The key activities listed are a VER DISCO reference guide on best practices, in no particular order, and serve as recommendations depending on the project scope. Introduction Key Activities The discover phase of a project is an initial stage focused on understanding the customers business, problem ❏ Internal Kick Off Meeting space, gathering requirements, and exploring potential ❏ Introductory Customer Meeting solutions. This phase helps to minimize risks, align stakeholder expectations, and set a clear direction for ❏ Stakeholder Interviews subsequent project stages. ❏ Stakeholder Analysis/Engagement Plan ❏ Discovery Workshop Objectives ❏ Essential Discovery Documentation ❏ Business Value Realization What’s involved ? ❏ Initial Risk Assessment multiple lines of ● Ensuring that everyone understands the engagement by ❏ Program Charter placeholder content defining the vision and the benefits ❏ Customer Org Assessments ❏ Customers Salesforce Support Plan Why is it important ? ❏ Project Management Tools ● This phase ensures that there is transparency, clarity and alignment on what the engagement is about and what it is due to deliver to the business
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