Template

Internal Marketplace & Expertise Request Flow

A ready-to-use interactive request-to-consult template that captures structured requests, supports lightweight triage and booking, records micro-consult outcomes, and collects feedback and simple metrics to measure cycle time and impact.

Interactive Tool

Internal Expertise Request Form

Use this form to request expert help through the internal marketplace. Complete the required fields to help triage and match your need quickly. After submission, a triager will review and either assign an expert, schedule a micro-consult, or provide an asynchronous answer. This form captures booking, crediting, and a short feedback loop so the marketplace can measure cycle time and outcomes.

Request title

Short descriptive title

Your name

Team or unit

Urgency

Problem summary (what's the issue?)

Describe the problem, context, and why you need help.

Desired outcome (what would success look like?)

Expertise area requested

If Other, specify

Preferred consultation format

Micro-consult (15–30 min)

Short workshop (30–90 min)

Asynchronous answer (document or chat)

Office hours / drop-in

Estimated time needed (minutes)

Preferred times or windows

List preferred dates/times or timezone. Leave blank if flexible.

Information sensitivity

Allow expert to record notes or share a summary internally?

Links to supporting docs (paste URLs)

Preferred crediting (timebank or cost center)

Expected resolution date (if any)

YYYY-MM-DD or natural language

(For triage) Assigned triager

(For triage) Final priority

(For triage) Notes and routing decision

(For triage) Assigned expert or team

(For booking) Scheduled date/time or calendar link

Include timezone and booking link if scheduled

Consult outcome summary (post-consult)

Short summary of advice, decisions, and next steps

Was the request resolved?

Outcome impact (1 low — 5 high)

1.0 10.0

Requester feedback on the consultation

Is follow-up required?

If yes, follow-up owner

Time spent (minutes)

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Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.

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Internal Marketplace & Expertise Request Flow

Internal Expertise Request Form

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