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

Website Author IT Career Timeline Breakdown

Mark Whitfield is a highly experienced IT professional with a career spanning over 30 years, transitioning from a technical programmer to a senior digital engagement and project manager. His expertise is rooted in HPE NonStop (Tandem) systems and has evolved to encompass complex Agile and Cloud delivery across diverse industries. 

Early Technical Era (1990–1995)

Following his graduation in Computing in 1990, Whitfield began his career as a Programmer at The Software Partnership (later Deluxe Data). 

  • Focus: Electronic banking software, specifically sp/ARCHITECT-BANK on Tandem Mainframe Computers.
  • Key Work: Developed code for major banks including TSB, Barclays, and Rabobank. This included early digital innovations like voice-driven phone banking and inter-account transfers before the internet was widespread. 

Growth and Product Management Era (1995–2004) 

Whitfield joined Insider Technologies Limited (ITL) in 1995 as a Senior Programmer

  • Focus: Platform health and diagnostic software for HPE NonStop systems.
  • Key Projects:
    • Co-developed diagnostic plug-ins for the Reflex monitoring suite.
    • Managed the first HP OpenView Operations (OVO) Smart Plug-In certification for the NonStop platform in 2002.
    • Consulted for CRESTCo (Euroclear) in 1997, conducting benchmark testing on new S7000 nodes. 

Strategic Leadership and Project Management Era (2005–2014) 

During this decade, he transitioned into IT Project Management, focusing on high-value financial transaction tracking. 

  • Focus: Waterfall and Agile project delivery for payment systems and banking infrastructure.
  • Key Milestones:
    • 2011: Led a massive transaction tracking project at Al Rajhi Bank (Saudi Arabia), parsing terabytes of tape-archived data into a normalised SQL database.
    • 2013–2014: At Wincor Nixdorf, managed a £5+ million project for Lloyds Banking Group to migrate ATM driving responsibilities from legacy systems to AIX-based Oracle technologies. 

Senior Digital Engagement Era (2014–Present)

Since 2014, Whitfield has focused on senior-level digital transformation and engagement management. 

  • Betfred (2014–2016): Served as Senior Digital Project Manager for online and mobile platforms (iOS/Android), managing fraud detection and payment gateway integrations.
  • Capgemini (2016–Present): Joined as an Engagement Manager (SC cleared).
    • Focus: Managing large-scale Agile and Waterfall digital projects across aerospace, defence, and government sectors.
    • Notable Projects: Leading a £13.5m programme to migrate 130 UK government applications to the cloud (AWS/Azure) and delivering real-time airspace monitoring apps for air traffic organisations. 
Mark Whitfield IT Career Timeline Breakdown

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

iProPMTemplates on Etsy for Project Management Templates with FREE Upgrades

Mark Whitfield is a Senior Project Manager with over 30 years of experience in delivering PRINCE2 Waterfall and Agile Scrum projects. Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates), he provides a comprehensive bundle of over 200 professional project management templates. 

Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates)

Author Overview: Mark Whitfield

  • Professional Background: Graduated in Computing in 1990 and began his career as a programmer in electronic banking software.
  • Expertise: Senior Project Manager and PRINCE2 Practitioner with extensive experience in the Software Development Lifecycle (SDLC).
  • Value Proposition: His templates are designed to be “imitation-proof” professional toolsets used in real-world project delivery.
  • Support Policy: Offers FREE upgrades and additions for life to anyone who purchases his template bundles; users simply contact him via Etsy or his official website

Detailed Project Templates Inventory

The expanded inventory typically included in his master ZIP file covers the entire project lifecycle across various formats (Excel, Word, PowerPoint, and MS Project). 

1. Planning & Scheduling Templates

  • MS Project (MPP) Plans: Detailed SDLC Microsoft Project plans adaptable for Waterfall and Agile Scrum, including PRINCE2 7th Edition specific plans.
  • Excel Project Planners: Robust Waterfall and PRINCE2 planners with automated Gantt views, designed for users without MS Project licenses.
  • Plan on a Page (POaP): High-level PowerPoint and Excel templates for stakeholder presentations, showing project timelines and key milestones.
  • Agile Frameworks: Templates for Sprint planning, Daily Stand-ups, Sprint Reviews, and Retrospectives. 

2. Tracking & Control (RAID & RACI)

  • Comprehensive RAID Log: An Excel-based master tracker for Risks, Assumptions, Issues, Dependencies, and Decisions.
  • RACI Matrix: For defining roles and responsibilities (Responsible, Accountable, Consulted, Informed).
  • Agile Trackers: Includes Burn Down and Burn Up charts for teams not using Jira or similar tools. 

3. Financial & Resource Management

  • Project Financial Tracker: Detailed spreadsheets for tracking forecasts, actuals, margins, and variance.
  • Resource Costing Grid: Tools for estimating resource costs across project phases, useful for bidding and Statements of Work (SoW).
  • Capacity Planning: Templates for managing team availability and on-boarding mobilization kits

4. Documentation & Reporting

  • Status Reports: Weekly and monthly templates in Word and PowerPoint.
  • Standard PRINCE2 Artifacts: Complete set including Business Cases, Project Briefs, Highlight Reports, and End Stage Reports.
  • Governance Tools: Meeting minutes, stakeholder analysis plans, and Benefits Realisation Plans

iProPMTemplates on Etsy for Project Management Templates with FREE Upgrades

Project Management Templates Overview and Author Timeline

Mark Whitfield provides a comprehensive suite of over 200 editable project management templates designed for Agile, Waterfall, and PRINCE2 methodologies. These tools are based on his 30+ years of project delivery experience in high-stakes sectors like banking and aerospace. 

Overview of Project Management Templates

Whitfield’s collection, available on his official website and Etsy, includes specialized tools for various delivery phases: 

  • Planning & Scheduling: Includes Plan on a Page (POaP) (30+ PowerPoint examples for executive summaries), detailed MS Project (MPP) plans, and Excel-based Gantt charts for those without MS Project licenses.
  • Tracking & ControlRAID Logs (Risks, Actions, Issues, Dependencies/Decisions) with built-in charts, and RACI Trackers for defining roles and responsibilities.
  • Methodology-Specific Tools:
    • PRINCE2: Full 7th Edition MS Project plans and standard Word templates.
    • Agile/Scrum: Agile burn-down and burn-up charts, story dependency trackers, and sprint overview templates.
  • Financial Management: Detailed trackers for budgets, forecasts, actuals, margins, and resource costing per project phase.
  • Reporting & Governance: Weekly/monthly status report templates (Word and PowerPoint), project organization charts, stakeholder analysis plans, and meeting minutes.
  • Delivery & Mobilization: Onboarding kits, deployment runbooks, and Statement of Work (SOW) guidance for both Agile and Waterfall. 

Historical Career Timeline

Mark Whitfield’s template development is rooted in a career that evolved from technical programming to senior engagement management. 

  • 1990–1995: The Software Partnership / Deluxe Data: Started as a programmer specializing in electronic banking software for Tandem Computers (HPE NonStop).
  • 1995–2013: Insider Technologies (18 years):
    • 1997: Consultant at CRESTCo (now Euroclear) for volume testing and performance benchmarking.
    • 2002: Managed the first HP OpenView Operations 2-way Smart Plug-In certification for the NonStop platform.
    • Early 2000s: Transitioned to IT Project Manager, managing waterfall projects for real-time log extraction (RTLX) products for clients like HSBC.
    • Late 2000s–2013: Senior roles in product and project management, managing large-scale transaction monitoring for global banks.
  • 2013–2014: Wincor Nixdorf: Served as a Project Manager for the Banking Division, managing a £5m+ project for Lloyds Banking Group (LBG) to replace legacy software across their ATM estate.
  • 2014–2016: Betfred: Senior IT Digital Project Manager in the Online and Mobile Division, delivering projects using the Agile Scrum framework.
  • 2016–Present: Capgemini UK:
    • 2016: Lead Project Manager for a UK Air Traffic organization, delivering iOS apps for airspace visualization.
    • 2023–2024: Technical Delivery Manager for a £1m+ UK Government project involving fish export and health document portals.
    • Current: Serving as an Engagement Manager (Certified PRINCE2 Practitioner and Agile SCRUM) augmented into MuleSoft. 

Project Management Templates Overview and Author Timeline

Senior Project Manager vs Project Manager vs Program Manager

Senior Project Manager vs Project Manager vs Program Manager

Key Skills for the Project Manager

Key Skills for the Project Manager

PRINCE2 Management Stages Overview

In PRINCE2, a project is managed through a series of management stages, which are discrete sections of a project that the Project Board authorises at specific decision points. Every PRINCE2 project must have at least two stages: an initiation stage and at least one further delivery stage

PRINCE2 Management Stages Overview

A detailed breakdown of these stages, aligned with the seven core PRINCE2 processes, is provided below. 

1. Starting Up a Project (SU)

This is a pre-project process designed to determine if the project is viable and worthwhile before committing significant resources. 

  • Key Activities:
    • Appointing the Executive and Project Manager.
    • Developing an Outline Business Case.
    • Creating a Project Brief which defines objectives and scope.
    • Planning the initiation stage itself. 

2. Initiating a Project (IP)

This represents the first management stage of the project. It establishes the firm foundation for the project’s execution. 

  • Key Activities:
    • Creating the Project Initiation Documentation (PID), which includes the full Business Case, Project Plan, and management strategies for risk, quality, and communication.
    • Setting up project controls and refining the project approach.
    • Securing formal approval from the Project Board to proceed. 

3. Directing a Project (DP)

This is an ongoing process that spans the entire project lifecycle, focusing on high-level decision-making by the Project Board. 

  • Key Activities:
    • Authorising the project to start and approving each subsequent stage.
    • Giving ad hoc direction and advice to the Project Manager.
    • Making the final “stop/proceed” decisions at stage boundaries.

4. Controlling a Stage (CS)

This covers the day-to-day management of each delivery stage by the Project Manager. 

  • Key Activities:
    • Assigning work to teams via Work Packages.
    • Monitoring progress and managing risks and issues.
    • Reporting status to the Project Board through Highlight Reports

5. Managing Product Delivery (MP)

This process manages the link between the Project Manager and the Team Managers who are actually building the products

  • Key Activities:
    • Teams accepting and executing Work Packages.
    • Ensuring work meets the specified quality standards.
    • Delivering completed and tested products back to the Project Manager. 

6. Managing a Stage Boundary (SB)

This occurs at the end of each stage (except the final one) to help the Project Board decide whether to continue. 

  • Key Activities:
    • Reporting on the performance of the current stage.
    • Creating a detailed Stage Plan for the next stage.
    • Updating the overall Project Plan and Business Case with the latest information. 

7. Closing a Project (CP)

This is the final part of the last management stage, ensuring the project is shut down in a controlled manner. 

  • Key Activities:
    • Confirming all products have been accepted by the customer.
    • Capturing Lessons Learned for future projects.
    • Preparing an End Project Report to evaluate performance against the original plan.

PRINCE2 Management Stages Overview

PRINCE2 7 Themes / Practices of PRINCE2

In the PRINCE2 project management methodology, Themes (renamed to Practices in the 7th edition released in 2023) are the seven functional areas of project management that must be addressed continuously throughout the project lifecycle. They provide a structured framework for managing key aspects like cost, risk, and quality to ensure the project remains on track. 

7 Themes / Practices of PRINCE2

Overview of the Seven Themes (Practices)

  • Business Case: Focuses on the “Why” of the project. It establishes the justification for the investment and ensures the project remains desirable, viable, and achievable.
  • Organisation: Addresses the “Who” by defining the project’s structure of accountability and responsibilities. It identifies key stakeholders and establishes the project management team.
  • Quality: Focuses on the “What” by defining the user’s requirements and quality standards. It ensures that deliverables are fit for purpose and meet stakeholder expectations.
  • Plans: Describes the “How,” “How Much,” and “When”. This theme provides techniques for creating project, stage, and team plans to facilitate communication and control.
  • Risk: Manages the “What If” by identifying, assessing, and controlling uncertainties that could impact the project’s objectives, whether they are threats or opportunities.
  • Change (Issues): Deals with the impact of changes and unexpected events. It provides a formal process for capturing, assessing, and controlling requests for change to project baselines.
  • Progress: Evaluates “Where are we now?” versus “Where are we going?”. It establishes mechanisms to monitor actual achievements against planned outcomes and manage deviations through tolerances. 

Key Concepts and Terminology

  • Continuous Application: Unlike processes, which follow a sequence, themes are applied simultaneously throughout the project.
  • Tolerances: Each theme uses tolerances (allowable deviations for time, cost, quality, etc.) to support the principle of Manage by Exception.
  • PRINCE2 7 Updates: The latest edition introduces Sustainability as a 7th performance target and emphasizes People as a core element alongside Principles, Practices, and Processes.

PRINCE2 Process Model Overview

PRINCE2 Process Model

The PRINCE2 process model provides a structured, process-driven roadmap for managing a project from its initial conception to formal closure. It consists of seven core processes that define specific activities, responsibilities, and decision points across the project lifecycle. 

The 7 PRINCE2 Processes

The processes are designed to ensure control and align with the project’s management levels: 

  • Starting Up a Project (SU): A pre-project process that filters out unviable ideas. It focuses on confirming if there is a “viable and worthwhile” business case and appoints the Project Manager and Executive.
  • Directing a Project (DP): Spans the entire project from start to finish. It is the responsibility of the Project Board, which provides strategic oversight, makes key decisions (e.g., authorising stages), and manages by exception.
  • Initiating a Project (IP): Occurs during the first management stage. It involves detailed planning to establish solid foundations, resulting in the Project Initiation Documentation (PID), which includes the project plan, risk management approach, and full business case.
  • Controlling a Stage (CS): Focuses on the Project Manager’s day-to-day management of a stage. This includes assigning work to teams, monitoring progress, and dealing with issues or risks within agreed tolerances.
  • Managing Product Delivery (MP): Governs the link between the Project Manager and Team Managers. It is where the “specialist products” (actual deliverables) are created, quality-checked, and delivered.
  • Managing a Stage Boundary (SB): Occurs at the end of each management stage (except the final one). The Project Manager reviews the current stage, updates the project plan and business case, and plans the next stage for Board approval.
  • Closing a Project (CP): Ensures an orderly end to the project. It confirms that objectives have been met, products have been accepted by the user, and lessons are captured before the project is formally disbanded. 

Hierarchy of Management Levels

The process model operates across four distinct levels of authority: 

  1. Corporate or Programme Management: Sets the initial project mandate.
  2. Directing (Project Board): Responsible for overall governance and major decisions (Directing a Project).
  3. Managing (Project Manager): Handles daily management and stage control (Controlling a Stage, Initiating a Project).
  4. Delivering (Team Members/Managers): Focuses on creating the physical products (Managing Product Delivery). 

Key Characteristics

  • Management Stages: Projects are broken into at least two stages (Initiation and at least one Delivery stage) to provide “stop/go” decision points.
  • Triggers: Each process is activated by a specific trigger, such as a “Project Mandate” from corporate management to start the SU process.
  • Management Products: These are documents like the Business CaseProject Brief, and Highlight Reports used to facilitate control and communication.

Understanding Project Management Frameworks

Understanding Project Management Frameworks

Gantt Chart Detailed Timeline History by Era and Year

Henry Gantt (1861–1919) was an American mechanical engineer and management consultant who revolutionized project management by introducing visual tools to track work against time. A close associate of Frederick Taylor, he humanized “scientific management” by focusing on employee motivation and social responsibility alongside industrial efficiency. 

Gantt Chart in MS Project, templates can be downloaded at website banner link

Overview of Henry Gantt’s Contributions

  • The Gantt Chart: His most famous invention, a horizontal bar chart that illustrates a project schedule, including task durations and progress.
  • Task and Bonus System: A wage system that guaranteed a base rate but offered bonuses to workers who exceeded daily production goals.
  • Social Responsibility: He argued that businesses have a moral obligation to the welfare of the society in which they operate, not just to their owners.
  • Industrial Efficiency: He advocated for using scientific analysis to eliminate “chance and accidents” in manufacturing. 

Comprehensive Gantt Timeline History

Era 1: Pre-Gantt & Early Origins (1765–1896)

  • 1765: Joseph Priestley creates early timeline charts, which some consider the conceptual distant ancestors of the Gantt chart.
  • 1896: Polish engineer Karol Adamiecki develops the “Harmonogram,” a precursor that displayed interdependent processes. However, he published it only in Polish and Russian, limiting its global recognition. 

Era 2: The Henry Gantt Era (1903–1919)

  • 1903: Henry Gantt develops his first version of a production chart for the American Locomotive Company.
  • 1910–1915: Gantt refines and popularizes his chart through articles and his book Work, Wages and Profits (1910).
  • 1917–1918: At the request of General William Crozier, Gantt charts are used to manage massive military production for the U.S. during World War I.
  • 1919: Henry Gantt passes away. 

Era 3: Global Adoption & Infrastructure (1920s–1970s) 

  • 1922: Wallace Clark, a colleague of Gantt, publishes The Gantt Chart: A Working Tool of Management, leading to international adoption.
  • 1929: Walter Polakov introduces Gantt charts to the Soviet Union for their First Five Year Plan.
  • 1931–1936: Gantt charts are used on massive infrastructure projects like the Hoover Dam and later the U.S. Interstate highway system.
  • 1940s: Extensively used for logistics and military project management during World War II.
  • 1950s: Become a staple in the construction and engineering industries; the first digital predecessors like PERT and Critical Path Method (CPM) emerge. 

Era 4: The Digital Revolution (1980s–Present) 

  • 1980s: The advent of personal computers allows project managers to create and update charts without redrawing them by hand.
  • 1990s: Software like Microsoft Project adds “link lines” to display complex dependencies between tasks.
  • 2000s–2010s: Web-based and cloud-based applications (like Jira or Asana) integrate Gantt charts for real-time team collaboration.
  • Present: Modern tools use AI to automate chart maintenance and predict risks based on historical data.

Gantt Chart Detailed Timeline History by Era and Year

IT Career snapshot of Mark Whitfield, Senior IT Project Manager (SC cleared)

This resume summarizes the career of Mark Whitfield, a Senior IT Project Manager with over 30 years of experience specializing in digital and software development lifecycles, cloud migrations, and HP NonStop systems

Personal Details

  • Name: Mark A. Whitfield
  • Location: Manchester, UK
  • Nationality: British
  • Security Clearance: SC Cleared to 2031
  • Professional Profiles: Official Website | LinkedIn Profile 

Executive Summary

  • Experience: 30+ years in IT.
  • Core Focus: Senior Project Management for Digital/ Software Development Lifecycles (SDLC).
  • Expertise: Transitioning from a technical background in programming (pre-2000) to senior leadership in large-scale projects for global blue-chip companies. 

Key Skills & Competencies

  • Methodologies: PRINCE2 Practitioner, Agile (Scrum/ Kanban), Waterfall, ITIL, ISO QA.
  • Project Controls: MS Project, Budget & Burn Tracking, GDPR compliance, Supplier & Stakeholder Management, Statement of Work (SoW).
  • Technical Proficiencies:
    • Platforms: HP NonStop (Tandem), Cloud Migration (Hybrid).
    • Languages (Historical): C/C++, Java, COBOL85, TAL, TACL, SCOBOL, SQL, MS SQL.
    • Utilities: PATHWAY, SCF, FUP, INSPECT, XPNET. 

Professional Experience

  • Senior IT Project Manager (Various Projects):
    • Managed large-scale solutions for clients including Jaguar Land Rover (JLR)HeathrowRoyal Mail Group (RMG)NATS, and Euroclear.
    • Extensive work within the financial sector for Bank of EnglandBarclaysHSBCSantanderStandard CharteredDeutsche Bank, and Global Payments.
    • Government and public sector projects for DefraUKEFWelsh Water, and Scottish Water.
  • Early Career (Programmer / Technical Lead):
    • 1990 – 1995: Programmer at The Software Partnership (later Deluxe Data) in Runcorn, specializing in electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers. 

Education & Certifications

  • Degree: Higher National Diploma (HND) in Computing (Distinction, Graduated 1990).
  • Certifications:
    • Microsoft Azure Fundamentals (Certified).
    • PRINCE2 Practitioner.
    • Agile/ Radtac Course Completion. 

Mark Whitfield IT Training Career Timeline Overview

Mark Whitfield, an experienced IT Project Manager, has a career and certification history spanning over 30 years. His professional development includes a range of technical, project management, and cloud-based qualifications. 

2020s: Cloud & Modern Platforms

  • 2024 (July): Microsoft Excel Refresher Course – Udemy.
  • 2022 (December/February): C&CA UK’s Communications & Engagement Award and AZ-900 Microsoft Certified Azure Fundamentals. 

2010s: Advanced Management & Development 

  • 2017 (November/April): Advanced Engagement Management (Level 2) and Microsoft Excel 2010 Expert Skills.
  • 2014 (July): Advanced Microsoft Excel 2013.
  • 2011 (May–July): PRINCE2 Practitioner, Agile SCRUM, Java, and Android programming. 

2000s: Web Applications & Database Systems 

  • 2009 (March–November): Thales e-Security, BIRT, Web Design, and SQL Server training.
  • 2006 (Feb–Dec): NetObjects Fusion, Cryptography, and Thales e-SECURITY SafeSign.
  • 2004 (March): MultiBatch NSK Job Scheduling.
  • 2000 (February): Fundamentals of Successful Project Management. 

1990s: Core Programming & System Fundamentals

  • 1990s (1993–1999): TANDEM/HP NonStop systems, C/C++ programming, project management, and HND in Computer Studies (1990).

Mark Whitfield Training IT Career Timeline Overview

Mark Whitfield, a Senior IT Project Manager who has spent over 30 years specialising in HP NonStop (formerly Tandem) computing systems

Professional Background

  • Specialisation: Mark Whitfield is a highly experienced technician and project manager for the HP NonStop platform, which is a high-availability, fault-tolerant mainframe environment used primarily for mission-critical financial transactions.
  • Career Timeline:
    • The Software Partnership / Deluxe Data (1990–1995): Began as a programmer working on the sp/ARCHITECT-BANK solution for Tandem computers.
    • Insider Technologies (1995–2013): Spent 18 years focusing on monitoring and diagnostic software for HP NonStop, including products like Reflex 80:20XPERT24, and Enterprise Manager.
    • Capgemini (2016–Present): Currently serves as an SC-cleared Senior Project Manager, delivering complex IT projects for major banks and government agencies. 

Key Technical Contributions to NonStop

  • Product Development: He co-developed Reflex (a platform health/diagnostic tool) and designed XPERT24 to monitor performance in the XPNET layer of BASE24.
  • Financial Systems: He has managed major projects for global financial entities, including BarclaysHSBCBank of England, and Royal Mail Group, often involving ATM and POS monitoring systems.
  • Programming Expertise: His technical skill set includes NonStop-specific languages and tools such as TAL (Tandem Application Language)PATHWAYXPNETCOBOL85, and C++

About HP NonStop Systems

In the context of Mark Whitfield’s work, NonStop refers to a “shared-nothing” architecture designed by Tandem Computers. These systems are uniquely capable of: 

  • Fault Tolerance: Handling hardware or software failures without system downtime.
  • Scalability: Doubling throughput by adding processors (up to 4,000) without hitches in performance.
  • Core Banking: Processing massive commercial workloads for retail banks and stock exchanges globally.

Project Management evolution timeline by era

The history of project management has evolved from ancient manual coordination to highly sophisticated, digital-first methodologies

Pre-20th Century: The Era of Ancient Marvels

During this era, project management was characterized by massive labour forces and basic resource coordination without standardized scheduling tools. 

  • 2570 BC: Completion of the Great Pyramid of Giza. Documentation shows managers were assigned to each of the four faces to oversee progress.
  • 208 BC: Construction of the Great Wall of China. Labour was systematically organized into groups of soldiers, civilians, and criminals.
  • 1850s: Construction of the Pacific Railroad. This is often cited as one of the first large-scale industrial project management undertakings in the U.S.. 

1900–1950: The Birth of Modern Project Management 

This era introduced scientific management principles and the first visual scheduling tools. 

  • 1911Frederick Taylor publishes The Principles of Scientific Management, focusing on efficiency and unskilled labour training.
  • 1917Henry Gantt develops the Gantt Chart, a radical tool for visualising schedules that remains a global standard today.
  • 1931–1936: Construction of the Hoover Dam. This project was a major early adopter of Gantt’s scheduling techniques.
  • 1942–1945The Manhattan Project. This complex R&D effort pioneered the use of large-scale task coordination and resource management. 

1950–1980: The Era of Management Science 

Driven by the Cold War and space race, this period saw the creation of mathematical scheduling techniques. 

  • 1956: AACE International is formed, focusing on cost engineering.
  • 1957–1958: Development of Critical Path Method (CPM) by DuPont and Program Evaluation and Review Technique (PERT) by the U.S. Navy.
  • 1962–1975: Introduction of Work Breakdown Structure (WBS) by the DoD, founding of IPMA and PMI, and development of PROMPT (later PRINCE). 

1980–2000: The Computing Revolution 

Personal computers allowed project management software to proliferate into the private sector. Key milestones included the early Scrum framework and the initial PMBOK Guide release. 

  • 1989–1997: Widespread adoption of Earned Value Management (EVM), release of PRINCE2, and development of Critical Chain Project Management (CCPM)

2000–Present: The Agile and Digital Era 

Modern project management emphasizes flexibility, speed, and digital tools. 

  • 2001: The Agile Manifesto is published.
  • 2012–2021: Release of ISO 21500, major updates to PRINCE2 and PMBOK to integrate Agile, and the shift to performance-based standards in PMBOK 7th Ed.

Project Management evolution timeline by era

Project management has evolved from ancient engineering feats to a highly structured, data-driven discipline. Below is a comprehensive timeline of its historical development and the evolution of its core methodologies. 

Ancient & Early Eras

  • 2570 BC: The Great Pyramid of Giza – Completed with record-keeping and oversight for each of the four faces, demonstrating early forms of planning and control.
  • 208 BC: The Great Wall of China – Built with a massive labour force organised into specific groups: soldiers, ordinary people, and criminals.
  • 1917: Gantt Chart – Developed by Henry Gantt, this scheduling diagram became a radical innovation for tracking project tasks chronologically. 

The Mid-20th Century: Formalization

  • 1956: AACE International Formed – Early practitioners of cost engineering and scheduling founded what is now the leading society for project control specialists.
  • 1957: Critical Path Method (CPM) – Invented by DuPont to address chemical plant maintenance; it saved the company $1 million in its first year.
  • 1958: PERT (Program Evaluation Review Technique) – Developed for the U.S. Navy’s Polaris project to analyse the minimum time needed for task completion.
  • 1962: Work Breakdown Structure (WBS) – Mandated by the U.S. Department of Defense as a hierarchical tree structure for project deliverables.
  • 1965: IPMA Founded – The world’s first project management association was started in Vienna as a global forum for networking.
  • 1969: Project Management Institute (PMI) Launched – Founded to advance the profession, PMI has since become the primary publisher of global standards. 

Late 20th Century: Methodology Proliferation 

  • 1975: PROMPTII & “The Mythical Man-Month” – Guidelines were created for computer projects, while Fred Brooks’s Brooks’s law observed that adding manpower to late software projects makes them later.
  • 1984: Theory of Constraints (TOC) – Introduced by Dr. Eliyahu M. Goldratt, focusing on identifying system bottlenecks.
  • 1986: Scrum – First named as a project management style for software development in a Harvard Business Review paper.
  • 1987: PMBOK Guide First Published – PMI published the first “A Guide to the Project Management Body of Knowledge” as a white paper to standardise practices.
  • 1989: PRINCE & Earned Value Management – The PRINCE method was developed for UK government IT projects; meanwhile, Earned Value Management (EVM) became an essential part of procurement.
  • 1996: PRINCE2 – A more generic revision of PRINCE was published, applicable to any project type.
  • 1997: Critical Chain Project Management (CCPM) – Invented to keep resources levelly loaded and flexible. 

21st Century: Agile & Global Standards

  • 2001: The Agile Manifesto – Written by 17 developers in Utah, codifying the principles of lightweight, iterative software development.
  • 2006: Total Cost Management Framework – Released by AACE International as the first integrated process for portfolio and project management.
  • 2012: ISO 21500:2012 – The International Organisation for Standardisation released its global guidance on project management.
  • 2017: PMBOK 6th Edition & PRINCE2 Update – Updates reflected the integration of Agile practices into traditional project settings.
  • 2021: PMBOK 7th Edition – Shifted toward a principle-based approach to help practitioners be more proactive and innovative.

Project Management Mistakes and How to Avoid

Project Management Mistakes and How to Avoid

Is Microsoft MS Project Desktop (offline) app being retired?

No, Microsoft Project desktop is not being retired. It remains the “gold standard” for complex project scheduling and will continue to be supported and available for purchase. 

MS Project Templates can be downloaded in the template bundle, click on link at banner above

Confusion often arises because Microsoft has announced the retirement of several related cloud-based and web-based services. Here is the current status of the Microsoft Project ecosystem: 

Products Being Retired

  • Project Online: This service will officially retire on September 30, 2026. After this date, Project Online environments and data will no longer be accessible.
  • Project for the Web: Retired as a standalone brand and was fully merged into the new Microsoft Planner in 2024/2025.
  • Project/Roadmap Apps in Teams: These were retired in August 2025 and replaced by the unified Planner experience. 

Products Staying Active

  • Project Desktop (Project Professional/Standard): Not impacted by the cloud service retirements. You can still use it to manage .mpp files locally or connect it to alternative backend systems like Project Server SE.
  • Project Server Subscription Edition (SE): This on-premises/self-hosted version will remain supported through at least 2031. It is the recommended migration path for organizations that want to keep the “Project Web App” (PWA) interface without using the retired Project Online cloud service.
  • Microsoft Planner: Now serves as the primary cloud-based project management tool, absorbing the features of Project for the Web. 
MS Project Templates can be downloaded in the template bundle, click on link at banner above

Key Dates for Project Online Users:

  • October 1, 2025: End of sale for new Project Online subscriptions.
  • April 2, 2026: SharePoint 2013 workflows (which many Project Online users rely on) will be retired.
  • September 30, 2026: Full shutdown of Project Online.