Process for Assessing
Assess your organization’s directive, structure, current state, and history to build a grounded understanding of where you are starting.
What You'll Assess in this Discovery Period
Use the structured discovery process provided here to understand your organization’s starting point, identify important gaps, and prepare stakeholders to make informed decisions.
The process covers four areas presented in a suggested order, but you can move between them as new information emerges.
Digital Service Directive
Clarify what is driving the work, what outcomes are expected, who has authority, and what funding or accountability requirements may shape the effort.
Organizational Structure
Understand where digital services fit within the organization, how decisions are made, and which teams, leaders, and partners need to be involved.
Current State Inventory
Document the people, services, systems, tools, processes, and vendors already supporting the work. This provides a practical view of existing capabilities, gaps, and dependencies.
Risk and History
Learn from previous efforts and understand how your organization approaches risk and change. Consider past successes, challenges, stakeholder concerns, and institutional norms that may affect the path forward.
Download the Information Gathering Starter Guide
Visit Templates & Tools to download the Information Gathering Starter Guide in your preferred format. Use this guide to capture key information throughout the discovery process. You’ll know you’ve gathered enough information to identify and prioritize opportunities when any remaining gaps are unlikely to significantly change your understanding of the current state.
Getting unstuck
There’s a lot of information listed in this section, and some of it won’t be available or easy to track down. Make notes when you find these gaps and continue onward; think about how they impact your view of the organization as a whole.
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