The Creative Project Intake Form is a foundational document used at the inception of any creative project in Canada, designed to capture comprehensive project information while ensuring compliance with Canadian federal and provincial regulations. This form serves as the first step in the project planning process, collecting crucial details about project scope, objectives, timelines, budget, and technical requirements. It helps establish clear expectations between parties and provides a structured framework for project initiation. The document is particularly important in the Canadian context where projects must navigate both federal legislation (such as the Copyright Act and PIPEDA) and provincial regulations. It includes sections addressing intellectual property rights, data protection, and professional service arrangements, making it suitable for various creative industries while providing legal protection for all parties involved.
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1. Project Contact Information: Basic information about the client and key stakeholders, including primary contact details
2. Project Overview: High-level description of the creative project, including project name, brief summary, and primary objectives
3. Timeline and Deadlines: Key dates, milestones, and overall project duration expectations
4. Budget Information: Expected budget range, payment terms, and any budget constraints
5. Project Scope: Detailed description of deliverables, requirements, and project boundaries
6. Target Audience: Description of intended audience and user demographics
7. Technical Requirements: Basic technical specifications and platform requirements
8. Content Requirements: Overview of content needs and responsibilities for content provision
9. Approval Process: Definition of review and approval workflows, including key decision-makers
10. Rights and Usage: Basic intellectual property terms and usage rights expectations
1. Brand Guidelines: Section for existing brand requirements and guidelines, used when project must align with established brand identity
2. Accessibility Requirements: Specific accessibility standards and requirements, included for projects with accessibility needs
3. Security Requirements: Information security and data protection requirements, included for digital projects handling sensitive data
4. Multi-language Requirements: Language and localization specifications, used for projects requiring multiple language versions
5. Performance Metrics: Success metrics and KPIs, included when specific performance targets are required
6. Integration Requirements: Details about integration with existing systems, used for digital projects requiring technical integration
7. Physical Production Specifications: Detailed production requirements, included for physical creative products
8. Environmental Considerations: Sustainability and environmental requirements, used for projects with environmental impact concerns
1. Schedule A - Detailed Project Timeline: Comprehensive project timeline with all milestones and deadlines
2. Schedule B - Budget Breakdown: Detailed breakdown of budget allocation and payment schedule
3. Schedule C - Technical Specifications: Comprehensive technical requirements and specifications
4. Schedule D - Reference Materials: Examples, inspirations, and reference materials provided by the client
5. Schedule E - Team Structure: Organization chart and contact information for all key team members
6. Appendix 1 - Terms and Conditions: Standard terms and conditions for creative projects
7. Appendix 2 - Change Request Form: Template for submitting and approving project changes
8. Appendix 3 - Asset Inventory: List of all assets to be provided by the client or created during the project
Authors
Relevant legal definitions
Clauses
Relevant Industries
Advertising and Marketing
Digital Media
Entertainment
Publishing
Visual Arts
Performing Arts
Gaming Industry
Film and Television
Web Development
Graphic Design
Fashion and Apparel
Architecture
Interior Design
Music Industry
Public Relations
Exhibition and Events
Relevant Teams
Legal
Creative Services
Project Management
Account Management
Operations
Production
Digital
Design
Content Creation
Client Services
Business Development
Procurement
Contract Administration
Resource Management
Brand Management
Relevant Roles
Creative Director
Project Manager
Account Executive
Legal Counsel
Content Manager
Art Director
Production Manager
Digital Producer
Brand Manager
Operations Director
Creative Services Manager
Studio Manager
Design Lead
Marketing Manager
Business Development Manager
Procurement Specialist
Contract Administrator
Creative Coordinator
Client Services Director
Resource Manager
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