Creative Project Intake Form

Creative Project Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Creative Project Intake Form for a digital marketing campaign project starting in March 2025, where our agency will be working with multiple freelancers and requiring extensive data privacy provisions due to handling sensitive customer information."

Document background

The Creative Project Intake Form is a foundational document used at the inception of any creative project in Canada, designed to capture comprehensive project information while ensuring compliance with Canadian federal and provincial regulations. This form serves as the first step in the project planning process, collecting crucial details about project scope, objectives, timelines, budget, and technical requirements. It helps establish clear expectations between parties and provides a structured framework for project initiation. The document is particularly important in the Canadian context where projects must navigate both federal legislation (such as the Copyright Act and PIPEDA) and provincial regulations. It includes sections addressing intellectual property rights, data protection, and professional service arrangements, making it suitable for various creative industries while providing legal protection for all parties involved.

Suggested Sections

1. Project Contact Information: Basic information about the client and key stakeholders, including primary contact details

2. Project Overview: High-level description of the creative project, including project name, brief summary, and primary objectives

3. Timeline and Deadlines: Key dates, milestones, and overall project duration expectations

4. Budget Information: Expected budget range, payment terms, and any budget constraints

5. Project Scope: Detailed description of deliverables, requirements, and project boundaries

6. Target Audience: Description of intended audience and user demographics

7. Technical Requirements: Basic technical specifications and platform requirements

8. Content Requirements: Overview of content needs and responsibilities for content provision

9. Approval Process: Definition of review and approval workflows, including key decision-makers

10. Rights and Usage: Basic intellectual property terms and usage rights expectations

Optional Sections

1. Brand Guidelines: Section for existing brand requirements and guidelines, used when project must align with established brand identity

2. Accessibility Requirements: Specific accessibility standards and requirements, included for projects with accessibility needs

3. Security Requirements: Information security and data protection requirements, included for digital projects handling sensitive data

4. Multi-language Requirements: Language and localization specifications, used for projects requiring multiple language versions

5. Performance Metrics: Success metrics and KPIs, included when specific performance targets are required

6. Integration Requirements: Details about integration with existing systems, used for digital projects requiring technical integration

7. Physical Production Specifications: Detailed production requirements, included for physical creative products

8. Environmental Considerations: Sustainability and environmental requirements, used for projects with environmental impact concerns

Suggested Schedules

1. Schedule A - Detailed Project Timeline: Comprehensive project timeline with all milestones and deadlines

2. Schedule B - Budget Breakdown: Detailed breakdown of budget allocation and payment schedule

3. Schedule C - Technical Specifications: Comprehensive technical requirements and specifications

4. Schedule D - Reference Materials: Examples, inspirations, and reference materials provided by the client

5. Schedule E - Team Structure: Organization chart and contact information for all key team members

6. Appendix 1 - Terms and Conditions: Standard terms and conditions for creative projects

7. Appendix 2 - Change Request Form: Template for submitting and approving project changes

8. Appendix 3 - Asset Inventory: List of all assets to be provided by the client or created during the project

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

Advertising and Marketing

Digital Media

Entertainment

Publishing

Visual Arts

Performing Arts

Gaming Industry

Film and Television

Web Development

Graphic Design

Fashion and Apparel

Architecture

Interior Design

Music Industry

Public Relations

Exhibition and Events

Relevant Teams

Legal

Creative Services

Project Management

Account Management

Operations

Production

Digital

Design

Content Creation

Client Services

Business Development

Procurement

Contract Administration

Resource Management

Brand Management

Relevant Roles

Creative Director

Project Manager

Account Executive

Legal Counsel

Content Manager

Art Director

Production Manager

Digital Producer

Brand Manager

Operations Director

Creative Services Manager

Studio Manager

Design Lead

Marketing Manager

Business Development Manager

Procurement Specialist

Contract Administrator

Creative Coordinator

Client Services Director

Resource Manager

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