Scope and Objectives
Agree the pricing process, its boundaries, objectives and participants.
Edit the prepared brief with the customer: name the process, where it starts and ends, the objectives and who takes part.
Initial working brief
What are we investigating?
Describe the problem as you currently understand it. The discovery may confirm or change this view. These are example working statements, not evidence-backed findings.
Process boundary
Where does the process start and end?
Only the boundary is agreed here. Detailed process stages are discovered later.
Included
Objectives and measurement needs
What should improve?
Targets are aspirations for the discovery, not achieved results. Unknown baselines remain measurement needs; no savings, ROI or improvement percentage is assumed.
Participants and ownership
Who should be involved?
The process owner is accountable for the business process. The discovery lead coordinates this exercise.
| Role | Contribution | Assignment | Person (optional) | |
|---|---|---|---|---|
This prototype records roles only. It does not send invitations or messages, and email addresses are not required.
Expected outcome
What should this first exercise deliver?
Mapping and review can be a useful standalone outcome. Implementation can be agreed separately.
Completion criteria for the future discovery exercise
These are acceptance criteria, not completed checks.