# Discovery

### Purpose

Discovery is used to understand the problem before committing to a solution. The goal is to learn enough to decide whether to stop, proceed, reshape the opportunity or move into alpha.

### When to Use This Phase

Use discovery when the problem is unclear, the users are not well understood, the customer is asking for a solution before the need has been validated, significant constraints may exist, or a commercial commitment would be risky without more evidence.

### Primary Decision

At the end of this phase, we should be able to answer:

> Is there a real problem worth solving, and do we know enough to define a credible alpha or next phase?

### Core Questions

* Who are the users?
* What are they trying to achieve?
* What problem are we solving?
* What evidence shows the problem exists?
* What policy, operational, legal, security or technical constraints apply?
* What has already been tried?
* What data exists?
* What risks are most important?
* What options should be explored next?
* Is there enough value to justify further investment?

### Key Activities

* stakeholder interviews
* user research
* current-state mapping
* journey mapping
* service blueprinting
* technical discovery
* data discovery
* security discovery
* policy and process review
* supplier and dependency mapping
* risk assessment
* opportunity sizing
* initial roadmap development

### Expected Outputs

* problem statement
* user needs summary
* stakeholder map
* current-state assessment
* journey maps
* constraints log
* risks and assumptions log
* options assessment
* alpha recommendation
* initial roadmap
* commercial recommendation
* draft scope for next phase

### Entry Criteria

* sponsor identified
* initial opportunity or problem described
* access to stakeholders agreed
* discovery timebox agreed
* commercial authority in place
* security and confidentiality requirements understood

### Exit Criteria

* problem is clearly described
* priority users and needs are identified
* constraints and dependencies are visible
* major risks are recorded
* options for alpha or next step are defined
* recommendation is evidence-based
* customer decision is recorded

### Evidence to Capture

* research plan
* interview notes
* research synthesis
* journey maps
* technical discovery notes
* data assessment
* risk log
* decision log
* recommendation report
* show and tell outputs

### Commercial and Statement of Work Considerations

* keep discovery scope tightly timeboxed
* avoid committing to build outputs during discovery
* record assumptions for the next Statement of Work
* identify customer dependencies early
* separate discovery recommendations from contractual commitments

### IP and Accelerator Considerations

* use discovery templates and interview guides as Background IP
* do not place customer confidential content into reusable templates
* identify reusable patterns that may accelerate alpha
* record any customer-specific materials separately

### Security, Data and Assurance Considerations

* classify information before collection
* confirm whether personal or sensitive data is involved
* limit access to research and customer materials
* identify likely assurance requirements for later phases

### Common Risks

* solution bias
* insufficient user access
* stakeholder assumptions treated as evidence
* unclear sponsor
* discovery turning into build
* hidden technical constraints
* unrecorded customer dependencies

### Practical Checklist

* Agree discovery goal and timebox
* Confirm stakeholders and user groups
* Prepare research and workshop plan
* Set up evidence repository
* Run research and analysis
* Map constraints and dependencies
* Review risks and assumptions
* Develop options and recommendation
* Run discovery playback
* Record decision on next step


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