Discovery Process – IT

Every project oriented, or service driven company, needs a process. Our process in project engagement, begins with the Discover Process. This process is paramount in identifying project/process requirements, in order to establish and understand goals/requirements, milestones, communication preferences to ultimately give the project a finish line with success criteria.

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*This is a more lengthily form – please use your laptop or desktop to complete – thank you!

  • Discovery Process - IT

  • Project Specific - Managers & official Signers involved in project

  • Project Specific - Data and Hosting

  • Project Specific - Project Management / Process

  • Project Specific - Websites Features - to the best of your ability, please check all boxes that will apply to this project

  • Project Specific - Post Development - Change Management / Maintenance

  • Is there anything else that you would like to note about the project?

  • On behalf of CrossLeaf and your Account Manager, thank you kindly for taking the time to complete this Discovery form.


Understanding your brand, audience, industry, desired impression and marketing guidelines is crucial to any public facing visual presentation.  This Discovery form begins to collect those requirements along with your project overview and engagement process.

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Understanding the goals and objectives from your IT Department will enable us to commit to actionable in-scope requirements, that when completed, will result in a job well done.  This Discovery form is created the IT Department.

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Keeping your data collected and stored safely should be important to any small, or large sized company.  If you have security standards, then we need to know about them.  This Discovery form is meant to be completed by your Security requirement.

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Return back to our Project Management overview page to learn more about our process and the way we approach new and current tasks.

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