Collaborative Idea Management

Template

Pipefy’s Collaborative Idea Management is a step-by-step process, specially developed for companies that wish to implement an innovative culture among their staff, empowering each and every one of them with the possibility to submit new ideas for all company areas.

This template will help you screen all submitted ideas, assess them and decide whether they’re adequate for implementation, using email automation to communicate with the person that submitted the idea in the first place.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Assessment

Time to evaluate the new ideas – review them according to your criteria and state your final opinion.

  • 1. Ease of implementation (time)

  • 2. Impact generated by the idea

  • 3. Amount of resources needed for implementation

  • 4. What's your final opinion?

  • 5. Is this idea approved?

Result Communication

Time to communicate the results and let people know whether their ideas were approved – or not.

  • 1. Assessment result:

    • Implementation
    • Archived on the idea database
  • 2. Why did the idea go to the database?

  • 3. Email template

Implementation

Approved ideas! Waiting to be implemented!

Idea database

The idea was not initially approved, but will be kept in store for a possible use in the future.

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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