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Client discovery workshop agenda

A workshop agenda for bringing the right people together to clarify the business problem, audience, constraints, decisions, and first practical priorities.

What is inside

A client needs alignment before a project is scoped or planned.

  1. Set the workshop outcome
  2. Invite the right decision makers
  3. Frame the business problem
  4. Map audience needs
  5. Capture constraints
  6. Agree priorities and next actions