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Version: 1.0.0

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.