The City Planning Meeting Playbook

Last week, I had to tell a client their plans they spent a fortune putting together weren’t feasible because the property didn’t allow it. Their 27-unit apartment project? Dead on arrival due to an overlay district that required 30% of square footage to be nonresidential.

Let's make sure this never happens to you.

🎯 THE PERFECT PRE-ACQUISITION PLANNING MEETING

BEFORE THE MEETING:

 Bring a simple site plan showing building footprint

 Have recent site photos

 Prepare a one-page project summary

 Research recent approvals nearby

CRUCIAL QUESTIONS (WITH REAL EXAMPLES)

  1. ZONING & USE DEEP DIVE Don't just ask: "What's the zoning?" Ask:

 "Can you confirm if there are any pending zone changes?"

 "Are there any moratoriums being discussed?"

 "What's the most recent project approved on this block?"

 "How does the city interpret live/work units in this zone?"

 “What are the allowable uses on the site?”

  1. PROJECT FEASIBILITY Don't just ask: "Can I build this?" Ask:

 "What would you do differently if this was your project?"

 "What similar projects have been controversial?"

 "Where do most projects get stuck in this area?"

  1. HIDDEN CONSTRAINTS Essential questions:

 "Are there any Q conditions on this property?"

 "What's the cumulative impact of all overlay zones?"

 "Any protected trees we should know about?"

 "Are there any alley dedications besides street dedications?"

  1. PROCESS INTELLIGENCE Strategic questions:

 "What's the real timeline for each entitlement path?"

 "Which hearing bodies will review this?"

 "What departments typically comment on this type of project?"

 "Any staff members we should specifically coordinate with?"

INSIDER TIP: Ask if there are any "unofficial" development standards that staff typically requires but aren't in the code.

  1. NEIGHBORHOOD CONTEXT Critical questions:

 "What's the hot-button issue in this neighborhood?"

 "Which neighborhood groups are most active?"

 "What was the last project denied in this area and why?"

 "Any council office preferences we should know about?"

POWER MOVE: Ask about recent appeals - they reveal what really matters to the community.

THE GOLDEN RULES:

  1. Documentation Is Everything

 Send a follow-up email summarizing EVERYTHING

 Include screenshots of any code sections discussed

 Reference specific names and dates

 Ask for written confirmation of major items

  1. Relationship Building

 Treat planners as allies, not adversaries

 Ask about their current workload

 Get their preferred contact method

 Thank them for specific helpful insights

  1. Red Flag Recognition Watch for these phrases:

 "Usually" or "Typically" (get specifics)

 "That might be tricky" (major warning sign)

 "You'll need to check with..." (signals complexity)

 "We haven't done that before" (prepare for battle)

BONUS PRO TIPS:

🔥 The $100K Question: "Has anyone else inquired about developing this property?" Why it matters: Reveals competing interests and previous proposals that failed

🔥 The Timeline Saver: "What application mistakes typically delay projects?" Why it matters: Each department has pet peeves - knowing them saves weeks

🔥 The Budget Protector: "What fees have changed recently or are about to change?" Why it matters: New fee schedules can add hundreds of thousands to project costs

Need help strategizing for your planning meeting? Reply to this email - happy to share more specific strategies based on your project type.

ABOUT JDJ LAND USE CONSULTING

At JDJ, we're in the business of making development deals work. We specialize in:

🏗️ Entitlements

 Navigating complex approval processes

 Securing discretionary approvals

 Managing CEQA compliance

 Coordinating with city departments

📋 Due Diligence

 Pre-acquisition feasibility analysis

 Zoning verification

 Development potential assessment

 Constraint identification

💼 Project Management

 Coordinating technical consultants

 Managing approval timelines

 Solving development challenges

 Streamlining entitlement processes