The following documents are typically used during the project life cycle. Use these templates to propose, plan, execute, and close your projects. In addition to the templates below, the meeting notes template is a helpful for tracking and documenting team progress.
The documents below may be helpful when planning a project, but might not be developed by the project manager. Other team resources, for example, a business analyst, subject matter expert, or operational manager may take the lead on these documents:
- Requirements template
- Communication request (use this form to request services from OIT News & Information for your project)
- Request for proposal (RFP); contact Duke’s Procurement Services
- Test plan (coming soon)
- Service Level Agreement (SLA); OIT Charges for Support (Appendix to SLA)