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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)
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?”
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?"
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?"
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.
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:
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
Relationship Building
● Treat planners as allies, not adversaries
● Ask about their current workload
● Get their preferred contact method
● Thank them for specific helpful insights
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