What should happen in a business discovery workshop?

  • strategy
  • buyer fit

The short answer

A business discovery workshop should reduce uncertainty around a defined problem and produce decisions or a clear investigation plan. Agree the purpose before inviting participants. Discovery should not become a ritual that gathers broad opinions without changing what the team knows or what it will do next.

Original AI-assisted conceptual artwork / The Absurd Company.

What to establish

Choose participants who understand the customer, the offer and the operating constraints. Prepare relevant examples and a short account of the current process. Identify the questions the workshop must resolve and the decisions that require additional evidence.

How to use the result

Record agreements, disagreements and next actions with owners. Distinguish a fact, an assumption and an idea worth testing. The output should inform a brief, a scope or a decision about whether further work is worthwhile.

Make it concrete.

A website workshop might establish that enquiries are reaching the wrong team rather than that the homepage needs a new visual direction. The useful result is a clearer problem and responsible next action, even if it changes the expected project.

Before you commission

  • Set the problem and decisions in advance.
  • Bring relevant evidence and accountable participants.
  • Record outputs, uncertainty and owned next actions.
Download your brief notes ↓

A plain-text worksheet. Downloading does not send us your details.

A useful next step.

Bring the decision, the existing situation and the information you have. We can help define a scope before you commit to a wider project.

Explore the relevant service