Initiative Intake Worksheet

The Initiative Intake Worksheet is a lightweight discovery tool that helps L&D teams move away from order taking and towards genuine organisational partnership. Instead of responding to requests with unquestioned assumptions about what training is needed, this worksheet prompts a structured intake conversation that uncovers the real business problem, the urgency behind it, the risks of inaction, and how success will be measured. It forms part of the Value Proposition Workshop Series, where L&D teams learn to articulate their organisational value, strengthen stakeholder relationships, and frame proposed interventions in clear business language. By using this worksheet at the very start of any intake or discovery process, teams can ensure requests are explored rather than accepted at face value, allowing for evidence-informed, performance-focused decision making.

How this supports effective intake and discovery:

• Helps L&D professionals clarify the business problem before considering solutions, reducing the risk of unnecessary training.
• Provides a consistent structure for intake conversations, improving confidence and stakeholder alignment.
• Surfaces the drivers, constraints, and success measures that matter to the organisation, enabling stronger value propositions.
• Encourages a performance-first mindset by focusing on business outcomes, not content requests.
• Supports L&D teams in moving beyond order taking and towards consultative, discovery-led practise.

This worksheet comes from our Value Proposition Workshop Series, a set of practical, business-focused workshops that help L&D teams define and articulate their organisational value proposition. The programme equips teams to speak the language of the business, position L&D as a performance partner, and make confident, evidence-informed decisions about where to invest time and resources for maximum organisational impact.