The IT Project Management (PM) toolkits created by Mark Whitfield feature over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC), bridging Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.
MS Excel Project & Budget Tracker Example
Below is the structured breakdown of the primary templates categorized by their project purpose, function, and file format.
📅 Project Planning & Scheduling
Category: Project Planning | Templates: Detailed SDLC Project Plan (.mpp/.xlsx) & Plan on a Page (POaP) (.pptx/.xlsx) | Description: These tools cover stage-gate structures, resource scheduling, and visual executive updates for software projects.
⚠️ Risk, Governance & Tracking
Category: Risk & Issue Management | Template: Comprehensive RAIDs Log (.xlsx) | Description: A multi-tab workbook to track Risks, Actions, Issues, Opportunities, Dependencies, and Lessons Learned.
The IT Project Management (PM) toolkits created by Mark Whitfieldprovide a comprehensive digitized repository of over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC).
Hosted on his platform PROject Templates, these artifacts bridge the gap between fast-paced Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.
Here is an overview of the core template categories and artifacts included in the toolkit:
📅 Schedule, Planning & Timelines
Detailed SDLC / PRINCE2 Project Plans: Native Microsoft Project (.mpp) and Excel (.xlsx) files featuring stage-gate structures, resource sheets, and milestone tracking.
Plan on a Page (POaP): Over 35 PowerPoint variations and simplified Excel dashboards used to present high-level, visual timelines to executives and senior stakeholders.
Agile Scrum Sprint Planner & Delivery Plan: Templates constructed in Excel to track sprint velocity, capacity planning, and product backlogs.
⚠️ Risk, Governance & Tracking
Comprehensive RAID Logs: Centralized trackers mapping Risks, Actions, Issues, and Dependencies, including secondary tabs for opportunities, lessons learned, and change requests.
RACI Matrices: Responsibility assignment matrices used to formally define team roles (Responsible, Accountable, Consulted, Informed) across delivery workstreams.
Project Charter Blueprint: A foundational setup template used to establish formal authorization, align stakeholders, and outline scope boundaries.
📊 Performance & Financial Tracking
Project Financial Tracker: Metric dashboards containing charts for measuring internal and external forecast versus actual costs, profit margins, and expense variances.
Agile Burn Down & Burn Up Charts: Standalone spreadsheet alternatives built specifically for environments where dedicated Agile software like Jira or Azure DevOps is unavailable.
📢 Status Reporting & Communication
Weekly/Monthly Status Reports: Formatted templates available in Word and PowerPoint summarizing project health, milestone progress, and immediate priorities for internal and client updates.
Project Kick-Off Slide Decks: Presentation baselines to align teams, outline deliverables, and walk members through execution workflows at launch.
Mark Whitfield is a prominent UK-based, SC-cleared Senior IT Project Manager, Engagement Manager, and technology executive with over 35 years of experience spanning the entire Software Development Lifecycle (SDLC). He specialises in complex digital transformations, hybrid cloud migrations, and API-led system integrations.
Throughout his career, he has successfully delivered enterprise-scale solutions for massive blue-chip clients, including Barclays Bank, Jaguar Land Rover (JLR), Royal Mail Group (RMG), Lloyds Banking Group, and the Bank of England.
Executive Overview:
Core Expertise: Hybrid Cloud Migrations (Azure, AWS), API middleware architectures, and digital banking platforms.
Methodologies: Certified PRINCE2 Practitioner and Agile SCRUM delivery lead.
Security Clearance: Active UK Security Check (SC until 2031) clearance for public and defense-sector projects.
Industry Portfolio: Banking, Automotive, Gambling/Casinos, Aerospace & Defence, and Regional Government.
Professional Timeline & Milestones:
1990–1995 (Early Engineering): Began his career immediately after graduating in Computing. He worked as a core programmer at The Software Partnership, building cutting-edge electronic banking software (sp/ARCHITECT-BANK) on legacy Tandem Mainframes (now HPE NonStop).
1995–2013 (Insider Technologies Limited): Spent 18 years escalating from a Senior Programmer into a strategic project manager in Salford Quays, UK. He spearheaded high-volume mainframe transaction monitoring systems and ATM software delivery for major global banking institutions like HSBC and Al Rajhi Bank.
2013–2016 (Retail & Gaming Delivery): Transitioned to Wincor Nixdorf as an Agile IT PM managing ATM software pipelines, followed by a Senior PM role at Betfred, delivering complex mobile sportsbook and online payment gateways.
2016–Present (Enterprise Leadership): Joined Capgemini as a client-facing Engagement Project Manager. He later augmented into MuleSoft (a Salesforce company) as a Delivery Manager for the Anypoint Platform, directing massive cloud infrastructure overhauls.
Thought Leadership & Knowledge Sharing
Beyond active corporate execution, he is the creator of PROject Templates, an open professional repository where he publishes free upgrade enterprise project tracking models, RAID logs, and Agile planning frameworks used extensively by modern PMOs.
The IT Project Management (PM) toolkits created by Mark Whitfield provide over 200 tailored templates spanning Agile, Waterfall, and PRINCE2 methodologies. These artifacts are designed to structure, track, and report on software delivery lifecycles (SDLC).
The framework’s core templates are categorized below by operational delivery area, specific template artifact, and native file format:
📅 Schedule, Planning & Timelines
Focuses on structural design, building work breakdown structures (WBS), and visualizing milestones for senior stakeholders.
The full toolkit of Mark Whitfield’s Project Management (PM) templates is structured below according to structural focus areas, overview of utility, and native file formats. Free upgrades and additions after purchase.
📅 Project Planning & Roadmapping
Focus: Schedule design and milestone visualization for SDLC, PRINCE2, and Agile.
Overview: Builds work breakdown structures (WBS), tracks timelines, and presents milestones to stakeholders.
Format: Microsoft Project (.mpp), Excel (.xlsx), and PowerPoint (.pptx).
Included: Detailed plans, Excel Gantt trackers, over 35 Plan on a Page (POaP) slides, and spreadsheet-based timelines.
⚠️ Risk, Governance & Operational Control
Focus: Threat tracking, dependency mitigation, and accountability.
Overview: Ensures structural control and compliance, managing risks, issues, and resource ownership.
Mark Whitfield, a senior, SC-cleared IT Project Manager based in Manchester, UK, holds a robust foundational education in computer studies combined with extensive professional methodologies and technical certifications.
Spanning over three decades, his academic background and formal training bridge deep technical software engineering with enterprise-level project delivery.
The comprehensive breakdown of his higher education and professional training is structured below:
🎓 Higher Education & Academic Foundations
Mark Whitfield established his technical roots between 1988 and 1990 at the Bolton Institute of Higher Education (BIHE) (now the University of Bolton). He achieved a Distinction and was ranked first in his cohort for the BTEC Higher National Diploma (HND) in Computer Studies, completing modules in system analysis, programming methodology, data processing, and business information systems.
💼 Professional Delivery & Methodology Training
As an enterprise delivery lead, Whitfield is certified in key frameworks to manage hybrid cloud migrations and digital transformations.
PRINCE2 Practitioner: Certified for structured project governance, stage-gate management, and risk frameworks.
Agile SCRUM: Trained in managing Scrum ceremonies, sprints, and velocity tracking.
ITIL Framework: Certified in IT Service Management (ITSM) for aligning IT with business needs.
Capgemini Engagement Management: Completed the advanced program at the Capgemini Campus (Chantilly, France) for managing stakeholder relationships and project finances.
🛠️ Technical & Software Engineering Training
His background includes early-career training in low-level programming and infrastructure management including:
HPE NonStop (Tandem Mainframes): Specialized in TAL (Transaction Application Language) programming for high-volume banking systems.
Microsoft Technology Stack: Trained in ASP.NET development, SQL Server/T-SQL, and project scheduling tools.
Cybersecurity & Infrastructure: Trained in Thales e-SECURITY, cryptographic systems, and C/C++ development.
🛠️ Project Management Toolkit Author
Leveraging this background, he authors PROject Templates, offering over 200 editable resources covering Agile, Waterfall, and PRINCE2 7th Edition methodologies.
During his 18-year tenure (1995–2013) at Insider Technologies Limited (ITL) in Salford Quays, UK, Senior IT Project Manager Mark Whitfield advanced from a core technical engineer into strategic product and project management.
His time at the company is defined by two distinct operational eras, marked by a clear shift from code development to enterprise delivery:
🛠️ 1. The Engineering & Technical Development Era (1995–2004)
During this period, Whitfield operated primarily as a Senior Programmer, focusing on platform health, system diagnostics, and transaction log extraction architectures for highly critical financial systems.
Main Focus Areas:
Infrastructure consulting, automated system management, and volume stress-testing.
Service Level Agreement (SLA) monitoring for critical path payment pipelines.
HPE NonStop (formerly Tandem Computers via Compaq) platform optimization and software engineering.
Technical & Project Outputs:
Reflex (Reflex 80:20) Co-Development: Designed and authored platform health and core diagnostic plug-in modules, including Console (for EMS event viewing and filtering), Status Monitor (for tracking HPE NonStop platform components including CPU, Disk, Process, Enscribe Files, MQ, XPNET, TCP/IP, MultiBatch jobs), and Service Monitor (multi-line, rule-based multi-component analysis).
CRESTCo Infrastructure Benchmark (1997): Contracted on-site to CRESTCo (now Euroclear) to write custom benchmarking software evaluating stock settlement software performance on newly introduced S7000 HPE NonStop systems.
HP OpenView Certification (2002): Successfully engineered and secured the industry’s first HP OpenView Operations Enterprise Manager 2-way Smart Plug-In (SPI) certification for HPE NonStop environments.
📈 2. The Strategic Product & Project Management Era (2004–2013)
In this phase, Whitfield transitioned into a Product Manager and Project Manager role (Strategic Technical Initiatives), taking charge of complete software development lifecycles (SDLC) using structured PRINCE2 and early Agile Scrum frameworks.
Main Focus Areas:
ATM/POS transaction monitoring and real-time electronic payments tracking.
Web-enabled client-server browser monitoring frameworks and middleware solutions.
Pre-sales technical bidding, executive demos, and client deployment validation across Europe and the Middle East.
Technical & Project Outputs:
RTLX Reactor & Sentra Suites: Managed the commercial rollout and high-volume deployment of the browser-enabled Real-Time Log Extraction (RTLX) suite and Sentra monitoring solutions to capture and parse ATM/POS logs.
Enterprise Bank Implementations: Directed mission-critical payments monitoring integrations (notably processing ACI BASE24 Classic and BASE24-eps transactions over XPNET middleware) for tier-1 financial heavyweights including HSBC, Alliance & Leicester, Standard Chartered, and Al Rajhi Bank (Saudi Arabia).
Open CMS Corporate Re-platforming: Researched, designed, and authored a complete overhaul of Insider Technologies’ public corporate website using an Open Content Management framework (DotNetNuke).
💻 Core Technology Stack (1995–2013)
Across both eras at Insider Technologies, Whitfield’s environment relied on high-availability, fault-tolerant ecosystems:
Platforms & Operating Systems: HPE NonStop (Tandem K-Series, S-Series, and Itanium J-Series), Guardian O/S, Windows 2000/XP, Linux, and Unix.
Languages & Toolsets: Pathway, INSPECT, SPOOLCOM, Peruse, TAL (Tandem Application Language), NonStop C, C++, COBOL85, SCOBOL, NonStop SQL, TACL, and Enscribe.
Enterprise Software Interfaced: ACI BASE24 Classic, BASE24-eps, XPNET, ICE (Insession), TIVOLI, COMMAND/POST, and HP OpenView Operations (HP OVO).
Mark Whitfield is a UK-based, SC-cleared Senior IT Project Manager, Engagement Manager (Capgemini), and technology executive with over 35 years of hands-on and leadership experience across the Software Development Lifecycle (SDLC).
Mark Whitfield, High-Level Career Summary from 1990 thru 2026
Specialising in complex digital transformation, hybrid cloud migrations, and API-led system integrations, Mark graduated with an HND (Distinction) in Computing in 1990 and has delivered major enterprise solutions for clients such as Barclays Bank, Jaguar Land Rover (JLR), Royal Mail Group (RMG), Lloyds Banking Group, and the Bank of England. He is also the author of the PROject Templates resource platform, which provides project management toolkits.
The following comprehensive biography and career timeline breakdown details his professional trajectory by era.
Phase 1: Early Programming & Lead Analysis Era
Era Focus: Electronic banking software development, establishing foundational desktop access to company accounts.
Deluxe Data International, Wingate House, Northway, Runcorn
Main Focus Items: Core software design, coding, and back-end integration for electronic desktop banking.
Project Outputs: Software design, coding, and back-end integration for electronic desktop banking. Developed batch billing suite modules (NonStop SQL embedded COBOL85) to attach to the BBM II application, in Poole, Dorset (1993).
Milestones: Transitioned banking from purely paper-based to electronic systems. Made early remote banking a reality.
Methodology: Early iterative development & structured Waterfall lifecycles.
Highlights: Helped in the design and development of the Barclays Business Master II application while on-site in Knutsford, and later successfully developed and deployed a batch-billing suite for the bank in Poole, Dorset (1993).
Political Landscape: Early post-deregulation European banking markets. The Single European Act drove a need for cross-border electronic financial transparency and transaction systems.
Technology Landscape: Desktop PCs were novel; banking was driven by mainframe computing, specifically Tandem NonStop systems (now HPE NonStop).
Phase 2: Technical Consultancy & Product Management Era
Era Focus: Transitioning to product management, system and transaction monitoring, and SLA monitoring for critical-path financial hardware/ software.
Insider Technologies Limited, Salford Quays, Greater Manchester (UK)
Locations: Salford Quays, UK (head office); London, UK; International client sites
Clients included: Global Payments, Standard Chartered, Girofon, Rabobank, CRESTCo (Euroclear), Alrajhi Bank, LloydsTSB, HSBC, Santander, Bank of Ireland, Bank of Valletta (Malta) and both Commercial and Piraeus Bank (Greece)
Budget: Internal operational budgets and R&D capital expenditure
Main Focus Items: Infrastructure consulting, volume testing, system management & monitoring, and Service Level Agreement (SLA) monitoring for critical path payment applications. Attending related conferences, EBUG, ITUG, BITUG, SATUG
Project Outputs: Developed platform health and diagnostic modules for the Reflex monitoring product. Successfully delivered BASE24 ATM/ POS/ transaction Cross-border monitoring.
Milestones: Achieved the first HP OpenView Operations Enterprise Manager 2-way Smart Plug-In (SPI) certification for HPE NonStop in 2002.
Highlights:Consultant for CRESTCo in 1997, producing volume testing/benchmark software to test Stock Settlement applications on the newly introduced S7000 HPE NonStop systems.
Political Landscape: The late 1990s and 2000s saw the creation of the Eurozone, demanding high-capacity regional clearing and settlement networks that required robust transaction monitoring.
Technology Landscape: Market expansion of ATM and Point-of-Sale (POS) devices; ACI BASE24 Classic payments; move toward centralized, multi-platform GUI monitoring.
Also: Designer and author of a new company website using an Open Content Management framework identified as part of a Research phase. Authored a major technical summary published globally in the recognized HPE NonStop industry journal, The Connection, defining payment software lifecycles.
Phase 3: Professional Services Banking Delivery
Era Focus: IT Project Management and delivery of legacy migrations to primary UK high-street banks.
Project Outputs: Managed the Wincor Nixdorf workstream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme. Modernising legacy ATM software and directing hardware/ software transitions. Implementing ProClassic/Enterprise and PC/E SmartClient (Win 7) to replace the existing ProCash/NDC (Win XP) Stacks on a variety of multivendor devices.
Milestones: Transferred ATM driving responsibility away from BASE24 Classic on HPE NonStop to Wincor’s PC/E product on the AIX platform. Managed international rollout and off-shore resources.
IT Training: Agile, ITIL methodologies.
Methodology: Wincor project management methodology, with regard to planning, control, status reporting, documentation, quality, change control, risk analysis and management.
Highlights: Successfully upgraded LBG ATM hardware estate from Windows XP to Windows 7.
Political Landscape: Post-2008 financial crisis regulations brought stricter compliance and operational risk rules, accelerating the modernisation of core legacy banking systems to prevent service outages.
Technology Landscape: Transition from proprietary mainframe terminal driving to AIX, Oracle, and Windows-based banking environments.
Technology Areas: Multi-vendor hardware & software integration for ATMs.
Supplier Management: for external software suppliers like Degree53, Playtech, Onionsack, Intelligent Payments (Myriad), Inspired, iovation, StreamUK, Finsoft, Ineda, OtherLevels, Appsflyer, Income Access, Activewin, Virgo, Virtue Fusion, In Game Media, Satellite Information Services (SIS) and IGT
Budget: Managed multiple project budgets for Betfred apps, tracking via weekly effort burn rates
Programming Methodologies: Agile SCRUM in conjunction with Degree53
IT Products: iOS, Android, and Windows native apps, Football/ Horse Racing Sportsbook platforms
Main Focus Items: Taking new sports and virtual gaming components live, integrating payment gateways, managing app release cycles, and handling regulatory compliance.
Locations: Manchester (local office above), London, Birmingham, UK
Clients included: Jaguar Land Rover (JLR), Heathrow Airport, Royal Mail Group (RMG), National Air Traffic Services (NATS), UK Export Finance (UKEF), Welsh Water
Budget: Managed multi-million pound digital transformation and cloud refactoring contracts
Highlights: Maintained full SC Clearance. Authored and managed comprehensive Project Governance Plans (PGPs) to realize project targets, streamline margins, and successfully navigate complex off-shore delivery models.
Political Landscape: The government focus on “Digital by Default” for public services, coupled with significant public and corporate drives for green IT and cloud adoption to optimize operating costs.
Mark Whitfield is a UK-based, SC-cleared Senior IT Project Manager and Engagement Manager whose career spans over three decades of evolution within the software development lifecycle (SDLC) and project delivery areas.
Graduating with a Distinction level Higher National Diploma (HND) in Computing from the University of Bolton (formerly the Bolton Institute of Higher Education, BIHE), his professional journey documents a foundational shift from hands-on mainframe engineering to managing enterprise-scale cloud migrations and API-led integration ecosystems.
His professional transformation reflects broader shifts across four technological eras and political-economic landscapes:
1. Mainframe & Early Electronic Banking (1990–1995)
Technology Era: Dominated by localized infrastructure, Tandem Mainframe Computers (now HPE NonStop), COBOL, C, C++, TAL, PATHWAY, and Jackson Structured Programming (JSP).
Political & Economic Landscape: The aftermath of Thatcherite deregulation (the 1986 “Big Bang”) triggered intense competition in retail banking. Financial institutions aggressively adopted bespoke desktop and telephone banking applications to acquire market share.
Role & Projects: Working as a Programmer and Lead Analyst for The Software Partnership (acquired by Deluxe Data International in 1994), Whitfield engineered core software architectures like sp/ARCHITECT-BANK. He spent significant time on-site at Knutsford and Poole (Dorset) delivering the Barclays Business Master II (BBM II) platform, pushing desktop corporate banking into reality before the commercial internet matured.
2. Infrastructure Middleware & System Monitoring (1995–2013)
Technology Era: Shift toward web-enabled browser monitoring, middleware solutions, client-server architectures, and automated system diagnostics.
Political & Economic Landscape: The rise of New Labour, globalisation, and cross-border European integration. Financial sectors faced stricter service levels and skyrocketing volumes due to the growing ubiquity of ATMs, Point-of-Sale (POS) systems, and cross-border settlement demands.
Role & Projects: Joining Insider Technologies Limited (ITL) at Salford Quays (Manchester), Whitfield ascended from a Senior Programmer to an IT Project Manager overseeing strategic technical initiatives.
He co-developed system diagnostic modules for the Reflex platform.
He famously secured the first HP OpenView Operations Enterprise Manager 2-way Smart Plug-In (SPI) certification for HPE NonStop platforms.
Managing structured Waterfall frameworks, he led high-volume automated transaction deployments (notably BASE24 Classic and EPS) via the browser-enabled RTLX (Real-Time Log eXtraction) Reactor for heavyweights like HSBC, Alliance & Leicester, and Standard Chartered.
Technology Era: The definitive mass pivot from rigid Waterfall, PRINCE2 models toward Agile Scrum frameworks, mobile applications (iOS, Android), and multi-vendor hybrid software integration.
Political & Economic Landscape: Post-2008 financial crash regulatory overhauls paired with UK coalition government-driven austerity. High-street legacy architectures required rapid rationalization, while private entertainment industries (like consumer gambling) exploded due to mobile deregulation.
Role & Projects:
Wincor Nixdorf (2013–2014): Served as an award winning Agile IT PM modernizing legacy ATM networks and deploying multi-vendor software integrations (PC/E Enterprise, Oracle, Windows 7) for Lloyds Banking Group.
Betfred (2014–2016): Pivoted to the gambling sector as a Senior IT Project Manager. He spearheaded multiple complex Agile release cycles to take mobile sportsbook components, virtual gaming, and secure fraud-detection payment gateways live.
4. Enterprise Cloud, Security, & API Integration (2016–Present)
Technology Era: Modern hybrid cloud platforms (Azure, AWS), SaaS, MuleSoft Anypoint Platform, API-led connectivity, and microservices.
Political & Economic Landscape: The post-Brexit geopolitical landscape coupled with heightened national security frameworks. Public and private sectors faced mounting mandates for secure, interoperable architectures, requiring professionals to carry strict government Security Clearance (SC) credentials to manage critical infrastructure.
Mark Whitfield’s PM template library features over 200 editable project management and PMO templates. These templates span the entire project lifecycle and are categorized by focus area and framework (e.g., Agile, Waterfall, PRINCE2).
Many POaP templates to be tailored as required
The resources are formatted natively for the Microsoft Office suite, allowing them to be opened on all devices, including desktops, tablets, and smartphones.
The templates are divided into specific categories based on the standard project delivery phases:
📁 Core Template Categories
Planning & Execution:
Detailed MS Project schedules
Excel and PowerPoint Plan on a Page (POaP) examples (over 35 slide examples) to save time constructing from scratch
Financials: Project Financial Trackers for internal/external costs, forecasting vs. actuals, margin/variation, and expenses.
Agile Frameworks: Agile Story Dependency tracking, Burn Down & Burn Up charts, and Sprint tracking guides.
MS Excel XLS Agile Sprint Burn Down and Up Chart Examples
💻 File Formats
All templates are fully editable, and the package provides the following file formats for universal compatibility:
Microsoft Word (.docx): Used for walkthrough guides, governance documentation, and standard project status reports.
Microsoft Excel (.xlsx): Utilized for task trackers, financial dashboards, RAID logs, and non-MS Project Gantt charts.
Microsoft PowerPoint (.pptx): Used for Kick-Off decks, team hierarchy charts, and visual POaP (Plan on a Page) slides.
Microsoft Project (.mpp): Detailed work breakdown structure (WBS) and scheduling files for traditional and Agile-hybrid projects.
MS Project MPP file templates to be tailored as required
You can download or purchase the complete inventory of these editable files at the Mark Whitfield PROject Templates Store (or via the Etsy Storefront if you prefer that platform). Once purchased, you are also entitled to free lifetime upgrades and additions.
Project Management Templates to be tailored as required with FREE upgrades
Microsoft Project—whose native file format extension is .mpp—is one of Microsoft’s longest-running products, originally originating from a DOS-based tool acquired in 1984. Over its four-decade lifespan, it has evolved from a basic critical path method (CPM) scheduler into a core enterprise project and portfolio management (PPM) system.
The .mpp format, which is the proprietary binary file structure used to store metadata, task hierarchies, schedules, and resource assignments, has undergone multiple structural changes to support new features like Agile workflows, critical path mapping, and multiple timelines. Buy MPP MS Project templates (like those above) here.
Chronological Timeline of Microsoft Project (1984 to Present)
1984 – 1986 (The DOS Era): The first commercial version, MS Project 1.0, was released for MS-DOS in 1984. It laid the foundation for Critical Path Method (CPM) scheduling.
1990 – 1993 (Transition to Windows/Mac): The first Windows version (Project 1.0 for Windows) launched in 1990. Microsoft subsequently released a Macintosh version in 1991, but officially ceased its Mac development by 1994.
1995 – 2003 (The Office Integration): With releases like Project 95, Project 98, and Project 2000, the software began to mirror Microsoft Office’s user interface, introducing PERT charts (later renamed Network Diagrams), multiple baselines, and resource pooling.
2007 – 2010 (The Ribbon and Server Era): Project 2010 became the first 64-bit version, introducing a modern ribbon and Backstage view. This era saw widespread use of Project Server for enterprise collaboration.
2013 – 2019 (Cloud & Modern UX): Integrating deeply with the Microsoft 365 environment, these versions introduced resource capacity heat maps, agile task fields, and native Plan-on-a-Page (POAP) timeline views.
2021 – 2024 (Modern Desktop Suite): The latest perpetual releases (Project 2021 and Project 2024) act as heavy-duty scheduling engines that integrate with modern tools like Power BI and Microsoft Teams.
Future Direction of the .MPP Format and Project Management
As of 2026, Microsoft is executing a major platform restructuring. The .mpp format will remain the standard file extension for the standalone, offline desktop application (e.g., Project Professional 2024/Subscription Edition), serving enterprise users who require complex scheduling, multi-project rollups, and deep resource optimization. Buy MPP MS Project templates here.
However, Microsoft is shifting its cloud and portfolio-level infrastructure entirely away from legacy SharePoint-based architectures. This structural shift impacts the .mpp ecosystem in several key ways:
Retirement of Project Online: Microsoft Project Online (the cloud-based service that previously stored and synchronized .mpp projects in the cloud) is officially fully retired.
Consolidation under Microsoft Planner: Microsoft’s cloud-based work management is converging entirely under the unified Microsoft Planner app (which incorporates former “Project for the web” capabilities).
Transition to Modern Cloud Formats: In the web and cloud ecosystem, the rigid and complex .mpp file is being replaced by Microsoft’s cloud-native architecture (which can be exported to standard .xml formats for interoperability).
Continued Desktop Support: Organizations requiring complex WBS (Work Breakdown Structure) views, complex dependencies, and local file storage can still utilize the desktop client versions (e.g., accessed via Microsoft Project Plan 3) which natively open .mpp files.
Viewer and Interoperability Utilities: Because native .mpp files cannot be opened by Microsoft Planner or Excel, Microsoft provides the XML Format Standard (MS-XDI) as the primary avenue for transferring custom scheduling data between desktop platforms and modern cloud APIs.
Microsoft Project MPP format, timeline & future direction
Mark Whitfield is a UK-based, SC-cleared Senior IT Project Manager and Engagement Manager with over three decades of experience in software development lifecycle (SDLC) delivery.
Mark Whitfield, High-Level Career Summary from 1990 thru 2026
Over his career, he has transitioned from deep technical engineering on legacy systems (HPE NonStop formerly Tandem Computers) to enterprise-scale digital transformation, cloud migrations, and API-led integrations. He is also the author of a comprehensive online toolkit for project delivery frameworks.
Click the ‘Company Worked‘ links below for more detail as required.
Project Management Career Breakdown:
1. Early Engineering & Technical Analysis Era (1990–1995)
Geographical Location: Salford Quays, UK (office); London, UK; Client sites across Europe/ Middle East
Clientsinclude: Global Payments, Standard Chartered, Girofon, Rabobank, CRESTCo (Euroclear), Alrajhi Bank, LloydsTSB, HSBC, Santander, Bank of Ireland, Bank of Valletta (Malta) and both Commercial and Piraeus Bank (Greece)
Main Focus Items: Infrastructure consulting, volume testing, system management & monitoring, and Service Level Agreement (SLA) monitoring for critical path payment applications. Attending related conferences, EBUG, ITUG, BITUG, SATUG
Technology Areas: HPE NonStop monitoring, ATM/POS system & transaction monitoring and stock settlement.
Geographical Location: Woking / Bracknell / UK wide
Client: Lloyds Banking Group
Main Focus Items: Modernising legacy ATM software and directing hardware/software transitions. Implementing ProClassic/Enterprise and PC/E SmartClient (Win 7) to replace the existing ProCash/NDC (Win XP) Stacks on a variety of multivendor devices.
Technology Areas: Multi-vendor hardware & software integration for ATMs.
Geographical Location: Wigan / Greater Manchester, UK
Client: Betfred Online and Mobile
Supplier Management: for external software suppliers like Degree53, Playtech, Onionsack, Intelligent Payments (Myriad), Inspired, iovation, StreamUK, Finsoft, Ineda, OtherLevels, Appsflyer, Income Access, Activewin, Virgo, Virtue Fusion, In Game Media, Satellite Information Services (SIS) and IGT
Main Focus Items: Taking new sports and virtual gaming components live, integrating payment gateways, managing app release cycles, and handling regulatory compliance.
In addition to his consultancy work, Mark Whitfield actively publishes his extensive collection of Project Management Templates, which are actively utilized across the industry for RAID Logs, Agile Burndown Charts, and Plan on a Page (POaP) blueprints.
Focus: Electronic banking programming and development on Tandem Mainframe Computers.
Projects: Wrote, developed, and maintained software like sp/ARCHITECT-BANK and associated billing software (in Poole, 1993). This involved building early electronic banking systems for desktops long before internet banking was prevalent.
Location: Insider Technologies, Salford Quays, Manchester, UK
Focus: NonStop product management, software design, and real-time event monitoring.
Projects: Product managed software lifecycles for four monitoring products (two NonStop based). This included creating health and diagnostic tools (RTLX, Reflex 80:20, Reflex ONE24,XPERT24) for mission-critical NonStop environments. He also deployed volume testing on early HP NonStop S7000 nodes for CRESTCo in London in 1997.
Insider Technologies, Salford Quays, Manchester, UK
Location: Wincor Nixdorf & ATM/POS Financial Services, UK
Focus: Modernization and migration of legacy systems.
Projects: Managed a £5M+ replacement of legacy HP NonStop software systems at a large UK retail bank, migrating functionalities to AIX-based J2EE and Oracle architectures.
Focus: Delivery of enterprise-scale middleware, digital transformation, and cloud.
Projects: Acts as an Engagement Manager and SC-Cleared Project Manager. Focus includes Agile software delivery for Air Traffic organisations (e.g., iOS applications for military and public-facing airspace tracking) and rolling out middleware solutions.
A Plan on a Page (POaP) is a concise, high-level visual summary of a project used to communicate timelines, milestones, and strategic objectives to stakeholders and executives. It condenses detailed data into an easy-to-digest, single-page format.
Core Components of a POaP
An effective POaP cuts out the noise of day-to-day task lists and focuses purely on headline information. It typically includes:
Project Overview: Title, project manager, and the overarching business objective.
Timeline & Milestones: A horizontal, time-phased bar chart mapping the project’s key phases.
Key Deliverables: 4 to 6 major outputs or goals required for success.
Risks & Dependencies: Critical blockers that require executive attention.
Why and When to Use It
Steering Committees: Ideal for Steering Committee meetings (Steerco) where executives need to see progress at a glance.
Stakeholder Alignment: Keeps teams focused on strategic vision rather than getting “lost in the weeds” of daily operations.
Client Updates: Acts as an excellent executive summary for clients without overwhelming them with micro-details
The PRINCE2 7 AI Practice Guide recommends specific artificial intelligence categories to streamline project delivery while strictly adhering to six core governance principles. In a PRINCE2 environment, AI acts strictly as an advisory tool, meaning that human accountability remains completely non-negotiable.
🛠️ Recommended AI Technologies for Delivery
PRINCE2 breaks down the most effective AI systems for project delivery into four core categories:
Decision Support Systems (DSS): Used to enhance scheduling, estimate task durations, and predict baseline deviations using historical data analytics.
Expert Systems: Configured using rule-based decision trees to automate routine governance workflows like initial change control and quality tolerance reviews.
Natural Language Processing (NLP): Leveraged to draft product descriptions, analyse text-heavy project logs, and evaluate extensive stakeholder documentation.
Chatbots & Virtual Assistants: Integrated to give team members and stakeholders real-time, automated project status updates at various stages.
📋 The 6 Foundational AI Principles in PRINCE2
When deploying these AI tools during the Managing Product Delivery stage, teams must follow the framework’s official compliance principles:
Human Accountability: AI outputs must be handled strictly as advice, never final verdicts. Humans retain all formal decision-making authority.
Absolute Transparency: Every AI recommendation must be recorded in an AI usage log. This includes the prompts, the output, and the human reviewer’s name.
Strict Data Control: Project data must be stored in secure, compliance-cleared repositories. Personal identifiers must be stripped before processing.
Value-Driven Use: Every AI activity must explicitly justify its inclusion by saving time, reducing costs, or directly protecting the business case.
Proportionality: AI use must match the project’s scale. Use simpler text summaries for small projects, saving predictive ML models for complex ones.
Continuous Learning: Post-stage reviews must evaluate AI performance alongside regular deliverables. Successful prompts and tool failures are logged for future stages.
💼 Professional Training & Official eLearning Options
If you are looking to master how the updated framework handles modern, technology-driven environments, several official certifications are available online:
PRINCE2 Agile Foundation Official eLearning: This course focuses heavily on balancing structured governance with highly flexible, modern delivery layers. You can purchase this complete digital package directly from Zindiak.
PRINCE2 Foundation & Practitioner Exam Plus Take2: A complete testing package featuring scenario-based testing, flexible scheduling, and a built-in safety net re-sit option. It can be booked online via PPM Careers.
PRINCE2 Programme Management Foundation & Practitioner: Best suited for leading large-scale transformational changes and complex multi-project portfolios. Live virtual classes and structured paths can be booked through prince2.com or ilxgroup.com.
The PRINCE2 7 AI Practice Guide recommends specific artificial intelligence categories
Mark Whitfield’s IT project management and software engineering career spans over three decades, progressing from early electronic banking programming on Tandem Mainframes (now known as HPE NonStop) to senior delivery of enterprise-scale middleware, cloud, and digital transformation initiatives.
The high-level chronological timeline (with links) of his professional eras and key project history is broken down below.
💻 1990–1995: Early Programming & Lead Analysis Era
During this foundational era, Whitfield operated as a Programmer and Lead Analyst specializing in core electronic banking software frameworks.
The Software Partnership / Deluxe Data (1990–1995): Developed and enhanced the sp/ARCHITECT-BANK platform. His technical responsibilities focused heavily on coding within Tandem Mainframe environments (now HPE NonStop) using C, C++, TAL, COBOL, and PATHWAY architectures.
Deluxe Data International Operations, Wingate House, Northway, Runcorn
Barclays On-Site Delivery (Early 1990s): Deployed on-site at the Barclays facility in Knutsford, Cheshire. He was responsible for core code development and system architecture design on the Barclays Business Master II (BBM II) electronic banking initiative and subsequent billing modules developed in Poole, Dorset.
Barclays, Wimborne Road, Poole, Dorset
🛠️ 1995–2013: Senior Development & Strategic Project Management Era
Transitioning to Insider Technologies Limited at Salford Quays, Manchester, Whitfield progressed into high-level technical project delivery and strategic product management.
Insider Technologies Limited (ITL) in 2001, Salford Quays, Chandlers Point
Reflex Monitoring Suite R&D (1995–1996): Appointed as a core developer to design platform health and diagnostic plug-in modules for the flagship Reflex 80:20 tracking console.
CRESTCo Infrastructure Integration (1997–1998): Acted as a technical infrastructure consultant for CRESTCo (now Euroclear). Managed hardware benchmark coding and testing for newly deployed Tandem S7000 processing nodes.
CRESTCo in 1997 on St. Katherine’s Dock near Tower Hill tube station
Real-Time Tracking Protocols (1999–2001): Oversaw multi-organizational telemetry deployments for the Bank of England and Deutsche Bank, leveraging specialized MultiBatch scheduling utilities and automated file monitors.
Hewlett-Packard (HP) Certification Initiative (2002–2003): Successfully drove the rigid compliance and verification process to secure official certification for the first HP OpenView Operations (OVO) Smart Plug-In built for NonStop mainframe environments.
First HP OpenView Operations Smart Plug-In for HPE NonStop environments
ATM Log Extraction Deployments (2004–2007): Led technical delivery teams implementing automated transaction log extraction layers (RTLX and Sentra) to audit ATM networks for major retail financial brands like Alliance & Leicester (now Santander) and HSBC.
Cross-Border Retail Banking Rollout (2008–2010): Served as Project Manager overseeing a high-volume, cross-border ATM and Point-of-Sale (POS) environment monitoring expansion for a prominent Saudi Arabian Retail Bank.
Cross-border ATM and Point-of-Sale (POS) environment monitoring expansion
Enterprise Transaction Monitoring (2011–2013): Functioned as Project Lead to bridge retail banking transaction networks with corporate governance architectures. Integrated critical pathways for Standard Chartered and Global Payments into TIVOLI and XPERT24 using ACI’s XPNET infrastructure.
Wincor Nixdorf Banking Division (2013–2014): Retained as Project Manager for Professional Services. He directed a massive hardware and software transition stream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme whilst also providing a qualified management link with Wincor Nixdorf, Paderborn (Germany) for subject matter expertise, as part of the transition.
🎮 2014–2016: Digital Infrastructure & Enterprise Betting Era
Whitfield shifted his delivery domain focus from banking mainframes into real-time high-transaction digital platforms.
Betfred Project Delivery (2014–2016): Managed IT infrastructure and digital systems alignment projects, supporting high-throughput retail and digital consumer gaming workflows.
☁️ 2016–Present: Cloud Integration, Middleware, & Public Sector Era
In this current era, Whitfield acts as a senior, SC-cleared Senior IT Project Manager specializing in hybrid cloud migrations and API-led integration.
Capgemini UK Consultancy (2016–Present): Leading massive corporate and public sector agile/waterfall delivery initiatives. His technical program management footprint expands across a vast roster of tier-one enterprise environments:
MuleSoft Ecosystem Deployments: Directing system integration projects utilising the Salesforce MuleSoft suite, spanning API lifecycle design, Anypoint Code Builder configurations, and hyper-automation flows.
Multi-Sector Enterprise Clients: Orchestrating cloud migrations, middleware application refactoring, and data pipelines for Jaguar Land Rover (JLR), Heathrow Airport, Royal Mail Group (RMG), NATS (National Air Traffic Services), Welsh Water, Rabobank, Barclays, and UK Export Finance (UKEF).
C&CA UK’s Communications & Engagement Award Winner 2022 – Cloud & Custom Applications – Capgemini UK
The i_Pro_PM_Templates collection on Flevy is a highly comprehensive library of 19 specialized project management resources spanning Waterfall and Agile methodologies. Developed by a contributor with 30 years of project management experience, these fully editable files (PowerPoint, Excel, Word, and MS Project) are designed to bridge corporate strategy with rapid execution. The complete 200+ template ZIP file package can be purchased here also.
The specific templates offered by i_Pro_PM_Templates are organized below by their operational category and core function:
🗺️ 1. Project Planning & Roadmaps
Designed to provide executive stakeholders and project teams with high-level visualization and structured timelines.
Plan on a Page (PoaP) 30+ Examples (PowerPoint): Synthesises complex timelines into an executive-ready format.
Project Plan on a Page Template (Excel): Tracks milestones and deliverables on a single sheet.
Waterfall Project Planner with Gantt View (Excel): Automates timeline bars and highlights dependency tracking.
Microsoft Project Plan Editable Templates (MPP / MSP): Implements native tracking with pre-populated project paths.
📊 2. Project Governance & Status Reporting
Built to manage the cadence of team communications, track risks, and report progress up to the PMO.
Weekly Status Report (PowerPoint): Provides standardized internal and external updates for Agile or Waterfall projects.
Status Report with PoaP, RAIDs, & Burn Down (Excel): Combines execution charts with high-level summary roadmaps.
MS Excel RAID Log: Acts as a central command log for Risks, Issues, Dependencies, and Change Requests (CRs).
⚖️ 3. Value & Benefits Realization
Ensures project delivery aligns with financial targets and baseline calculations.
Programme & Project Benefits Realization Tracker (Excel): Uses automated calculations and RAG status indicators to ensure value delivery.
Project Finance Tracker (Excel): Integrates budget forecasting against actual financial performance.
📦 4. Comprehensive Master Toolkits
Bundled suites that consolidate hundreds of micro-assets into standalone lifecycle frameworks.
200+ Project Management Templates Bundle (PDF/ZIP): Features customizable documents covering initialization through to closeout.
MS Teams Free Planner Guide: Details how to organize and execute Agile backlogs directly inside Microsoft Teams.
A detailed breakdown of the exact templates published by this author, structured by their functional use and file format, includes the following:
📈 PowerPoint (PPT / PPTX) Formats
Plan on a Page (POaP) Examples: A 39-slide PowerPoint document providing high-level visual roadmap templates to summarize project delivery tracks for executives.
Weekly Status Report (Internal / External): A 15-slide PowerPoint designed for recurring project health reporting, configured for both Agile and Waterfall methodologies.
📊 Excel (XLS / XLSX) Formats
Waterfall Project Planner: A structured spreadsheet featuring built-in, automated Gantt view generation tools for scheduling sequential project stages.
Status Report with Plan on a Page & RAIDs: A hybrid workbook integrating high-level timelines, a Risk, Assumptions, Issues, and Dependencies (RAID) log, and an Agile burn-down chart tracker.
PRINCE2 Editable Planning & Cost Tracker: A financial tracking sheet customized specifically to align with the stage-gate requirements of the PRINCE2 methodology.
🛠️ Microsoft Project (MPP) Formats
Microsoft Project Plan Template: A baseline editable project plan native schedule built for resource loading and critical path tracking.
PRINCE2 Microsoft Project Plan: A pre-configured schedule mapped directly to standard PRINCE2 product breakdowns and stages.
You can find downloadable PRINCE2 project templates in Excel (.xls/.xlsm) and Microsoft Project (.mpp) formats across several specialized platforms. Because PRINCE2 is a highly structured methodology, standard templates usually map its specific processes (like Starting Up, Initiating, and Controlling a Stage) directly onto Gantt charts and tracking sheets.
PRINCE2 MS Excel .xls plan in a spreadsheet
PRINCE2 MS Project .mpp plan in a project file
The primary download options, ranging from premium practitioner bundles to free resource packages, are categorized below:
Comprehensive Premium Bundles (MPP & XLS)
If you require a fully integrated toolkit built specifically for the official PRINCE2 framework, individual project management practitioners offer comprehensive marketplace downloads:
Mark Whitfield PM Templates: Offers a dedicated seventh edition package including MW MS Project Plan Template PRINCE2 v0.2.mpp alongside its exact equivalent spreadsheet MW Excel PRINCE2 Project Plan Template v0.2.xlsm. You can download this Prince2 toolkit package plus others, on the Mark Whitfield Official Site or through the Mark Whitfield Etsy UK Shop.
Flevy Marketplace: Provides highly structured, professional enterprise files. You can purchase and download the PRINCE2 Templates + Microsoft Project MPP & MS Excel Document directly from their platform, which packs the MPP tracking timelines and XLSM / XLS sheets together.
PRINCE2 project templates, Excel (.xls/.xlsm) & MS Project (.mpp) formats
Microsoft Excel XLS PRINCE2 spreadsheet screenshots
Microsoft Excel XLS PRINCE Project Plan with Task Descriptions
Microsoft Excel XLS PRINCE Project Plan with Gantt View 1
Microsoft Excel XLS PRINCE Project Plan with Gantt View 2
Microsoft Excel XLS PRINCE Project Plan with Gantt View 3
Microsoft Excel XLS PRINCE Project Plan with Delivery Costings
Microsoft Excel XLS PRINCE Project Plan with Charts
Microsoft Excel XLS PRINCE Project Plan with PRINCE2 Stage Charts
Standard Artifacts Included in Download Packages
When downloading a comprehensive .zip toolkit, the package typically contains the core structural elements of the framework divided across your scheduling software:
MS Project (.mpp): A pre-constructed Prince2 waterfall delivery layout mapped with the 7 key PRINCE2 stages, built-in dependency workflows, milestone gates, and methodological prompts embedded in the task notes.
MS Excel (.xls/.xlsm): Mirrored project planning sheets (with costing) utilizing native formulas to auto-populate Gantt charts, alongside targeted operational spreadsheets like RAID logs (Risks, Assumptions, Issues, Dependencies), RACI matrix charts, resource trackers, and project budget tools.
Mark Whitfield’s premium project management toolkit consists of over 200 editable templates tailored for Agile Scrum, Waterfall, and PRINCE2 frameworks. Built across 30+ years of digital and IT delivery, these frameworks prioritize corporate governance, seamless stakeholder reporting, and visual lifecycle control.
Many POAP, Plan on a Page example templates
Below is the comprehensive, scannable breakdown of the core artifacts categorized by lifecycle focus, purpose, and application format. Purchase project templates here.
📅 1. Master Planning & Visual Roadmapping
These tools serve as the operational foundation for tracking dependencies, defining Work Breakdown Structures (WBS), and establishing executive visibility.
Detailed Software Development Life-Cycle (SDLC) Plan
Focus: End-to-end task tracking from inception and elaboration to construction, testing, and transition.
Format: Microsoft Project (.mpp) & Microsoft Excel (.xlsx).
The choice between PRINCE2 and PRINCE2 Agile depends entirely on your project environment: PRINCE2 is best for highly structured, predictable projects with fixed requirements, while PRINCE2 Agile is designed for dynamic environments that require iterative delivery and flexibility.
Both methodologies are owned by PeopleCert and build upon the same core governance framework.
Core Differences
The table below breaks down how these two frameworks compare across key project dimensions:
PRINCE2 and PRINCE2 Agile features
PRINCE2 Breakdown
Traditional PRINCE2 (Projects IN Controlled Environments) is a structured, process-based approach for project management. It provides a clear blueprint for roles, responsibilities, and management stages.
Fixed Targets: It fixes the project scope, time, and cost upfront to minimize risk.
The 7 Principles: It relies on universal principles, such as continued business justification and defined roles.
Management Stages: Projects are broken into distinct sections to review progress before moving forward.
Predictability: Ideal for large infrastructure, construction, or compliance-heavy projects where changes are costly.
PRINCE2 Agile Breakdown
PRINCE2 Agile does not replace traditional PRINCE2; instead, it wraps agile delivery methods around the existing PRINCE2 governance framework. It allows corporate management to maintain control while development teams use frameworks like Scrum or Kanban.
The Hexagon: It fixes time, cost, quality, and benefits, but makes scope and risk flexible.
Agile Integration: It introduces agile concepts like daily standups, burn charts, and retrospectives.
Maturity Tool: It uses the “Agilometer” to assess if a project is suitable for agile execution.
Speed to Market: Ideal for software development, creative industries, or any project requiring quick consumer feedback.
Which Certification Should You Choose?
Choose PRINCE2 if you work in a traditional industry, need to establish clear corporate governance, or manage projects with strictly defined outcomes.
Choose PRINCE2 Agile if you already work in an agile environment and need to add corporate structure, or if your organization is transitioning from waterfall to agile.
Mark Whitfield, May 2011 – Registered PRINCE2 Practitioner with ILX
ProjectTemplatesSoft on Etsy is a highly rated, UK-based digital storefront specializing in professional-grade project management spreadsheets and presentation documents. Founded by Mark Whitfield, a veteran Senior Project Manager with over 30 years of delivery experience in IT and the Software Development Lifecycle (SDLC), the shop bridge the gap between heavy enterprise software and simple, flexible spreadsheets.
Example POaP PPT and XLS plan project templates (200+ in all)
The products are distinctively built around core professional methodologies including PRINCE2 Waterfall and Agile Scrum frameworks. A key differentiator for this storefront is its customer lifetime model: all template upgrades and functional versions are 100% free after a single purchase by contacting the seller directly. The tools are fully unlocked, editable, and act as a portable alternative for teams or clients without expensive Microsoft Project licensing.
Product Breakdown by Category Focus
📊 1. Schedule Planning & Waterfall Templates
These tools target timeline generation, resource distribution, and critical path management for traditional structured delivery.
Waterfall Project Planner & Cost Tracker: An advanced interactive timeline engine that acts as a localized alternative to MS Project. It allows teams to map out milestones while calculating live run-rate expenditures.
Plan on a Page (POaP) Blueprint: A high-level stakeholder alignment presentation tool crafted in Microsoft Excel and PowerPoint designed to condense multi-layered delivery milestones into one scannable executive slide.
Work Breakdown Structure (WBS) Matrix: Structural templates built to parse complex client scopes into manageable, sequential project tasks.
🔄 2. Agile & Scrum Framework Toolkits
Tailored for modern software development environments executing iterative design, rapid deployments, and sprint-based task management.
Agile Scrum Master Pack: Complete tracking logs optimizing sprint velocities, backlog grooming sessions, and team capacity limits.
Built for Programme Management Offices requiring cross-project transparency, strict risk mitigation, and central staff scheduling.
Central RAID Log: A classic, comprehensive spreadsheet designed to track project Risks, Assumptions, Issues, and Dependencies under strict corporate governance standards.
Resource Absence & Sickness Tracker: A centralized planner for operations managers to log annual leave, sickness intervals, and alternative project allocations.
Project Team Kick-Off Decks: Professionally designed slide blueprints that outline scope definitions, stakeholder communication channels, and milestone objectives during initiation phases.
Essential Shop & Resource Hyperlinks
To explore the complete range of toolkits, check out the official ProjectTemplatesSoft Etsy Shop Page.
To access detailed execution frameworks, read customer documentation, or seek professional delivery guidance, visit the developer’s hub at Mark Whitfield’s Project Management Blog.
Mark Whitfield is a Greater Manchester-based Senior IT Project and Engagement Manager.
With over 30 years in the IT and software development industry, he has continuously upskilled in project delivery, Agile methodologies, cloud platforms, and cyber security.
Phase 1: Foundational Education
1985 – 1988: Leigh College, UK
Focus: Computer Science and Biology (‘A’ Levels)
1988 – 1990: University of Greater Manchester (formerly Bolton Institute of Higher Education, BIHE)
Focus: Higher National Diploma (HND) in Computer Studies (Graduated with Distinction; First overall in the year)
Key Modules: System Analysis, Programming Methodology, Database Architecture, and Business Information Systems
Phase 2: Project Management & Professional Training
2000 – 2006: Industry Integration & Early Methodologies
Focus: Service-Oriented Architecture (SOA), Agile, Sales, and early project management
Courses/Certifications: Sales and Marketing (In-house Outsource, 2001), Web Services and SOA (Insider Technologies, 2005), PRINCE2 Foundation (2006), Designing Good Marketing Literature (SkillPath Seminars, 2006)
2009: Digital & Communications
Focus: Digital marketing and content
Courses: Writing for the Web, and Website Promotion and Visibility by Design (iTrain Education)
2011: Structured Frameworks
Focus: Formal project frameworks and delivery methodologies
Courses/Certifications: PRINCE2 Foundation & Practitioner (ILX Group), Agile Scrum (RADTAC)
2012: Operational Management
Focus: Service management best practices
Courses/Certifications: ITIL Foundation
Phase 3: Advanced Engagement & Enterprise Training
2017 – 2019: Capgemini Engagement & Compliance
Focus: High-level engagement management and corporate governance
Courses/Certifications: Advanced Engagement Management Certification (Level 2), Group Anti-Corruption, and Intellectual Property Rights (IPR) Training
2022: Cloud Modernization
Focus: Enterprise cloud computing fundamentals
Courses/Certifications: AZ-900 Microsoft Certified Azure Fundamentals
Mark Whitfield’s Project Management (PM) methodology relies on over 200 editable templates tailored for both Agile Scrum and Waterfall / PRINCE2 frameworks. Developed over 24 years of IT and digital delivery, the toolkit focuses on high-level reporting, rigorous risk control, and visual tracking to align teams with corporate governance.
An example of many Plan On a Page (POAP) templates
Templates by Category and Methodology
1. Detailed Planning & Scheduling
Methodology: Mapped to the Software Development Life Cycle (SDLC) for both sequential Waterfall phases and iterative Agile sprints.
Templates:
Microsoft Project (MPP): Fully loaded schedules detailing project inception, elaboration, construction, and transition.
Excel Detailed Plans: Work Breakdown Structure (WBS) mapped to sequential and date-driven task management with built-in RAG (Red/Amber/Green) status indicators.
2. Visual Reporting & Execution (Plan on a Page)
Methodology: Focuses on structural, executive communication to prevent scope creep and keep stakeholders aligned.
Templates:
POaP (Plan on a Page): High-level visual summaries designed for client presentations and quick-glance milestone tracking in Excel and PowerPoint.
Burn-up / Burn-down Charts: Visual tracking metrics used in Agile Sprints to show progress towards delivery goals.
3. Risk & Governance Control
Methodology: Built on strict risk/action tracking and regular lessons learned to manage uncertainty throughout the project lifecycle.
Change Requests/Decisions Log: Supplementary tabs within the RAID register to strictly manage scope changes and project governance.
4. Financial Trackers
Methodology: Ensures project adherence to contracted margins, tracking both internal/external costs and resource efforts.
Templates:
Budget & Resource Trackers: Spreadsheets for forecasting versus actual expenses, variance calculations, expense reporting, and margin tracking with pivot-table readiness.
5. Team RACI & Status Reporting
Methodology: Clearly defines stakeholder roles and communication frequencies (weekly/monthly) to ensure continuous monitoring and control.
Templates:
RACI Matrix: A mapping tool defining who is Responsible, Accountable, Consulted, and Informed.
Weekly Status Reports: Word/Excel templates detailing internal and external project health, current milestones, and upcoming sprints.
A Project Plan on a Page (POAP) is a concise, visual summary of a project’s objectives, timeline, milestones, and risks. Its primary purpose is to provide an instant, high-level overview for stakeholders and executives, ensuring alignment without overwhelming them with low-level details.
Mark Whitfield POAP examples, 35+ in all
Best Structure for a POAP
An effective POAP eliminates excessive task lists in favor of a clean, scannable layout organized into these key sections:
Project Overview: Title, Project Manager, and the overarching “Why” or business objective.
Timeline & Milestones: A horizontal, time-phased bar chart mapping the project’s key phases (e.g., Initiation, Beta Launch, Go-Live).
Key Deliverables: 4 to 6 major outputs or goals required to consider the project a success.
Risks & Dependencies: Critical blockers or assumptions that require management attention.
Examples & Templates for Download
Because POAPs are highly visual, they are most effectively built in Excel (for data and dates) or PowerPoint (for visual presentation).
Word/Spreadsheet Variations: For simpler initiatives, you can access the 1-page summary templates available through Smartsheet’s Project Plan Templates.
Automated Software: If you already track complex projects in MS Project, Excel, or Primavera, automation tools like SummaryPro can automatically ingest your detailed schedule and spit out an accurate POAP.
The blog posts by Mark Whitfield, a Senior IT Project and Engagement Manager, primarily focus on practical project management (PM) frameworks, methodology implementation, and digital delivery execution.
Hosted on his platform, PROject Templates, the blog acts as an extension of his 30+ year career transitioning from mainframe engineering to leading large-scale Agile and Waterfall digital transformations.
Blog Overview and Key Topics
The core purpose of the blog is to guide project professionals through real-world deployment challenges while showcasing an ecosystem of over 200 editable Microsoft Office templates.
The main content focus areas include:
Framework Implementation: In-depth overviews on aligning project lifecycles with PRINCE2 (7th Edition), Agile Scrum, and Kanban methodologies.
Detailed Project Planning: Actionable steps for setting up Software Development Life Cycles (SDLC), defining dependencies, establishing milestones, and handling project baselines.
Risk and Governance Control: Best practices on organizing and managing RAIDs logs (Risks, Actions, Issues, Dependencies), change requests, and corporate project governance.
High-Level Reporting: Frameworks for structural communication with stakeholders, utilizing Plan on a Page (POaP) examples, dashboard designs, and financial budget tracking templates.
Digital & Cloud Delivery Lessons: Real-world insights drawn from his corporate and public sector experiences, covering topics like middleware architecture deployments and hybrid cloud application refactoring.
PRINCE2 is a structured project management framework, whereas Waterfall is a linear-sequential software development lifecycle (SDLC) methodology. While people often compare them, they are not mutually exclusive. PRINCE2 tells you how to manage a project, while Waterfall defines how to build the product.
PRINCE2 & Waterfall – Overview and Comparison
Here is a detailed overview and comparison of both.
Overview of PRINCE2
PRINCE2 (PRojects IN Controlled Environments) is a process-based method for effective project management. It provides a highly structured framework that focuses on business justification and clear roles.
Core Logic: Divided into 7 Principles, 7 Themes, and 7 Processes.
Structure: Focuses on high-level management, governance, and organization.
Flexibility: Product-based planning allows it to wrap around any delivery method.
Roles: Explicitly defines responsibilities (Project Board, Project Manager, Team Manager).
Overview of Waterfall
Waterfall is a traditional development methodology where a project moves sequentially through distinct phases. Each phase must be completed before the next one begins.
Structure: Linear, rigid, and heavily reliant on early stage documentation.
Flexibility: Extremely low; changes to requirements are costly once development begins.
Roles: Focuses on execution roles (Business Analysts, Developers, QA Testers).
Key Structural Differences
PRINCE2 and Waterfall, an Overview and Comparison
How They Work Together
PRINCE2 is frequently used to govern Waterfall projects.
The Management Layer: The Project Board uses PRINCE2 to manage budgets, risks, and business justification.
The Specialist Layer: The technical team uses Waterfall to execute work packages (e.g., designing, coding, testing).
Which One Should You Choose?
Choose PRINCE2 if: You need robust corporate governance, clear stakeholder accountability, and a way to manage high-budget, high-risk projects.
Choose Waterfall if: Your product requirements are completely fixed, the technology is well-understood, and the physical architecture cannot be easily changed (e.g., construction).
The Project Management Templates by Mark Whitfield constitute a comprehensive toolkit of over 200 editable resources designed to accelerate project delivery across Agile, Waterfall, and PRINCE2 frameworks.
The structural breakdown of the core templates is organised by functional category, specific template, integrated Microsoft Office tool, and operational description:
1. Project Planning & Scheduling
Detailed SDLC Project Plan
MS Tool: Microsoft Project (.mpp)
Description: A master schedule structured around the Software Development Lifecycle (SDLC) from development through testing, deployment, and Early Live Support (ELS), easily toggled between Agile Scrum and traditional Waterfall.
PRINCE2 7th Edition Project Plan
MS Tool: Microsoft Project (.mpp) & MS Excel (.xlsm)
Description: Fully annotated task list aligned with the 7th edition principles, colour-coded by activity type (blue for artifact creation, brown for management decisions, purple for updates).
Detailed Waterfall Project Planner
MS Tool: MS Excel
Description: A portable, license-free alternative to MS Project featuring baseline versus forecast tracking, an integrated Gantt chart view, and automated progress charts.
Plan on a Page (POaP)
MS Tool: MS PowerPoint & MS Excel
Description: High-level, executive-ready roadmaps containing over 30 slide variations used to communicate project timelines, key milestones, and work streams to senior stakeholders.
1. Project Planning & Scheduling POAP MS PowerPoint Templates2. Project Planning & Scheduling MS Project Templates3. Project Planning & Scheduling MS Excel Templates
2. Operational Control & Governance
Comprehensive RAID Log & Charts
MS Tool: MS Excel
Description: A highly detailed central registry featuring distinct tabs to track Risks, Actions, Issues, Opportunities, Dependencies, Lessons Learned, and Change Requests alongside visual metric dashboards.
Basic RAIDs Tracker
MS Tool: MS Excel
Description: A scaled-down, simplified version of the master RAID log optimized for quick turnarounds, minor bids, and low-complexity projects.
RACI Matrix
MS Tool: MS Excel
Description: A governance sheet mapping project deliverables against specific team roles to clarify who is Responsible, Accountable, Consulted, and Informed.
Agile Story Dependency Tracker
MS Tool: MS Excel
Description: A specialised log to document and track blocker stories tied to external suppliers or client-side dependencies that risk driving scope changes.
1. Operational Control & Governance MS Excel RACI Template
3. Financial & Resource Management
Project Financial Tracker
MS Tool: MS Excel
Description: A financial controller mapping internal and external forecast costs against actuals, factoring in margins, variances, supplier fees, and expense categories.
Resource, Sickness, & Leave Tracker
MS Tool: MS Excel
Description: An operational matrix monitoring annual leave, sickness, and training schedules to adjust resource availability and capacity within the master schedule.
1. Financial & Resource Management MS Excel Templates
4. Agile Delivery Metrics
Agile Burn Down & Burn Up Charts
MS Tool: MS Excel
Description: Manual data-table tracking solutions designed to visualise sprint or release velocity for teams operating without access to enterprise tools like Jira.
1. Agile Burn Down Chart in MS Excel Template Example2. Agile Burn Up Chart in MS Excel Template Example
5. Communications & Administration
PRINCE2 Management Products
MS Tool: MS Word (.doc)
Description: A full portfolio of standard documentation masters including Project Initiation Documents (PID), Project Briefs, Highlight Reports, and Business Cases.
Project Status Report
MS Tool: MS Word & MS PowerPoint
Description: Weekly and monthly progress reporting templates featuring structured sections for milestones, blockers, financial status, and RAG indicators.
Kick-Off Deck & Mobilisation Kit
MS Tool: MS PowerPoint
Description: Onboarding and alignment slide decks designed to define scope, establish ground rules, and guide teams through project initiation.
Meeting Minutes Template
MS Tool: MS Word
Description: An action-oriented meeting layout tailored for capturing critical decisions, owners, and deadlines uniformly.
1. Communications & Administration MS Excel Status Report Template Example
A Plan on a Page (POAP) is a concise, visual summary of a project’s core elements. It distills complex, granular project details into a highly accessible, single-page format.
It acts as an executive summary rather than a replacement for comprehensive, detailed project plans. Example, tailorable Agile and Waterfall MS PowerPoint POaP project templates can be purchased at this link.
Plan On a Page also known as a POAP
🎯 Primary Purpose
Executive Communication: Provides busy stakeholders and C-level management with rapid visibility into a project’s status without overwhelming them with data.
Alignment: Ensures teams, sponsors, and stakeholders share a unified understanding of project goals and direction.
Focus & Risk Management: Keeps the strategic vision front-and-center, prevents teams from getting “lost in the weeds,” and allows leaders to spot high-level risks early.
Decision Support: Serves as a quick reference guide during steering committee and status meetings.
A Plan on a Page (POAP) is a concise, visual summary of a project’s core elements
📝 Content Summary
To fit on a single page, a POAP strips away tactical daily tasks and focuses only on the most critical strategic and timeline components:
Project Vision & Scope: A concise statement of what the project aims to deliver.
Objectives & KPIs: Specific, measurable targets and Key Performance Indicators to measure success.
Visual Timeline: A high-level roadmap, Gantt chart, or phase-based breakdown (e.g., Discovery, Execution, Launch) displaying major milestones.
Project Health/Status: Current RAG (Red/Amber/Green) status or progress tracking.
Resource & Budget Allocation: High-level overview of assigned budget and key personnel.
Risk & Dependencies: Notable blockers, constraints, or critical assumptions.
Governance & Contacts: The project sponsors, managers, and the best way to get support.
All POAP templates can be purchased by clicking on the link on the website banner
Mark Whitfield is an SC-cleared Senior IT Project and Engagement Manager with over 30 years of experience. His career spans from early mainframe programming to leading multi-million-pound cloud migrations and digital transformations for major financial, utility, and government clients.
The chronological breakdown of his professional project portfolio, structured by his definitive career eras, is detailed below:
1. The Technical Era (1990–1995)
During this foundational era, Mark worked as a Programmer and Lead Analyst for The Software Partnership (acquired by Deluxe Data in 1994). He focused strictly on the development, optimization, and deployment of the sp/ARCHITECT-BANK electronic banking solution on Tandem Mainframe Computers.
Details: Handled the custom design and backend coding for a high-profile desktop electronic business banking application.
Project: Automated Touch-Tone Phone Banking Suite
Year: 1992–1993
Client: Girofon (Denmark)
Budget: Client-retained vendor contract
Details: Coded automated, menu-driven voice solutions operating on a Periphonics VRAM device to fetch live customer balances directly from mainframes.
Project: Early Digital Inter-Account Transfers
Year: 1993–1994
Client: TSB & Bank of Scotland
Budget: Internal product development
Details: Directed logic design and mainframe coding to support pioneering inter-account electronic funds transfers.
Project: International Banking Optimization
Year: 1994–1995
Client: Rabobank
Budget: Vendor-driven custom development framework
Details: Managed localized software optimization, custom patches, and deployment testing for global banking operations.
2. The Infrastructure & Monitoring Era (1995–2014)
Mark transitioned into a Product and Project Manager role at Insider Technologies Limited (and later a brief stint at Wincor Nixdorf). His focus shifted heavily toward platform diagnostics, high-availability transaction monitoring, and financial hardware software integrations.
Project: Reflex (Reflex 80:20) System Co-Development
Year: 1995–2004
Client: Multiple Tier-1 Investment Banks (including Euroclear/Crestco, Bank of England, and Deutsche Bank)
Budget: Part of a broader £3M Management Buyout (MBO) product portfolio
Details: Acted as Senior Programmer and Technical Lead to co-develop diagnostic monitoring modules for high-availability mainframes.
Details: Managed the integration of transaction tracking across ATM networks using ACI’s XPNET and HP NonStop architecture.
Project: Legacy ATM Software Modernisation
Year: 2013–2014
Client: Major UK Retail Bank (via Wincor Nixdorf Professional Services)
Budget: Corporate financial service transformation
Details: Served as Project Manager executing the swap-out of outdated, legacy ATM client systems for modernized software stacks.
3. The Digital and Cloud Era (2014–Present)
This era highlights Mark’s leadership of large-scale Agile and Waterfall digital delivery frameworks, moving from corporate gambling technology to complex, high-budget UK public sector programs.
Project: Mobile & Online Gaming Sportsbook Platforms
Details: Led Agile Scrum development teams to upgrade payment gateways, implement fraud detection, and roll out football/horse racing mobile interfaces.
Project: National Air Space Real-Time Mobile Applications
Year: 2016
Client: NATS (UK-wide Air Traffic Organisation)
Budget: Corporate custom applications initiative
Details: Managed the secure Agile delivery of Apple iOS applications displaying live military and public airspace information.
Project: Core Systems Interface Data Centre Migration
Year: 2016 (May–October)
Client: Royal Mail Group (RMG) / Postal Services
Budget:£4.3 Million
Details: Led a massive cross-functional team of 90 Capgemini engineers to migrate over 1,100 platform data interfaces ahead of peak annual trading.
Project: Automated Call Centre CCaaS Telephony Implementation
Year: 2017 (May onwards)
Client: Local Regional Government
Budget:£400,000
Details: Deployed a programmatic dialler system linked with Microsoft Azure CRM to facilitate the “Support for Mortgage Interest” campaign.
Project: Automotive Online Car Sales and Digital Readiness
Year: 2017 (October)
Client: Jaguar Land Rover (JLR) / Aston Agile Delivery Centre
Budget:£1.1 Million (Split into a £670k Customer Sales Portal and a £430k Readiness project)
Details: Engagement Manager implementing a new-car ecommerce vehicle pipeline.
Budget:£1 Million+ (Part of a larger £13.5M cloud program moving 130 apps)
Details: Orchestrated the launch and configuration of Azure Cloud frameworks migrating 12 historical Dynamics 2016 platforms to Dynamics 365 Online.
Project: Fish Export Service (FES) to CHIP Inspection Portal
Year: 2023–2024 (Nov–Feb)
Client: UK Government / Northern Ireland Trading Framework
Budget:£1 Million+
Details: Served as Technical Delivery Manager directing Agile Scrum teams to build cloud-hosted APIs supporting catch verification under the Windsor Framework.
A Capgemini Engagement Manager is a senior-level, client-facing role responsible for end-to-end delivery of complex business and technology transformation programs. They bridge strategy and execution, acting as a trusted advisor to clients while maintaining operational and financial control over projects.
Engagement Manager, from 2016
Key Responsibilities
End-to-End Delivery: Overseeing projects from start to finish, ensuring milestones, SLAs, and contractual obligations are met on time and within budget.
Stakeholder Management: Acting as the primary client point of contact while aligning cross-functional and globally distributed delivery teams.
Risk & Governance: Identifying potential roadblocks, proactively managing risks, and ensuring strict adherence to project governance standards.
Business Growth: Spotting opportunities for additional business and supporting bid activities for account expansion.
Mark Whitfield, Engagement Management EM Level 2 Exam Passed 2017
Ideal Candidate Profile
Experience: Typically requires a degree in Business, Engineering, or IT, combined with at least 5+ years of experience in project management or service delivery within a B2B environment.
Skills: Strong commercial acumen, proficiency in formal methodologies (e.g., Agile, ITIL), and the ability to lead diverse, multinational teams.
C&CA UK’s Communications & Engagement Award Winner 2022, Cloud & Custom Applications, Mark Whitfield
Mark Whitfield, an SC cleared Senior Project Manager based in the Manchester area, has over 30 years of experience transitioning from a software engineer to an IT program leader.
His extensive technical and project management training spans methodologies, cloud infrastructure, and software applications.
A detailed breakdown of his training, certifications, and academic background includes:
Project Management Methodologies
PRINCE2 Practitioner: Certified via the ILX Group.
Agile SCRUM: Trained in-house with RADTAC.
Advanced Engagement Management: Level 2 certification completed via Capgemini.
Project Fundamentals: Completed “Fundamentals of Successful Project Management” and “Managing Multiple Projects” via Skillpath.
Microsoft Project: Microsoft Project ’98 certified.
Technical & Cloud Training
Microsoft Azure: AZ-900 Microsoft Certified Azure Fundamentals.
MuleSoft: Completed outcome-based delivery training and is a specialized Delivery Manager.
Technical Programming: Includes foundational database and software language training, such as C++ and MS SQL 2000 query training, as well as VPS and Tandem (HPE NonStop) technical/development courses.
Productivity: Completed Microsoft Excel Refresher and Expert skills training (Udemy and Microsoft).
Formal Education
Higher National Diploma (HND): Graduated with a Distinction (top) in Computing (1990).
PRINCE2 (Projects IN Controlled Environments) is a globally recognized, process-driven project management methodology. It provides a structured, scalable approach to manage projects from start to finish. It is built on 7 core principles, 7 themes, and 7 step-by-step processes.
May 2011 – Registered PRINCE2 Practitioner with ILX
The 7 Pillars of PRINCE2
To truly grasp PRINCE2, you should be familiar with its three core elements:
7 Principles: Continued business justification, learn from experience, defined roles and responsibilities, manage by stages, manage by exception, focus on products, and tailor to suit the project environment.
7 Themes: Business Case, Organization, Quality, Plans, Risk, Change, and Progress.
7 Processes: Starting Up, Directing, Initiating, Controlling a Stage, Managing Product Delivery, Managing a Stage Boundary, and Closing a Project.
Example MS Excel PRINCE2 template (available on this website)
Detailed Timeline Breakdown by Year
The evolution of PRINCE2 spans over 50 years, transitioning from an internal UK IT standard into a global, flexible methodology.
Mid-1970s: Simpact Systems Limited creates the PROMPT methodology (Project, Resource, Organization, Management, and Planning Technique).
Early 1980s: The Central Computer and Telecommunications Agency (CCTA) in the UK licenses PROMPT to manage complex IT overruns.
1989: CCTA enhances the PROMPT method, renames it to PRINCE (PROMPT in the CCTA Environment), and mandates it for UK IT projects.
1990: PRINCE is released into the public domain and experiences widespread private and public sector adoption.
1996: The UK Cabinet Office officially publishes PRINCE2 and its global certifications. The acronym is updated to PRojects IN Controlled Environments and adapted to fit any industry or project type (not just IT).
2000: Ownership transfers to the newly formed Office of Government Commerce (OGC) in the UK.
2002/2005: Manual structure undergoes major revisions to strengthen the methodology’s “product-based planning” approach.
2009: A massive “Refresh” is released. This update simplifies the framework, introduces the foundational 7 principles, and significantly improves customization.
2013: Ownership transitions to AXELOS Ltd, a joint venture between the UK Government and Capita.
2017: AXELOS publishes the PRINCE2 2017 Update (later designated the 6th Edition). This update places heavy focus on tailoring the method to project scale, flexibility, and practical execution.
2018:PRINCE2 Agile is launched, combining the traditional, controlled PRINCE2 governance model with agile delivery methods.
2021:PeopleCert, a global examination provider, acquires AXELOS and takes full ownership of the PRINCE2 methodology.
2023–Present: PeopleCert releases the PRINCE2 7th Edition, which brings modernizations, digital improvements, and greater sustainability tracking, branding the framework simply as “PRINCE2 Project Management”.
To explore the latest resources, certification paths, or officially recognized guides, you can visit the PRINCE2 Official Website or the community-driven PRINCE2 Wiki.
Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents spanning the entire project lifecycle. Designed for PRINCE2, Agile Scrum, and Waterfall methodologies, the suite helps project managers streamline planning and tracking. The toolkit is available on platforms like Mark Whitfield’s Project Templates and Etsy – ProjectTemplatesSoft.
Here is a detailed breakdown of the templates by type:
1. Planning & Scheduling Templates
These templates help structure timelines, resource allocation, and task dependencies.
MS Project Plans (.mpp): Detailed, annotated files spanning full Software Development Life-Cycles (SDLC) and PRINCE2 7th Edition. Includes sprint overviews for Agile teams.
Excel Detailed Plans: Full Gantt chart and task tracking for users who do not have MS Project. Includes self-populating columns for baseline variance, actual effort, and RAG (Red/Amber/Green) status.
Plan on a Page (POaP): Over 30 PowerPoint slide designs that simplify complex project timelines, allowing you to present the overarching plan to clients and executives without overwhelming them with micro-details.
2. RAIDs Log Templates
These core tracking documents help manage the unknowns and variables of your project.
Basic RAIDs Log: Simple trackers for Risks, Assumptions, Issues, and Dependencies.
Comprehensive RAIDs Log: Highly detailed sheets with separate tabs to track supplier details, individual deliverables, Change Requests (CR), and out-of-scope (OOS) tasks.
3. Financial Management Templates
Designed to maintain tight control of your budget and forecast.
Monthly Finance Tracker: Simple sheets to monitor monthly forecasts, actuals, annual leave, and monthly variances.
Project Cost Tracker: Full-featured financial spreadsheets providing rate lookups, margin calculations, expense logs, and built-in charts for financial reporting.
4. Governance & Project Controls
These templates form the administrative and structural backbone, primarily based on the PRINCE2 methodology.
Project Initiation Documentation (PID): Includes templates for the Business Case, project approach, roles & responsibilities, and team structure.
Reports: Standardized documents for Checkpoint Reports, Highlight Reports, End-Stage Reports, and Exception Reports.
Logs & Registers: Tailored templates for Lessons Learned, Quality Management, and Configuration Item Records.
5. Stakeholder & Team Management Templates
Focused on communication and team alignment.
RACI Matrix: A tracker to define exactly who is Responsible, Accountable, Consulted, and Informed for each project task.
Stakeholder Analysis: Charts and planning tables designed to measure stakeholder “influence vs. impact” so you know exactly how to manage expectations.
Mobilisation Kit: Onboarding documents and team kickoff presentations to get new resources up to speed quickly.
6. Agile & Specialized Execution Templates
Agile Dependency Tracking: Tools designed specifically to monitor user stories that have hard dependencies on external suppliers or stakeholders.
Burn Down / Burn Up Charts: Visual aids in Excel to track sprint velocity and project progression against deliverables.
Benefits Realization Plan: A spreadsheet that evaluates the project’s completed deliverables against the organization’s original business goals and financial targets.
All templates are designed for use across desktop, tablet, and cloud platforms. Purchases on his site come with lifetime free upgrades for any additions he makes to the package.
Choosing between PRINCE2 and PMP depends on your career goals and location. PMP is a global, experience-based standard highly valued in the US and multinational corporations. PRINCE2 is a process-based methodology heavily favored in the UK, Europe, and government/public sectors.
A high-level text overview highlights the following core differences:
Project Management Professional (PMP)
What it is: A globally recognized framework and body of knowledge (PMBOK) that certifies a manager’s broad project leadership skills.
Focus: People, processes, and business domains. It is highly flexible and covers predictive (waterfall), agile, and hybrid methodologies.
Requirements: Strict prerequisites. Requires 36–60 months of project management experience and 35 hours of project management education before you can take the 180-question exam.
Best for: Experienced project managers seeking global mobility and opportunities in corporate and private sectors.
What it is: A structured, prescriptive methodology that gives you a step-by-step guide on how to run a project from start to finish.
Focus: Governance, defined roles, continuous business justification, and documentation. It uses a scaleable “Tailoring Approach” so it can be adapted to projects of varying sizes.
Requirements: No mandatory experience needed for the Foundation level, making it accessible to beginners. The Practitioner level tests your ability to apply the framework.
Best for: Early-to-mid career professionals and those targeting government, NHS, or public sector roles within the UK and Europe.
Official Hub: Browse certification pathways via Axelos.
Mark Whitfield, a Manchester-based Senior IT Project Manager, has completed extensive professional training throughout his career, focusing on project management methodologies, delivery software, and technical tools.
Core Project Management Methodologies :
PRINCE2 Practitioner: Certified as a registered PRINCE2 Practitioner in May 2011 via the ILX Group (Gold e-Learning).
Agile SCRUM Training: Attended in-house training with RADTAC in May 2011.
Advanced Engagement Management (Level 2): Completed at Capgemini in November 2017.
Project Management Fundamentals: Completed “Fundamentals of Successful Project Management” in February 2000 through Skillpath in Manchester.
Managing Multiple Projects: Attended “Managing Multiple Projects, Objectives and Deadlines” in October 1999/1998 via Skillpath.
Software & Cloud Platforms :
AZ-900 Microsoft Azure Fundamentals: Certified in February 2022.
Microsoft Project: Completed the Microsoft Project ’98 Certification Series in May 2000 through the IIL UK Education Centre in Reading.
Microsoft Excel Expert Skills: Upgraded skills via a 2017 Expert course and a July 2024 Udemy refresher.
Technical & Programming Courses :
Tandem / HP NonStop: Completed Tandem Guardian Principles (1993), Tandem Performance Analysis (1995), and Tandem TAL Programming (1995).
C / C++ Programming: Attended “C++ for Non-C Programmers” with Comtec Computer Training in March 1997.
Database Querying: Completed “Querying Microsoft SQL 2000 with Transact SQL” via QA Training in March 2009.
Web Applications: Attended “Developing MS ASP Web Applications using MS Visual Studio .NET” in January 2007.
Marketing & Communication Training :
Writing for the Web: Completed in May 2009 with gbdirect (iTrain Education in London).
Brochure & Document Design: Attended a SkillPath Seminar on designing marketing brochures and reports in April 2006.
Mark Whitfield is a highly experienced Senior IT Project Manager based in Manchester, UK, with over 31 years of experience in the IT industry specializing in both Agile and Waterfall methodologies. He holds SC clearance (valid until 2031) and has a strong technical background in banking and digital project delivery, including experience as a developer in software development lifecycles (SDLC).
Mark Whitfield is a highly experienced Senior IT Project Manager based in Manchester
Professional Biography
After graduating in Computing in 1990, Mark began his career as a programmer specializing in Electronic Banking software on Tandem Mainframe Computers (HPE NonStop). He spent five years coding in COBOL85 and NonStop SQL for banking clients before transitioning into project management.
Mark has operated as a Senior IT Project Manager for over two decades, delivering complex projects for major blue-chip clients, including Jaguar Landrover, Heathrow, Royal Mail Group, and various financial institutions. He currently provides project management templates based on his extensive experience via his website, PROject Templates.
Example POaP Plan On a Page templates by Mark Whitfield
Projects: Delivered Waterfall and Agile digital projects for automotive, local regional government (LRG), postal services, and aerospace & defence sectors.
C&CA UK’s Communications & Engagement Award Winner 2022
Betfred (Late 2014 – Jan 2016)
Role: Senior IT Project Manager.
Projects: Managed mobile and online gambling/casino projects, including payment gateways, sportsbook, and virtual gaming using Agile SCRUM.
Wincor Nixdorf (Sept 2013 – Late 2014)
Role: Agile IT PM, Professional Services – Banking Division.
Projects: Managed ATM software delivery (Wincor Nixdorf work stream >£5M) for Lloyds Banking Group/Halifax.
Mark Whitfield provides a variety of Plan On a Page (POaP) templates designed to simplify complex project schedules into a single, high-level visual. These templates are typically available through his official website as part of a larger project management toolkit that includes over 200 editable documents.
PowerPoint Plan On a Page (POaP) templates
Mark Whitfield’s POaP Template Formats
Whitfield’s templates are available across multiple platforms to suit different project needs:
PowerPoint POaP Templates
Includes over 35+ slide examples showing different ways to visualise a Software Development Life Cycle (SDLC) plan. These are ideal for client presentations where high-level detail is needed.
Excel POaP & Tracker Templates
Features Gantt views, resource costing grids, and Agile Sprint views. Some Excel versions allow you to align the POaP with resource availability and overall phase costs, useful for project bids.
MS Project (MPP) Templates
Detailed PRINCE2 and Waterfall templates that can be condensed into a “timeline” view to serve as a POaP. These are annotated for tasks like Agile Scrum ceremonies or specific PRINCE2 7th Edition stages.
Key Features of the POaP Templates
Adaptability: Templates are designed to be tailored for Waterfall (PRINCE2) or Agile (Scrum/Sprints) methodologies.
Integrated Tracking: Often bundled with RAID logs (Risk, Action, Issue, Dependency) and RACI trackers to provide a complete overview beyond just the schedule.
Visual Dashboards: Many versions include self-populating charts and summary dashboards for at-a-glance status reporting.
Availability: Templates can be purchased individually or as a bulk pack on Mark Whitfield’s Website or through platforms like Etsy and Eloquens.
PRINCE2 Agile combines the structured governance of PRINCE2 with the flexibility of agile methods (like Scrum and Kanban) to manage projects effectively. It focuses on maintaining control, transparency, and high-quality delivery while empowering teams, making it ideal for fast-paced environments.
Key Aspects of PRINCE2 Agile:
Structure + Flexibility: It provides the framework to guide projects, while allowing the use of agile techniques to build the product.
Key Focus Areas:
The Agilometer: Assesses the level of risk and agility in a project.
Requirements: Prioritized to ensure the most valuable features are delivered first.
Rich Communication: Emphasizes face-to-face interaction and team rooms.
Frequent Releases: Ensures regular delivery and feedback loops.
Tailored Governance: Allows projects to remain aligned with organizational goals while keeping the flexibility needed for innovation.
Compatibility: Works well with various agile methods including Scrum, Kanban, and Lean Startup.
Main Benefits:
Increased Flexibility: Enables faster adaptation to changes and new information.
Improved Quality: Focuses on delivering high-quality products that meet client needs.
Enhanced Control: Provides necessary governance for project success.
When to Use:
Projects requiring both structure and high responsiveness.
Teams using Agile techniques who need to satisfy governing bodies.
Situations demanding regular, iterative delivery of results.
PRINCE2 (PRojects IN Controlled Environments) is a structured, process-driven project management method used internationally to deliver projects within time, cost, and quality constraints. Originally developed for IT projects, it has evolved into a generic, flexible, and scalable framework applicable to any type of project, now owned by PeopleCert.
Detailed Overview of PRINCE2 (2026 Framework)
As of 2026, the current framework is PRINCE2 7th Edition, launched in late 2023. It is characterized by its focus on people, digital tools, and sustainability, while retaining its core focus on governance.
MS Project MPP template example
1. The Seven Principles (Why PRINCE2 is used)
Continued Business Justification: A project must have a valid business case.
Learn from Experience: Lessons are documented and used.
Defined Roles and Responsibilities: Clear organizational structure.
Manage by Stages: Projects are broken into manageable chunks.
Manage by Exception: Empowerment given to managers to act within tolerances.
Focus on Products: Focus on deliverables rather than activities.
Tailor to Suit the Project: Adapted to suit the project’s size, environment, and complexity.
2. The Seven Themes (What must be managed)
Business Case
Organization
Quality
Plans
Risk
Change
Progress
3. The Seven Processes (How to manage)
Starting up a Project
Directing a Project
Initiating a Project
Controlling a Stage
Managing Product Delivery
Managing a Stage Boundary
Closing a Project
4. Certification Levels
Foundation: Confirms basic knowledge of the methodology.
Practitioner: Tests the ability to apply and tailor the method to scenarios.
Detailed Timeline Evolution by Era and Year
PRINCE2 has evolved from a niche IT methodology to a global standard through three major revisions.
Era 1: The Foundations (1975–1989)
1975: Simpact Systems Ltd. creates the PROMPT (Project, Resource, Organization, Management, and Planning Technique) methodology.
Early 1980s: UK Central Computer and Telecommunications Agency (CCTA) licenses PROMPT.
1989: CCTA enhances PROMPT II, renaming it PRINCE (PROMPT in the CCTA Environment), mandated for UK IT projects.
Era 2: Launch and Public Adoption (1990–2005)
1990: PRINCE is released into the public domain.
1996:PRINCE2 is released by CCTA, designed for a broader range of projects (non-IT).
2000: Ownership transfers to the UK Office of Government Commerce (OGC).
2002/2005: Major revisions to the manual structure, strengthening the “product-based planning” approach.
Era 3: Modernization & Privatization (2009–2021)
2009: Major “Refresh” released, introducing the seven principles, themes, and processes. Focuses on simplicity and customizability.
2013: Ownership transfers to AXELOS Ltd, a joint venture between the UK Government and Capita.
2017:PRINCE2 2017 Update (6th Edition) is released, focusing on enhanced flexibility and tailoring guidance.
Mark Whitfield is a highly experienced, SC-cleared Senior Project Manager and IT professional with over 31 years of experience in both public and private sectors, specializing in software development, cloud migration, and IT systems delivery.
He is currently associated with Capgemini (since 2016) and runs a project management resource website, PROject Templates.
Joined Capgemini in 2016 having worked at ascending points in software development lifecycle projects for over 31 years
Key Qualifications & Experience:
Roles: Senior Project Manager, Engagement Project Manager, Delivery Manager, and former programmer.
Methodologies: PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches.
Sector Experience: Extensive experience in finance and banking, including ATM software swap-outs, cloud migration (Azure, AWS, Power Platform), and POS monitoring systems.
Background: Graduated in Computing in 1990; worked as a developer (COBOL, SQL, Tandem / HPE NonStop) before transitioning to project management.
PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches
Professional Highlights:
Delivered major projects for clients such as Barclays, Bank of England, HSBC, Royal Mail Group, UK & Welsh Government, Heathrow, and Jaguar Land Rover.
Led complex IT infrastructure projects and business transformations.
Maintains mark-whitfield.com, offering over 200 project management templates, trackers (RAID, budget, benefit, cost etc.), and many plans for Agile / Waterfall projects including 30+ Plan On a Page (POaP) and MS Project MPP examples (click on Blog above for a summary).
Provides specialized templates for PRINCE2 7th edition and MS Project (MPP).
December 2022 – C&CA UK’s Communications & Engagement Award Winner – Cloud & Custom Applications – Capgemini UKNovember 2017 – Advanced Engagement Management Course – Level 2 ExamJune 1990 – Higher National Diploma in Computer Studies, Distinction
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.
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 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
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.
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 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.
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.
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+)
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:
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.
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.
Many POaP Plan On a Page examples
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.
Example Plan On a Page POaP
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).
SDLC: Detailed Software Development Life-cycle plans.
Deployment/Runbook: Execution and release planning documents.
Agile: Burn down and burn up charts.
Example Agile Scrum Burn Down Chart
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).
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.
Mark Whitfield is a highly experienced SC-cleared Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC), specializing in Agile and Waterfall delivery for financial, automotive, and public sector clients. He has a strong background in HP NonStop (Tandem) systems and currently works for Capgemini.
Mark Whitfield, Senior IT PM and Project templates author
1990–1994: The Software Partnership (Runcorn): Programmer specializing in electronic banking software (sp/ARCHITECT-BANK) on Tandem Computers.
1994–1995: Deluxe Data (formerly TSP): Lead Analyst/Programmer, focusing on software investigation, design, coding, and on-site installation for clients like TSB, Bank of Scotland, and Rabobank.
Development & Technical Specialization (1995–2013)
1995–2013: Insider Technologies Limited: Spent 18 years progressing from Senior Development Engineer to Project Manager for Strategic Technical Initiatives.
Key Roles: Managed Reflex 80:20 and Reflex ONE24 product development, technical pre-sales, and consultancy. Developed diagnostic software for monitoring payment systems (BASE24).
Notable Project: Managed a bid to replace legacy ATM tools at LloydsTSB (5000 ATMs) with Reflex ONE24.
Banking & Digital Project Management (2013–2016)
2013–2014: Wincor Nixdorf: Project Manager in the Professional Services Banking Division, managing a £5m+ work stream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme.
2014–2016: Betfred: Senior Digital Project Manager for the Online and Mobile Division, delivering payment gateways and sportsbooks for iOS, Android, and Windows.
Senior Engagement Management (2016–Present)
2016–Present: Capgemini UK: Engagement Project Manager responsible for delivering both Waterfall and Agile digital projects.
2016 (Approx.): Assigned to a UK-wide Air Traffic organization (NATS) for Apple iOS app delivery.
2018–2019: MuleSoft (Secondment): Served as a Delivery Manager for the Anypoint Platform.
Current Focus: Cloud Migration (Hybrid) of 130 apps for UK Government.
Agile Management: “Mark provided an excellent barrier between us (developers) and a difficult client…ensuring that we followed the agile principles” — Callum Marriage (Developer).
MuleSoft/Capgemini Engagement: “Customers loved him. His was extremely detailed oriented and understood the often-complex needs…never became flustered in high pressure situations” — Delivery Manager, MuleSoft.
Betfred (2015): “I would highly recommend Mark for his ability to successfully multi-task under significant pressure… [he] produced a very comprehensive handover document” — IT Compliance Analyst, Betfred.
Capgemini/JLR Project: “Mark was able to do a good planning, with the correct resources, on time delivery and with good relationship between stakeholders” — Head of Integration Development.
Mark Whitfield’s website (mark-whitfield.com) serves as a professional portfolio and resource hub for his 30+ year career as a SC-cleared Senior IT Project Manager. It offers over 200 editable project management templates for Agile, Waterfall, and PRINCE2 methodologies, alongside career insights and project experience.
Website & Content Overview
Project Management Resources: The site, often known as PROject Templates, provides downloadable templates for planning, scheduling (Gantt charts), project initiation (PID), and project control.
Methodology Focus: Resources are tailored for PRINCE2 (including Agile Scrum), and Agile/Waterfall delivery methods.
Career Portfolio: Features his work history as a Senior IT Project Manager, including roles at Capgemini, Betfred, and various financial institutions.
Technical Specialization: Highlights expertise in HP NonStop systems, digital projects, and payment/transaction systems.
Professional Background: Mentions his experience with major clients such as Jaguar Landrover, Heathrow, Royal Mail, and various banks.
The site is designed for project managers looking for templates to speed up project documentation and for clients looking to review his career accomplishments.
Senior IT Project Manager & Project Templates author – Mark Whitfield
Templates sold on this website are designed for Microsoft Office (Excel, Word, PowerPoint) and MS Project (MPP) and are used for tracking and planning software development lifecycle (SDLC) projects.
Template Breakdown
The templates, often sold in a bundle, include over 200+ editable items aimed at project delivery. Key components include:
Project Planning (MS Project & Excel): Detailed Waterfall project planners with Gantt views, Agile Sprint plans, and Plan on a Page (POaP) examples.
RAID Logs (Risk, Action, Issue, Dependency): Comprehensive Excel trackers for managing risks, issues, assumptions, and dependencies.
Financial & Resource Management: Project finance trackers (forecasts, actuals, variance) and resource trackers for tracking team members and costs.
This is a detailed, comprehensive historical timeline of project management methodologies, tracing the evolution from ancient practices to modern adaptive frameworks.
I. Pre-Modern Era (Before 1900): Foundation of Task Coordination
2570 BC (Great Pyramid of Giza): Completion of the pyramids, demonstrating early project organization with managers for each of the four faces, planning, and logistics.
208 BC (Great Wall of China): Construction of the Great Wall, involving massive workforce organization divided into soldiers, citizens, and criminals.
1850s (Transcontinental Railroad): US railroad projects requiring large-scale resource and schedule management.
1896 (Harmonogram): Karol Adamiecki developed the harmonogram, a predecessor to the Gantt chart (published in 1931).
II. Early Modern Era (1910s–1950s): The Scientific Management Era
This era brought “scientific management” to project control, focusing on efficiency and visualization.
1910s (Gantt Chart): Henry Gantt developed the Gantt chart, a visual tool for scheduling tasks over time.
1911 (Scientific Management): Frederick Taylor published The Principles of Scientific Management, focusing on efficiency and time-saving.
1931–1936 (Hoover Dam): One of the first large-scale applications of Gantt charts for complex scheduling.
1942–1945 (Manhattan Project): Development of the atomic bomb, creating a need for rapid, complex planning and large-scale team coordination.
III. The “Golden Age” of Project Management (1950s–1960s): Formal Methodologies
This era introduced mathematical models for managing complex, interdependent tasks.
1956 (AACE Formed): The American Association of Cost Engineers (now AACE International) was formed, specializing in cost control and scheduling.
1957 (Critical Path Method – CPM): Developed by Dupont Corporation to manage chemical plant maintenance shutdowns.
1958 (Program Evaluation and Review Technique – PERT): Created by the US Navy Special Projects Office for the Polaris missile submarine project to manage task time and risk.
1962 (Work Breakdown Structure – WBS): The US Department of Defense mandated the use of WBS for large, complex projects.
1965 (IPMA Founded): The International Project Management Association (IPMA) was launched, the world’s first project management association.
1969 (PMI Founded): The Project Management Institute (PMI) was launched to promote the profession, later developing the PMP certification.
IV. The “Silver Age” (1970s–1980s): Systems and Controls
1970s (Waterfall Introduction): While used informally earlier, the Waterfall methodology was formalized for software development in the 1970s, emphasizing sequential phases.
1975 (PROMPTII): Simpact Systems Ltd created PROMPTII, a methodology to handle cost overruns in computer projects, which later formed the basis of PRINCE.
1975 (Mythical Man-Month): Fred Brooks published his seminal work on software engineering project management.
1978 (Toyota Production System): Lean production and Kanban techniques, used in manufacturing, began to influence project workflow.
1984 (Theory of Constraints – TOC): Dr. Eliyahu Goldratt published The Goal, introducing the Theory of Constraints for managing constraints (bottlenecks).
1986 (Scrum): Takeuchi and Nonaka defined Scrum as a project management style for fast-paced development.
1987 (PMBOK Guide): The Project Management Institute published the first Project Management Body of Knowledge (PMBOK) white paper.
1989 (PRINCE): The UK government launched PRojects IN Controlled Environments (PRINCE), the standard for information systems projects.
V. Rebirth and Modern Era (1990s–2000s): Agile and Adaptive Methods
1994 (CHAOS Report): The Standish Group published the first report documenting high IT project failure rates.
1995 (Scrum Formalization): Jeff Sutherland and Ken Schwaber formally defined the Scrum framework.
1996 (PRINCE2): PRINCE was updated to PRINCE2 to become a generic, more flexible methodology applicable to all project types.
1997 (Critical Chain Project Management – CCPM): Eliyahu Goldratt invented CCPM, based on the Theory of Constraints.
1998 (PMBOK Standard): The American National Standards Institute (ANSI) recognized PMBOK as a standard.
2001 (Agile Manifesto): 17 software developers met to publish the Manifesto for Agile Software Development, prioritizing collaboration and adaptability over rigid plans.
2007 (Kanban for Software): David Anderson adopted Kanban for software development, focusing on visualizing work and limiting work-in-progress.
VI. The Contemporary Era (2010s–Present): Hybrid, AI, and Speed
2012 (ISO 21500): The International Organization for Standardization published ISO 21500:2012, “Guidance on Project Management”.
2017 (PMBOK 6th Ed & PRINCE2 Update): PMI introduced Agile/adaptive practices into PMBOK, while AXELOS released a more flexible PRINCE2.
2018 (PRINCE2 Agile): PRINCE2 Agile was launched to combine the governance of PRINCE2 with the flexibility of Agile.
2021 (PMBOK 7th Ed): A major shift in PMI standards, moving from process-based to principle-based, focusing on project outcomes.
2020s–Present (AI/Hybrid): Rise of AI-driven project management, automated reporting, and hybrid methodologies combining Waterfall stability with Agile speed.
Project Management Methodologies, historical timeline by era and year
Mark Whitfield is a highly experienced IT Senior Project Manager and Engagement Manager based in Manchester, UK, specializing in Agile Scrum, PRINCE2, and Waterfall methodologies. He holds a degree in Computing (1990) and has extensive experience in IT hardware solutions, financial services, and Aerospace & Defence.
Here is a comprehensive summary of his profile, with links based on the provided search data:
Professional Profile
Name: Mark Whitfield
Role: IT Senior Project Manager / Engagement Manager (SC Cleared)
Mark Whitfield is a highly experienced IT Project Manager, Senior Developer, and SC-cleared consultant with over 30 years of experience, specializing in HP NonStop (Tandem) systems, banking software, and digital transformation projects. He is currently an Engagement Project Manager at Capgemini.
Career Overview
Specialism: HP NonStop (Tandem) mainframes, BASE24, transaction monitoring, Agile/Waterfall methodologies.
1990: Graduated in Computing and started as a Programmer for The Software Partnership in Runcorn, specializing in sp/ARCHITECT-BANK on Tandem Computers.
1990-1994: Developed banking code for TSB, Bank of Scotland, Rabobank, and Girofon (Denmark).
1992: Worked on the Barclays Business Master II (BBM II) project in Knutsford.
1994: Company taken over by Deluxe Data (later FIS).
2. Insider Technologies & Monitoring Era (1995–2013)
1995–2013: Joined Insider Technologies Ltd as a Senior Development Engineer and Project Manager.
1995-2004: Developed monitoring/diagnostic software (Reflex 80:20, Reflex ONE24) for HP NonStop payment systems.
1997: Worked on projects for CRESTCo.
Early 2000s: Focused on HP NonStop transaction/payment monitoring for ATM/POS devices using ACI’s XPNET.
2005-2013: Managed first HP OpenView Operations Smart Plug-In certification for NonStop; designed XPERT24.
2011: Certified as a PRINCE2 Practitioner.
3. Banking Transformation & Consultancy Era (2013–2016)
2013–2014: Wincor Nixdorf UK – Worked as a Project Manager in Professional Services for the Banking Division.
2013-2014: Assigned to Lloyds Banking Group (LBG) for the Self-Service Software Replacement (SSSR) program (ATM estate upgrade).
2014–2016: Joined Betfred as an IT Project Manager in the gambling/casinos industry, delivering mobile/online payment gateways (iOS, Android).
4. Digital Transformation & Capgemini Era (2016–Present)
2016: Joined Capgemini UK as a client-facing Engagement Manager.
2016-2017: Led digital projects for automotive, local government, and aerospace sectors.
2017: Obtained Microsoft Excel Expert skills and Advanced Engagement Management certifications.
2018–2019: Augmented into MuleSoft as a Delivery Manager for the Anypoint Platform.
2022: Completed Microsoft Azure Fundamentals (AZ-900) certification.
2023–2024: Assigned to a UK Government account for a cloud migration of 130+ applications and the Fish Export Service (FES) project.
Key Qualifications
PRINCE2 Practitioner & Agile Scrum
ITIL Certified
SC Cleared (UK Government)
Technical Skills: C, C++, MS SQL, COBOL, TAL, Java, ASP.NET, HP NonStop
PRINCE2 (PRojects IN Controlled Environments) is a structured, process-based project management methodology focusing on organization, control, and business justification. Originating from UK government IT standards in the 1970s, it has evolved into a globally recognized, tailorable standard used in over 150 countries for projects across various industries.
PRINCE2 Project Management Summary
Core Philosophy: Continued Business Justification (projects must make sense financially), Manage by Exception (delegating authority within limits), and Product-Based Planning.
Seven Principles: Projects must have continued business justification, learn from experience, define roles and responsibilities, manage by stages, manage by exception, focus on products, and tailor to suit the project.
Seven Processes: Starting a Project, Directing a Project, Initiating a Project, Controlling a Stage, Managing Product Delivery, Managing a Stage Boundary, and Closing a Project.
Key Themes: Business Case, Organization, Quality, Plans, Risk, Change, and Progress.
Main Benefits: Provides a common language, clear accountability, defined roles, and tailored, consistent documentation.
Detailed Historical Timeline (1975–2023+)
Era 1: The PROMPT Origins (1975–1988)
1975: Simpact Systems Ltd develops PROMPT (Project Resource Organisation Management and Planning Techniques) in response to IT projects running over time and budget. PROMPT II introduces a phased approach (Initiation, Specification, Design, Development, Installation, Operation).
Era 2: The PRINCE Birth (1989–1995)
April 1989: The UK Central Computer and Telecommunications Agency (CCTA) adopts PROMPT II as the standard for IT projects, renaming it PRINCE (initially “PROMPT II IN the CCTA Environment”).
1990: PRINCE is released into the public domain and widely adopted by the private sector for non-IT projects, although it is perceived as too rigid for small projects.
Era 3: The Birth of PRINCE2 (1996–2008)
1996:PRINCE2 is published by the CCTA. It is rewritten for broader use (not just IT), removing jargon to become a generic project management framework.
1998: PRINCE2 begins undergoing revisions based on user feedback.
2000: The Office of Government Commerce (OGC) becomes the owner of PRINCE2.
2002: The international user community begins consultative updates to the method.
Era 4: The Modern Revision Era (2009–2022)
2009:PRINCE2: 2009 Refresh is released by the OGC. This major revision simplifies the method, makes it more customizable, and introduces the seven core principles.
2013: Ownership transfers from the UK Cabinet Office to AXELOS Ltd, a joint venture between the UK Government and Capita.
2017:PRINCE2 2017 Update is published, focusing on increased flexibility, scalability, and better tailoring guidance.
2018: PRINCE2 Agile is launched, bringing a governance layer to agile delivery methods like Scrum and Kanban.
2020: PRINCE2 2017 is renamed “PRINCE2 6th Edition”.
2021: PeopleCert becomes the sole owner of AXELOS and PRINCE2.
Era 5: The Current Era (2023–Present)
September 2023:PRINCE2 7th Edition is released. The update introduces a “People” element, focusing on change management and team leadership, along with new guidance on Sustainability, Commercial, and Digital & Data management.
PRINCE2 Key Evolution SummaryMay 2011 – Registered PRINCE2 Practitioner with ILX, Mark Whitfield
PRINCE2 (PRojects IN Controlled Environments) Overview and Timeline by Year
Waterfall project management is a linear, sequential methodology where progress flows steadily downward through defined phases, much like a physical waterfall. In this model, each stage—such as requirements, design, implementation, and testing—must be fully completed and approved before the next one begins.
Waterfall Project Plans, .xls and .mpp file formats respectively
Core Characteristics
Sequential Design: No overlapping phases; each “cascades” into the next.
Documentation-Driven: Extensive upfront planning and detailed records are required at every step.
Fixed Scope: Requirements are gathered at the start, making the project’s timeline and budget highly predictable but difficult to change.
Specialised Use: Best suited for regulated industries like aerospace, construction, and healthcare, where changes are costly or safety is paramount.
Historical Timeline by Era and Year
The following timeline tracks Waterfall from its origins in post-WWII engineering to its current role in hybrid project management.
Examples, Waterfall Plan On a Page POaP in MS PowerPoint format
The Pre-Formal Era (1950s – 1969)
Software development adopted structured, sequential approaches from engineering, largely driven by complex, high-risk projects.
1956: Herbert D. Benington documented a sequential process for the SAGE project, establishing the technical roots.
Late 1960s: NASA applied linear, rigid methodologies to Apollo missions, setting a precedent for high-stakes, documentation-heavy development.
1968: The NATO Software Engineering Conference highlighted the “software crisis,” prompting a push for formal, disciplined development models.
The Formalisation Era (1970 – 1979)
The model was officially, yet ironically, described and named.
1970: Dr. Winston W. Royce published his foundational paper on managing large software systems, often cited as the origin of the “Waterfall” model, though he originally presented it as a cautionary, flawed approach.
1976: T.E. Bell and T.A. Thayer likely first used the term “Waterfall” in literature.
The Institutional Era (1980 – 1999)
Waterfall became the mandatory standard for large-scale, complex projects.
1985: The U.S. DoD mandated DOD-STD-2167, cementing Waterfall as the standard for military software.
1989: The UK Government introduced PRINCE2, deeply influenced by Waterfall principles.
1994: The U.S. DoD formally abandoned strict Waterfall mandates for more flexible methods.
The Modern & Hybrid Era (2000 – Present)
Waterfall transitioned from the default standard to a specialised methodology.
2001: The Agile Manifesto marked a shift toward iterative development, reducing Waterfall’s dominance.
Present Day: It remains vital in regulated sectors (e.g., aerospace) and is often combined with Agile in hybrid approaches.
Waterfall project management is a linear, sequential methodology
Click on the link in the website banner above to purchase example, editable template project plans shown and many others.
Mark Whitfield is a Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC). He is currently a SC-cleared Engagement Manager at Capgemini UK.
Professional Background by Era
1990–1995: Early Programming (The Software Partnership/Deluxe Data)
Role: Programmer/Lead Analyst.
Focus: Developed electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers (now HPE NonStop).
1995–2013: Senior Development & Product Management (Insider Technologies)
Role: Progressed from Senior Programmer to Project Manager for Strategic Technical Initiatives.
Focus: Developed platform health and diagnostic modules for the “Reflex” monitoring product.
2013–2014: Project Management (Wincor Nixdorf)
Role: Project Manager, Professional Services – Banking Division.
Focus: Managed the Wincor Nixdorf workstream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme.
2014–2016: Digital Project Management (Betfred)
Role: Senior Digital Project Manager, Online and Mobile Division.
Focus: Delivered payment gateways, sportsbooks, and virtual gaming components for iOS, Android, and Windows.
Focus: Leading digital transformation and cloud migration projects for public and private sector clients.
Technologies & Frameworks
Project Methodologies: Agile SCRUM, PRINCE2 (Practitioner), Waterfall, ITIL, and ISO QA.
Mainframe & Infrastructure: HPE NonStop (Tandem), IBM ESB, UNIX shell scripting, and Cloud (MS Azure/AWS).
Programming & Databases: C/C++, MS SQL, Java, COBOL85, TAL, TACL, and SCOBOL.
Tools: MS Project, MS Excel/Office, MuleSoft Anypoint Platform, and Jira.
Major Projects & Customers
UK Government: Managed a £13.5m cloud migration of 130 applications and the £1m+ Fish Export Service (FES) to CHIP portal.
Royal Mail Group (RMG): Managed a £4.3m data centre migration project involving over 1,100 interfaces.
Lloyds Banking Group (LBG): Led a £5m+ self-service software replacement project.
Other Notable Clients: Jaguar Land Rover (JLR), Heathrow, NATS (Air Traffic Control), Barclays, HSBC, Deutsche Bank, and Euroclear.
Awards & Education
Awards:
C&CA UK’s Communications & Engagement Award (2022) at Capgemini UK.
Project Recognition Award from Wincor Nixdorf for achievements on the LBG SSSR project.
Education:
HND in Computer Studies (Distinction) from the University of Greater Manchester (formerly BIHE), 1988–1990.
A-Levels in Computer Science and Biology from Leigh College.
Project Management Templates
Whitfield provides a library of over 200 editable resources through his site, PROject Templates, designed for Agile, Waterfall, and PRINCE2 7th Edition delivery. Key items include:
Plan on a Page (POaP): Over 35+ executive-level summary slides.
Detailed Project Plans: Templates in MS Project (MPP) and Excel for SDLC tracking.
RAID Logs: Comprehensive registers for risks, actions, issues, and dependencies.
PRINCE2 management products are the 26 standard documents (templates) used to manage a project throughout its lifecycle. They are categorised into Baselines (plans and definitions), Records (registers and logs), and Reports (periodic updates).
PRINCE2 Microsoft Project & Excel templates
Management Products Overview
The core templates provided in the methodology ensure consistent project control. Official templates are often available through accredited providers, this website or the official AXELOS website.
Baselines: Used to define the project foundation (e.g., Business Case, Project Initiation Document, Plan).
Records: Dynamic logs to track day-to-day data (e.g., Risk Register, Issue Register, Lessons Log).
Reports: Snapshots of progress or specific events (e.g., Highlight Report, Checkpoint Report, Exception Report).
Historical Timeline of Templates & Methodology
The evolution of these products reflects a shift from rigid, IT-specific documents to flexible, industry-agnostic templates.
The Pre-PRINCE Era (1975 – 1988)
1975: PROMPT II (Project Resource Organisation Management and Planning Techniques) was developed by Simpact Systems Ltd.
Key Focus: Introduced the concept of project phases (Initiation, Specification, Design) but was strictly for IT.
The PRINCE Era (1989 – 1995)
1989: PRINCE (PROMPT II in the CCTA Environment) launched by the UK Government’s CCTA.
Key Focus: Added Critical Path Analysis and formal management roles, but remained IT-heavy and rigid.
The PRINCE2 Emergence (1996 – 2008)
1996: PRINCE2 (1st Edition) was released as a generic framework.
Key Change: IT-specific jargon was removed to make templates applicable to any industry.
2002/2005: Minor updates (3rd and 4th Editions) focused on minor refinements based on user feedback.
The Revision Era (2009 – 2022)
2009: PRINCE2:2009 Refresh (5th Edition) introduced the seven core principles.
Key Change: Templates were simplified and made more customisable to reduce “prowess-driven” bureaucracy.
2017: PRINCE2 6th Edition (formerly the 2017 Update) launched.
Key Change: Emphasis on Tailoring and scalability for different project sizes.
The Modern Era (2023 – Present)
2023: PRINCE2 7th Edition was released.
Key Change: Added a “People” element and introduced three new management approaches: Sustainability, Commercial, and Digital & Data.
Template Kits & Resources
For those seeking pre-formatted digital versions:
PRINCE2 7th Edition Template Bundle: Comprehensive sets including MS Project MPP, Excel Gantt charts, and Word artifacts are available at Etsy and eBay.
Specialised Packs: Focused collections like the PRINCE2 Control & Monitoring Pack can be found at WorkFlo Design.
Individual Documents: Individual templates like the Project Initiation Document (PID) are often sold separately for specific project needs.
PRINCE2 Templates can be purchased directly from this website including a Microsoft Project Plan in MPP format and also a Microsoft Excel Project Plan in XLS format, see below and website link.
PRINCE2 Management Products Templates Overview and Historical Timeline
PRINCE2 Microsoft Project MPP file templatePRINCE2 Microsoft Excel XLS template 1PRINCE2 Microsoft Excel XLS template 2
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).
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.
This is a Project Management Group Café for PM students, graduates and professionals looking to either locate, discuss or contribute ideas for PM templates for; Agile, Scrum, Kanban, PRINCE2 Waterfall projects, e.g. Plan on a Page (POaP), RACI, MPP, RAID logs, finance trackers, status reports, org charts etc. etc.
A gallery and inventory of screenshots for the Project Management Templates (both Agile and PRINCE2 waterfall projects) that are all available to be purchased as a bundle from this website link (note: upgrades to the latest template package after purchase, are totally FREE).
PM templates include MS Project MPP and MS Excel detailed plans including PRINCE2 and Agile delivery, Gantt Plan on a Page examples (POaP), finance trackers, status reports, RAID logs (Risk, Issue, Assumption, Dependency log), RACI tracker (Responsible, Accountable, Consulted, Informed), agile burn down chart and burn up chart, resource tracker, benefits realization plan etc. etc.
PRINCE2 and Agile Project Management Templates Galleryexamples
MPP Microsoft Project Plan ExamplesAgile Scrum Burn Down (and Up) Chart in Microsoft ExcelExample Microsoft Excel Spreadsheet Examples for Project Planning
Mark Whitfield is a highly experienced IT professional with a career spanning over 30 years, transitioning from a technical programmer to a senior digital engagement and project manager. His expertise is rooted in HPE NonStop (Tandem) systems and has evolved to encompass complex Agile and Cloud delivery across diverse industries.
Early Technical Era (1990–1995)
Following his graduation in Computing in 1990, Whitfield began his career as a Programmer at The Software Partnership (later Deluxe Data).
Focus: Electronic banking software, specifically sp/ARCHITECT-BANK on Tandem Mainframe Computers.
Key Work: Developed code for major banks including TSB, Barclays, and Rabobank. This included early digital innovations like voice-driven phone banking and inter-account transfers before the internet was widespread.
Growth and Product Management Era (1995–2004)
Whitfield joined Insider Technologies Limited (ITL) in 1995 as a Senior Programmer.
Focus: Platform health and diagnostic software for HPE NonStop systems.
Key Projects:
Co-developed diagnostic plug-ins for the Reflex monitoring suite.
Managed the first HP OpenView Operations (OVO) Smart Plug-In certification for the NonStop platform in 2002.
Consulted for CRESTCo (Euroclear) in 1997, conducting benchmark testing on new S7000 nodes.
Strategic Leadership and Project Management Era (2005–2014)
During this decade, he transitioned into IT Project Management, focusing on high-value financial transaction tracking.
Focus: Waterfall and Agile project delivery for payment systems and banking infrastructure.
Key Milestones:
2011: Led a massive transaction tracking project at Al Rajhi Bank (Saudi Arabia), parsing terabytes of tape-archived data into a normalised SQL database.
2013–2014: At Wincor Nixdorf, managed a £5+ million project for Lloyds Banking Group to migrate ATM driving responsibilities from legacy systems to AIX-based Oracle technologies.
Senior Digital Engagement Era (2014–Present)
Since 2014, Whitfield has focused on senior-level digital transformation and engagement management.
Betfred (2014–2016): Served as Senior Digital Project Manager for online and mobile platforms (iOS/Android), managing fraud detection and payment gateway integrations.
Capgemini (2016–Present): Joined as an Engagement Manager (SC cleared).
Focus: Managing large-scale Agile and Waterfall digital projects across aerospace, defence, and government sectors.
Notable Projects: Leading a £13.5m programme to migrate 130 UK government applications to the cloud (AWS/Azure) and delivering real-time airspace monitoring apps for air traffic organisations.
Mark Whitfield is a highly experienced Senior IT Project Manager and former developer with over 30 years of expertise in HP NonStop (formerly Tandem) systems, primarily within the electronic banking and payments sectors. He is currently a Senior Project Manager at Capgemini (SC cleared until 2031) and maintains a professional portfolio at mark-whitfield.com.
Historical Timeline & Customer Breakdown
1990 – 1995: The Software Partnership / Deluxe Data (now FIS)
Customer/Projects: Developed electronic banking software, specifically sp/ARCHITECT-BANK, for major financial institutions including TSB, Bank of Scotland, Rabobank, and Girofon (Denmark).
Technical Breakdown: Focused on low-level programming using COBOL85, NonStop SQL, and TAL (Transaction Application Language).
Role: Programmer.
1995 – 2013: Insider Technologies Ltd (ITL)
Customer/Projects: Focused on HP NonStop monitoring, diagnostic, and payment software for high-value banking clients. Key products included Enterprise Manager, XPNET, BASE24, and EPS.
Technical Breakdown:
XPERT24: Produced technical designs for this performance monitoring tool to track XPNET layers and transaction interchange counters (ATM/POS approval rates).
RTLX Payments: Served as IT Project Manager for RTLX (Real-Time Long-term eXchange) payment software.
Infrastructure: Extensive use of Guardian utilities (PATHWAY, SCF, FUP, INSPECT), TACL, and SCOBOL.
Role: Software Design, Team Leading, and Product Management.
2013 – 2016: Freelance / Contract Projects
Customer/Projects: Managed software development lifecycle (SDLC) projects for various blue-chip companies.
Role: IT Project Manager.
2016 – Present: Capgemini
Customer/Projects: Managing large-scale digital and public sector transformations. Notable clients include UK Government (MS Azure Cloud migration), Jaguar Land Rover (JLR), Heathrow, Royal Mail Group, Bank of England, HSBC, Barclays, and Deutsche Bank.
Technical Breakdown: Transitioned from legacy Tandem environments to modern Agile Scrum delivery and Microsoft Azure Cloud hosting.
Mark Whitfield is a Senior Project Manager with over 30 years of experience in delivering PRINCE2 Waterfall and Agile Scrum projects. Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates), he provides a comprehensive bundle of over 200 professional project management templates.
Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates)
Author Overview: Mark Whitfield
Professional Background: Graduated in Computing in 1990 and began his career as a programmer in electronic banking software.
Expertise: Senior Project Manager and PRINCE2 Practitioner with extensive experience in the Software Development Lifecycle (SDLC).
Value Proposition: His templates are designed to be “imitation-proof” professional toolsets used in real-world project delivery.
Support Policy: Offers FREE upgrades and additions for life to anyone who purchases his template bundles; users simply contact him via Etsy or his official website.
The expanded inventory typically included in his master ZIP file covers the entire project lifecycle across various formats (Excel, Word, PowerPoint, and MS Project).
1. Planning & Scheduling Templates
MS Project (MPP) Plans: Detailed SDLC Microsoft Project plans adaptable for Waterfall and Agile Scrum, including PRINCE2 7th Edition specific plans.
Excel Project Planners: Robust Waterfall and PRINCE2 planners with automated Gantt views, designed for users without MS Project licenses.
Plan on a Page (POaP): High-level PowerPoint and Excel templates for stakeholder presentations, showing project timelines and key milestones.
Agile Frameworks: Templates for Sprint planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
2. Tracking & Control (RAID & RACI)
Comprehensive RAID Log: An Excel-based master tracker for Risks, Assumptions, Issues, Dependencies, and Decisions.
RACI Matrix: For defining roles and responsibilities (Responsible, Accountable, Consulted, Informed).
Agile Trackers: Includes Burn Down and Burn Up charts for teams not using Jira or similar tools.
3. Financial & Resource Management
Project Financial Tracker: Detailed spreadsheets for tracking forecasts, actuals, margins, and variance.
Resource Costing Grid: Tools for estimating resource costs across project phases, useful for bidding and Statements of Work (SoW).
Mark Whitfield provides a comprehensive suite of over 200 editable project management templates designed for Agile, Waterfall, and PRINCE2 methodologies. These tools are based on his 30+ years of project delivery experience in high-stakes sectors like banking and aerospace.
Overview of Project Management Templates
Whitfield’s collection, available on his official website and Etsy, includes specialized tools for various delivery phases:
Planning & Scheduling: Includes Plan on a Page (POaP) (30+ PowerPoint examples for executive summaries), detailed MS Project (MPP) plans, and Excel-based Gantt charts for those without MS Project licenses.
Tracking & Control: RAID Logs (Risks, Actions, Issues, Dependencies/Decisions) with built-in charts, and RACI Trackers for defining roles and responsibilities.
Methodology-Specific Tools:
PRINCE2: Full 7th Edition MS Project plans and standard Word templates.
Agile/Scrum: Agile burn-down and burn-up charts, story dependency trackers, and sprint overview templates.
Financial Management: Detailed trackers for budgets, forecasts, actuals, margins, and resource costing per project phase.
Reporting & Governance: Weekly/monthly status report templates (Word and PowerPoint), project organization charts, stakeholder analysis plans, and meeting minutes.
Delivery & Mobilization: Onboarding kits, deployment runbooks, and Statement of Work (SOW) guidance for both Agile and Waterfall.
Historical Career Timeline
Mark Whitfield’s template development is rooted in a career that evolved from technical programming to senior engagement management.
1990–1995: The Software Partnership / Deluxe Data: Started as a programmer specializing in electronic banking software for Tandem Computers (HPE NonStop).
1995–2013: Insider Technologies (18 years):
1997: Consultant at CRESTCo (now Euroclear) for volume testing and performance benchmarking.
2002: Managed the first HP OpenView Operations 2-way Smart Plug-In certification for the NonStop platform.
Early 2000s: Transitioned to IT Project Manager, managing waterfall projects for real-time log extraction (RTLX) products for clients like HSBC.
Late 2000s–2013: Senior roles in product and project management, managing large-scale transaction monitoring for global banks.
2013–2014: Wincor Nixdorf: Served as a Project Manager for the Banking Division, managing a £5m+ project for Lloyds Banking Group (LBG) to replace legacy software across their ATM estate.
2014–2016: Betfred: Senior IT Digital Project Manager in the Online and Mobile Division, delivering projects using the Agile Scrum framework.
2016–Present: Capgemini UK:
2016: Lead Project Manager for a UK Air Traffic organization, delivering iOS apps for airspace visualization.
2023–2024: Technical Delivery Manager for a £1m+ UK Government project involving fish export and health document portals.
Current: Serving as an Engagement Manager (Certified PRINCE2 Practitioner and Agile SCRUM) augmented into MuleSoft.
Project Management Templates Overview and Author Timeline
In PRINCE2, a project is managed through a series of management stages, which are discrete sections of a project that the Project Board authorises at specific decision points. Every PRINCE2 project must have at least two stages: an initiation stage and at least one further delivery stage.
PRINCE2 Management Stages Overview
A detailed breakdown of these stages, aligned with the seven core PRINCE2 processes, is provided below.
1. Starting Up a Project (SU)
This is a pre-project process designed to determine if the project is viable and worthwhile before committing significant resources.
Key Activities:
Appointing the Executive and Project Manager.
Developing an Outline Business Case.
Creating a Project Brief which defines objectives and scope.
Planning the initiation stage itself.
2. Initiating a Project (IP)
This represents the first management stage of the project. It establishes the firm foundation for the project’s execution.
Key Activities:
Creating the Project Initiation Documentation (PID), which includes the full Business Case, Project Plan, and management strategies for risk, quality, and communication.
Setting up project controls and refining the project approach.
Securing formal approval from the Project Board to proceed.
3. Directing a Project (DP)
This is an ongoing process that spans the entire project lifecycle, focusing on high-level decision-making by the Project Board.
Key Activities:
Authorising the project to start and approving each subsequent stage.
Giving ad hoc direction and advice to the Project Manager.
Making the final “stop/proceed” decisions at stage boundaries.
4. Controlling a Stage (CS)
This covers the day-to-day management of each delivery stage by the Project Manager.
Key Activities:
Assigning work to teams via Work Packages.
Monitoring progress and managing risks and issues.
Reporting status to the Project Board through Highlight Reports.
5. Managing Product Delivery (MP)
This process manages the link between the Project Manager and the Team Managers who are actually building the products.
Key Activities:
Teams accepting and executing Work Packages.
Ensuring work meets the specified quality standards.
Delivering completed and tested products back to the Project Manager.
6. Managing a Stage Boundary (SB)
This occurs at the end of each stage (except the final one) to help the Project Board decide whether to continue.
Key Activities:
Reporting on the performance of the current stage.
Creating a detailed Stage Plan for the next stage.
Updating the overall Project Plan and Business Case with the latest information.
7. Closing a Project (CP)
This is the final part of the last management stage, ensuring the project is shut down in a controlled manner.
Key Activities:
Confirming all products have been accepted by the customer.
Capturing Lessons Learned for future projects.
Preparing an End Project Report to evaluate performance against the original plan.
In the PRINCE2 project management methodology, Themes (renamed to Practices in the 7th edition released in 2023) are the seven functional areas of project management that must be addressed continuously throughout the project lifecycle. They provide a structured framework for managing key aspects like cost, risk, and quality to ensure the project remains on track.
7 Themes / Practices of PRINCE2
Overview of the Seven Themes (Practices)
Business Case: Focuses on the “Why” of the project. It establishes the justification for the investment and ensures the project remains desirable, viable, and achievable.
Organisation: Addresses the “Who” by defining the project’s structure of accountability and responsibilities. It identifies key stakeholders and establishes the project management team.
Quality: Focuses on the “What” by defining the user’s requirements and quality standards. It ensures that deliverables are fit for purpose and meet stakeholder expectations.
Plans: Describes the “How,” “How Much,” and “When”. This theme provides techniques for creating project, stage, and team plans to facilitate communication and control.
Risk: Manages the “What If” by identifying, assessing, and controlling uncertainties that could impact the project’s objectives, whether they are threats or opportunities.
Change (Issues): Deals with the impact of changes and unexpected events. It provides a formal process for capturing, assessing, and controlling requests for change to project baselines.
Progress: Evaluates “Where are we now?” versus “Where are we going?”. It establishes mechanisms to monitor actual achievements against planned outcomes and manage deviations through tolerances.
Key Concepts and Terminology
Continuous Application: Unlike processes, which follow a sequence, themes are applied simultaneously throughout the project.
Tolerances: Each theme uses tolerances (allowable deviations for time, cost, quality, etc.) to support the principle of Manage by Exception.
PRINCE2 7 Updates: The latest edition introduces Sustainability as a 7th performance target and emphasizes People as a core element alongside Principles, Practices, and Processes.
The PRINCE2 process model provides a structured, process-driven roadmap for managing a project from its initial conception to formal closure. It consists of seven core processes that define specific activities, responsibilities, and decision points across the project lifecycle.
The 7 PRINCE2 Processes
The processes are designed to ensure control and align with the project’s management levels:
Starting Up a Project (SU): A pre-project process that filters out unviable ideas. It focuses on confirming if there is a “viable and worthwhile” business case and appoints the Project Manager and Executive.
Directing a Project (DP): Spans the entire project from start to finish. It is the responsibility of the Project Board, which provides strategic oversight, makes key decisions (e.g., authorising stages), and manages by exception.
Initiating a Project (IP): Occurs during the first management stage. It involves detailed planning to establish solid foundations, resulting in the Project Initiation Documentation (PID), which includes the project plan, risk management approach, and full business case.
Controlling a Stage (CS): Focuses on the Project Manager’s day-to-day management of a stage. This includes assigning work to teams, monitoring progress, and dealing with issues or risks within agreed tolerances.
Managing Product Delivery (MP): Governs the link between the Project Manager and Team Managers. It is where the “specialist products” (actual deliverables) are created, quality-checked, and delivered.
Managing a Stage Boundary (SB): Occurs at the end of each management stage (except the final one). The Project Manager reviews the current stage, updates the project plan and business case, and plans the next stage for Board approval.
Closing a Project (CP): Ensures an orderly end to the project. It confirms that objectives have been met, products have been accepted by the user, and lessons are captured before the project is formally disbanded.
Hierarchy of Management Levels
The process model operates across four distinct levels of authority:
Corporate or Programme Management: Sets the initial project mandate.
Directing (Project Board): Responsible for overall governance and major decisions (Directing a Project).
Managing (Project Manager): Handles daily management and stage control (Controlling a Stage, Initiating a Project).
Delivering (Team Members/Managers): Focuses on creating the physical products (Managing Product Delivery).
Key Characteristics
Management Stages: Projects are broken into at least two stages (Initiation and at least one Delivery stage) to provide “stop/go” decision points.
Triggers: Each process is activated by a specific trigger, such as a “Project Mandate” from corporate management to start the SU process.
Management Products: These are documents like the Business Case, Project Brief, and Highlight Reports used to facilitate control and communication.
PRINCE2 framework is built on seven core principles
The PRINCE2 (PRojects IN Controlled Environments) framework is built on seven core principles that serve as guiding obligations for any project using this methodology. For a project to be considered a “PRINCE2 project,” all seven must be applied.
Continued Business Justification: A project must have a valid reason to start and must remain justified throughout its lifecycle. This is documented in a Business Case, which is regularly reviewed to ensure the project remains viable, desirable, and achievable.
Learn from Experience: Project teams are required to seek out lessons from previous projects and record new lessons as the current project progresses. A Lessons Log is typically used to capture these insights.
Defined Roles and Responsibilities: Every person involved must understand what is expected of them and who is responsible for specific tasks. PRINCE2 defines a clear management hierarchy: Project Board (Direction), Project Manager (Management), and Team Manager (Delivery).
Manage by Stages: Projects are broken down into manageable chunks called management stages. Each stage acts as a “stop/continue” decision point for the Project Board to assess progress before committing more resources.
Manage by Exception: Senior management (Project Board) only intervenes when the project deviates beyond agreed tolerances for time, cost, quality, scope, risk, or benefits. This empowers the Project Manager while ensuring efficient use of executive time.
Focus on Products: The methodology prioritizes the definition and delivery of high-quality products (outputs) rather than just completing activities. Product descriptions specify the quality criteria and requirements for each deliverable.
Tailor to Suit the Project: PRINCE2 is not a rigid “one-size-fits-all” approach; it must be adapted to the project’s specific scale, complexity, and environment. Tailoring ensures that the controls are appropriate for the level of risk involved.
Henry Gantt (1861–1919) was an American mechanical engineer and management consultant who revolutionized project management by introducing visual tools to track work against time. A close associate of Frederick Taylor, he humanized “scientific management” by focusing on employee motivation and social responsibility alongside industrial efficiency.
Gantt Chart in MS Project, templates can be downloaded at website banner link
Overview of Henry Gantt’s Contributions
The Gantt Chart: His most famous invention, a horizontal bar chart that illustrates a project schedule, including task durations and progress.
Task and Bonus System: A wage system that guaranteed a base rate but offered bonuses to workers who exceeded daily production goals.
Social Responsibility: He argued that businesses have a moral obligation to the welfare of the society in which they operate, not just to their owners.
Industrial Efficiency: He advocated for using scientific analysis to eliminate “chance and accidents” in manufacturing.
Comprehensive Gantt Timeline History
Era 1: Pre-Gantt & Early Origins (1765–1896)
1765: Joseph Priestley creates early timeline charts, which some consider the conceptual distant ancestors of the Gantt chart.
1896: Polish engineer Karol Adamiecki develops the “Harmonogram,” a precursor that displayed interdependent processes. However, he published it only in Polish and Russian, limiting its global recognition.
Era 2: The Henry Gantt Era (1903–1919)
1903: Henry Gantt develops his first version of a production chart for the American Locomotive Company.
1910–1915: Gantt refines and popularizes his chart through articles and his book Work, Wages and Profits (1910).
1917–1918: At the request of General William Crozier, Gantt charts are used to manage massive military production for the U.S. during World War I.
1919: Henry Gantt passes away.
Era 3: Global Adoption & Infrastructure (1920s–1970s)
1922: Wallace Clark, a colleague of Gantt, publishes The Gantt Chart: A Working Tool of Management, leading to international adoption.
1929: Walter Polakov introduces Gantt charts to the Soviet Union for their First Five Year Plan.
1931–1936: Gantt charts are used on massive infrastructure projects like the Hoover Dam and later the U.S. Interstate highway system.
1940s: Extensively used for logistics and military project management during World War II.
1950s: Become a staple in the construction and engineering industries; the first digital predecessors like PERT and Critical Path Method (CPM) emerge.
Era 4: The Digital Revolution (1980s–Present)
1980s: The advent of personal computers allows project managers to create and update charts without redrawing them by hand.
1990s: Software like Microsoft Project adds “link lines” to display complex dependencies between tasks.
2000s–2010s: Web-based and cloud-based applications (like Jira or Asana) integrate Gantt charts for real-time team collaboration.
Present: Modern tools use AI to automate chart maintenance and predict risks based on historical data.
Gantt Chart Detailed Timeline History by Era and Year
This resume summarizes the career of Mark Whitfield, a Senior IT Project Manager with over 30 years of experience specializing in digital and software development lifecycles, cloud migrations, and HP NonStop systems.
Core Focus: Senior Project Management for Digital/ Software Development Lifecycles (SDLC).
Expertise: Transitioning from a technical background in programming (pre-2000) to senior leadership in large-scale projects for global blue-chip companies.
Key Skills & Competencies
Methodologies: PRINCE2 Practitioner, Agile (Scrum/ Kanban), Waterfall, ITIL, ISO QA.
Project Controls: MS Project, Budget & Burn Tracking, GDPR compliance, Supplier & Stakeholder Management, Statement of Work (SoW).
Technical Proficiencies:
Platforms: HP NonStop (Tandem), Cloud Migration (Hybrid).
Languages (Historical): C/C++, Java, COBOL85, TAL, TACL, SCOBOL, SQL, MS SQL.
Utilities: PATHWAY, SCF, FUP, INSPECT, XPNET.
Professional Experience
Senior IT Project Manager (Various Projects):
Managed large-scale solutions for clients including Jaguar Land Rover (JLR), Heathrow, Royal Mail Group (RMG), NATS, and Euroclear.
Extensive work within the financial sector for Bank of England, Barclays, HSBC, Santander, Standard Chartered, Deutsche Bank, and Global Payments.
Government and public sector projects for Defra, UKEF, Welsh Water, and Scottish Water.
Early Career (Programmer / Technical Lead):
1990 – 1995: Programmer at The Software Partnership (later Deluxe Data) in Runcorn, specializing in electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers.
Education & Certifications
Degree: Higher National Diploma (HND) in Computing (Distinction, Graduated 1990).
Mark Whitfield, an experienced IT Project Manager, has a career and certification history spanning over 30 years. His professional development includes a range of technical, project management, and cloud-based qualifications.
2020s: Cloud & Modern Platforms
2024 (July): Microsoft Excel Refresher Course – Udemy.
2022 (December/February): C&CA UK’s Communications & Engagement Award and AZ-900 Microsoft Certified Azure Fundamentals.
2010s: Advanced Management & Development
2017 (November/April): Advanced Engagement Management (Level 2) and Microsoft Excel 2010 Expert Skills.
2014 (July): Advanced Microsoft Excel 2013.
2011 (May–July): PRINCE2 Practitioner, Agile SCRUM, Java, and Android programming.
2000s: Web Applications & Database Systems
2009 (March–November): Thales e-Security, BIRT, Web Design, and SQL Server training.
2006 (Feb–Dec): NetObjects Fusion, Cryptography, and Thales e-SECURITY SafeSign.
2004 (March): MultiBatch NSK Job Scheduling.
2000 (February): Fundamentals of Successful Project Management.
1990s: Core Programming & System Fundamentals
1990s (1993–1999): TANDEM/HP NonStop systems, C/C++ programming, project management, and HND in Computer Studies (1990).
Mark Whitfield Training IT Career Timeline Overview
Mark Whitfield, a Senior IT Project Manager who has spent over 30 years specialising in HP NonStop (formerly Tandem) computing systems.
Professional Background
Specialisation: Mark Whitfield is a highly experienced technician and project manager for the HP NonStop platform, which is a high-availability, fault-tolerant mainframe environment used primarily for mission-critical financial transactions.
Career Timeline:
The Software Partnership / Deluxe Data (1990–1995): Began as a programmer working on the sp/ARCHITECT-BANK solution for Tandem computers.
Insider Technologies (1995–2013): Spent 18 years focusing on monitoring and diagnostic software for HP NonStop, including products like Reflex 80:20, XPERT24, and Enterprise Manager.
Capgemini (2016–Present): Currently serves as an SC-cleared Senior Project Manager, delivering complex IT projects for major banks and government agencies.
Key Technical Contributions to NonStop
Product Development: He co-developed Reflex (a platform health/diagnostic tool) and designed XPERT24 to monitor performance in the XPNET layer of BASE24.
Financial Systems: He has managed major projects for global financial entities, including Barclays, HSBC, Bank of England, and Royal Mail Group, often involving ATM and POS monitoring systems.
Programming Expertise: His technical skill set includes NonStop-specific languages and tools such as TAL (Tandem Application Language), PATHWAY, XPNET, COBOL85, and C++.
About HP NonStop Systems
In the context of Mark Whitfield’s work, NonStop refers to a “shared-nothing” architecture designed by Tandem Computers. These systems are uniquely capable of:
Fault Tolerance: Handling hardware or software failures without system downtime.
Scalability: Doubling throughput by adding processors (up to 4,000) without hitches in performance.
Core Banking: Processing massive commercial workloads for retail banks and stock exchanges globally.
The history of project management has evolved from ancient manual coordination to highly sophisticated, digital-first methodologies.
Pre-20th Century: The Era of Ancient Marvels
During this era, project management was characterized by massive labour forces and basic resource coordination without standardized scheduling tools.
2570 BC: Completion of the Great Pyramid of Giza. Documentation shows managers were assigned to each of the four faces to oversee progress.
208 BC: Construction of the Great Wall of China. Labour was systematically organized into groups of soldiers, civilians, and criminals.
1850s: Construction of the Pacific Railroad. This is often cited as one of the first large-scale industrial project management undertakings in the U.S..
1900–1950: The Birth of Modern Project Management
This era introduced scientific management principles and the first visual scheduling tools.
1917: Henry Gantt develops the Gantt Chart, a radical tool for visualising schedules that remains a global standard today.
1931–1936: Construction of the Hoover Dam. This project was a major early adopter of Gantt’s scheduling techniques.
1942–1945: The Manhattan Project. This complex R&D effort pioneered the use of large-scale task coordination and resource management.
1950–1980: The Era of Management Science
Driven by the Cold War and space race, this period saw the creation of mathematical scheduling techniques.
1956: AACE International is formed, focusing on cost engineering.
1957–1958: Development of Critical Path Method (CPM) by DuPont and Program Evaluation and Review Technique (PERT) by the U.S. Navy.
1962–1975: Introduction of Work Breakdown Structure (WBS) by the DoD, founding of IPMA and PMI, and development of PROMPT (later PRINCE).
1980–2000: The Computing Revolution
Personal computers allowed project management software to proliferate into the private sector. Key milestones included the early Scrum framework and the initial PMBOK Guide release.
1989–1997: Widespread adoption of Earned Value Management (EVM), release of PRINCE2, and development of Critical Chain Project Management (CCPM).
2000–Present: The Agile and Digital Era
Modern project management emphasizes flexibility, speed, and digital tools.
2001: The Agile Manifesto is published.
2012–2021: Release of ISO 21500, major updates to PRINCE2 and PMBOK to integrate Agile, and the shift to performance-based standards in PMBOK 7th Ed.
Project Management evolution timeline by era
Project management has evolved from ancient engineering feats to a highly structured, data-driven discipline. Below is a comprehensive timeline of its historical development and the evolution of its core methodologies.
Ancient & Early Eras
2570 BC: The Great Pyramid of Giza – Completed with record-keeping and oversight for each of the four faces, demonstrating early forms of planning and control.
208 BC: The Great Wall of China – Built with a massive labour force organised into specific groups: soldiers, ordinary people, and criminals.
1917: Gantt Chart – Developed by Henry Gantt, this scheduling diagram became a radical innovation for tracking project tasks chronologically.
The Mid-20th Century: Formalization
1956: AACE International Formed – Early practitioners of cost engineering and scheduling founded what is now the leading society for project control specialists.
1957: Critical Path Method (CPM) – Invented by DuPont to address chemical plant maintenance; it saved the company $1 million in its first year.
1958: PERT (Program Evaluation Review Technique) – Developed for the U.S. Navy’s Polaris project to analyse the minimum time needed for task completion.
1962: Work Breakdown Structure (WBS) – Mandated by the U.S. Department of Defense as a hierarchical tree structure for project deliverables.
1965: IPMA Founded – The world’s first project management association was started in Vienna as a global forum for networking.
1969: Project Management Institute (PMI) Launched – Founded to advance the profession, PMI has since become the primary publisher of global standards.
Late 20th Century: Methodology Proliferation
1975: PROMPTII & “The Mythical Man-Month” – Guidelines were created for computer projects, while Fred Brooks’s Brooks’s law observed that adding manpower to late software projects makes them later.
1984: Theory of Constraints (TOC) – Introduced by Dr. Eliyahu M. Goldratt, focusing on identifying system bottlenecks.
1986: Scrum – First named as a project management style for software development in a Harvard Business Review paper.
1989: PRINCE & Earned Value Management – The PRINCE method was developed for UK government IT projects; meanwhile, Earned Value Management (EVM) became an essential part of procurement.
1996: PRINCE2 – A more generic revision of PRINCE was published, applicable to any project type.
1997: Critical Chain Project Management (CCPM) – Invented to keep resources levelly loaded and flexible.
21st Century: Agile & Global Standards
2001: The Agile Manifesto – Written by 17 developers in Utah, codifying the principles of lightweight, iterative software development.
2006: Total Cost Management Framework – Released by AACE International as the first integrated process for portfolio and project management.
2012: ISO 21500:2012 – The International Organisation for Standardisation released its global guidance on project management.
2017: PMBOK 6th Edition & PRINCE2 Update – Updates reflected the integration of Agile practices into traditional project settings.
2021: PMBOK 7th Edition – Shifted toward a principle-based approach to help practitioners be more proactive and innovative.
No, Microsoft Project desktop is not being retired. It remains the “gold standard” for complex project scheduling and will continue to be supported and available for purchase.
MS Project Templates can be downloaded in the template bundle, click on link at banner above
To purchase example MSP MPP Microsoft Project plan templates (and many others), click here.
Confusion often arises because Microsoft has announced the retirement of several related cloud-based and web-based services. Here is the current status of the Microsoft Project ecosystem:
Products Being Retired
Project Online: This service will officially retire on September 30, 2026. After this date, Project Online environments and data will no longer be accessible.
Project for the Web: Retired as a standalone brand and was fully merged into the new Microsoft Planner in 2024/2025.
Project/Roadmap Apps in Teams: These were retired in August 2025 and replaced by the unified Planner experience.
Products Staying Active
Project Desktop (Project Professional/Standard): Not impacted by the cloud service retirements. You can still use it to manage .mpp files locally or connect it to alternative backend systems like Project Server SE.
Project Server Subscription Edition (SE): This on-premises/self-hosted version will remain supported through at least 2031. It is the recommended migration path for organizations that want to keep the “Project Web App” (PWA) interface without using the retired Project Online cloud service.
Microsoft Planner: Now serves as the primary cloud-based project management tool, absorbing the features of Project for the Web.
MS Project Templates can be downloaded in the template bundle, click on link at banner above
Key Dates for Project Online Users:
October 1, 2025: End of sale for new Project Online subscriptions.
April 2, 2026: SharePoint 2013 workflows (which many Project Online users rely on) will be retired.
September 30, 2026: Full shutdown of Project Online.
Agile and Scrum have evolved from specific product development theories into a global standard for project management. While Scrum predates the Agile Manifesto by several years, it has become the most widely adopted framework within the Agile umbrella.
Agile Scrum Burn down and Burn up charts – can be downloaded from website banner
Evolution Timeline
1986: The Inspiration. Hirotaka Takeuchi and Ikujiro Nonaka publish “The New New Product Development Game” in Harvard Business Review, introducing the “rugby” approach to product development.
1993: The First Scrum. Jeff Sutherland and his team at Easel Corporation implement the first official Scrum.
1995: Public Presentation. Ken Schwaber and Jeff Sutherland formally present Scrum at the OOPSLA ’95 conference, introducing the concept of Sprints.
2001: The Agile Manifesto. 17 software developers meet in Utah to sign the Manifesto for Agile Software Development, codifying the 4 values and 12 principles that define Agile.
2002: Scrum Alliance Founded. The Scrum Alliance is established by Ken Schwaber, Mike Cohn, and Esther Derby to provide training and certifications like the Certified ScrumMaster (CSM).
2009: Founding of Scrum.org. Ken Schwaber founds Scrum.org to provide a more consistent approach to Scrum training and assessments.
2010: The First Scrum Guide. Sutherland and Schwaber publish the first Official Scrum Guide, providing a definitive, minimal definition of the framework.
2011–2017: Iterative Refinements. Updates to the Scrum Guide clarify the Daily Scrum purpose (2013) and emphasize Scrum Values (2016).
2020: The “Simplified” Guide. The latest 2020 Scrum Guide is released, focusing on making the framework less prescriptive and more applicable to non-software industries by removing technical jargon.
Key Shifts in Scrum Maturity
Prescriptive to Descriptive: Early Scrum was highly prescriptive about meetings and roles; modern Scrum focuses on Empiricism (Transparency, Inspection, Adaptation).
Team Autonomy: The 2013 update pivoted from “selecting tasks” to focusing on the Sprint Goal, empowering teams to decide how to achieve the objective.
Scaling Frameworks: As organizations grew, frameworks like SAFe (2011) and LeSS (2013) emerged to apply Scrum across hundreds of teams.
Plan On a Page POaP for an Agile Scrum project, available for download above
Agile’s history is a transition from rigid, manufacturing-based “Waterfall” models to flexible, people-centric frameworks. While the term was coined in 2001, its roots trace back to early 20th-century industrial practices and the “software crisis” of the 1960s.
Early Foundations (Pre-1990s)
Before Agile became a formal software methodology, its core principles of efficiency and iteration emerged from manufacturing and early computing.
1896: Sakichi Toyota introduced the “Stop and Notify” concept (Jidoka), a foundational Lean/Agile practice for immediate problem-solving.
1948: The Toyota Production System (TPS) established Lean manufacturing and the Kanban system to manage workflow.
1957:IBM began using incremental development on large software projects.
1970: Winston Royce published “Managing the Development of Large Software Systems,” which formalized the Waterfall Model but actually cautioned against its rigidity.
1986: Takeuchi and Nonaka published The New New Product Development Game, introducing the “rugby” metaphor for team-based development that inspired Scrum.
The Rise of “Lightweight” Methods (1990–2000)
Frustrated by Waterfall’s slow delivery, practitioners developed several “lightweight” frameworks.
1991:Rapid Application Development (RAD) popularized timeboxing and iterations.
1993:Jeff Sutherland and his team first implemented Scrum at Easel Corporation.
1994: The Dynamic Systems Development Method (DSDM) was created as a vendor-independent RAD framework.
Agile’s evolution is not just a 21st-century phenomenon but a response to decades of “software crises” and rigid industrial processes. Below is a comprehensive historical breakdown of Agile’s journey.
1. Pre-Digital Foundations (1910s – 1940s)
Long before software, the concepts of efficiency and waste reduction were born in manufacturing.
1911: Scientific Management.Frederick Taylor encouraged managers to adopt worker suggestions for efficiency, opposing rigid habits.
1940s: Lean Manufacturing (Toyota). Toyota pioneered the “Just-in-Time” method and Kaizen (continuous improvement) after observing American supermarkets.
1948: Toyota Production System. Introduction of Kanban for visual workflow management.
2. Early Iterative Development (1950s – 1970s)
The 1950s saw the first departures from strictly sequential “waterfall” planning.
1957: Incremental Development. IBM and Motorola teams, including Gerald Weinberg, used iterative methods indistinguishable from modern Extreme Programming (XP) for Project Mercury.
1968: NATO Software Engineering Conference. Formally identified the “Software Crisis” (projects being late and over budget), sparking a search for better methodologies.
1970: Waterfall Formalised (and Critiqued). Winston Royce described the Waterfall model but notably advocated for iterative releases to reduce risk.
3. The Proliferation of “Lightweight” Methods (1980s – 1990s)
Frustration with heavyweight, document-heavy processes led to several “Agile” precursors.
1986: “The New New Product Development Game.” Takeuchi and Nonaka published this HBR article, introducing the “Rugby” approach (teamwork over relay-race handoffs), which directly inspired Scrum.
1991: Rapid Application Development (RAD). James Martin introduced RAD, emphasising fast prototyping and client feedback.
1993–1995: The Birth of Scrum. Jeff Sutherland and Ken Schwaber formalised Scrum, presenting it at the OOPSLA ’95 conference.
1996: Extreme Programming (XP). Kent Beck introduced XP at Chrysler, focusing on technical excellence through practices like Pair Programming and Test-Driven Development.
4. The Agile Manifesto & Formalisation (2001 – 2010)
Agile moved from a collection of “lightweight” methods to a global standard.
2001: The Agile Manifesto. 17 developers met in Snowbird, Utah, to draft the Manifesto for Agile Software Development, establishing four core values and 12 principles.
2003: Lean Software Development. Mary and Tom Poppendieck adapted Toyota’s Lean principles specifically for software engineering.
2009: Software Craftsmanship. The Software Craftsmanship Manifesto emerged to refocus the community on the quality of the “craft” rather than just project management.
2010: The First Scrum Guide. Published as the definitive resource on Scrum framework rules.
5. Scaling and Modern Business Agility (2011 – Present)
Agile expanded beyond coding into enterprise-wide strategy.
2011: Scaled Agile Framework (SAFe). Dean Leffingwell launched SAFe to help large corporations apply Agile at scale.
2015–2017: Project Management Integration. Major bodies like AXELOS released PRINCE2 Agile, and the PMI introduced the Agile Certified Practitioner (ACP).
2020s: Beyond Software. Agile principles are now standard in marketing, HR, and hardware development through concepts like Business Agility.
Microsoft PowerPoint was originally developed as “Presenter” by Forethought, Inc. in 1987 for the Apple Macintosh. Microsoft acquired it just three months later for $14 million, marking their first major acquisition.
MS PowerPoint Plan On a Page POaP templates downloaded at website banner
Foundational Years (1984–1990)
1984: The idea for a presentation program is conceived by Robert Gaskins.
1987 (April):PowerPoint 1.0 launches for Macintosh, supporting only black and white slides.
1987 (July): Microsoft acquires Forethought.
1990 (May): The first Windows version (PowerPoint 2.0) is released, coinciding with Windows 3.0.
Office Integration (1992–2003)
MS PowerPoint Plan On a Page POaP templates downloaded at website banner
1992:PowerPoint 3.0 introduces video transitions and sound.
1994:PowerPoint 4.0 begins deep integration with the Microsoft Office suite, sharing interface components with Word and Excel.
1997:PowerPoint 97 brings significant upgrades like “Custom Animation” and the “Office Assistant” (Clippy).
2003:PowerPoint 2003 focuses on collaboration and improved “Package for CD” features.
Modernization & Cloud (2007–Present)
MS PowerPoint Plan On a Page POaP templates downloaded at website banner
2007: Introduces the Ribbon interface and the XML-based .pptx file format.
2010: Adds video export, section organization, and co-authoring capabilities.
2013:PowerPoint for Web is released, alongside the first dedicated mobile apps for iOS and Android.
2016–2021: Features focus on AI-driven design (PowerPoint Designer), Morph transitions, and real-time collaboration via Microsoft 365.
2023+: Integration of AI tools like Copilot for automated slide generation and DALL-E 2 for image creation.
Microsoft PowerPoint Development Timeline History
MS PowerPoint Plan On a Page POaP templates downloaded at website banner
Microsoft Excel has evolved from a niche Apple Macintosh tool into the world’s most dominant spreadsheet software. Its history is marked by strategic shifts, such as jumping from the MS-DOS era to graphical interfaces to outmanoeuvre then-leader Lotus 1-2-3.
Timeline of Major Excel Milestones
Agile Templates available at download link at website banner
1982: Multiplan (The Predecessor) – Microsoft’s first spreadsheet program. While popular on CP/M systems, it struggled against Lotus 1-2-3 on MS-DOS.
1985: Excel 1.0 (Macintosh Exclusive) – Realising they couldn’t beat Lotus on DOS, Microsoft built a graphical spreadsheet for the new Mac. It introduced the ability to adjust cell heights, widths, and fonts.
1987: Excel 2.0 (First Windows Version) – Launched alongside the first Windows environments, it introduced color support (like red for negative numbers) and was significantly faster than competitors.
1990: Excel 3.0 – Added 3D charts, toolbars, and drawing tools, helping Excel finally overtake Lotus 1-2-3 as the market leader.
1997: Excel 8.0 (Office 97) – Introduced the Paperclip Assistant (“Clippy”) and the first version of the modern VBA environment.
2007: Excel 12.0 (The Ribbon Era) – Replaced menus with the Ribbon interface and dramatically increased grid capacity to 1,048,576 rows by 16,384 columns.
2010: Excel 14.0 – Introduced Slicers for PivotTables and Sparklines (mini charts inside cells).
2013-2016: Data Intelligence – Added Power Query, Power Pivot, and new chart types like Waterfall, Pareto, and Treemap to support advanced data modeling.
2019-Present: AI & Cloud Integration – Modern versions focus on seamless collaboration, dynamic arrays (like XLOOKUP), and AI-powered insights that can extract data directly from images.
Technological Evolution Highlights
MS Excel templates available on bundle download at website banner
Architecture: Shifted from 16-bit to 32-bit with Excel 95, greatly improving stability.
Collaborative Features: Modern Version History and “Show Changes” now allow teams to track every edit in real-time.
Visualisation: Excel now supports complex timelines via SmartArt or custom Scatter charts with error bars for professional project tracking.
Microsoft Excel Development Timeline History
Microsoft Excel templates available at banner above, FREE upgrades
Mark Whitfield’s project management templates offer a range of timeline and planning views designed for Agile, Waterfall, and PRINCE2 delivery. These templates typically include a high-level Plan on a Page (POaP) and detailed Microsoft Project (MPP) or Excel schedules.
Example Plan on a Page POaP
Timeline & Planning Views
Plan on a Page (POaP): A high-level summary view (often in PowerPoint or Excel) used to communicate key phases and milestones to stakeholders without the clutter of a full Gantt chart.
Detailed Gantt Charts: Provided in both Microsoft Project (MPP) and Excel, these timelines include task dependencies, resource allocations, and critical path tracking.
Agile Sprint Timelines: Specialized views for tracking 2–4 week sprints, daily stand-ups, and sprint retrospectives within a broader project framework.
SDLC Progression: The templates are often structured around a typical Software Development Life-cycle (SDLC), moving from Inception to Transition and Early Live Support (ELS).
Key Timeline Components
The templates are pre-configured with several essential timeline elements:
Project Start & End Dates: Easily adjustable fields that automatically update durations and downstream tasks.
Milestones & Gateways: Visual markers for critical sign-off points and delivery stages.
Task Dependencies: Pre-built links that show how delays in one area (e.g., hardware delivery) impact the overall project finish date.
Resource View: Timelines integrated with resource calendars to account for holidays and leave.
PRINCE2 (PRojects IN Controlled Environments) has evolved from a rigid, IT-specific framework into a globally recognised, flexible project management standard.
Historical Evolution Timeline
1975: PROMPT Origins – Simpact Systems Ltd developed PROMPT (Project Resource Organisation Management and Planning Techniques) to address IT project overruns.
1996: PRINCE2 Launch – Developed with input from 150 European organisations, PRINCE2 was released as a generic, scalable framework suitable for any industry.
2009: Major “Refresh” – Introduced the seven core principles and made the method more customisable.
2017: 6th Edition Update – Formerly known as the “2017 Update,” this version focused heavily on scalability and tailoring to specific project needs.
2021–Present: PeopleCert Era – PeopleCert acquired AXELOS in 2021. In 2023, PRINCE2 7 was launched, introducing a greater emphasis on people management and sustainability.
Comprehensive Project Timeline Breakdown
A standard PRINCE2 project follows a lifecycle defined by seven processes:
Mark Whitfield, an SC cleared, Senior IT Project Manager and Engagement Manager, spans over 30 years and transitions from specialized banking software development to high-level project leadership and cloud migrations.
Professional Career Timeline
1990 – 1994:Programmer at The Software Partnership (later Deluxe Data). Developed electronic banking software (sp/ARCHITECT-BANK) on Tandem Computers (now HPE NonStop) for major banks like TSB and Bank of Scotland.
1994 – 1995:Lead Analyst at Deluxe Data International, continuing support and development for banking customer systems.
1995 – 2013: Project Manager of Strategic Technical Initiatives at Insider Technologies Limited. Oversaw projects involving Reflex 80:20, Sentra development, and corporate website authoring.
2013 – 2014: Project Manager (Banking Division) at Wincor Nixdorf Limited, focusing on professional services for the banking sector.
2014 – 2016: Senior Digital Project Manager at Betfred Limited, managing the Online and Mobile Division.
PROject Templates 
