Thanks to everyone who joined our PMO Crew: Intake and Prioritization event! We had a fast-paced, practical session focused on designing effective intake processes and prioritizing work to align with strategic goals. Whether you’re building from scratch or refining your current system, there was something for everyone.
3 Key Takeaways 👀
- Most project issues start at intake: If you don’t capture the right information up front, execution suffers. Designing intake as a decision-making system—not just a form—helps ensure you get the details you need to succeed. Bad input leads to bad execution, so invest in getting intake right.
- Standardization and structure matter: Use required fields, dropdowns, and linked records to standardize requests and capture actionable data. Avoid long, unstructured text fields and make sure every request ties back to a strategic initiative—no orphaned work!
- Prioritization should be simple and transparent: Use straightforward scoring models (like impact, effort, urgency) and link requests to portfolio priorities. Don’t over-engineer your scoring—clarity and alignment are more important than complexity.
Watch the Recording
And save the date! Our next PMO+ session will be Project Execution & Workflow Design on September 24. It will be a deep dive into what happens after intake, including stakeholder notifications and project tracking.
👋 New to the crew? You're welcome to jump in at Session 2. You can also catch the Session 1 recording on the PMO+ Builder Crew page to get up to speed.