If the client's eyes glaze over, it's likely you won't get even the basic information you need.
We have simplified the Discovery process so that it is accessible across a range of projects and pricing. You might be overhauling a site's architecture without changing the look and feel.We include a lot of handy tools designed to help you help your client provide the necessary information you need to define goals, objectives, budgets, timelines, and of course, the audi ence. But because it is often necessary to define quite a bit of the project in order to get it, there is a great deal of information here that is potentially helpful.(Don't miss this one; defining your audience and their goals is one of the most important and overlooked preparatory points in any development project, web or otherwise.) Please note that this chapter outlines the workflow steps necessary for defining a project. Note Discovery is an industry-wide term that can mean several things.Or you might be addressing a specific path through your site in order to increase sales leads.Whatever the project or initiative, take the time to define and clarify goals before starting.Overkill is not required, but some advance planning is necessary in order to operate efficiently instead of haphazardly.We have divided this first phase of the Core Process into three tracks: Discovery, Clarification, and Planning.Set parameters and expectations — develop methods for clear communication throughout the project's lifecycle. This chapter will help you set the stage, plan, and prep. The first part of this first phase is all about gathering information.Using the Client Survey as a base, determine whether any additional information is required.Don't overwhelm the client with dozens of extra questions, however.