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Research + Discovery checklist

The Research + Discovery phase ends with a Checkpoint meeting to confirm your team is ready to move on the Prototype phase.

By the end of this phase, you should have answers to these questions

  • What user problems and needs will the service solve (i.e., what is the scope of the service)?

  • What are the specific user stories the service will address?

  • What specific things do you plan to prototype and test during the Prototype phase?

  • What people and/or resources do you need to support the work during the Prototype phase?

  • What are the metrics you’ll use to measure the success of the service, and what is your plan to get those metrics?

Completing this phase

1. Schedule a Checkpoint meeting at the end of this phase.

2. At the Checkpoint meeting, be prepared with the following:

  • Your problem statement

  • A definition of your primary users

  • A list of specific user stories your service will address

  • A list of policy, technical, or other barriers that could make it difficult to deliver your service (i.e., risks)

  • Your findings from technical discovery

  • Your findings from user research

  • A timeline and plan for what you’ll prototype in the next phase, including any additional people or resources you’ll need

  • A list of metrics to measure the success of the service (and how you plan to get those metrics)


< Research + Discovery activities
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