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Discovery in Practice: Understanding Context, Outcomes and Options

Diagram showing an iterative cycle between two phases: Discovery and Delivery. The top box, Discovery, includes the activities “Understand Needs,” “Explore Problems,” “Define Outcomes,” and “Evaluate Options.” The lower box, Delivery, includes “Assemble Feedback,” “Refine Understanding,” “Put ‘In Service,’” and “Build & Test.” Dashed arrows on either side indicate a continuous loop between Discovery and Delivery, emphasising learning and feedback. A footer notes the model is adapted from Robertson & Robertson (2019), based on concepts from Gottesdiener & Gorman.

Modern organisations operate in complex, fast-moving environments where problems are rarely fully understood at the outset and certainty changes over time. In this context, discovery plays two important roles: initial discovery, to build an understanding before significant commitments are made, and continuous discovery, to refine that understanding as work progresses and circumstances evolve.

Organisations that invest heavily in delivery without equal investment in discovery often experience rework, stakeholder misalignment and solutions that fail to address the underlying problem. This course strengthens the capability to reduce that risk.

This course explores how discovery can be applied both at the start of an initiative and throughout its lifecycle. The techniques taught are deliberately method-agnostic and can be used in a range of delivery contexts, whether work is being approached in a more traditional, phase-based way or within agile and iterative environments.

The emphasis throughout is on thinking effectively about problems — not just producing artefacts — and on using discovery as a way to reduce uncertainty, align stakeholders, and make better-informed decisions about outcomes and options.

Course Duration

1 Day

Who Should Attend

This course is aimed at business analysts and related professionals who are involved in early-stage and exploratory work, including:

  • Business Analysts
  • Product Managers and Product Owners
  • Change Managers
  • Service Designers

Anyone involved in shaping initiatives before or during delivery

It is particularly suitable for practitioners who already have some experience and want to strengthen their discovery and problem-framing skills.

Entry Requirements

There are no formal entry requirements, although delegates are expected to have some familiarity with business change, product development, or service improvement environments.

Delivery and Assessment

The course is highly interactive and practical. Delegates will work through realistic examples and exercises, applying techniques as they go. There is no formal examination.

Learning Outcomes

By the end of this course, delegates will be able to:

  • Understand the purpose of discovery and how it relates to delivery
  • Apply discovery techniques during both initial and continuous discovery
  • Explore the context in which a problem or opportunity exists
  • Identify key stakeholders and understand differing perspectives
  • Clarify outcomes and success measures before and during solution design
  • Use a range of techniques to investigate situations where problems are unclear or contested
  • Formulate clear, well-structured problem statements
  • Make informed recommendations about options and next steps

Course Content

1. A Discovery Mindset
Establishing the foundations for effective initial and continuous discovery.
✔️ What is discovery?
✔️ Initial and continuous discovery
✔️ Discovery and delivery as a continuous loop
✔️ Divergent and convergent thinking
2. Context: Understanding the Problem Space
Exploring the wider situation before committing to solutions.

Understanding the Work Context
✔️ Work Context Diagrams
✔️ Business Events

Understanding the People
✔️ Stakeholder Rainbow
✔️ UCOB
✔️ Introduction to Personas and Proto-personas
✔️ Introduction to Journey Mapping

Understanding the Problem(s)
✔️ Five Whys (& Why Else?)
✔️ Multiple Cause Diagrams
✔️ Problem (or Opportunity) Statements
3. Outcomes: Defining What Success Looks Like
Clarifying objectives before deciding what to build or change.

✔️ Objectives and Key Results (OKRs)
✔️ Brief Overview of Jobs to Be Done (JTBD)
✔️ Job Stories
4. Options: Exploring and Learning Our Way Forward
Generating, evaluating and refining potential solutions.
✔️ The Brown Cow Model
✔️ The Importance of Experimenting with Prototypes
✔️ Brief Overview of Story Mapping
✔️ Role of Validated Learning 

Endorsement

We are an IIBA® Premium Training Partner


Next Steps

Want to run a course for your team?

For more information and to book a course for your organisation please contact us: