Project Intake Form Template for Philippines

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Key Requirements PROMPT example:

Project Intake Form

"I need a Project Intake Form for a new IT infrastructure upgrade project starting in March 2025, with specific focus on cybersecurity requirements and compliance with Philippine data privacy laws."

Document background

The Project Intake Form is a critical document used in Philippine business operations to standardize the project initiation process and ensure proper governance. It serves as the primary mechanism for collecting and evaluating new project proposals, aligned with Philippine corporate regulations and business practices. The form is designed to capture comprehensive project information including scope, resource requirements, financial implications, and risk assessments, enabling organizations to make informed decisions about project investments. It's particularly important in the Philippine context where corporate governance and regulatory compliance are increasingly emphasized, and organizations need to demonstrate due diligence in project selection and resource allocation. The Project Intake Form typically precedes the formal project charter and is used across various industries to maintain consistency in project evaluation and approval processes.

Suggested Sections

1. Project Overview: Basic project information including project name, requestor details, and submission date

2. Business Case: Project justification, strategic alignment, and expected business value

3. Project Scope: High-level description of project deliverables, boundaries, and exclusions

4. Timeline: Proposed start date, end date, and major milestones

5. Resource Requirements: Overview of needed human resources, equipment, and materials

6. Budget Information: Estimated costs, funding sources, and basic financial projections

7. Risk Assessment: Initial identification of key project risks and potential impacts

8. Stakeholder Information: Key stakeholders, their roles, and involvement in the project

9. Approval Requirements: Required approvals and authorization levels for project initiation

Optional Sections

1. Technology Requirements: For projects requiring significant IT infrastructure or system changes

2. Regulatory Compliance: For projects subject to specific regulatory requirements or industry standards

3. Environmental Impact: For projects with potential environmental implications

4. Change Management Plan: For projects involving significant organizational or process changes

5. Market Analysis: For projects with commercial or market-facing components

6. Training Requirements: For projects requiring significant staff training or capability development

7. Vendor Information: For projects requiring external vendor engagement

8. Security Considerations: For projects involving sensitive data or security implications

Suggested Schedules

1. Detailed Cost Breakdown: Itemized project costs and budget allocations

2. Resource Allocation Matrix: Detailed mapping of required resources and their availability

3. Preliminary Project Schedule: Detailed timeline with activities and dependencies

4. Risk Register Template: Detailed format for documenting and tracking project risks

5. Stakeholder Matrix: Detailed analysis of stakeholder interests and influence

6. Requirements Checklist: Detailed checklist of project requirements and specifications

7. Approval Matrix: Detailed approval levels and authorization requirements

8. Supporting Documentation: Any additional documents supporting the project proposal

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Information Technology

Manufacturing

Financial Services

Healthcare

Construction

Retail

Telecommunications

Education

Government Services

Energy

Mining

Real Estate Development

Business Process Outsourcing

Agriculture

Transportation and Logistics

Relevant Teams

Project Management Office

Finance

Operations

Information Technology

Risk Management

Legal

Compliance

Strategic Planning

Business Analysis

Resource Management

Portfolio Management

Executive Leadership

Quality Assurance

Relevant Roles

Project Manager

Program Director

Business Analyst

Department Manager

Chief Financial Officer

Chief Technology Officer

Risk Manager

Operations Manager

Portfolio Manager

Resource Manager

Finance Director

IT Director

Compliance Officer

Strategic Planning Manager

Business Unit Head

Executive Director

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Authors

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