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.
Why use it?
Use the template for the report to avoid spending too much time and effort creating a report that is bespoke and too long.
Related Practices
What do you need?
The report template.
There are a number of templates available, provided in the link below. The key criteria for the report are:
- 12 to 15 pages (A4) maximum.
- Ensure all the currently recognised Stakeholders are included in the report and in the distribution list. This should include both internal and client representatives.
- The Opportunities be clearly defined in the report
- It is delivered within 5 working days of the Discovery Session being run.
Suggested Time
- 4 hours
Difficulty
- Facilitator: Easy
- Participants: Easy
Facilitation Materials Needed
- N/A
Process Phase
Any time
Delivery
External References
Sample Discovery Session Report for Standard Operating Environment
Activity Spaces Influenced
| Activity Area | Activity Space | Influenced |
|---|---|---|
| Customer | Explore Possibilities | x |
| Customer | Understand Stakeholders Needs | x |
| Customer | Ensure Stakeholder Satisfaction | |
| Customer | Use The System | |
| Solution | Understand the Requirements | x |
| Solution | Shape the System | |
| Solution | Implement the System | |
| Solution | Test the System | |
| Solution | Deploy the System | |
| Solution | Operate the System | |
| Endeavour | Prepare to do the Work | |
| Endeavour | Coordinate Activity | |
| Endeavour | Support the Team | |
| Endeavour | Track Progress | |
| Endeavour | Stop the Work |
Input Alpha States
| Alpha | State | TotalStates |
|---|---|---|
| Opportunity | 6 | |
| Stakeholders | 6 | |
| Requirements | 6 | |
| Software System | 0 | 6 |
| Work | 0 | 6 |
| Way of Working | 0 | 6 |
| Team | 5 |
Output Alpha States
| Alpha | State | TotalStates |
|---|---|---|
| Opportunity | 1 | 6 |
| Stakeholders | 1 | 6 |
| Requirements | 1 | 6 |
| Software System | 0 | 6 |
| Work | 0 | 6 |
| Way of Working | 0 | 6 |
| Team | 5 |