/// Derek Dorsett
/// PROJECT INTAKE
/// PROJECT INTAKE PIPELINE

Triage first.
Then scope.

Every L&D project enters through two gates. The Request Form filters non-training problems before they get dressed up as courses. The Scope Intake walks the 5-Pillar Scoping Framework with Map It's behavior-first discipline baked in.

/// stage 01 02 min

Project Request Form

Mager filter · upstream triage

Sponsors and requestors submit here first. Robert Mager's performance-analysis logic routes each request to one of five outcomes — full training build, performance support, not-a-training-problem, duplicate, or insufficient info.

Submit a request
/// stage 02 20-40 min

Project Scope Intake

5-pillar · map it integrated

Runs after a Stage 01 request routes to "training build." Walks Business Problem (with §2.4 Action Mapping Diagnostic per Moore 2017) → Learner Analysis → Interactivity & Constraints → Governance → Success Metrics. Output feeds the instructional design phase.

Start scope intake
/// pipeline flow
PROJECT REQUEST SCOPE INTAKE INSTRUCTIONAL DESIGN CREATE DELIVERABLES DEPLOY

Both forms export JSON. The Scope Intake will ingest the Request Form's JSON output and auto-populate matching fields — identity, audience, deadline, and Mager-filter diagnostic outputs flow straight into §2.2 root-cause and §2.4 non-training-solutions without re-typing.

/// triage logic

Robert Mager's performance-analysis framework: distinguish know-how gaps from environmental barriers (incentive, tool, process, management). The form pushes back on requests before they become courses.

/// scoping framework

5-Pillar Scoping with Cathy Moore's action mapping at §2.4 — distinguish information needs from behavior needs, name the on-the-job decision point, probe for non-training solutions.

/// downstream

Output JSON feeds the scope intake, then the instructional design phase (alignment matrix, paradigm tagging, design constraints), then the deliverables build guide for block-by-block course architecture.