PROJECT INTAKE REVIEW · Workflow idea
Make a newly created project visible to the people responsible for getting the work underway. Review the available details, resolve anything unclear, and agree on who should take the next step.
01 / The starting point
A newly created project in the team’s project records
“Review the new project details, identify the appropriate internal owner, and record any questions or agreed follow-up.”
02 / The work
Helps a team notice when a new project is created and organize the human review needed to begin work with shared context.
Read the information available in the project record and note what the team already knows about the work.
Ask the appropriate teammate to resolve unclear goals, customer context, or other details needed to start responsibly.
Use the team’s assignment practices and have a person confirm who will coordinate the next step.
Keep missing scope, timing, or resource details visible instead of filling gaps with assumptions.
Capture the owner’s decision and any next step so the project team can see what remains to be done.
03 / The result
A reviewed project intake with its available context and a clear owner or next step, or a note describing what needs clarification.
Reviews & approvals · Example outcome
A reviewed project intake with its available context and a clear owner or next step, or a note describing what needs clarification.
A new record does not confirm that scope, timing, or ownership has been agreed. Have the responsible people verify these details before making commitments.
04 / Make it yours
A few choices shape the work around your team.
Agree which project records should be brought to the team’s attention and who is responsible for reviewing them.
Decide which details reviewers should confirm before work is planned or communicated.
Identify who can assign a coordinator and resolve questions about scope, timing, or ownership.
Review a complete record and one with missing context, then confirm how the team records its decision.