Editable Project Management Templates for Agile and Waterfall projects

Mark Whitfield’s project management (PM) template collection is a comprehensive professional toolkit containing over 200 editable templates. Designed for both Agile Scrum and PRINCE2/Waterfall delivery, the set is built on over 24 years of real-world experience and is available for purchase on his official website and Etsy

Core Planning & Tracking Templates

  • Detailed Project Plans: Comprehensive Microsoft Project (MPP) and Excel plans mapped to the Software Development Life Cycle (SDLC).
  • Plan on a Page (POaP): High-level visual summaries for client presentations, provided in both Excel and PowerPoint.
  • RAID Log: A robust Excel tracker managing Risks, Assumptions, Issues, and Dependencies, often including tabs for Change Requests and Lessons Learned.
  • Financial Trackers: Detailed spreadsheets for tracking project forecasts, actuals, variance, and resource costing.
  • RACI Matrix: Essential for defining roles (Responsible, Accountable, Consulted, Informed) within the project team. 

Methodology-Specific Artifacts

  • Agile Scrum: Includes burn-down and burn-up charts, sprint planning logs, and templates for daily stand-ups and retrospectives.
  • PRINCE2/Waterfall: Tailored plans for 7th Edition standards, including project mandates, transition plans, and close-out checklists. 

Reporting & Documentation

  • Status Reports: Weekly and monthly templates in Word and PowerPoint to communicate project health to stakeholders.
  • Walkthrough Guides: The ZIP package includes Microsoft Word documents explaining how to use and customise each major template.
  • Additional Tools: Benefits realisation plans, resource trackers, project organisation charts, and dependency logs. 

Key Features

  • Format: Primarily Microsoft Office (Excel, Word, PowerPoint, Project) for compatibility across desktop and mobile.
  • Lifetime Value: A one-time purchase typically includes FREE upgrades for life; users can re-contact the author for updated versions of the toolkit.
  • Customisability: All files are fully editable to suit specific project or organizational needs.

Editable Project Management Templates for Agile and Waterfall projects

Building a Product on Paper and in Reality

Building a Product on Paper and in Reality

Project Management LinkedIn Group

Project Management LinkedIn Group

https://www.linkedin.com/groups/163300

Project Management Café, PRINCE2 Agile SCRUM Kanban MPP MSP Templates ITIL LEAN DevOps PMP Six Sigma

This is a Project Management Group Café for PM students, graduates and professionals looking to either locate, discuss or contribute ideas for PM templates for; Agile, Scrum, Kanban, PRINCE2 Waterfall projects, e.g. Plan on a Page (POaP), RACI, MPP, RAID logs, finance trackers, status reports, org charts etc. etc.

Project Management LinkedIn Group

PRINCE2 and Agile Project Management Templates Gallery

A gallery and inventory of screenshots for the Project Management Templates (both Agile and PRINCE2 waterfall projects) that are all available to be purchased as a bundle from this website link (note: upgrades to the latest template package after purchase, are totally FREE).

PRINCE2 & Agile PM Templates Gallery

PM templates include MS Project MPP and MS Excel detailed plans including PRINCE2 and Agile delivery, Gantt Plan on a Page examples (POaP), finance trackers, status reports, RAID logs (Risk, Issue, Assumption, Dependency log), RACI tracker (Responsible, Accountable, Consulted, Informed), agile burn down chart and burn up chart, resource tracker, benefits realization plan etc. etc.

(Download the Template Inventory PDF file – 15MB)

Join the FREE PM templates related Facebook Group (LIKE Facebook page) and LinkedIn Group.

PRINCE2 and Agile Project Management Templates Gallery examples

MPP Microsoft Project Plan Examples
Agile Scrum Burn Down (and Up) Chart in Microsoft Excel
Example Microsoft Excel Spreadsheet Examples for Project Planning

PRINCE2 & Agile PM Templates Gallery

Principles of Agile

Principles of Agile

Mark Whitfield Online Resume Overview

Mark Whitfield is a highly experienced Senior IT Project Manager and former developer with over 30 years of expertise in HP NonStop (formerly Tandem) systems, primarily within the electronic banking and payments sectors. He is currently a Senior Project Manager at Capgemini (SC cleared until 2031) and maintains a professional portfolio at mark-whitfield.com

Historical Timeline & Customer Breakdown

  • 1990 – 1995: The Software Partnership / Deluxe Data (now FIS)
    • Customer/Projects: Developed electronic banking software, specifically sp/ARCHITECT-BANK, for major financial institutions including TSBBank of ScotlandRabobank, and Girofon (Denmark).
    • Technical Breakdown: Focused on low-level programming using COBOL85NonStop SQL, and TAL (Transaction Application Language).
    • Role: Programmer.
  • 1995 – 2013: Insider Technologies Ltd (ITL)
    • Customer/Projects: Focused on HP NonStop monitoring, diagnostic, and payment software for high-value banking clients. Key products included Enterprise ManagerXPNETBASE24, and EPS.
    • Technical Breakdown:
      • XPERT24: Produced technical designs for this performance monitoring tool to track XPNET layers and transaction interchange counters (ATM/POS approval rates).
      • RTLX Payments: Served as IT Project Manager for RTLX (Real-Time Long-term eXchange) payment software.
      • Infrastructure: Extensive use of Guardian utilities (PATHWAY, SCF, FUP, INSPECT), TACL, and SCOBOL.
    • Role: Software Design, Team Leading, and Product Management.
  • 2013 – 2016: Freelance / Contract Projects
    • Customer/Projects: Managed software development lifecycle (SDLC) projects for various blue-chip companies.
    • Role: IT Project Manager.
  • 2016 – Present: Capgemini
    • Customer/Projects: Managing large-scale digital and public sector transformations. Notable clients include UK Government (MS Azure Cloud migration), Jaguar Land Rover (JLR)HeathrowRoyal Mail GroupBank of EnglandHSBCBarclays, and Deutsche Bank.
    • Technical Breakdown: Transitioned from legacy Tandem environments to modern Agile Scrum delivery and Microsoft Azure Cloud hosting.
    • Role: Senior Project Manager / Technical Delivery Manager.

Technical Breakdown by Competency

  • Operating Systems: HP NonStop (Guardian/NSK), Windows, Linux, Unix.
  • Programming Languages: TALTACLCOBOL85SCOBOL, C, C++, Java, and ASP.NET framework.
  • Databases: NonStop SQL/MP, MS SQL.
  • NonStop Middleware: PATHWAYXPNETBASE24EPS, and EMS (Event Management System).
  • Methodologies: Registered PRINCE2 PractitionerAgile SCRUM, ITIL, and ISO9001:2008. 

Web Hyperlinks & Resources

Agile Development Overview and Detailed Timeline by Era

Agile development is an iterative and incremental approach to project management and software delivery that prioritises flexible planning, frequent delivery of working software, and rapid response to change. At its core, Agile seeks to shorten work cycles to deliver value to customers quickly while using frequent feedback to improve quality. 

Core Overview

The foundation of modern Agile is defined by the Agile Manifesto (2001), which establishes four central values: 

  • Individuals and interactions over processes and tools.
  • Working software over comprehensive documentation.
  • Customer collaboration over contract negotiation.
  • Responding to change over following a plan. 

The Agile life cycle typically moves through six phases: Concept, Inception, Iteration, Release, Maintenance, and Retirement


Comprehensive Timeline of Agile Development

Agile did not emerge in a vacuum; it evolved from early 20th-century industrial concepts and decades of experimentation in software engineering. 

Era 1: The Industrial & Theoretical Roots (1910s – 1960s)

This era established the foundational concepts of efficiency, waste reduction, and iterative cycles that would later inform Agile frameworks. 

  • 1911: Frederick Taylor publishes The Principles of Scientific Management, advocating for managers to analyse and adopt worker-led process improvements.
  • 1930s: Walter Shewhart at Bell Labs develops the Plan-Do-Check-Act (PDCA) cycle, a groundbreaking iterative methodology for quality control.
  • 1948: Toyota formalises the Toyota Production System (Lean), introducing concepts like Kaizen (continuous improvement) and Just-in-Time manufacturing.
  • 1957: Gerald Weinberg and others at IBM begin using incremental development on projects.
  • 1958: NASA’s Project Mercury uses half-day iterations and test-first development, marking one of the earliest high-stakes uses of iterative cycles.

Era 2: Evolutionary Alternatives to Waterfall (1970s – 1980s) 

As the rigid Waterfall model became dominant, practitioners began developing “lightweight” alternatives to handle complex, shifting requirements. 

  • 1970s: Barry Boehm proposes Wideband Delphi, an early forerunner to Planning Poker.
  • 1976: Tom Gilb publishes the Evolutionary Delivery Model (Evo), perhaps the first explicitly named incremental alternative to Waterfall.
  • 1980: Toyota introduces Visual Control, the predecessor to Agile “information radiators” like Kanban boards.
  • 1986: Hirotaka Takeuchi and Ikujiro Nonaka publish “The New New Product Development Game” in Harvard Business Review, introducing the “rugby” approach that inspired the Scrum framework.
  • 1988: Barry Boehm formalises the Spiral Model, an iterative model focused on identifying and reducing risks. 

Era 3: The Proliferation of Frameworks (1990 – 2000) 

This decade saw a “crisis” in software development where traditional methods failed to keep up with the personal computing boom, leading to the birth of modern frameworks. 

  • 1991: James Martin publishes Rapid Application Development (RAD), formalising the use of timeboxing and iterations.
  • 1993: Jeff Sutherland and team at Easel Corporation first implement Scrum as a formal process.
  • 1994: The Dynamic Systems Development Method (DSDM) is created as a non-profit consortium to provide a framework for RAD.
  • 1995: Ken Schwaber and Jeff Sutherland co-present the Scrum methodology at the OOPSLA conference.
  • 1996: Kent Beck creates Extreme Programming (XP) while working on the Chrysler Comprehensive Compensation (C3) project.
  • 1997: Jeff De Luca introduces Feature-Driven Development (FDD).
  • 1999: Kent Beck publishes Extreme Programming Explained, popularising many engineering practices like pair programming.

Era 4: The Manifesto & Mainstream Adoption (2001 – 2010)

Agile shifted from a niche experimental approach to a global industry standard. 

  • 2001 (Feb): 17 developers meet at Snowbird, Utah, and author the Manifesto for Agile Software Development.
  • 2001 (Post): The Agile Alliance is formed to promote the manifesto’s values.
  • 2003: Mary and Tom Poppendieck publish Lean Software Development, formally linking Lean manufacturing principles to Agile.
  • 2005: Mike Cohn introduces Planning Poker in Agile Estimating and Planning.
  • 2007: The Scaled Agile Framework (SAFe) is introduced by Dean Leffingwell to apply Agile to large enterprises.
  • 2009: The concept of DevOps emerges, seeking to bridge the gap between Agile development and IT operations. 

Era 5: Scale, Transformation, and Modern Evolution (2011 – Present)

Agile has expanded beyond software into marketing, HR, and education, becoming a “culture” rather than just a tool. 

  • 2011: The Project Management Institute (PMI) introduces the Agile Certified Practitioner (PMI-ACP).
  • 2012–2015: Agile adoption surpasses 50% in the development world as success metrics become undeniably clear.
  • 2017: AXELOS updates PRINCE2 to make agility a core focus of the project management standard.
  • 2020s: Continued evolution toward “Business Agility,” where entire organisations adopt Agile mindsets to survive rapidly changing market conditions. 

Agile Development Overview and Detailed Timeline by Era

AI Projects and Methodologies for Managing AI Projects

Artificial intelligence (AI) is transforming project management through two distinct but related paths: the use of AI-powered tools to manage general projects and the specialized methodologies required to manage AI development itself

1. Methodologies for Managing AI Projects

Traditional software development methods (like Waterfall) often fail for AI because these projects are experimental and non-linear. Specialized frameworks have emerged to handle the “data-first” nature of AI: 

  • CPMAI (Cognitive Project Management for AI): A leading methodology that combines Agile principles with data-centric phases: Business Understanding, Data Understanding, Data Preparation, Model Development, Model Evaluation, and Model Operationalization.
  • Agile-AI Hybrid: Adapts standard Agile by using “short-boxed” iterations for model training and allowing for a “flexible scope” because model performance is unpredictable until tested.
  • Data Driven Scrum: A variation of Scrum that prioritizes work based on data availability and experimental results rather than just feature backlogs.
  • MLOps (Machine Learning Operations): An operational framework focused on the continuous integration, deployment, and monitoring of models to prevent “model drift” after a project officially “ends”. 

2. AI-Augmented Project Management (The “AI Copilot”)

For non-AI projects, AI acts as an intelligent assistant to automate administrative tasks and provide predictive insights. 

3. Implementation Strategy

Experts recommend a phased approach to integrating AI into management workflows: 

  1. Assess Inefficiencies: Identify repetitive tasks (e.g., status reporting) that can be automated first.
  2. Data Governance: Ensure project data is clean and centralized; AI is only as good as the data it consumes (“Garbage In, Garbage Out”).
  3. Human-in-the-Loop: Use AI for data-heavy lifting, but retain human judgment for high-stakes leadership, ethics, and stakeholder empathy.

AI Projects and Methodologies for Managing AI Projects