System Quick Summary

Hello! Please take a few minutes to fill in the form below with a quick summary of the system we’ll be talking to you about so we can make the most of our session together. Thank you!

Please complete the details below.

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What is the system called? e.g. Create monthly newsletter
What department does this system belong to? e.g. Marketing
Who is the main person who will use or complete this system?
If the primary person is unavailable, who would be the next person to use or complete this system?
What is the purpose of this activity and why is it important?
Are there any existing resources, such as reference documentation or training for this system? Please list it here.
What tools, logins, forms or other resources do you need to complete this system?
How long does it take to complete this system?
What are the overall, high-level steps of this system? e.g. 1. Get newsletter content. 2. Add to newsletter system. 3. Send a test for approval. 4. Send newsletter.

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