#Discovery Session

What is a Discovery Session Report ? Short report template for Discovery Sessions. The problem with some discovery sessions is that the documentation takes too long to produce and can be too extensive. Using templates ensures a succinct, easy to read report with the key findings. A Discovery Session usually last for 1 day or less and the report should be written with this in mind; it should be short, concise and relevant to the workshop. [Read More]

What is a Prep Call (or Preparation Call)? Prior to any onsite or face to face meeting, a preparation call looks to provide an initial introduction to the project and identify an opportunity and an initial view of the stakeholders. This should be with all parties that are to be involved with the event, internal and customer / external. Run 30-60 minute conference call with customer, going through the Workshop Preparation Guide. [Read More]