Start with the problem

Describe what happens today, who is affected and why it matters. For example, a sales team may enter the same customer details in three systems. That is a more useful starting point than asking for a dashboard without explaining the work behind it.

Name the people and their tasks

List the users and the decisions or activities each one needs to complete. Include administrators and support staff as well as customers. Capture exceptions, approvals and access boundaries early.

Choose the first useful outcome

Separate essential first-release workflows from later improvements. A smaller release should still complete a useful task from beginning to end. Record what is deliberately outside that release.

Make success observable

Agree how you will judge the result. Acceptance criteria can describe the information shown, permitted actions, error handling and expected completion of a workflow. Avoid vague statements such as easy to use without examples.

Include the delivery context

Mention existing systems, available integrations, migration needs, target devices, hosting and who will maintain the application. Share your timing and budget constraints so the proposed scope can account for them.

Bring questions, not only answers

You do not need every technical decision settled before discovery. A useful brief records what you know, what you assume and what needs investigation. That gives your development partner a stronger basis for a proposal.

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