Download Free Upgrade Project Management Templates

The full toolkit of Mark Whitfield’s Project Management (PM) templates is structured below according to structural focus areas, overview of utility, and native file formats. Free upgrades and additions after purchase.

📅 Project Planning & Roadmapping

  • Focus: Schedule design and milestone visualization for SDLC, PRINCE2, and Agile.
  • Overview: Builds work breakdown structures (WBS), tracks timelines, and presents milestones to stakeholders.
  • Format: Microsoft Project (.mpp), Excel (.xlsx), and PowerPoint (.pptx).
  • Included: Detailed plans, Excel Gantt trackers, over 35 Plan on a Page (POaP) slides, and spreadsheet-based timelines.

⚠️ Risk, Governance & Operational Control

  • Focus: Threat tracking, dependency mitigation, and accountability.
  • Overview: Ensures structural control and compliance, managing risks, issues, and resource ownership.
  • Format: Excel (.xlsx) and Word (.docx).
  • Included: Comprehensive RAIDs log, RACI tracker, stakeholder analysis map, and meeting minutes templates.

💰 Financial Management & Tracking

  • Focus: Cost control, margin maintenance, and expenditure reporting.
  • Overview: Tracks internal/external resources, supplier fees, and expenses with visualized budget usage.
  • Format: Excel (.xlsx) with pivot tables and charts.
  • Included: Project financial tracker, FAV basic tracking template, and client-facing external cost tracker.

🏃 Agile Delivery & Metric Performance

  • Focus: Iterative delivery, velocity tracking, and roadblock visibility.
  • Overview: Used for manual tracking of sprint metrics and third-party dependencies when native tools are unavailable.
  • Format: Excel (.xlsx).
  • Included: Burn down/up charts, and agile story dependency trackers.

📢 Communications & Project Status Reporting

  • Focus: Executive updates and onboarding consistency.
  • Overview: Standardizes project reporting, status updates, and organization charts.
  • Format: PowerPoint (.pptx) and Word (.docx).
  • Included: Project status reports, kick-off decks, organizational charts, and benefits realization plans.
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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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