A footprint to sustainable production systems Develop a horticultural production plan – AHCPHT502A Workforce Innovations Program Project 275 Materials produced by Regional Skills Training Pty Ltd Funding provided by the DIISRTE Workforce Innovations Program AHCPHT502A – Develop a horticultural production plan WEB Activity I Fact I Website Contents 01 About yourself 3 02 Trouble with website links 3 03 How are these materials used 3 04 What are these learning materials about 4 05 Employability skills 5 06 Unit descriptor and how the unit applies to your workplace 5 07 Carry out preliminary planning activities 6 08 Determine the requirements of horticultural production 37 09 Schedule production activities 51 10 Monitoring of the production plan 61 11 Prepare and document the production plan and specification 68 12 Summary of key innovations/opportunities identified as a result of adopting these skills 70 13 Bibliography and source material 71 14 Being confident about your skill levels 73 15 Assessment 75 Copyright Notice Bridging the Gap between Chemical and Organic Food and Fibre Production. These interactive workbooks were produced by Regional Skills Training and funded by Department of Industry, Innovation, Science, Research and Tertiary Education, Workforce Innovations Program and are intended for free use to any student, RTO or school. Note that any work is copyright and should not be reproduced or copied for commercial gain. 2 AHCPHT502A – Develop a horticultural production plan 1 About yourself Please fill in your details below and save this PDF to your files. Name Phone Email 2 Trouble with website links Sometimes you may click on a web link and the site will say it is not available. Please revisit the site when you are next working on your resource materials as web sites are sometimes “off line” for maintenance reasons. If you are consistently unable to access a site you are free to answer any associated work book activity or assessment question by searching for and finding an alternative site that you feel is applicable. PLEASE INCLUDE THE LINK IN YOUR ANSWERS so we know where to look to check your information. 3 How are these materials used This workbook has a strong focus on the self‑directed application of knowledge. Completing this workbook and all formative assessments will thoroughly prepare you for your summative assessment. On successful completion of appropriate summative assessments provided by your Registered Training Organisation (RTO), you will achieve competency in this unit. Please complete the feedback form at the back of the unit and advise us of any links that do not work. Please complete the feedback form at the back of the unit and advise us of any links that do not work 3 AHCPHT502A – Develop a horticultural production plan This workbook has a focus on developing a production plan for agricultural or horticultural enterprises. 4 What are these learning materials about This workbook applies to any person working in a horticultural enterprise where they are required to develop a production plan. The scope of the workbook includes the following activities: • • • • • • Establish product specifications Research site factors and land use issues Select and source plants or plant material for seeding or propagation Design and incorporate infrastructure into planning Specify a monitoring program to cover the operation from sowing to sale Document and cost the production plan. This workbook has a strong focus on the self-directed application of knowledge with substantial depth in the areas of: • Establishment and maintenance of a range of enterprise horticultural products in relation to client needs and the standards required by the marketplace • Establishment of procedures, plant selection and cultural practices for a range of enterprise horticultural products • The advantages and limitations of sustainable horticulture systems • The role of business and marketing plans and client consultation processes in planning horticultural production • Processes and techniques for preparing, costing and documenting plans for and scheduling horticultural production. 4 AHCPHT502A – Develop a horticultural production plan 5 6 The statements below list the typical employability skills that would be applied in a situation related to developing a production plan for a horticultural enterprise. This unit of competency covers the process of developing a production plan for a horticultural enterprise, and defines the standard required to: Employability Skills This work book provides an opportunity to develop and apply employability skills that are learnt throughout work and life to your job. In completing your daily work tasks and activities and summative assessments related to this unit of competence, you must be able to demonstrate that you are applying the “employability skills” listed below to this competency. • • • • • • Communication skills Identify and accurately report problems Organisational skills Teamwork skills Technological skills Use mathematical ideas and techniques. UNIT DESCRIPTOR AND HOW THE UNIT APPLIES TO YOUR WORKPLACE • Carry out preliminary planning activities • Determine the requirements of horticultural production • Schedule production activities • Plan monitoring of the production plan • Prepare and document the production plan and specification. Industry sectors involved in production may include; nursery, turf, floriculture and production horticulture. Products may include; fruit, vegetables, herbs, flowers, foliage, bulbs, tubers, nuts, mushrooms, seeds, wild harvest plants and oils, and trees, shrubs, turf, and containerised and bare‑rooted plants. 5 AHCPHT502A – Develop a horticultural production plan 7 Carry out Preliminary Planning Activities Production planning is about acquiring and allocating limited resources (including personnel) to production activities, to deliver products that satisfy customer requirements, over a specified period of time. The objective for a sustainable horticultural business is to develop a plan that meets demand at minimum cost and maximum profit, without compromising quality or negatively impacting the environment. Producers across Australia are facing a number of production challenges. Some of these include: • • • • Rising cost of farm inputs Decreasing profit margins Globalisation of the food trade market Managing environmental issues (climate change, soil health degradation, water limitations) • Meeting changing customer/market requirements for affordable “clean, green, chemical free” produce • Keeping abreast of changing legislative and regulatory requirements. Many producers are meeting these challenges head on and implementing innovative production processes that not only increase production, but do so sustainably. The range of opportunities and innovations that could be introduced to horticultural production systems is significant. However, it is important that any small business does not get lost in the opportunities, so it is critical to complete adequate research and planning in the first instance to: • Define, understand and confirm client preferences and requirements for your horticultural product in accordance with your enterprise marketing and business plans. • Assess your production site for environment factors and risks. • Identify and if necessary, report sustainable land use issues that may affect your planned production system. • Conduct research into the legal requirements associated with the production site, and local by-laws and restrictions that may affect your production plan. • Conduct research into the characteristics and growing requirements of plant species. • Set production targets that are consistent with your marketing strategy and business plan. • Determine production requirements in terms of quantity, quality and availability of your product. When these activities are completed, a preliminary plan that reflects client preferences and requirements and takes into account site factors and any identified sustainable land use requirements, can be developed and presented to key stakeholders (e.g. management, partners, staff, suppliers, customers) for discussion and approval. 6 AHCPHT502A – Develop a horticultural production plan 7.1 Client preferences and requirements for the horticultural product are understood and confirmed according to the enterprise marketing and business plans When you asked another producer to describe his or her operation, the response usually gave information on the number of acres under production and the type of products grown. This made sense when the focus was on selling undifferentiated commodities to anonymous buyers. More and more, we are moving toward a production environment where producers sell differentiated products and are in direct contact with their customers. In turn, this creates an environment that is rarely static, with producers being required to capably change to meet market demands. The following extracts are provided to help you think about and determine what client preferences and market requirements are applicable to your production system and the types of places where you can find your initial information. The information is not an exhaustive list nor is it a recommendation of any system or standards. W EB Department of Primary Industries Victoria; What is Organic Farming? www.dpi.vic.gov.au/agriculture/farmingmanagement/organic-farming/introductionto-organics/organic-farming-standardsand-certification Organic standards specify the minimum requirements for production and processing of food and fibre products that are to be marketed as ‘organic’ or ‘biodynamic’. They outline the practices and specify material inputs that are either allowed or prohibited from use on certified organic farms. Standards are available to the public, allowing consumers and others to easily determine what is meant by the terms ‘organic’ and ‘biodynamic’ in the marketplace. Since January 1993, exports of organic produce have been required to meet Australia’s National Standard for Organic and Biodynamic Produce. All exporters, and the producers and processors supplying them, are required to be certified with accredited organic certification. These certifiers have developed their own versions of organic standards that cover all the requirements of the national Standard and may include additional requirements and restrictions. In 2009, after considerable public and industry consultation, Standards Australia published the ‘Australian Standard: Organic and Biodynamic Products’. This new standard can be used to define, and protect the integrity of, organic produce in Australia’s domestic markets. Organic standards and the principles they embody can be applied globally, but the details of how those principles are put into practice are largely site specific. It is up to each farmer to translate the principles and standards into practical on-ground management approaches that suit their farm with its particular crop, soil, water, climatic and environmental characteristics. 7 AHCPHT502A – Develop a horticultural production plan W EB Batt P and Thein V; “Examining Asian Attitudes to Australian Horticultural Products in Hong Kong, Malaysia and Singapore”; Australia; 2001. http://espace.library.curtin.edu.au/R/?func=dbinjump-full&object_id=169749&local_ base=GEN01-ERA02 “Australian fresh fruit and vegetable exporters are not particularly good at developing and maintaining long-term relationships with customers in South East Asia. Among the importers, Australia has developed the reputation as an inconsistent and unreliable supplier. With long-term relationships becoming increasingly important in the market, Australia must not only improve its image in the market, but seek to better satisfy customers requirements, for otherwise importers will pursue alternative sources of supply”. So what are the characteristics of your product? How do you keep abreast of changing customer requirements or emerging market trends? Do you feel confident that your product will meet these market requirements? The following activities will help you to define these within the context of your business. Remember that this workbook is designed to help you and your business. You will achieve the maximum benefit if you tackle the activities as a job that is important and useful to your business, rather than just an assessment activity to be completed as quickly as possible. Please include reference sources of information that you have used in your responses so that we can check these sources as required. With most exporters pursuing the domestic market, the quantities, quality and price of Australian produce is too variable. The small scale nature of the industry and the lack of any real coordination makes it difficult for exporters to respond to importers immediate needs, and, in the absence of any strong reliable brand, difficult to present a cohesive, unified image in the market. 8 AHCPHT502A – Develop a horticultural production plan Activity 1 Describe the characteristics of your product. Be as specific as possible. The following headings are guides only and you may wish to specify your product using different criteria. Criteria Description Name of Business Business Address Business Goals and Objectives Product Name Product Characteristics Customers/Market Inputs Intended Use Packaging Shelf Life Prepared/Sold In Labelling Instructions 9 AHCPHT502A – Develop a horticultural production plan In the following table: 1. List all of the key stakeholders involved in the production of your product, including yourself, your customers and others involved in the supply chain (column A). 2. Identify any requirements that they might currently have of your product and include these in column B. 3. Are there trends that you are aware of that will impact your product? If so, include these in column C “future requirements”. 4. Complete an honest appraisal of your product. Do you meet current/future requirements? Record the results in Column D and provide a brief explanation of why requirements are not currently met in Column E (if applicable). A Key Stakeholders B Current Requirements C Future Requirements D Requirements Met? E Explanation of Why Requirements Are Not Met 10 AHCPHT502A – Develop a horticultural production plan A Key Stakeholders B Current Requirements C Future Requirements D Requirements Met? E Explanation of Why Requirements Are not Met 11 AHCPHT502A – Develop a horticultural production plan 7.2 The production site is assessed for growing environment factors, services, site modifications and sustainable land use issues that may require further research. The production site is assessed for growing environment factors, services and site modifications. Sustainable land use issues that may affect planned production are identified and, if necessary, reported to relevant personnel for further research. Once you have an understanding of the products that you wish to produce, you need to assess the production site for growing environment factors, services, site modifications and any land use issues that may require further investigation. As a result of this assessment you may identify constraints that are: • Within your control and can therefore be managed. • Beyond your control. This may necessitate a re-think of your production enterprise to minimise losses from risks/weaknesses that you cannot manage. Land capability/land resource suitability refers to the ability of land to support a type of land use without causing damage. It considers both the specific requirements of the land use (e.g. rooting depth or soil water availability) and the risks of degradation associated with the land use (e.g. phosphorus export hazard or wind erosion). There are a number of methodologies used to describe land class. The following five land capability classes are used by the Western Australian Department of Agriculture and Food: W EB Department of Agriculture and Food WA; “LAND EVALUATION STANDARDS FOR LAND RESOURCE MAPPING”; WA; 2005; p70. www.agric.wa.gov.au/objtwr/imported_assets/content/lwe/rpm/landcap/tr298_part3.pdf Capability Class General Description 1 – Very high Very few physical limitations present and easily overcome. Risk of land degradation is negligible. 2 – High Minor physical limitations affecting either productive land use and/or risk of degradation. Limitations overcome by careful planning. 3 – Fair Moderate physical limitations significantly affecting productive land use and/or risk of degradation. Careful planning and conservation measures required. 4 – Low High degree of physical limitation not easily overcome by standard development techniques and/or resulting in high risk of degradation. Extensive conservation measures and careful ongoing management required. 5 – Very low Severe limitations. Use is usually prohibitive in terms of development costs or the associated risk of degradation. 12 AHCPHT502A – Develop a horticultural production plan Further examples of how to class land and determine capability are available from the following links: W EB NSW Agriculture; “Agricultural Land Classification – Agfact AC.25”; NSW, 2002. www.dpi.nsw.gov.au/__data/assets/pdf_ file/0004/189697/ag-land-classification.pdf W EB Department of Primary Industries, Parks, Water and Environment – Tasmania; “Land Capability”; Tasmania; 2012. www.dpipwe.tas.gov.au/inter.nsf/ThemeNodes/ LBUN-6EX9PS?open Once you have assessed your production site you should have a clear understanding of whether it is suitable for its intended purpose and the modifications that you may need to make (e.g. services, infrastructure, equipment) to efficiently and effectively produce your product. By recognising that your production site is part of a broader landscape you can develop a property plan that will better enable horticultural practices to coexist with the surrounding environment. By assessing the property from a holistic perspective, you can: • Better define the limitations/constraints/risks of soils, landscape and climate and match each production system to the most suitable parts of the property. • Take the following key areas of sustainability into consideration –– Vegetation management –– Water management –– Nutrient management –– Pest management. • Appropriately locate production system infrastructure such as dams, drainage systems and areas suitable for irrigation. (Source: NSW DPI; “Sustainable Horticulture – PRIMEFAC T 144”; NSW; 2006. W www.dpi.nsw.gov.au/__data/assets/pdf_ file/0020/60374/Sustainable_horticulture-_ Primefact_144-final.pdf EB 13 AHCPHT502A – Develop a horticultural production plan Activity 2 In the following table, identify the production requirements needed to produce and deliver your product as described in activity 1. Consider all aspects of your production site (e.g. soil, land class, water, infrastructure, equipment, resources, skills) required for production to post-harvest activities. The intent of this exercise is to thoroughly examine ‘what you have’ and identify any gaps that need to be filled. Category Requirement Description Requirements Met? Yes (Y)/No (N) What Is Your Current Situation? What Actions can be Realistically Taken to Meet the Requirement? e.g. Soil pH>6 N (pH=5.5) Mineralisation program required to increase pH level e.g. Land class Special class land Y During your production site assessment you may have discovered some sustainable land use issues that may affect your planned production. These need to be further investigated to determine whether your intended production system is viable. 14 AHCPHT502A – Develop a horticultural production plan Activity 3 Briefly discuss any significant conflicts between your land capability and the intended production system that may affect the long term viability of your enterprise: What steps will you take to further investigate these conflicts and whether they can be managed sustainably? 15 AHCPHT502A – Develop a horticultural production plan An essential part of production planning is to fully research and understand any relevant legislative and regulatory requirements. 7.3 Research is conducted into the legal attributes of the production site, and local by-laws and restrictions that may affect the production plan An essential part of production planning is to fully research and understand any relevant legislative and regulatory requirements that are applicable to your product and production site. There may be international, national, state and regional requirements that you will need to consider. If you produce more than one product you may have a range of requirements that need to be met, some of which may produce a conflict of interest. This can be complicated to sort through, but once you are fully informed, you can make the most appropriate decisions for your business. When researching applicable regulations, you need to consider all aspects of your production system such as; business registration and licensing, land preparation (e.g. clearing, irrigation), planting, harvesting, processing, packaging, transportation, marketing, quality assurance and any impacts that these processes have on the environment, staff and the community (e.g. OH&S, chemical use, machinery use, noise, waste etc.) The risks of not complying with relevant regulations can be significant and need to be proactively managed within any business enterprise: ABC News; “Farmer Fined for Clearing Land”; Australia; 5 June 2012. A farmer was fined $120 000 and ordered to pay the prosecutors costs, as well as some investigation expenses. The Land and Environment Court was told river redgums and some understorey cover were removed between 2007 and 2009 to open up part of a 65 hectare area to cropping and grazing, but no permit was granted for the clearing. The maximum penalty for the offence is a fine of $1.1m. Some other links/extracts that identify legislative/ regulatory requirements or industry based standards are listed below. Australian Government; “Legislation”; Australia; 2010. W EB www.weeds.gov.au/government/legislation.html Biological Farmers of Australia; “Australian Certified Organic Standard 2010: Version 1.0”; Australia; 2010. W EB www.bfa.com.au/IndustryResources/ BFAPublications/AustralianOrganicStandard.aspx http://tools.afr.com/search/_ files%5Cpdf%5Csamplereport.pdf (page 15) W EB 16 AHCPHT502A – Develop a horticultural production plan Activity 4 An important part of any horticultural production process is to comply with legislative and regulatory requirements and where applicable, national and international standards. Within the context of your product/business, conduct your own research and identify legislative and regulatory requirements and where applicable, national and international standards that are relevant to you. Hint: Consider OH&S, chemical use, waste management, environmental management, machinery use and maintenance, codes of conduct, industry standards and local council requirements. Complete the table below. A good place to start is to interview an experienced and successful producer in your region. Applicable Legislative, Regulatory Requirements and National/International Standards Source 17 AHCPHT502A – Develop a horticultural production plan 7.4 Research is conducted into the characteristics and growing requirements of plant species and cultivars that may affect the production plan Plant growth is reasonably predictable. If the way in which a plant grows and responds to the environment (e.g. temperature, rainfall) can be matched to the capability of the production system (land, infrastructure, skills and resources), then it is more likely you can develop a sustainable business, that is, one that works with nature rather than against it. Understanding the characteristics and growing requirements of plant species and cultivars for your production system requires detailed research. As you can see from the following extracts, the selection of ‘the right plants for the right site’ will ensure the long term vigor and viability of a horticultural enterprise. W EB NSW Agriculture; “Avocado Growing”; Agfact H6.1.1; NSW; 2003. www.dpi.nsw.gov.au/__data/assets/pdf_ file/0003/119739/avocado-growing.pdf The selection of a suitable site is of the utmost importance. Avocados are extremely susceptible to the root rot fungus Phytophthora cinnamomi. No avocado rootstock is completely resistant to this disease. Surface and subsoil drainage must be excellent. Sloping ground with a porous top soil structure may be unsuitable if clay bands or hard pans prevent the free flow of water through the soil. Checking the profile with soil pits to a depth of about 2 metres is a pre-requisite. Natural vegetation can indicate localised soakages and high water tables. Steep gradients particularly where trees are planted in banana plantations, make harvesting and other management operations difficult. The preferred aspect is a slope facing north to east. Plantings on these slopes with rows running northsouth maximises sunlight inception. Maintaining a constant moisture level assists in the overall strategy to control Phytophthora root rot. As a guide you should allow 3 to 5 megalitres of water per hectare per year for bearing trees, while on the Murray up to 15 megalitres per hectare per year could be required. Australia Macadamia Society; “Frequently-Asked QuestionsMacadamias in the OrchardWhat Growing Conditions Best Suit Macadamias?”; Australia; 2012. W http://macadamias.org/pages/faqs EB The Pros and Cons of Grapefruit Cultivars are Researched and ReportedW EB in the Link Below. www.nt.gov.au/d/Content/File/p/Fruit/IS44_selected_ suitable_grapefruit_cultivars_for_commercial.pdf Center for Micro Eco-Farming Movement; “Growing Heirloom Tomatoes for Profit”; USA; 2010. www.great-group-activities.com/all-abouttomatoes.html W EB There are usually a number of pros and cons associated with different cultivars of a species. When making a decision about which cultivar to select, tradeoffs may need to be considered. Consider the choice of tomato cultivars in the above extract. If the cultivar is matched to the environment and the market, a sustainable and profitable business can be developed. While the new (tomato) hybrids were a breakthrough for commercial growers, enabling them to produce a more transportable food crop with minimal spoilage, consistent color, and shelf appeal, little by little, other qualities began to drop out of production. Flavor, texture and vine ripening were not part of the breeding program. It is still the old-time open-pollinated and heirloom varieties that carry those highly soughtafter traits. 18 AHCPHT502A – Develop a horticultural production plan Activity 5 For each species that is applicable to your enterprise research the climatic conditions and characteristics of your growing environment that affect the growth of these species. Complete one table for each species. Plant Species Cultivar What Growing Environment Characteristics Typically Affect This Plant Season/Climate Conditions What Growth Occurs Does your Production Site Meet These Requirements (Y/N)? If No, How Will You Resolve the Issue? Plant Species Cultivar What Growing Environment Characteristics Typically Affect This Plant Season/Climate Conditions What Growth Occurs Does your Production Site Meet These Requirements (Y/N)? If No, How Will You Resolve the Issue? 19 AHCPHT502A – Develop a horticultural production plan Plant Species Cultivar What Growing Environment Characteristics Typically Affect This Plant Season/Climate Conditions What Growth Occurs Does your Production Site Meet These Requirements (Y/N)? If No, How Will You Resolve the Issue? Plant Species Cultivar What Growing Environment Characteristics Typically Affect This Plant Season/Climate Conditions What Growth Occurs Does your Production Site Meet These Requirements (Y/N)? If No, How Will You Resolve the Issue? 20 AHCPHT502A – Develop a horticultural production plan 7.5 Production requirements and targets are determined and are consistent with the marketing strategy and business plan. Production targets are set that are consistent with the marketing strategy and business plan. Production requirements in terms of quantity, quality and availability of the product are determined. A preliminary plan that reflects client preferences and requirements, and takes into account site factors and any identified sustainable land use requirements is developed and presented to appropriate personnel for discussion and approval. Often, producers set production targets as a measure of whether the enterprises objectives are being met. It is important to consider any other enterprise plans (e.g. business plan, strategic plan, policies, environmental plan, quality assurance plan and so on) to ensure that your production targets are aligned with the organisations broader vision, goals and objectives. W EB For example, one of the objectives of the Australian Lychee Growers’ Association is “to improve Lychee production practices across all growing regions to increase orchard productivity and environmental sustainability”. A specific performance target has been set to determine whether this objective is being met: “By 2012, production will increase steadily to 4,000t, an increase of 33%”. (Source: http://cms2live.horticulture.com.au/ admin/assets/library/strategic_plans/pdfs/PDF_ File_76.pdf). This target is ‘SMART’: • • • • • Specific Measurable Achievable Realistic and Time bound. Accessing relevant information from industry groups and local producers can assist in the development of realistic production targets for your enterprise. The following is an example of a publication that macadamia producers might find useful when establishing targets: Agri-Science Queensland; “Benchmark Report”; Australia; 2009. http://macadamias.org/assets/uploads/ uploads/000/000/618/original/Benchmark_ report_0910.pdf W EB There were major differences in nut‑in‑shell (NIS) and kernel yield between the top 25%, middle 50% and bottom 25% of farms in the survey sample. In 2009 and 2010, the top 25% of farms averaged 1.32 and 1.27 tonnes of sound kernel per bearing hectare. By comparison, the middle 50% of farms averaged 0.79 and 0.76 and the bottom 25% of farms only averaged 0.28 and 0.35 tonnes of sound kernel per bearing hectare. The “On‑Farm Economic Analysis in the Australian Macadamia Industry” found a very strong correlation between farm productivity and profitability. Once production targets have been established, you can develop a range of indicators that can assist you to monitor whether you are on track to achieving the targets from a holistic perspective. The following webpage contains a list of indicators identified for use at a property level. The targets that you set for your enterprise should keep this ‘SMART’ approach in mind. 21 AHCPHT502A – Develop a horticultural production plan Those with active links provide land managers with information about how to monitor the resource condition and trend of the particular attribute, and how their management actions influence it. Use of the indicators also enables land managers to reliably communicate what is happening on their property. W EB Environment and Resource Management – Queensland Government; “Land Manager’s Monitoring Guide”; Australia; 2012. See the difference between quantifiable targets and vague targets in the following table: Definitive Target Vague Target Achieve annual production Grow more target of 100 tonnes of apples. apples. Decrease water utilisation by 20% per annum Use less water. Achieve 10% increase in net profits per annum, over the next 5 years. Make more money. Attend > 2 training courses per annum. Get some skills. Improve soil pH to 6.0 across paddocks 1, 2, 3 and 4. Fix soil acidity. www.derm.qld.gov.au/monitoring_guide/index.html To be effective, production targets must be specific and quantifiable. Using timeframe, acceptable limits, numeric targets etc., allows for results to be easily compared from year to year, across areas within an enterprise, or against an industry benchmark/baseline so that trends can be ascertained. They are not vague, motherhood statements. 22 AHCPHT502A – Develop a horticultural production plan Activity 6 Complete the following table and identify: 1. Production targets for each enterprise, product, crop (provide definitive targets that can be measured and compared) 2. Any assumptions you have made 3. Any risks, issues and constraints that may prevent production targets being achieved. Enterprise, Product, Crop, Production Target Assumptions Risks, Issues, Constraints 23 AHCPHT502A – Develop a horticultural production plan Activity 7 Throughout this workbook you have completed a number of planning activities within the context of your production system. It is now time to pull all of this together and document a preliminary plan that you can present to appropriate stakeholders for discussion and approval. Your plan should include the following: 1. 2. 3. 4. 5. Title Page Table of Contents Executive summary (one page summary of key messages and recommended next steps) Introduction Overview of Production System –– Market specifications –– Legislative and regulatory requirements –– Production site assessment –– Plant species/cultivars and growing conditions –– Gaps to be addressed (e.g. modifications to production site) –– Potential Production Targets and Assumptions –– Risks, Issues, Constraints 6. Recommendations and Next Steps A template has been provided in the following pages. You may use the relevant sections of this template, or develop your own template. 24 AHCPHT502A – Develop a horticultural production plan REPORT TEMPLATE Insert Company Name Insert Plan Title Insert Company Logo and Company Details – Address, Telephone and Email 25 AHCPHT502A – Develop a horticultural production plan Current Version V Date Created/Amended Created/Amended By Acronyms Definitions 26 AHCPHT502A – Develop a horticultural production plan Table of Contents 01 Executive Summary 28 02 Introduction 28 03 Overview of Production System 29 3.1 Market Specifications 29 3.2 Legislative and Regulatory Requirements 29 3.3 Production Site Assessment 30 3.4 Plant Species/Cultivars and Growing Conditions 30 3.5 Gaps to be Addressed 31 3.6 Potential Production Targets and Assumptions 31 3.7 Risks, Issues, Constraints 31 04 Production System Requirements 32 4.1 Plant Species/Cultivars, Quantity, Cost and Availability 32 4.2 Plant Establishment Procedures 32 4.3 Cultural Management Procedures 32 4.4 Production Site Design 33 4.5 Harvest Schedule 33 05 Production Schedule 34 06 Marketing Plan 34 07 Record Keeping and Monitoring Plan 35 08 Recommendations and Next Steps 35 09 Appendices 36 10 References 36 27 AHCPHT502A – Develop a horticultural production plan 1 Executive Summary 2 Introduction 28 AHCPHT502A – Develop a horticultural production plan 3 Overview of Production System 3.1 Market Specifications 3.2 Legislative and Regulatory Requirements 29 AHCPHT502A – Develop a horticultural production plan 3.3 Production Site Assessment 3.4 Plant Species/Cultivars and Growing Conditions 30 AHCPHT502A – Develop a horticultural production plan 3.5 Gaps to be Addressed 3.6 Potential Production Targets and Assumptions 3.7 Risks, Issues, Constraints 31 AHCPHT502A – Develop a horticultural production plan 4 Production System Requirements 4.1 Plant Species/Cultivars, Quantity, Cost and Availability 4.2 Plant Establishment Procedures 4.3 Cultural Management Procedures 32 AHCPHT502A – Develop a horticultural production plan 4.4 Production Site Design 4.5 Harvest Schedule 33 AHCPHT502A – Develop a horticultural production plan 5 6 Production Schedule Marketing Plan 34 AHCPHT502A – Develop a horticultural production plan 7 Record Keeping and Monitoring Plan 8 Recommendations and Next Steps 35 AHCPHT502A – Develop a horticultural production plan 9 Appendices 10 References END OF TEMPLATE 36 AHCPHT502A – Develop a horticultural production plan 8 Determine the Requirements of Horticultural Production Plant species and cultivars that are appropriate to the site and consistent with the agreed preliminary plan are identified, and the required quantity calculated, costed and availability confirmed with the supplier. Let’s quickly summarise what you have looked at so far. • Activity 1: A description of your END PRODUCT characteristics and who are your key stakeholders. • Activity 2: What are your CURRENT soil conditions and land classes? • Activity 3: What potential conflicts have you identified between the soil type and land class, and your proposed production system and end product? • Activity 4: What legislation, regulations and standards will affect your production system? • Activity 5: What are the optimum climatic conditions and growing environments for the selected cultivars? • Activity 6: What are your expected production targets and what are the risks of not meeting them? • Activity 7: This activity has pulled everything together so far to complete your first draft “”broad overview”. Following discussions and approval of the preliminary production plan, you can now commence the detailed planning of your production enterprise. To put this into perspective, the preliminary planning phase is like ‘flying at 10,000 feet’. At this level, you can see the big picture and the direction in which you wish to head. The first part of your detailed planning is to confirm exactly which plants/cultivars you are going to use in your production system and the quantity required to meet customer requirements and production targets. This decision needs to take into consideration: • The plant species and cultivars that are appropriate to the site • The area of land that is suited to such production • The quantity of plants the land can sustainably support • The availability of the plant species/cultivars from local suppliers • Plant establishment procedures that suit the characteristics and growing requirements of your chosen plants • Sustainable land use practices (e.g. allocating land for wind breaks, crop rotations, diversity of plant species, integrated pest management) • The equipment, resources and infrastructure that are available (up front and on going) to plant, manage, harvest and process the desired quantity of plants. One of the traps that many producers can fall into is to ‘maximise’ rather than ‘optimise’ plant numbers. The wording is subtle but the difference to the bottom line can be significant. For instance, many macadamia producers in the northern rivers of NSW are now increasing the row spacings within their orchards, focusing on improving soil health, ground cover and reducing soil compaction. Why? The combination of these practices provides for more light infiltration, greater tree root growth to depth, better nutrient availability and improved water infiltration. The wider plant spacings can produce lower yields but a significantly higher quality product. As premium nut quality attracts higher prices, reduced yields can still equate to improved profits. Detailed planning brings you closer to ‘flying at ground level’ and you start to focus on what needs to happen to bring your plan to reality. 37 AHCPHT502A – Develop a horticultural production plan Activity 8 In the following table, identify the plant species and cultivars that you want to include in your production plan, the quantity that you require, the cost to purchase/deliver, the supplier and availability. Plant Species Cultivar Quantity Cost Supplier Availability 8.1 Plant establishment procedures consistent with the agreed preliminary plan are selected according to the characteristics and growing requirements of available plant materials, site factors, the resources and equipment available and the sustainable land use factors affecting the success of production Continuing with our example of macadamia orchard establishment, the following links provide further information on the factors to consider when planning the layout of the orchard and plant establishment procedures. These illustrate the inter-relationships between a multitude of environmental conditions and management decisions that are required to deliver a successful production system. W EB You will need to conduct your own research to determine what plant establishment procedures are relevant to your enterprise and production site. http://era.deedi.qld.gov.au/1964/2/mac-growing_guide_Part2.pdf W EB W EB www.dpi.nsw.gov.au/__data/assets/pdf_file/0005/75740/Macadamia-culture-in-NSW-Primefact-5---final.pdf http://macadamias.org/pages/the-macadamia-story www.abc.net.au/rural/content/2012/s3466405.htm W EB 38 AHCPHT502A – Develop a horticultural production plan Activity 9 Conduct your own research and update the table with your responses to the following: 1. Identify the plant establishment options that are relevant to your enterprise 2. Assess the strengths and weaknesses of each option 3. Identify the option that has the best fit for your enterprise. Option Strengths Weaknesses Recommended Option Reference/ Source 8.2 Determine cultural management practices and design the production site, taking into account the growing requirements of plants and sustainable land use practices Design of the production site includes irrigation and drainage systems, and takes into account the growing requirements of plants and sustainable land use practices. Cultural management of the growing environment from planting to harvest is provided for according to client requirements, site capabilities and enterprise standards, and encourages optimal growth. It is a daunting task to select the most sustainable and productive management practices and design a production site. You need to consider: • • • • • • • Physical growing requirements of the plant species Land class and soil characteristics Irrigation, water requirements Pest and disease management Efficient and sustainable cultural management practices Optimal yield Standards and regulations 39 AHCPHT502A – Develop a horticultural production plan Activity 10 For your selected species complete a detailed summary of the horticultural production practices that you will implement. In your summary you must give consideration to all of the factors listed above that affect sustainability as well as profitability. Sustainable Production Practices What are the Implications for Production Site Design and Associated Costs? Reference/Source 40 AHCPHT502A – Develop a horticultural production plan Now that you have created your own list in activity 10, check to see that you have adequately addressed the irrigation of your horticultural crop. Supply of water for irrigation has rapidly emerged as the biggest risk to sustainable and profitable horticulture businesses. Designing appropriate irrigation and drainage systems are of paramount importance when planning your production site and often require specialist advice and expertise. The following extracts are statements that have been provided to get you thinking about the factors to consider when planning your production sites irrigation and drainage systems. W EB DPI Victoria; “Irrigation”; Australia; 2011. www.dpi.vic.gov.au/agriculture/farmingmanagement/soil-water/irrigation/aboutirrigation Irrigation is the artificial application of water to land for the purpose of agricultural production. Effective irrigation will influence the entire growth process from seedbed preparation, germination, root growth, nutrient utilisation, plant growth and regrowth, yield and quality. The key to maximising irrigation efforts is uniformity. The producer has a lot of control over how much water to supply and when to apply it but the irrigation system determines uniformity. Deciding which irrigation system would be best for your operation requires knowledge of equipment, system design, plant species, growth stage, root structure, soil composition, and land formation. Irrigation systems should encourage plant growth while minimising salt imbalances, leaf burns, soil erosion, and water loss. Losses of water will occur due to evaporation, wind drift, run-off and water (and nutrients) sinking deep below the root zone. Proper irrigation management takes careful consideration and vigilant observation. Irrigation systems to consider include: Furrow systems: This system comprises a series of small, shallow channels used to guide water down a slope across a paddock. Furrows are generally straight, but may also be curved to follow the contour of the land, especially on steeply sloping land. Row crops are typically grown on the ridge or bed between the furrows, spaced from 1 metre apart. Flood or border check systems: These systems divide the paddock into bays separated by parallel ridges/border checks. Water flows down the paddock’s slope as a sheet guided by ridges. On steeply sloping lands, ridges are more closely spaced and may be curved to follow the contour of the land. Border systems are suited to orchards and vineyards, and for pastures and grain crops. Level basin systems: These systems differ from traditional border check or flood systems, in that slope of the land is level and areas ends are closed. Water is applied at high volumes to achieve an even, rapid ponding of the desired application depth within basins. Center-pivot sprinkler systems: A center-pivot sprinkler is a self-propelled system in which a single pipeline supported by a row of mobile towers is suspended 2 to 4 meters above ground. Water is pumped into the central pipe and as the towers rotate slowly around the pivot point, a large circular area is irrigated. Sprinkler nozzles mounted on or suspended from the pipeline distribute water under pressure as the pipeline rotates. The nozzles are graduated small to large so that the faster moving outer circle receives the same amount of water as the slower moving inside. Hand move sprinkler systems: Hand move sprinkler systems are a series of lightweight pipeline sections that are moved manually for successive irrigations. Lateral pipelines are connected to a mainline, which may be portable or buried. Handmove systems are often used for small, irregular areas. Handmove systems are not suited to tall-growing field crops due to difficulty in repositioning laterals. Labor requirements are higher than for all other sprinklers. 41 AHCPHT502A – Develop a horticultural production plan Solid set / fixed sprinkler systems: Solid set/fixed refer to a stationary sprinkler system. Water-supply pipelines are generally fixed (usually below the soil surface) and sprinkler nozzles are elevated above the surface. Solid-set systems are commonly used in orchards and vineyards for frost protection and crop cooling. Solid-set systems are also widely used on turf and in landscaping. Travelling gun sprinkler systems: Travelling gun systems use a large sprinkler mounted on a wheel or trailer, fed by a flexible rubber hose. The sprinkler is self-propelled while applying water, travelling in a lane guided by a cable. The system requires high operating pressures, with 100 psi not uncommon. Side-roll wheel-move systems: Side-roll wheelmove systems have large-diameter wheels mounted on a pipeline, enabling the line to be rolled as a unit to successive positions across the field. Crop type is an important consideration for this system since the pipeline is roughly 1 meter above the ground. Linear or lateral-move systems: Linear or lateralmove systems are similar to center-pivot systems, except that the lateral line and towers move in a continuous straight path across a rectangular field. Water may be supplied by a flexible hose or pressurised from a concrete-lined ditch along the field’s edge. Low-flow irrigation systems (including drip and trickle): Low-flow irrigation systems (including drip and trickle) use small-diameter tubes placed above or below the soils surface. Frequent, slow applications of water are applied to the soil through small holes or emitters. The emitters are supplied by a network of main, submain, and lateral lines. Water is dispensed directly to the root zone, avoiding runoff or deep percolation and minimising evaporation. These systems are generally used in orchards, vineyards, or high-valued vegetable crops. Activity 11 Activity 7 required you to summarise all of your research into a preliminary plan. Activities 8-10 have required that you get more specific and research the appropriate plant establishment and ongoing cultural practices to ensure a sustainable production system. You are now required to translate all of the information from your research to site plan/map, to scale, of your production site that identifies: • the areas for plant establishment (ensuring that the area, land type, slope etc. all allow for your selected cultural practices to be achieved) • infrastructure (e.g. buildings, access roads, fences, hot houses, processing facilities) • natural assets (trees, creeks) • irrigation and drainage systems • land class Attach your map to the Preliminary plan completed in activity 7. 42 AHCPHT502A – Develop a horticultural production plan One of the most critical requirements is to ensure your harvest period coincides with when the market wants your product. 8.3 Harvesting dates to meet market deadlines are determined according to enterprise policy We are now assuming that your production system has matured and you are ready to harvest a crop. One of the most critical requirements is to ensure your harvest period coincides with when the market wants your product. W EB Read the following statements and the different focus that producers might place on their products when deciding the most appropriate harvest dates. ‘’We all know what last season’s apples taste like – you can’t compare them to the new season when they come out, and olive oil is exactly the same.’’ As a small producer, his oil can move from tree to table in three to four weeks. This year’s harvest should be in the shops by the end of this month. Cobram Estate, Australia’s biggest producer, takes a little longer to process its oil, with new-season stock due to reach supermarkets by August-September. Most commercial farmers don’t place much focus on maintaining high nutritional values. However, when produce is grown locally by small farms, taste and nutritional value are paramount in the list of important qualities. Cobram took the plucky step of putting a harvest date of 2011 on its oil for the first time last year. The risk for a big producer is that it may not sell last season’s oil before the new one is out and also, there can be a difference in taste from harvest to harvest. Sydney Morning Herald; “Pipped at the Post”; Australia; June 19 2011. ‘’There shouldn’t be any reason why someone is consuming an oil that is more than a year old,’’ Cobram technical director Leandro Ravetti says. http://m.smh.com.au/lifestyle/cuisine/pipped-atthe-post-20120618-20jvs.html At Mount Zero Olives, Richard Seymour started putting a harvest date on his oil about five years ago. Olive oil is not like wine, he says: ‘’If you’ve ever tasted it straight off the press, there’s nothing like it – it’s absolutely fabulous. And from that day onwards it’s a slow decline. ‘’Realistically, it’s hard to have an extra-virgin olive oil that will last as extra-virgin for more than two years. That’s as far as you can go from a taste point of view and from a chemical aspects point of view.’’ Of course, one of the main reasons many Australian producers are reluctant to use a harvest date is because most imported oils in supermarkets don’t have one – some don’t even have a ‘’best before’’ date. ‘’It’s not unusual to find an overseas oil that is between two and four years old,’’ Ravetti says. 43 AHCPHT502A – Develop a horticultural production plan Activity 12 Now consider your produce, your enterprise requirements and those of your market/customers. Identify the most appropriate harvest times and explain why you have arrived at this decision: Do you have the right resources available at the right time to meet your harvest schedule? Explain how you will manage your resources to effectively and efficiently harvest your produce to meet your harvest dates: 44 AHCPHT502A – Develop a horticultural production plan 8.4 Resources, tools, equipment and machinery required for the establishment of the production site, propagation of plants, planting, cultural management of the growing environment, harvesting and postharvest care are identified, costed and availability confirmed with suppliers, contractors and appropriate personnel Throughout this workbook you have been gradually refining your production plan and should be at a point where you understand the ‘inputs’ that will be required to deliver your ‘outputs’. These inputs typically consist of land, plant and materials and labour. It is now time to take stock of your enterprise needs and develop a definitive list of requirements that can be costed. Think about: • • • • How much land you will need? What infrastructure you will need? What type of equipment you will use? The people (e.g. staff, contractors and consultants) required to design, implement, manage, harvest, store, process, distribute and market your product/s • Any other physical inputs necessary to produce your product. If you are new to the business or industry and uncertain about resource requirements, try talking with experienced producers, suppliers and educators/extension officers to begin brainstorming a realistic list of land, plant and machinery, equipment, labor and other input needs. If you plan to produce a specialty commodity or use an alternative management system, accurate production input records may not be readily available. In this case, your research may take you to the internet or some of the alternative project teams located at universities across the country. Once you have costed all inputs, you can then determine how best to fund them. For example, you may choose to lease rather than buy outright, share equipment with other producers, hire on an ‘as needs’ basis rather than full time, propagate plants rather than buy seedlings and so on. The choices that you make regarding resource use, acquisition and ownership can have a big impact on the overall profitability of your business. 45 AHCPHT502A – Develop a horticultural production plan Activity 13 Create a spreadsheet or use commercial financial management and production planning software applicable to your production system. Whatever you select must be capable of allowing you to create an accurate list of projected expenditure for your enterprise. Remember this is not a “cashflow” but a list of costs incurred before you achieve a product to sell. In creating the list: Identify the logical phases of your production system (e.g. planning, establishment, management, harvest, processing, storage, distribution, sales) • Identify the categories of expenditure within each phase (e.g. administration, utilities, materials, equipment, labour, fertiliser) • The quantity of each item required • The cost of each item • Any assumptions made • The supplier • The impact that a cost variation (+ 10%, – 10%) will have on your overall budget 46 AHCPHT502A – Develop a horticultural production plan 8.5 Workplace Health and Safety hazards associated with production activities are identified, risks assessed and controls developed according to enterprise guidelines, costed and documented in the plan As with all business activities, production based activities must be completed safely and within the parameters of WH&S legislation. Activity 14 Complete the following table related to workplace health and safety What are the risks of injury associated all aspects of your production enterprise? What measures will you implement to mitigate these risks? What will these measures cost the enterprise? 47 AHCPHT502A – Develop a horticultural production plan One of the most common WH&S risks in a physical workplace like a farm relates to ergonomic problems. A list of common issues is provided below to help your thinking related to your own production system. • Driving mobile machinery and vehicles • Using workshop tools • Manual handling e.g. lifting/lowering, pulling/ pushing, carrying, holding/restraining. • Identification of ergonomic problems is assisted by: –– Direct observation –– Consultation with other farm workers. Farm workers with a practical day to day knowledge of jobs will often be able to accurately identify risks to health and safety. –– Analysis of workplace injury records In assessing the degree of risk associated with any ergonomic problem, ask yourself the following questions: • How common are ergonomic and manual handling injuries ? • How severe are these injuries likely to be ? • How often and for how long is an individual exposed to ergonomic hazards? Have a look at the following extracts and links whilst considering these questions: W EB University of Sydney – Australian Centre for Agricultural Health and Safety; “Factsheet 6 – Ergonomics and Manual Handling on Farms”; Australia; 2012. www.aghealth.org.au/index.php?id=5030 Lyn Fragar and James Houlahan; AUSTRALIAN APPROACHES TO THE PREVENTION OF FARMINJURY; NSW Public Health Bulletin; Vol 13; No 5; pp 103-104. W www.publish.csiro.au/?act=view_file&file_ id=NB02044.pdf EB University of Sydney – Australian Centre for Agricultural Health and Safety; “Resources – Hazard Checklists with Action Plans”; Australia; 2012. W www.aghealth.org.au/index.php?id=5030 EB You have reached the site where farmers can download practical guidelines and resources to get started with a safety program for the farm. (THESE RESOURCES ARE FREE TO DOWNLOAD AND USE.)The resources that are available are: • WHS Introduction – that introduces you to the key principals of farm safety programs. You will need to read this first. • Hazard Checklists with Action plans – that provides help to find the common safety hazards on all farms, with plans for making the farm safer. • Safety Induction Templates – these provide guidelines for safety induction for workers and contractors. • Training Register – help to keep your records of training for your workers. 48 AHCPHT502A – Develop a horticultural production plan • Injury Register – this will help you learn from injuries that occur and put in place the necessary improvements. • Safety Guides – there are a number of safety guides to help you find the right solution to just about all the common safety risks on farms. Have a look at all the headings, these are really useful and are industry endorsed. Now that you have looked at these sites GO BACK to activity 14 and revise. Add to your list, any that you may have omitted which are applicable, so that it is an accurate reflection of the risks in your workplace. 8.6 Policy concerning out-of-standard products is identified according to enterprise customer service, quality assurance policies and marketing strategy During the detailed planning of any business activity it is easy to fall into the trap of being too optimistic, focusing on the positives and ignoring the negatives. One aspect that you need to consider is what to do in the event that your produce (or a percentage of produce) does not meet the standards you have set (e.g. market requirements, quality assurance requirements, certification requirements). In some instances the produce will need to be discarded and remedial actions may need to be implemented to prevent/minimise further losses. In other instances, it may also be possible to convert such produce into a ‘value-add’ proposition for your business, providing it can be done within the parameters of your capabilities and regulatory requirements. For example: • Produce an alternative product (e.g. strawberries = strawberry jam) • Diversify the business and bring in livestock that can feed on out-of-standard produce • Convert produce to compost • Reduce the price and sell as a second grade product • Identify an alternative market where the produce is to standard. For example, apple growers in Stanthorpe have discovered that the apples rejected by large retailers due to size or colour irregularities sell for higher prices at local farmers markets, where customers value taste and nutritional value above presentation criteria. 49 AHCPHT502A – Develop a horticultural production plan Activity 15 Develop a concise policy statement that will be used by you and your key stakeholders to identify: a. The specification/definition of an ‘out-of-standard’ product within your enterprise. You may have more than one grade of ‘out-of-standard’ product to consider b. What will happen to these out-of-standard products? 50 AHCPHT502A – Develop a horticultural production plan 9 Schedule Production Activities Staged implementation and development of product are outlined, where appropriate, with access for future works provided for according to client, enterprise and site requirements. Timelines for preparations, the establishment of the production site, propagation of plants, planting, cultural management of the growing environment, harvesting and postharvest care are determined taking into account the needs of the plant species and cultivars, the softscape and hardscape components, site conditions and any other planning requirements. Timing within the plan ensures that available enterprise production facilities and space are effectively and efficiently utilised. Marketing is planned and scheduled according to the production schedule and marketing strategy. Throughout this workbook you have completed a lot of planning and research to determine the requirements of your horticultural production system. It is now time to consider all of the activities that need to be completed, and the sequence in which they are to be implemented, to make this plan a reality. As with all change management projects, you need to tackle the implementation of your production system within the context of your business needs, values and available resources. When planning your implementation, will you implement everything in one ‘big bang’ or will you break it down into a series of manageable and incremental stages? For instance, you may want to conduct a small trial of a new practice before committing to a broad scale, commercial implementation across the entire enterprise. This incremental approach to implementation allows lessons to be learnt and practices to be refined before significant investments are made. Planning a staged approach to implementation, allows you to break the plan down into ‘bite size chunks’ or manageable stages which take any resource constraints into account. For each stage: • Itemise the resources required (people, equipment, tools, training, machinery, biological controls, modifications to equipment etc.) • Cost each item • Confirm resource availability or when the resource will be available (lead time) • Determine the tasks to be completed, who will complete the task, duration of each task and any dependencies between tasks • Prepare an implementation plan based on the above to determine the overall duration of the stage. Have a look at the following extract and see how this producer staged the introduction of Integrated Pest Management practices into his production system: South Australian Research and Development Corporation; “Case 4; National IPM Newsletter Issue 01; P12. W www.sardi.sa.gov.au/__data/assets/pdf_ file/0004/93631/IPM_Case_histories_-1.pdf EB Stage 1 – In response to participation in Western Flower Thrips industry workshops in 2001-02 the grower made the following changes: • Improved his greenhouse structure by increasing height and adding roof ventilation. • Improved farm hygiene program by clearing weeds early and removing Tomato Spotted Wilt Virus infected plants from the crop. Kept his plants generally healthy. • Began using yellow sticky traps before planting, and routine crop scouting as a basis to spray decisions. Stage 2 – Further changes in technology and practices were initiated by the grower in 2003-04 and assisted by SARDI staff and a horticultural consultant. • Shade-cloth was replaced with ‘anti-virus’ mesh. • Pest control trials using beneficial insects were conducted in a tomato crop. Overall the grower was very happy with the results of changes to his greenhouse design and crop scouting for summer control of thrips, TSWV and whitefly in tomatoes, but not in cucumbers. He wants to continue with IPM in these crops by working out how to overcome ventilation problems when using fine mesh, and would be willing to try beneficial insects again. As you can see there are costs and benefits and they don’t always stack up. The staged approach to implementation has enabled this producer to make objective decisions about the success of the IPM and whether to invest further or make modifications to the program. 51 AHCPHT502A – Develop a horticultural production plan Activity 16 Consider the size and scale of your production plan and how best to break this down into manageable stages for implementation. Identify your implementation stages in the sequence that they will be introduced and justify why you are implementing an action at a particular time. Stage No. Description Justify why you are implementing this action now 1 2 3 4 5 6 Now that you have identified the stages for implementation, it is time to identify the major tasks to be completed within each stage. For example: • • • • • • • • • • Planning Site Preparation Equipment and Infrastructure Installation Planting Manage Crop Harvest Process Store Distribute Marketing and Sales. The following document outlines a practical guide for the implementation of a permanent bed system for vegetable production. It has been provided as an example of the major activities that need to be considered when implementing such a system. As you can see, major activities are logical steps towards achieving the end result. W EB www.ahr.com.au/_files/pdfs/Best%20 Practice%20Manual%20-%20%20Project%20 VX01033.pdf 52 AHCPHT502A – Develop a horticultural production plan Activity 17 It is now time for you to break your stages down into major activities which should be listed in order of implementation. Complete one table for each stage. Stage No. Description Major Activities Description Major Activities 1 Stage No. 2 53 AHCPHT502A – Develop a horticultural production plan Stage No. Description Major Activities Description Major Activities 3 Stage No. 4 54 AHCPHT502A – Develop a horticultural production plan Stage No. Description Major Activities Description Major Activities 5 Stage No. 6 55 AHCPHT502A – Develop a horticultural production plan As you can see, you are gradually refining your approach to implementation and breaking down your ‘big picture project’ into manageable ‘chunks’. The next step is to further refine your major activities and: • Identify the tasks to be completed (e.g. plant seedlings) • Who will do it (e.g. nursery labourer)? • Resources (e.g. seedlings, pots, potting mix) • Duration – how long will the task will take (e.g. 3 months)? • Start and end dates (e.g. 1.1.2012 – 1.4.2012) • Any dependencies between tasks (e.g. cannot start until greenhouse is installed). When planning your implementation tasks and timelines, it is important to take into consideration the: • • • • • • Needs of the plant species/cultivars Softscape and hardscape components Site conditions Resource availability Skill levels Lead times for the delivery of equipment and materials • Holidays • Constraints identified throughout your planning activities (e.g. cannot excavate site until council has approved plans) • Broader requirements of the organisation (e.g. marketing strategy, HRM strategy, QA strategy). Once you have a plan, you are in control and can approach the implementation of your production system in a logical and systematic way. 56 AHCPHT502A – Develop a horticultural production plan Activity 18 It is now time to prepare your implementation schedule. Use the data that you identified in activities 16 and 17. Further refine your plan by completing the following table. YOU MUST COMPLETE A TABLE FOR EACH STAGE IN YOUR IMPLEMENTATION PLAN. The example has been provided to illustrate how to complete this table (one table per stage). At the end of this exercise you will have developed a baseline project plan and schedule for the implementation (stage by stage) of your production system. This means it is easy to track progress and make sure you are meeting implementation deadlines. Example Schedule Stage (A) Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Paddock 1 Planning Develop application A Jones Meet with local DA councillor to discuss plan 4 weeks 1 Jan 2012 1 Feb 2012 Order equipment A Jones - 4 weeks 1 Jan 2012 1 Feb 2012 Hire B Smith contractors - 4 weeks 1 Jan 2012 1 Feb 2012 Install fencing Contractor Fencing equipment 4 weeks and post hole digger 1 Feb 2012 1 Mar 2012 Install irrigation Contractor Ag pipe, water tanks, irrigation fittings 4 weeks 1 Feb 2012 1 Mar 2012 Soil B Smith preparation Plough, spreader bar, spray tank, minerals 4 weeks 1 Mar 2012 1 Apr 2012 Infrastructure installed Sow cover crop Seeds, fertilizer, plough, seed spreader 1 week 1 Apr 2012 8 Apr 2012 Soil prepared Infrastructure Planting B Smith Dependencies Planning complete No later than 30 April 57 AHCPHT502A – Develop a horticultural production plan Stage 1 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies Stage 2 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies 58 AHCPHT502A – Develop a horticultural production plan Stage 3 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies Stage 4 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies 59 AHCPHT502A – Develop a horticultural production plan Stage 5 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies Stage 6 Major Activities (B) Tasks Person Responsible Resources Duration Start Date End Date Dependencies 60 AHCPHT502A – Develop a horticultural production plan 10 Some QA programs that are relevant to horticultural producers are: Monitoring of the Production Plan • • • • Production activities to be monitored, the format for recording factors, frequency of monitoring and the thresholds for remedial action are determined according to enterprise and industry quality assurance policies. • • • • • • It is now time to consider how you will monitor your production activities, record keeping formats, frequency of monitoring and determine the thresholds for remedial action according to enterprise and industry quality assurance and environmental management policies. Monitoring is the regular gathering and analysis of information needed for your day-to-day management, to ensure that the production processes being implemented and expected outcomes/objectives are being achieved. Without good record keeping and monitoring, it is difficult for a business to accurately determine if system requirements are being met. This is especially important when there are multiple participants/staff. Monitoring needs to be based on a realistic but effective system suited to your business needs. Firstly you must be clear about: • What it is you are monitoring • The decisions you want to be able to make using the monitoring results • The information you need to collect to make these decisions. Then you need a system that enables you to: • Collect the information easily that you need • Use it to make decisions. If you are a member of a quality assurance program then you may be required under this certification scheme to have a number of specific performance indicators, record keeping, monitoring and verification processes in place to demonstrate your compliance with the QA program. Approved Supplier Programs Freshcare HAL Horticulture for Tomorrow Hazard Analysis Critical Control Points (HACCP) SQF 2000CM and SQF 1000CM Woolworths Quality Assurance Standard (WQA) ISO 9000 and ISO 9000 EurepGA. Enviroveg Managing Farm Safety. HACCP based programs require producers to assess potential hazards that need to be controlled and develop policies and procedures to monitor and verify these controls: • Control measures are an action or activity that can be taken to prevent or eliminate the hazard, or reduce it to an acceptable level. • Critical control points (CCPs) are the points during the production process at which the identified hazard can be controlled. • Monitoring may include such things as: a. Observation of staff undertaking procedures b. Checking and recording storage temperatures c. Recording calibration checks d. Checking and recording that cleaning activities have been carried out • Verification procedures may include such things as: a. Product testing b. Water and ice testing c. Swabbing of equipment and testing d. Review of records (cleaning records, pest control records etc.) e. Internal Audit. A TRAP: Operators in small horticultural enterprises are often monitoring their own actions. Unless specific monitoring procedures are put in place requiring checklists or diary entries to be completed, this task is often overlooked or let slide in place of other activities you may consider more important. If this happens you are putting your business at risk in a number of areas e.g. food safety breaches , not meeting QA standards or not meeting budget requirements. 61 AHCPHT502A – Develop a horticultural production plan Activity 19 Complete the following table and identify the monitoring activities that you will implement within the context of your production enterprise: Significant Impact/ Risk/Hazard Monitoring Activity or Indicator Method of Checking/ Guideline Used Who Checks? When do they Check? Where is it Recorded? 62 AHCPHT502A – Develop a horticultural production plan 10.1 Required remedial action is documented for implementation by staff according to enterprise and industry quality assurance policies One of the advantages of frequent monitoring and good record keeping is that you can respond quickly to issues that arise and prevent/minimise further losses. If things do get out of control (e.g. control limits are breached) then you and your staff need to know exactly what to do to regain control. This is called a corrective or remedial action. These actions should get the situation back in control, and also deal with any contaminated product if necessary. Corrective action is focused on: • Identifying the nonconforming produce to prevent it being inadvertently used. • Deciding what is to happen to the nonconforming product. • Adjusting the process to maintain control. • Recording the corrective action taken. A good example is in the case of inappropriate farm chemical usage (e.g. harvesting produce inside the withholding period or applying the chemical at a rate that exceeds label instructions). The corrective action might include: • Identifying which produce has been affected by excess chemical or has been harvested inside the withholding period. • Appropriate destruction of the product. • Reviewing the farm chemical spray program and ensuring that when sprays are utilised, the withholding period and label instructions have been followed. • Record the corrective action.Corrective actions can be recorded on a Corrective Action Record (CAR). 63 AHCPHT502A – Develop a horticultural production plan Activity 20 CORRECTIVE ACTION REPORT (CAR) Date: Corrective Action Report No: Area/Activity: Details of the Incident or Non-Compliance: (what happened?) Incident or Non-Compliance Review: (what was the cause?) Short term corrective action: (what will be done to rectify the situation in the short term?) Name: Date: Long term corrective action: (what will be done to rectify the situation in the long term?) Signed: Verification of corrective action and comments: (has the action above been taken?) Name: Close out date: Signed: Preventive action: (what action will be taken to prevent the same thing happening again?) Verified by: Name Date: Signed: 64 AHCPHT502A – Develop a horticultural production plan 10.2 Effectiveness of the monitoring system is reviewed on a regular basis according to enterprise and industry quality assurance policies. As with all monitoring systems, it is important that the effectiveness of the system is reviewed on a regular basis. This process is known as verification under HACCP principles. There are three main elements to verification: • Continuous internal review of the monitoring and corrective action records to ensure that the overall process is in control. • Internal and external auditing to ensure that the principles of HACCP are being followed and that the process and inputs have not changed. • Internal or external justification or validation that all relevant hazards have been identified, that the analysis of significance is valid and justified, the critical limits are appropriate and the monitoring and corrective action procedures are effective. W EB The Freshcare Code of Practice – Food Safety and Quality: 3rd Edition July 2009 identifies that: 10.3 The production program is compared with feedback and projections from clients according to sound business practice Once you have implemented your production system and monitored/evaluated its performance, you will be in a position to analyse this information and use it to improve your products, services and processes. This is termed ‘continuous or continual improvement’ and it requires the commitment of management to implement on an ongoing basis. Some key questions to ask yourself on a regular basis are: • Is the production system meeting the expected goals/objectives of the organisation? • How does it compare to other production systems (i.e. benchmarking)? • Is the production system improving over time and are these improvements making a real difference to the triple bottom line? • What do our customers really think of our product, what do they want in the future? • What innovations could we implement to improve production performance? www.freshcare.com.au/downloads The Freshcare Code of Practice – Food Safety and Quality: 3rd Edition July 2009 requires that: An internal audit of all activities and records relevant to the Freshcare Code of Practice Food Safety and Quality is conducted at least annually, at times when practices are occurring, and a record is kept. Workers responsible for completing sections of the internal audit are identified and, where possible, independent of the practices being assessed. 65 AHCPHT502A – Develop a horticultural production plan Continuous improvement requires an open minded approach and a willingness to really looking under the covers of the production system, take the good news with the bad news and use this information constructively to identify future improvements. Whilst many producers may feel uncomfortable with ‘negative’ feedback, the fact is that ‘doing nothing’ is the worst possible outcome. Deficiencies and gaps should be seen in a positive light as actions can be taken to resolve the issues or prevent further damage occurring. In this way, producers can be proud of identifying a problem and taking proactive steps to remedy the situation. Even though the following extract relates to the livestock industry it is a good example. It provides an example of how ‘negative’ results can be turned into ‘positive’ outcomes through recognising the problem, taking corrective action and monitoring the results for improvements. Can you see how this process is one of continual improvement and how a negative can be turned into a positive? Improving water use and quality in processing Water consumption at the Swift Dinmore meat processing facility was up to 5.5 megalitres per day and the capacity of the wastewater treatment plant was stretched, compromising performance and compliance with Environmental Protection Authority (EPA) regulatory requirements. Swift staff based their ‘Every Drop Counts’ campaign on the eco-efficiency processing manual, produced by MLA2 in collaboration with the Queensland Department of State Development and the Food and Meat Industries Taskforce, to reduce water consumption to 4.5 megalitres a day (an annual reduction of 184 megalitres – the equivalent of more than 70 Olympic swimming pools). This was achieved through eco-efficient measures supported by employee training and awareness, which significantly reduced water demand. Meat and Livestock Australia; “Promoting Responsible Use of Resources for a Healthy Environment – The Industry Impact”; Evaluation Series – 3.4 Ensuring Sustainability; Australia; 2009; pp2,3,5. Please copy and paste the highlighted section of the above link into a Google search then click on the first result to access this PDF document. 66 AHCPHT502A – Develop a horticultural production plan Activity 21 Identify ways in which you can achieve continuous improvement of your products, services and processes within your enterprise. What is the process? What is wrong with the process now? What can you implement to achieve continuous improvement? 67 AHCPHT502A – Develop a horticultural production plan 11 Prepare and Document the Production Plan and Specification Detailed plan, specifications and quotation are prepared based on horticultural conventions and the requirements of production, and presented to appropriate personnel for acceptance. Data should be presented in a simple, clear, and easily understandable format. Only the most important data should be presented. Comparisons of performance data over time are critical and comparing actual outcomes to targets is central to reporting results. Acronyms and jargon should be avoided. A minimum of background information should be provided to establish the context. Major points should be stated up front. Findings and recommendations should be organised around key outcomes and their indicators. Now that you have completed your detailed production planning, it is time organise the data into a suitable report to aid decision making and ensure a useful ongoing “tool” for the business. Throughout this process it is important to keep in mind what the data will be used for, who will use it and what their needs are. In this way, you will deliver a report that is practical, meaningful and ‘fit for purpose’. 68 AHCPHT502A – Develop a horticultural production plan Activity 22 This is the final activity for this unit and will assess your ability to “pull together a useful summary and recommendations related to your horticulture production plan. The report is to be concise, clear and presented as though you are summarising the performance of 1 enterprise in your horticulture production business. Take into account information you have collated in all activities throughout this unit You can use the Production Plan Template provided in pages 27–36 or develop your own but ensure you include a concise list of topics such as: Title Page Table of Contents Executive summary (one page summary of key messages and recommended next steps) Introduction Overview of Production System –– –– –– –– –– –– –– Market specifications Legislative and regulatory requirements Production site assessment Plant species/cultivars and growing conditions Gaps to be addressed (e.g. modifications to production site) Potential Production Targets and Assumptions Risks, Issues, Constraints Production System Requirements: –– –– –– –– –– Plant species/cultivars, quantity, cost and availability Plant establishment procedures Cultural management procedures Production site design Harvest schedule Production resources and costs Production schedule Marketing plan Record keeping and monitoring plan Recommendations and Next Steps Appendices References Attach your report to the end of this workbook including the previously completed site map/plan and submit it to your lecturer for assessment. 69 AHCPHT502A – Develop a horticultural production plan 12 Summary of Key Innovations/Opportunities identified as a Result of Adopting these Skills The adoption of new opportunities and key innovations should always be considered from the perspective of the triple bottom line. However each producer will need to determine: • What are the most important aspects of each opportunity and innovation? • How can a new innovation or opportunity be sustainably applied to your business or production system? The summary below is provided as a list of suggestions. It is by no means complete. It is also unrealistic to assume any single business can adopt every opportunity. • Improved understanding of developing a production plan (preliminary and detailed). • Improved ability to influence/convince key stakeholders to proceed from planning to implementation. • Establish SMART production targets and introduce monitoring programs to continually improve business performance. • Improved understanding of the production site and its capabilities to support plant species/ cultivars. • Establish clear business direction based on sustainable, quantifiable and measurable goals and clear targets. • Improve ability to secure business funds as a result of documenting a sound production plan. • Understand the landscape and its capabilities and how to respond to environmental challenges and opportunities. • Potential increase to production levels and resource use efficiency by matching inputs to areas of the site that give the greatest returns. • Increase ability to financially plan for future developments and prioritise production activities and environmental management. • Understand and comply with relevant legislation, regulations and code of practice to reduce liability and improve product quality and reputation. • Optimise resource efficiency and reduce input costs. • Enhance business performance and maintain corporate social responsibility. 70 AHCPHT502A – Develop a horticultural production plan 13 Bibliography and Source Material Organisation Standard Legislation AQIS – Australian Quarantine and Inspection Service Australian Government Contact Details Web Site Reason for Inclusion www.daff.gov.au/aqis/ about/structure www.daff.gov.au/aqis Import and export inspection and certification. National Standard for Organic and Biodynamic Produce. Legislation Australia Macadamia Society www.environment.gov. au/biodiversity/invasive/ weeds/contacts/index. html www.weeds.gov.au/government/ legislation.html Example of legislation that applies to enterprises regarding weed management. http://macadamias.org/ pages/contacts http://macadamias.org/pages/ faqs Frequently-asked questions Macadamias in the orchard What growing conditions best suit macadamias? Biological Farmers of Australia Australian Certified Organic Standard 2010 Business Victoria Department of Agriculture, Fisheries and Forestry – Australian Government Department of Primary Industries NSW Soil Health Knowledge Bank www.bfa.com.au/ ContactUs.aspx www.bfa.com.au/ IndustryResources/ BFAPublications/ AustralianOrganicStandard.aspx Organic Standard 2012, version 1.0 www.business.vic. gov.au/BUSVIC/ FEEDBACK/ FEEDBACK. html,contextPC= www.business.vic.gov.au Business Victoria is a comprehensive online resource designed to help you start, run and grow your business. www. soilhealthknowledge. com.au/index. php?option=com_cont ent&view=article&id=2 &Itemid=4 www.soilhealthknowledge.com. au/ Soil health knowledge bank provides a range of resources to assist farmers develop sustainable soil management policies, procedures and monitoring systems. www.dpi.nsw.gov.au/ aboutus/about/contact www.dpi.nsw.gov.au/__data/ assets/pdf_file/0004/189697/agland-classification.pdf www.daff.gov.au/__data/assets/ pdf_file/0019/1623214/beef.pdf Land classification system. Publication: How to write a business plan and review farm performance. www.dpi.nsw.gov.au/aboutus/ resources/bookshop/agguidehow-write-business-plan Department of Primary Industries, Parks, Water and Environment Tasmania www.dpipwe.tas.gov. au/inter.nsf/WebPages/ MROD-4VMUA5?open# ContactingUs www.dpipwe.tas.gov.au/inter. nsf/ThemeNodes/LBUN6EX9PS?open Land capability matrix Department of Primary Industries Queensland http://agbiz.business. qld.gov.au/support/ feedback-form.htm http://agbiz.business.qld.gov.au/ Agbiz – Agribusiness decision support toolkit. Department of Primary Industries Victoria www.dpi.vic.gov.au/ about-us/contact-us www.dpi.vic.gov.au/agriculture/ farming-management/businessmanagement There are many facets to a farm business that producers need to manage, including financial, environmental, animal welfare, risk management, occupational health and safety and marketing. FarmPoint – Business planning tools, templates, methods, tutorials, links and other useful resources. DPI provides information and research about different ways to increase productivity and how to access markets. You can also find tools and ideas to help you run your farm more effectively. 71 AHCPHT502A – Develop a horticultural production plan Organisation Standard Legislation Contact Details Web Site Reason for Inclusion Environment and Resource Management – Queensland Government Land Managers Monitoring Guide www.derm.qld.gov.au/ contactus/index.html www.derm.qld.gov.au/ monitoring_guide/index.html The Land Manager’s Monitoring Guide (LMMG) provides land managers with a suite of natural resource monitoring information to assist them with monitoring and demonstrating the results of more sustainable management. Freshcare The Freshcare Code of Practice – Food Safety and Quality www.freshcare.com.au/ downloads Freshcare Code of Practice Kondinin Group Factsheets www.kondiningroup. com.au/static. ASP?t=1&I=0 www.kondiningroup.com.au/ static.ASP?t=2&I=19 The Small Landholder Information Service (SLIS) has teamed up with Kondinin Group to deliver a series of technical notes on running a small farm, or property. This series of noteworthy fact sheets provide practical information from the Department of Agriculture and Food WA to help small landholders make better choices. www.nasaa.com.au/ contact.html www.nasaa.com.au/resource2. html# Resource Centre – Forms and templates are available for organic producers. NASAA Certified Organics NSW Government – Land and Property Information SIX Spatial Information Exchange www.lpi.nsw.gov.au/ about_lpi/contact_us https://six.nsw.gov.au/wps/ portal/!ut/p/b1/04_SjzQ0tTAz MDOwNDbXj9CPykssy0xP LMnMz0vMAfGjzOKDnZxCT R0NzQwNzJ1dDDwNzfxMnE MNvfzNDPSDU_P0c6McFQG yE71G/ Farm mapping technology. Primary Industries and Regions South Australia (PIRSA) – South Australian Government SA Environmental Legislation www.pir.sa.gov.au/ pirsa/contact_us www.pir.sa.gov.au/pirsa/nrm PIRSA’s role in Natural Resource Management (NRM). PIRSA is committed to a number of priority areas in sustainable primary industries. PIRSA’s Agriculture, Food and Wine Division develops and implements policies, legislation, regulatory frameworks and programs to promote an optimal business and a natural and social environment within which primary industries can grow. This website contains useful resources/ links relative to sustainable agriculture polices, legislation, decision support tools etc. University of Southern Queensland – National Centre for Engineering in Agriculture www.ncea. org.au/index. php?option=com_cont ent&task=view&id=69& Itemid=87 www.ncea.org.au/index. php?option=com_content&task= view&id=68&Itemid=85 Reducing Farm Energy Costs – Research activities and completed projects. University of Sydney – Australian Centre for Agricultural Health and Safety www.aghealth.org.au/ index.php?id=7 www.aghealth.org.au/index. php?id=5030 This website is a useful resource for Australian farmers to understand, implement and monitor risk management strategies for occupation health and safety related events. University of Western Sydney -- www.uws.edu.au/__data/assets/ pdf_file/0020/12917/Hazard_ Identification_Risk_Assessment_ and_control_Procedure_2008. pdf Risk management framework 72 AHCPHT502A – Develop a horticultural production plan 14 Being confident about your skill levels Before commencing on your summative assessment take a few minutes to review this workbook and ensure you feel that you are confident about your skill levels related to this topic. Use the table below to help check your skills. Before commencing your final assessments it is important to review any sections in which you feel unsure. *Remember* It is always OK to ask your assessor /lecturer questions. The following table provides a list of skills and knowledge you should have after completing this workbook. Review this table and: 1. Put a tick in the column if you can do this now and a brief comment as to why you believe you have this skill 2. Put a tick in the next column if you feel you need more practice and a brief comment as to why 3. If you require further training, complete the third column listing what training is needed. Show this list to your supervisor or assessor and ask for more time or training before completing the summative assessments. Ref Skills/knowledge you should have 1 Communicate and negotiate orally and in writing with the client, staff, managers, suppliers, contractors and consultants 2 Research and evaluate information 3 Record all relevant information 4 Comply with legislative requirements 5 Document plans, specifications and production work procedures and write reports for the understanding of staff, managers, clients and contractors 6 Calculate the cost and spatial and logistical requirements of components of the horticultural production plan 7 Establishment and maintenance of a range of enterprise horticultural products in relation to client needs and the standards required by the marketplace I can do this now I need more practice and must review the work before completing final assessments What additional training do I need 73 AHCPHT502A – Develop a horticultural production plan Ref Skills/knowledge you should have 8 Establishment procedures, plant selection and cultural practices for a range of enterprise horticultural products 9 The advantages and limitations of sustainable horticulture systems 10 The role of business and marketing plans and client consultation processes in planning horticultural production 11 Processes and techniques for preparing, costing and documenting plans for and scheduling horticultural production. I can do this now I need more practice and must review the work before completing final assessments What additional training do I need 74 AHCPHT502A – Develop a horticultural production plan 15 Assessment You have now reached the end of this workbook. All of the information and activities you have covered have developed your skills to competently develop a horticultural production plan for your workplace. Your competency may be assessed through your successful completion of all formative activities throughout this workbook. Alternatively, your RTO may require completion of a final summative assessment. You will need to discuss this with your RTO. FEEDBACK This workbook has been developed to guide users to access current information related to gaining skills appropriate to their workplace. Please complete the following table notifying us of any errors or suggested improvements. Subject Name Book Number Page What is the error Suggested improvement 10 You tube video is not accurate Better websites / You Tube example Is there a link to your suggested improvement Additional comments Click here to email your feedback form to RST 75
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