Vision and Scoping Engagement

A short initial 2-5 day engagement, professionally facilitated to establish and gain consensus to the product vision and initial scope that will set you up for success.

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At IAG, we believe in the power of a clearly defined vision and objectives to kick-start your project. In just a span of 3-5 days, our team of professional IAG consultants will lead a project scoping meeting with your key stakeholders. Our goal? To quickly define and establish the product vision, initial scope, and high-level business requirements for your project. Our proven methods and expert facilitation ensures efficiency and accuracy in project scoping, setting your project on the path to success from day one. Trust in our industry-recognized expertise to help bring your vision to life.

In a typical engagement, our seasoned requirements consultants utilize industry best practices to spearhead the initial analysis of the project or product objectives. This critical phase unfolds over an average duration of 2-5 days, and is designed to produce the requisite deliverables for meeting your initial project planning milestones. Our requirements consulting team, comprised of industry-leading experts, is responsible for facilitating this process. Whether onsite or remotely, they employ their expertise and our trusted methods to ensure a streamlined and effective project scoping experience.

Additional information

Product Type


Delivery Method

On-site and/or Remote

Duration (days)

2-5 days

Typical Deliverables

Vision and Scope Document, Project Charter or Project Initiation Document, High-level Business Requirements Document, Requirements Management Plan

Work Products

Assumptions, Business Drivers, Conceptual Data Model, Constraints and Dependencies, Context Diagram, Definition of Ready, Epic Discovery Canvases, Glossary, High-level Use Case Scenarios, In/Out-of-Scope Elements, Prioritized Backlog Items, Process Maps, Product Capabilities, Product Features, Product Roadmap, Risks, SMART Objectives, Story Map, Vision Statement, Work Plan


Our seasoned consultants delve deeply into your project to produce a series of essential outputs. The Vision Statement provides a concise, compelling image of your project’s future state, serving as a guiding light throughout its execution. Identifying the Business Drivers presents a clear understanding of the strategic, operational, and financial factors driving the project. SMART Objectives are formulated to ensure your project goals are Specific, Measurable, Achievable, Relevant, and Time-bound.

We precisely define the In/Out-of-Scope Elements, delineating the boundaries of your project and ensuring a focused approach. The Skeleton Product Roadmap provides a high-level visual representation of the product’s evolution over time.

Throughout the engagement we also help to identify and categorize the Risks, Constraints, Dependencies, and Assumptions of the project to help enable sound risk management.

Optionally some of the common work delivered also includes a Skeleton Conceptual Data Model that organizes the key information elements discovered, a Context Diagram that provides a visual representation of the product’s interactions with its environment, and a Glossary of the essential terms identified.

We also develop Prioritized High-Level Business Requirements, also known as Main Product Capabilities or Epics. This provides a clear understanding of what must be achieved. These feed into an Initial Prioritized Product Backlog List, which arranges your project components in order of priority.

Additionally, based on your input and our business analysis best practices, we establish a Plan, Standards, and Approach for Requirements Definition and Management and a Definition of Ready. This ensures that a consistent, efficient approach is maintained throughout your project’s lifecycle. This also encompasses a Plan for Requirements Definition (Schedule of Requirements Discovery Sessions or Story Mapping Workshops), further guaranteeing a thorough, organized, and effective approach to defining your project requirements — whether you are following an agile or traditional development approach.


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