Project Intake Process

« Back to Glossary Index

In the project management industry, a company takes on multiple clients simultaneously. However, it is to note that managers do not agree to take all potential customers. A thorough process has to be conducted before a business takes on a client. A process that helps a company say yes or no to a potential client is called the project intake process. If you want to know more about it, you have reached the right place. Below, we have detailed everything you must know about a project intake process.

A project intake process starts when a potential client submits a request to a company asking for help with a service. It is designed to help managers evaluate the project and determine whether to accept the client. It can include different ways through which a client can submit their proposal. Once they have done that, a review takes place to decide the status of the project.

The primary aim of this process is to help a company improve its efficiency by taking only the relevant clients. It also allows managers to agree on projects they can finish within time.

Phases Of A Project Intake Process

Here are the steps that all project intake processes consist of:

1. Initiation

This is the first stage that marks the beginning of a project intake process. It is the point when a client sends in a proposal for service. They can contact the company through social media, websites, email, and much more.

2. Review

This is when the company team, including a project manager, reviews the client’s request. They evaluate the needs and resources for the project. In this stage, the company also determines a quote of the costs and decides whether it is feasible or not to accept the proposal.

3. Project Status

In this phase, the company reviews all the data that have been collected. After that, they send the client an acceptance or refusal message.

4. Planning Phase

If the project manager accepts to take the client, then the project moves into the planning phase. Teams collaborate and start working to form the product that the client needs.

Importance Of A Project Intake Process

Here are the top benefits that a project intake process offers to a company:

1. Single Entry Point

A vital feature of a project intake process is that all requests come to one place in the initiation phase. Thus, it ensures that no potential client is overlooked.

2. Improves Efficiency

The process helps a company review all aspects of a project before accepting it. This allows managers to determine whether they will be able to manage the project. Thus, the process ensures that the company does not take on a client it cannot meet its needs.

Final Words

This is your complete guide to the project intake process. The process is designed to improve company efficiency and client relations. It plays an integral role in project planning.

Project Intake Process
Scroll to top