Sunday, February 8, 2015

Save A Tree (SAT) Day Requirements, Procedures and Best Practices

The Town has approved the following approach. Our being allowed to have SAT Days on Town property depends on adhering to these work and safety procedures.

Overview:

"Save a Tree" Days target short term opportunities to get a team of experienced bittersweet battlers into a site during a known weather window (typically during winter, early spring and late fall when target sites are clear of foliage). 
 
The general public is not widely invited but new volunteers are welcome if they are interested in being vetted for inclusion in the Gold Level Team.

In most cases no special site access prep will be done by the Town so SAT Days are for "heavy hitter" experienced people (the Gold Level Team) only. Because the events are weather-dependent and usually occur in colder months they will typically be on short notice (see "Scheduling" below).

The goal of SAT Days is to have quick, simple events that require minimal effort to organize, while producing maximum hands-on eradication results.

Who Can Initiate An SAT Day: Only qualified SAT Day Event Coordinators can initiate and coordinate a Save A Tree Day. The qualification process involves one orientation day where a qualified Event Coordinator guides the new Event Coodinator through the process. CLICK HERE for more details.

How Are SAT Days Initiated: SAT Days are initiated by any qualified Event Coordinator who feels like there is a good weather window approaching, and their personal schedule allows them to coordinate a work day. Basically you step up and do it.

Qualified SAT Day Event Coordinators: D.R. (11/18/13); J.E. (3/30/14); A.P. (6/7/14). Any of these individuals can qualify a new Event Coordinator. Contact glastonburyinvasives@gmail.com if you want to discuss becoming an Event Coordinator. Due to the organizational and safety responsibilities involved, the EC vetting process is rather strict. Along with knowledge of invasives and control methods, EC's must be willing to run events that adhere with the safety and procedural commitments we have made to the Town.

Who May Participate:

Gold Level Team volunteers are invited to each SAT Day event, by email. Gold Level volunteers are experienced with proper oriental bittersweet eradication practices, are on the Gold Level Team (GLT) list, and have been vouched for by an Event Coordinator based on training and participation at their initial event.

This is important for safety reasons and because a strong vetting process was promised to the Town as a condition of having SAT Days.

A SAT Day coordinator may allow a non-Gold Level person to participate only after a thorough orientation and observation of their work techniques. If the volunteer is proficient the SAT Day EC should add them to the GLT list.

How Many People Are Needed?

A minimum of two on site at all times. A typical SAT Day event attendance target is 10 to 15 people but we have had very productive work days involving only 5 people. The SAT Day process is flexible enough to allow a small group of people to have their own SAT Day as long as they follow the agreed-to procedures.

Non-Gold Level Volunteers:

There may be exceptions where non-Gold Level volunteers are allowed at an SAT Day event. This would usually be if another organization joins the effort or a new volunteer has expressed interest.  In these instances Work Teams should be formed for the non-Gold Level volunteers. A Team Leader should be identified, workers should have an orientation session, work in a specific area, and so on.


Scheduling:

It is VERY important to have a fairly accurate weather forecast before invitating the Gold Level Team. If several good days are forecast, shoot for the day in the middle of the good stretch. We want to avoid having to cancel at the last minute. We need to accept the balancing act between having a reliable weather forecast, and giving people enough advance notice. During the winter months most days are not suitable for an SAT Day so a solid near-term weather forecast trumps lots of advance notice leading to a probable cancellation. We try to shoot for weekend days but have to take the good days, whether weekend or weekday.

Three hours is the point at which volunteers are ready to stop. Because SAT Days allow people to arrive and leave at their convenience we should shoot for a 4 hour event window, 5 hours at most, keeping in mind the Event Coordinator or a co-coordinator has to be there the whole time. A 5 hour work window translates to well over 6 hours for the Event Coordinator (too much).

The time slot should be adjusted for day of week and season:
  • Winter: Start later in the morning to take advantage of the day's high temps and daylight (10 AM to 2 PM).
  • Spring and Fall: Start at 9 or 9:30
  • Afternoon Sessions: Attendance is significantly lower for afternoon sessions.
  • Day of Week: Saturday seems to generate best attendance. Weekdays less. Start later a little later on Sundays (10 AM).

Scheduling Factors:

Because SAT Days are often during cold months the factors are more than just rain. They include cold, rain, wind, snow, sleet, and ground conditions. We WILL NOT have an SAT Day is there is snow on the ground, regardless of temperature. In general we want dry days with temps reaching at least 45, low wind speeds, and no snow cover.

Double Shifts:

We generally don't do 2 shifts on SAT Days because afternoon shifts are poorly attended. There may be times when 2 shifts make sense, especially on Partner Days if we expect a higher number of volunteers.

Double shift SAT Days should use TWO Event Coordinators (one morning, one afternoon). One EC doing both shifts is too much to take on. The ideal scenario for double shifts is when there are several known volunteers who can only attend in the afternoon, and an Event Coordinator is available for the secone shift.

Double shifts are not advisable during winter months due to short daylight hours and very cold temps early and late in the day.

Location Factors:

Reasonably flat sites that are easy to reach from a safe parking area are preferred, especially in cold weather.

Notification (Town):

Before initiating a SAT Day, the Event Coordinator must notify J.D. or A.P. via email or phone (if you are an EC you have their contact info) to make sure there are no conflicts with other planned events at the site. The town Tree Warden (G.F.) must be notified at least three working days in advance. If the site has a security lock we need to request or confirm the lock combination or whatever is needed to get in.

Gold Level Team Event Notification:

Once you have decided on an event date and location, notify J.E., who maintains the GLT e-mail list and will send a template-based event invitation to the invitees. This should be done close enough to the event date to be fairly sure the weather forecast will hold (usually 3 or 4 days before the event).

Specific Event Time Window (also see "Scheduling" above):

In cold weather the event should have a specific start and end time, and generally not last more than 4 hours. No work should be allowed before or after the time window. Participants can arrive and leave at any time within the window (there is no required arrival time).

Designated Cutters (Optional):

We have many excellent volunteers who struggle with cutting larger vines. We don't want these valuable workers to feel overwhelmed or discouraged. They do a huge amount of good once the larger vines are out of the way. To assist with these vines Event Coordinators should try to designate "Cutters" who are available to help cut larger vines. This is not required and will not always be possible, but should be done when someone is willing to be The Cutter.

The Cutter(s) should wear a yellow vest (in SAT Day Kit) and the Event Coordinator should advise senior volunteers how to identify The Cutter, and to call The Cutter at any time. The Cutter should have the sharpest saw(s) available.

What EC's Should Bring:

The SAT Day EC is responsible for making sure necessary items are brought to the site. CLICK HERE for a checklist. The EC will need to gather up items from various people (whoever coordinated the previous event is likely to still have the first aid kit, etc.) or make sure the people with key items will be coming to the event and bringing those things with them (signs, canopy if needed, folding table, chair(s), etc.). It is also prudent to bring a cart or other means of bringing things from vehicle to site.

Volunteer Monitoring:

The coordinator needs to make sure volunteers do not use power tools or other unapproved tools
, any pets are kept under control, no alcohol is consumed, etc. This information is provided in the Save A Tree Day site under What To Wear and What To Bring/Not Bring.

Arrive Early:

EC's should arrive about 1 hour early to deal with setup and to oversee early arrivals. Some work (inspecting and tagging the site) can be done the day before if needed.

Inspect and Tag The Work Area:

We have had some issues with people wandering away from the intended work site, then not signing out so we had to go searching for them. To avoid this hassle tag the work site borders with tape and ask people when they check in to work within the tagged area for safety reasons. After tagging the general work area inspect the area for any dangerous conditions (hanging branches, etc) and mark any areas to be avoided.

Sign In and Sign Out Sheet:

There must be a sign in and sign out sheet, and "check in instructions" that ask the volunteer to see the SAT Day EC(s) for a quick overview of the work we want to accomplish. The EC should plan to work near the sign in area and wear a safety vest if possible so volunteers can find them. The EC should also be present at the end of the event time window to make sure everybody is accounted for. This is especially important during cold weather. We don't want to leave an injured volunteer at a work site.

Waivers (NO EXCEPTIONS):

All participants must sign waivers when signing in. E-mail A.P. if you need the electronic file. Make and bring enough copies.

The Town has specifically reinforced the "no exceptions" mandate. This Event Coordinators are prohibited from making any exceptions and should advise those who request exceptions "no waiver, no work, no choice" (politely). This is important because individuals have requested exceptions or tried to avoid signing waivers at several events.

If someone refuses to sign but insists on working anyway ask a trusted person to witness your asking the person to please stop working at the event site, and your advising the person that they are not part of the event. Avoid any controntation beyond that. Make a note of the time and person's name on a blank waiver form and save it with the signed waivers. Then leave a message with the Tree Warden (G.F.) also providing the name and time the person was advised. G.F.'s work number is on the event checklist.

Two-Person Rule:

There must be at least two people on the site at all times, otherwise work must stop. Enforcing this is the EC's responsibility. It is also prudent to keep the group within reasonable proximity of each other.

General Oversight During Event:

The Event Coordinator will be working along with the volunteers, but should stop occasionally to walk through the work area and make sure things are proceeding as expected. It also helps for the coordinator to work in various site areas so they can check on the volunteers, especially newer volunteers.

 The EC should also double-check the signed waivers to make sure everybody has signed.

Event Photos:

If possible take "before" and "after" photos of site, geotagged if possible but not required. Also take a few photos for potential publicity use. Local media editors prefer shots with people over pictures of dead vines. Photos may be published in black and white so try to get shots that will have sharp contrast and simple backgrounds that are not similar to the subject of the photo). This can be done by the EC or anybody with a camera who is willing. Group shots are excellent when possible.

End of Event:

  • Walk the site and let anybody still working know the event is over.
  • Check the sign out sheet and make sure everybody is accounted for.
  • Make sure all loaner tools are accounted for.
  • Clean up any trash, collect all signage, load up and get the heck outta there.
  • Get any personal property back to owners (tables, chairs, etc.).
  • Most important of all, DO NOT LEAVE THE CAKE OUT IN THE RAIN! OH NOOOO!
  • Nice job!
Equipment:
  • The SAT Day EC will take home event property (signs, first aid, waivers, loaner tools, canopy, etc.). Store everything safely for the next event.
  • If the EC for the next SAT Day is at the event they can take everything home and save a hand-off.
  • If the EC's vehicle cannot accomodate everything or they do not have space to store the equipment, they'll need to make arrangements with another team member to bring, take and store bulky items (for example, the canopy).

Save A Tree Day Event Checklist

Procedural:

The day before the event it is advisable to send an email to the GLT list to confirm that the event is a go. During colder months the weather can change at the last minute and result in cancellation.

To-Do and What To Bring:

Many items needed for a SAT Day are personal property of several people so it is the EC's responsibility to make sure these items are collected and brought to the event. This usually requires collecting some items before the event if the owners will not be coming to the event with those items.

EC's can copy/paste the following list into a Word or other document and customize for their particular event. Items with an asterisk should be kept in the SAT Day kit bag.


Use this as a checklist and to identify who has agreed to bring what (add names after the items). Not all items will be needed for all events:
  • Combination for lock on access gate (some town park events):
  • Town Parks and Rec contact info: Greg Foran (860) 652-7686
  • Canopy (optional based on expected weather):
  • Stakes and weights to anchor canopy against wind:
  • Arrow Signs (from parking to work site):
  • Hammer (to pound in signs):
  • First Aid kit:
  • Sign-In Table (if there is no table at site):
  • Chair(s):
  • Drinking Water:
  • Poison Ivy Wash Water:
  • Cups for water:
  • Paper Towels:
  • Sun Block:
  • Insect Spray:
  • Tecnu:
  • Trash Bin (optional):
  • "Loaner" tools:
  • The following are in the SAT Day kit bag. Inventory the bag prior to event to make sure it's all there:
  • * Plastic tape for marking work area boundaries:
  • * Sign-In Sheet:
  • * Clipboards:
  • * Pens:
  • * Copies of Waiver:
  • * Invasive Plants Info Cards:
  • * EC Vests:
  • * "Loaner" tool sign-out sheet:
  • NEW Work Gloves (for anyone who forgot or for passers-by who volunteer; gloves will not be re-used so let people take them home after event):
  • Tarp (use to cover sign-in table and/or tools if shower develops):
  • Other:

Event Coordinator (EC) Vetting Process

Vetting Process:

New Event Coordinator candidates must be oriented by a current EC. This begins by having the new EC act as lead EC for a specific event. Then an experienced EC acts as their coach to guide them through everything involved in being the lead EC. We use this apprioach because if you don't do it you don't remember it.

Event Planning:

Vetting begins well before the actual on site event because the greatest SAT Day challenges are:
  • Determining a feasible date and site.
  • Inspecting the site to make sure it is accessible and safe.
  • Clearing the date and site with the Town.
  • Watching the weather forecast.
  • Timing the announcement of the event to the Gold Level Team.
  • Making the final go/no go decision based on weather.
  • Administering the event checklist and getting everything to the site.
  • "but keeping it as simple and undemanding time-wise as possible, for everyone."
As noted elsewhere, because SAT Days may be during colder months weather is a big factor with more variables than warm weather event, including such things as snow cover, air temperatures, wind, snow, ground condition (slip hazards, mud, etc), spring flooding, and so on.

For these reasons the EC-in-training should handle all the event planning, with coaching from the experienced EC. It will be tempting for the experienced EC to just describe the steps then do it themselves but "you have to live it to get it." Planning is everything, and

Event Day:

The new EC should again take the lead based on their review of this (EC) site, the Save A Tree Day site, and pre-event coaching by the experienced EC.

The experienced EC will then "shadow" and coach the new EC throughout the event, stepping in to help as needed.

Experience and Responsibility:

The most critical part of the vetting decision does not hinge on whether the EC is the best bittersweet cutter on the site, but rather, whether they are good at planning, managing, communicating, and making sure the event is SAFE, WELL RUN, and SATISFYING for the volunteers. If it isn't safe, nobody wants to do it again, or the Town is concerned, then it is a failure no matter how much physical work gets done.

Keeping It Simple:

One hallmark of a good EC is their ability to keep it simple. That means avoiding the temptation to "group-think" everything, which is ultimately time-wasting and discouraging for other volunteers. To the extent the EC can follow the KISS principle, including making independent decisions, keeping things moving, and avoiding a huge production, that allows us to have a greater number of simple, streamlined events that do more good over the long run. We need our energies invested in execution.

Vetting Decision:

The experienced EC is the final call on whether the new EC volunteer is approved to organize and run events in the future. Again, much of the decision is based on whether the new person showed knowledge and commitment to running the event in compliance with the Town's expectations. Everything depends on maintaining that trust.

Follow Through:

The first "solo" event for a new EC (after their orientation event) should have a designated, experienced EC available to answer questions during the planning stage, and on site to help with any questions that may arise.

Orientation For NEW Volunteers

The following orientation is required for first-time volunteers and anyone else who has not been vetted by a qualified Event Coordinator as a member of the Gold Level Team.
 
BEFORE WORK BEGINS
  
Each new volunteer must sign a waiver at the sign in area. No exceptions. The sign-in area will usually have pictures and/or brochures of oriental bittersweet and poison ivy for new volunteers to look at.
 
The first 10 +/- minutes of all new volunteers' work session should consist of a brief orientation conducted by the Event Coordinator(EC). Whenever possible two EC's should be at the event so one can oversee the event while the other orients any new volunteers. EC's will have their own styles and ideas on how to deliver the message so this is just a general list, not a script.
 
NEW VOLUNTEER ORIENTATION CHECKLIST
 
Introductions:
  • Thank everyone for volunteering.
  • Have each new volunteer briefly introduce themselves and describe their experience level..
  • Make sure everyone has signed the waiver.
  • Observe their state of preparation (gloves, safety glasses, loppers, saws, etc.), and that they have proper equipment.
  • Volunteer equipment and preparation must comply with requirements outlined in the Save A Tree Day site.
  • Make note of anyone inexperienced or who may have special needs.
Safety  First:
  • Point out location of the first aid kit and break area.
  • Advise volunteers:.
    • Work at your own pace, there's no hurry.
    • Take rest breaks and hydrate frequently.
    • Keep a good working distance between yourself and others.
    • Do not try to pull vines down.
    • Check overhead as you move around the work area and avoid working under hanging branches or weakened trees.
    • Avoid multiflora rose unless you are experienced dealing with the thorns.
    • Stay away from poison ivy!
      • Do not touch your face if you have touched poison ivy (assume you have touched poison ivy even if you don't think you did).
      • There is Tecnu at the break area.
      • When you get home use Tecnu again, wash clothing immediately, take a shower, and assume there is poison ivy on your shoes.
    • Ticks: Check for ticks as soon as you can after working.
Plant Identification:
  • Point out poison ivy first, both vines and leaves.
  • Identify oriental bittersweet vines (large, small, on trees and in thickets).
  • Point out any beneficial plants.
  • When in doubt do not cut.
Describe The Work To Be Done:
  • Cutting oriental bittersweet vines, using the Glastonbury Method (demonstrate if possible):
    • Cut about 12" from the ground.
    • Then cut about 5' to 7' from the ground, so about a 5' section of the vine is cut out.
    • Throw the cut sections into pile(s) or leave where they drop (will be decided prior to event by Event Coordinators(s) for the particular area).
  • Cutting multiflora rose (experienced people with heavy gloves only) as needed to access oriental bittersweet vines.
  • DO NOT CUT beneficial plants ferns, shrubs, trees and other non-invasives.
  • WHEN IN DOUBT DO NOT CUT. Ask the Event Coordinator.
  • Let people know they don't have to work the whole SAT Day timeframe; if they are fatigued or uncomfortable with the work they should feel free to sign out.
  • Stay away from poison ivy!
Questions:
  • Ask if there are any questions.
  • Let volunteers know the Event Coordinator is there to answer any questions and help make sure it's a good, safe day for everyone.
  • Thank the volunteers again.
  • Ask everyone to advise the EC before they leave.

Partner Days

Overview:
 
Partners Days are a vital part of a broad-based community outreach effort and our goal to make invasive plant control a community-wide effort. For that to happen we need to "partner" with other interested groups.
 
One of the biggest things our group brings to the table is the fact that we have already established basic agreements with the Town on work practices, safety issues, and so on. Then we built an organizational framework around these agreements that allows us to execute the plan. By putting the framework on line it becomes available to prospective Glastonbury partners as well as organizations in other towns who may be facing similar challenges.
 
Core Strategies:
 
Our core stragegies are Save A Tree Days and, Partner Days (described below)..
 
Partner Days:
 
Partner Days are events where we partner with other organization(s) for a Save A Tree Day. There may be a public volunteer component as well as the Gold Level Team and other groups working at a single location. Partner Days are typically tailored for the specific event, group(s) involved, qualifications of expected volunteers and location.

The typical Partner Day is actually a hybrid of strategies 1 and 2 above, operating at the same site on the same day:
  • Gold Level Team: The Gold Level Team will operate based on the "Save A Tree" Day process, working independently with oversight provided by an Event Coordinator. This is described in the Save A Tree Day web site.
  • Partner Organization(s): Will organize their volunteers depending on levels of expertise. Highly experienced people will be given a brief orientation and work independently as part of the Gold Level Team. Less experienced people will be organized in teams, with a designated Team Leader, more detailed orientation, and an assigned work area.

Usually Partner Days will involve designated contacts for each organization. These contacts will meet prior to the event to tailor the precise organizational model for the specific event based on site, who is being invited to volunteer, etc, keeping in mind the need to remain within the models the Town has agreed to.