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Workflow

Incoming Request Triage

Turning a stream of asks into reasoned enter, wait and decline calls

About this workflow

Handling the requests that arrive from sales, support, customers and executives — each captured in the requester’s own words, clarified to the need beneath it and assessed against the current plan. The work runs from writing down the round’s requests and merging duplicates, through an enter, wait or decline call for each with its reason, until every requester has a drafted reply.

Its purpose is to keep the agreed priorities from being rewritten by whoever asks loudest. An escalated request that slips in unexamined costs something already planned, and a request that is never answered teaches the people who raised it that asking is pointless.

The recognizable task

Typical trigger
  • Requests arrive continuously from sales, support, customers and executives
  • An escalated ask threatens to bypass the agreed priorities
  • A backlog of unanswered requests has built up
What good looks like
  • Every request is recorded as asked, with the need beneath it stated separately
  • Every call is made against the current plan, and any exception is recorded with its reason
  • Every requester gets a reply that says the decision and why, with no promise the plan does not make