Skip to main content

Dashboard Discovery Workshop
Begin your next
dashboard project
the right way

Why This Workshop?

Most dashboards fail before they’re built, not because of bad tools, but because of unclear requirements. This workshop will help you lead with structure, uncover real needs, and set projects up for success.

What Makes It Different?

  • Engaging, interactive role-play — Work with themed stakeholder personas to practice asking the right questions.
  • Discovery requirements template — A three-part framework (purpose, design, data) that ensures nothing gets missed.
  • Low-fi wireframing — Turn fuzzy ideas into tangible layouts that spark alignment.

What You’ll Learn

  • Build trust through structured discovery.
  • Prioritize what matters most to stakeholders.
  • Translate requirements into simple, effective design concepts.

Who It’s For

  • Analysts and developers tired of endless rework.
  • Leaders who want projects to start on solid ground.
  • Teams preparing to launch a new dashboard initiative.

You’ll Leave With

  • A repeatable discovery template
  • Hands-on experience gathering and prioritizing requirements
  • The confidence to guide stakeholders from conversation to clarity

Workshop Details

Date: Thursday, November 13

Time: 12–2 p.m. CT

Format: Virtual (Zoom).
Multiple monitors recommended.

Cost: $150

Who should attend: Analysts, developers, and team leaders.