discovery-process
Run a full discovery cycle from problem hypothesis to validated solution. Use when a team needs a structured path through framing, interviews, synthesis, and experiments.
By deanpeters · 2,410 installs
npx skills add deanpeters/product-manager-skills --skill discovery-process
Source repository · Upstream listing
Purpose
Guide product managers through a complete discovery cycle—from initial problem hypothesis to validated solution—by orchestrating problem framing, customer interviews, synthesis, and experimentation skills into a structured process. Use this to systematically explore problem spaces, validate assumptions, and build confidence before committing to full development—avoiding "build it and they will come" syndrome and ensuring you're solving real customer problems.
This is not a one time research project—it's a continuous discovery practice that runs in parallel with delivery, typically 1 2 discovery cycles per quarter.
Input
Works best with: Your starting problem hypothesis — even a rough one.
Also useful: Prior research, customer access, timeline, and what decision the discovery must inform.
Anything supplied with the invocation itself — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it and skip whatever it covers; don't re ask.
Arriving empty handed? That works too. The workflow starts at problem framing and helps you construct the hypothesis first.
Example invocation: Run discovery on this hypothesis: SMB admins abandon onboarding because the data import step requires IT help they don't have.
Key Concepts
What is the Discovery Process?
The discovery process (Teresa Torres, Marty Cagan) is a structured approach to exploring problem spaces and validating solutions before building. It consists of:
1. Frame the Problem — Define what you're investigating and why
2. Conduct Research — Gather qualitative and quantitative evidence
3. Synthesize Insights — Identify patterns, pain points, and opportunities
4. Generate Solutions — Explore multiple solution options
5. Validate Solutions — Test assumptions through experiments
6. Decide & Document — Commit to build, pivot, or kill
Why This Works
De risks product decisions: Tests assumptions before expensive builds
Customer centric: Grounds decisions in real customer problems, not internal opinions
Iterative: Builds confidence progressively through small experiments
Fast learning: Discovers "no go" signals early, saves wasted effort
Anti Patterns (What This Is NOT)
Not waterfall research: Discovery runs continuously, not once before dev
Not user testing: Discovery validates problems; testing validates solutions
Not a substitute for shipping: Discovery informs delivery, doesn't replace it
When to Use This
Exploring new product/feature areas
Investigating retention or churn problems
Validating strategic initiatives before roadmap commitment
Continuous discovery (weekly customer touchpoints)
When NOT to Use This
For well understood problems (move to execution)
When stakeholders have already committed to a solution (address alignment first)
For tactical bug fixes or technical debt (no discovery needed)
Facilitation Source of Truth
When running this workflow as a guided conversation, use [ workshop facilitation ](../workshop facilitation/SKILL.md) as the interaction protocol.
It defines:
session heads up + entry mode (Guided, Context dump, Best guess)
one question turns with plain language prompts
progress labels (for example, Context Qx/8 and Scoring Qx/5)
interruption handling and pause/resume behavior
numbered recommendations at decision points
quick select numbered response options for regular questions (include Other (specify) when useful)
This file defines the workflow sequence and domain specific outputs. If there is a conflict, follow this file's workflow logic.
Application
Use template.md for the full fill in structure.
This workflow orchestrates 6 phases over 2 4 weeks , using multiple component and interactive skills.
Phase 1: Frame the Problem (Day 1 2)
Goal: Define what you're investigating, who's affected, and success criteria.
Activities
1. Run Problem Framing Canvas
Use: skills/problem framing canvas/SKILL.md (interactive MITRE)
Participants: PM, design, engineering lead
Duration: 120 minutes
Output: Problem statement + "How Might We" question
2. Create Formal Problem Statement
Use: skills/problem statement/SKILL.md (component)
Participants: PM
Duration: 30 minutes
Output: Structured problem statement with hypothesis
3. Define Proto Personas (If Needed)
Use: skills/proto persona/SKILL.md (component)
When: If target customer segment is unclear
Duration: 60 minutes
Output: Hypothesis driven personas
4. Map Jobs to be Done (If Needed)
Use: skills/jobs to be done/SKILL.md (component)
When: If customer motivations are unclear
Duration: 60 minutes
Output: JTBD statements
Outputs from Phase 1
Problem hypothesis: "We believe [persona] struggles with [problem] because [root cause], leading to [consequence]."
Research questions: 3 5 questions to answer through discovery
Success criteria: What would validate/invalidate the problem?
Decision Point 1: Do we have enough context to start research?
If YES: Proceed to Phase 2 (Research Planning)
If NO: Gather existing data first:
Review support tickets, churn surveys, NPS feedback
Analyze product analytics (drop off points, usage patterns)
Review competitor research, market trends
Time impact: +2 3 days
Phase 2: Research Planning (Day 3)
Goal: Design research approach, recruit participants, prepare interview guide.
Activities
1. Prep Discovery Interviews
Use: skills/discovery interview prep/SKILL.md (interactive)
Participants: PM, design
Duration: 90 minutes
Output: Interview plan with methodology, questions, biases to avoid
2. Recruit Participants
Target: 5 10 customers per discovery cycle (Teresa Torres: continuous discovery = 1 interview/week)
Segment: Focus on personas from Phase 1
Recruitment channels:
Existing customers (email, in app prompts)
Churned customers (exit interviews)
Cold outreach (LinkedIn, communities)
Incentive: $50 100 gift card or product credit
Duration: 2 3 days (parallel with Phase 1)
3. Schedule Interviews
Format: 45 60 min per interview (30 40 min conversation + buffer)
Timeline: Spread across 1 2 weeks
Recording: Get consent, record for synthesis
Outputs from Phase 2
Interview guide: 5 7 open ended questions (Mom Test style)
Participant roster: 5 10 scheduled interviews
Synthesis plan: How you'll capture and analyze insights
Phase 3: Conduct Research (Week 1 2)
Goal: Gather qualitative evidence through customer interviews.
Activities
1. Conduct Discovery Interviews
Methodology: From skills/discovery interview prep/SKILL.md (Problem validation, JTBD, switch interviews, etc.)
Participants: PM + optional observer (design, eng)
Duration: 5 10 interviews over 1 2 weeks
Focus areas:
Past behavior (not hypotheticals): "Tell me about the last time you [experienced this problem]"
Workarounds: "How do you currently handle this?"
Alternatives tried: "Have you tried other solutions? Why did you stop?"
Pain intensity: "How much time/money does this cost you?"
2. Take Structured Notes
Template:
Participant: [Name, role, company size]
Context: [When/where they experience problem]
Actions: [What they do, step by step]
Pain points: [Frustrations, blockers]
Workarounds: [Current solutions]
Quotes: [Verbatim customer language]
Insights: [Patterns, surprises]
3. Review Support Tickets & Analytics (Parallel)
Support tickets: Tag by theme (onboarding, feature confusion, bugs)
Analytics: Identify drop off points, feature usage, cohort behavior
Surveys: Review NPS comments, exit surveys, feature requests
Outputs from Phase 3
Interview transcripts: Recorded sessions + detailed notes
Support ticket themes: Top 10 issues by frequency
Analytics insights: Quantitative data on behavior (e.g., "60% abandon onboarding at step 3")
Decision Point 2: Have we reached saturation?
Saturation = same pain points emerge across 3+ interviews, no new insights
If YES (saturated after 5 7 interviews): Proceed to Phase 4 (Synthesis)
If NO (still learning new things): Schedule 3 5 more interviews
Time impact: +1 week
Phase 4: Synthesize Insights (End of Week 2)
Goal: Identify patterns, prioritize pain points, map opportunities.
Activities
1. Affinity Mapping (Thematic Analysis)
Method:
Write each insight/quote on sticky note
Group by theme (e.g., "onboarding confusion," "pricing objections," "mobile access")
Count frequency (how many customers mentioned each theme)
Participants: PM, design, optional eng
Duration: 90 120 minutes
Output: Themed clusters with frequency counts
2. Create Customer Journey Map (Optional)
Use: skills/customer journey mapping workshop/SKILL.md (interactive)
When: If pain points span multiple phases (discover, try, buy, use, support)
Duration: 90 minutes
Output: Journey map with opportunities ranked by impact
3. Prioritize Pain Points
Criteria:
Frequency: How many customers mentioned this?
Intensity: How painful is it? (time wasted, money lost, emotional frustration)
Strategic fit: Does solving this align with business goals?
Method: Score each pain point (1 5) on frequency, intensity, strategic fit
Output: Ranked list of top 3 5 pain points to address
4. Update Problem Statement
Use: skills/problem statement/SKILL.md (component)
Refine based on research: Did initial hypothesis hold? Adjust if needed.
Output: Validated problem statement
Outputs from Phase 4
Affinity map: Themes with frequency counts
Top 3 5 pain points: Prioritized by frequency × intensity × strategic fit
Customer quotes: 3 5 verbatim quotes per pain point
Validated problem statement: Refined based on evidence
Phase 5: Generate & Validate Solutions (Week 3)
Goal: Explore solution options, design experiments, validate assumptions.
Activities
1. Generate Opportunity Solution Tree
Use: skills/opportunity solution tree/SKILL.md (interactive)
Input: Top 3 pain points from Phase 4
Participants: PM, design, engineering lead
Duration: 90 minutes
Output: 3 opportunities, 3 solutions per opportunity, POC recommendation
Alternative: Use Lean UX Canvas
Use: skills/lean ux canvas/SKILL.md (interactive)
When: Prefer hypothesis driven approach over OST
Output: Hypotheses to test, minimal experiments
2. Design Experiments
For each solution: Define "What's the least work to learn the next most important thing?"
Experiment types:
Concierge test: Manually deliver solution to 10 customers, observe
Prototype test: Clickable mockup, usability test with 10 users
Landing page test: Fake door test (show feature, measure interest)
A/B test: Build minimal version, test with 50% of users
Success criteria: What metric/behavior validates hypothesis?
3. Run Experiments
Timeline: 1 2 weeks per experiment
Participants: PM + design (for prototypes), eng (for A/B tests)
Output: Quantitative and qualitative validation data
Outputs from Phase 5
Solution options: 3 9 solutions (3 per opportunity)
Experiment results: Did hypothesis validate or invalidate?
Customer feedback: Qualitative reactions to prototypes/concepts
Decision Point 3: Did experiments validate solution?
If YES (validated): Proceed to Phase 6 (Decide & Document)
If NO (invalidated):
Pivot to next solution option
Re run experiments with adjusted approach
Time impact: +1 2 weeks
Phase 6: Decide & Document (End of Week 3 4)
Goal: Commit to build, document decision, communicate to stakeholders.
Activities
1. Make Go/No Go Decision
Criteria: