Agile ScrumBan, Structure of Scrum, Flow from Kanban

Priorization Techniques in Agile Scrum

Prioritization in AgileScrum is the systematic process of ordering Product Backlog items to maximize value delivery. These techniques are generally categorized by their primary focus: customer satisfaction, business value and economics, or collaborative consensus.

Category 1: Customer-Centric Frameworks

These methods prioritize features based on how they impact the end-user’s experience and satisfaction.

Kano Model: Categorizes features into three main types: Basic Needs (expected essentials), Performance Features (linear satisfaction), and Excitement Needs (unexpected “delighters”).
User Story Mapping: Visualizes the entire user journey to identify the most critical paths and “skeletal” features needed for a Minimum Viable Product (MVP).
Opportunity Scoring: Uses customer research to find gaps where importance is high but current satisfaction is low, identifying high-potential opportunities.

Category 2: Economic & Quantitative Models

These data-driven techniques use formulas to balance value against implementation costs or risks.

Weighted Shortest Job First (WSJF): Prioritizes tasks by dividing the Cost of Delay (value, urgency, and risk reduction) by Job Size (effort). The goal is to deliver the most value in the shortest time.
RICE Scoring: Calculates a score based on Reach (number of users), Impact, Confidence (certainty in estimates), and Effort.
Cost of Delay (CoD): Measures the economic impact or potential revenue loss of not delivering a feature within a specific timeframe.

Category 3: Stakeholder & Team-Based Consensus

These collaborative methods are used to reach agreement among diverse stakeholders or team members.

MoSCoW Method: A qualitative technique that buckets items into Must-Have, Should-Have, Could-Have, and Won’t-Have for a specific release cycle.
100-Dollar Test: Participants are given a hypothetical $100 to “spend” on features, revealing what they value most through resource allocation.
Priority Poker: A gamified, collaborative approach where team members anonymously vote on an item’s priority level to remove bias and foster discussion.

Category 4: Structural & Visual Matrixes

These tools help teams visualize trade-offs, typically using 2×2 grids.

Value vs. Effort Matrix: Plots tasks on two axes to identify Quick Wins (high value, low effort) and Major Projects (high value, high effort) while avoiding “thankless tasks”.
Risk/Value Matrix: Balances potential business rewards against technical or project risks to decide which high-value but high-risk items to tackle early.
Stack Ranking: A “forced ranking” method where every item has a unique, linear position (1 to N), preventing the “everything is high priority” trap.

Priorization Techniques in Agile Scrum

SAFe Scaled Agile Framework

Degree 53 was a Manchester-based digital agency specializing in user experience, design & software development

Degree 53 is a Manchester-based digital agency specializing in user experience (UX), design, and software development, primarily for the online gambling and sports betting industries.

Founded by Andrew Daniels in 2013, the agency has built a reputation for developing high-stakes transactional mobile apps and websites for major operators like Betfred and Scientific Games.

Following its acquisition by Bally’s Corporation in 2021, it now serves as the Sports Product Studio for Bally’s Interactive, focusing on North American gaming products.

Comprehensive Evaluation Timeline

2013: Founding and Launch
- Andrew Daniels, a former Betfred employee, founded Degree 53 Limited on May 21, 2013, with initial backing from Betfred founder Fred Done.
- The agency initially established its office at The Sharp Project in Manchester.
2015: Regulatory Milestone
- In April 2015, the agency secured a Remote Gambling Software license from the UK Gambling Commission, a rare credential for a digital agency that allowed them to build bespoke transactional gambling platforms.
2016 – 2017: Rapid Expansion
- In 2017, the agency moved to a new HQ in Steam Packet House, Manchester, after recruiting over 30 new staff members, bringing its total headcount to 75.
- The firm diversified its portfolio during this period, developing products for non-gambling clients like Vibe Tickets.
2020: Sharp Gaming Spin-Off
- Founder Andrew Daniels launched Sharp Gaming, a B2B gambling technology business, with £25 million in investment from Fred Done.
- While Sharp Gaming focused on full-stack platform services, Degree 53 continued its focus on UX and front-end development under new Managing Director Richard Wagstaff.
2021: Acquisition by Bally’s Corporation
- On October 27, 2021, Bally’s Corporation acquired Degree 53 to bolster its internal technical unit for the launch of products like Bally Bet 2.0.
- The team of 54 experts was integrated into Bally’s Interactive but remained based in their Manchester studio.
2024 – 2026: Consolidation and Leadership Changes
- The agency remains an active subsidiary of Bally’s. Recent regulatory filings indicate leadership transitions, such as the appointment of Raja B-Sheikh as a director in August 2025.

Summary of Key Services

Bespoke Development: Building native mobile applications (iOS, Android) and responsive web platforms.
UX/UI Specialization: User-centered design approach, including mapping customer journeys and conducting user testing.
Industry Expertise: Complex system integrations, data feed management, and API development specifically for the betting, gaming, and lottery sectors.

Key Areas Summarised

Core Focus: High-quality digital solutions for complex, regulated industries.
Key Services: UX/UI Design, Native iOS & Android Apps, Web Development, API Integrations, and Digital Strategy.
Strengths: Strong focus on user journey and engagement, particularly in betting platforms. They are noted for bringing high-quality digital solutions at competitive prices.
Impact: A significant player in the Manchester digital scene, moving to larger premises to accommodate growth from 50 to 75+ staff between 2014 and 2017.
Acquisition: In 2021, Degree 53 became the Sports Product Studio for Bally’s Interactive, supporting its North American expansion.

Key Clients and Projects

Betfred/Totesport: Mobile betting apps and websites.
Bally’s Interactive: Currently developing sports products.
Vibe Tickets: Developed a secure ticket-selling app.
Sofology: ‘My Account’ functionality.
Other projects: Ready for School, Football Acca, Horse Tracker.

Degree 53 Logo

Key Company Facts

Acquisition: Acquired by Bally’s Corporation in October 2021 to advance its global sportsbook and mobile platforms.
Specialties: Mobile app development, UX/UI design, Bespoke .NET development, and API integrations.
Major Clients: Historically has worked with Betfred, Scientific Games, and Gamesys brands like Rainbow Riches.
Office Location: They are currently based at 60 Spring Gardens in Manchester city centre. Previous locations included Steam Packet House and The Sharp Project.

Mark Whitfield involvement 2014 – 2015 :

In late 2014, I joined Betfred as a Senior IT Project Manager in the Gambling and Casinos industry delivering multiple projects for both Betfred online and mobile (iOS, Android and Windows) using the Agile SCRUM framework. Project deliveries covered payment gateways and methods, sportsbook for football and horse racing amongst others and the online virtual (computer generated) gaming components.

As a major part of this allocation, I also linked into Degree 53 for project/ app status and aid in the setting of priorities for their Betfred specific software delivery.

Degree 53 was a Manchester-based digital agency specializing in user experience (UX), design, and software development — at Degree 53 Manchester office, 2015

Projects varied in size and cost and extended over multiple phases requiring the management of many software suppliers, each delivering different aspects of the solution from fraud detection, frontend, middleware, payment services and mobile apps.

Agile Scrum Overview and Evolution Timeline

Agile Scrum is a widely adopted, iterative, and incremental framework designed to manage complex product development and software projects.

It breaks down large, daunting projects into small, manageable units called sprints—fixed-length iterations typically lasting 1–4 weeks—to deliver functional components faster and adapt to changing requirements.

Detailed Summary of the Scrum Framework

Scrum relies on three pillars—transparency, inspection, and adaptation—and is defined by specific roles, events, and artifacts.

1. The Scrum Team (Roles)

Product Owner (PO): Maximizes the value of the product by managing the Product Backlog. They define “what” is built.
Scrum Master: A servant-leader who helps the team follow Scrum theory and removes impediments.
Developers: The cross-functional team members responsible for creating the increment each sprint.

2. Scrum Events (Ceremonies)

Sprint Planning: Defines the Sprint Goal and the work to be done during the sprint.
Daily Scrum: A 15-minute daily meeting for developers to synchronize activities and plan the next 24 hours.
Sprint Review: Held at the end of the sprint to showcase the increment to stakeholders and gather feedback.
Sprint Retrospective: The team reflects on the process and identifies improvements for the next sprint.

3. Scrum Artifacts

Product Backlog: An ordered list of everything required in the product.
Sprint Backlog: The set of Product Backlog items selected for the sprint, plus the plan for delivering them.
Increment: The usable, working product increment produced at the end of a sprint.

Evolution of Scrum Over the Years

Scrum was developed in the early 1990s as a response to the failures of the linear “waterfall” approach.

1986 (Concept Origins): Takeuchi and Nonaka publish “The New New Product Development Game,” comparing traditional relay-race product development to a rugby “scrum” team.
1993 (First Implementation): Jeff Sutherland, John Scumniotales, and Jeff McKenna implement the first Scrum team at Easel Corporation.
1995 (Public Introduction): Ken Schwaber and Jeff Sutherland formalize Scrum and present “The Scrum Development Process” at the OOPSLA ’95 conference.
2001 (Agile Manifesto): Sutherland and Schwaber become signatories of the Agile Manifesto, cementing Scrum as a major Agile methodology.
2010 (The Scrum Guide): The first official Scrum Guide is released to standardize the framework worldwide.
2011–2017 (Refinements): The guide is updated to clarify roles and events, including strengthening the role of the Scrum Master and introducing self-organizing teams.
2020 (The Modern Scrum Guide): A major update makes the guide less prescriptive, focusing on a single Scrum Team (removing “development team” and “scrum team” split), introducing the Product Goal for long-term focus, and focusing on one team working towards one product.

Key Resources and Links

The Official Scrum Guide (2020) – The definitive rules.
Scrum.org Resources – Education and blog posts from Ken Schwaber.
Scrum Alliance – History and articles from Jeff Sutherland.
Agile Alliance Practices Timeline – Historical overview of Agile practices.

Agile Scrum Overview and Evolution Timeline

Agile Backlog MoSCoW, Must, Should, Could and Won’t Have

Agile Story Points and the Fibonacci Series, Estimation Strategy

Scrum and Agile in Projects

Mark Whitfield, SC Cleared Senior Project Manager, Manchester

Mark Whitfield is a highly experienced, SC-cleared Senior Project Manager and Engagement Manager specializing in complex IT software development lifecycle (SDLC) projects, digital transformation, and cloud migrations.

Currently based in Greater Manchester, UK, he has over 31 years of experience in the IT industry, working with major blue-chip companies across various sectors, including UK Government, retail banking, aerospace, and utilities.

He is a certified PRINCE2 Practitioner, skilled in both Agile SCRUM and Waterfall methodologies.

Website Links:

PROject Templates (Official Website)
Recent Experience/CV
LinkedIn Profile
Project Templates on Etsy

Professional Biography:

Mark specializes in bridging technical teams and business stakeholders, delivering complex IT systems under challenging conditions.

His career spans from early roles as a developer on Tandem Mainframe Computers (HPE NonStop) to senior management positions focusing on cloud resources, API integrations, and CRM platform implementations.

Key Skills: Project Planning, Stakeholder Management, Financial Forecasting, Risk Management (RAID), Agile Scrum, PRINCE2, ITIL.
Key Strengths: Cloud Migration (Azure/Dynamics 365), Payment Systems (ATM/POS), and API-led connectivity.

Detailed Career Timeline:

Nov 2023 – Feb 2024 (UK Government – Capgemini): Acted as Client-Side Technical Delivery Manager for a £1m+ Fish Export Service (FES) to CHIP project, facilitating Azure-based API updates for UK-Northern Ireland trade.
Nov 2022 (UK Government – Capgemini): Managed two Microsoft Dynamics 365 Azure Cloud projects, including a £0.4m Dynamics 2016 migration and a £0.54m CRM platform discovery/build.
Feb 2022 (UK Utility Industry – Capgemini): Managed a £0.5M project migrating legacy document management systems to an Azure-based Enablon product.
2020 (UK Gov – Capgemini): Senior PM for a £375k Agile proof-of-concept (POC) project migrating legacy applications (MS Access/Oracle) to Microsoft Azure and Dynamics 365.
Oct 2018 – June 2019 (MuleSoft): Served as Delivery Manager overseeing 5+ UK accounts for MuleSoft Anypoint Platform (API-led connectivity) implementations.
Oct 2017 (Automotive Industry – Capgemini): Managed a £430k Digital Readiness project and a £670k Customer Portal/Online Sales project (Agile).
May 2017 (Local Govt – Capgemini): Led a £400k telecommunications project (CCaaS) for the Support for Mortgage Interest (SMI) program.
Jan 2017 (Aerospace/Def – Capgemini): Senior Project Lead for two £1.3M projects with high-governance and gated deliverables.
Jan 2016 – Present (Capgemini UK): Joined as an Engagement Manager (A8), working on projects including Apple iOS app development for UK Air Traffic (NATS) and a £4.3M data center migration for Postal Services.
Dec 2014 – Jan 2016 (Betfred Limited): IT Senior Digital Project Manager for online/mobile payment gateways and sports book platforms.
Sep 2013 – Dec 2014 (Wincor Nixdorf): Senior Project Manager for a £5+ million ATM/POS software swap-out at a UK retail bank.
2013 (Retail Banking – Riyadh): Delivered an RTLX transaction tracking project (BASE24 Classic) at a Saudi Arabian bank.
1995 – 2013 (Insider Technologies): Worked on Strategic Technical Initiatives and bank-facing projects on the HPE NonStop platform (Tandem) for products Reflex 80:20, Reflex ONE24, RTLX and XPERT24.
1990 – 1995 (The Software Partnership/Deluxe Data): Commenced career as a programmer specializing in electronic banking software on Tandem Computers (HPE NonStop), sp/ARCHITECT-BANK

Education:

1988 – 1990: Higher National Diploma (HND) in Computing, Distinction/Overall First, Bolton Institute of Higher Education (now University of Greater Manchester from 2024).

Mark Whitfield, SC Cleared Senior Project Manager, Manchester

Agile Dependency Matrix Management in Project Management

Agile Defintion of Done, DoD

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.

Agile Large Scale Scrum or LeSS, Cross Team Collaboration

What is a Spike in Agile Scrum?

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.

Agile Scrum Epic vs Feature vs User Story

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.