A Discovery Meeting is typically a two- to four-hour session for the agency staff and client representatives to initiate an intense download of information that captures important historical perspective, uncovers key marketing information, determines project scope details and clarifies project roles. An effective Discovery Meeting helps increase project ROI by saving time, money and energy in the long run. The information gathered in a Discovery Meeting creates a roadmap that will guide the project from start to finish. (Read 4 reasons why a Discovery Meeting is critical to project success.)
Investing time and energy in a Discovery Meeting will help define the direction, purpose and metrics of the initiative. Skip the Discovery Meeting and you’ll likely be revisiting important details throughout the project lifecycle. Include questions like those above, and the Discovery Meeting will yield a clear understanding of the organization’s needs and how you can help solve them.