Workshop: Running Discovery Projects

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February 11, 2018

Workshop: Running Discovery Projects

Running digital projects is hard. When expectations are mismanaged during initial client conversations, running digital projects is nearly impossible. Before the work begins, you and your client must agree to terms, so you define the project and provide an estimate. Once agreed, you have to manage to that budget for the life of the project regardless of what else you learn. This is nuts. One of your most important constraints–budget–is defined when you will know the least about the project, the beginning. The largest risk in any digital project is building the wrong thing, but a few conversations and a quick estimate do not provide what you need to build the right thing.

We understand that agile and iterative techniques can help mitigate risk during a project, but how do we make sure that we are on good foundation at the beginning of a project? In this workshop, we will discuss how you can implement Discovery Projects to dive into a project with confidence. You’ll be armed with a thoughtful, scoped roadmap to provide more accurate estimates and begin to chart the course of your project. During our time together, we will walk through the sales process, contracts, research, non-kick-off meetings, and building trust with the client team along the way.

-The case for doing Discovery Projects
-Selling Discovery Projects
-Interviewing Stakeholders and Users
-Getting just enough feel for Design requirements
-Non-kick-off meetings: An approach different than a “Kick-Off” which includes exercises designed to engage clients while providing critical insights
-Documentation that can set up project success
-Closing the deal on the larger project
-Lessons learned from running Discovery Projects



February 11, 2018