Executive summary

The intake process from idea submission through evaluation, scoring, prioritisation and portfolio decision. This is the Project Intake and Prioritisation Workflow from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for project intake and prioritisation, and it walks through everything from the intake funnel and its stage gates to kpis, instrumentation and the feedback loop. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this workflow covers

This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks your team through the complete method, section by section, with a worked client example threaded throughout.

  • Context, Scope and Objectives
  • Approach and Methodology
  • The Intake Funnel and Its Stage Gates
  • Idea Capture and the Intake Form
  • Evaluation, Scoring and Prioritisation
  • Portfolio Decision, RACI and the Controlled SOP

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