Learning & Enablement
Request Intake

Answer 8 questions and get two reports ready to take into kickoff.

1. A plain-language summary the requester can read and act on immediately.

2. A full diagnostic the learning team can use to scope, plan, and facilitate the first meeting with confidence.

Better intake means better projects. This gets everyone aligned before the work begins.

QUESTION 01 / 08 12%

Question 01 / 08

What is this request about, and when does it need to be ready?

Give a brief description, then pick the timeline that fits.

Timeline

// Please describe the request and choose a timeline.

Question 02 / 08

Who is this for, and about how many people?

Select all audience groups that apply, then pick a learner count.

Approximate learner count

// Please select at least one audience group and a learner count.

Question 03 / 08

Why is this needed right now?

Pick the one that best captures the real driver.

// Please select a driver.

Question 04 / 08

What should people actually do differently after this?

Pick the outcome that matters most.

// Please select an outcome.

Question 05 / 08

What already exists today?

Select everything that is currently available to work with.

// Please select at least one option.

Question 06 / 08

How will success be judged?

Select all that apply. It is okay if this is still unclear.

// Please select at least one option.

Question 07 / 08

Who should be in the first meeting?

Select everyone who should have a seat at the table.

// Please select at least one attendee.

Question 08 / 08

What do you picture the experience looking like?

Select the formats and delivery elements you are considering. We will use this to flag scope and resourcing needs early.

Delivery format

Media and content needs

Localization needed?

Accessibility needs?

// Please select at least one delivery format, one media option, and answer the localization and accessibility questions.

Learning & EnablementRequest Intake