Project Intake Process Template
Download Project Intake Process Template — Microsoft Excel
Use this flowchart example to develop your own work intake process template. The intake process may vary in complexity, depending on the size and type of your organization and the number of stages involved in the review process. This template shows a typical intake process, from the initial project idea to the final decision to approve, deny, or defer the project. Edit the text and rearrange the flowchart to create a customized template.
Marketing Project Intake Form
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Microsoft Excel | Adobe PDF
This marketing project intake form offers checklists for example project services and objectives, such as brand development, social media campaigns, digital strategy, and mobile marketing. Have potential clients select the services they need and then provide key project details, such as target audience and budget range. Customize the template by changing the list of services or adding questions to collect more data about a client’s current or previous marketing strategies.
Graphic Design Project Intake Form
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Microsoft Word | Adobe PDF
Collect project information from potential graphic design clients. The template provides sections for contact information, project description, file types, and items needed (such as a brochure, a logo, or a print ad). Have clients enter their project timeline and any important details the graphic designer or design team should know. If you need another type of creative project intake form, simply modify the template headings to reflect the creative services you offer.
IT Project Intake Form
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Microsoft Excel | Adobe PDF
An IT project intake form gathers information about new projects or project updates, and companies sometimes use these forms for internal IT project requests. The intake form is the first stage in assessing whether a project should be implemented and includes details on project costs, benefits, scope, and impact. This template provides a sample outline that lists the project sponsor, contact information, project description and goals, target dates, and estimated costs for implementation and ongoing maintenance. The form also prompts you to include dependencies so you can understand what departments, systems, or other projects may be affected if the project moves forward.
Service Project Intake Form Template
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Adobe PDF | Google Docs
This template is designed for volunteers who are requesting to participate in community service projects. Nonprofit agencies may use this form to intake, evaluate, and schedule volunteer groups. The form asks about previous volunteer experience, available dates, group size, and preferred projects. Edit the checklist of sample volunteer activities based on the needs and services of your organization.
PMO Project Intake Form
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Microsoft Word | Adobe PDF
Use this project management office intake form to determine which PMO resources you may need for a proposed project. The template starts with basic information, including project name, sponsor, owner, and contact details, and includes sections to note project description, objectives, the business case behind the project, required resources, and target dates. This template provides a brief outline with a sample intro message that explains how to fill out the form and the next steps in the intake process.
Sample Project Intake Form
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Adobe PDF | Google Docs
This project intake form example shows a completed version of the project intake form available above. Members of a business or organization can also use this template to inquire about volunteer service projects. This version of the template lists an example contact person and company name, group interests and goals, and other details for planning a service project.
New Project Intake Questionnaire
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Microsoft Word | Adobe PDF
This project intake template includes standard questions for any type of project. Edit the questionnaire to match your specific business or department. The template offers a simple questionnaire and collects information such as project summary, estimated budget, deadline, priorities, and goals. The form also asks whether the new project requires ongoing maintenance and support to get a fuller picture of the scope, effort, and resources involved.
Research Project Intake Form Template
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Microsoft Word | Adobe PDF
Create an intake form template for research project proposals. Include the project title, description, research platform, equipment or resources needed, and other important details. This template provides sections for you to list funding resources, estimated budget, project team members, and intended audience. Depending on the context, you might also include a value proposition or a business case that supports the research project.
What Is a Project Intake Form Template?
A project intake form template allows potential clients to inquire about hiring a business to work on a project. The form collects information about the type of project, budget constraints, timeline, and other details.
Organizations often create digital project intake form templates to collect information online from external customers or internal users. These templates are similar to client intake forms, which are used for onboarding clients in a variety of business contexts, from corporate to healthcare.
You can learn more in our comprehensive guide to the project intake process, and find more resources with our complete set of Smartsheet project intake templates.
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