Project intake request template

Project Intake Template Set By Smartsheet Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects. Use Template Set Setup Dashboard.

Capabilities Collect required project details using forms so you can take action faster Monitor consulting hours and status in a dedicated dashboard Plan, schedule, and assign tasks organized by phase for each project with its own dedicated project sheet. As the project is a goal-oriented process, the first step before commencing with the project is to decide the purpose of the project. If the purpose of the project is clear, then it gets easy to understand the requirements and focus our efforts on involving the right people for the project, both as participants and beneficiaries.

Such appointment or membership ascertainment is done using intake forms so that the correct person is taken into the project. Project Intake Form Example 2. Sample Project Intake Form 3. Simple Project Intake Form 4. Project Intake Form Template 6. Or rather, does your organization have a front door, a side door, a back door, and many other ways to receive requests?

Having multiple ways to submit requests is a common problem for many companies and highlights the need for a standard work intake process. Even worse, a lot of shadow work may be going on in the organization which consumes valuable resources time from higher priority projects. When project organizations PMOs are being established, one of the first tasks is to clarify how new project requests will be submitted and reviewed.

This process often works in conjunction with an ideation process and full portfolio decision framework , but can be independent as well. The diagram below highlights work intake in the context of the portfolio lifecycle.

Developing a quality intake process takes a little effort but is a critical component for portfolio management. Some of the basic steps for creating a work intake process are outlined below.

There are several success factors that organizations need to keep in mind when introducing a work intake process. All decisions made by the governance team should be communicated back to the Project Initiator and recorded in a central log or portfolio management software. Careful consideration should be given to creating a good project intake form. The temptation is to require a lot of information to be filled out before the proposal is reviewed.

Each organization needs to determine the minimal amount of important information in order to make a decision otherwise unnecessary time can be spent collecting data that is not used. Remember: information collected but not used is an organizational drain on resources. The examples below represent the types of information that may be collected on a work intake form we are not advocating using all of them unless necessary. The example information for external facing projects are product-oriented.