Session Planner — Prepare Before You Discover

✍ Session Planner Prepare before every discovery session

Date:

BA:

Project:

Stakeholder:

Role:

Type:

1 Session Goal What do I want to achieve?

Goal:

Context:

2 Framework Focus Which tools will I use this session?

Iceberg ScanAbove vs below surface

Stance AwarenessStay congruent

7 Levels Reverse MapL7 → L1 depth

MHUI Discovery4 dimensions

Why these?

3 My Key Questions 3-5 questions I will definitely ask

Pick from the Question Bank ↗ or write your own.

4 Stance Intention How do I want to show up?

The stance I intend to embody:

Congruent Aware (I'll catch myself)

Trigger:

Reminder:

5 Success Criteria How will I know this session was worth it?

Win: