Conducting a Discovery Workshop

I conduct workshops as part of a product discovery, at the beginning of my projects. My workshops are interactive and playful keeping good energy in the room. I go in with no presumptions so as to not lead the thinking.

Examples: PPC Cement, Subaru and Internet Solutions


I need people alert and participating, so I use a series of gaming techniques to extract the information which have people up on their feet and interacting with one another.

There is nothing more rewarding than clients who are invested, and I appreciate my role in keeping them exposed to the project and enthusiastic about it.


I get a feel as to how digitally savvy they are, and adjust the content of my workshops accordingly if they need to be more educationally orientated.


Buy-in is important; the client’s input is of a better quality and it helps to keep the project momentum up.

For help with workshop ice breakers and interactive brainstorming I recommend Gamestorming: A Playbook for Innovators, Rulebreakers, and Changemakers by Dave Gray  (Author), Sunni Brown  (Author), James Macanufo  (Author). It has great info on how to open and close the space when conducting a workshop which is really helpful if you are hosting a workshop at a client’s offices and they are mere metres away from their desks and you want to get them into a mindful workshop space.

Available from Amazon

Presentations and pitches

The trick when working in a pitch team, is to unravel your story, avoid repetition and weave everyone’s work into one narrative.

Example: eCommerce pitch for Makro.


What I did

Rather than break up the flow of the presentation, I ended up speaking more than once, interwoven into where my research supported the thinking, brand context and execution methods of my team.

I wanted to show how a site can support the in-store experience.


I researched the omnichannel experience and put together a narrative explaining to client the importance of thinking of a brand experience which incorporates online and offline seemlessly.

I included a clip from a user test knowing the and hear frustrations a customer experiences first hand.


I mapped out a user’s path-to-purchase journey as an example of how various devices and offline and online steps are used quite fluidly and should be considered when thinking about the full customer experience, how they relate, and where opportunities might lie.