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Project Intake Form
"I need a Project Intake Form for a large-scale IT infrastructure upgrade project at our Dublin-based financial services company, with particular emphasis on GDPR compliance and cybersecurity requirements."
1. Project Sponsor Information: Details of the requesting department/individual and key stakeholders
2. Project Overview: High-level description of the project, including objectives, scope, and expected outcomes
3. Business Case: Justification for the project, including expected benefits and strategic alignment
4. Requirements: Detailed project requirements, including technical, functional, and operational specifications
5. Timeline: Proposed project schedule, key milestones, and deadlines
6. Resource Requirements: Required human resources, equipment, and materials
7. Budget Information: Estimated costs, funding sources, and budget constraints
8. Risk Assessment: Initial identification of potential risks and proposed mitigation strategies
9. Compliance Requirements: Regulatory, legal, and internal policy compliance considerations
10. Approval Section: Sign-off requirements and approval workflow
1. Technology Requirements: For IT/digital projects - specific technical infrastructure and system requirements
2. Environmental Impact: For construction/physical projects - environmental considerations and compliance requirements
3. Security Assessment: For projects involving sensitive data or security concerns - detailed security requirements and considerations
4. Vendor Information: For projects requiring external vendors - vendor selection criteria and management approach
5. Change Management Plan: For projects affecting organizational processes - impact assessment and change management strategy
6. Training Requirements: For projects requiring user training - training needs assessment and proposed approach
1. Schedule A - Detailed Requirements Document: Comprehensive list of project requirements and specifications
2. Schedule B - Project Timeline: Detailed project schedule with milestones, dependencies, and resource allocation
3. Schedule C - Budget Breakdown: Detailed cost estimates and budget allocation by project component
4. Schedule D - Risk Register: Comprehensive risk assessment matrix and mitigation strategies
5. Appendix 1 - Supporting Documentation: Reference materials, preliminary research, or supporting business case documentation
6. Appendix 2 - Stakeholder Matrix: Detailed list of stakeholders, their roles, and responsibilities
Authors
Project Sponsor
Project Manager
Deliverables
Milestones
Success Criteria
Requirements
Scope
Budget
Timeline
Resources
Stakeholders
Risk
Risk Register
Project Team
Approval Authority
Business Case
Change Request
Compliance Requirements
Dependencies
Executive Sponsor
Key Performance Indicators
Project Charter
Project Plan
Quality Standards
Resource Allocation
RACI Matrix
Steering Committee
Work Breakdown Structure
Acceptance Criteria
Critical Path
Project Portfolio
Governance Framework
Project Documentation
Contingency Budget
Scope Definition
Resource Requirements
Budget Allocation
Timeline Commitments
Risk Assessment
Compliance Requirements
Data Protection
Confidentiality
Approval Authority
Change Management
Quality Standards
Governance Framework
Stakeholder Responsibilities
Performance Metrics
Reporting Requirements
Document Control
Security Requirements
Health and Safety
Environmental Impact
Technical Requirements
Training Requirements
Vendor Management
Intellectual Property
Regulatory Compliance
Information Technology
Financial Services
Healthcare
Construction
Manufacturing
Professional Services
Retail
Education
Government
Telecommunications
Energy
Transportation
Consulting
Project Management Office
Finance
Information Technology
Legal
Risk and Compliance
Operations
Human Resources
Strategy and Planning
Business Analysis
Quality Assurance
Research and Development
Project Manager
Program Director
Department Head
Chief Financial Officer
Chief Technology Officer
Risk Manager
Compliance Officer
Operations Manager
Business Analyst
Portfolio Manager
Resource Manager
Finance Director
IT Director
Legal Counsel
Executive Sponsor
Department Manager
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