What Is Project Intake Form?

A project intake form is a document used to collect information about a potential project. This form is used to gather information such as the project’s purpose, scope, estimated cost, and timeline. The project intake form is important in helping determine if a project is feasible and should be undertaken.

The project intake form should be completed by the project manager or sponsor. Once the form is complete, it should be reviewed by the project team and stakeholders to ensure that all information is accurate and that the project is feasible. If the project is not feasible, the team may decide to cancel the project or make changes to the scope or timeline.

The project intake form is a valuable tool in helping to determine if a project is worth undertaking. This form can help save time and resources by ensuring that all information about a potential project is collected before work begins.

Benefits of project intake form

The project intake form can help save time and resources by ensuring that all information about a potential project is collected before work begins. This form can help to prevent scope creep by ensuring that all stakeholders agree on the project’s scope and objectives. The project intake form can also help to ensure that projects are properly planned and that all necessary information is gathered before work begins.

Project intake forms can be used for a variety of purposes, such as:

• -To determine if a project is feasible and should be undertaken
• -To gather information about a potential project
• -To ensure that all stakeholders agree on the project’s purpose, scope, and objectives
• -To ensure that projects are properly planned and that all necessary information is gathered before work begins.

Project intake form template:

1. Name of Project:
2. Purpose of Project:
3. Scope of Project:
4. Estimated Cost of Project:
5. Timeline for Project:
6. Stakeholder Information:
7. Name of Project Manager or Sponsor:
8. Reviewers:
9. Approvers:

Project intake forms can be found online or in project management software. If you are using project management software, you may be able to find a project intake form template within the software. Otherwise, there are many free project intake form templates available online. Simply search for “project intake form template” to find a variety of options.

When choosing a project intake form template, be sure to select one that is compatible with your project management software. Additionally, make sure that the template includes all of the information that you need to collect about your potential project.

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Project Intake Form Questions

Below are some questions that you may want to include on your project intake form:

• -What is the purpose of the project?
• -What are the objectives of the project?
• -Who are the stakeholders for the project?
• -What is the scope of the project?
• -What are the deliverables for the project?
• -When does the project need to be completed?
• -How much will the project cost?
• -Who will be responsible for managing the project?
• -Is there a risk management plan in place for the project?
• -Has a feasibility study been conducted for the project?

These questions can help you to determine if a potential project is worth undertaking. Additionally, they can help you to gather information about a potential project and to ensure that all stakeholders agree on the project’s purpose, scope, and objectives.

Project Intake Form Tips

Here are some tips for completing a project intake form:

1. -Be sure to include all relevant information about the potential project.
2. -Be as specific as possible when describing the project’s scope and objectives.
3. -Make sure that all stakeholders agree on the information included in the form.
4. -Review the form with the project team to ensure that it is accurate and complete.
5. -If the project is not feasible, consider making changes to the scope or timeline.
6. -If you are using project management software, be sure to select a compatible template.

When completing the project intake form, be sure to include:

1. -The project’s purpose
2. -The project’s scope
3. -The estimated cost of the project
4. -The timeline for the project
5. -Stakeholder information

Once the form is complete, review it with the project team and stakeholders to ensure that all information is accurate and that the project is feasible. If the project is not feasible, the team may decide to cancel the project or make changes to the scope or timeline.

Following these tips can help you to ensure that your project intake form is accurate and complete. Additionally, it can help you to avoid potential problems with the project.

Project Intake Form Template

This form is to be used when starting a new project. Please provide as much detail as possible so that we can accurately assess the scope of work and provide you with an accurate estimate.

Name: ______________________________________________________________________________________

Company: ____________________________________________________________________________________

Address: ___________________________________________________________________________________

Phone: _____________________________________________________________________________________

Email: _____________________________________________________________________________________

Project Type (check all that apply):

[]Website Design/Development

[]Ecommerce Development []Logo Design []Graphic Design [] branding []Other (please specify) _________________________

Project Details: ______________________________________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________

Budget: $ ____________________ Timeline: ___________________________________________________

Additional Comments: ___________________________________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________

Thank you for taking the time to fill out this form. We will review your information and get back to you shortly with an estimate.

(Example of Project Intake Form)