Get clear on the decision, why it matters, who sponsors it, what's in or out of scope, and what "useful" looks like before technical work expands. If that isn't written, we stop.
What we clarify
- Which operational decision must improve
- Who sponsors and who can say no
- What is in scope vs explicitly out of scope
- Constraints: access, timing, risk, compliance
Typical outputs
- Working problem statement
- Stakeholder and decision map
- Draft engagement boundaries
- Success standard for this phase
Why it matters. Without a shared decision and sponsor, discovery easily turns into an endless systems tour.