About this template
Standardize incoming projects with goals, scope, priority, stakeholders, timing, and success criteria.
Common uses
- Internal project requests
- Portfolio intake
- Cross-functional planning
Key features
- Priority signal
- Success criteria
- Stakeholder alignment
What this template asks
What is the project called?
Short Text
What problem are we solving?
Long Text
What does success look like?
Long Text
How urgent is this?
Single Choice · Low, Normal, High, Critical
When is it needed?
Date · Optional
Who should be involved?
Long Text · Optional
Frequently asked questions
What information belongs in a Project Intake Form?
This form collects the request, desired outcome, urgency, stakeholders, and success criteria needed to evaluate a proposed project.
How does this form help prioritize projects?
A consistent intake format makes it easier to compare urgency, expected impact, ownership, and readiness across competing requests.
Where can I use the Project Intake Form?
Use it for internal project requests, operations queues, portfolio planning, and work that needs approval before execution begins.