Work Intake Form Template

Work Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Work Intake Form Template suitable for a large IT consulting firm in Australia, with specific emphasis on cybersecurity requirements and external contractor engagement processes."

Document background

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.

Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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

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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