Set-up

GETTING READY

Due to the challenge an inception addresses, getting it right is not easy. Consequently, preparation and having the right conditions in place are vital.

As part of this step, we:

  1. Get up to speed

  2. Line up our team

  3. Define Inception Goals

By doing this, we are able to successfully design, plan and run an inception.

Preparation is key. Please don’t run an inception without having enough time to prepare.

Get up to speed <1d

A strong understanding of the client’s wider context is critical to asking the right questions. Before you start, spend a few hours doing some research to inform your thinking:

  • Analyse the brief

  • Speak with existing client contacts and clarify any immediate questions

  • Conduct lightweight research on industry, client and problem domain

Line up your team <1hr

Ideally, the team that will run the inception should be involved in designing and planning it too.

Our teams are cross-functional and at a minimum, include:

  • Delivery

  • Product

  • Technology

See Plan an inception: deep dive for more information.

Define the inception goals <1hr

Explicitly call out the overall inception goal, and what each participant and group is trying to achieve through the inception. This will be your lifeline and your focus throughout.

Ensure it aligns with the brief and known constraints, whether they relate to time, money, your values or anything else.

After finishing these set-up activities, you are ready to move on to design the inception.

Pro tips

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