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Templates Discovery & Strategy

Purpose

Overview of all available templates supporting the Discovery phase, with direct links to the central template library.

Available Templates

The following templates support the Discovery phase. They are stored in the central template library.

Template Description Phase
Project Charter Defines scope, objectives, roles and Hard Boundaries Discovery
Risk Pre-Scan Initial assessment of legal and ethical risks Discovery
Gate Review Checklist Go/No-Go decision basis for Gate 1 Discovery → Gate 1
Business Case Cost-benefit analysis and ROI calculation Discovery
Data & Privacy Sheet GDPR check and data quality assessment Discovery

Usage

  1. Download or copy the template to the project environment (your wiki, knowledge base or documentation environment).
  2. Complete the template together with the relevant team members.
  3. Store the completed version in the project archive.
  4. Reference it in the decision log at each Gate.

Next step: Start by filling in the Project Charter → See also: Risk Pre-Scan | Business Case