Running a web discovery workshop

When embarking on a new web design project, it is crucial to have a clear understanding of the client’s goals and objectives. A website discovery workshop is an effective way to gather this information and get everyone on the same page.

By bringing together key stakeholders and facilitating a structured discussion, a discovery workshop helps to ensure that the resulting website will meet the client’s needs and expectations. This article will outline the five key steps to running a successful website discovery workshop.

Step 1: Define the purpose and goals of the workshop

Before diving into the workshop itself, it is important to clearly define the purpose and goals of the session. This will help to ensure that the workshop stays focused and on track and that all participants know what to expect. Some common goals for a website discovery workshop might include:

  • Gaining a better understanding of the client’s business and target audience
  • Identifying the client’s goals and objectives for the website
  • Establishing the key features and functionality that the website should include
  • Defining the overall tone and brand personality that the website should convey

Step 2: Invite the right stakeholders

In order to get the most out of the workshop, it is crucial to invite the right stakeholders to participate. This typically includes key decision-makers within the client organization, as well as anyone else who will be involved in the website design and development process. It may also be helpful to invite representatives from the target audience, as their input can be invaluable in shaping the direction of the website.

Step 3: Prepare an agenda and materials

A well-organised workshop is more likely to be productive and successful. To this end, it is important to prepare an agenda and any necessary materials in advance of the workshop. The agenda should outline the topics that will be covered and the activities that will take place during the workshop, as well as the time allotted for each. Materials might include any research or data that will be discussed, as well as any templates or examples that will be used to facilitate the discussion.

Step 4: Facilitate the workshop

During the workshop, it is important to facilitate an open and inclusive discussion that encourages all participants to share their ideas and insights. This can be achieved through a variety of methods, including brainstorming sessions, group exercises, and individual reflection. It may also be helpful to use visual aids, such as a whiteboard or flipchart, to capture key points and ideas.

Step 5: Document and follow up

After the workshop is complete, it is important to document the key points and decisions that were made. This might include creating a summary of the workshop, as well as any notes or materials that were generated during the session. It is also important to follow up with the client to ensure that all of their questions and concerns have been addressed.


A website discovery workshop is an essential step in the web design process, as it helps to ensure that the resulting website will meet the client’s needs and expectations. Following the five key steps outlined in this article, you can facilitate a productive and successful workshop that will set the stage for a successful web design project.

Tenacity Works is here to help you create intuitive, user-friendly web experiences essential for the success of your brand in the coming year and beyond. Get in touch now and let Tenacity Works help you navigate the process with our deep web development experience. 

Photo by Kvalifik on Unsplash

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