Product Manager and Project Manager responsibilities and deliverables

Agile Defintion of Done, DoD

Project Management Core Knowledge Areas PMBOK Aligned

Project Management – Knowledge Areas – PMBOK Aligned

Soft Skills of Successful Project Managers

Mark Whitfield is a highly experienced, SC-cleared Senior Engagement Project Manager

Mark Whitfield is a highly experienced, SC-cleared Senior Engagement Project Manager at Capgemini UK (2016–present), specialising in complex Agile and Waterfall digital transformations, cloud migrations (Azure/AWS), and application modernisation.

Based in Manchester, he has delivered high-value projects for government, automotive, and aerospace sectors, often acting as a key client-side technical lead.

Key Capgemini Projects and Account Experience (2016–Present)

UK Government – Fish Export Service (£1m+): Served as Technical Delivery Manager (Nov 2023–Feb 2024), leading two Agile Scrum teams to build a CHIP inspection portal, extending APIs in MS Azure cloud.
UK Government – MS Dynamics Cloud Migration (£1m+): Managed start-up and delivery of Azure Cloud projects (Nov 2022), including migrating 12 Dynamics 2016 apps to Dynamics 365 Online.
UK Utility Industry – Cloud Migration (£0.5m+): Led the transition from a legacy document management system (EQS) to Microsoft Azure product Enablon.
Automotive – Digital Transformation (£1m+): As Engagement Manager (Oct 2017), managed a £670K Customer Portal/New Car Online Sales project and a £430K Digital Readiness project at the Aston Agile Delivery Centre.
Postal Services – Migration Project (£4.3m): Acted as PM for a major migration of 1100+ interfaces between data centres in 2016.
Aerospace & Defence – iOS App Delivery: Led Agile delivery of new Apple iOS apps for a UK-wide air traffic organisation, handling sensitive military and public-facing data.

Specialised Skills and Roles

Roles: Engagement Manager (A8), Senior Project Manager, Technical Delivery Manager, Delivery Manager.
Certifications: Registered PRINCE2 Practitioner, Certified Engagement Manager (Capgemini Advanced EM Course), Agile SCRUM, ITIL, and AZ-900 Azure Fundamentals.
Expertise: Software Development Lifecycle (SDLC), Cloud Migrations (Azure/AWS), MuleSoft Anypoint Platform, Refactor/Re-host/Re-platform patterns.
Recognition: C&CA UK’s Communications & Engagement Award Winner 2022 for Cloud & Custom Applications.

Previous Experience

MuleSoft (Oct 2018–June 2019): Augmented as a Delivery Manager, managing up to 5 UK accounts using Outcome Based Delivery (OBD) for API-led projects.
Betfred (2014–2016): Senior Digital Project Manager for online/mobile gambling platforms.
Wincor Nixdorf / Insider Technologies (1995–2013, see below also): Focused on HPE NonStop/BASE24 banking software and legacy ATM software replacement, including projects for Lloyds Banking Group and in Saudi Arabia.

Mark is recognized for being a “no-ego” leader, proactive with detail, and highly effective at managing complex stakeholder environments, often providing a “barrier” for developers against challenging clients, according to colleague feedback.

Mark Whitfield worked at Insider Technologies Limited (ITL) for 18 years, from 1995 to 2013. During his tenure, he progressed from technical roles to Manager of Strategic Technical Initiatives, serving as a Project Manager, Pre-sales Technical Consultant, and Team Lead.

Below is his work focus broken down by era and project type for Insider Technologies Limited, Salford Quays:

Early Era: Technical Foundations & Product Support (1995 – Early 2000s)

Whitfield’s initial focus was heavily technical, providing hands-on support and development specifications for the company’s core HP NonStop (Tandem) banking products.

Core Technical Support: Provided 24×7 technical support for major financial institutions including the Bank of England, Royal Bank of Scotland, and Euroclear (formerly CRESTCo).
Security & Cryptography: Supported Thales e-SECURITY products (Security Resource Manager and SafeSign) running on NSK, Windows, and Unix platforms, focusing on cryptographic functions like MACcing and PKI verification for banking applications.
Developer Management: Acted as a manager for developers, providing technical details and specifications for implementation on NonStop development projects.

Middle Era: Product Development & Design (Mid-2000s – 2008)

During this period, his role expanded into technical design and product management for new software solutions.

XPERT24 Product Launch: Produced the technical design documents and program specifications for XPERT24 (XPNET Performance Monitoring and Tracking).
- Designed it to monitor the XPNET layer of BASE24, specifically tracking ATM/POS transaction interchange counters.
- Authored the supporting marketing literature and technical user manuals.

R&D Initiatives: Led research and development for BASE24 (P)TLF log file analysis, integrating the Windows-based product Sentra to provide graphical front-end interfaces.
HSBC Implementation (2008): Headed the team that successfully delivered mainframe ATM and POS monitoring software to HSBC bank.

Late Era: Strategic Initiatives & Major Bids (2008 – 2013)

In his final years at ITL, he focused on large-scale business transformation and high-value project management.

Strategic Technical Initiatives: Served as the Manager of Strategic Technical Initiatives, bridging the gap between sales and technical delivery.
LloydsTSB ‘OISS’ Replacement: Managed a major bid to replace the legacy “OISS” operations tool at LloydsTSB (which monitored 5,000 ATMs) with ITL’s Reflex ONE24 product.
- Responsible for gap analysis, technical assessment, and project costing.
Architecture & Design Partnerships: Worked closely with joint architects at Alliance & Leicester (now Santander) on the design and development of what would become a primary product set.
Product Portfolio Oversight: Managed the lifecycle of primary products including Reflex 80:20, Reflex ONE24, and the more recently introduced MultiBatch.

Mark Whitfield is a Senior IT Project Manager

Mark Whitfield is a Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC), specializing in digital transformation, payment systems, and HPE NonStop (Tandem) technology.

He is SC cleared (valid until 2031) and currently works at Capgemini UK, having transitioned from a technical programming background to senior project leadership roles.

He is also the creator of PROject Templates, providing a comprehensive, editable suite of over 200 project management tools built over 24+ years of experience.

Comprehensive Career Timeline by Era

1. Technical Foundations & Mainframe Development (1990–1995)

1990: Graduated in Computing at University of Bolton; started as a programmer at The Software Partnership (later Deluxe Data), Runcorn.
1990–1994: Specialised in electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers (HPE NonStop), developing in COBOL85 and NonStop SQL for major banks.
1994: Developed batch billing modules for Barclays Business Master II (BBM II) on-site in Knutsford and Poole.

2. Advanced Technical Management & Product Focus (1995–2013)

1995–2013: Worked at Insider Technologies Limited as Senior Development Engineer/ Project Manager.
1997: Conducted volume testing/benchmark software for CRESTCo (now Euroclear) on new S7000 hp NonStop nodes.
2002: Managed and attained the first HP OpenView Operations 2-way Smart Plug-In (SPI) certification for the HPE NonStop platform.
2000s (Early): Developed RTLX (Real-Time Log Extraction) for BASE24 POS and ATM transaction monitoring, collaborating with banking clients like HSBC and Global Payments.
2013: Delivered a large BASE24 transaction tracking project at Al Rajhi Bank in Riyadh, Saudi Arabia.

3. Senior Project Management & Banking Upgrades (2013–2016)

2013–2014: Senior Project Manager at Wincor Nixdorf UK, managing a £5M+ ATM/POS software replacement programme (Self-Service Software Replacement) for Lloyds Banking Group (LBG).
2014–2016: Senior IT Digital Project Manager at Betfred, delivering online and mobile platform projects (iOS/Android) using Agile SCRUM.

4. Digital Engagement & Cloud Transformation (2016–Present)

2016: Joined Capgemini UK as a client-facing Engagement Manager (SC Cleared).
2016–2017 (Aerospace): Managed Agile delivery for air traffic control iOS apps.
2016–2017 (Postal): Project Manager for a £4.3M migration of 1100+ interfaces for a major postal client.
2017–2018 (Automotive): Managed a £670K Customer Portal/ New Car Online Sales project and Digital Readiness project.
2018–2019 (MuleSoft): Augmented as Delivery Manager for MuleSoft Professional Services, managing API-led projects.
2020–Present (UK Government): Led various MS Azure and Cloud migration projects, including a £13.5m programme to migrate 130 UK government apps.

Key Areas of Expertise

Methodologies: Agile (SCRUM), Waterfall, PRINCE2 Practitioner, ITIL.
Technical Knowledge: HPE NonStop (Tandem), BASE24, Middleware, Cloud (AWS/Azure), PCI DSS Compliance.
Sector Experience: Retail Banking, Public Sector, Aerospace & Defence, Automotive, Gambling & Casino.

PROject Templates Resource Overview

Mark Whitfield provides an extensive and fully editable project management template bundle (200+) developed from his 30+ year career.

Format: Excel, PowerPoint (PPT), Word (DOC), and MS Project (.mpp msp mpt).
Key Templates:
- Planning: Plan on a Page (POaP), Detailed Project Plans (Waterfall/Agile).
- Tracking: RAID logs (Risk, Action, Issue, Dependency/Decision), Budget & Burn Tracking (Actuals vs Forecasts).
- Governance: Status Reports, RACI, Stakeholder Analysis, Project Delivery Checklists.
Key Features: Designed for immediate use, fully customizable, and offers free lifelong upgrades and additions.

Project Plan vs Project Management Plan, the Difference

Agile Large Scale Scrum or LeSS, Cross Team Collaboration

Agile Product Backlog Refinement before Sprint Planning

ProjectTemplatesSoft for Project Management Templates & free upgrades

ProjectTemplatesSoft is an established Etsy shop specializing in professional-grade project management tools and documentation templates. Based in the UK, the shop focuses on providing structured frameworks for methodologies like PRINCE2 and Agile, catering to project managers, consultants, and business owners who need “ready-to-use” industry-standard assets.

Plan On a Page POaP example template in Microsoft PowerPoint (35+)

You can view the full current inventory and read customer reviews directly on the ProjectTemplatesSoft Etsy Shop Page.

Example of many POaP Plan On a Page templates for tailoring in MS PPT

Full Overview

The shop’s primary value proposition is bridging the gap between complex theoretical frameworks (like PRINCE2) and practical, everyday project execution. Their products are designed to be fully editable and professionally formatted to save users hundreds of hours of manual document creation.

Example Agile Sprint Burn Down Chart template in MS Excel

Platform Focus: Primarily Microsoft Excel and Microsoft Word.
Target Audience: Project managers (PMs), PMO leads, small business owners, and consultants.
Key Methodology Support: PRINCE2 (Project in Controlled Environments) and Agile Project Management.
Unique Selling Point: Includes annotated walkthrough guides and practical examples within the templates to help users “tailor” tools to their specific projects.

Example of many MS Excel Budget Finance tracker templates to tailor

Detailed Breakdown of Template Offerings

The shop provides a wide range of assets, typically categorized by project phase or methodology:

1. Waterfall & PRINCE2 Specifics

These templates focus on structured, sequential project delivery.

PRINCE2 MS Excel Plans: Fully annotated and editable project plans that follow the PRINCE2 methodology.
Waterfall Project Planners: Comprehensive tools that often include Gantt charts and resource cost trackers.
Document Bundles: Frequently includes “FREE Upgrades and additions” and a variety of MS Word templates for formal reporting and governance.

Example template charts for the MS Excel Budget / Cost trackers

2. Project Control & Tracking Tools

Highly functional spreadsheets for day-to-day oversight:

Gantt Chart & Timeline Trackers: Automated trackers for visualizing project schedules.
Resource & Cost Trackers: Specialized Excel sheets for monitoring budget vs. actual spend and personnel allocation.
Action & Task Trackers: Simple but effective tools for logging team responsibilities and deadlines.

Example of many MSP MPP Microsoft Project Plan templates to tailor

3. Agile & Lean Assets

For teams operating in iterative environments:

Agile Project Templates: Specific documents for sprint planning and backlog management.
Kanban Boards: Visual task management layouts within Excel or Google Sheets environments.

Example Agile Burn Up Chart template in MS Excel

Why Users Choose ProjectTemplatesSoft?

Expert Craftsmanship: Reviews highlight that the seller is knowledgeable and provides active support for project management questions.
Comprehensive Documentation: Unlike basic planners, these often come with Word walkthrough guides, ensuring the buyer knows how to actually use the tool in a professional setting.
Cost Efficiency: Buying a pre-built, professional bundle is significantly cheaper than hiring a consultant to build a PMO toolkit from scratch.

Documentation Templates Walk-through provided

You can view the full current inventory and read customer reviews directly on the ProjectTemplatesSoft Etsy Shop Page.

Software Testing Approaches, Techniques

Agile Scrum Epic vs Feature vs User Story

Frameworks for making better decisions, setting priorities

Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions.

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp).

1. Planning & Scheduling

MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries.

2. PRINCE2 & Governance

Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
Reporting: Highlight reports, exception reports, and end-stage reports.

PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
RACI Matrix: Resource Responsibility Assignment Matrix.

Many Project Budget / Financial Tracker examples

4. Execution & Delivery

SDLC: Detailed Software Development Life-cycle plans.
Deployment/Runbook: Execution and release planning documents.
Agile: Burn down and burn up charts.

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update).

1. Project Startup / Initiation Phase

Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
Key Templates: Project Brief, PID, Business Case, Project Board Structure.

2. Planning Phase

Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log.

3. Project Execution / Control Phase

Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker.

4. Project Close Phase

Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
Key Templates: End Project Report, Lessons Log, Benefits Realization Plan.

Summary of Key Features

Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
Support: Free lifetime upgrades (and additions) to the latest template package after purchase.
Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.

Lean Six Sigma Global, How to Lead a Project

Agile Daily Scrum Checklist Overview

Agile Backlog Refinement Activities and Business Analyst BA

Agile Backlog Refinement Activities & Business Analyst

Buy Project Management Templates bundle

Mark Whitfield’s project management templates are a comprehensive collection of over 200 editable Microsoft Office resources designed for Agile, Waterfall, and PRINCE2 7th Edition delivery. Built from over 30 years of project delivery experience at blue-chip companies like Capgemini, Barclays, and HSBC, these tools focus on practical, functional utility rather than “flashy” design.

Core Template Categories

The bundle is primarily provided in MS Excel, MS Project (.mpp), MS PowerPoint, and MS Word formats.

Planning & Scheduling:
- Detailed Project Plans: Pre-configured MS Project (MPP) and Excel templates for SDLC, PRINCE2, and Agile Scrum.
- Plan on a Page (POaP): Over 35 PowerPoint and Excel slide examples for high-level executive summaries.
- Gantt Charts: Built-in tracking views for both MS Project and Excel.
Tracking & Control:
- RAID Logs: Comprehensive registers for tracking Risks, Actions, Issues, and Dependencies, often including charts and automated dashboards.
- RACI Matrix: Templates to define team roles and responsibilities (Responsible, Accountable, Consulted, Informed).
- Finance Trackers: Detailed spreadsheets for monitoring forecasts vs. actuals, margins, variances, and expenses.
Reporting & Governance:
- Status Reports: Weekly and monthly templates in Word and PowerPoint for internal and client health reporting.
- Agile Specifics: Burn Down and Burn Up charts in Excel for teams without access to tools like Jira.
- PRINCE2 Management Products: Standard documents including Project Briefs, PIDs, Business Cases, and Lesson Logs.

Key Features and Insight

Lifelong Support: A one-time purchase includes free upgrades and additions for life.
Full Customisation: All files are fully editable, allowing project managers to tailor them to specific project sizes and methodologies.
Methodology Neutral: Templates are designed to work for traditional Waterfall (PRINCE2) or modern Agile Scrum environments, with specific notes on how to transition between them.
Visual Dashboards: Many Excel templates include built-in charts and pivot tables to provide instant visual readouts of project health, such as financial variance or RAID status.

Availability

The full package is available for purchase on Mark-Whitfield.com or through the ProjectTemplatesSoft Etsy shop.

Buy Project Management Templates bundle