Request for Information Template

The purpose of this Request for Information template is for customers to provide the essential organisational information/data required to setup a first iteration of a TeamForm Directory.

Minimum data set

Minimum data needed:

supervisory structure aka line management structure [source system: HRIS / HRMS such as Workday, SAP Success Factors, Oracle Fusion HCM]
cross functional teaming structure [source system: often a spreadsheet]

Data

Source

Data needed

People and supervisory data

HRIS → integrate with TeamForm (goal)

Minimum:

Name, employee ID, job title, supervisory org name, manager’s employee ID, FTE

Additional useful fields:

Band, worker type, job family, contract end date, skills/job architecture

Email address

supervisory org ID

Rate card (cost per day per role)

Leave types

Cross Functional Teams data

Usually spreadsheets → replace with TeamForm (goal)

Minimum:

Teams and team types
(e.g. squads/crews, missions/domains/tribes)
Team of Teams / Value Stream Hierarchy

Also useful:

Team relationships / associations
Team Descriptions / Key Links (backlog / wiki pages)
“Hatted roles” e.g. Product Owner, Scrum Master
Additional attributes e.g. IT Asset

Skills data

HRIS or Skills Management → integrate with TeamForm

Useful if available:

List of skills
Skills mapped to individuals
Skills with other attributes (E.g. capability or job family)