Analyses and Decision MakingSite specific

Environmental Analyses

Implement and/or Monitor

• Schedule• Signs• Enforcement

• Monitoring• Adaptive mgmt.

Publish Decision

Yes

Page 5: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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First Goal for First Year of First Goal for First Year of Planning: Compile Existing Planning: Compile Existing Management DirectionManagement Direction

Collect all management direction forthe trail. Obtain information from:

Laws, Management Strategies, Guidance Management plans, city general plans activity plans, travel

t l t t ti

R1 Trails Project PreparationR1 Trails Project Preparation 99

management plans, transportation plans, masterplans, recreation area management Plans

continued…

Existing Facilities Set Trail Management Objective (TMO) if not set by this timeProject plans, design guidelines, trail standardstan arDoes your agency own the land or have an easement, is there broken land ownership you would have to deal with?

…And, most important!!!

R1 Trails Project PreparationR1 Trails Project Preparation 1010

, p

Is there a need for change?

Page 6: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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R1 Trails Project PreparationR1 Trails Project Preparation 1111

Second Goal for First Year of Second Goal for First Year of Planning: Assemble Resource Planning: Assemble Resource

and Social Dataand Social DataUnderstand desired user experiences Understand desired user experiences (needs) now and in the futureDetermine Landscape CharacteristicsDetermine Social CharacteristicsField recon with appropriate folks

R1 Trails Project PreparationR1 Trails Project Preparation 1212

Field recon with appropriate folks such as archeologist, biologists, etcIs there a need for change?

Page 7: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Inventory and Assessment Inventory and Assessment of Relevant Resourcesof Relevant Resources

Literature search –what information iswhat information isout there regardingthe trail?Resource informationfrom ManagementPl

R1 Trails Project PreparationR1 Trails Project Preparation 1313

PlansROS

Visual Resource Classifications

As you assemble resource data, As you assemble resource data, complete an inventory and complete an inventory and assessment of relevant resources assessment of relevant resources which should consist of:which should consist of:

Existing conditions of soil,water flow, vegetation, wildlife, cultural resources, caves, etc.

R1 Trails Project PreparationR1 Trails Project Preparation 1414

GIS data for trail

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R1 Trails Project PreparationR1 Trails Project Preparation 1515

R1 Trails Project PreparationR1 Trails Project Preparation 1616

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View-shed

R1 Trails Project PreparationR1 Trails Project Preparation 1717

FRAGILE SOILS AND FRAGILE SOILS AND ENDANGERED PLANTSENDANGERED PLANTS

R1 Trails Project PreparationR1 Trails Project Preparation 1818

Page 10: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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RIPARIAN ZONESAND ENDANGERED FISH

HABITAT

R1 Trails Project PreparationR1 Trails Project Preparation 1919

Wildlife Habitat and Wildlife Habitat and Threatened SpeciesThreatened Species

R1 Trails Project PreparationR1 Trails Project Preparation 2020

Page 11: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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PREPRE--HISTORIC ARTIFACTSHISTORIC ARTIFACTS

R1 Trails Project PreparationR1 Trails Project Preparation 2121

R1 Trails Project PreparationR1 Trails Project Preparation 2222

Page 12: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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R1 Trails Project PreparationR1 Trails Project Preparation 2323

Inventory and Assessment of Inventory and Assessment of Social CharacteristicsSocial Characteristics

Complete a resource inventory andassessment for social characteristics:assessment for social characteristics:Physical condition of any existing trailsOther local recreation opportunities including facilities for services such as

R1 Trails Project PreparationR1 Trails Project Preparation 2424

including facilities for services such asfuel and food

continued…

Page 13: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Is the trail providing the desired experience?Safety concernsAccessibility considerationsAccessibility considerationsIdentify the area nicheIdentify the demographics of usersMeet with interest groups to obtain current social situation

R1 Trails Project PreparationR1 Trails Project Preparation 2525

u uDetermine current and future user trends

R1 Trails Project PreparationR1 Trails Project Preparation 2626

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R1 Trails Project PreparationR1 Trails Project Preparation 2727

R1 Trails Project PreparationR1 Trails Project Preparation 2828

Page 15: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Trail Trail Planning Planning ProcessProcess

Existing Management Direction

Assemble

If Yes or Maybe

Is there a need forChange?

No

Identifying Change

Need for Change?

Assemble Resource and Social Data

Trail PlanningDetermine What Trail Design is

Needed No

Yes

Definine Niche

Identifying Change Needed for Consideration

2929

Proposals to Change Existing Trail Environmental

Analyses and Decision MakingSite specific

Environmental Analyses

Implement and/or Monitor

• Schedule• Signs• Enforcement

• Monitoring• Adaptive mgmt.

Publish Decision

Yes

Begin The Process!Begin The Process!Decide on the planning process you will use and the framework the plan will useGather agency personnel, specialists, customers and interest groups together under a

R1 Trails Project PreparationR1 Trails Project Preparation 3030

together under a collaborative process to determine options

Page 16: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Identify the issuesIdentify the issues

Specifically identify theproblem(s) or need(s) that are toproblem(s) or need(s) that are tobe solved or addressed throughthis planning effort.What kind of trail is appropriate?What will the trail management

R1 Trails Project PreparationR1 Trails Project Preparation 3131

What will the trail managementobjective and trail classificationbe?

R1 Trails Project PreparationR1 Trails Project Preparation 3232

Page 17: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Consider Management of the Consider Management of the Trail Following Project Trail Following Project

CompletionCompletionC S ffi Current Staffing – what are the available human resources to implement the

R1 Trails Project PreparationR1 Trails Project Preparation 3333

pplan upon completion?

Trail Trail Planning Planning ProcessProcess

Existing Management Direction

Assemble

If Yes or Maybe

Is there a need forChange?

No

Identifying Change

Need for Change?

Assemble Resource and Social Data

Trail PlanningDetermine What Trail Design is

Needed No

Yes

Definine Niche

Identifying Change Needed for Consideration

3434

Proposals to Change Existing Trail Environmental

Analyses and Decision MakingSite specific

Environmental Analyses

Implement and/or Monitor

• Schedule• Signs• Enforcement

• Monitoring• Adaptive mgmt.

Publish Decision

Yes

Page 18: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Developing Alternatives Developing Alternatives for A Projectfor A Project

Use all data collected in your resource and social assessmentand social assessmentConsider legal side boards or decision space determined from your compilation of management direction, resource data and social data collectedInvolve all user and interest groups in lt ti d l t d i t

R1 Trails Project PreparationR1 Trails Project Preparation 3535

alternative development and communicate decision space and sideboardsCollaborate to obtain consensus

R1 Trails Project PreparationR1 Trails Project Preparation 3636

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Determine Preliminary Determine Preliminary Scope of the ProjectScope of the ProjectBeginning and end of projectBeginning and end of projectBroad work goals, sufficient to estimate funding needsLine Officer or Administrator buy-off

R1 Trails Project PreparationR1 Trails Project Preparation 3737

Schedule year for work to begin

End of Year 1End of Year 1Preliminary scope approved by Line Officer or AdministratorAdministratorEnter project into funding stream

Project fundingPartnershipsGrants

R1 Trails Project PreparationR1 Trails Project Preparation 3838

GrantsVolunteer programs

Page 20: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Montana Conservation Corps

R1 Trails Project PreparationR1 Trails Project Preparation 3939

Goals for Second YearGoals for Second YearComplete public involvementGet clearances Get clearances from specialistsComplete NEPA documents and issue decisionAnything else that

R1 Trails Project PreparationR1 Trails Project Preparation 4040

Anything else that helps to set the final scope of project

Page 21: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Goal for Third YearGoal for Third YearComplete final field survey and designC l i i h Complete any permitting such as streamside permits or material removal permitsPut contract needs into advanced acquisition plan or…

R1 Trails Project PreparationR1 Trails Project Preparation 4141

Program force account work, determine needs

R1 Trails Project PreparationR1 Trails Project Preparation 4242

Page 22: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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End of Third YearEnd of Third YearGet trail maintenance, construction or reconstruction package approvals from line officer

Make preparations for project work

R1 Trails Project PreparationR1 Trails Project Preparation 4343

Shelve project if not funded

Trail Trail Planning Planning ProcessProcess

Existing Management Direction

Assemble

If Yes or Maybe

Is there a need forChange?

No

Identifying Change

Need for Change?

Assemble Resource and Social Data

Trail PlanningDetermine What Trail Design is

Needed No

Yes

Definine Niche

Identifying Change Needed for Consideration

4444

Proposals to Change Existing Trail Environmental

Analyses and Decision MakingSite specific

Environmental Analyses

Implement and/or Monitor

• Schedule• Signs• Enforcement

• Monitoring• Adaptive mgmt.

Publish Decision

Yes

Page 23: New Planning Planning ––Design Design Techniques 8300-17.pdf · 2010. 10. 6. · trail planning flowchart 9Learn to plan trails that meet the expectations of users ... Resource

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Last Step, Year 3+: Build Last Step, Year 3+: Build Your Trail or Establish Your Your Trail or Establish Your Trail System DesignationsTrail System Designations

Be sure to Be sure to continue To monitor the impacts to your trail and to see if

R1 Trails Project PreparationR1 Trails Project Preparation 4545

it is still meeting the users needs

Trail Trail Planning Planning ProcessProcess

Existing Management Direction

Assemble

If Yes or Maybe

Is there a need forChange?

No

Identifying Change

Need for Change?

Assemble Resource and Social Data

Trail PlanningDetermine What Trail Design is

Needed No

Yes

Definine Niche

Identifying Change Needed for Consideration

4646

Proposals to Change Existing Trail Environmental

Analyses and Decision MakingSite specific

Environmental Analyses

Implement and/or Monitor

• Schedule• Signs• Enforcement

• Monitoring• Adaptive mgmt.

Publish Decision

Yes

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For More Information on TMOs and other Trail planning issues go to: http://www.fs.fed.us/r3/measures/TR.htm