Discovery board

Find and interview the right people to get answers to your questions.

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Discovery Board Template for Customer insights

What is the discovery board template?

There’s no better way to find out if your product or service is having the impact you want than to ask your customer directly. User interviews provide a unique opportunity to uncover new insights about what’s working, what’s not, and what can be improved. With a detailed understanding of user pain points and needs in hand, you and your team can turn your insights into concrete value for your product.

The discovery board template is designed to optimize the discovery process by offering a guide to the user interview process, as well as an organized template to contain whatever information you discover along the way.

Benefits of using the discovery board template

The discovery board template offers a centralized location for all of the ideas and information you gain as you scope your discovery process, conduct your interviews, and synthesize your findings. Our template makes it easy to share each of your ideas amongst your team as you record notes, comments, and observations.

As you and your team use the template to compile your ideas and findings, you can create a single source of truth to keep your team aligned throughout each stage of your discovery process. Once your findings have been compiled, the synthesis section can guide you and your team members as you work to reach conclusions and form action items.

How to use the discovery board template in Lucidspark

Here’s a step-by-step breakdown of how to use our discovery board template in Lucidspark:

  1. Scope: As a team or individually, decide what you want to learn and how you will learn it. Define the objectives, interviewees, and approach for your discovery to ensure you’ll meet your goal.
  2. Interview: Conduct interviews with people you feel you can gain insights from. Set objectives for each interview by deciding beforehand which questions are most important. As you interview, record your findings on sticky notes to synthesize later.
  3. Synthesize: Reflect on what you’ve learned throughout your interviews and decide how you’ll take action. Tag the sticky notes from your interviews by theme to begin identifying patterns, then create Lucidspark Cards to create action items. This step works best when completed with a team using emojis, comments, and other tools that encourage engagement and exchanging ideas.

Christopher Bailey & Jeff Rosenbaugh logo

Christopher Bailey & Jeff Rosenbaugh

Professional Services, Lucid

Christopher and Jeff have spent the last decade helping organizations develop innovation pipelines and transform to Agile systems of delivery.

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