internal review + external review + defining success
Discovery is about gaining an understanding of the current state of your business as well as the environment in which it competes and ultimately articulating what success look like over a defined period of time. This stage is vitally important to understanding your clients, how they interact with your firm, what works and what doesn’t, as well as what may be missing. In addition, this is an exploration of what the perceived strengths, weaknesses, opportunities and threats are to the firm.