Work Intake Form

Work Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Work Intake Form for our IT department to handle software development requests, including sections for security clearance requirements and detailed technical specifications, as we're implementing a new cloud-based system starting March 2025."

Document background

The Work Intake Form is a crucial document used in Canadian organizations to standardize and streamline the process of requesting and initiating new work projects. This document becomes necessary when departments or individuals need to formally request resources, budget allocation, or project initiation from internal service providers or project management offices. The form ensures that all essential information is captured upfront, including scope, timeline, budget, and resource requirements, while maintaining compliance with Canadian employment standards and workplace regulations. It serves as the first step in the project lifecycle, helping organizations properly evaluate, prioritize, and allocate resources to new initiatives. The Work Intake Form also creates an audit trail for future reference and helps maintain consistent project documentation practices across the organization.

Suggested Sections

1. Client Information: Basic details about the requesting department/client including contact information, cost center, and billing details

2. Project Overview: High-level description of the work requested, including project name, objectives, and desired outcomes

3. Scope of Work: Detailed description of the work requirements, deliverables, and specifications

4. Timeline Requirements: Expected start date, completion date, and any crucial milestones or deadlines

5. Budget Information: Estimated costs, budget allocation, and any financial constraints or requirements

6. Resource Requirements: Specification of needed personnel, equipment, or other resources

7. Priority Level: Classification of work priority and urgency

8. Approval Section: Space for required authorizations and approvals from relevant stakeholders

Optional Sections

1. Risk Assessment: Section for identifying potential risks and mitigation strategies, used for complex or high-risk projects

2. Compliance Requirements: Special regulatory or compliance considerations, included when work involves regulated activities

3. Security Considerations: Information about security requirements or clearances needed, used when work involves sensitive information

4. External Dependencies: List of external factors or dependencies that may impact the work, included for complex projects

5. Training Requirements: Specific training or certification requirements, included when work requires specialized skills

6. Quality Assurance Criteria: Specific quality standards or testing requirements, used for technical or specialized work

Suggested Schedules

1. Schedule A - Detailed Requirements: Technical specifications or detailed requirements documentation

2. Schedule B - Cost Breakdown: Detailed breakdown of estimated costs and budget allocations

3. Schedule C - Timeline Chart: Gantt chart or detailed project timeline

4. Appendix 1 - Supporting Documentation: Any additional documentation, references, or materials relevant to the work request

5. Appendix 2 - Related Policies: Relevant organizational policies or procedures that apply to the work

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Professional Services

Financial Services

Healthcare

Manufacturing

Government

Education

Telecommunications

Construction

Consulting

Research and Development

Non-Profit

Retail

Energy

Relevant Teams

Project Management Office

Operations

Finance

Human Resources

Information Technology

Service Delivery

Resource Management

Portfolio Management

Business Analysis

Quality Assurance

Strategic Planning

Administrative Services

Budget Administration

Relevant Roles

Project Manager

Program Manager

Department Manager

Resource Manager

Business Analyst

Portfolio Manager

Operations Manager

Finance Manager

Team Lead

Project Coordinator

Department Director

PMO Director

Service Delivery Manager

Budget Administrator

Project Sponsor

Chief Operating Officer

Division Head

Process Manager

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