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Facilitation Playbook

Step-by-step guides for running UX workshops — from Discovery through Design Review. Inspired by NNGroup and IDF methods.

Discovery Session

Session framing

10 minNNGroup

Ensure every participant understands why the session exists and what it will produce.

What does a successful outcome from this session look like for each of you?

Capture individual expectations

What would make this session a failure? What risks should we name up front?

Surface anxieties and blockers early

Who is not in this room that has a stake in this problem?

Map absent stakeholders

  • Open with a visible parking lot; agree on note-taking roles before introductions.
  • Write the session goal on the whiteboard before any discussion starts.
  • Revisit the goal statement at the end to test if it still holds.

Shared goal statement written in one sentence, visible to all.