i_Pro_PM_Templates on Flevy is a comprehensive library of 19 project management templates

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.
PRINCE2 Templates + MPP & Excel Pack: Embeds strict PRINCE2 project stages into functional tracking models.
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.

PRINCE2 project templates, Excel (.xls/.xlsm) & MS Project (.mpp) formats

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 Excel .xls plan
in a spreadsheet

PRINCE2 MS Project .mpp plan in a project file — 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.

Over 200 editable templates tailored for Agile Scrum, Waterfall, and PRINCE2 frameworks

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.

Example of many plan on a page poap ppt templates — 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).
- Source Page: Mark Whitfield PMO Toolkit
PRINCE2 7th Edition Master Project Plan
- Focus: Standardized governance processes structured according to the latest PRINCE2 methodology.
- Format: Microsoft Project (.mpp) & Microsoft Excel Gantt Tracker.
- Source Page: Mark Whitfield PRINCE2 Master Walkthrough
Plan on a Page (POaP) Blueprint
- Focus: High-level, timeline-focused visual summaries mapping deliverables and milestones to client monthly views.
- Format: Microsoft PowerPoint (.pptx, 30+ layout variations) & MS Excel.
- Source Page: Mark Whitfield POaP Templates

🛡️ 2. Risk, Governance & Operational Control

These registers form the “engine room” of project health management, shifting risk mitigation from reactive to predictive.

Comprehensive RAID Log & Tracker
- Focus: Integrated visibility over Risks, Actions, Issues, and Dependencies, alongside change requests and supplier impacts.
- Format: Microsoft Excel (.xlsx featuring self-populating chart dashboards).
- Source Page: Mark Whitfield Operational Tracking Tools
Agile Story Dependency Tracker
- Focus: Tracking external client and third-party vendor blockers causing sprint-level target shifts.
- Format: Microsoft Excel (.xlsx).
- Source Page: Mark Whitfield Project Planning Downloads
RACI Matrix
- Focus: Mapping roles and responsibilities across project deliverables (Responsible, Accountable, Consulted, Informed).
- Format: Microsoft Excel (.xlsx).
- Source Page: Mark Whitfield Folder Structure & Guide

📊 3. Performance reporting & Stakeholder Engagement

Designed to eliminate subjective performance analysis and maintain executive-level clarity.

Weekly / Monthly Project Status Report
- Focus: Summarizing target completion, look-aheads, RAG indicators, and critical decisions for clients.
- Format: Microsoft Word (.doc) & Microsoft PowerPoint (.pptx).
- Source Page: Mark Whitfield Premium Delivery Page
Stakeholder Analysis & Influence Matrix
- Focus: Mapping stakeholder influence versus organizational impact to tailor communication (Involve, Inform, Consult, Monitor).
- Format: Microsoft Excel (.xlsx).
- Source Page: Mark Whitfield Folder Structure & Guide
Project / Programme Kick-Off Deck
- Focus: Initial team mobilization, workspace onboarding, and client approach alignment.
- Format: Microsoft PowerPoint (.pptx).
- Source Page: Mark Whitfield Main Purchase Index

💰 4. Financial Trackers & Value Realization

These artifacts manage fiscal discipline, pricing bids, and mapping long-term outputs to business outcomes.

Full Project Financial Tracker
- Focus: Internal/external cost variance, forecasting models, contractor day rates, margin tracking, and expense visibility.
- Format: Microsoft Excel (.xlsx with embedded financial trend charts).
- Source Page: Mark Whitfield Premium Delivery Page
Statement of Work (SOW) Templates
- Focus: Work order structuring and delivery guardrails for both commercial Waterfall and Agile contracts.
- Format: Microsoft Word (.doc).
- Source Page: Mark Whitfield Operational Tracking Tools
Benefits Realization Analysis Tracker
- Focus: Comparing projected baseline targets with actual organizational outcomes post-deployment.
- Format: Microsoft Excel (.xlsx).
- Source Page: Mark Whitfield Premium Delivery Page

🏃 5. Agile Delivery Tools

Alternative visual logs created for environments where dedicated software like Jira or Azure DevOps is unavailable.

Agile Burn Down & Burn Up Charts
- Focus: Visualizing sprint velocity, work remaining, and scope creep across iterative delivery cycles.
- Format: Microsoft Excel (.xlsx with automatic mathematical plotting).
- Source Page: Mark Whitfield Folder Structure & Guide
MS Teams Planner & To-Do Guide
- Focus: Step-by-step framework configuration for running Kanban-style card streams in the cloud.
- Format: Microsoft Word Walkthrough (.docx).
- Source Page: Mark Whitfield Master Index

PRINCE2 or PRINCE2 Agile, features discussion

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:

Comparison PRINCE2 and PRINCE2 Agile features — 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

Project Templates Soft Storefront on Etsy

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.
Sprint Burndown & Velocity Trackers: Automated graphical spreadsheets showing real-time target completions against literal daily sprint efforts.

📈 3. PMO Governance, RAID, & Operational Logs

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.
For the individual automated schedule building software, review the Waterfall Project Planner & Resource Cost Tracker Listing.
For stakeholder presentation deployment layouts, see the MS PowerPoint Plan Templates & POaP Layouts.
For operational team availability management, view the Editable Excel Spreadsheet Log for Annual and Sickness Leave Tracking.
For initiation alignment frameworks, browse the Project Programme Team Kick Off PowerPoint Template.

Mark Whitfield – Education and Professional Training Timeline Summary

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.

Mark Whitfield - Education and Professional Training Timeline Summary

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

For more granular details on his certifications and career history, you can check Mark Whitfield Professional Training.

Over 200 editable templates for both Agile & Waterfall / PRINCE2 frameworks

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.

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.
Templates:
- RAID Log: Centralized Excel trackers recording Risks, Actions, Issues, and Dependencies.
- 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.

To explore the entire toolkit, you can visit the Mark Whitfield PROject Templates portal.

Project Plan on a Page (POAP) is a Concise, Visual Summary of a Project

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.

4. Project Plan on a Page (POAP) is a Concise, Visual Summary of a Project

1. Project POAP by Mark Whitfield, Plan on a Page

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).

Excel/PowerPoint Templates: You can download ready-made POAP layouts via Titanium Consulting or Mark Whitfield Consulting to generate professional visual graphics.
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.

Mark Whitfield PM – Website & Blog focus areas

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.

Mark Whitfield PM - Website and Blog focus areas

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.
Operational Checklists: Daily, highly practical guides tailored for specific team roles, such as his “Daily Checklist for Scrum Masters”.
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 and Waterfall, an Overview and Comparison

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 — 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.

Core Logic: Requirements → Design → Implementation → Verification → Maintenance.
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).

Free Upgrade MS Project Management Templates for Download

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.

2. Project Planning & Scheduling MS Project 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 Example

2. 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

If you are looking to purchase or deploy these, the complete ecosystem is distributed on marketplaces like the ⁠ProjectTemplatesSoft Etsy Shop or through his official site Mark Whitfield’s Project Management Templates.

Plan on a Page, POAP – is a visual summary of a project’s core elements

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.

🎯 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.

POAP is a concise, visual summary of a project's core elements — 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.

Plan on a Page concise, visual summary of a project's core elements — All POAP templates can be purchased by clicking on the link on the website banner

Project Management Certifications

Mark Whitfield – Senior Project Manager – Projects Chronologically

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.

Project: Barclays Business Master II (BBM II)
- Year: 1990–1992
- Client: Barclays (On-site at Knutsford, Cheshire)
- Budget: Internal banking operational budget
- 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.
Project: ATM & Point-of-Sale (POS) Transaction Monitoring
- Year: 2005–2013
- Client: Barclays, HSBC, and Alliance & Leicester (now Santander)
- Budget: Multi-year strategic technical vendor account
- 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
- Year: 2014–2016
- Client: Betfred Limited (Online & Mobile Division)
- Budget: Multi-million phased agile commercial releases
- 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.

Project: Middleware & MuleSoft Anypoint Integrations

Year: 2018–2019
Client: UK Utility, Accounting, and Recruitment Industries (via MuleSoft augmentation)
Budget: Enterprise-wide technology vendor accounts
Details: Delivery Manager structuring API integration architectures across multi-million-pound client portfolios.

Project: Multi-App Cloud Migration Proof-of-Concept

Year: 2020 (Feb–May)
Client: UK Government
Budget: £375,000
Details: Directed a 3-month proof of concept migrating legacy Access, Oracle, and SQL databases to Microsoft Azure and Dynamics 365.

Project: Document Management Cloud Transformation

Year: 2021–2022
Client: UK Utility Industry (e.g., Welsh/Scottish Water)
Budget: £500,000+
Details: Managed the platform decommissioning and cloud modernization from legacy EQS document storage over to Azure Enablon.

Project: Enterprise Dynamics 365 Online Cloud Migration

Year: 2022 (November onwards)
Client: UK Government
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.

Project Management Roles and some Certifications

Capgemini Engagement Manager is a senior-level, client-facing role

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.

Mark Whitfield PM, Capgemini Engagement Manager from 2016 — 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.
Financial Accountability: Managing project budgets, revenue tracking, forecasting, invoicing, and contract compliance.
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 — C&CA UK’s Communications & Engagement Award Winner 2022, Cloud & Custom Applications, Mark Whitfield

Explore current vacancies and learn more about the EM community through the Capgemini Careers Portal or their specific Engagement Management Careers overview.

Capgemini Engagement Manager, from 2016.

Capgemini Campus – Serge Kampf Les Fontaines, Chantilly, France – Advanced Engagement Management Course – November 2017 Class – 2nd from left, Mark Whitfield — Capgemini Campus – Serge Kampf Les Fontaines, Chantilly, France – Advanced Engagement Management Course – November 2017 Class – 2nd from left

Mark Whitfield – Senior Project Manager – training received

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).

You can review his detailed credential breakdown on the PROject Templates Professional Training Page.

Types of Project Management for Successful Project Delivery

PRINCE2 Overview and Evolution Timeline by year

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 – Mark Whitfield, Registered PRINCE2 Practitioner with ILX — 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.

PRINCE2 Overview and Evolution Timeline by year

Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents

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.

Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents

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.

Prince2 or PMP Overview

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.
Official Hub: Learn more and apply via the Project Management Institute.

PRINCE2 (PRojects IN Controlled Environments)

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 IT, Technical & Project Management Training Overview

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 Senior IT Project Manager based in Manchester

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).

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

Key Skills & Expertise

Methodologies: Agile SCRUM, Waterfall, PRINCE2 Practitioner.
Technologies: HP NonStop (BASE24, TAL, C, C++, SQL), Java, .NET, Mobile (iOS, Android, Windows).
Areas: ATM software delivery, Gambling/Casinos, Public Sector/LRG, Payment Systems, Digital Transformation.
Clearance: SC Cleared until 2031.

Capgemini Engagement Manager, 2016 thru 2025

Professional Career & Projects

Capgemini UK (Jan 2016 – Present)

Role: Client-facing SC Cleared Engagement Manager.
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.

Insider Technologies Limited (Aug 1995 – Sept 2013)

Role: Project Manager – Strategic Technical Initiatives.
Projects: Technical pre-sales, product management, and installation for HPE NonStop banking products (Reflex 80:20, RTLX).

The Software Partnership / Deluxe Data (1990 – 1995)

Role: Programmer.
Projects: Developed code for sp/ARCHITECT-BANK on Tandem Computers for banks like TSB, Bank of Scotland, and Rabobank.

Professional Training & Certification

AZ-900 Microsoft Certified Azure Fundamentals Course (Feb 2022)
Advanced Engagement Management Course – Level 2 Exam (Nov 2017)
Registered PRINCE2 Practitioner (May 2011, ILX)
Agile SCRUM Training Course (May 2011)
Querying Microsoft SQL 2000 with Transact SQL – M2071 (March 2009)
Microsoft Project ’98 Certification Series (May 2000)
HP NonStop TAL Programming Course
Microsoft Excel 2010 – Expert Skills (April 2017)

Registered PRINCE2 Practitioner (May 2011, ILX)

1990, BTEC HND in Computer Studies from Bolton Institute of Higher Education, BIHE

PowerPoint Plan On a Page (POaP) templates

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.

PowerPoint Plan On a Page (POaP) templates

Right Project Management Approach, Adaptability over Rigid Approach

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Microsoft Excel XLS PRINCE2 spreadsheet screenshots

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Mark Whitfield, May 2011 – Registered PRINCE2 Practitioner with ILX

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