Capture incoming requests

Ask only what you need

Begin with the request’s purpose, desired outcome and needed-by date. Mark essential fields clearly. Explain unfamiliar questions with examples rather than collecting information that nobody uses.

Create a consistent entry point

Share one intake location with your team. Keep supporting files and links attached to the request so reviewers do not need to search through email.

Test the request form

Ask someone unfamiliar with the process to submit a request. Remove confusing questions and check that the owner receives enough context to take the next step.

• Confirm the next owner before handing work over.

• Keep the outcome and its context attached to the request.