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
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
Mark Whitfield, an IT Project Manager specializing in HP NonStop systems, has a career and training history that spans over three decades, from his academic beginnings in the late 1980s to advanced cloud certifications in the 2020s.
Early Career & Foundations (1988–1995)
During this era, Whitfield focused on core computer science and specialized mainframe systems while working for The Software Partnership (TSP) and Deluxe Data.
1988–1990: Completed a Higher National Diploma (HND) in Computing at the Bolton Institute of Higher Education (BIHE). Modules included Computer Systems Architecture, Programming Methodology, and Data Processing.
May 1993: Tandem Guardian Principles Course.
September 1994: VPS 7000/9000 Series and VPS Application Development (VOS 4.3).
June 1995: HP NonStop (Tandem) Performance Analysis and Tuning.
Development & Technical Specialisation (1995–2005)
Working primarily with Insider Technologies Limited, this period was marked by software development training in languages like C++ and initial forays into project management.
November 1995: HP NonStop TAL Programming.
March 1997: C / C++ Programming at Comtec Computer Training.
October 1998: Managing Multiple Projects, Objectives, and Deadlines at SkillPath.
February 1999: Successful Project Management at SkillPath.
May 2000: Microsoft Project ’98 Certification (Orange Belt) at the IIL UK Education Centre.
February 2001: Sales and Marketing training (In-House).
March 2004: MultiBatch NSK Job Scheduling Product.
February 2005: Web Services and SOA.
Web Development & Security Focus (2006–2010)
This era shows a shift toward web-based technologies and specialized security products.
January 2006: PRINCE2 Project Management Foundation.
February 2006: NetObjects Fusion.
March 2006: Cryptography (In-House at Thales e-Security).
December 2006: Thales e-Security SafeSign Product.
January 2007: Developing Web Applications Using Microsoft Visual Studio .NET.
March 2009: Querying Microsoft SQL 2000 with Transact SQL (M2071) at QA Training.
May 2009: Writing for the Web and Website Visibility & Promotion at iTrain Education.
November 2009: Thales e-Security HP NonStop Security Resource Manager (SRM).
Agile & Advanced Management (2011–Present)
In his current era at companies like Betfred and Capgemini, Whitfield has prioritized professional certifications in management and cloud infrastructure.
May 2011: Agile SCRUM Training (RADTAC) and PRINCE2 Practitioner Certification (ILX Group).
June–July 2011: Java and Google Android programming using the Eclipse IDE.
January 2012: ITIL Foundation Course.
July 2014: Advanced Microsoft Excel 2013.
November 2017: Advanced Engagement Management Certification (Level 2) at Capgemini.
February 2022: AZ-900 Microsoft Certified Azure Fundamentals.
July 2024: Microsoft Excel Refresher 2024 via Udemy.
Mark Whitfield is a Senior, SC cleared IT Project and Engagement Manager with over 30 years of experience, specializing in the software development lifecycle (SDLC) for large-scale digital and financial payment systems.
Mark Whitfield is a Senior, SC cleared IT Project and Engagement Manager
Key Projects: Leading high-value digital transformations and cloud migrations for UK Government applications, automotive (Jaguar Land Rover), and aerospace (Air Traffic Management iOS apps).
2014–2016: Betfred Limited (UK)
Role: IT Senior Digital Project Manager, Online and Mobile Division.
Key Projects: Managed multiple Agile SCRUM projects for payment gateways, sportsbooks, and virtual gaming components across iOS, Android, and Windows platforms.
2013–2014: Wincor Nixdorf Limited (UK)
Role: Project Manager, Professional Services – Banking Division.
Key Projects: Managed a £5M+ workstream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) program, migrating legacy HP NonStop systems to AIX-based Oracle technologies.
Mark Whitfield’s project management (PM) template collection is a comprehensive professional toolkit containing over 200 editable templates. Designed for both Agile Scrum and PRINCE2/Waterfall delivery, the set is built on over 24 years of real-world experience and is available for purchase on his official website and Etsy.
Core Planning & Tracking Templates
Detailed Project Plans: Comprehensive Microsoft Project (MPP) and Excel plans mapped to the Software Development Life Cycle (SDLC).
Plan on a Page (POaP): High-level visual summaries for client presentations, provided in both Excel and PowerPoint.
RAID Log: A robust Excel tracker managing Risks, Assumptions, Issues, and Dependencies, often including tabs for Change Requests and Lessons Learned.
Financial Trackers: Detailed spreadsheets for tracking project forecasts, actuals, variance, and resource costing.
RACI Matrix: Essential for defining roles (Responsible, Accountable, Consulted, Informed) within the project team.
Methodology-Specific Artifacts
Agile Scrum: Includes burn-down and burn-up charts, sprint planning logs, and templates for daily stand-ups and retrospectives.
PRINCE2/Waterfall: Tailored plans for 7th Edition standards, including project mandates, transition plans, and close-out checklists.
Reporting & Documentation
Status Reports: Weekly and monthly templates in Word and PowerPoint to communicate project health to stakeholders.
Walkthrough Guides: The ZIP package includes Microsoft Word documents explaining how to use and customise each major template.