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A practical discovery workshop agenda for software outsourcing projects

A simple agenda for running discovery workshops that align business goals, product scope, technical needs, and delivery expectations.

Discovery & scopingNearshore teams
exploremenu_bookGuide
calendar_todayApr 3, 2026schedule8 min readexploreDiscovery & scoping

linkA focused discovery workshop agenda

A discovery workshop should create alignment quickly. The best sessions focus on goals, users, constraints, risks, and the decisions needed before delivery starts.

  1. Review business context
  2. Define user problems
  3. Map core workflows
  4. Identify technical dependencies
  5. Agree on next steps

Running a workshop like this is often the first real step in a software outsourcing engagement, and it's a stage our team treats as seriously as the build itself.

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