Mark Whitfield Career Timeline by era and project

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
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
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
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
CRESTCo in 1997 on St. Katherine’s Dock
near Tower Hill tube station
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.
ATM Log Extraction Deployments 
(2004–2007) - RTLX Reactor
ATM Log Extraction Deployments
(2004–2007) – RTLX Reactor
cross-border ATM and Point-of-Sale (POS) environment monitoring expansion
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.

🏦 2013–2014: Professional Services Banking Delivery Era

Whitfield moved into consultant-driven professional services, directly aligning tech components with client business roadmaps.

Diebold Nixdorf Ltd, Berkshire, One The Blvd, Cain Rd, Binfield, Bracknell, RG12 1WP
Diebold Nixdorf Ltd, Cain Rd,
Binfield, Bracknell, RG12 1WP
  • 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.

☁️ 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, Floor 7, Venus Building, Trafford Quays, Manchester. M41 7HA
Capgemini UK, Floor 7,
Venus Building, Trafford Quays
  • 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
C&CA UK’s Communications & Engagement Award Winner 2022 – Cloud & Custom Applications – Capgemini UK

Mark Whitfield Career Timeline by era and project

SC Cleared Senior IT Project Manager Mark Whitfield
Senior IT Project Manager,
Mark Whitfield

Professional Training

Certificates

Recommendations

Education Summary

Graduation

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 Task Descriptions
Microsoft Excel XLS PRINCE Project Plan with Gantt View 1
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 2
Microsoft Excel XLS PRINCE Project Plan with Gantt View 3
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 Delivery Costings
Microsoft Excel XLS PRINCE Project Plan with Charts
Microsoft Excel XLS PRINCE Project Plan with Charts
Microsoft Excel XLS PRINCE Project Plan with PRINCE2 Stage 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
Example MS Excel Project Plan template
Example MS Excel Project Plan template

🛡️ 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
  • 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
Example MS Excel RACI matrix template
Example MS Excel RACI matrix template

📊 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
Example PPT slide for Org. Structure
Example PPT slide for Org. Structure

💰 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
Example Excel Project Financial Tracker
Example Excel Project Financial Tracker

🏃 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
Example Agile Scrum Burn Up Chart
Example Agile Scrum Burn Up Chart
Example Agile Scrum Burn Down Chart
Example Agile Scrum Burn Down Chart

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:

PRINCE2 and PRINCE2 Agile features
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

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
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

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.

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