What are Project Sensai discovery templates?

They are guided discovery question sets in PerchBase Project Sensai that help you run structured project discovery and capture critical context before committing to scope, schedule, or budget.

Why is project discovery important?

Discovery clarifies the real problem, goals, stakeholders, constraints, and risks early—reducing rework, scope creep, and missed requirements later in the project.

What do the discovery templates help uncover?

Business goals and success measures, stakeholder needs, process/system/data impacts, dependencies, constraints, risks, readiness, and change/communications considerations.

What types of projects can use these discovery templates?

They can be used across many project types including IT implementations, process improvement, operations changes, marketing initiatives, UX research, and more.

Can I export discovery notes from PerchBase?

Yes. The templates are designed to produce structured notes you can export and reuse as inputs into a business case or project charter.

Project Sensai

Project Discovery Templates – Project Sensai

Ask the right questions before you commit to scope, timelines, or budget.

Overview of the Project Sensai discovery templates on PerchBase—how guided questions uncover goals, constraints, risks, and stakeholder expectations before you lock in scope and timelines.

Structured discovery questions Stakeholder & requirements insight Exportable discovery notes

In this video, we walk through the discovery templates inside Project Sensai. You’ll see how the guided questions help you explore business goals, stakeholders, processes, systems, and risks so you can capture the real problem and context before you commit to plans, estimates, or delivery dates.

Why Discovery Matters

Strong projects start with strong discovery. Project Sensai includes discovery templates that help you uncover goals, constraints, risks, and stakeholder expectations before you lock in a plan.

What’s Inside the Discovery Templates

Guided questions for business goals and success measures.
Stakeholder, user, and customer needs.
Process, system, and data impacts.
Risks, dependencies, and constraints.
Readiness, change impact, and communications needs.

Use Discovery Templates Across Different Project Types

Project Sensai includes discovery coverage for IT implementations, process improvement, marketing campaigns, UX research, operations changes, and more.

How to Use the Discovery Templates

Open Project Sensai after logging into PerchBase.
Select the discovery template for your project type.
Walk through the questions while you meet with stakeholders.
Export your notes into a structured document you can attach to your business case or charter.