Project Management

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Intake Process

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Megan Sorenson IS Program Manager| Henry Ford Health Detroit, MI, United States

What is your project intake process look like? How do you balance prioritization, resource constraints, operational engagement, and organizational strategic plans into your decision making? How do you set capacity limits per PM?

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Luis Branco CEO| Business Insight, Consultores de Gestão, Ldª Carcavelos, Lisboa, Portugal
An important question.

In my experience, the effectiveness of an intake process depends less on prioritization frameworks and more on the organization's ability to make disciplined trade-offs.

Most organizations do not suffer from a shortage of ideas.
They suffer from an excess of initiatives competing for finite attention, capacity and change absorption.

When evaluating demand, we look at three dimensions together: strategic alignment, expected value and organizational capacity. If any one of them is missing, prioritization quickly becomes an exercise in optimism rather than decision-making.

I also tend to avoid fixed capacity limits per PM.
Capacity is not simply a resource metric. It is influenced by complexity, dependencies, stakeholder load, decision latency and the organization's ability to absorb change.

Ultimately, an intake process is not just a project selection mechanism.
It is a resource allocation and focus management mechanism.

The hardest decision is rarely what to start. It is what not to start.
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Ron Brown United States

Our intake process starts with a standardized request that captures business value, strategic alignment, resource requirements, dependencies, risks, and expected outcomes. We review requests through a governance process and prioritize them using a scoring framework that balances organizational strategy, operational needs, regulatory requirements, customer impact, geometry dash online, and ROI. Resource constraints are factored into prioritization discussions early. We maintain a capacity plan that accounts for both project work and operational support, reserving a portion of bandwidth for unplanned work and business-critical requests. For PM capacity, we don't rely solely on project counts. We consider project size, complexity, stakeholder load, risk level, and delivery phase. As a guideline, a PM may handle several small projects simultaneously, but only one or two highly complex initiatives at a time. Capacity is reviewed regularly and adjusted based on changing priorities and organizational needs.

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Lissette Indhira Pimentel Sosa
Community Champion
Program Manager| HARPER SRL Santo Domingo / Distrito Nacional, Dominican Republic

It starts by evaluating strategic alignment, expected value, dependencies, risks, and resource availability before a project is approved. We don't use a fixed number of projects per PM. Capacity depends on project size, complexity, and the level of support each initiative requires.

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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
We are using generative AI to do that.

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