Document needed information

The second step of planning is documenting needed information. Typically, there is a gap between what you already know and what you want to know by the end of the workshop. What critical information are you missing to move yourself and the team toward that goal?

Ask yourself, "What questions must be answered for me to move toward my goal?" and write them down. These questions can be broad or specific:

• Who is our audience?
• What defines the ideal user experience?
• What is the current state?
• What kind of metrics will be used to measure success?
• What user research do we have at our disposal, and what needs to be conducted?
• What potential roadblocks exist?

Once you have the list of questions, look for themes and patterns. Some questions will very likely be related, so group these into segments. These segments will start to create a structure for the workshop.^[1]