Here's a fantastic list of questions for a discovery meeting from Lauren Green:
o Who’s in the room?
§ Leaders / Sponsor
o Facilitators / collaborators
o Event type
o Event title
o Overall event
o Date / time
o In person vs. virtual
· Client Needs:
§ Is my role
§ Is the desired deliverable (information / graphic / model)
§ Do you hope will happen
§ Are the desired outcomes
§ Do you have so far (norming….)
o Is some of the history of group or situation
§ Changes have you seen
§ Current State
· How / Approach Design
o Anything that you want to make sure is included?
o Activities that you’ve tried or routines
o Offer: graphic facilitation (team-building / strategy / design) GR, sketchnotes, graphic design
o Put together a recommended approach
· Personal Questions
o Will I learn something?
o Am I taking away someone else’s learning opportunity?
o Is there respect present?
o Hidden agendas?
o What do my instincts tell me?
· Consultant Needs
o Is there enough time to prepare and enough time to achieve the desired outcomes?
o Do I have access to the right information?
o Do I have the support from leadership?
o Do I have the right level of participation from the client
o Is confidentiality being maintained?
o Will there be an opportunity to give / receive feedback on the end resul