Job Aids During Discovery Phase?


Hi Everyone,


Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way.


For example, there are great posts here with questions you could ask a client when figuring out what dashboards they want. And good questions to ask to understand a process. And there are also good posts/course content about the questions to ask when determining if a customer should use a distributed platform, and how to make a decision based on their response. What I'd find useful is being able to quickly refer to those questions, depending on the topic of my next client meeting.


I can start creating a Word document with those questions, organized by category, but wondered if maybe something similar already existed?