Context Assessment
Clarify goals, users, current conditions, constraints, and important dependencies.
Services & focus
Broad themes for conversation; availability and scope are confirmed directly.
Clarify goals, users, current conditions, constraints, and important dependencies.
Connect information, responsibilities, handoffs, systems, and practical process needs.
Prepare phased next steps, documentation, safeguards, ownership, and review points.
Discovery establishes context. Planning makes choices visible. Coordination supports execution, while review captures learning.