Plans & Studies
A multi-year plan needs one engagement record.
A comprehensive plan runs for two to three years through visioning, existing conditions, alternatives, the draft and adoption. Tortoise 40 keeps all of it in one project, instead of one folder per phase and a scramble at the end.
Why the record fragments
- 01
A new tool for every phase
Each phase gets its own survey, its own page and its own logins. Nothing carries forward, and no one can tell a resident what they were already asked.
- 02
Comments detached from the document
Draft review arrives as an inbox. Nobody can say which chapter, which page or which version a comment is about, so each one is matched by hand.
- 03
The appendix is built in the last month
The What We Heard appendix is assembled from files that no longer match each other, by someone who was not there when the input arrived.
Four products, one record.
Each part of the platform does one job in the sequence, and the record stays in the same project throughout.
Surveys, map activities, document review with page-level comments, dated updates and a results report, all filed under the one project.
One public address for the whole plan. A resident who engaged in year one can find what happened in year three without asking for a link.
Drafts themes, gaps and next actions from the evidence already collected, each with its source, for a planner to review and sign off.
Report production and exhibits when the plan document has to look like a plan document.
The whole plan, in one record
Each phase opens, closes and files into the same project.
- 01
Set the project once
The phases, the study area, the documents and the map are set at the start. Everything added later belongs to the same record and the same link.
- 02
Publish each phase as it opens
Visioning, existing conditions, alternatives. Each phase gets its own questions and its own closing date, and each one is dated when it opens.
- 03
Review the draft where it is written
Draft chapters are published as documents and comments arrive on the page they are about, against the version they were made on.
- 04
Keep the record live between phases
Updates are dated on the same page, so the gap between the alternatives and the draft is not silence.
- 05
Report from the record, not from memory
Participation, themes and the comments that carry them are produced from the collected input and exported for the adoption packet.
The same record, drawn.
A figure of the workflow above, labeled as an illustration rather than a screenshot.
Vision
year one
Conditions
year one
Alternatives
year two
Draft review
year two
Adoption
year three
Next
Writing a plan now?
Bring the phase you are in and we will show you how it files into the record the adoption packet needs.