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Customer Intake Form - Internal

Todays Date

Request Made By:

Product Name

Why do you think this is a training need? Describe the organizational business problem you intend to solve with this training (be as specific as possible):

What actions have previously been taken to address the need before now?

Do Legal or Regulatory Requirements drive this request?   

Do Legal or Regulatory Requirements drive this request?   
A
B

Are RACE credits required for this program? 

Are RACE credits required for this program? 
A
B

Are CVPM credits required for this program?

Are CVPM credits required for this program?
A
B
C

How will success be defined and measured for this project? How will this training tie to business goals and key metrics?

Provide three to six tasks or concepts that learners should receive from the training program. These are the true goals of the training (not the project) - "After the training, the learners will be able to do X":

Approved budget for the development and delivery of materials (if applicable):

Desired deployment date

Is the date negotiable?

Is the date negotiable?
A
B
C

What’s most important to you in solving this problem:

What’s most important to you in solving this problem:
A
B
C

What objectives are you trying to achieve?

What is the purpose of the proposed training?

What are the performance gaps, and what is the desired outcome?

What metrics will measure the success of this project?

How will you reinforce the new knowledge/skill after the training?

What is the demographic of the intended audience?

What should be avoided when talking to this audience?

What does the audience believe before we tell them anything?

What’s in it for the learner? Why is this important to the individual?

Who is the secondary audience? Are separate solutions needed for each audience?

Are there any known constraints or obstacles? If so, please describe

Are there any known constraints or obstacles? If so, please describe
A
B
C

Please list the names of any SMEs for this project and their preferred methods of contact if applicable:

In addition to the SMEs, who will be involved with the content review and validation process?

Who will be the final sign-off on the training plan, design, and final materials? (name and contact information)

Does the content already exist in another format?

Does the content already exist in another format?
A
B

If yes, what is the current format not accomplishing?

Will this content become outdated?

Will this content become outdated?
A
B

If yes, please provide an estimated time when the content will need to be updated

Where will this content be hosted?