Report Requests

Template

This template is a process for new requests. There are backlog steps, prioritization, several approvals and a specific step for execution. Through it, a report can be made where it will be possible to control the time it took to fully execute the demand. As a differential, you will find effort estimation by Fibonacci, as well as rollback planning.

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Template structure

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

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  • 1. Name

  • 2. Email

  • 3. Type of demand

    • Simple Dashboard
    • Report
    • BI Creation
    • Other
  • 4. If other, please detail the request.

  • 5. Demand description

  • 6. Financial feedback

  • 7. Investment

Backlog

  • 1. Assignee

Prioritization

  • 1. Priority level

  • 2. Estimating effort

    • 1
    • 2
    • 3
    • 5
    • 8
    • 13
    • 21
    • 34
    • 55
    • 89
  • 3. Responsible squad

    • Squad A
    • Squad B
    • Squad C
  • 4. Macro detailing

  • 5. Due date

Approval

  • 1. Approver

  • 2. Approval

    • Approved
    • Not approved
  • 3. Reason for refusal

Planning

  • 1. Final effort estimate

    • 1
    • 2
    • 3
    • 5
    • 8
    • 13
    • 21
    • 34
    • 55
    • 89
  • 2. Business need

  • 3. Where and how data will be accessed

  • 4. Headcount

  • 5. Rollback planning

  • 6. Rollback planning

  • 7. Are there any new sources of data?

    • Yes
    • No
  • 8. If so, which?

Initial approval

  • 1. Approver

  • 2. Approval

    • Approved
    • Not approved
  • 3. Reason for refusal

Running

  • 1. Have all the tests been performed?

    • Yes
    • No
  • 2. Achieved result score

    • 1
    • 2
    • 3
    • 4
    • 5
  • 3. Approximate number of hours for requesting

  • 4. Is the demand finished?

    • Yes
    • No

Final approval

  • 1. Director

  • 2. Demand approved successfully?

    • Yes
    • No
  • 3. Why was the demand not approved?

Done

Filed

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