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Pre-App Meeting Checklist & Template

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Pre-App Meeting Checklist & Template


Stop walking into pre-application meetings unprepared.


This ready-to-use Word template helps civil engineers, project managers, and land development professionals organize project information, ask better questions, and document critical feedback from City staff.


Whether you're working on a commercial site, subdivision, restaurant, bank, or mixed-use development, this template gives you a repeatable framework to make sure important items don't get missed.


What's Included

✔ Pre-application meeting agenda template

✔ Utility, drainage, transportation, zoning, and permitting discussion prompts

✔ Space to document City comments and action items

✔ Organized format for meeting notes and follow-up


Need help using this template?


https://www.youtube.com/watch?v=uCfau_euajE


File Format: Microsoft Word (.docx)

Disclaimer: This template is provided for educational and informational purposes only. It does not constitute engineering, legal, planning, or permitting advice. Users are responsible for verifying all requirements with the applicable jurisdiction and exercising their own professional judgment.

You will get a DOTX (31KB) file