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Data request intake and triage kit

The intake form, triage rubric and estimate worksheet the analytics team uses to turn a vague request into a scoped piece of work — or into a decision not to do it.

Published June 3, 2026 Updated August 4, 2026

Link to resource
Audience
Analysts Program staff Leadership
Access
Members only Request required
What do these mean?
Analysts
Research, data and evaluation staff.
Program staff
The people running the service day to day.
Leadership
Directors and deputies making the call.
Members only
Restricted to members of a specific body.
Request required
You email the publisher to get a copy.

What it is

Three linked sheets. The intake form asks the four questions that decide whether a request is answerable: what decision it feeds, when the decision is made, what would change if the answer came back the other way, and who owns the data. The triage rubric scores the answers. The estimate worksheet converts a scoped request into a range of analyst-days.

Who it is for

Any team that receives more requests than it can serve and currently sorts them by who asked most recently. It is written for an internal analytics function, but the four intake questions transfer to almost any shared service.

How to use it

Send the intake form back, once, when a request arrives as a sentence. About a third of requests do not come back — which is the point, and is not a failure. Score what does come back at a standing weekly triage of no more than twenty minutes, and publish the queue so requesters can see where they sit.

Notes from the library

The estimate worksheet is the weakest sheet and we say so: the ranges reflect this team’s tooling and will be wrong for yours until you have calibrated against a dozen finished requests. The intake form is the piece worth copying first.

About

Year published
2026
Contact email
Fictional contact — demo only

Who it is for

Topics
  • data requests
  • intake and triage
  • workload planning
  • templates
Language
English

Printed from Resource Library
https://crypticpy.github.io/phct/examples/resource-library/catalog/data-request-intake-kit/