Project Strategy Generator
A complete execution roadmap. Before you break ground.
Describe your project. Get a senior-level strategy report in under three minutes: code and zoning analysis, permitting strategy, phased execution roadmap, risk identification, team composition, and a deliverables checklist. The planning your firm does over weeks, delivered automatically on every project.
The problem
Project strategy lives in experienced heads. Not in your systems.
Your senior staff spends days assembling project plans from memory, spreadsheets, and past project files
Every new project starts from scratch because no two projects share the same regulatory landscape
Missed permit requirements and zoning constraints surface weeks into design when changes are expensive
Junior staff cannot produce the strategic thinking that wins projects and prevents costly surprises
Clients expect a clear roadmap at the proposal stage but your team does not have time to produce one for every pursuit
The solution
A senior architect, permit expeditor, and construction strategist. On every project.
Researches your specific jurisdiction for code requirements, permit processes, and zoning constraints automatically
Produces a phased execution roadmap with durations, milestones, dependencies, and critical path items
Identifies project risks by category and likelihood with specific mitigation strategies for each
Recommends team composition with roles, responsibilities, and when each team member should be engaged
Generates a deliverables checklist organized by project phase so nothing is forgotten
Creates a branded, downloadable report your team can use immediately or share with clients
What it actually does
Every feature your close needs. Nothing it does not.
Jurisdiction-Specific Research
trussnote automatically researches your project address for applicable building codes, local amendments, permit processes, and zoning requirements. Your strategy reflects what that jurisdiction actually enforces, not generic guidance from the base code.
Nine-Section Comprehensive Report
Project Overview, Code and Zoning Analysis, Permitting Strategy, Execution Roadmap, Timeline, Risk Identification, Efficiency Recommendations, Team Composition, and Deliverables Checklist. Every section is specific to your project. No filler, no generic language.
Phased Execution Roadmap
Not a list of tasks. A sequenced, phased roadmap with durations, milestones, dependencies, and critical path identification. Your team knows what happens first, what can run in parallel, and what blocks everything else.
Risk Register with Mitigations
Every risk categorized by type (Regulatory, Financial, Technical, Schedule, Environmental) and scored by likelihood. Each risk includes a specific mitigation strategy your team can act on immediately.
Team Composition Engine
Recommends the exact team you need: roles, responsibilities, engagement phase, and estimated hours. Know who to hire, when to bring them on, and what they should be doing at every stage of the project.
Branded PDF Export
Download a professional report with your firm logo and brand colors. Print-ready formatting with section headers, colored risk cards, and a deliverables checklist. Share with clients, lenders, or project partners.
How it works
Three steps to a better output.
01
Describe your project in two minutes
Project type, building type, address, estimated size and budget, scope notes. Tell us what documentation you already have. The more you provide, the more specific the strategy. But even minimal inputs produce a useful report.
02
Get a complete strategy report
Nine sections covering everything from code analysis to team composition. Every recommendation is specific to your project type, jurisdiction, and scope. No generic advice, no filler.
03
Download, share, and execute
Download the branded PDF. Print the deliverables checklist. Share the execution roadmap with your client. Use the risk register to plan contingencies. The strategy becomes your project playbook.
Output
What your strategy report includes
app.trussnote.com/project-strategy
Download Report
Multifamily Residential - New Construction
4821 NE Sandy Blvd, Portland, OR 97213
5
Phases
12
Milestones
4
Risks
7
Team Roles
Project Overview
12-unit multifamily residential development on a 0.34-acre parcel zoned RM2. Type V-A construction, R-2 occupancy classification. The project requires demolition of existing single-family structure and new 3-story wood-frame construction with at-grade parking. Portland Bureau of Development Services will require design review for projects over 10 units in the RM2 zone.
Assumptions Made
Type V-A Construction - Standard for 3-story multifamily under IBC
RM2 Zoning - NE Sandy Blvd corridor is predominantly RM2
Execution Roadmap
Due Diligence
4 weeksSite survey, geotech, title review, ALTA survey
Entitlements
8 weeksDesign review application, Type III hearing, neighborhood notice
Construction Documents
12 weeksFull permit set, structural, MEP, landscape
Permitting
8 weeksBDS plan check, corrections, Fire Bureau, SDC calculations
Construction
14 monthsDemo, foundation, framing, MEP rough, finishes, CO
Risk Identification
Parking variance required (0.8 spaces/unit vs 1.5 required)
Mitigation: File for adjustment with BDS. Document transit proximity and bike parking.
Design review hearing appeal by neighbors
Mitigation: Hold pre-application neighborhood meeting. Address massing and shadow concerns proactively.
Timeline Summary
Total estimated duration: 22 to 26 months from due diligence to certificate of occupancy. Critical path: design review hearing (8 weeks) and BDS plan check (8 weeks) are sequential and cannot be compressed.
Team Required
Tool consolidation
A week of planning. Now under three minutes.
Everything you were paying for separately, built into a single workflow your whole team will actually use.
Who it's for
Built for the whole team.
Architects
Walk into every project with a complete execution strategy. Know the code requirements, permitting timeline, and team needs before you draw a single line. Win more projects by showing clients you have already thought through every phase.
Developers
Underwrite projects with real data. See the permit timeline, entitlement risks, and team costs before you commit capital. Every strategy report is a due diligence document your lenders and investors can review.
General Contractors
Understand the full project scope before you price it. See the phased roadmap, identify the long-lead items, and know which risks will hit your schedule. Bid smarter with a strategy that covers what the drawings do not.
Get started
Generate your first project strategy free.
Describe your project. Get a nine-section execution roadmap with risks, team composition, and a deliverables checklist. No credit card required.