Tell us what you’d like to receive at the end and share any helpful examples or files.
Tick all that make sense. These are the files/tools you’ll approve to sign off the sprint.
Step-by-step checklist
Updated SOP / procedure document
Quick-reference cheat sheet (1 page)
Slide deck used in the session
Recording of session (if remote)
Simple scorecard or KPI tracker
Manager follow-up guide
Other (optional):
You’ll upload or link files on the next screen in the real app. Here we just show the categories.
Current forms or templates
Existing SOPs or instructions
Screenshots where staff get stuck
Reports or examples that show the gap
Past training materials
Any of these can be uploaded: PDFs, Word, Excel, screenshots, or links.
Blackout dates, shift patterns, union rules, software you must use, security/privacy rules, travel limitations.
Internal owner (who signs off)
Priority
Blackout dates
Shift patterns
Union rules
Add blackout rules
+ Recurring time window
+ Specific date
+ Monthly pattern
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Start time
End time
Leave empty if not applicable
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Start time
End time
Leave empty if not applicable
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Date
Start time
End time
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