Mark Whitfield’s PROject Templates

Mark Whitfield’s PROject Templates are widely regarded as a high-quality, practical toolkit for IT and project management professionals. Instead of generic, academic frameworks, his resources are built from over 24 years of real-world delivery experience managing multimillion-pound projects for blue-chip companies like Capgemini, Lloyds Banking Group, and Royal Mail.

The primary selling point of the package is that it bridges the gap between traditional structured governance (Waterfall, PRINCE2) and modern iterative execution (Agile Scrum).

Here is a breakdown of what makes them well-regarded and a few things to consider:

✅ Why They Are Considered Good

Massive, Comprehensive Bundle: The toolkit includes a downloadable ZIP file containing over 200 fully editable templates. This spans Microsoft Project (.mpp) plans, Excel dashboards, Word documents, and over 35 PowerPoint variations for stakeholder reporting.
Designed for “What Actually Works”: The tools are modeled after actual client-facing delivery rather than theoretical textbook guidelines. They cover essential day-to-day artifacts like RAIDs logs (Risks, Actions, Issues, Dependencies), Plan on a Page (POaP) timelines, RACI matrices, and financial forecast trackers.
No Software Lock-in: For teams or clients who do not use complex software like Microsoft Project or Jira, the toolkit provides lightweight Excel equivalents—such as standalone Excel POaPs and manual Burn Down/Up charts.
Exceptional Value & Free Lifetime Upgrades: Purchased directly via the PROject Templates Platform, the complete bundle is frequently offered at a promotional rate of £38.00. Once you buy it, all future additions and version upgrades are free for life.

⚠️ What to Keep in Mind

Microsoft Office Ecosystem: The templates are heavily built around MS Excel, Project, PowerPoint, and Word. While they work across multiple devices and cloud platforms, you will get the most seamless experience if your organization relies natively on the Microsoft 365 ecosystem.
Hybrid Focus: If your team is strictly 100% pure Agile and manages absolutely everything natively inside Jira or Asana, some of the hybrid Waterfall/Agile governance templates might feel more thorough than you strictly need. However, they are incredibly useful if you have to report Agile progress to traditional C-suite executives.

A Beginner’s Guide to Agile and Scrum

💡 Understanding the Core: Agile vs. Scrum

It is common to hear people use “Agile” and “Scrum” interchangeably, but they refer to two distinct concepts:

Agile is a guiding philosophy and mindset. It values flexibility, collaboration, and delivering value to users incrementally rather than all at once.
Scrum is a specific framework used to put Agile principles into practice. It provides a structured set of roles, meetings, and deliverables to get the work done.

Think of Agile as a healthy lifestyle, while Scrum is the specific workout routine you follow to stay in shape.

🔎 The Agile Philosophy

Traditional project management (often called the Waterfall model) relies on fixed, sequential phases: you plan everything upfront, build it, and test it at the very end. If customer needs change halfway through, pivoting is incredibly difficult.

Agile flips this by breaking a large project into smaller, manageable chunks. The core benefits include:

Adaptability: Teams can easily pivot based on new feedback.
Faster Delivery: Instead of waiting months or years for a final release, usable increments are delivered continuously.
Continuous Feedback: Stakeholders review the progress regularly to ensure the project stays on track.

📋 The Scrum Framework Breakdown

Scrum provides structure to the Agile philosophy by dividing work into short, time-boxed blocks called Sprints (typically lasting 1 to 4 weeks). To run Scrum, a team relies on three pillars: Roles, Artifacts, and Events.

1. Scrum Roles 👥

A typical Scrum team is cross-functional, self-organising, and consists of three specific roles:

Product Owner: Represents the customer or business. They are responsible for defining what needs to be built and prioritizing the work.
Scrum Master: Acts as a coach and facilitator. They ensure the team understands Scrum principles and clear away any obstacles or blockers preventing the team from working.
Developers/Team Members: The professionals who actually build the product (e.g., engineers, designers, writers). They decide how to execute the work.

2. Scrum Artifacts 🗒

Artifacts are the core deliverables or tracking tools used during a project:

Product Backlog: A master, living list of all features, requirements, and tasks needed for the project, ordered by priority.
Sprint Backlog: The subset of tasks chosen from the Product Backlog that the team commits to finishing during the current Sprint.
Increment: The actual usable, working portion of the product completed by the end of a Sprint.

3. Scrum Events (The Workflow) 🔄

Sprint Planning: At the start of a Sprint, the team meets to determine what items from the Product Backlog they can realistically complete.
Daily Scrum (Standup): A quick, 15-minute daily meeting where the team syncs on what they did yesterday, what they will do today, and any roadblocks they face.
Sprint Review: Held at the end of the Sprint. The team demonstrates the finished working increment to stakeholders to gather feedback.
Sprint Retrospective: The final meeting of the cycle. The team looks inward to evaluate their workflow and identify ways to improve the process for the next Sprint.

📖 Highly Rated Reading Material for Beginners

If you want to dive deeper into implementing these frameworks, here are highly regarded introductory books on Agile and Scrum:

Agile Scrum: Your Quick Start Guide with Step-by-Step Instructions by Scott M. Graffius: An award-winning, user-friendly paperback that guides beginners through the exact steps needed to implement Scrum from scratch.
Learn Agile and Scrum in 2 Hours by Kieran Morgan and Luke Pivac: An ultra-concise audiobook version that cuts through technical jargon to deliver an immediate “Agile 101” overview.
Agile Essentials You Always Wanted To Know by Vibrant Publishers: A comprehensive self-learning guide focused heavily on Agile planning, execution, and foundational methodologies.