Assignment: Designing An Intake Process

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Assignment: Designing An Intake Process

Assignment: Designing An Intake Process

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  • Review the sample intake form provided as a guide.
  • Select one addiction for which you will write a paper.

 4- to 6-page paper that includes the following:

  • Background information on the addiction you have chosen to write about. Use at least 2–3 sources of information that describe how to assess your chosen addiction.
  • Elements of an intake process that would elicit relevant information on an individual demonstrating signs of this addiction, including the following:
    • Two addiction evaluation measures that might be appropriate for that individual, and explain why you chose them
    • Five questions you would ask to assess for addiction
    • Five questions you would not ask, and explain why these questions would be inappropriate
  • You’re all too familiar with the struggle of feeling ready to tackle a project, only to discover you don’t have all of the information you need. Then you waste time tracking down those important details.

    It’s a common hurdle. In a , 27% of respondents found creative briefs to be incomplete or inconsistent.

    That’s another benefit of templatizing your project intake process flow — especially with a questionnaire or creative brief that requesters need to fill out. Within this form, you should set mandatory fields (Wrike makes this easy!) so that you’re assured that your team has all of the information they need up front, without a bunch of unnecessary and time-consuming back and forth.

    It opens the door for automation.

    Chances are, your current  intake process involves a lot of repetitive or mindless tasks — things like setting up projects, assigning owners, and setting deadlines. With a templatized process in place, it’s much easier to spot repetitive or mundane pieces of the workflow that can easily be automated.

    Rote responsibilities like project creation within your work management software and assignment of tasks can easily be  with the right tool. That way, you and your team don’t have to waste time on those housekeeping tasks and can get right to the work that matters.

    It gives you a better handle on workload.

    When work requests are flying in from every direction, it’s hard to get a handle on everything your team is working on at any given time.

    But when all requests are centralized and follow a templatized process, you have a solid grasp of all of the projects that are currently on your team’s plate so you can better manage your deadlines and resources and avoid spreading your team too thin.

    It saves you time.

    Look back at the previous benefits we mentioned, and you’ll notice a common theme: They not only save you a lot of hassle, but they also save you a lot of time.

    That’s one of the biggest perks of templatizing your client intake process or your internal project intake process. With that in place, , which saves you plenty of hours (not to mention tons of energy).

    6 questions every project intake form should ask

    You’re sold on the benefits of setting up a work intake process template. But before doing so, you need to figure out the answer to this question: What are the steps in the intake process?

    Those can vary depending on your unique team and your typical projects (everybody structures their process differently). However, we recommend that the intake process starts with this important first step: the project intake form.

    This is essentially a questionnaire or creative brief that people or teams are required to fill out in order to request that your team works on a project.

    Again, exactly what this form will look like can depend on a variety of factors. However, below are some nuts and bolts questions that every form should ask.

    1. Who is the point person for this pro

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