Stage 2. Scope Refinement

This stage outlines the steps that start with the onboarding call and should give everything the Design Phase needs to start. 

Objectives 

Clarity and Understanding: Ensure that all stakeholders involved in the onboarding call and subsequent Design Phase have a clear understanding of the steps and requirements outlined in this phase.

Standardization: Standardize the process from the onboarding call to the Datasheets, reducing confusion and ensuring consistency in the approach across different projects.

Efficiency and Timeliness: Streamline the transition from onboarding to the Design Phase, minimizing delays and ensuring that the Design Phase can start promptly with all necessary information in place.

Comprehensive Documentation: Provide a comprehensive document that covers all essential aspects, including requirements, tasks to be performed, roles and responsibilities, and any specific guidelines or protocols.

Facilitate Collaboration: Foster collaboration between teams involved in the onboarding process and the Design Phase by clearly outlining the handover procedures and expectations during this transition stage.


Procedure

⚠️ Important details to keep in mind for this process: PM most include a link to all calls recordings all throughout the process.
  1. Have the onboarding call. Follow the Onboarding Call Guide
  2. Scope refinement call. Follow the Scope Refinement Guide
  3. Complete de Datasheet and User Flows/Pipeline and get approval from the client.  


Was this article helpful?
© 2025 LowCode Internal Docs