PHASE 01 · DISCOVERY
Discovery Toolkit
Clarify the project, ask the right questions and align everyone before design work begins.
Outcome:
A shared definition of the problem, goals, scope and next steps.
TEMPLATE 01
Project brief
Use this at the beginning of a project to define what the work needs to achieve, who it is for and what could limit delivery.
Business goal
What should improve for the organisation as a result of this work?
User problem
What are people currently unable to do, understand or complete?
Success measures
How will the team know that the experience has improved?
Constraints
List technical, commercial, legal, timeline or content constraints.
TEMPLATE 02
Stakeholder question bank
Use these prompts to expose assumptions, conflicting expectations and missing information before committing to a solution.
06
What would make this project feel unsuccessful?
05
Which decisions are already fixed?
04
What cannot change in this project?
03
What has already been tried?
02
Who experiences the problem most often?
01
What is the most important business outcome?
TEMPLATE 03
60-minute kick-off agenda
A focused agenda for aligning the team without turning the first meeting into a long presentation.
00–05
Introductions and project context
05–15
Goals, users and current problems
15–30
Scope, constraints and existing evidence
30–45
Risks, assumptions and unanswered questions
45–60
Responsibilities, decisions and immediate next steps
Discovery complete?
Move into research with a clear set of goals, assumptions and questions to validate.
Next: Research & Structure
START WITH THE PROBLEM
Have a product, store or digital experience that needs clearer thinking?
I help SaaS founders, Shopify brands and agencies diagnose friction, design better journeys and deliver interfaces that can actually be built.
UX · PRODUCT · SHOPIFY · DEVELOPMENT
I solve usability problems before they become business problems — connecting UX, product thinking and build-ready delivery.
Available for selected remote projects
© 2026 Steve Roberts / ME&CO. All rights reserved.
MENU
PHASE 01 · DISCOVERY
Discovery Toolkit
Clarify the project, ask the right questions and align everyone before design work begins.
Outcome:
A shared definition of the problem, goals, scope and next steps.
TEMPLATE 01
Project brief
Use this at the beginning of a project to define what the work needs to achieve, who it is for and what could limit delivery.
Business goal
What should improve for the organisation as a result of this work?
User problem
What are people currently unable to do, understand or complete?
Success measures
How will the team know that the experience has improved?
Constraints
List technical, commercial, legal, timeline or content constraints.
TEMPLATE 02
Stakeholder question bank
Use these prompts to expose assumptions, conflicting expectations and missing information before committing to a solution.
06
What would make this project feel unsuccessful?
05
Which decisions are already fixed?
04
What cannot change in this project?
03
What has already been tried?
02
Who experiences the problem most often?
01
What is the most important business outcome?
TEMPLATE 03
60-minute kick-off agenda
A focused agenda for aligning the team without turning the first meeting into a long presentation.
00–05
Introductions and project context
05–15
Goals, users and current problems
15–30
Scope, constraints and existing evidence
30–45
Risks, assumptions and unanswered questions
45–60
Responsibilities, decisions and immediate next steps
Discovery complete?
Move into research with a clear set of goals, assumptions and questions to validate.
Next: Research & Structure
START WITH THE PROBLEM
Have a product, store or digital experience that needs clearer thinking?
I help SaaS founders, Shopify brands and agencies diagnose friction, design better journeys and deliver interfaces that can actually be built.
UX · PRODUCT · SHOPIFY · DEVELOPMENT
I solve usability problems before they become business problems — connecting UX, product thinking and build-ready delivery.
Available for selected remote projects
© 2026 Steve Roberts / ME&CO. All rights reserved.
HOME
MENU
PHASE 01 · DISCOVERY
Discovery Toolkit
Clarify the project, ask the right questions and align everyone before design work begins.
Outcome:
A shared definition of the problem, goals, scope and next steps.
TEMPLATE 01
Project brief
Use this at the beginning of a project to define what the work needs to achieve, who it is for and what could limit delivery.
Business goal
What should improve for the organisation as a result of this work?
User problem
What are people currently unable to do, understand or complete?
Success measures
How will the team know that the experience has improved?
Constraints
List technical, commercial, legal, timeline or content constraints.
TEMPLATE 02
Stakeholder question bank
Use these prompts to expose assumptions, conflicting expectations and missing information before committing to a solution.
06
What would make this project feel unsuccessful?
05
Which decisions are already fixed?
04
What cannot change in this project?
03
What has already been tried?
02
Who experiences the problem most often?
01
What is the most important business outcome?
TEMPLATE 03
60-minute kick-off agenda
A focused agenda for aligning the team without turning the first meeting into a long presentation.
00–05
Introductions and project context
05–15
Goals, users and current problems
15–30
Scope, constraints and existing evidence
30–45
Risks, assumptions and unanswered questions
45–60
Responsibilities, decisions and immediate next steps
Discovery complete?
Move into research with a clear set of goals, assumptions and questions to validate.
Next: Research & Structure
START WITH THE PROBLEM
Have a product, store or digital experience that needs clearer thinking?
I help SaaS founders, Shopify brands and agencies diagnose friction, design better journeys and deliver interfaces that can actually be built.
UX · PRODUCT · SHOPIFY · DEVELOPMENT
I solve usability problems before they become business problems — connecting UX, product thinking and build-ready delivery.
Available for selected remote projects
© 2026 Steve Roberts / ME&CO. All rights reserved.
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