What is the purpose of a discovery plan?

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The key purpose of a discovery plan is to set up the discovery session so you gather the right information efficiently and know when you’ve learned enough to move forward. By outlining objectives, you define what you’re trying to achieve in the conversation—whether it’s uncovering user pains, understanding decision criteria, or identifying constraints. Defining questions gives you a structured approach to probing those areas, ensuring you cover the critical topics and don’t miss important details. Setting success criteria provides a clear measure of whether the session has delivered actionable insights—so you can decide the next steps with confidence.

This plan also signals to the customer that the time will be used purposefully, helps keep the discussion focused, and creates alignment on what will be explored and how findings will be used. That makes discovery more efficient and increases the likelihood you’ll have a solid basis for moving into the next phase.

So, the discovery plan is about outlining objectives, defining questions, and setting success criteria for the discovery session. The other options describe activities that happen after discovery (proposing next steps, roadmap planning, pricing/contract terms) and aren’t the purpose of the discovery plan itself.