Discovery and PlanningGuide

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Confirm your Fast Start summary

Check the workflow, owner, pain, desired outcome, and existing system-of-record boundary before Project Unlock.

Confirm your Fast Start summary

The confirmed summary is Fast Start's typed handoff between discovery and private project generation. If it is vague, the board and delivery work will be vague too.

What a good summary includes

A good summary usually captures:

  • the primary target product or workflow surface
  • who performs the work
  • the parts of the current process people still rely on
  • the pain points making replacement worthwhile
  • the desired outcome and key constraints
  • the existing system that remains authoritative for records

What to challenge before you unlock

Pause and tighten the summary if any of these are still fuzzy:

  • the workflow is too broad
  • the owner is unclear
  • the kept system-of-record boundary is missing
  • the outcome sounds like a platform rewrite instead of a workflow replacement

Move to Deep Discovery instead when the boundary cannot be established responsibly through the focused guided conversation.

When to move forward

Unlock the project only when the summary feels specific enough that another person could understand the work without replaying the whole chat transcript.

Once the summary is right, continue with Create your first project.