Category: Information Technology, IT

PRINCE2 Templates FREE Upgrades

Mark Whitfield’s PRINCE2 template collection is a comprehensive set of over 200 editable Microsoft Office documents designed to support both waterfall and agile project delivery. These templates are classified into several key categories, ranging from core PRINCE2 management products to advanced planning and tracking tools. 

Example Microsoft Project MPP file template

Core PRINCE2 Management Product Templates

This category includes the standard documentation required by the PRINCE2 methodology, often provided in MS Word (.doc) format. 

  • Project Initiation & Definition:
    • Project Brief: Initial summary used to gain approval for the initiation stage.
    • Project Initiation Document (PID): A comprehensive document containing the project definition, approach, business case, and management strategies.
    • Business Case: The primary justification for the project’s existence.
  • Registers and Logs:
    • Risk Register: For identifying and managing project risks.
    • Issue Register & Issue Report: For tracking and detailing specific project problems.
    • Lessons Log & Lessons Report: To capture and share knowledge gained throughout the project.
    • Daily Log: For the Project Manager to record informal issues or activities.
  • Reporting and Progress:
    • Highlight Report: Periodic progress updates for the Project Board.
    • Checkpoint Report: Updates from the Team Manager to the Project Manager.
    • End Stage & End Project Reports: Summaries of performance at key project milestones.
    • Exception Report: Used when a project is forecast to exceed its tolerances.
  • Quality and Configuration:
    • Product Description: Detailed specifications for each project deliverable.
    • Quality Register: Records all planned and completed quality activities.
    • Configuration Item Record: Tracks the status and version of project products. 

Advanced Planning and Tracking Templates 

Whitfield provides specialized tools for visual scheduling and financial management, primarily in MS Excel and MS Project (.mpp) formats. 

  • Project Planners:
    • PRINCE2 Waterfall Project Planner: A detailed Gantt-view planner in Excel for those without MS Project licenses.
    • MS Project (MPP) Templates: Pre-configured plans for PRINCE2 7th Edition, including end-to-end tasks and lifecycle stages.
    • Plan on a Page (POaP): High-level visual summaries of project timelines.
  • Resource and Financial Management:
    • Project Financial Tracker: Monitors forecast vs. actual costs, including margins and expenses.
    • Resource Costing Grid: Detailed grids for calculating costs per project phase.
    • RACI Tracker: Defines Roles and Responsibilities (Responsible, Accountable, Consulted, Informed). 

Operational and Agile Support

These supplemental templates assist with daily project operations and hybrid agile environments. 

  • RAID Log: A centralized tracker for Risks, Actions, Issues, and Dependencies.
  • Agile Specifics: Burn-down/up charts and sprint-view Gantt charts for scrum-based delivery.
  • Stakeholder Analysis Plan: Tools to map stakeholder influence versus impact.
  • Mobilisation/On-boarding Kit: PowerPoint templates for team kick-offs and onboarding. 

Visual Classification (Font Coding) 

In many of Whitfield’s automated plans, tasks are color-coded for quick visual breakdown: 

  • Black: Traditional PRINCE2 stage or activity.
  • Blue: Creation of a PRINCE2 artefact (e.g., creating a log).
  • Purple: Updating an existing artefact.
  • Green: Formal closing of an artefact. 

The full bundle is available for purchase on Mark Whitfield’s Official Website or through his Etsy Store. 

PRINCE2 Templates FREE Upgrades

Agile Scrum Sprint 0 Zero Setup for Success

Agile Scrum Sprint Zero 0 Setup for Success

Project Phases, Scrum Master & Project Manager Checklist

Project Phases, Scrum Master & Project Manager Checklist

Waterfall Methodology in Project Management, a Timeline History

The Waterfall methodology is a linear, sequential project management approach where progress flows steadily downward through defined phases, such as requirements, design, implementation, and testing. Each stage must be completed and approved before the next begins, making it highly structured but often inflexible to changes. 

Waterfall template available on this website

Historical Timeline by Era and Year

The history of the Waterfall model spans from early post-WWII engineering to its formalisation in software and eventual institutionalisation in government standards. 

The Pre-Formal Era (1950s – 1969)

During this period, software development borrowed heavily from established engineering and manufacturing processes. 

  • 1956: Herbert D. Benington presents a paper on the Semi-Automatic Ground Environment (SAGE) project, describing a structured process that many consider the true technical origin of the sequential approach.
  • Late 1960s: Major NASA projects and government software systems for rockets (e.g., Apollo missions) utilise rigid specifications and linear development due to the high cost of changes.
  • 1968: The NATO Software Engineering Conference identifies the “software crisis”—projects consistently running over budget and time—leading to a push for more disciplined models. 

The Formalisation Era (1970 – 1979)

The methodology was formally described, ironically as a cautionary tale, and finally given its name. 

  • 1970: Dr. Winston W. Royce publishes “Managing the Development of Large Software Systems”. He presents the sequential diagram but explicitly critiques it as “risky and invites failure,” suggesting a more iterative approach instead.
  • 1976: The term “Waterfall” is officially coined in a paper by Bell and Thayer, “Software Requirements: Are They a Problem?”. 

The Institutional Era (1980 – 1999)

Waterfall becomes the global standard for large-scale and regulated industries. 

  • 1985: The U.S. Department of Defense (DoD) adopts DOD-STD-2167, which mandates the use of the Waterfall model for all software development contractors. This cements Waterfall as the “one true way” for government and aerospace projects.
  • 1989: The UK Government creates PRINCE2, a process-based method largely rooted in Waterfall principles, still widely used in the public sector today.
  • 1991: In response to Waterfall’s rigidity, James Martin introduces Rapid Application Development (RAD), one of the first major departures from the linear model. 

The Modern & Hybrid Era (2000 – Present)

As Agile became dominant, Waterfall shifted from the default choice to a specialised or hybrid tool. 

  • 2001: The Agile Manifesto is published, marking a significant industry-wide shift away from traditional Waterfall toward iterative development.
  • 2009: Major institutions like George Washington University and others begin documenting their Project Management Lifecycle (PMLC) to standardise Waterfall and hybrid models for better oversight.
  • 2020s: Waterfall persists in regulated domains like healthcare, aerospace, and construction. It is increasingly integrated into hybrid methodologies that use Waterfall for high-level planning and Agile for execution. 

Waterfall Methodology in Project Management, a Timeline History

Waterfall template available on this website

History of the x86 IBM PC platform by Era and Year

The history of the x86 IBM PC platform is defined by a shift from a proprietary IBM product to an open industry standard (“Wintel”) and finally to the modern diverse ecosystem of high-performance computing. 

Era 1: The Foundation & The “Big Blue” Monopoly (1978–1981)

Before the first PC, the building blocks of the x86 architecture were established by Intel. 

  • 1978: Intel introduces the 8086 microprocessor, the 16-bit foundation of the x86 instruction set.
  • 1979: Intel releases the 8088, a lower-cost version with an 8-bit external bus, which IBM would later choose for its first PC.
  • 1980: Microsoft signs a contract with IBM to develop an operating system (MS-DOS/PC DOS) for their upcoming machine.
  • 1981 (August 12): IBM announces the IBM Personal Computer (Model 5150).
    • Spec highlights: 4.77 MHz 8088 CPU, 16KB–256KB RAM, and CGA graphics.
    • Impact: Its “open architecture” allowed third-party expansion, though the BIOS remained proprietary. 

Era 2: The Rise of the Clones (1982–1986) 

IBM’s dominance was quickly challenged as other companies “cloned” the hardware and reverse-engineered the BIOS. 

  • 1982: Columbia Data Products introduces the MPC 1600, the first 100% IBM PC compatible.
  • 1982: Intel announces the 80286, supporting protected mode and up to 16MB of RAM.
  • 1983: Compaq releases the Compaq Portable, the first highly successful 100% compatible clone with a clean-room engineered BIOS.
  • 1983: IBM launches the PC/XT (Model 5160), the first PC with a built-in hard drive.
  • 1984: IBM introduces the PC/AT (Model 5170) using the 80286 chip, which sets the standard for PC architecture for the next decade.
  • 1985: Intel introduces the 80386, the first 32-bit x86 processor.
  • 1986: Compaq beats IBM to market with the first 386-based PC, the Deskpro 386, signalling IBM’s loss of control over the platform’s technical lead.

Era 3: The “Wintel” Standard & Multimedia (1987–1999)

As IBM tried and failed to regain control with proprietary standards, Microsoft and Intel became the new “de facto” leaders. 

  • 1987: IBM launches the PS/2 line with the proprietary MicroChannel Architecture (MCA), but the industry rejects it in favour of the open AT-bus (ISA).
  • 1989: Intel releases the 486DX, integrating the math co-processor and L1 cache onto the chip.
  • 1993: Intel debuts the Pentium processor, moving away from numbers to a trademarked brand to prevent competitors from using the name.
  • 1995: Windows 95 is released, cementing the GUI as the standard interface for x86 PCs.
  • 1997: Intel launches MMX technology to improve multimedia performance on PCs. 

Era 4: 64-Bit & Multi-Core (2000–2019)

The platform evolved to handle massive data and professional workloads through architectural shifts. 

  • 2003: AMD introduces x86-64, the 64-bit extension that Intel eventually adopts as the industry standard.
  • 2005: Intel ships its first dual-core processor, starting the “core war” to improve performance without increasing heat.
  • 2005: IBM exits the PC market entirely, selling its division to Lenovo.
  • 2006: Apple transitions its Macintosh line to Intel x86 processors (a move that lasted until 2020).
  • 2011: The 30th anniversary of the IBM PC; by this time, “PC” almost exclusively meant an x86 machine running Windows. 

Era 5: The Modern Era (2020–Present)

Current x86 systems focus on massive core counts, high-speed storage (NVMe), and integrated AI. 

  • 2020–2022: Development of high-performance multi-core architectures like Intel’s 12th Gen (Alder Lake), introducing hybrid performance and efficiency cores.
  • 2025–2026: Transition to “AI PCs” using processors like the Intel Core Ultra series (Series 2), which include NPUs (Neural Processing Units) for local AI workloads.
  • Today: Modern x86 PCs, such as those from Dell or Lenovo, feature 20+ cores, DDR5 memory, and PCIe 5.0 expansion.

History of the x86 IBM PC platform by Era and Year

BASE24 by ACI Worldwide timeline by era and year

BASE24 is the world’s most widely used payment processing platform, developed by ACI Worldwide. Originally designed for ATM networks, it evolved into a comprehensive system for acquiring, authenticating, and routing card-based and digital transactions across various channels. It is known for its high-performance, fault-tolerant architecture, processing nearly 50% of the world’s electronic transactions at its peak. 

Comprehensive Timeline by Era

Era 1: Foundations & The Rise of BASE24 Classic (1975–1990s)

This era focused on high-availability software for the emerging automated banking industry, specifically for Tandem NonStop servers. 

  • 1975: ACI founded in Omaha, Nebraska, to develop software for the new “NonStop” server computers used by banks and stock exchanges.
  • 1981: Secured its first international client, an Australian bank, marking the start of global expansion.
  • 1982: Launch of BASE24, the first global product designed for 24-hour system operations, originally focused on ATM networks.
  • 1986: Rapid growth led to 131 customers across 14 different countries. 

Era 2: Expansion & Public Transition (1995–2000s) 

The platform expanded into Point of Sale (POS) and branch systems while the company underwent major structural changes. 

  • 1995: The company went public on NASDAQ as Transaction Systems Architects (TSA).
  • 1997: Officially adopted the name ACI Worldwide.
  • Early 2000s: Introduction of BASE24-es (later renamed BASE24-eps), a next-generation platform using C++ and object-based architecture to replace the legacy monolithic design. 

Era 3: Modernisation & The “eps” Shift (2005–2015)

ACI shifted focus toward BASE24-eps, a more flexible, open-architecture version designed for multi-channel transaction processing. 

  • 2005: ACI launches BASE24-eps, featuring a modular engine capable of processing approximately 2,000 transactions per second (TPS) with extremely low latency.
  • 2007: TSA officially rebranded all operations under the ACI Worldwide, Inc. (ACIW) name.
  • 2008: Announced that BASE24 Classic would begin maturing in 2011, urging customers to migrate to the eps platform for better integration with modern systems like IBM System z.
  • 2011–2012: Release of BASE24-eps 11.1, adding support for DB2 on IBM System p, enhanced EMV acquiring, and tools for easier migration from legacy BASE24. 

Era 4: Cloud & Universal Payments (2015–Present)

The platform moved toward cloud-native capabilities and broader ecosystem integration. 

  • 2015: ACI celebrated its 40th anniversary, continuing to power electronic payments for over 6,000 organisations worldwide.
  • 2018: Introduction of UP BASE24-eps on Linux in the Cloud, demonstrating significantly reduced Total Cost of Ownership (TCO) through public and private cloud deployment.
  • Present: BASE24 remains a core pillar of ACI’s portfolio, supporting traditional card, ATM, mobile commerce, and internet banking transactions.

BASE24-eps by ACI Worldwide timeline by era and year

BASE24-eps is a modular, high-availability payment processing engine developed by ACI Worldwide. It evolved from the original “BASE24 Classic” to provide a more flexible, open-system architecture for acquiring, authenticating, routing, and authorizing electronic transactions. 

Base24-eps Overview

  • Architecture: Unlike the TAL-based Classic version, BASE24-eps uses an object-oriented design written primarily in C++ and Java.
  • Key Features:

Detailed Timeline

The Foundation Era (1970s – 1990s)

  • 1975: ACI is founded in Omaha, Nebraska, initially developing software for NonStop server computers.
  • Late 1970s: Development of the original BASE24 (now known as “Classic”), focused on high-uptime ATM processing.
  • 1981: First international customer (an Australian bank) signs on, starting the global expansion of BASE24. 

Transition & Development Era (2000 – 2005)

  • Early 2000s: ACI begins developing the “next generation” platform, initially called BASE24-es (extended systems), which later becomes BASE24-eps (enterprise payment system).
  • 2003 – 2004: The product begins migrating to open architectures, moving away from platform-specific languages. 

Mainstream Adoption Era (2006 – 2013)

  • 2007: ACI highlights BASE24-eps as its strategic future platform in investor overviews.
  • 2008: ACI announces the maturation of BASE24 Classic (ending standard maintenance in 2011), urging customers to migrate to BASE24-eps.
  • 2009: IBM Redbooks releases technical guides for BASE24-eps 08.2 on z/OS, solidifying its place in enterprise banking.
  • 2013: Release of BASE24-eps 2.0, introducing the “customer component” and enhanced service-enabling wrappers. 

Modernization & Cloud Era (2014 – Present)

Solution Architect, must know items

Solution Architect, must know items

Free Upgrade Project Management Templates Download by focus area

Mark Whitfield provides a comprehensive suite of over 200 editable project management templates designed for both Agile and Waterfall delivery. These tools are built based on 21+ years of IT project delivery experience and are formatted for Microsoft Office (Excel, Word, PowerPoint) and Microsoft Project (MPP).

 

Core Planning & Tracking Templates

  • Detailed Project Plans: Comprehensive MPP and Excel files covering the full Software Development Life-cycle (SDLC), including Waterfall and Agile Scrum sprints.
  • Plan on a Page (POaP): High-level visual summaries in PowerPoint or Excel for client reporting and executive snapshots.
  • RAID Log: A central tracker for Risks, Actions, Issues, and Dependencies, often including tabs for Decisions, Opportunities, and Lessons Learned.
  • RACI Matrix: A tracker to define roles and responsibilities (Responsible, Accountable, Consulted, Informed). 

Financial & Resource Management

  • Project Finance Tracker: Tools for managing project budgets, including forecasts vs. actuals, margin analysis, and variation tracking.
  • Resource Planning: Grid templates for costing project resources per phase and tracking team allocations.
  • Benefits Realisation: A spreadsheet to compare initial project goals against actual business outcomes and costs. 

Reporting & Communication

  • Status Reports: Weekly and monthly templates in Word and PowerPoint that include milestone dashboards, project health indicators, and “next steps”.
  • Organisation Charts: Templates for visualising the project hierarchy and stakeholder contacts.
  • Agile Dashboards: Excel-based Burn Down and Burn Up charts for teams that do not have access to tools like Jira. 

Methodology Support

  • PRINCE2 7th Edition: Specific MPP and Excel templates aligned with the latest PRINCE2 standards.
  • Agile Frameworks: Templates for Sprint Planning, Daily Stand-ups, and Sprint Retrospectives. 

These templates are available for purchase on Mark Whitfield’s official site and typically include free lifetime upgrades. 

Free Upgrade Project Management Templates Download by focus area