ChecklistBeginner10 minutes
Project Intake Checklist
Use this checklist before a project starts. It helps turn a rough idea into a clear starting point.
Who this is for
This is for IT project managers, business analysts, founders, consultants, and anyone responsible for turning an idea into organized work.
When to use it
Use it before kickoff, before hiring a developer, before building a SaaS feature, or before writing a project plan.
Template
Project Intake Checklist Project name: Project owner: Business problem: Who has this problem? What happens if this problem is not fixed? Primary users: Secondary users: Main goal: What does success look like? What is included in this project? What is not included? Key features: Required data: Required integrations: Known risks: Main stakeholders: Decision maker: Timeline target: Budget range: Launch date: Support owner after launch: How will we test it? How will we know it is done?
Closing note
A clear intake process prevents vague work. Before anyone builds, the team should understand the problem, the users, the goal, and the first version of the solution.
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