Confluence Intake Form

A structured intake form for proposal teams to log completed documents, tag them by service line and technology, and confirm they meet the requirements before publishing to the internal Confluence knowledge base.

Use this template

Submission Date

Account

Full Document Name (Including Acronyms)

Specific Customer Agency (Including Acronyms)

Document Type

Proposal Manager, Solution Architects, and Proposals Writers who Supported Effort

Eligible for Upload to Confluence (All Must Be Checked for Content to Be Uploaded)

I confirm the document meets the requirements

Content Type Included (Select All Applicable)

Technical Approach Past Performance Pricing Narrative Staffing Plan Management Approach Other

Broad IT Service Labels (Select All Applicable)

Cloud Services Cybersecurity Software Development Data Analytics IT Operations Digital Modernization

Management/Oversight Services (Select All Applicable)

Program Management Quality Assurance Risk Management Governance

Design and Development Services

Software Design Application Development System Integration Prototyping

Operations Services

Help Desk Support Infrastructure Operations Maintenance & Sustainment Monitoring

Data Services

Data Migration Data Analytics Data Governance Database Administration

Security Services

Cybersecurity Assessment Identity & Access Management Compliance & Risk Incident Response

Digital/Web Services

Web Development UX/UI Design Content Management Digital Strategy

Technical Best Practices, Key Terms, Processes, and Standards

Agile/Scrum ITIL NIST Framework DevSecOps

Common/Key Technologies, Tools, Products

Broad Labels

Management Technical Administrative Other

Management Functions

Planning Scheduling Budgeting Reporting

Tools

Confluence Jira SharePoint MS Project

Organizational Structure

Program Office Delivery Team Corporate Support Subcontractor

Staffing

Recruiting Onboarding Training Retention

Improvement

Process Improvement Lessons Learned Continuous Improvement Innovation

Other

Other (please specify)

Specific Labels

Confluence Intake Form

Related templates