Creative Project Intake Form

Creative Project Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Creative Project Intake Form for a digital marketing campaign project starting March 2025, involving website redesign, social media assets, and video content creation, with specific sections for timeline tracking and multiple stakeholder approvals."

Document background

The Creative Project Intake Form is a crucial document used in the Australian creative services industry to formally initiate and define new projects. It serves as the first step in establishing a clear understanding between creative service providers and their clients, capturing essential project information, requirements, and expectations. This document is designed to comply with Australian legal requirements, including the Copyright Act 1968, Australian Consumer Law, and relevant state-specific regulations. The form should be used at the beginning of any new creative project to ensure all parties have a shared understanding of the project scope, deliverables, timelines, budget, and legal considerations. It helps prevent misunderstandings and provides a solid foundation for project execution while protecting the interests of both creative professionals and their clients.

Suggested Sections

1. Client Information: Basic details about the client including business name, ABN/ACN, contact person, address, phone, email, and website

2. Project Overview: High-level description of the project, including project name, type of creative work required, and primary objectives

3. Project Requirements: Detailed specifications of what the project entails, including deliverables, format requirements, and technical specifications

4. Timeline: Key project dates including start date, milestone dates, and final delivery date

5. Budget Information: Budget range, payment terms, and any specific financial requirements or constraints

6. Intellectual Property Rights: Declaration of IP ownership, transfer of rights, and usage rights for the creative work

7. Approval Process: Definition of review and approval procedures, including number of revision rounds and sign-off requirements

8. Terms and Conditions: Standard terms including confidentiality, liability, termination, and dispute resolution

Optional Sections

1. Brand Guidelines: Used when the project must align with existing brand standards - includes color codes, typography, and style requirements

2. Technical Requirements: Required for digital projects - includes platform specifications, file formats, and technical constraints

3. Team Structure: For larger projects requiring multiple team members - outlines roles, responsibilities, and key contacts

4. Content Requirements: When content needs to be provided by the client - includes content delivery schedule and format specifications

5. Distribution Rights: For projects requiring specific distribution or licensing arrangements - includes territory rights and usage limitations

6. Accessibility Requirements: When the project must meet specific accessibility standards - includes compliance requirements and guidelines

Suggested Schedules

1. Schedule A - Project Brief: Detailed creative brief including project goals, target audience, tone, style, and specific requirements

2. Schedule B - Fee Schedule: Breakdown of costs, payment milestones, and payment terms

3. Schedule C - Timeline and Deliverables: Detailed project timeline with all deliverables, milestones, and deadlines

4. Schedule D - Reference Materials: Any reference materials, inspiration, or examples provided by the client

5. Appendix 1 - Technical Specifications: Detailed technical requirements and specifications for the project

6. Appendix 2 - Brand Guidelines: Client's brand guidelines and style requirements if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Marketing

Digital Media

Entertainment

Publishing

Fashion

Retail

Technology

Education

Professional Services

Arts and Culture

Gaming

Broadcasting

Corporate Communications

Event Management

Relevant Teams

Creative Services

Project Management

Account Management

Production

Client Services

Business Development

Operations

Legal

Finance

Marketing

Digital

Design Studio

Relevant Roles

Creative Director

Project Manager

Account Manager

Art Director

Graphic Designer

Marketing Manager

Brand Manager

Production Manager

Client Services Director

Digital Producer

Content Manager

Creative Services Manager

Business Development Manager

Operations Director

Studio Manager

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