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Version: 2604 (Preview)

Discovery Sessions Overview

Runbook Azure

DOCUMENT CATEGORY: Runbook SCOPE: Discovery and planning session framework PURPOSE: Structure and guide discovery workshops MASTER REFERENCE: Microsoft Learn - Azure Local Planning

Status: Active


Discovery sessions are structured workshops conducted with stakeholders to gather requirements, assess infrastructure, and plan Azure Local deployments. This framework ensures consistent, thorough discovery across all deployments.

Overview​

The discovery process is organized into five phases that progressively build the complete picture needed for successful Azure Local deployment:

  1. Pre-Discovery Planning - Internal preparation and scheduling
  2. Requirements Workshops - Stakeholder interviews and requirements gathering
  3. Workload Assessment - Technical analysis of existing workloads
  4. Data Consolidation - Compile and validate gathered information
  5. Planning Outputs Review - Formal review of discovery artifacts

Sessions​

SessionDescriptionDurationParticipants
Pre-Discovery PlanningInternal prep, scheduling, initial data request2-4 hoursdeployment team
Requirements WorkshopsBusiness & technical requirements gathering4-8 hoursAll stakeholders
Workload AssessmentExisting infrastructure and workload analysis4-6 hoursTechnical teams
Data ConsolidationCompile, validate, and organize discovery data2-4 hoursdeployment team
Planning Outputs ReviewFormal review of completed discovery package1-2 hoursAll stakeholders

Workflow​

flowchart LR
A["Pre-Discovery<br/>Planning"] --> B["Requirements<br/>Workshops"]
B --> C["Workload<br/>Assessment"]
C --> D["Data<br/>Consolidation"]
D --> E["Planning Outputs<br/>Review"]
E --> F["Discovery<br/>Complete"]

Key Deliverables​

DeliverableDescription
Discovery QuestionnaireCompleted requirements document
Site Assessment ReportPhysical and network infrastructure evaluation
Workload InventoryCatalog of workloads to migrate/deploy
Architecture DesignProposed cluster topology and network design
Bill of MaterialsHardware, licensing, and resource requirements

Prerequisites​

Before beginning discovery sessions:

  • Deployment approved and scheduled
  • Discovery team assigned
  • Initial data request sent to stakeholders
  • Access to key stakeholders confirmed

Next Steps​

After completing discovery, proceed to CI/CD Infrastructure to establish automation infrastructure.