We’ve worked with many customers who have put a lot of effort into developing effective Intake Forms to gather essential information from their requestors and learners.
To help you create your own forms, we’re sharing our collection of questions:
Requestor Information
Title
Department
Office Location
Who is the primary decision maker for this request?
Who should be the main point of contact once L&D receives this request?
Audience
Which department is this request for?
How many employees will be targeted by this training?
Who is the primary audience for this training?
Why is this training important for this specific audience?
Is this training for you or your department?
Training Need
What specific situation, challenge, or need is driving this request? Please describe in detail.
What type of training is needed?
Does this training already exist in another format?
What have you already done to address this situation or challenge?
What materials or resources do you currently have (or know of) that can support this training?
Timeline
How urgent is the need for this training?
When does the training need to be available?
Are you willing to assist as a Subject Matter Expert (SME)?
Delivery
Is there a budget available for this training?
Which delivery methods will work best for the target audience?
What is the preferred format for the training?
Who else should we involve in creating this training?
Business Outcome
What internal competencies or values does this training address?
What skills or competencies will learners gain?
What business outcomes do you expect if this training is developed?
What business outcomes will occur if this training is not developed?
How would you suggest we measure the effectiveness of the training?
Additionally, we’ve created a Training Request Form Template that you can download and use. Download the template here.
