Ways to improve your project intake process.

Ways to improve your project intake process.

The project intake process is  the first step in starting any project. It is when the client or sponsor provides the project team with all of the information they need to get started on the project. This includes things like the project objectives, scope, timeline, budget, and more.

The project intake process is important because it sets the tone for the entire project. It is your opportunity to make sure that everyone is on the same page and that you have all of the information you need to get started.

If you're not sure how to create a project intake process, don't worry! We've got you covered.

Why it's important
Creating a strong and effective project intake process is critical to ensuring your project's success. By taking the time to properly assess your project's needs, you can avoid costly mistakes and ensure that your project runs smoothly from start to finish.

Creating a strong and effective project intake process is critical to ensuring your project’s success. Here are a few key considerations:

  1. Project objectives: what are you trying to achieve with this project?
  2. Scope: what work needs to be done in order for the project to be successful
  3. Timeline: how long do you have to complete the project?
  4. Budget: what is your budget for this project?
  5. Risks: what are the potential risks associated with this project?
  6. Stakeholders: who will be impacted by this project? Who needs to be involved in the decision-making process?

Take the time to develop a thorough and well-thought-out project intake process. It will save you time, money, and headaches down the road!

Is your project intake process outdated?

If your project intake process is outdated, it could be costing you time and money. Here are four signs that it might be time for an update:


You're not using the latest technology.

If your project intake process relies on paper forms or Excel spreadsheets, you're not using the latest technology. There are now many software options that can automate and streamline the process.

You're not capturing all the information you need.

Your project intake process should capture all important information about a potential project, including scope, budget, timeline, risks, and assumptions. If you're missing any of this information, your projects are more likely to run into problems down the road.

You're not involving the right people.

The project intake process should involve all stakeholders who will be involved in the project. This ensures that everyone is on the same page from the start and that no important details are overlooked.


You're not setting realistic expectations.

If your project intake process doesn't set realistic expectations, your projects are more likely to encounter scope creep and other problems. Make sure you have a clear understanding of what the client wants and needs before you start work on a project.

You're not prioritizing effectively.

Your project intake process should help you prioritize projects so that you can focus on the most important ones first. Otherwise, you risk taking on too many projects at once and not being able to complete them all successfully.

Use these tips to improve your project intake process and make sure your projects are set up for success.

Developing a project intake form.

The project intake form is a key component of successful project management. By clearly defining the scope and objectives of a project from the outset, you can avoid many common pitfalls and ensure that everyone involved is on the same page.There are a few key elements that every good project intake form should include:

  1. A clear description of the project's goals and objectives. What are you trying to achieve with this project?
  2. A detailed description of the deliverables. What exactly will be delivered at the end of the project?
  3. A list of stakeholders and their roles in the project. Who needs to be involved in order for the project to be successful?
  4. A timeline for completion. When does this project need to be completed?
  5. A budget for the project. How much money is available to spend on this project?

By taking the time to gather this information up front, you can avoid a lot of headaches down the road and set your project up for success. So next time you're starting a new project, make sure you have a good intake form! You'll be glad you did.

By taking the time to gather all of this information up front, you can avoid a lot of headaches down the road and set your project up for success. So next time you're starting a new project, make sure you have a good intake form! You'll be glad you did.


Closing thoughts on project intake process.

First and foremost, make sure you understand the scope of work. What exactly is the client looking for? What's their expectations? Once you have a clear understanding of the work required, you can begin to put together a plan and timeline for completion.

Next, be realistic about what you can accomplish given the resources available to you. If you're short on time or manpower, it's important to communicate that to the client upfront so that they can adjust their expectations accordingly.

Finally, don't be afraid to ask for help if you need it.