Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents spanning the entire project lifecycle. Designed for PRINCE2, Agile Scrum, and Waterfall methodologies, the suite helps project managers streamline planning and tracking. The toolkit is available on platforms like Mark Whitfield’s Project Templates and Etsy – ProjectTemplatesSoft.
Here is a detailed breakdown of the templates by type:
1. Planning & Scheduling Templates
These templates help structure timelines, resource allocation, and task dependencies.
- MS Project Plans (.mpp): Detailed, annotated files spanning full Software Development Life-Cycles (SDLC) and PRINCE2 7th Edition. Includes sprint overviews for Agile teams.
- Excel Detailed Plans: Full Gantt chart and task tracking for users who do not have MS Project. Includes self-populating columns for baseline variance, actual effort, and RAG (Red/Amber/Green) status.
- Plan on a Page (POaP): Over 30 PowerPoint slide designs that simplify complex project timelines, allowing you to present the overarching plan to clients and executives without overwhelming them with micro-details.
2. RAIDs Log Templates
These core tracking documents help manage the unknowns and variables of your project.
- Basic RAIDs Log: Simple trackers for Risks, Assumptions, Issues, and Dependencies.
- Comprehensive RAIDs Log: Highly detailed sheets with separate tabs to track supplier details, individual deliverables, Change Requests (CR), and out-of-scope (OOS) tasks.
3. Financial Management Templates
Designed to maintain tight control of your budget and forecast.
- Monthly Finance Tracker: Simple sheets to monitor monthly forecasts, actuals, annual leave, and monthly variances.
- Project Cost Tracker: Full-featured financial spreadsheets providing rate lookups, margin calculations, expense logs, and built-in charts for financial reporting.
4. Governance & Project Controls
These templates form the administrative and structural backbone, primarily based on the PRINCE2 methodology.
- Project Initiation Documentation (PID): Includes templates for the Business Case, project approach, roles & responsibilities, and team structure.
- Reports: Standardized documents for Checkpoint Reports, Highlight Reports, End-Stage Reports, and Exception Reports.
- Logs & Registers: Tailored templates for Lessons Learned, Quality Management, and Configuration Item Records.
5. Stakeholder & Team Management Templates
Focused on communication and team alignment.
- RACI Matrix: A tracker to define exactly who is Responsible, Accountable, Consulted, and Informed for each project task.
- Stakeholder Analysis: Charts and planning tables designed to measure stakeholder “influence vs. impact” so you know exactly how to manage expectations.
- Mobilisation Kit: Onboarding documents and team kickoff presentations to get new resources up to speed quickly.
6. Agile & Specialized Execution Templates
- Agile Dependency Tracking: Tools designed specifically to monitor user stories that have hard dependencies on external suppliers or stakeholders.
- Burn Down / Burn Up Charts: Visual aids in Excel to track sprint velocity and project progression against deliverables.
- Benefits Realization Plan: A spreadsheet that evaluates the project’s completed deliverables against the organization’s original business goals and financial targets.
All templates are designed for use across desktop, tablet, and cloud platforms. Purchases on his site come with lifetime free upgrades for any additions he makes to the package.
PROject Templates 