Project Intake Form Template for New Zealand

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Key Requirements PROMPT example:

Project Intake Form

"I need a Project Intake Form for a medium-sized software development project in Auckland, with particular emphasis on data security compliance and cloud infrastructure requirements, suitable for a financial services client."

Document background

The Project Intake Form serves as a crucial initial document in the project lifecycle, designed specifically for use within the New Zealand business context. This document is utilized when organizations need to formally propose, evaluate, and initiate new projects, ensuring proper governance and compliance with local regulations. The form captures comprehensive project information including scope, objectives, resource requirements, budget estimates, timeline projections, and risk assessments. It is structured to facilitate efficient decision-making by relevant stakeholders while maintaining compliance with New Zealand's Contract and Commercial Law Act 2017 and other applicable legislation. The Project Intake Form helps organizations standardize their project initiation process, ensure proper due diligence, and maintain consistent project governance practices.

Suggested Sections

1. Project Overview: Basic project information including project name, proposed start date, expected completion date, and brief description

2. Client Information: Details of the requesting organization/client including legal entity name, contact details, and authorized representatives

3. Project Classification: Project type, size category, and strategic alignment with business objectives

4. Scope Definition: High-level description of project deliverables, objectives, and expected outcomes

5. Resource Requirements: Initial assessment of required resources including personnel, equipment, and materials

6. Budget Information: Estimated budget, funding source, and high-level cost breakdown

7. Timeline Overview: Key milestones, dependencies, and preliminary project schedule

8. Risk Assessment: Initial identification of key risks, constraints, and assumptions

9. Stakeholder Information: List of key stakeholders, their roles, and involvement requirements

10. Approval Requirements: Required approvals, authorization levels, and sign-off process

Optional Sections

1. Regulatory Compliance: Section for specific regulatory requirements, used when project involves regulated industries or activities

2. Environmental Impact: Assessment of environmental considerations, required for projects with potential environmental impact

3. Security Requirements: Information security and access control requirements, used for projects involving sensitive data or systems

4. Change Management: Change management approach and requirements, needed for projects affecting organizational processes

5. Technology Requirements: Specific IT or technical requirements, used for technology-based projects

6. Health and Safety Considerations: Specific health and safety requirements, necessary for projects involving physical work or site access

Suggested Schedules

1. Schedule 1: Initial Requirements Checklist: Detailed checklist of project requirements and prerequisites

2. Schedule 2: Resource Allocation Matrix: Preliminary resource allocation plan and availability assessment

3. Schedule 3: Stakeholder Register Template: Detailed template for recording stakeholder information and communication requirements

4. Appendix A: Risk Assessment Matrix: Standard risk assessment template and scoring criteria

5. Appendix B: Budget Template: Detailed budget breakdown template

6. Appendix C: Project Classification Guidelines: Guidelines for determining project classification and complexity

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

Construction

Professional Services

Manufacturing

Healthcare

Education

Financial Services

Government

Retail

Telecommunications

Energy

Infrastructure

Research and Development

Non-profit

Mining

Relevant Teams

Project Management Office

Operations

Finance

Risk Management

Legal

Strategic Planning

Resource Management

Information Technology

Quality Assurance

Procurement

Business Analysis

Portfolio Management

Relevant Roles

Project Manager

Program Manager

Portfolio Manager

Business Analyst

Department Director

Operations Manager

Finance Manager

Risk Manager

Resource Coordinator

PMO Director

Chief Executive Officer

Chief Financial Officer

Department Head

Project Coordinator

Strategic Planning Manager

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A New Zealand-compliant intake form for collecting and managing client information, structured according to NZ privacy laws and business requirements.

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Authors

Alex Denne

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