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What do we talk about during these workshops, you may ask? Everything, from the company’s vision and business goals to user personas and screens they are going to see on every step of their journey. Who do we talk with? Everyone, from the company’s CEO (if they are available) to department heads and end users.

It’s a comprehensive and essential process, and we have much to cover, so let’s get to it.

Stage I: Preparation

In many ways, the preparatory stage of a project workshop is where the magic happens — or, rather, where the foundation for success is laid. Here, we need to identify the stakeholders and all the main points, as well as what can be considered a success of the workshop. We usually ask a lot of questions and try to get a better insight into the project itself, its goals, and success metrics. It is perhaps one of the most important stages of this whole process.

The workshop’s goals in project initiation

The workshop is the formal start of an iteration of a project. The purpose is to align on common goals and other organizational issues. At the initiation stage, there are usually a lot of grey areas that we need to shed light on. That’s why we try to gather as much information as possible and pay close attention to the things that really matter — your project goals, pains, and gains, some concrete metrics that will allow us to achieve tangible results. This phase is meant to align our vision with yours and make sure we miss nothing important at the early stages.