The Creative Project Intake Form is a crucial document used at the beginning of any creative engagement to establish project parameters and expectations. This form, designed to comply with U.S. federal and state regulations, serves as the foundation for project planning and execution. It collects vital information about project scope, timeline, budget, deliverables, and technical requirements, while addressing intellectual property rights and usage terms. The form helps prevent misunderstandings and scope creep by documenting all project aspects upfront, making it an essential tool for creative professionals and their clients.
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1. Client Information: Basic details about the client including contact information, business type, and address
2. Project Overview: High-level description of the creative project, its goals, and intended outcomes
3. Project Specifications: Detailed requirements, deliverables, and technical specifications
4. Timeline: Project milestones, deadlines, and delivery schedule
5. Budget: Cost estimates, payment schedule, and financial terms
1. Additional Stakeholders: Information about other parties involved in the project - use when multiple parties are involved in project execution
2. Technical Requirements: Specific technical specifications and platform requirements - use for digital or technical projects
3. Accessibility Requirements: ADA compliance and accessibility specifications - use for public-facing or digital projects
4. Content Strategy: Content guidelines and requirements - use for content-heavy projects
1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of project deliverables and specifications
2. Schedule B - Payment Schedule: Detailed payment terms, milestones, and amounts
3. Schedule C - Asset Requirements: List of required assets, formats, and specifications
4. Appendix 1 - Reference Materials: Supporting documents, brand guidelines, or reference materials
5. Appendix 2 - Technical Specifications: Detailed technical requirements and platform specifications
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