Category: Prince2

PRINCE2 (PRojects IN Controlled Environments) Overview and Timeline by Year

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 Summary
May 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

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, Website Author – Background and Career Timline

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. 

Mark Whitfield Engineering Delivery
Mark Whitfield | Engineering Delivery

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.
  • 2016–Present: Senior Engagement Management (Capgemini)
    • Role: Engagement Manager (A8), Custom Bespoke Solutions.
    • 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. 

Mark Whitfield Background and Career Timline

PRINCE2 Management Products Templates Overview and Historical Timeline

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 template
PRINCE2 Microsoft Excel XLS template 1
PRINCE2 Microsoft Excel XLS template 2

PRINCE2 Templates FREE Upgrades

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).
  • Purple: Updating an existing artefact.
  • Green: Formal closing of an artefact. 

The full bundle is available for purchase on Mark Whitfield’s Official Website or through his Etsy Store. 

PRINCE2 Templates FREE Upgrades

Waterfall Methodology in Project Management, a Timeline History

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

Waterfall template available on this website

Free Upgrade Project Management Templates Download by focus area

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 IT Project Manager Training Focus

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 IT Project Manager Training Focus