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
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
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 UKNovember 2017 – Advanced Engagement Management Course – Level 2 ExamJune 1990 – Higher National Diploma in Computer Studies, Distinction
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.
He is a certified PRINCE2 Practitioner, skilled in both Agile SCRUM and Waterfall methodologies.
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 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
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.
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.
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+)
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:
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.
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).
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).
Mark Whitfield’s project management templates are a comprehensive collection of over 200 editable Microsoft Office resources designed for Agile, Waterfall, and PRINCE2 7th Edition delivery. Built from over 30 years of project delivery experience at blue-chip companies like Capgemini, Barclays, and HSBC, these tools focus on practical, functional utility rather than “flashy” design.
Core Template Categories
The bundle is primarily provided in MS Excel, MS Project (.mpp), MS PowerPoint, and MS Word formats.
Planning & Scheduling:
Detailed Project Plans: Pre-configured MS Project (MPP) and Excel templates for SDLC, PRINCE2, and Agile Scrum.
Plan on a Page (POaP): Over 35 PowerPoint and Excel slide examples for high-level executive summaries.
Gantt Charts: Built-in tracking views for both MS Project and Excel.
Tracking & Control:
RAID Logs: Comprehensive registers for tracking Risks, Actions, Issues, and Dependencies, often including charts and automated dashboards.
RACI Matrix: Templates to define team roles and responsibilities (Responsible, Accountable, Consulted, Informed).
Finance Trackers: Detailed spreadsheets for monitoring forecasts vs. actuals, margins, variances, and expenses.
Reporting & Governance:
Status Reports: Weekly and monthly templates in Word and PowerPoint for internal and client health reporting.
Agile Specifics: Burn Down and Burn Up charts in Excel for teams without access to tools like Jira.
PRINCE2 Management Products: Standard documents including Project Briefs, PIDs, Business Cases, and Lesson Logs.
Key Features and Insight
Lifelong Support: A one-time purchase includes free upgrades and additions for life.
Full Customisation: All files are fully editable, allowing project managers to tailor them to specific project sizes and methodologies.
Methodology Neutral: Templates are designed to work for traditional Waterfall (PRINCE2) or modern Agile Scrum environments, with specific notes on how to transition between them.
Visual Dashboards: Many Excel templates include built-in charts and pivot tables to provide instant visual readouts of project health, such as financial variance or RAID status.
Mark Whitfield is a highly experienced SC cleared Senior IT Project Manager and Engagement Manager with over 30 years in the IT industry, specializing in both Agile and Waterfall delivery for large-scale blue-chip companies, digital projects, and payment systems. After starting as a programmer, he transitioned into project management, eventually working with Capgemini and establishing a professional templates resource site.
SC cleared Senior IT Project Manager and Engagement Manager
IT Project Management Overview
Key Expertise: Senior IT Project Management (Agile / Scrum / Waterfall / PRINCE2), Delivery Management, Business Transformation, and SC clearance.
Sector Focus: Banking, Finance, Transportation (Heathrow, NATS), Retail, Government (Local Regional Government – LRG), Aerospace & Defence, and Gambling.
Technical Background: Programming in COBOL85, Tandem TAL, SQL, C, C++, Java, and experience with HPE NonStop (BASE24) systems.
Tandem TAL Programming certificate, 1995
Tools & Methodologies: PRINCE2, Agile SCRUM, Microsoft Project (MPP), Excel RAID logs, and Jira.
Value Proposition: Focuses on improving revenue, cost, and Customer Satisfaction (CSAT) through structured SDLC methodologies.
Detailed Historical Timeline
Era 1: Programming & Technical Development (1990–1995)
1990: Graduated in Computing and joined The Software Partnership (later Deluxe Data) in Runcorn as a programmer specializing in electronic banking software (sp/ARCHITECT) on Tandem Computers (now HPE NonStop).
1990-1995: Developed code (COBOL85/NonStop SQL) for major banks, including TSB, Bank of Scotland, Rabobank, and Girofon.
1993 (May): Completed Tandem Guardian Principles Course.
Tandem Guardian Principles Course, 1993
1994: Deluxe Electronic Payment Systems acquired The Software Partnership.
1995 (June): Completed HP NonStop Performance Analysis and Tuning.
Deluxe Electronic Payment Systems acquired The Software Partnership in 1994HP NonStop Performance Analysis and Tuning, 1995
Era 2: Specialized Software & Product Management (1995–2013)
Insider Technologies Limited (ITL) in Salford Quays
1995 (August): Joined Insider Technologies Limited (ITL) in Salford Quays as a senior programmer, later moving into product / project management.
1995-2013: Focused on monitoring (Reflex) and batch scheduling (MultiBatch) software for HPE NonStop systems, serving clients like Barclays and Alliance & Leicester.
2000 (May): Completed Microsoft Project ’98 Certification and began training other ITL project managers on scheduling best practices.
2007: Insider Technologies products (Reflex) integrated into FIS solutions.
2013: Published work in the HP NonStop journal “The Connection”.
HPE NonStop journal “The Connection” – article for the Insider Technologies product, RTLX
Era 3: Senior IT Project Management (2013–2016)
2013-2014: Worked at Wincor Nixdorf as an IT Project Manager (PRINCE2 / Agile Scrum) on a £5m+ LBG Self-Service Software Replacement (SSSR) program for Lloyds Banking Group, migrating ATM systems from HP NonStop to AIX.
2014-2016: Joined Betfred as a Senior Project Manager, delivering payment gateways, sportsbook, and virtual gaming projects in Agile SCRUM for mobile and online platforms.
Era 4: Engagement Management & Public Sector (2016–Present)
2016 (January): Joined Capgemini UK as a client-facing Engagement Manager (SC cleared).
2016 (August): Founded Mark Whitfield Consultancy Ltd, managing independent IT, network, and improvement projects.
2016-2018: Led Waterfall / Agile projects for automotive, local government, and postal services.
2018-2019: Augmented into MuleSoft as a Delivery Manager for the Anypoint Platform.
2023-2024 (Nov-Feb): Served as Technical Delivery Manager for a UK Government account, overseeing a £1m+ Fish Export Service (FES) to Common Entry Health Document (CHED) Inspection Portal (CHIP) project.
2026: Continued to provide project management thought leadership and template resources for Agile/Scrum/PRINCE2.
Agile Scrum Burn down Chart template in Microsoft Excel Microsoft Project MPP MSP Project Plan Template examplesPlan On a Page POaP templates plus MPP MS Project and MS Excel Project Plan templates
Key Projects & Clients
UK Gov / Capgemini: Fish Export Service (FES) Cloud Migration.
Mark Whitfield is a highly experienced SC-cleared Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC), specializing in Agile and Waterfall delivery for financial, automotive, and public sector clients. He has a strong background in HP NonStop (Tandem) systems and currently works for Capgemini.
Mark Whitfield, Senior IT PM and Project templates author
1990–1994: The Software Partnership (Runcorn): Programmer specializing in electronic banking software (sp/ARCHITECT-BANK) on Tandem Computers.
1994–1995: Deluxe Data (formerly TSP): Lead Analyst/Programmer, focusing on software investigation, design, coding, and on-site installation for clients like TSB, Bank of Scotland, and Rabobank.
Development & Technical Specialization (1995–2013)
1995–2013: Insider Technologies Limited: Spent 18 years progressing from Senior Development Engineer to Project Manager for Strategic Technical Initiatives.
Key Roles: Managed Reflex 80:20 and Reflex ONE24 product development, technical pre-sales, and consultancy. Developed diagnostic software for monitoring payment systems (BASE24).
Notable Project: Managed a bid to replace legacy ATM tools at LloydsTSB (5000 ATMs) with Reflex ONE24.
Banking & Digital Project Management (2013–2016)
2013–2014: Wincor Nixdorf: Project Manager in the Professional Services Banking Division, managing a £5m+ work stream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme.
2014–2016: Betfred: Senior Digital Project Manager for the Online and Mobile Division, delivering payment gateways and sportsbooks for iOS, Android, and Windows.
Senior Engagement Management (2016–Present)
2016–Present: Capgemini UK: Engagement Project Manager responsible for delivering both Waterfall and Agile digital projects.
2016 (Approx.): Assigned to a UK-wide Air Traffic organization (NATS) for Apple iOS app delivery.
2018–2019: MuleSoft (Secondment): Served as a Delivery Manager for the Anypoint Platform.
Current Focus: Cloud Migration (Hybrid) of 130 apps for UK Government.
Agile Management: “Mark provided an excellent barrier between us (developers) and a difficult client…ensuring that we followed the agile principles” — Callum Marriage (Developer).
MuleSoft/Capgemini Engagement: “Customers loved him. His was extremely detailed oriented and understood the often-complex needs…never became flustered in high pressure situations” — Delivery Manager, MuleSoft.
Betfred (2015): “I would highly recommend Mark for his ability to successfully multi-task under significant pressure… [he] produced a very comprehensive handover document” — IT Compliance Analyst, Betfred.
Capgemini/JLR Project: “Mark was able to do a good planning, with the correct resources, on time delivery and with good relationship between stakeholders” — Head of Integration Development.
Mark Whitfield’s website (mark-whitfield.com) serves as a professional portfolio and resource hub for his 30+ year career as a SC-cleared Senior IT Project Manager. It offers over 200 editable project management templates for Agile, Waterfall, and PRINCE2 methodologies, alongside career insights and project experience.
Website & Content Overview
Project Management Resources: The site, often known as PROject Templates, provides downloadable templates for planning, scheduling (Gantt charts), project initiation (PID), and project control.
Methodology Focus: Resources are tailored for PRINCE2 (including Agile Scrum), and Agile/Waterfall delivery methods.
Career Portfolio: Features his work history as a Senior IT Project Manager, including roles at Capgemini, Betfred, and various financial institutions.
Technical Specialization: Highlights expertise in HP NonStop systems, digital projects, and payment/transaction systems.
Professional Background: Mentions his experience with major clients such as Jaguar Landrover, Heathrow, Royal Mail, and various banks.
The site is designed for project managers looking for templates to speed up project documentation and for clients looking to review his career accomplishments.
Senior IT Project Manager & Project Templates author – Mark Whitfield
Templates sold on this website are designed for Microsoft Office (Excel, Word, PowerPoint) and MS Project (MPP) and are used for tracking and planning software development lifecycle (SDLC) projects.
Template Breakdown
The templates, often sold in a bundle, include over 200+ editable items aimed at project delivery. Key components include:
Project Planning (MS Project & Excel): Detailed Waterfall project planners with Gantt views, Agile Sprint plans, and Plan on a Page (POaP) examples.
RAID Logs (Risk, Action, Issue, Dependency): Comprehensive Excel trackers for managing risks, issues, assumptions, and dependencies.
Financial & Resource Management: Project finance trackers (forecasts, actuals, variance) and resource trackers for tracking team members and costs.
This is a detailed, comprehensive historical timeline of project management methodologies, tracing the evolution from ancient practices to modern adaptive frameworks.
I. Pre-Modern Era (Before 1900): Foundation of Task Coordination
2570 BC (Great Pyramid of Giza): Completion of the pyramids, demonstrating early project organization with managers for each of the four faces, planning, and logistics.
208 BC (Great Wall of China): Construction of the Great Wall, involving massive workforce organization divided into soldiers, citizens, and criminals.
1850s (Transcontinental Railroad): US railroad projects requiring large-scale resource and schedule management.
1896 (Harmonogram): Karol Adamiecki developed the harmonogram, a predecessor to the Gantt chart (published in 1931).
II. Early Modern Era (1910s–1950s): The Scientific Management Era
This era brought “scientific management” to project control, focusing on efficiency and visualization.
1910s (Gantt Chart): Henry Gantt developed the Gantt chart, a visual tool for scheduling tasks over time.
1911 (Scientific Management): Frederick Taylor published The Principles of Scientific Management, focusing on efficiency and time-saving.
1931–1936 (Hoover Dam): One of the first large-scale applications of Gantt charts for complex scheduling.
1942–1945 (Manhattan Project): Development of the atomic bomb, creating a need for rapid, complex planning and large-scale team coordination.
III. The “Golden Age” of Project Management (1950s–1960s): Formal Methodologies
This era introduced mathematical models for managing complex, interdependent tasks.
1956 (AACE Formed): The American Association of Cost Engineers (now AACE International) was formed, specializing in cost control and scheduling.
1957 (Critical Path Method – CPM): Developed by Dupont Corporation to manage chemical plant maintenance shutdowns.
1958 (Program Evaluation and Review Technique – PERT): Created by the US Navy Special Projects Office for the Polaris missile submarine project to manage task time and risk.
1962 (Work Breakdown Structure – WBS): The US Department of Defense mandated the use of WBS for large, complex projects.
1965 (IPMA Founded): The International Project Management Association (IPMA) was launched, the world’s first project management association.
1969 (PMI Founded): The Project Management Institute (PMI) was launched to promote the profession, later developing the PMP certification.
IV. The “Silver Age” (1970s–1980s): Systems and Controls
1970s (Waterfall Introduction): While used informally earlier, the Waterfall methodology was formalized for software development in the 1970s, emphasizing sequential phases.
1975 (PROMPTII): Simpact Systems Ltd created PROMPTII, a methodology to handle cost overruns in computer projects, which later formed the basis of PRINCE.
1975 (Mythical Man-Month): Fred Brooks published his seminal work on software engineering project management.
1978 (Toyota Production System): Lean production and Kanban techniques, used in manufacturing, began to influence project workflow.
1984 (Theory of Constraints – TOC): Dr. Eliyahu Goldratt published The Goal, introducing the Theory of Constraints for managing constraints (bottlenecks).
1986 (Scrum): Takeuchi and Nonaka defined Scrum as a project management style for fast-paced development.
1987 (PMBOK Guide): The Project Management Institute published the first Project Management Body of Knowledge (PMBOK) white paper.
1989 (PRINCE): The UK government launched PRojects IN Controlled Environments (PRINCE), the standard for information systems projects.
V. Rebirth and Modern Era (1990s–2000s): Agile and Adaptive Methods
1994 (CHAOS Report): The Standish Group published the first report documenting high IT project failure rates.
1995 (Scrum Formalization): Jeff Sutherland and Ken Schwaber formally defined the Scrum framework.
1996 (PRINCE2): PRINCE was updated to PRINCE2 to become a generic, more flexible methodology applicable to all project types.
1997 (Critical Chain Project Management – CCPM): Eliyahu Goldratt invented CCPM, based on the Theory of Constraints.
1998 (PMBOK Standard): The American National Standards Institute (ANSI) recognized PMBOK as a standard.
2001 (Agile Manifesto): 17 software developers met to publish the Manifesto for Agile Software Development, prioritizing collaboration and adaptability over rigid plans.
2007 (Kanban for Software): David Anderson adopted Kanban for software development, focusing on visualizing work and limiting work-in-progress.
VI. The Contemporary Era (2010s–Present): Hybrid, AI, and Speed
2012 (ISO 21500): The International Organization for Standardization published ISO 21500:2012, “Guidance on Project Management”.
2017 (PMBOK 6th Ed & PRINCE2 Update): PMI introduced Agile/adaptive practices into PMBOK, while AXELOS released a more flexible PRINCE2.
2018 (PRINCE2 Agile): PRINCE2 Agile was launched to combine the governance of PRINCE2 with the flexibility of Agile.
2021 (PMBOK 7th Ed): A major shift in PMI standards, moving from process-based to principle-based, focusing on project outcomes.
2020s–Present (AI/Hybrid): Rise of AI-driven project management, automated reporting, and hybrid methodologies combining Waterfall stability with Agile speed.
Project Management Methodologies, historical timeline by era and year
Mark Whitfield is a highly experienced IT Senior Project Manager and Engagement Manager based in Manchester, UK, specializing in Agile Scrum, PRINCE2, and Waterfall methodologies. He holds a degree in Computing (1990) and has extensive experience in IT hardware solutions, financial services, and Aerospace & Defence.
Here is a comprehensive summary of his profile, with links based on the provided search data:
Professional Profile
Name: Mark Whitfield
Role: IT Senior Project Manager / Engagement Manager (SC Cleared)
Mark Whitfield is a highly experienced IT Project Manager, Senior Developer, and SC-cleared consultant with over 30 years of experience, specializing in HP NonStop (Tandem) systems, banking software, and digital transformation projects. He is currently an Engagement Project Manager at Capgemini.
Career Overview
Specialism: HP NonStop (Tandem) mainframes, BASE24, transaction monitoring, Agile/Waterfall methodologies.
1990: Graduated in Computing and started as a Programmer for The Software Partnership in Runcorn, specializing in sp/ARCHITECT-BANK on Tandem Computers.
1990-1994: Developed banking code for TSB, Bank of Scotland, Rabobank, and Girofon (Denmark).
1992: Worked on the Barclays Business Master II (BBM II) project in Knutsford.
1994: Company taken over by Deluxe Data (later FIS).
2. Insider Technologies & Monitoring Era (1995–2013)
1995–2013: Joined Insider Technologies Ltd as a Senior Development Engineer and Project Manager.
1995-2004: Developed monitoring/diagnostic software (Reflex 80:20, Reflex ONE24) for HP NonStop payment systems.
1997: Worked on projects for CRESTCo.
Early 2000s: Focused on HP NonStop transaction/payment monitoring for ATM/POS devices using ACI’s XPNET.
2005-2013: Managed first HP OpenView Operations Smart Plug-In certification for NonStop; designed XPERT24.
2011: Certified as a PRINCE2 Practitioner.
3. Banking Transformation & Consultancy Era (2013–2016)
2013–2014: Wincor Nixdorf UK – Worked as a Project Manager in Professional Services for the Banking Division.
2013-2014: Assigned to Lloyds Banking Group (LBG) for the Self-Service Software Replacement (SSSR) program (ATM estate upgrade).
2014–2016: Joined Betfred as an IT Project Manager in the gambling/casinos industry, delivering mobile/online payment gateways (iOS, Android).
4. Digital Transformation & Capgemini Era (2016–Present)
2016: Joined Capgemini UK as a client-facing Engagement Manager.
2016-2017: Led digital projects for automotive, local government, and aerospace sectors.
2017: Obtained Microsoft Excel Expert skills and Advanced Engagement Management certifications.
2018–2019: Augmented into MuleSoft as a Delivery Manager for the Anypoint Platform.
2022: Completed Microsoft Azure Fundamentals (AZ-900) certification.
2023–2024: Assigned to a UK Government account for a cloud migration of 130+ applications and the Fish Export Service (FES) project.
Key Qualifications
PRINCE2 Practitioner & Agile Scrum
ITIL Certified
SC Cleared (UK Government)
Technical Skills: C, C++, MS SQL, COBOL, TAL, Java, ASP.NET, HP NonStop
Waterfall project management is a linear, sequential methodology where progress flows steadily downward through defined phases, much like a physical waterfall. In this model, each stage—such as requirements, design, implementation, and testing—must be fully completed and approved before the next one begins.
Waterfall Project Plans, .xls and .mpp file formats respectively
Core Characteristics
Sequential Design: No overlapping phases; each “cascades” into the next.
Documentation-Driven: Extensive upfront planning and detailed records are required at every step.
Fixed Scope: Requirements are gathered at the start, making the project’s timeline and budget highly predictable but difficult to change.
Specialised Use: Best suited for regulated industries like aerospace, construction, and healthcare, where changes are costly or safety is paramount.
Historical Timeline by Era and Year
The following timeline tracks Waterfall from its origins in post-WWII engineering to its current role in hybrid project management.
Examples, Waterfall Plan On a Page POaP in MS PowerPoint format
The Pre-Formal Era (1950s – 1969)
Software development adopted structured, sequential approaches from engineering, largely driven by complex, high-risk projects.
1956: Herbert D. Benington documented a sequential process for the SAGE project, establishing the technical roots.
Late 1960s: NASA applied linear, rigid methodologies to Apollo missions, setting a precedent for high-stakes, documentation-heavy development.
1968: The NATO Software Engineering Conference highlighted the “software crisis,” prompting a push for formal, disciplined development models.
The Formalisation Era (1970 – 1979)
The model was officially, yet ironically, described and named.
1970: Dr. Winston W. Royce published his foundational paper on managing large software systems, often cited as the origin of the “Waterfall” model, though he originally presented it as a cautionary, flawed approach.
1976: T.E. Bell and T.A. Thayer likely first used the term “Waterfall” in literature.
The Institutional Era (1980 – 1999)
Waterfall became the mandatory standard for large-scale, complex projects.
1985: The U.S. DoD mandated DOD-STD-2167, cementing Waterfall as the standard for military software.
1989: The UK Government introduced PRINCE2, deeply influenced by Waterfall principles.
1994: The U.S. DoD formally abandoned strict Waterfall mandates for more flexible methods.
The Modern & Hybrid Era (2000 – Present)
Waterfall transitioned from the default standard to a specialised methodology.
2001: The Agile Manifesto marked a shift toward iterative development, reducing Waterfall’s dominance.
Present Day: It remains vital in regulated sectors (e.g., aerospace) and is often combined with Agile in hybrid approaches.
Waterfall project management is a linear, sequential methodology
Click on the link in the website banner above to purchase example, editable template project plans shown and many others.
Mark Whitfield is a Senior IT Project Manager and Engagement Manager with over 30 years of experience in the software development lifecycle (SDLC). He is currently a SC-cleared Engagement Manager at Capgemini UK.
Professional Background by Era
1990–1995: Early Programming (The Software Partnership/Deluxe Data)
Role: Programmer/Lead Analyst.
Focus: Developed electronic banking software (sp/ARCHITECT-BANK) on Tandem Mainframe Computers (now HPE NonStop).
1995–2013: Senior Development & Product Management (Insider Technologies)
Role: Progressed from Senior Programmer to Project Manager for Strategic Technical Initiatives.
Focus: Developed platform health and diagnostic modules for the “Reflex” monitoring product.
2013–2014: Project Management (Wincor Nixdorf)
Role: Project Manager, Professional Services – Banking Division.
Focus: Managed the Wincor Nixdorf workstream for Lloyds Banking Group’s Self-Service Software Replacement (SSSR) programme.
2014–2016: Digital Project Management (Betfred)
Role: Senior Digital Project Manager, Online and Mobile Division.
Focus: Delivered payment gateways, sportsbooks, and virtual gaming components for iOS, Android, and Windows.
Focus: Leading digital transformation and cloud migration projects for public and private sector clients.
Technologies & Frameworks
Project Methodologies: Agile SCRUM, PRINCE2 (Practitioner), Waterfall, ITIL, and ISO QA.
Mainframe & Infrastructure: HPE NonStop (Tandem), IBM ESB, UNIX shell scripting, and Cloud (MS Azure/AWS).
Programming & Databases: C/C++, MS SQL, Java, COBOL85, TAL, TACL, and SCOBOL.
Tools: MS Project, MS Excel/Office, MuleSoft Anypoint Platform, and Jira.
Major Projects & Customers
UK Government: Managed a £13.5m cloud migration of 130 applications and the £1m+ Fish Export Service (FES) to CHIP portal.
Royal Mail Group (RMG): Managed a £4.3m data centre migration project involving over 1,100 interfaces.
Lloyds Banking Group (LBG): Led a £5m+ self-service software replacement project.
Other Notable Clients: Jaguar Land Rover (JLR), Heathrow, NATS (Air Traffic Control), Barclays, HSBC, Deutsche Bank, and Euroclear.
Awards & Education
Awards:
C&CA UK’s Communications & Engagement Award (2022) at Capgemini UK.
Project Recognition Award from Wincor Nixdorf for achievements on the LBG SSSR project.
Education:
HND in Computer Studies (Distinction) from the University of Greater Manchester (formerly BIHE), 1988–1990.
A-Levels in Computer Science and Biology from Leigh College.
Project Management Templates
Whitfield provides a library of over 200 editable resources through his site, PROject Templates, designed for Agile, Waterfall, and PRINCE2 7th Edition delivery. Key items include:
Plan on a Page (POaP): Over 35+ executive-level summary slides.
Detailed Project Plans: Templates in MS Project (MPP) and Excel for SDLC tracking.
RAID Logs: Comprehensive registers for risks, actions, issues, and dependencies.
The Waterfall methodology is a linear, sequential project management approach where progress flows steadily downward through defined phases, such as requirements, design, implementation, and testing. Each stage must be completed and approved before the next begins, making it highly structured but often inflexible to changes.
Waterfall template available on this website
Historical Timeline by Era and Year
The history of the Waterfall model spans from early post-WWII engineering to its formalisation in software and eventual institutionalisation in government standards.
The Pre-Formal Era (1950s – 1969)
During this period, software development borrowed heavily from established engineering and manufacturing processes.
1956: Herbert D. Benington presents a paper on the Semi-Automatic Ground Environment (SAGE) project, describing a structured process that many consider the true technical origin of the sequential approach.
Late 1960s: Major NASA projects and government software systems for rockets (e.g., Apollo missions) utilise rigid specifications and linear development due to the high cost of changes.
1968: The NATO Software Engineering Conference identifies the “software crisis”—projects consistently running over budget and time—leading to a push for more disciplined models.
The Formalisation Era (1970 – 1979)
The methodology was formally described, ironically as a cautionary tale, and finally given its name.
1970:Dr. Winston W. Royce publishes “Managing the Development of Large Software Systems”. He presents the sequential diagram but explicitly critiques it as “risky and invites failure,” suggesting a more iterative approach instead.
1976: The term “Waterfall” is officially coined in a paper by Bell and Thayer, “Software Requirements: Are They a Problem?”.
The Institutional Era (1980 – 1999)
Waterfall becomes the global standard for large-scale and regulated industries.
1985: The U.S. Department of Defense (DoD) adopts DOD-STD-2167, which mandates the use of the Waterfall model for all software development contractors. This cements Waterfall as the “one true way” for government and aerospace projects.
1989: The UK Government creates PRINCE2, a process-based method largely rooted in Waterfall principles, still widely used in the public sector today.
1991: In response to Waterfall’s rigidity, James Martin introduces Rapid Application Development (RAD), one of the first major departures from the linear model.
The Modern & Hybrid Era (2000 – Present)
As Agile became dominant, Waterfall shifted from the default choice to a specialised or hybrid tool.
2001: The Agile Manifesto is published, marking a significant industry-wide shift away from traditional Waterfall toward iterative development.
2009: Major institutions like George Washington University and others begin documenting their Project Management Lifecycle (PMLC) to standardise Waterfall and hybrid models for better oversight.
2020s: Waterfall persists in regulated domains like healthcare, aerospace, and construction. It is increasingly integrated into hybrid methodologies that use Waterfall for high-level planning and Agile for execution.
Waterfall Methodology in Project Management, a Timeline History
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