Mark Whitfield’s comprehensive Project Management Template Bundlecontains over 200 editable premium assets. These templates are designed to serve both traditional structured governance and modern frameworks, bridging the gap between Waterfall/PRINCE2 and Agile/Scrum execution.
Available natively in Microsoft Word, Excel, PowerPoint, and MS Project (MPP) formats, they are built to support the entire software development lifecycle (SDLC) and general program delivery.
Below is an in-depth breakdown of the project management templates categorized by their primary operational focus, including links to relevant toolkits and deep-dives from the Mark Whitfield Project Management Portal:
📅 Planning, Scheduling & Lifecycles
These templates provide the core baseline for defining, pacing, and communicating project tasks across different methodologies.
- Traditional Waterfall & Hybrid Planners
- Microsoft Project Plan (MSP MPP) Files: Ready-made master schedules configured for structured delivery phases and software development lifecycles. Accessible via the MS Project Template Portal.
- PRINCE2 7th Edition Schedules: Tailored governance templates adhering to the updated PRINCE2 framework principles.
- Detailed SDLC Excel Project Plans: Complete alternative task trackers structured for teams operating without standard Microsoft Project desktop licenses. Available on the Excel and PowerPoint Plans Page.
- Agile, Scrum & Kanban Execution
- Sprint Planning & Retrospective Kits: Organized task blocks for managing daily stand-ups, backlog grooming, and sprint delivery cadences.
- Agile Burn-Down & Burn-Up Charts: Dynamic visual tools to track team velocity and remaining sprint effort over active delivery blocks.
- Story Dependency Logs: Dedicated cross-team alignment matrices specifically mapping blockers between product backlog items.
- High-Level Stakeholder Communication
- Plan on a Page (POaP) Viewports: Executive-level visual dashboards built natively in Excel and PowerPoint to summarize timelines for steering committees. Details can be reviewed on the Project Planning Examples Page.
- Milestone Calendars: Simplified cloud-migration or deployment timeline graphics designed for quick C-suite alignment.
📊 Governance, Tracking & Risk Management
These documents enforce quality assurance, track real-time deviations, and maintain compliance throughout the project lifecycle.
- RAID & Control Tracking
- Comprehensive RAID Logs: Multi-tab Excel registers covering Risks, Actions, Issues, Opportunities, Lessons Learned, and Dependencies with built-in analytical charts. Complete operational toolsets are hosted on the PMO Toolkit Hub.
- Basic RAID Frameworks: Lightweight, trimmed tracking variations engineered primarily for simpler project bids or rapid discovery blocks.
- Resource and Accountability Management
- RACI Assignment Matrices: Cross-functional grids to clearly assign and establish who is Responsible, Accountable, Consulted, and Informed across tasks.
- Resource Capacity & Leave Trackers: Integrated team scheduling sheets managing calendar availability, annual leave allocations, and project burn rates.
💰 Project Financials & Commercials
A suite of detailed financial workbooks designed to align internal cost tracking against customer-facing baselines.
- Cost & Baseline Engineering
- Internal Baseline Trackers: Comprehensive “Company View” sheets detailing internal resourcing costs, forecast models, and gross margin goals. See structural breakdown details at the Template Folder Directory.
- Variance & Expense Management: Formula-driven financial views tracking actual expenditures against forecasted baselines to flag overruns.
- Vendor & Client Commercial Alignment
- External Client Cost Trackers: Simplified, external-facing cost summary dashboards ready to share directly for regular client financial reviews.
- Statement of Work (SOW) Guides: Document generation kits establishing delivery scope, contractual guidelines, and specific supplier rules.
📢 Communications, Delivery & Administration
Templates engineered to optimize day-to-day team functions, report project status, and handle operational management.
- Status Reporting & Visibility
- Weekly & Monthly Status Reports: Pre-built executive slide decks and text templates tailored to provide uniform delivery updates. These can be downloaded from the Professional Templates Page.
- Benefits Realization Models: Analytical mapping systems designed to log, monitor, and formally verify the commercial value or ROI yielded by individual deliverables.
- Onboarding & Daily Mechanics
- Team Onboarding Kits: Structured resource folders containing organizational charts, contact lists, and system access paths for incoming team members.
- Meeting Minutes & Action Logs: Streamlined documents capturing critical technical alignments, design board decisions, and stakeholder feedback.
- Deployment Runbooks: Hour-by-hour operational release checklists mapping live cutover actions, validation test scripts, and system rollback paths.
