Category: Scrum

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 Senior SC Cleared IT Project Manager

Mark Whitfield is a Senior, SC cleared IT Project and Engagement Manager with over 30 years of experience, specializing in the software development lifecycle (SDLC) for large-scale digital and financial payment systems. 

Mark Whitfield is a Senior, SC cleared IT Project and Engagement Manager

Professional Experience by Year

  • 2016–Present: Capgemini UK (Manchester)
    • Role: SC cleared Engagement Manager (A8), Custom Bespoke Solutions.
    • Key Projects: Leading high-value digital transformations and cloud migrations for UK Government applications, automotive (Jaguar Land Rover), and aerospace (Air Traffic Management iOS apps).
  • 2014–2016: Betfred Limited (UK)
    • Role: IT Senior Digital Project Manager, Online and Mobile Division.
    • Key Projects: Managed multiple Agile SCRUM projects for payment gateways, sportsbooks, and virtual gaming components across iOS, Android, and Windows platforms.
  • 2013–2014: Wincor Nixdorf Limited (UK)
    • Role: Project Manager, Professional Services – Banking Division.
    • Key Projects: Managed a £5M+ workstream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) program, migrating legacy HP NonStop systems to AIX-based Oracle technologies.
  • 1995–2013: Insider Technologies Limited
    • Role: Project Manager – Strategic Technical Initiatives / Senior Development Engineer.
    • Key Projects: Led the development of diagnostic products like Reflex 80:20 and RTLX for global banks including HSBC and Al Rajhi Bank in Saudi Arabia.
  • 1990–1995: The Software Partnership (later Deluxe Data/FIS)
    • Role: Senior Programmer / Lead Analyst.
    • Key Projects: Developed electronic banking software (sp/ARCHITECT) for major banks like Barclays and TSB on Tandem/HP NonStop mainframes. 
Led the development of diagnostic products like Reflex 80:20 and RTLX

Education

  • Higher National Diploma (HND) in Computer Studies (1988–1990)
    • Institution: Bolton Institute of Higher Education, BIHE (now University of Greater Manchester).
    • Achievement: Graduated with Distinction (overall first in class across 2 years).
  • A-Levels in Computer Science and Biology (1985–1988)
    • Institution: Leigh College. 

Awards and Key Certifications

Higher National Diploma (HND) in Computer Studies (1988–1990)
  • Communications & Engagement Award Winner (2022): Awarded by Capgemini UK for Cloud & Custom Applications.
  • Project Recognition Award (2014): Awarded by Wincor Nixdorf for successful delivery of the Lloyds Banking Group SSSR project.
  • Microsoft Certified: Azure Fundamentals (AZ-900) (2022).
  • Certified Engagement Manager (2016): Level 2 Certification through Capgemini.
  • Registered PRINCE2 Practitioner (Since 2011).
  • Agile SCRUM Certified (Since 2011).
  • ITIL Foundation Certified (Since 2012).

Mark Whitfield Senior SC Cleared IT Project Manager

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).

Agile PRINCE2 Project Management Templates Gallery
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 TSB, Bank of Scotland, Rabobank, and Girofon (Denmark).
    • Technical Breakdown: Focused on low-level programming using COBOL85, NonStop 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 Manager, XPNET, BASE24, 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), Heathrow, Royal Mail Group, Bank of England, HSBC, Barclays, 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: TAL, TACL, COBOL85, SCOBOL, C, C++, Java, and ASP.NET framework.
  • Databases: NonStop SQL/MP, MS SQL.
  • NonStop Middleware: PATHWAY, XPNET, BASE24, EPS, and EMS (Event Management System).
  • Methodologies: Registered PRINCE2 Practitioner, Agile SCRUM, ITIL, and ISO9001:2008. 

Web Hyperlinks & Resources