The Sancho PM Toolkit

11 templates. Everything you need. Nothing you don't.

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Sancho Templates

Battle-tested templates built on one philosophy: pragmatism beats perfection. Every template forces clarity. No 20-page docs.

OKR + Vision Brief Discovery

OKR + Vision Brief

Define direction before discovery. Align team on where you are going.

+ Vision statement (1 paragraph)
+ Time horizon (Quarter/Half/Year)
+ Objectives (max 3)
+ Key Results (max 3 each)
Opportunity Assessment Discovery

Opportunity Assessment

Evaluate if a problem is worth solving before jumping to solutions.

+ Problem statement
+ Target users
+ Current alternatives
+ Market size estimate
1-Page PRD Definition

1-Page PRD

One page forces clarity. No more 20-page docs that nobody reads.

+ Problem/Solution structure
+ Success metrics
+ Scope In/Out
+ Open questions
User Stories Definition

User Stories

Stories that developers actually understand and can implement.

+ As a/I want/So that format
+ Acceptance criteria
+ Edge cases
+ Dependencies
Priority Scorecard Operations

Priority Scorecard

Say no with data. Better than RICE for real-world decisions.

+ Custom scoring criteria
+ Effort estimation
+ Confidence weighting
+ Comparison views
Decision Log Operations

Decision Log

End "I thought we decided..." Track every decision and why.

+ Decision + context fields
+ Stakeholders involved
+ Date and outcome tracking
+ Search/filter views
Stakeholder Map Operations

Stakeholder Map

Know who matters and how to keep them informed.

+ Power/Interest matrix
+ Communication cadence
+ RACI integration
+ Update frequency guide
Weekly Status Operations

Weekly Status

Keep stakeholders informed without wasting time.

+ Progress summary
+ Key decisions
+ Blockers
+ Next week plan
Launch Checklist Launch

Launch Checklist

Never miss a launch step. From code to customers.

+ Pre-launch (dev, QA, docs)
+ Launch day timeline
+ Post-launch monitoring
+ Rollback criteria
Success Metrics Measure

Success Metrics

Define what winning looks like before you start.

+ North Star metric
+ Input metrics
+ Health metrics
+ Measurement plan
Retro Template Operations

Retro Template

Retros that lead to action. Async-friendly format.

+ Async-first structure
+ Action item tracking
+ Follow-up automation
+ Team health check

How to Use These Templates

1

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2

Customize

Adapt the template to your team's context. Remove what you don't need.

3

Ship

Use the template to move faster. Perfect is the enemy of shipped.

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