Project Outsourcing Requirements Form
This is an intake form to gather all essential project details from you (as our potential client), so we can better understand the problem, and curate the appropriate solutions after our initial assessment.
Your Email Address:
*
example@example.com
Company Name (if applicable)
Optional
Mobile Number (Viber, WhatsApp, Telegram)
*
-
Area Code
Phone Number
1. Industry
*
Agriculture & Forestry
Aviation & Aerospace
Banking & Financial Services
Biotechnology & Pharmaceuticals
Business & Professional Services
Construction & Real Estate
Consumer Goods & Retail
Education & Training
Energy, Mining & Utilities
Entertainment & Media
Government & Public Administration
Healthcare & Wellness
Hospitality & Tourism
Information Technology & Services
Manufacturing & Industrial
Non-Profit & Social Services
Software & E-Learning
Telecommunications
Transportation & Logistics
Other
2. What is the project about? (Kindly provide brief description of the project)
3. Key Objectives and Goals of the project (select all that apply)
*
Cost reduction
Efficiency Improvement
Compliance / Risk Management
Digital Transformation / Change Management
Data Migration
Automation / Reduction of Manual Work
Other
4. Project Scope and Deliverables (be as specific as possible):
*
What outputs or solutions do you expect to achieve by the end of this project? What is included in scope, and what is out of scope?
5. Project Target Completion Date:
*
-
Month
-
Day
Year
Date
6. Budget Range (Estimated Investment, Cost, etc)
*
Type option 2
P 80,000 - P 150,000
P 150,000 - P 200,000
P 200,000 - P 400,000
P 400,000 - P 600,000
P 600,000 - P 800,000
more than P 800,000
Other
7. Project's Functional Area of Focus (select all that apply)
*
AI & Data Science
Analytics & Statisttics
Digital Marketing & Sales
SaaS / Software Development
Tech Infrastructure / Cloud / Workflows
Automation & Manual Work Reduction
Processes, Operations/SOP & Systems
Other
8. Tools/Platforms currently used or preferred to use (select all that apply):
*
Jira / Atlassian / Confluence / Trello
SharePoint & MS Office 365 / MS Project
ClickUp
Monday.com
Wrike
Smartsheet
Teamwork.com
Hive
SmartSuite
Taskade
Coda
Notion
Zoho
freshservice
Basecamp
Citrix Podio
ProofHub
Other
9. Preferred Engagement Model with us (select all that apply):
*
End-to-end Project Management
PMO Support (documentation, reporting, governance)
Agile / Scrum Facilitation
Hybrid / Custom
Other
10. Project Reporting / Communication Preferences "FREQUENCY" (select all that apply):*
*
Daily
Weekly
Bi-Weekly
Monthly
Quarterly
Other
11. Project Reporting / Communication Preferences "CHANNELS": (select all that apply):
*
Email
Texts/Viber/Calls/WhatsApp
MS Teams/Google Meet
Onsite / RTO / In-Person
12. Project Start Date:
*
-
Month
-
Day
Year
How soon can we start? (if rush, and if everything is ready)
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