One of the simplest, most effective ways to preserve researchers’ focus and ensure alignment across teams is to have a solid intake form. We use this to evaluate, scope, and route research requests, whether you're running centralized or embedded research practices.
🛠 Why a Form?
Before any research gets scheduled, this form helps us:
Prioritize based on impact, urgency, and feasibility
Set expectations with stakeholders
Route requests to the right people
Track and manage everything in one place (we connect this to Jira to create a ticket for tracking)
We intentionally designed the form to balance clarity and efficiency—enough context to make decisions, without overwhelming requesters.
Here’s a breakdown of how our intake form works and how you can adapt it for your team: Project Information, User Research Information, Operation Support Information, and Approval.
