Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Define questions and boundaries
List uncertainties about processes, sources, constraints or viable scope. Define interviews, systems and samples, plus conclusions requiring additional access. The client should understand what they receive even if implementation goes to another supplier.
Deliver usable artefacts
Agree a process map, evidenced findings, alternatives and phases. Add dependencies and acceptance criteria. Do not call an estimate fixed while assumptions remain unresolved. Document material reuse and any proposed credit against later implementation.
Check delivery value
Example: executive-assistant discovery confirms two sources, an authorised role and unanswered question types. Deliver a bounded demonstration and reasons to proceed or defer. Agreed questions need answers or explained limits, not merely a generic sales deck.
Key takeaways
- Discovery should support a better-informed decision and reusable outputs.