Presentation of the phase
The “Exploration” phase leaves time for analysis and expertise gathering, before decision making. This phase is carried out via:
- observation interviews, conducted with project representatives;
- questionnaires, handed out to the actors involved;
- studies of the state of the art.
At the end of the exploratory phase, observations both on the context of the organization and on the state of the art are presented to the Advisory Committee, in the form of a participative workshop.
At this stage, no decision has yet been taken and all possible paths remain wide open. They have simply been marked out.
Objective of the phase
Amass a maximum of material to stimulate thinking
All sources are worth exploring: internal and external.
- It is often useful to take stock of past experiences, if only to be able to reply to remarks such as “we have already tried; it does not work.”
How the phase works
The project manager can share the work out according to a pre-established theme or according to source type:
- Use of the library
- Monitoring (standards, market, initiatives in other companies)
- Surveys, interviews, acquiring expertise, training…
Products of the phase
There is a risk of spending time conducting research without leaving any visible trace. Project management must be vigilant about this point and insist upon the presentation of findings.
- Traces of information gathering
- Identification of available elements (on the market, in literature, in-house…)
- Interview minutes, lecture notes, drafts…
- Additions to the Thesaurus??