Project Lifecycle / Project template

Project Intake

Convert an idea or request into a clear project candidate.

Type: Project templateTypical time: 30–60 minutes

Template

  1. Write the request in one sentence.
  2. Identify requester, sponsor, users, and decision owner.
  3. Define the problem, not just the proposed solution.
  4. Describe expected value, urgency, and consequence of not doing it.
  5. List constraints: budget, time, compliance, staffing, and dependencies.
  6. Estimate size as small, medium, large, or unknown.
  7. Decide whether to reject, defer, investigate, or plan.

Expected output

A project intake note with problem, value, owner, constraints, and next decision.

Use notes

OwnerAssign one person responsible for keeping the template current.
ReviewReview after significant changes, incidents, staffing changes, or tool changes.
RiskAdapt the template to local policies, contractual duties, privacy requirements, and operational risk.