Initial consultancy
1–2 hour session to understand your business, goals, and context. We finish with clear next steps.
- Guided interview about business and goals
- Brief review of product and processes
- Definition of objectives and success criteria
- Initial identification of risks and priorities
- Brief description of the company and audience
- Key people present in the meeting
- Read-only access or demo (if applicable)
- Key dates and possible constraints
- Session summary
- Prioritised objectives and hypotheses
- Checklist of pending information
- Schedule for the Plan phase
Have questions about this phase? Book a free consultation.