After setting up your Opportunity Tracker SharePoint List, you can create a form to directly capture ideas and wins from champions.
Why do this
Simplify data collection
Get structured input directly from form submissions.
Reduce manual entry
Automate storage in SharePoint, ready for reporting or workflows.
Ensure consistency
Keep one source of truth across teams and departments.
Step-by-step guide
Step 1: Click on the Forms link in your SharePoint list
Step 2: Create a new form
Step 3: Name your form and select what fields should be included
Keep the form simple to make submissions easy. Below are our recommended fields, but feel free to add your own if needed.
- Single line text > Your Name > Required
- Date and time > Submission Date > Required
- Choice > Department (list all departments participating in Accelerator program) > Required
Win, Opportunity or Blocker (Required)
Win, Opportunity or Blocker (Required)
Choice > Win, Opportunity or Blocker > RequiredThis field categorizes the type of submission being made.
Short Description (Required)
Short Description (Required)
Multi line text > Short Description > RequiredProvides context on the Win, Opportunity or Blocker.
Complexity (Required)
Complexity (Required)
Choice > Complexity (Low, Medium, High) > RequiredRefers to how challenging the AI opportunity will be to implement:
- Low complexity opportunity is simple to execute with minimal technical setup or change management
- Moderate involves some integration or process adaptation
- High indicates significant technical, strategic, or organisational effort is required to bring the solution to life
Impact (Required)
Impact (Required)
Choice > Impact (Low, Medium, High) > RequiredMeasuring impact is about the intended outcomes and value creation:
- Low impact rating suggests limited or short-term influence, often confined to a small group or a single process
- Medium impact indicates meaningful, measurable improvement that benefits several areas or stakeholders
- High impact represents significant, sustained change — the kind that shifts performance, perception, or behaviour at scale
Attachments (Optional)
Attachments (Optional)
Attachments > OptionalAllow users to attach supporting files or documentation.
Step 4: To share the form within your organisation, you can copy the link
