Pre-discovery and planning

Date adopted: 
August 16, 2020
Last update: 
August 18, 2022

Prediscovery and planning follows conception and ideation in the service and website design and delivery process. 


In pre-discovery, a member of the eServices team will meet with the department service owner. The purpose of pre-discovery is to learn more about your project so we can determine our level of involvement. We do this by completing a pre-discovery survey. 

Once we complete the survey, we'll review the information and produce a pre-discovery report. If we determine we have a role in the project, we'll move it through our intake process.


Intake focuses on planning the project. This is where a member of the eServices team will help  outline the project scope, review the budget, confirm roles and determine how the project team will work together to deliver the service.

Outline the project scope

The project scope includes:

  • defined business outcomes;
  • a planned content migration approach;
  • a planned French translation approach; and
  • a project communications plan.

Plan client involvement

Planning client involvement is where your eServices delivery manager will meet with the project team to: 

Plan the project

Among other things, your eServices delivery manager will:

  • ensure the project team has identified the project manager;
  • help identify if a vendor is needed and for what phase(s) and activities;
  • determine if Discovery and Prototype development (Alpha) will be combined;
  • hold a the project kick-off meeting; and 
  • work with the project manager and team to provide inputs to the project schedule.


Go back to: Conception and ideation
Next step: Discovery