The 3 Ds of Discovery Done Right
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software planning

The 3 Ds of Discovery Done Right

Clarke Schroeder
software planning

Discovery should reduce risk before any code is written. When done right, discovery doesn’t end with just notes and ideas. It produces three concrete deliverables that guide the project and prevent expensive surprises later.

Think of them as the 3 D’s of discovery:

  • Definition
  • Design
  • Delivery Plan

The 3 Key Discovery Deliverables

Definition. Problem and requirements

The first output is a clear definition of what the software will do and why.

  • Document the business problem, project goals, and requirements
  • Align on scope and success criteria

This reduces the risk of building the wrong thing by ensuring everyone shares the same vision.

Design. Prototype or blueprint

The second deliverable is a preliminary design of the solution.

  • Wireframes, mockups, or a clickable prototype
  • A visual, tangible way to confirm expectations

By testing and discussing a prototype early, you catch usability issues or missing features on paper. Long before they become costly changes in code.

Delivery Plan. Roadmap and estimates

The final output is a practical plan for execution.

  • Roadmap, timeline, milestones, and resource estimates
  • Clear answers for how and when the software will be built

A realistic plan sets expectations and aligns budget, timeline, and team capacity. With a roadmap in place, timeline overruns and budget surprises are far less likely.


Mini Case Study. Healthcare App Discovery

A regional healthcare clinic wanted a custom patient scheduling system. Before development, they invested in a thorough discovery phase that produced three deliverables:

  • Definition: Interviewed nurses, doctors, and patients. Documented key requirements, like reducing no-shows and integrating with the clinic’s existing health record system. Everyone aligned on a written summary of what success looked like.
  • Design: A UX designer created wireframes for booking and managing appointments. Staff reviewed a clickable prototype. Early feedback led to design tweaks, like adding color-coding for appointment types, before coding began.
  • Delivery Plan: A project manager drafted a delivery plan with a 4-month timeline, milestones for development, testing, and training, plus contingency for unexpected issues. Leadership approved budget and timeline upfront based on the discovery outputs.

The project ran smoothly. Definition prevented scope creep. The prototype aligned expectations and energized staff. The delivery plan kept development on schedule and within budget.


Key Takeaways

  • A proper discovery phase yields tangible outputs, not just meetings. Expect Definition, Design, and a Delivery Plan.
  • These deliverables align everyone on what you’re building, how it works, and how you’ll execute.
  • Each reduces risk by preventing misunderstandings, catching design issues early, and avoiding timeline or budget surprises.