Internal Project Intake Checklist

• [x] Write intake proposal
• [x] Review with leadership
• [x] Adjust intake proposal
• [x] Write the details of the timeline and resources
• [ ] Complete vision and scope workshop
• [ ] Complete client intake workshop
• [ ] Get with a project coordinator to start teambuilding
• [ ] Produce the application set in Airtable

Background

At Tech Fleet, we have a handoff template in place, but it’s not consistently used or fully effective across all projects. The current template doesn’t accommodate the varied needs of different teams, clients, and stakeholders, making it difficult to standardize and prioritize key information for different uses. As a result, the handoff process often lacks clarity and relevance, leading to gaps in knowledge transfer and a slower transition between project phases.

Additionally, the handoff process is not yet integrated into our new workflows, such as onboarding new team members or starting new project phases. It can also play a role in the creation of case studies. This disconnect limits the potential for the handoff documents to be used effectively for these purposes, leaving valuable insights under utilized.

Intake Deliverables

1. Vision board and scope workshop: (copy from the following template and paste your resulting workshop here)
2. Project intake workshop: (copy from the following template and paste your resulting workshop here)

Key Audiences Related to the Project

• Internal project teams
  • outgoing project members
  • incoming project members
• Clients
  • Third-party stakeholders via the Client (e.g., developers, branding specialists, marketing)

Problems to Solve

1. Handoff documents are under utilized, despite containing valuable information
   • The handoff is more than just a summary document—it's a key transition tool between project phases, between Tech Fleet and clients, and serves as a foundational element for future case studies.