4 Replies
Bob S

Hi Shonna,

My usual advice on this is to think hard about what you really want your  Training Request Form to do for your team and how you want your stakeholders (ie internal customers) to feel about your services.

No form will ever capture all the information you need to make a go/no go decision, let alone start the ID process. And any form that attempts to do so is likely going to be so ponderous that it's a significant barrier for your stakeholders.

So instead, I view a TR Form as an "invitation to a conversation".   I make sure they are one page or less, and contain just enough info for us to sit down and start a conversation about your needs. It asks only big picture questions like "what is the current name of the project" and "who is the audience" and  a 1-2 sentence description, of the purpose, etc.  Basically.... I view the TR Form as what I would ask you in a quick hallway conversation before setting a sit down appointment.

Then.... We use a much more comprehensive tool that the ID/Project Manager takes the stakeholder through and fills out with and for them. This is where you capture the detail, clarify the thinking, etc. and can start the process.

Over the years I've found this approach lowers the  barrier to training, still adds some structure to the process, and opens the door for a more meaningful conversation where the stakeholder doesn't resent covering details for the second time  ("why did I fill out that other form if you're asking me about this anyways?")

Hope this helps!