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Project Intake & Prioritization 1 of 5 in the Building Blocks of PPM webinar seriesYour Presenter Kenneth States, PMP×PM ISP MCP MCT Managing Partner at Sensei Project Solutions PMO×Process work
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How to fill out project intake amp

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How to fill out a project intake amp:

01
Begin by providing the necessary project details, such as the project name, description, and objectives. Clearly define the purpose and scope of the project.
02
Identify the key stakeholders involved in the project. This may include project sponsors, team members, clients, and any other individuals or departments affected by the project.
03
Determine the project timeline and milestones. Include important dates, deadlines, and deliverables. This will help establish a clear roadmap for the project and allow for effective project management.
04
Assess the resources required for the project. This includes human resources, budget, equipment, and any other necessary materials. This step will help ensure that the project has adequate support and can be successfully executed.
05
Define the project risks and potential challenges. Identify any potential obstacles or constraints that may impact the project's progress or success. This will enable effective risk management and mitigation strategies to be implemented.
06
Decide on the project's success criteria and metrics. Determine the key performance indicators (KPIs) that will be used to measure the project's progress and success. This step will provide a clear benchmark for evaluating the project's outcome.
07
Obtain the necessary approvals and sign-offs. Ensure that the project has the required authorization from relevant stakeholders and decision-makers before proceeding. This step will help maintain accountability and ensure that everyone is aligned.
08
Review and finalize the completed project intake amp. Double-check all the information provided and make any necessary revisions or updates. This step will help ensure accuracy and clarity in the document.

Who needs a project intake amp:

01
Project managers: They require a project intake amp to properly plan, initiate, and execute any project. It serves as a valuable tool for project managers to gather all the necessary information and set the project up for success.
02
Stakeholders: Individuals or departments who have an interest or involvement in the project need a project intake amp to understand the project's purpose, objectives, and requirements. This document helps stakeholders stay informed and provides them with a clear overview of the project.
03
Decision-makers: Project intake amps are essential for decision-makers as they enable them to review and assess the feasibility of the project. It allows them to make informed decisions regarding resource allocation, budgeting, and prioritization of projects.
04
Team members: Team members need a project intake amp to understand their roles, responsibilities, and the overall scope of the project. It provides them with clear guidelines on what is expected and helps align their efforts towards achieving project goals.
05
Clients or customers: If the project involves external clients or customers, providing them with a project intake amp allows transparency and facilitates effective communication. It ensures that all parties are on the same page and have a mutual understanding of the project's objectives and expectations.
06
Auditors or regulators: In some cases, projects may need to go through audits or regulatory processes. A project intake amp serves as a comprehensive document that can be used to demonstrate compliance with necessary regulations or standards. It helps auditors and regulators understand the project and its compliance status.
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Project intake amp is a form used to request and review potential projects for approval.
All project managers and team leads are required to file project intake amp.
Project intake amp can be filled out online through the company's project management software or through a physical form provided by the project management office.
The purpose of project intake amp is to assess the feasibility and impact of potential projects on the organization before they are approved and initiated.
Project name, description, objectives, scope, estimated budget, resources required, timeline, and potential risks must be reported on project intake amp.
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