Home / Templates / Project Intake Form

Project Intake Form Template

A project intake form makes sure new requests arrive with the information leaders need to decide. This template standardizes intake and prioritization.

PMO & PortfolioFree to downloadFree · No limit

The business problem it solves

Without structured intake, projects start informally, bypass prioritization, and overload the same teams.

Who should use it

  • PMOs governing demand
  • Sponsors submitting requests
  • Portfolio leaders prioritizing

When to use it

Use it as the front door for every new project or initiative request.

What this template helps you do

  • Request summary and sponsor
  • Business case and objectives
  • Estimated size and benefit
  • Strategic alignment and priority
  • Approval routing
Inside the template
  1. Request summary
  2. Business case
  3. Size and benefit
  4. Strategic alignment
  5. Approval routing

How it connects to the PMOstart 5D Lifecycle

This template supports the Discover stage of the PMOstart 5D Lifecycle. It also maps to these related lifecycles, where you can see how the work fits the bigger delivery picture:

Portfolio Management LifecycleGovernance LifecyclePMO Maturity Lifecycle

Get the Project Intake Form template

Get the Project Intake Form Template — Free

Tell us where to send it. The file is delivered by email, free, with no download limit.

By submitting this form, you agree to receive the requested resource and follow-up communication from PMOstart. Your information will not be sold.

All PMOstart templates are free to use, with no download limit. Need the work done for you? Ask about Fractional PMO and managed delivery.

The requested template will be emailed to you. You can also request expert support if you want help applying or customizing this document for your organization.

Frequently asked questions

Frequently asked questions

It ensures every request is captured consistently so leadership can prioritize objectively against capacity and strategy.

The PMO or a prioritization or governance body, based on business case, benefit, and strategic fit.

Need more than one template?

Every PMOstart template is free. No download limit. Need the work done for you?

Work with PMOstart

Every PMOstart template is free to download and use. When you want the work done, not just the document, PMOstart delivers it: Fractional PMO, project rescue, program and portfolio management, governance, and executive reporting, as a managed monthly service.

Explore PMO Services Prefer not to book online? Call or text (614) 924-7284.
Want help applying this template?
Book a Call
Find My PMO Path Book a Call