What is the Refinement Phase?

Objectives

• Understanding Requirements: Gain a deep understanding of the client's needs, expectations, and goals for their project.

•  Scope Refinement: Refine the scope of the project by identifying what features and functionalities will be included on the v1 (based on the scope/proposal), as well as any limitations or exclusions. Follow the What to ask in scope refinement page. 

• Mitigating Risks: Identify potential risks and challenges early on, allowing the team to develop strategies to mitigate these risks effectively. You can see examples of common risks that we constantly face.

• Setting Expectations: Establish clear expectations regarding project timelines, deliverables, costs, and resource requirements from the client's part and ours. 

• Validating Feasibility: Assess the technical feasibility of implementing various features and functionalities within the project's constraints. Clarify the Technical Concerns by getting input from the devs. Allowing us to have a clear understanding of the technical feasibility of implementing various features and functionalities within the project's constraints. *This most be a platform specific approach.

• Aligning Stakeholders: Ensure alignment among all stakeholders, including clients, development team members, designers, and other relevant parties. As well as defining one Decision Maker as the main Point of Contact. 

• Creating a Shared Vision: Develop a shared vision for the project by aligning business objectives with technical capabilities and user needs.

• Optimizing Resource Utilization: Optimize resource allocation by understanding the project's requirements and constraints upfront. This is critical, because it allows the Design Phase to start with as many resources as possible and with little to none involvement with scoping calls. 

• Improving Communication: Foster effective communication and collaboration between the client and the development team throughout the project lifecycle.

• Enhancing Quality: Lay the groundwork for delivering a high-quality product by defining clear requirements and expectations from the very beginning.

Process and Duration

We divide the discovery phase by: 

1. Internal Process
2. Client Facing Protocols