At the very beginning of a Business Design project, the team members will leave the familiar world of their daily business to enter what is still unknown territory. They need to become expert in this new territory and hunt for both confirming and surprising insights we may use for the upcoming Design Phase. Thus, the ”space“ of the project focus needs to be discovered. Don't pitch your ideas at this stage. Listen! Each team member familiarizes himself or herself in virtual teamwork with one or more areas of the innovation space such as customers, market dynamics, competitors, capabilities of new technologies and regulations. This explorative work is usually prepared in the Kick-off Workshop. This phase usually requires that members of the project team leave their desks and visit experts, customers and other important stakeholders (#GOOTFB). Thus, the magic happens not in the Kick-off Workshop but right after when team members start exploring the outside world. Weekly status calls help to keep track of the team's activities. The output of the Discover phase is an accumulation of a vast collection of knowledge and insights and that the team members become experts in the areas they discovered. This knowledge and insights will be leveraged intensively in the subsequent phase to design business ideas that matter. Without a proper Discover phase it is almost impossible to come up with valuable ideas in later phases.
Be aware that for some people interacting with customers, asking questions and active listening are activities beyond their comfort zone. Prepare them carefully and push them gently (see this exercise).
2 weeks (in some cases we extend the Discover Phase to 4 weeks if in-depth customer and/or technology research is necessary)
The following activities represent the core of the Discover phase:
Define discovery space: To avoid an information overload and too many uncertainties surrounding your project, you need to prioritize which areas to delve into. Use the Discover Cards to define which aspects you want to scrutinize in eight proposed discovery directions and gain a better understanding of your project.
Execute discovery: An essential step in the innovation process is to become familiar with your discovery space. This usually requires some individual effort from every team member to learn as much as possible. Ensure that each team member allocates enough time to engage in research and to leverage his / her network for interviews and observations.
Document and visualize insights: Individually, provide an overview about which sources you used to acquire data, information and insights. Summarise your key learning in a visual way that can be presented in the upcoming Design Phase.
Organise a "team event" right at the beginning of the Discover phase where the team works together outside of a traditional workshop setting e.g.
Unboxing products of competitors
Visit of a trade fair
Visit of production line
Visit a customer's location
Virtual teamwork to discover unknown territory (e.g. discovering customers)
Q & A
What if team members have the idea to outsource research tasks to an external market research institute? Usually we advise project teams to do the research themselves. The reason is simple: We want team members to get first-hand impressions from their customers and users and not look at tables and pie charts with pre-analyzed insights from others. We want them to look into their customers' eyes and feel the emotions they have in their today's world. Moreover, we have experienced quite often that many research institutes are not experienced in qualitative research in the context of innovation management.
What if you realize that the progress of the team members in the Discover phase is very little? This can have many reasons: Lack of time, lack of motivation, methodological problems. A "simple" solution is to invite them to a GTD workshop (= "Getting Things Done") and try to complete as many focused tasks as possible in one day. It's magic what people can achieve in one day with 100% attention on a task. Nevertheless, keep in mind that this phase is essential to set the "right" work culture. If you don't manage to set the rules here, it will not happen anymore in the project.