Overview

The start of a new project is always exciting for designers. However, for a project to be successful, designers need to understand the client’s specific requirements and expectations before beginning any design work. This information is gathered with a project management document called the client intake form. This form can be used and adapted to meet the needs of all kinds of projects.

It is recommended that you save a copy of the client intake form you will create for this assignment for future use in your graphic design career.

Scenario

You are a freelance graphic designer who has been hired to design the graphics for a cereal box. During the hiring process, you received a broad overview of the project requirements, but not enough detail to begin your design work. You are scheduled to have your first meeting with the client’s project manager, creative director, and marketing director later this week. During this meeting, they will answer all of your project-related questions.

You decide to create a client intake form to gather and organize the necessary information.

Directions

Create a client intake form by organizing the key categories of information provided in the GRA 290 Module One Client Intake Information document, linked in the Supporting Materials section. Then, identify two “nice-to-have” categories that may be included in client intake forms.

Specifically, you must address the following rubric criteria:

Part 1: Client Intake Form

1. Organize the key categories of a client intake form in a logical order. Consider the following questions to guide your response:
   • Which pieces of information belong together?
   • How would you organize the required information in a user-friendly manner?

Part 2: “Nice-to-Have” Information

1. List two nice-to-have categories of information that can be included in a client intake form. Consider the following questions to guide your response:
   • What additional information might be useful to know about your client before starting any design work?
   • Is this information necessary to begin design work?

1. Explain the importance of the two identified nice-to-have categories. Consider the following questions to guide your response:
   • What role does each optional piece of information play in initiating the design process?
   • Why are these categories optional and not essential for inclusion in the client intake form?
   • What might be the consequence if any of the identified information is missing?