A discovery workshop is the first and most important step in any project. We delve into what the discovery phase entails and how we use it to develop a strategic growth plan for your business.


What is a discovery workshop?

A discovery workshop is usually the first meeting between the project manager, team members and the client. In this meeting you will outline and understand the project requirements, and determine things such as the budget, timeline and other logistics and goals. You’ll also discuss the project objectives, organize a plan and establish measurements for success.

The purpose and benefits of a discovery workshop

One of the benefits of a discovery workshop is that it helps project participants and the client to understand the project plan and expected outcomes. Other benefits include:

Gain a better understanding of client expectations

A workshop gives the project manager and other team members the opportunity to discuss the project with the clients and ask questions about their priorities and expectations.

Establish what success means

During the workshop you’ll be able to discuss each person’s role within the project and how they can meet the project outcomes.

Better project planning

A workshop allows you to develop a project plan and iron out important details, such as the budget and timeline.

Discovery areas of untapped potential. Book a Discovery workshop with our crew today!

Highlight any potential risks

Identify and discuss the potential risks or blockers for the projects. You can also use this meeting to brainstorm solutions to resolve any issues effectively.

Clear communication

Transparency and good communication is key in any project. A workshop allows you to outline your client’s communication expectations, such as how they’d like to communicate (a meeting, phone call or via email) and how often.

Who should be in the workshop meeting?

The project manager is in charge of leading the discovery. The PM will also set the agenda and guide the discussion to ensure that all the important aspects are discussed.

The client will also attend the workshop, as well as key members of the project team, such as a developer, strategist and designer.

Common objectives of a discovery workshop

A workshop is an opportunity to define the goals for the project. The client will explain their expectations and the project manager will share the skills and capabilities of the team for achieving those goals. Some of the desired and expected outputs from a discovery workshop are:

SMART goal setting

Using the SMART (specific, measurable, achievable, relevant and timely) method, you can define project goals and ensure that the client is setting realist and achievable expectations for the project team.

Defining the budget

Determining the budget during the discovery phase helps the project manager understand the priorities of the project. It also ensues that everyone is clear on the expected costs so that right resources can be allocated to the project.

Setting the timeline

With a project timeline, you’re able to identify key milestones. Milestones are key indicators of whether you are progressing toward the overall project outcome. You’ll also set the final completion date and identify any factors that may affect the team from meeting that deadline.

Determining what success means

Here you’ll discuss how you plan on measuring the success of the project outcomes. Some common measurements of success are staying within the agreed timeline and budget or the quality of the finished product.

Are you ready to blast off and discover your company’s full potential?

Our discovery workshop is aimed at SaaS companies who’ve decided to make the digital shift and use their website as their primary sales channel. In our workshop we get a much deeper understanding of your strategy and align your marketing strategy with your website.

Together, we will set your long-term goals and discover quick wins and build business cases. This is also an opportunity for you to assess if we are the right partner to help you achieve your goals.