Discovery Report.
End-of-Phase-1 synthesis document. Combines the Workflow Audit, Baseline Metrics, and Stakeholder Interviews into a single signed-off narrative. Input to Gate 1.
Output of Week 3. Signed by Sprint Lead and client sponsor before Phase 2 begins.
lighthouse-discovery-report.docx. For filling in a live engagement, open the DOCX file.
DISCOVERY REPORT
Lighthouse Sprint — Stage 1 Deliverable
CONFIDENTIAL
| Client: | [Client Name] |
|---|---|
| Engagement Dates: | [Start Date] — [End Date] |
| Sprint Lead: | [Name] |
| Report Date: | [YYYY-MM-DD] |
EXECUTIVE SUMMARY
[1-page overview. Include: workflow name, key finding, baseline metrics summary, fit assessment score, go/no-go recommendation, and next steps.]
1. WORKFLOW OVERVIEW
Current state description, stakeholders involved, and business context.
Workflow Name & Scope
[Describe the workflow: What is it? Who does it? When?]
Process Flow Diagram (Current State)
[Insert diagram or flow description. Show key decision points.]
Key Stakeholders
| Role | Name/Title | Interest/Concern |
|---|---|---|
| [Role] | [Name] | [Interest] |
2. BASELINE METRICS
Current performance metrics to measure improvement.
| KPI | Baseline Value | Source / Calculation |
|---|---|---|
| Cycle Time (hours/transaction) | [Value] | [Source] |
| Throughput (units/week) | [Value] | [Source] |
| Error Rate (%) | [Value] | [Source] |
| Cost per Unit ($) | [Value] | [Source] |
| Human Hours (per month) | [Value] | [Source] |
| Handoff Count | [Value] | [Source] |
| Wait-to-Active Ratio (%) | [Value] | [Source] |
| Rework Rate (%) | [Value] | [Source] |
3. BOTTLENECK ANALYSIS
Ranked list of identified bottlenecks, severity, impact, and supporting evidence.
| Rank | Bottleneck | Impact | Evidence | Severity |
|---|---|---|---|---|
| 1 | [Bottleneck description] | [Time/cost/quality impact] | [Quoted stakeholder or measured data] | [H/M/L] |
| 2 | [Bottleneck description] | [Time/cost/quality impact] | [Quoted stakeholder or measured data] | [H/M/L] |
| 3 | [Bottleneck description] | [Time/cost/quality impact] | [Quoted stakeholder or measured data] | [H/M/L] |
4. STAKEHOLDER FINDINGS
Summary of interview themes with supporting quotes.
Theme 1: [Emerging Pattern]
[Describe theme]
- [Quote]: “[Exact quote from stakeholder interview]”
Theme 2: [Emerging Pattern]
[Describe theme]
- [Quote]: “[Exact quote]”
5. REDESIGN HYPOTHESES
Preliminary ideas for agentic redesign based on bottleneck analysis and stakeholder input.
- [Agent 1 idea]: Automate [step] because [bottleneck reason]
[Details on trigger, inputs, outputs, guardrails]
- [Agent 2 idea]: Automate [step] because [bottleneck reason]
[Details]
6. FIT ASSESSMENT
Rubric score and key risk factors.
Total Fit Score: [XX/60]
[Strong/Moderate/Not Recommended]
Key Risk Factors:
- [Risk]
- [Risk]
7. GO/NO-GO RECOMMENDATION
[Clear recommendation with rationale. State whether to proceed to Redesign phase or revisit assumptions.]
APPENDICES
Appendix A: Raw Interview Notes
[Attach or summarize all interview transcripts and notes]
Appendix B: Timing Data
[Attach cycle time measurements, observation logs, and supporting data]
Appendix C: Supplementary Analysis
[System diagrams, current-state flowcharts, or additional context]