PRINCE2 (PRojects IN Controlled Environments) Overview and Evolution Timeline

PRINCE2 (PRojects IN Controlled Environments) is a structured, process-driven project management method used internationally to deliver projects within time, cost, and quality constraints. Originally developed for IT projects, it has evolved into a generic, flexible, and scalable framework applicable to any type of project, now owned by PeopleCert.

Detailed Overview of PRINCE2 (2026 Framework)

As of 2026, the current framework is PRINCE2 7th Edition, launched in late 2023. It is characterized by its focus on people, digital tools, and sustainability, while retaining its core focus on governance.

MS Project MPP template example
MS Project MPP template example

1. The Seven Principles (Why PRINCE2 is used)

  • Continued Business Justification: A project must have a valid business case.
  • Learn from Experience: Lessons are documented and used.
  • Defined Roles and Responsibilities: Clear organizational structure.
  • Manage by Stages: Projects are broken into manageable chunks.
  • Manage by Exception: Empowerment given to managers to act within tolerances.
  • Focus on Products: Focus on deliverables rather than activities.
  • Tailor to Suit the Project: Adapted to suit the project’s size, environment, and complexity.

2. The Seven Themes (What must be managed)

  • Business Case
  • Organization
  • Quality
  • Plans
  • Risk
  • Change
  • Progress

3. The Seven Processes (How to manage)

  • Starting up a Project
  • Directing a Project
  • Initiating a Project
  • Controlling a Stage
  • Managing Product Delivery
  • Managing a Stage Boundary
  • Closing a Project

4. Certification Levels

  • Foundation: Confirms basic knowledge of the methodology.
  • Practitioner: Tests the ability to apply and tailor the method to scenarios.

Detailed Timeline Evolution by Era and Year

PRINCE2 has evolved from a niche IT methodology to a global standard through three major revisions.

Era 1: The Foundations (1975–1989)

  • 1975: Simpact Systems Ltd. creates the PROMPT (Project, Resource, Organization, Management, and Planning Technique) methodology.
  • Early 1980s: UK Central Computer and Telecommunications Agency (CCTA) licenses PROMPT.
  • 1989: CCTA enhances PROMPT II, renaming it PRINCE (PROMPT in the CCTA Environment), mandated for UK IT projects.

Era 2: Launch and Public Adoption (1990–2005)

  • 1990: PRINCE is released into the public domain.
  • 1996: PRINCE2 is released by CCTA, designed for a broader range of projects (non-IT).
  • 2000: Ownership transfers to the UK Office of Government Commerce (OGC).
  • 2002/2005: Major revisions to the manual structure, strengthening the “product-based planning” approach.

Era 3: Modernization & Privatization (2009–2021)

  • 2009: Major “Refresh” released, introducing the seven principles, themes, and processes. Focuses on simplicity and customizability.
  • 2013: Ownership transfers to AXELOS Ltd, a joint venture between the UK Government and Capita.
  • 2017: PRINCE2 2017 Update (6th Edition) is released, focusing on enhanced flexibility and tailoring guidance.
  • 2018: Launch of PRINCE2 Agile.
  • 2021: PeopleCert acquires AXELOS, taking full ownership of the methodology.

Era 4: The 7th Edition (2023–Present/2026)

  • September 2023: Launch of PRINCE2 7th Edition.
  • 2024: PRINCE2 is branded as “PRINCE2 Project Management”.
  • 2026 (Current): Focus on hybrid delivery, digital transformation, and sustainability within the 7th edition framework.
Mark Whitfield, May 2011 – Registered PRINCE2 Practitioner with ILX
May 2011 – Registered PRINCE2 Practitioner with ILX, Mark Whitfield
Prince2, Plan On a Page POaP, MS Excel Template
Prince2, Plan On a Page POaP, MS Excel Template

Mark Whitfield IT Project Manager, Brief Summary

Mark Whitfield is a highly experienced, SC-cleared Senior Project Manager and IT professional with over 31 years of experience in both public and private sectors, specializing in software development, cloud migration, and IT systems delivery.

He is currently associated with Capgemini (since 2016) and runs a project management resource website, PROject Templates.

Joined Capgemini in 2016 having worked at ascending points in software development lifecycle projects for over 31 years
Joined Capgemini in 2016 having worked at ascending points in software development lifecycle projects for over 31 years

Key Qualifications & Experience:

  • Roles: Senior Project Manager, Engagement Project Manager, Delivery Manager, and former programmer.
  • Methodologies: PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches.
  • Sector Experience: Extensive experience in finance and banking, including ATM software swap-outs, cloud migration (Azure, AWS, Power Platform), and POS monitoring systems.
  • Background: Graduated in Computing in 1990; worked as a developer (COBOL, SQL, Tandem / HPE NonStop) before transitioning to project management.
PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches
PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches

Professional Highlights:

  • Delivered major projects for clients such as Barclays, Bank of England, HSBC, Royal Mail Group, UK & Welsh Government, Heathrow, and Jaguar Land Rover.
  • Led complex IT infrastructure projects and business transformations.
  • Maintains mark-whitfield.com, offering over 200 project management templates, trackers (RAID, budget, benefit, cost etc.), and many plans for Agile / Waterfall projects including 30+ Plan On a Page (POaP) and MS Project MPP examples (click on Blog above for a summary).
  • Provides specialized templates for PRINCE2 7th edition and MS Project (MPP).
December 2022 – C&CA UK’s Communications & Engagement Award Winner – Cloud & Custom Applications – Capgemini UK
December 2022 – C&CA UK’s Communications & Engagement Award Winner – Cloud & Custom Applications – Capgemini UK
November 2017 – Advanced Engagement Management Course – Level 2 Exam
November 2017 – Advanced Engagement Management Course – Level 2 Exam
June 1990 – Higher National Diploma in Computer Studies (DISTINCTION – overall top) – BIHE
June 1990 – Higher National Diploma in Computer Studies, Distinction

Read more…

Mark Whitfield, SC Cleared Senior Project Manager, Manchester

Mark Whitfield is a highly experienced, SC-cleared Senior Project Manager and Engagement Manager specializing in complex IT software development lifecycle (SDLC) projects, digital transformation, and cloud migrations.

Currently based in Greater Manchester, UK, he has over 31 years of experience in the IT industry, working with major blue-chip companies across various sectors, including UK Government, retail banking, aerospace, and utilities.

Mark Whitfield SC Cleared Senior Project Manager
Mark Whitfield | SC Cleared
Senior Project Manager

He is a certified PRINCE2 Practitioner, skilled in both Agile SCRUM and Waterfall methodologies.

Website Links:

Professional Biography:

Mark specializes in bridging technical teams and business stakeholders, delivering complex IT systems under challenging conditions.

His career spans from early roles as a developer on Tandem Mainframe Computers (HPE NonStop) to senior management positions focusing on cloud resources, API integrations, and CRM platform implementations.

  • Key Skills: Project Planning, Stakeholder Management, Financial Forecasting, Risk Management (RAID), Agile Scrum, PRINCE2, ITIL.
  • Key Strengths: Cloud Migration (Azure/Dynamics 365), Payment Systems (ATM/POS), and API-led connectivity.

Detailed Career Timeline:

  • Nov 2023 – Feb 2024 (UK Government – Capgemini): Acted as Client-Side Technical Delivery Manager for a £1m+ Fish Export Service (FES) to CHIP project, facilitating Azure-based API updates for UK-Northern Ireland trade.
  • Nov 2022 (UK Government – Capgemini): Managed two Microsoft Dynamics 365 Azure Cloud projects, including a £0.4m Dynamics 2016 migration and a £0.54m CRM platform discovery/build.
  • Feb 2022 (UK Utility Industry – Capgemini): Managed a £0.5M project migrating legacy document management systems to an Azure-based Enablon product.
  • 2020 (UK Gov – Capgemini): Senior PM for a £375k Agile proof-of-concept (POC) project migrating legacy applications (MS Access/Oracle) to Microsoft Azure and Dynamics 365.
  • Oct 2018 – June 2019 (MuleSoft): Served as Delivery Manager overseeing 5+ UK accounts for MuleSoft Anypoint Platform (API-led connectivity) implementations.
  • Oct 2017 (Automotive Industry – Capgemini): Managed a £430k Digital Readiness project and a £670k Customer Portal/Online Sales project (Agile).
  • May 2017 (Local Govt – Capgemini): Led a £400k telecommunications project (CCaaS) for the Support for Mortgage Interest (SMI) program.
  • Jan 2017 (Aerospace/Def – Capgemini): Senior Project Lead for two £1.3M projects with high-governance and gated deliverables.
  • Jan 2016 – Present (Capgemini UK): Joined as an Engagement Manager (A8), working on projects including Apple iOS app development for UK Air Traffic (NATS) and a £4.3M data center migration for Postal Services.
  • Dec 2014 – Jan 2016 (Betfred Limited): IT Senior Digital Project Manager for online/mobile payment gateways and sports book platforms.
  • Sep 2013 – Dec 2014 (Wincor Nixdorf): Senior Project Manager for a £5+ million ATM/POS software swap-out at a UK retail bank.
  • 2013 (Retail Banking – Riyadh): Delivered an RTLX transaction tracking project (BASE24 Classic) at a Saudi Arabian bank.
  • 1995 – 2013 (Insider Technologies): Worked on Strategic Technical Initiatives and bank-facing projects on the HPE NonStop platform (Tandem) for products Reflex 80:20, Reflex ONE24, RTLX and XPERT24.
  • 1990 – 1995 (The Software Partnership/Deluxe Data): Commenced career as a programmer specializing in electronic banking software on Tandem Computers (HPE NonStop), sp/ARCHITECT-BANK

Education:

  • 1988 – 1990: Higher National Diploma (HND) in Computing, Distinction/Overall First, Bolton Institute of Higher Education (now University of Greater Manchester from 2024).

Mark Whitfield, SC Cleared Senior Project Manager, Manchester

Soft Skills of Successful Project Managers

Soft Skills of Successful Project Managers

Mark Whitfield is a highly experienced, SC-cleared Senior Engagement Project Manager

Mark Whitfield is a highly experienced, SC-cleared Senior Engagement Project Manager at Capgemini UK (2016–present), specialising in complex Agile and Waterfall digital transformations, cloud migrations (Azure/AWS), and application modernisation.

Based in Manchester, he has delivered high-value projects for government, automotive, and aerospace sectors, often acting as a key client-side technical lead. 

Mark Whitfield is a highly experienced SC cleared Senior Engagement Project Manager
Mark Whitfield is a highly experienced, SC-cleared Senior Engagement Project Manager

Key Capgemini Projects and Account Experience (2016–Present)

  • UK Government – Fish Export Service (£1m+): Served as Technical Delivery Manager (Nov 2023–Feb 2024), leading two Agile Scrum teams to build a CHIP inspection portal, extending APIs in MS Azure cloud.
  • UK Government – MS Dynamics Cloud Migration (£1m+): Managed start-up and delivery of Azure Cloud projects (Nov 2022), including migrating 12 Dynamics 2016 apps to Dynamics 365 Online.
  • UK Utility Industry – Cloud Migration (£0.5m+): Led the transition from a legacy document management system (EQS) to Microsoft Azure product Enablon.
  • Automotive – Digital Transformation (£1m+): As Engagement Manager (Oct 2017), managed a £670K Customer Portal/New Car Online Sales project and a £430K Digital Readiness project at the Aston Agile Delivery Centre.
  • Postal Services – Migration Project (£4.3m): Acted as PM for a major migration of 1100+ interfaces between data centres in 2016.
  • Aerospace & Defence – iOS App Delivery: Led Agile delivery of new Apple iOS apps for a UK-wide air traffic organisation, handling sensitive military and public-facing data. 

Specialised Skills and Roles

  • Roles: Engagement Manager (A8), Senior Project Manager, Technical Delivery Manager, Delivery Manager.
  • Certifications: Registered PRINCE2 Practitioner, Certified Engagement Manager (Capgemini Advanced EM Course), Agile SCRUM, ITIL, and AZ-900 Azure Fundamentals.
  • Expertise: Software Development Lifecycle (SDLC), Cloud Migrations (Azure/AWS), MuleSoft Anypoint Platform, Refactor/Re-host/Re-platform patterns.
  • Recognition: C&CA UK’s Communications & Engagement Award Winner 2022 for Cloud & Custom Applications. 

Previous Experience

  • MuleSoft (Oct 2018–June 2019): Augmented as a Delivery Manager, managing up to 5 UK accounts using Outcome Based Delivery (OBD) for API-led projects.
  • Betfred (2014–2016): Senior Digital Project Manager for online/mobile gambling platforms.
  • Wincor Nixdorf / Insider Technologies (1995–2013, see below also): Focused on HPE NonStop/BASE24 banking software and legacy ATM software replacement, including projects for Lloyds Banking Group and in Saudi Arabia. 

Mark is recognized for being a “no-ego” leader, proactive with detail, and highly effective at managing complex stakeholder environments, often providing a “barrier” for developers against challenging clients, according to colleague feedback. 

Mark Whitfield worked at Insider Technologies Limited (ITL) for 18 years, from 1995 to 2013. During his tenure, he progressed from technical roles to Manager of Strategic Technical Initiatives, serving as a Project Manager, Pre-sales Technical Consultant, and Team Lead. 

Below is his work focus broken down by era and project type for Insider Technologies Limited, Salford Quays:

Early Era: Technical Foundations & Product Support (1995 – Early 2000s)

Whitfield’s initial focus was heavily technical, providing hands-on support and development specifications for the company’s core HP NonStop (Tandem) banking products. 

  • Core Technical Support: Provided 24×7 technical support for major financial institutions including the Bank of England, Royal Bank of Scotland, and Euroclear (formerly CRESTCo).
  • Security & Cryptography: Supported Thales e-SECURITY products (Security Resource Manager and SafeSign) running on NSK, Windows, and Unix platforms, focusing on cryptographic functions like MACcing and PKI verification for banking applications.
  • Developer Management: Acted as a manager for developers, providing technical details and specifications for implementation on NonStop development projects. 

Middle Era: Product Development & Design (Mid-2000s – 2008)

During this period, his role expanded into technical design and product management for new software solutions. 

  • XPERT24 Product Launch: Produced the technical design documents and program specifications for XPERT24 (XPNET Performance Monitoring and Tracking).
    • Designed it to monitor the XPNET layer of BASE24, specifically tracking ATM/POS transaction interchange counters.
    • Authored the supporting marketing literature and technical user manuals.
  • R&D Initiatives: Led research and development for BASE24 (P)TLF log file analysis, integrating the Windows-based product Sentra to provide graphical front-end interfaces.
  • HSBC Implementation (2008): Headed the team that successfully delivered mainframe ATM and POS monitoring software to HSBC bank. 

Late Era: Strategic Initiatives & Major Bids (2008 – 2013)

In his final years at ITL, he focused on large-scale business transformation and high-value project management. 

  • Strategic Technical Initiatives: Served as the Manager of Strategic Technical Initiatives, bridging the gap between sales and technical delivery.
  • LloydsTSB ‘OISS’ Replacement: Managed a major bid to replace the legacy “OISS” operations tool at LloydsTSB (which monitored 5,000 ATMs) with ITL’s Reflex ONE24 product.
    • Responsible for gap analysis, technical assessment, and project costing.
  • Architecture & Design Partnerships: Worked closely with joint architects at Alliance & Leicester (now Santander) on the design and development of what would become a primary product set.
  • Product Portfolio Oversight: Managed the lifecycle of primary products including Reflex 80:20, Reflex ONE24, and the more recently introduced MultiBatch.

Mark Whitfield is a Senior IT Project Manager

Mark Whitfield is a Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC), specializing in digital transformation, payment systems, and HPE NonStop (Tandem) technology.

He is SC cleared (valid until 2031) and currently works at Capgemini UK, having transitioned from a technical programming background to senior project leadership roles. 

He is also the creator of PROject Templates, providing a comprehensive, editable suite of over 200 project management tools built over 24+ years of experience. 

Comprehensive Career Timeline by Era

1. Technical Foundations & Mainframe Development (1990–1995) 

  • 1990: Graduated in Computing at University of Bolton; started as a programmer at The Software Partnership (later Deluxe Data), Runcorn.
  • 1990–1994: Specialised in electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers (HPE NonStop), developing in COBOL85 and NonStop SQL for major banks.
  • 1994: Developed batch billing modules for Barclays Business Master II (BBM II) on-site in Knutsford and Poole.

2. Advanced Technical Management & Product Focus (1995–2013) 

  • 1995–2013: Worked at Insider Technologies Limited as Senior Development Engineer/ Project Manager.
  • 1997: Conducted volume testing/benchmark software for CRESTCo (now Euroclear) on new S7000 hp NonStop nodes.
  • 2002: Managed and attained the first HP OpenView Operations 2-way Smart Plug-In (SPI) certification for the HPE NonStop platform.
  • 2000s (Early): Developed RTLX (Real-Time Log Extraction) for BASE24 POS and ATM transaction monitoring, collaborating with banking clients like HSBC and Global Payments.
  • 2013: Delivered a large BASE24 transaction tracking project at Al Rajhi Bank in Riyadh, Saudi Arabia. 

3. Senior Project Management & Banking Upgrades (2013–2016) 

  • 2013–2014: Senior Project Manager at Wincor Nixdorf UK, managing a £5M+ ATM/POS software replacement programme (Self-Service Software Replacement) for Lloyds Banking Group (LBG).
  • 2014–2016: Senior IT Digital Project Manager at Betfred, delivering online and mobile platform projects (iOS/Android) using Agile SCRUM. 

4. Digital Engagement & Cloud Transformation (2016–Present)

  • 2016: Joined Capgemini UK as a client-facing Engagement Manager (SC Cleared).
  • 2016–2017 (Aerospace): Managed Agile delivery for air traffic control iOS apps.
  • 2016–2017 (Postal): Project Manager for a £4.3M migration of 1100+ interfaces for a major postal client.
  • 2017–2018 (Automotive): Managed a £670K Customer Portal/ New Car Online Sales project and Digital Readiness project.
  • 2018–2019 (MuleSoft): Augmented as Delivery Manager for MuleSoft Professional Services, managing API-led projects.
  • 2020–Present (UK Government): Led various MS Azure and Cloud migration projects, including a £13.5m programme to migrate 130 UK government apps. 

Key Areas of Expertise

  • Methodologies: Agile (SCRUM), Waterfall, PRINCE2 Practitioner, ITIL.
  • Technical Knowledge: HPE NonStop (Tandem), BASE24, Middleware, Cloud (AWS/Azure), PCI DSS Compliance.
  • Sector Experience: Retail Banking, Public Sector, Aerospace & Defence, Automotive, Gambling & Casino. 

PROject Templates Resource Overview

Mark Whitfield provides an extensive and fully editable project management template bundle (200+) developed from his 30+ year career. 

  • Format: Excel, PowerPoint (PPT), Word (DOC), and MS Project (.mpp msp mpt).
  • Key Templates:
    • Planning: Plan on a Page (POaP), Detailed Project Plans (Waterfall/Agile).
    • Tracking: RAID logs (Risk, Action, Issue, Dependency/Decision), Budget & Burn Tracking (Actuals vs Forecasts).
    • Governance: Status Reports, RACI, Stakeholder Analysis, Project Delivery Checklists.
  • Key Features: Designed for immediate use, fully customizable, and offers free lifelong upgrades and additions. 

ProjectTemplatesSoft for Project Management Templates & free upgrades

ProjectTemplatesSoft is an established Etsy shop specializing in professional-grade project management tools and documentation templates. Based in the UK, the shop focuses on providing structured frameworks for methodologies like PRINCE2 and Agile, catering to project managers, consultants, and business owners who need “ready-to-use” industry-standard assets. 

Plan On a Page POaP example template in Microsoft PowerPoint (35+)

You can view the full current inventory and read customer reviews directly on the ProjectTemplatesSoft Etsy Shop Page. 

Example of many POaP Plan On a Page templates for tailoring in MS PPT

Full Overview

The shop’s primary value proposition is bridging the gap between complex theoretical frameworks (like PRINCE2) and practical, everyday project execution. Their products are designed to be fully editable and professionally formatted to save users hundreds of hours of manual document creation. 

Example Agile Sprint Burn Down Chart template in MS Excel
  • Platform Focus: Primarily Microsoft Excel and Microsoft Word.
  • Target Audience: Project managers (PMs), PMO leads, small business owners, and consultants.
  • Key Methodology Support: PRINCE2 (Project in Controlled Environments) and Agile Project Management.
  • Unique Selling Point: Includes annotated walkthrough guides and practical examples within the templates to help users “tailor” tools to their specific projects. 
Example of many MS Excel Budget Finance tracker templates to tailor

Detailed Breakdown of Template Offerings

The shop provides a wide range of assets, typically categorized by project phase or methodology: 

1. Waterfall & PRINCE2 Specifics

These templates focus on structured, sequential project delivery.

  • PRINCE2 MS Excel Plans: Fully annotated and editable project plans that follow the PRINCE2 methodology.
  • Waterfall Project Planners: Comprehensive tools that often include Gantt charts and resource cost trackers.
  • Document Bundles: Frequently includes “FREE Upgrades and additions” and a variety of MS Word templates for formal reporting and governance. 
Example template charts for the MS Excel Budget / Cost trackers

2. Project Control & Tracking Tools

Highly functional spreadsheets for day-to-day oversight:

  • Gantt Chart & Timeline Trackers: Automated trackers for visualizing project schedules.
  • Resource & Cost Trackers: Specialized Excel sheets for monitoring budget vs. actual spend and personnel allocation.
  • Action & Task Trackers: Simple but effective tools for logging team responsibilities and deadlines. 
Example of many MSP MPP Microsoft Project Plan templates to tailor

3. Agile & Lean Assets

For teams operating in iterative environments:

  • Agile Project Templates: Specific documents for sprint planning and backlog management.
  • Kanban Boards: Visual task management layouts within Excel or Google Sheets environments. 
Example Agile Burn Up Chart template in MS Excel

Why Users Choose ProjectTemplatesSoft?

  • Expert Craftsmanship: Reviews highlight that the seller is knowledgeable and provides active support for project management questions.
  • Comprehensive Documentation: Unlike basic planners, these often come with Word walkthrough guides, ensuring the buyer knows how to actually use the tool in a professional setting.
  • Cost Efficiency: Buying a pre-built, professional bundle is significantly cheaper than hiring a consultant to build a PMO toolkit from scratch. 
Documentation Templates Walk-through provided

You can view the full current inventory and read customer reviews directly on the ProjectTemplatesSoft Etsy Shop Page. 

Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions. 

Many POaP Plan On a Page examples

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp). 

1. Planning & Scheduling

  • MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
  • Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
  • Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries. 
Example Plan On a Page POaP

2. PRINCE2 & Governance

  • Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
  • Reporting: Highlight reports, exception reports, and end-stage reports. 
PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

  • RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
  • Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
  • RACI Matrix: Resource Responsibility Assignment Matrix. 
Many Project Budget / Financial Tracker examples

4. Execution & Delivery

  • SDLC: Detailed Software Development Life-cycle plans.
  • Deployment/Runbook: Execution and release planning documents.
  • Agile: Burn down and burn up charts. 
Example Agile Scrum Burn Down Chart

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update). 

Example MS Excel Delivery Plan

1. Project Startup / Initiation Phase 

  • Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
  • Key Templates: Project Brief, PID, Business Case, Project Board Structure. 

2. Planning Phase

  • Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
  • Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log. 

3. Project Execution / Control Phase

  • Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
  • Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker. 

4. Project Close Phase

  • Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
  • Key Templates: End Project Report, Lessons Log, Benefits Realization Plan. 

Summary of Key Features

  • Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
  • Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
  • Support: Free lifetime upgrades (and additions) to the latest template package after purchase. 
  • Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.