Over 200 editable templates for both Agile & Waterfall / PRINCE2 frameworks

Mark Whitfield’s Project Management (PM) methodology relies on over 200 editable templates tailored for both Agile Scrum and Waterfall / PRINCE2 frameworks. Developed over 24 years of IT and digital delivery, the toolkit focuses on high-level reporting, rigorous risk control, and visual tracking to align teams with corporate governance.

Templates by Category and Methodology

1. Detailed Planning & Scheduling

Methodology: Mapped to the Software Development Life Cycle (SDLC) for both sequential Waterfall phases and iterative Agile sprints.
Templates:
- Microsoft Project (MPP): Fully loaded schedules detailing project inception, elaboration, construction, and transition.
- Excel Detailed Plans: Work Breakdown Structure (WBS) mapped to sequential and date-driven task management with built-in RAG (Red/Amber/Green) status indicators.

2. Visual Reporting & Execution (Plan on a Page)

Methodology: Focuses on structural, executive communication to prevent scope creep and keep stakeholders aligned.
Templates:
- POaP (Plan on a Page): High-level visual summaries designed for client presentations and quick-glance milestone tracking in Excel and PowerPoint.
- Burn-up / Burn-down Charts: Visual tracking metrics used in Agile Sprints to show progress towards delivery goals.

3. Risk & Governance Control

Methodology: Built on strict risk/action tracking and regular lessons learned to manage uncertainty throughout the project lifecycle.
Templates:
- RAID Log: Centralized Excel trackers recording Risks, Actions, Issues, and Dependencies.
- Change Requests/Decisions Log: Supplementary tabs within the RAID register to strictly manage scope changes and project governance.

4. Financial Trackers

Methodology: Ensures project adherence to contracted margins, tracking both internal/external costs and resource efforts.
Templates:
- Budget & Resource Trackers: Spreadsheets for forecasting versus actual expenses, variance calculations, expense reporting, and margin tracking with pivot-table readiness.

5. Team RACI & Status Reporting

Methodology: Clearly defines stakeholder roles and communication frequencies (weekly/monthly) to ensure continuous monitoring and control.
Templates:
- RACI Matrix: A mapping tool defining who is Responsible, Accountable, Consulted, and Informed.
- Weekly Status Reports: Word/Excel templates detailing internal and external project health, current milestones, and upcoming sprints.

To explore the entire toolkit, you can visit the Mark Whitfield PROject Templates portal.

Plan on a Page, POAP – is a visual summary of a project’s core elements

A Plan on a Page (POAP) is a concise, visual summary of a project’s core elements. It distills complex, granular project details into a highly accessible, single-page format.

It acts as an executive summary rather than a replacement for comprehensive, detailed project plans. Example, tailorable Agile and Waterfall MS PowerPoint POaP project templates can be purchased at this link.

🎯 Primary Purpose

Executive Communication: Provides busy stakeholders and C-level management with rapid visibility into a project’s status without overwhelming them with data.
Alignment: Ensures teams, sponsors, and stakeholders share a unified understanding of project goals and direction.
Focus & Risk Management: Keeps the strategic vision front-and-center, prevents teams from getting “lost in the weeds,” and allows leaders to spot high-level risks early.
Decision Support: Serves as a quick reference guide during steering committee and status meetings.

POAP is a concise, visual summary of a project's core elements — A Plan on a Page (POAP) is a concise, visual summary of a project’s core elements

📝 Content Summary

To fit on a single page, a POAP strips away tactical daily tasks and focuses only on the most critical strategic and timeline components:

Project Vision & Scope: A concise statement of what the project aims to deliver.
Objectives & KPIs: Specific, measurable targets and Key Performance Indicators to measure success.
Visual Timeline: A high-level roadmap, Gantt chart, or phase-based breakdown (e.g., Discovery, Execution, Launch) displaying major milestones.
Project Health/Status: Current RAG (Red/Amber/Green) status or progress tracking.
Resource & Budget Allocation: High-level overview of assigned budget and key personnel.
Risk & Dependencies: Notable blockers, constraints, or critical assumptions.
Governance & Contacts: The project sponsors, managers, and the best way to get support.