The Value Web Design Gym: Client Discovery Logo. Your Coach, Peter Durand.
Thursday, June 29, 2023


8:00 AM – 9:30 AM PDT/Los Angeles
10:00 AM – 11:30 AM CDT/Chicago
11:00 AM – 12:30 PM EDT/New York

16:00 – 17:30 BST/London
17:00 – 18:30 CEST/Paris
18:00 – 19:30 EAT/Nairobi
19:00 – 20:30 GST/Dubai

Check your time zone here

When working with others to co-create a collaborative design experience, the Client Discovery process is essential to designing with proper awareness and intention.

Immature product teams make the same mistake: They want users to understand their products but refuse to understand their users.” ― Mario Maruffi

HOST: TVW Board Member & Graphic Facilitator Peter Durand

Recording and Session Notes Available Here


Understanding a client organization’s history, goals, capacity, hopes, fears, dreams, and power structures can feel challenging. Together, let us unlock the secrets to conducting a successful Client Discovery process and level up your collaborative design engagements.

Join our virtual workshop and gain invaluable insights and skills to enhance your client interactions, establish strong relationships, and drive successful outcomes for all parties. Take advantage of this opportunity to learn from peers and serve your clients better while alleviating stress for all parties.

Workshop Highlights:

  • Explore proven techniques to conduct a client discovery process effectively.

  • Understand the importance of thorough research and preparation.

  • Discover strategies to uncover client needs and expectations.

  • Master the art of asking powerful questions and active listening.

  • Overcome common challenges and pitfalls during the client discovery phase.

  • Gain practical tips to build trust and rapport with clients.

  • Develop customised solutions that address client pain points.

  • Network and collaborate with like-minded professionals in interactive sessions.

Date: June 29, 2023
Time: 11:00 AM EDT (17:00 CEST)
Location: Virtual (Link will be provided upon registration)

Who Should Attend:

  • Aspiring and established collaboration designers and facilitators.
  • Business professionals seeking to enhance client interactions.

  • Anyone involved in sales, account management, or client-facing roles, whether inside or outside a large firm.

Secure your spot now and unlock the secrets of successful client discovery! Limited seats are available.

What is the Client Discovery Process?

The Client Discovery process is a crucial step in any consulting engagement. It involves gathering comprehensive information about the client, their business, and their goals. This process lays the foundation for building strong relationships, understanding client needs, and developing effective solutions. By conducting a thorough client discovery process, designers can gain a deep understanding of their client’s challenges and opportunities, enabling them to deliver tailored solutions that drive results.

Key Questions to Ask During the Client Discovery Process:

  • What are your organisation’s long-term goals and objectives?

  • Can you provide insights into your company’s history and culture?

  • What are the main challenges and pain points your organisation is currently facing?

  • How do you measure success in your business?

  • What specific outcomes are you looking to achieve through this engagement?

  • Who are your target stakeholders, and what are their needs and preferences?

  • How does your organisation currently handle this specific area of concern?

  • What resources (budget, workforce, technology) are available for this project?

  • What are your expectations regarding the consulting/facilitation team’s role and involvement?

  • How do you prefer to communicate and collaborate throughout the engagement?

Challenges and Pitfalls to Watch Out For:

  • Inadequate research and preparation can lead to missing crucial information.

  • Lack of active listening skills may result in misinterpreting client needs.

  • Failing to ask probing questions can result in an incomplete understanding of the client’s challenges.

  • Overpromising or setting unrealistic expectations can lead to dissatisfaction.

  • Poor communication can cause misunderstandings and delays in the discovery process.

  • Ignoring non-verbal cues and signals may result in overlooking critical information.

  • Bias or preconceived notions can hinder objectively assessing the client’s situation.

  • More documentation and record-keeping can lead to gaps in understanding later on.

  • Overlooking key stakeholders or decision-makers can undermine the engagement’s success.

  • The inability to adapt and pivot based on new information can result in outdated solutions.

Join our workshop to understand these challenges better and learn practical strategies to overcome them. Don’t miss this opportunity to refine your skills and become a master of the client discovery process.

SUGGESTED MATERIALS: A sketchbook, white wall, flipchart, iPad, and simple drawing tools. Plus, your fanciest strategic thinking hat.

Your Host

Photo of Peter DurandPeter Durand is an artist, educator, and graphic facilitator in Houston, Texas (USA). He worked his first MG Taylor DesignShop® in 1996, founded Alphachimp in 1998, and has been involved in growing the practice of graphic recording and facilitation ever since. Since 2007, he has served as a facilitator for the MGT-designed NavCenter at Vanderbilt University Medical Center in Nashville, Tennessee, and worked with talented clinicians, administrators, faculty, students, and patients in one of the nation’s leading healthcare networks. Most recently, he has applied these models and practices to support a broad network of organisations and community health workers who serve over 7 million people in the greater Houston region.

For more details and to contact Peter: click here.

Image made with Midjourney AI.

This event is free to all participants. 
TVW Learning Community Members have access to valuable resources and recordings. It is also a platform for building relationships across networks and the world. Not a member yet? You can become a member here.

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