Use this template to document decisions, policies, and procedures around your intake processes.

  • Define workflows and requirements
  • Clarify roles and responsibilities
  • Standardize document and tool usage

Follow the advice in the blueprint, Rebalance Project Intake for Small Enterprise, to create and refine the outputs for this template.

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Rebalance Project Intake for Small Enterprise

Tip the scale of supply and demand in IT’s favor.

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Survive and Thrive With Effective Requirements Gathering

Create an accurate picture of what your business wants and needs from its IT projects.

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