Creating a repeatable and standard procedure will save you time when collecting and fulfilling project creation requests. Ask questions that will help determine if and how to complete a request or propose an alternate solution. Use this worksheet to craft your procedure.
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Does this scenario seem familiar to you?
Mary: "Hi John, I need a new JIRA project created for the ecological initiative we'll start working on soon."
John: "Sure Mary, what would you like this new project to be called? Who will be the project lead? Will you need a task-based workflow or a support-based workflow? Also, when do you need this created by?"
Mary: "John, let's call it "Wetlands Reconstruction. I need it by next week."
John: "Thanks Mary. I still need to know who the project lead will be and what type of workflow you desire."
The conversation continues back and forth, likely over a few hours or even days until John finally has the basic information he needs to create a new project. This is a waste of time. Instead, create a standard template for each new project request.
Ask your users to answer the following questions as part of their new project request.