{"id":47618,"date":"2024-03-30T04:04:16","date_gmt":"2024-03-30T04:04:16","guid":{"rendered":"https:\/\/www.process.st\/templates\/?p=47618"},"modified":"2026-02-16T16:27:14","modified_gmt":"2026-02-16T16:27:14","slug":"project-management-project-intake-form-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/project-management-project-intake-form-template\/","title":{"rendered":"Project Management Project Intake Form Template"},"content":{"rendered":"\n<section id=\"identify-project-request-source\">\n <h2>Identify project request source<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/tbnfvXnQHFT92CDfRz1Hkg\/Project-Management-Project-Intake-Form.png\" alt=\"Identify project request source\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/tbnfvXnQHFT92CDfRz1Hkg\/Project-Management-Project-Intake-Form.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">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?<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project Request Source <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"gather-project-request-details\">\n <h2>Gather project request details<\/h2>\n <div class=\"text-content\">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?<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Desired Completion Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project Description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific Requirements <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-the-project-request-for-completion\">\n <h2>Review the project request for completion<\/h2>\n <div class=\"text-content\">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?<\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project Request Completion <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"create-a-summary-of-the-request\">\n <h2>Create a summary of the request<\/h2>\n<\/section>\n<section id=\"identify-potential-stakeholders\">\n <h2>Identify potential stakeholders<\/h2>\n<\/section>\n<section id=\"approval-request-review\">\n <h2>Approval: Request Review<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Review the project request for completion<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"estimate-the-required-resources\">\n <h2>Estimate the required resources<\/h2>\n<\/section>\n<section id=\"identify-potential-risks\">\n <h2>Identify potential risks<\/h2>\n<\/section>\n<section id=\"prepare-project-intake-form\">\n <h2>Prepare project intake form<\/h2>\n<\/section>\n<section id=\"approval-intake-form-review\">\n <h2>Approval: Intake Form Review<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prepare project intake form<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"submit-the-intake-form-to-the-key-stakeholders\">\n <h2>Submit the intake form to the key stakeholders<\/h2>\n<\/section>\n<section id=\"follow-up-for-any-additional-information\">\n <h2>Follow up for any additional information<\/h2>\n<\/section>\n<section id=\"assess-the-viability-of-the-project\">\n <h2>Assess the viability of the project<\/h2>\n<\/section>\n<section id=\"prepare-a-basic-project-plan\">\n <h2>Prepare a basic project plan<\/h2>\n<\/section>\n<section id=\"approval-project-plan\">\n <h2>Approval: Project Plan<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prepare a basic project plan<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"communicate-the-project-plan-to-involved-members\">\n <h2>Communicate the project plan to involved members<\/h2>\n<\/section>\n<section id=\"schedule-project-kickoff-meeting\">\n <h2>Schedule project kick-off meeting<\/h2>\n<\/section>\n<section id=\"start-creating-the-project-charter\">\n <h2>Start creating the project charter<\/h2>\n<\/section>\n<section id=\"identify-key-project-milestones\">\n <h2>Identify key project milestones<\/h2>\n<\/section>\n<section id=\"final-approval-project-milestones\">\n <h2>Final Approval: Project Milestones<\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>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? Project Request Source Gather project request details Collect all relevant information about the project request. This includes the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"Streamline your project initiation phase with our comprehensive Project Management Project Intake Form Template, designed for effective project planning and execution.","template_id":"nN_r76I_VVyZ_2v0espKUg","task_0":"Identify project request source","task_slug_0":"identify-project-request-source","task_1":"Gather project request details","task_slug_1":"gather-project-request-details","task_2":"Review the project request for completion","task_slug_2":"review-the-project-request-for-completion","task_3":"Create a summary of the request","task_slug_3":"create-a-summary-of-the-request","task_4":"Identify potential 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