GEAR Foundation – Field Mission Workbook

1) Mission Purpose (Summary)

Top-of-document box

This trip is for:

Relationship building
Land and environmental assessment
Partnership exploration
Risk evaluation
Strategic viability review

This trip is NOT for:

Promising funding
Announcing projects
Agreeing to land purchase
Setting timelines

By end of mission we have enough data to recommend:

Proceed Pause Decline

2) Team Roles & Daily Responsibility Sheet

Assign owners

Team Member Name	Role	Role Code	Key Duties	Notes
	Mission Lead		Leads mission; approves final Trip ID and scope; coordinates with HQ; ensures unified messaging and decision-making.
	Community Engagement Lead		Leads relationship building; listening sessions; stakeholder map; tracks concerns, expectations, and conflict signals.
	Environmental & Project Assessment Lead		Leads site screening (soil, water, access, flood risk); consolidates feasibility ratings; notes constraints and non-starters.
	Documentation & Legal Observer		Maintains evidence package; GPS/photos; claimant notes; document copies; logs any payment requests or pressure.
	Field Supervisor		Oversees day-to-day field work; assigns tasks to technicians and operators; confirms safety procedures; reviews field data.
	Field Technician		Collects and records technical data; uses testing equipment (water, GPS, soil tools); documents conditions; verifies Parcel / Site IDs.
	Field Operator		Handles operational and physical work; sets up and transports equipment; supports installation or repairs; assists technicians on site.
	Community Liaison / Volunteer		Connects team with community; communicates with leaders; coordinates volunteers; explains project goals; records community feedback.

Field Mission Role Codes: ML (Mission Lead) • CEL (Community Engagement Lead) • EPAL (Environmental & Project Assessment Lead) • DLO (Documentation & Legal Observer) • FS (Field Supervisor) • FT (Field Technician) • FO (Field Operator) • CLV (Community Liaison / Volunteer).

Mission Record Helper (Trip ID + Role Code)

Current Trip ID

Role Code

Mission Record ID

Formula: Mission Record ID = Trip ID + \" | \" + Role Code. Example: LIB-WATER-20260310-20260314 | FT.

Daily Debrief Notes (end of day)

Key facts learned • red flags • missing evidence • next-day priorities

3) Day-by-Day Field Worksheet — Day 1 (Relationship & Listening)

Day 1

Use as many days as your mission requires. Leave unused days blank.

Leaders Present:

Power Influencers Identified:

Community Concerns:

Signs of Conflict or Political Tension:

Internal Debrief Notes:

3) Day-by-Day Field Worksheet — Day 2 (Land & Technical Assessment)

Day 2

GPS Coordinates (key points)

Boundary corners • water source • access junctions

Sketch / Notes (boundary, landmarks, access)

3) Day-by-Day Field Worksheet — Day 3 (Alignment & Expectation Management)

Day 3

Community expectations:

Unrealistic expectations identified?

Yes No

If yes, note specifics and how it was corrected.

Benefit-sharing ideas discussed:

Follow-up timeline communicated:

3) Day-by-Day — Day 4 (Additional mission day)

Day 4

Day focus / theme:

Leaders present:

Key activities & notes:

Internal debrief:

3) Day-by-Day — Day 5 (Additional mission day)

Day 5

Day focus / theme:

Leaders present:

Key activities & notes:

Internal debrief:

3) Day-by-Day — Day 6 (Additional mission day)

Day 6

Day focus / theme:

Leaders present:

Key activities & notes:

Internal debrief:

4) Land Due Diligence Checklist (Liberia Context)

Tick + rate

Customary vs deeded land clarified
All clan/family claimants identified
Authority to lease confirmed
No conflicting boundary claims reported
Documentation copies collected
No payment discussed
No verbal agreement made

Risk Rating (1–5):

1 = low risk / clear authority • 5 = high risk / unclear claims

5) Honey + Nursery Feasibility Sheet

Rate 1–5

Nursery

Soil Quality (1–5)
Water Access (1–5)
Shade Coverage (1–5)
Road Access (1–5)

Animal Development

Grazing Potential (1–5)
Fencing Feasibility (1–5)
Water Reliability (1–5)

Honey Project

Floral Diversity (1–5)
Chemical Exposure Risk (1–5)
Community Acceptance (1–5)

Feasibility Notes (constraints, missing inputs, operational risks)

6) Risk Matrix Table

Low / Medium / High

Category	Low	Medium	High	Notes
Legal
Environmental
Social
Political
Financial
Reputational
Export readiness

7) Internal Risk Scoring Sheet (End of field assessment)

Team-only

Factor (score 1–5)	Score	Notes
Legal clarity
Community stability
Environmental viability
Strategic alignment
Long-term scalability

Average Score:

Recommendation

Proceed Proceed with Conditions Pause Decline

If “Proceed with Conditions”, list conditions clearly.

8) Documentation Checklist

Evidence completeness

Photos (geo-tagged)
GPS coordinates recorded
Attendance list
Signed meeting notes
Land boundary sketch
Copies of documentation

Missing items / plan to obtain

9) Post-Trip Deliverables Reminder

Within 48 hours

Field Report
SWOT
Risk Summary
Recommendation Memo

Code of Conduct (Final Page Box)

Non-negotiables

Bold reminder:

No verbal commitments
No land price agreements
No deposits
Unified communication
All negotiations documented

Final statement:

“This visit determines whether GEAR builds a 20-year presence here. Move with patience. Decide with discipline.”

Print note: Designed for black-and-white printing. Use your browser Print dialog to save as PDF.