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Mark Whitfield’s Project Management (PM) Toolkit features over 200 editable templates engineered for Agile, Waterfall, and PRINCE2 methodologies.

Built across more than 20 years of real-world IT and software development life-cycle (SDLC) delivery, these resources allow project managers to establish instant, portable project governance without rebuilding complex tracking frameworks from scratch.

The primary templates are categorised below by format, purpose, and structural overview:

📊 Project Planning & Scheduling

• Detailed SDLC Project Plan
  • Format: Microsoft Project (.mpp) or Microsoft Excel (.xlsx).
  • Purpose: Tracks granular tasks, WBS, timelines, and baselines.
  • Overview: Includes comprehensive task tracking with baseline vs. forecast start/finish dates, percent complete markers, resource allocations, and built-in Gantt views. Models available specifically for PRINCE2 7th Edition frameworks.

• Plan on a Page (POaP)
  • Format: Microsoft PowerPoint (.pptx) or Microsoft Excel (.xlsx).
  • Purpose: Communicates high-level project milestones to senior executives and stakeholders.
  • Overview: Offers over 30 visual timeline slide configurations to deliver quick, executive-facing updates without exposing stakeholders to granular task lists.

🔍 Risk, Governance & Control

• Comprehensive RAID(s) Log
  • Format: Microsoft Excel (.xlsx).
  • Purpose: Serves as the central repository for project control, health metrics, and change documentation.
  • Overview: Multi-tab workbook tracking Risks, Actions, Issues, Opportunities, Dependencies, Lessons Learned, and Change Requests alongside automatic dashboard charts.
• RACI Tracker
  • Format: Microsoft Excel (.xlsx).
  • Purpose: Defines, aligns, and assigns cross-functional project roles.
  • Overview: Matrix view detailing exactly who is Responsible, Accountable, Consulted, and Informed across project phases to mitigate communication gaps.

💰 Financials & Budget Tracking

• Project Financial Tracker
  • Format: Microsoft Excel (.xlsx).
  • Purpose: Monitors dynamic project expenditure, resource burn rates, and overall profit margins.
  • Overview: Aggregates internal and external client-facing forecast costs against actual costs. Includes detailed grids for resource estimation, variances, business expenses, and automated fiscal charts.

🏃‍♂️ Agile & Scrum Delivery

• Agile Burn Down & Burn Up Charts
  • Format: Microsoft Excel (.xlsx).
  • Purpose: Visualises sprint velocity and scope trajectory when native enterprise tools are missing.
  • Overview: Provides pre-calculated data tables and visual charts designed to mirror core metric features of platforms like Jira.
• Agile Story Dependency Tracker
  • Format: Microsoft Excel (.xlsx).
  • Purpose: Mitigates blocks caused by third-party suppliers or external business stakeholders.
  • Overview: Highlights hard dependencies impacting user stories, directly mapping out elements that trigger project delays or required change requests.

🤝 Communications & Stakeholders

• Weekly / Monthly Project Status Report
  • Format: Microsoft PowerPoint (.pptx) or Word (.docx).
  • Purpose: Delivers periodic RAG (Red-Amber-Green) health updates across the business structure.
  • Overview: Uniform executive summary layouts to quickly input current achievements, focus areas for the next period, financial updates, and top RAID items.
• Stakeholder Analysis Plan
  • Format: Microsoft Excel (.xlsx) or Word (.docx).
  • Purpose: Determines necessary communication strategies for diverse organizational partners.
  • Overview: Features Influence vs. Impact charting matrices to systematically bucket stakeholders into Involve, Inform, Consult, or Monitor engagement strategies.

🚀 Team Initiation & Onboarding

• Project Kick-Off Slide Deck
  • Format: Microsoft PowerPoint (.pptx).
  • Purpose: Establishes common project baselines and aligns team vision at inception.
  • Overview: Ready-to-customize presentation covering scope, delivery methodology, timeline highlights, and governance frameworks.
• Project Mobilisation & Team Onboarding Kit
  • Format: Microsoft PowerPoint (.pptx) or Word (.docx).
  • Purpose: Speeds up resource integration and clarifies delivery boundaries for new hires.
  • Overview: Outlines environment setups, communication structures, tools access, and initial ways of working.

Summary of Document Formats

To ensure maximum cross-device portability without tool restrictions, the package limits file dependencies to standard platforms:

• Excel (.xlsx): Heavy calculators, multi-tab trackers, sprint metrics, and cost estimators.
• PowerPoint (.pptx): High-level plans (POaP), team hierarchies, onboarding, and milestone reviews.
• Word (.docx): Comprehensive step-by-step walkthrough guides, minutes, and corporate governance papers.
• Project (.mpp): Complex dependency scheduling, detailed work breakdown structures (WBS), and traditional resource allocation timelines.