Project planning
Project Discovery Worksheet
A practical worksheet for clarifying the operational problem, intended outcome, current process, constraints, scope and evidence before solution design.
Verx ACOReviewed 02 Sept 2026
Download PDFUse this worksheet before a first discovery conversation, or complete it with your team to align on the problem before discussing solutions.
It prompts you to describe the current process, affected people, systems, dependencies, delivery constraints and measurable signs of success.
Short, concrete answers are more useful than polished language.
From thinking to implementation