Streamline your project initiation phase with our comprehensive Project Management Project Intake Form Template, designed for effective project planning and execution.
1
Identify project request source
2
Gather project request details
3
Review the project request for completion
4
Create a summary of the request
5
Identify potential stakeholders
6
Approval: Request Review
7
Estimate the required resources
8
Identify potential risks
9
Prepare project intake form
10
Approval: Intake Form Review
11
Submit the intake form to the key stakeholders
12
Follow up for any additional information
13
Assess the viability of the project
14
Prepare a basic project plan
15
Approval: Project Plan
16
Communicate the project plan to involved members
17
Schedule project kick-off meeting
18
Start creating the project charter
19
Identify key project milestones
20
Final Approval: Project Milestones
Identify project request source
Identify the source from which the project request originated. This will help track the effectiveness of different channels and understand where to allocate resources in the future. What is the project request source?
Gather project request details
Collect all relevant information about the project request. This includes the project name, desired outcomes, time frame, and any specific requirements. What are the project request details?
Review the project request for completion
Thoroughly review the project request to ensure it is complete and contains all necessary information. Identify any missing details or unclear requirements. Does the project request contain all necessary information?
