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.
Mark Whitfield is a highly experienced SC cleared Senior IT Project Manager and Engagement Manager with over 30 years in the IT industry, specializing in both Agile and Waterfall delivery for large-scale blue-chip companies, digital projects, and payment systems. After starting as a programmer, he transitioned into project management, eventually working with Capgemini and establishing a professional templates resource site.
SC cleared Senior IT Project Manager and Engagement Manager
IT Project Management Overview
Key Expertise: Senior IT Project Management (Agile / Scrum / Waterfall / PRINCE2), Delivery Management, Business Transformation, and SC clearance.
Sector Focus: Banking, Finance, Transportation (Heathrow, NATS), Retail, Government (Local Regional Government – LRG), Aerospace & Defence, and Gambling.
Technical Background: Programming in COBOL85, Tandem TAL, SQL, C, C++, Java, and experience with HPE NonStop (BASE24) systems.
Tandem TAL Programming certificate, 1995
Tools & Methodologies: PRINCE2, Agile SCRUM, Microsoft Project (MPP), Excel RAID logs, and Jira.
Value Proposition: Focuses on improving revenue, cost, and Customer Satisfaction (CSAT) through structured SDLC methodologies.
Detailed Historical Timeline
Era 1: Programming & Technical Development (1990–1995)
1990: Graduated in Computing and joined The Software Partnership (later Deluxe Data) in Runcorn as a programmer specializing in electronic banking software (sp/ARCHITECT) on Tandem Computers (now HPE NonStop).
1990-1995: Developed code (COBOL85/NonStop SQL) for major banks, including TSB, Bank of Scotland, Rabobank, and Girofon.
1993 (May): Completed Tandem Guardian Principles Course.
Tandem Guardian Principles Course, 1993
1994: Deluxe Electronic Payment Systems acquired The Software Partnership.
1995 (June): Completed HP NonStop Performance Analysis and Tuning.
Deluxe Electronic Payment Systems acquired The Software Partnership in 1994HP NonStop Performance Analysis and Tuning, 1995
Era 2: Specialized Software & Product Management (1995–2013)
Insider Technologies Limited (ITL) in Salford Quays
1995 (August): Joined Insider Technologies Limited (ITL) in Salford Quays as a senior programmer, later moving into product / project management.
1995-2013: Focused on monitoring (Reflex) and batch scheduling (MultiBatch) software for HPE NonStop systems, serving clients like Barclays and Alliance & Leicester.
2000 (May): Completed Microsoft Project ’98 Certification and began training other ITL project managers on scheduling best practices.
2007: Insider Technologies products (Reflex) integrated into FIS solutions.
2013: Published work in the HP NonStop journal “The Connection”.
HPE NonStop journal “The Connection” – article for the Insider Technologies product, RTLX
Era 3: Senior IT Project Management (2013–2016)
2013-2014: Worked at Wincor Nixdorf as an IT Project Manager (PRINCE2 / Agile Scrum) on a £5m+ LBG Self-Service Software Replacement (SSSR) program for Lloyds Banking Group, migrating ATM systems from HP NonStop to AIX.
2014-2016: Joined Betfred as a Senior Project Manager, delivering payment gateways, sportsbook, and virtual gaming projects in Agile SCRUM for mobile and online platforms.
Era 4: Engagement Management & Public Sector (2016–Present)
2016 (January): Joined Capgemini UK as a client-facing Engagement Manager (SC cleared).
2016 (August): Founded Mark Whitfield Consultancy Ltd, managing independent IT, network, and improvement projects.
2016-2018: Led Waterfall / Agile projects for automotive, local government, and postal services.
2018-2019: Augmented into MuleSoft as a Delivery Manager for the Anypoint Platform.
2023-2024 (Nov-Feb): Served as Technical Delivery Manager for a UK Government account, overseeing a £1m+ Fish Export Service (FES) to Common Entry Health Document (CHED) Inspection Portal (CHIP) project.
2026: Continued to provide project management thought leadership and template resources for Agile/Scrum/PRINCE2.
Agile Scrum Burn down Chart template in Microsoft Excel Microsoft Project MPP MSP Project Plan Template examplesPlan On a Page POaP templates plus MPP MS Project and MS Excel Project Plan templates
Key Projects & Clients
UK Gov / Capgemini: Fish Export Service (FES) Cloud Migration.
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