Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions. 

Many POaP Plan On a Page examples

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp). 

1. Planning & Scheduling

  • MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
  • Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
  • Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries. 
Example Plan On a Page POaP

2. PRINCE2 & Governance

  • Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
  • Reporting: Highlight reports, exception reports, and end-stage reports. 
PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

  • RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
  • Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
  • RACI Matrix: Resource Responsibility Assignment Matrix. 
Many Project Budget / Financial Tracker examples

4. Execution & Delivery

  • SDLC: Detailed Software Development Life-cycle plans.
  • Deployment/Runbook: Execution and release planning documents.
  • Agile: Burn down and burn up charts. 
Example Agile Scrum Burn Down Chart

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update). 

Example MS Excel Delivery Plan

1. Project Startup / Initiation Phase 

  • Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
  • Key Templates: Project Brief, PID, Business Case, Project Board Structure. 

2. Planning Phase

  • Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
  • Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log. 

3. Project Execution / Control Phase

  • Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
  • Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker. 

4. Project Close Phase

  • Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
  • Key Templates: End Project Report, Lessons Log, Benefits Realization Plan. 

Summary of Key Features

  • Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
  • Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
  • Support: Free lifetime upgrades (and additions) to the latest template package after purchase. 
  • Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.

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Author: Mark Whitfield

Welcome to my site! After graduating in Computing in 1990, I accepted a position as a programmer at a Runcorn based software house specialising in electronic banking software, namely sp/ARCHITECT-BANK on Tandem Computers (now HPE NonStop). This was before the internet became more prevalent and so the notion of enabling desktop access to company accounts for inter-account transfers and book keeping was still quite a cutting edge idea (and smartphones only ever hinted at in Space 1999). The company was called The Software Partnership (which was taken over by Deluxe Data in 1994). I spent 5 years in Runcorn developing code for SP/ARCHITECT for various banks like TSB, Bank of Scotland, Rabobank and Girofon (Denmark) to name but a few. I then moved onto a software house in Salford Quays for further bank facing projects. After a further 23 years in the IT industry and now a Senior IT Project Manager (both Agile and Waterfall delivery), I thought I would echo out my Career Profile in this corner of the internet for quick and easy access.

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