Whether your team is small or enterprise-scale, a consistent intake method will help prioritize work, assign ownership, and track progress.
📥 Option 1: Jira-Based Intake (for Structured Orgs)
If your organization already uses Jira for internal ticketing, you can set up a dedicated content request workflow.
✅ Recommended Setup:
Create an Issue Type: "Content Request"
Set Fields:
Title of Request
Request Type (New / Update / Remove)
Requestor Name + Department
Target Audience
Business Priority / Reason
SME Contact Info
Preferred Completion Date
Links or Attachments
Workflow Statuses:
Requested → In Review → Drafting → Pending SME Review → Pending Approval → Published → Archived
🛠 Tip: Use automation to assign reviewers by category (e.g., Compliance → Jane).
🧾 Option 2: Lightweight Form (for Smaller Teams)
If you don’t use Jira, a form + tracker setup works well.
Tools:
Google Forms, Microsoft Forms, or Typeform
Paired with Airtable or Google Sheet tracker
Suggested Fields:
Title of Request
Request Type (New / Update / Remove)
Requestor Name + Team
Target Audience
Purpose or Reason for Training
SME Contact
Timeline
Related Documents or Links
📅 Schedule a weekly or bi-weekly triage meeting to review incoming submissions.
📊 Intake Tracker Tips
Track request status, assignee, and publish date
Include a column for priority score or tier
Track links to the live content and version history
🧠 Bonus: Maintain a "Request-to-Content" tracker to trace every request from intake to published asset.
📐 Want to Measure Training Effectiveness?
If you're aiming to measure not just completions, but real-world behavior change or business results, check out the Kirkpatrick Model for Training Evaluation.
It’s a proven 4-level framework used by L&D teams to track:
Learner reactions
Knowledge gained
Behavioral change
Business outcomes
🎯 Pro Tip: During intake, consider noting which Kirkpatrick level you're targeting. It helps align success criteria and follow-up measurement from the very beginning.
📌 Next Step:
Once your intake system is live, make it work smarter. Head to Qualifying and Prioritizing Requests to filter and score what comes in.