Initiation & Vision
Project Intake
MyPMP
QMS Template
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π Initiation & Vision
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About the Project Intake template
A Project Intake is the structured request form that captures a new project or idea before it's formally approved, so decision-makers can evaluate scope, value, and feasibility consistently. It creates a single front door for demand, preventing shadow projects and ad-hoc requests that skip prioritization. Done well, it gives a portfolio or PMO the data needed to say yes, no, or not yet.
It's part of My QMS, MyPMP's Quality Management System: fill it in online, personalize it with your name and logo, then export a clean, branded PDF. Your work auto-saves in your browser.
When to use a Project Intake
- βΈA business unit or stakeholder wants to launch a new initiative and needs formal review
- βΈStandardizing how requests reach a PMO or portfolio governance board
- βΈScreening ideas against strategic goals and capacity before committing resources
- βΈBuilding a demand pipeline for quarterly or annual planning
What a good Project Intake includes
- βRequestor details, sponsor, and business unit
- βProblem statement and desired outcome or objective
- βHigh-level scope, deliverables, and known constraints
- βExpected benefits, value, or ROI and strategic alignment
- βRough budget, timeline, and resource needs
- βPriority, urgency, and any dependencies or risks
What's inside this template
The interactive form above gives you:
Purpose / summaryScope / detailsApproach / bodyDeliverables / outcomesNotes & sign-off
Tips & common mistakes
- π‘Keep it short enough that requestors actually complete it; a two-page intake gets skipped
- π‘Require a clear problem statement, not a pre-baked solution, so alternatives stay open
- π‘Define scoring or triage criteria up front so approval isn't based on who shouts loudest
How it works
- 1. Fill it in β type directly into the fields, tables and sections above.
- 2. Brand it β add your organization name and logo with the Branding button.
- 3. Export β print to PDF, or become a member to white-label and sync across devices.
FAQ
What is the difference between a project intake and a project charter?οΌ
An intake captures and screens a request before approval, while a charter formally authorizes an approved project and names its manager. The intake feeds the decision; the charter records the commitment.
Who should fill out a project intake form?οΌ
The requestor or sponsor proposing the initiative completes it, often with help from a business analyst or PMO to sharpen scope and benefits before review.
How does an intake fit into portfolio prioritization?οΌ
Completed intakes provide comparable data on value, cost, effort, and risk, letting a governance board score and rank competing requests against strategy and available capacity.
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