The Work Intake Form Template has been developed to address the need for a standardized approach to work request documentation and approval in Australian organizations. It serves as a critical tool for capturing and assessing new work initiatives, ensuring proper governance, and maintaining compliance with Australian workplace regulations. The template is designed to be used at the initiation phase of any new work request, whether for internal projects, external client work, or operational changes. It includes comprehensive sections for work details, resource requirements, risk assessment, and necessary approvals, making it suitable for various organizational contexts while ensuring alignment with Australian business practices and regulatory requirements. The form helps organizations maintain clear documentation of work requests, facilitate proper resource allocation, and ensure appropriate oversight of new initiatives.
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1. Requesting Department Information: Details of the department/unit requesting the work, including contact person and authorization level
2. Work Request Details: Basic information about the work requested including title, brief description, and urgency level
3. Scope of Work: Detailed description of work requirements, deliverables, and expected outcomes
4. Timeline Requirements: Expected start date, completion date, and any critical milestones
5. Resource Requirements: Estimation of resources needed, including personnel, equipment, and materials
6. Budget Information: Available budget, cost center, and any financial constraints
7. Risk Assessment: Initial assessment of potential risks and safety considerations
8. Compliance Requirements: Mandatory compliance checks and regulatory requirements applicable to the work
9. Authorization Section: Approval requirements and signature fields for relevant authorities
1. External Stakeholder Details: Used when work involves external clients or stakeholders
2. Technical Requirements: For work requests requiring specific technical specifications or standards
3. Security Requirements: When work involves sensitive information or restricted access areas
4. Training Requirements: For work that requires specific certifications or training
5. Quality Assurance Criteria: When specific quality standards or testing requirements apply
6. Environmental Impact: For work that may have environmental implications
7. Change Management Process: When work affects existing systems or processes
8. Vendor/Contractor Requirements: When external vendors or contractors need to be engaged
1. Schedule A - Cost Breakdown Template: Detailed template for itemizing costs and expenses
2. Schedule B - Risk Assessment Matrix: Standard risk assessment framework and scoring system
3. Schedule C - Resource Allocation Chart: Template for detailed resource planning and allocation
4. Schedule D - Compliance Checklist: Checklist of relevant regulatory and policy requirements
5. Appendix 1 - WHS Requirements: Standard workplace health and safety considerations and requirements
6. Appendix 2 - Authorization Levels: Matrix of approval requirements based on work type and value
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Information Technology
Financial Services
Manufacturing
Construction
Healthcare
Education
Government
Mining
Retail
Telecommunications
Consulting
Engineering
Research and Development
Non-Profit
Relevant Teams
Project Management Office
Operations
Finance
Risk and Compliance
Human Resources
Information Technology
Business Analysis
Strategic Planning
Quality Assurance
Legal
Procurement
Resource Management
Portfolio Management
Relevant Roles
Project Manager
Program Manager
Department Head
Resource Manager
Operations Manager
Business Analyst
Team Leader
Portfolio Manager
Finance Manager
Risk Manager
Compliance Officer
Department Director
Work Coordinator
Project Coordinator
Business Unit Manager
Strategic Planning Manager
PMO Director
Operations Director
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