Client Discovery Question Set
Questions that surface the business problem, current process, constraints and desired outcome before project scope is written.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Business problem | Describe the current difficulty, the people affected and its observed consequence. | The business problem record, its source and the person responsible for resolving missing evidence. |
| Current workflow | Describe the trigger, inputs, sequence, handoffs and exceptions. Check the current process before specifying a replacement. | One real source record, process steps and an exception case. |
| Constraints | Record fixed budget, access, timing, technical or operating conditions that can change the approach. | The constraints record, its source and the person responsible for resolving missing evidence. |
| Desired outcome | State what the user or business should be able to do after the work is complete. | The desired outcome record, its source and the person responsible for resolving missing evidence. |
| Success measure | Choose an observable result and a baseline against which progress can be reviewed. | The success measure record, its source and the person responsible for resolving missing evidence. |
Review the decision
Questions that surface the business problem, current process, constraints and desired outcome before project scope is written. Keep business problem, current workflow, constraints attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
How to Build an Editorial Review Process for Practical Business Content · How to Scope a Website Project Before You Quote It.
Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026