A clear start for project requests

A manager briefing hub for teams learning about Northstar Services’ shared project intake approach.

Use the sample answers and meeting guide to explain the change, hear questions, and identify what needs clarification.

Colleagues around a whiteboard covered in sticky notes

The rollout in brief

Northstar Services is a fictional example. In this sample rollout, teams use one shared intake route so incoming project requests can be reviewed and routed with clearer context. Submitting a request starts a review; it does not guarantee that work will proceed.

A practical handoff example

Give a request enough context for review without promising an outcome.

A meeting room set for a handful of people

From conversation to intake

A team member raises a request to improve a client onboarding workflow. The manager helps clarify the goal, the outcome being sought, and any known timing, then directs the requester to the shared intake route for review.

  • Capture the request’s goal and intended outcome.
  • Include known timing or dependencies, rather than guessing.
  • Explain that review is not approval to begin work.