📥 Design Intake Form
Purpose: Use this form before tasking a Product Designer to ensure strategic alignment, value clarity, and efficient delivery. This process ensures that every design request is purposeful, measurable, and trackable.
✅ When to Use This Form
Use this intake form anytime you need design support—including UI/UX, prototypes, assets, or exploratory design thinking. Complete this before opening a design ticket in JIRA.
✍️ How to Use
1. Copy the intake form template below.
2. Fill out each section with as much detail as possible.
3. Paste the completed form into a JIRA ticket
4. Tag the appropriate designer and mark stakeholders in the ticket.
5. A designer will respond with a time estimate and schedule the activation.
📋 Intake Form Template (Copy/Paste into JIRA)
1### 🎯 What is the objective of this design task?
2_What business problem or opportunity are we addressing?_
3
4> [Your answer here]
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8### 💸 What value does this task bring to the company?
9_Why is it worth investing design time and money into this? What outcomes do we hope to drive?_
10
11> [Your answer here]
12
13---
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15### 👤 Who is this for?
16_Primary user/audience:_  
17> [Your answer here]
18
19_Internal stakeholders (if any):_  
20> [Your answer here]
21
22---
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24### 🧪 What is the proposed UX solution (if any)?
25_Do you already have an idea for what this should look or feel like? Or do you want exploratory help?_
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27> [Your answer here]
28
29---
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31### 📈 What are your success metrics?
32_How will we know if the design work is successful?_
33
34> [Your answer here]
35
36---
37
38### 📦 What design deliverables do you expect?
39_Mockups, prototypes, flows, documentation, assets, etc._
40
41> [Your answer here]
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43_How will these be used or handed off?_
44
45> [Your answer here]
46
47---
48
49### 🤝 Who needs to be involved in collaboration?
50_Other PMs, engineers, data, marketing, SMEs?_
51
52> [Your answer here]
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54---
55
56### 🗓️ What is your ideal timeline or deadline for this task?
57_Any hard dates for reviews, handoff, or launch?_
58
59> [Your answer here]
🕒 What Happens Next?
A designer will review your intake and assign an estimate (usually in 1–2 week sprints).
The request will be added to the Design Sprint board for prioritization.
You’ll be invited to a kickoff or async discussion depending on complexity.