Project Intake Forms and Templates

These Project Intake Forms and Templates Are Perfect For

• Project Proposal Submission: Use project intake templates to standardize how team members or stakeholders submit new project ideas. They ensure that every proposal includes the necessary details for evaluation and prioritization.
• Project Evaluation: Implement the template during the evaluation phase to assess projects based on strategic alignment, potential risks, resources needed, and expected benefits.
• Workload Management: If your team or department is facing an overflow of project requests, a project intake form can help manage the incoming workload, ensuring no project is overlooked.
• Resource Allocation: Use the templates to assess the resources required for each project, helping managers allocate team members, budget, and time efficiently.
• Project Prioritization: Based on the information gathered from the intake form, leaders can rank projects based on their strategic importance, urgency, or ROI.
• Risk Management: These templates can also help identify potential risks at the proposal stage, enabling risk mitigation strategies to be put in place early in the project lifecycle.