GSA/christopher

---
title: Agile Investment - Discovery Phase Checklist
category: Agile
audiences:
  - Project Managers
---

**During the Discovery Phase:**

* Approved 'concept' gains definition
* High-level analysis leveraging concept/problem definition and business case
* Specific user-focused and, possibly, technology-focused problems are defined for exploration
* Strategic direction and platform capabilities, e.g. analysis on strategic direction of IT investment, leveraging existing solutions, etc. 
* High-level wireframes, user engagement, interviews, etc.

**Outputs from the Discovery Phase**

* Problem Statement
* Completed Proof of Concept (PoC) request form
    * PoC scope defined
    * Approach defined for PoC
    * PoC Measures of Success
    * High-level features prioritized
    * Technical requirements to conduct PoC are identified and acquired, if PoC is to be pursued
* Key personnel resources and skill sets identified and secured
    * Committed Team Member & Stakeholder participation
    * Product Owner from the Business Team identified and committed
    * Assigned Scrum Master
    * Agile coaching support and guidance approved

* Users
    * Types of users of the new request identified (e.g. Employees only, employees and contractors, partners and public, etc)
    * Number of people the request will serve is estimated?
    * Type of user roles defined (e.g. One type of user, user and administrators, more than 2 types of users, etc.)

* Data
    * Type of data the request will work with identified? (e.g. No Data, Structured Data OR/AND Unstructured Data)
    * Condition of the data specified? (e.g. format, data size, frequency of capture, current storage)

* Security
    * PII or Payment Card Information secutiry need determined (e.g. credit card numbers) 

* Environment and Integration
    * Need for integration with other systems identified