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Discovery Phase model

Discovery Phase Checklist

1. *Preparation

Define project goals and objectives

Identify key stakeholders and team members

Allocate resources and budget for discovery phase

2. *Research

Conduct market research and analysis

Review existing systems and infrastructure

Identify potential risks and challenges

3. *Requirements Gathering

Conduct interviews with stakeholders

Create user personas and user stories

Prioritize functional and non-functional requirements

4. *Scope Definition

Define project scope and boundaries

Create a project timeline and milestones

Identify deliverables and success criteria

5. *Technology Assessment

Evaluate existing technology stack

Identify potential technology solutions

Conduct feasibility studies and cost analysis

6. *Risk Assessment

Identify potential risks and mitigation strategies

Create a risk management plan

Assess impact of risks on project timeline and budget

7. *Documentation

Document all findings, requirements, and decisions

Create a project roadmap and plan

Present findings and recommendations to stakeholders

8. *Approval

Obtain approval from key stakeholders

Finalize project scope and budget

Kick off the next phase of the project

9. *Post-Discovery Review

Conduct a post-discovery review with the project team

Identify lessons learned and areas for improvement

Update project documentation and plans as needed

10. *Communication Plan

Develop a communication plan for regular updates and progress reports

Identify communication channels and frequency of updates

Define roles and responsibilities for communication within the team

11. *Stakeholder Engagement

Engage with key stakeholders throughout the discovery phase

Seek feedback and input on project goals and requirements

Keep stakeholders informed of progress and decisions

12. *Quality Assurance

Establish quality assurance processes and criteria for the discovery phase

Conduct regular reviews and audits to ensure compliance with requirements

Identify areas for improvement and corrective actions

13. *Training and Development

Identify training needs for team members involved in the discovery phase

Provide resources and support for skill development and knowledge enhancement

Conduct training sessions to improve team effectiveness and efficiency

14. *Vendor Assessment

Evaluate potential vendors or external partners for technology solutions

Conduct due diligence and risk assessment on vendor capabilities

Negotiate contracts and agreements for vendor services

15. *Feedback and Iteration

Gather feedback from stakeholders on the discovery phase process

Use feedback to make improvements and iterate on project plans

Implement changes based on feedback to enhance project outcomes

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