Project Intake Form

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How to make a Project Intake Form? Do you need a project intake form template? Download this Project Intake Form template now!

This Project Intake Form template will help you collect all the information you need to get started on a new project. The project intake form template is easy to use and will help you get your project off to a great start!  This form helps to identify the project's objectives, requirements, and constraints. It also provides a space for the project's stakeholders to provide their input. This form is an important part of the project planning process and should be filled out completely and accurately.

Adequate communication is essential in order to finish projects successfully. In order to gain truthful and accurate information, you need to make sure that program- or project managers are able to make rational and correct decisions in order to achieve their goals faster. We are certain this Project Intake Form will be of value. It contains the following sections:

  • Project Ownership
  • Project Name
  • Project Owner
  • Project Owner's E-mail Address
  • Project Description
  • Briefly describe the business case behind this project
  • Briefly describe how the project meets the goals of the business case
  • Project Attributes
  • Is this a new project or a modification to an existing project?
  • New project - Launching a new project
  • Change project - Modifying an existing project
  • What is the estimated impact of this project on the organization's bottom-line performance (includes both revenue growth and cost reduction)?
  • See next page for impact value levels.
    • Negligible
    • Moderate
    • Large
    • Very Significant
  • Project Impact Value Levels (includes both revenue growth and cost reduction):
    • Negligible
    • Moderate
    • Large
    • Very Significant

Feel free to download this Project Intake Form, or simply browse through our other basic or advanced template designs. They are intuitive and in several kinds of formats, such as Google Docs, Google sheets, PDF, WORD, XLS (EXCEL including formulas and can calculate sums automatically), etc. Using this PMO template guarantees that you will save time, cost and effort will help you get your project off to a great start! Completing your Project Intake Form was never simpler!

Download this Project Intake Form template now! 



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