3.1 — How I Let AI Handle Discovery Prep Before the Meeting | AI-Native Technical Project Manager.

─────────────────────────────────── Find Full Course :    • AI-Technical Project Manager Course: Build...   ─────────────────────────────────── Most TPMs send a calendar link and call it preparation. Lets uncover how FAANG company project manager uncover it for an Australian client. Timestamps: Video Timestamps – Module 3, Topic 1 0:00:00 – Introduction & two key learning goals 0:00:51 – Recap of Module 2 (market trends, competitor review, open-ended questions) 0:01:51 – Why structured discovery questions matter (burger vs. pizza analogy) 0:02:55 – Structuring the raw data into a digestible format 0:03:29 – Raw data dump problem – why Claude is needed 0:04:13 – Claude prompt walkthrough for building the discovery worksheet 0:05:15 – Sharing structured questions with clients before the meeting 0:05:41 – Client benefit: less anxiety, right stakeholders invited, comes prepared 0:06:27 – Claude output walkthrough begins 0:07:21 – Section 1: Market trends review (AI-first support, mobile-first, KPI shifts) 0:07:45 – Section 2: Competitor landscape (Woolworths & Myer analysis) 0:09:00 – Discovery questionnaire: Q1 – Build vs. Buy decision 0:10:00 – Discovery questionnaire: Q2 – Ideal system & user journey 0:16:07 – Lesson learned: Always present data before questions (not after) 0:17:49 – Transitioning to meeting invite setup 0:18:07 – Send invite at least one week ahead 0:18:23 – Google Calendar meeting setup walkthrough 0:19:08 – Meeting agenda structure 0:20:38 – Strategic advantage of early client responses 0:21:30 – Post-discovery call next steps 0:22:14 – Personal note: Request client pre-fills before meeting 0:23:02 – Wrap-up & preview of next topic (live client interaction simulation) Here's exactly what the three steps are: 🔍 STEP 1 — Pre-Work Intelligence (What Feeds the Prompt) Before any prompt is run, three research inputs are synthesised: → Input 1 — AI Adoption Trends: Gartner benchmarks, ACMA mobile data, deflection rate KPI shifts, and Australian Privacy Act obligations — the market evidence that sets the context for every question asked → Input 2 — Live Competitor Reviews: Not analyst summaries. Actual UX walkthroughs of Myer's AI complaint portal and Woolworths' chatbot Olive — tested firsthand. Key finding: Olive routes customers through decision trees but still requires an in-store visit to complete returns. Digital intake without digital resolution = the gap RetailCo can own. Myer finding: Full return initiation via AI + genuine channel choice = confirmed CSAT driver. → Input 3 — 21 Open-Ended Discovery Questions from Module 2, Topic 3: Covering project goals, user personas, technical constraints, security, and success metrics — the direct source fed into the prompt. The sequence matters: Research → Competitor Analysis → Questionnaires. Skipping any input reduces the document from intelligence-led to template-generated. 🧠 STEP 2 — The Worksheet Creation Prompt (Claude) The prompt structure: Role + Context + Structure + Formatting requirements. What it produces: → Section 1 — Market Intelligence & Research ("The Why"): Competitor findings synthesised into a professional narrative that sets up every technical question with market credibility → Section 2 — Interactive Discovery Worksheet: Structured questions, each followed by two clearly labelled boxes: • [Client Response / Current State] — client pre-fills before the session • [Workshop Notes / Future State] — filled live during the call together Key focus areas: Project Goals · User Personas · Technical Constraints (Stack, Integrations, Security) · Success Metrics 🤖 Full Claude Prompt (copy-ready, used live in this video): "Role: You are an expert Senior Technical Project Manager with over a decade of experience leading high-stakes discovery sessions for complex software projects. Your goal is to create a comprehensive, collaborative Google Doc titled 'Technical Discovery Agenda & Client Worksheet'..." 📅 STEP 3 — The Google Calendar Invite Once the worksheet is finalised, the calendar invite goes out with the document link attached — so the client sees the agenda and the document together, in one place, before they accept the meeting. 📊 What You Walk Into the Room With: ✅ A client who has pre-read and pre-filled their current state ✅ A structured document that becomes your requirements log ✅ A confirmed agenda that no one can derail ✅ Market intelligence baked into the framing — not improvised on the day ▶️ Next: 3.2 — Running the Live Discovery Call (Client Walkthrough) --- 🎓 AI-Native TPM Curriculum by Sahas Pokhrel | Module 3 · Topic 1 of 3 #TPM #DiscoveryCall #ClaudeAI #TechnicalProjectManager #AgendaPreparation #ProjectManagement #AIProductivity #ClientWorksheet #TPMTips #AITools