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SuccessionExpert answer · 1 min read

How do I document my plant knowledge before I retire from my nursery?

Start by recording what you do by season and by plant: propagation methods, feeding, pest watch, culling decisions and customer favourites. Use notes, photos and short videos, and have your successor read, test and add to them while you are still available.

Begin with the calendar. For each plant group, write what you do in each season, when you do it and how you know it is time. Many of your best decisions rest on observation, such as the colour of a leaf or the feel of the soil, so describe the signs you look for and not only the dates. Photos and short videos taken during real work capture detail that writing misses.

Add the problem history: which varieties struggle in which beds, which pests return, what you tried and what failed. Record the sources, too. Note the growers and suppliers you trust for cuttings, seed and stock, and why. If any plant names or propagation rights come with restrictions, ask your lawyer and an intellectual property adviser how they pass to a new owner.

Test the notes. Ask your successor, or a trusted employee, to follow a page without your help and tell you where it confuses them. Revise it. Keep the collection in one place, and make a copy that does not depend on a single computer. If you plan a gradual exit, set a schedule of check-ins so questions can be answered after you step back.

Key takeaways

  • Record the signs you watch for, not only the dates.
  • Capture problems and failures along with what works.
  • Have your successor test the notes while you can answer.

Sources

This answer is checked against primary sources. Links were last confirmed on the dates shown.

  1. 01
    Business Development Bank of CanadaGovernment
    Advice for succession planning - Articles and tools
    bdc.ca·Checked Oct 22, 2026
  2. 02
    Business Development Bank of CanadaGovernment
    What is succession planning?
    bdc.ca·Checked Oct 22, 2026
  3. 03
    Business Development Bank of CanadaIndustry
    How to sell your business
    bdc.ca·Checked Aug 14, 2026
  4. 04
    Canadian Federation of Independent BusinessResearch data
    Succession Tsunami: Preparing for a decade of small business transitions
    cfib-fcei.ca·Checked Aug 14, 2026

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