Project Management Templates inventory by category

Mark Whitfield’s PROject Templates consist of a comprehensive bundle of over 200 fully editable delivery templates. Designed specifically to bridge the gap between structured Waterfall frameworks (like PRINCE2) and iterative Agile Scrum execution, the inventory covers real-world artifacts across Microsoft Project (.mpp), Excel, PowerPoint, and Word formats.

The detailed breakdown of Mark Whitfield’s template inventory by core management category includes:

1. Project Planning & Timelines

These templates provide multi-layered scheduling depending on whether you require micro-level tracking or high-level stakeholder summaries.

2. Project Management Templates inventory by category — Another POaP example in MS PowerPoint

Detailed Project Plans: Comprehensive Systems Development Life Cycle (SDLC) templates available in Microsoft Project (MSP .mpp) format as well as standalone MS Excel detailed plans for environments without dedicated project software.

3. Project Management Templates inventory by category — Microsoft MPP Project Plan example

Plan on a Page (POaP): High-level, visual Gantt chart timeline templates in Excel and PowerPoint used to present milestones and core roadmaps to executives.
Critical Path Analysis (CPA): Structural templates mapping out sequential, dependent tasks to isolate the project’s critical path.

2. Risk, Governance & Issue Tracking

Built to operationalise PMO toolkits, these documents streamline governance and day-to-day item control.

4. Project Management Templates inventory by category — RACI template example in MS Excel

Comprehensive RAIDs Logs: Extensive MS Excel workbooks equipped with built-in charts featuring dedicated tracking tabs for Risks, Actions, Issues, Opportunities, Lessons Learned, and Dependencies.
Change Requests & Variations: Specific registers within the RAIDs ecosystem to log scope creep, contract management deviations, and formal modifications.
RACI Matrices: Role assignment trackers specifying who is Responsible, Accountable, Consulted, and Informed across project milestones.

3. Financial & Resource Management

These templates bypass complex corporate accounting tools to provide lightweight, transparent budgeting directly inside spreadsheet architectures.

5. Project Management Templates inventory by category — Project Budget tracker in Microsoft Excel

Project Financial Trackers: Multi-currency ledgers charting forecasts vs. actual costs, profit margins, variation overheads, and project revenues.
Client Cost Summaries: Simplified external expense templates meant to be packaged and securely shared directly with clients.
Resource and Leave Trackers: Resource allocation grids accounting for internal/external team capacity, annual leave, and resource hierarchy organization charts.

4. Agile & Iterative Delivery Worksheets

For hybrid or purely iterative structures, the package includes functional Excel equivalents to modern project tracking tools.

6. Project Management Templates inventory by category — MS Excel template for an Agile Scrum Burndown chart

Velocity Tracking: Standalone, manually updatable Agile Burn Down and Burn Up charts.
Sprint Dynamics: Templates designed for managing Scrum backlogs and release cycles.
Team Performance: Includes functional icebreakers like the Project Team Quiz template to introduce light relief into daily stand-ups.

5. Communications, Onboarding & Reporting

Designed to cover critical communication pathways, from inception contracts to routine progress updates.

7. Project Management Templates inventory by category — Microsoft Excel Template project status report

Status Reports: Standardized weekly and monthly reporting templates distributed across one Word variation and two tailored PowerPoint styles.
Mobilisation Kits: Comprehensive PowerPoint decks built as a unified Programme Mobilise / Team On-boarding Kit.
Stakeholder Analysis Plans: Impact mapping grids that chart Stakeholder Influence vs. Impact to categorize communication strategies into Involve, Inform, Consult, or Monitor.
Core Governance Files: Standard administrative files including formal Meeting Minutes, Statement of Work (SOW) guidelines, and Benefits Realisation plans.

The complete toolkit is available directly via the official PROject Templates platform or via his authorized marketplace storefront, ProjectTemplatesSoft on Etsy. Both options include a lifetime guarantee of free additions and package upgrades.

Project Management Templates to be tailored as required with FREE upgrades

Mark Whitfield’s PM template library features over 200 editable project management and PMO templates. These templates span the entire project lifecycle and are categorized by focus area and framework (e.g., Agile, Waterfall, PRINCE2).

The resources are formatted natively for the Microsoft Office suite, allowing them to be opened on all devices, including desktops, tablets, and smartphones.

The templates are divided into specific categories based on the standard project delivery phases:

📁 Core Template Categories

Planning & Execution:
- Detailed MS Project schedules
- Excel and PowerPoint Plan on a Page (POaP) examples (over 35 slide examples) to save time constructing from scratch
- SDLC (Software Development Life-cycle) plans
Tracking & Control:
- Weekly and monthly Status Reports
- Meeting Minutes
Governance & Team Management:
- Project Organization charts
- RACI trackers (Responsible, Accountable, Consulted, Informed)
- Stakeholder Analysis (influence vs. impact)
- Team onboarding kits and quizzes

📂 Specialized & Framework-Specific Templates

Risk & Issue Management: Comprehensive RAIDs log (Risk, Action, Issue, Opportunity, Lessons Learned, Dependencies) with built-in summary charts.
Financials: Project Financial Trackers for internal/external costs, forecasting vs. actuals, margin/variation, and expenses.
Agile Frameworks: Agile Story Dependency tracking, Burn Down & Burn Up charts, and Sprint tracking guides.

Project Management MS Excel XLS Agile Scrum Sprint Burn Down and Up Templates to be tailored as required with FREE upgrades — MS Excel XLS Agile Sprint Burn
Down and Up Chart Examples

💻 File Formats

All templates are fully editable, and the package provides the following file formats for universal compatibility:

Microsoft Word (.docx): Used for walkthrough guides, governance documentation, and standard project status reports.
Microsoft Excel (.xlsx): Utilized for task trackers, financial dashboards, RAID logs, and non-MS Project Gantt charts.
Microsoft PowerPoint (.pptx): Used for Kick-Off decks, team hierarchy charts, and visual POaP (Plan on a Page) slides.
Microsoft Project (.mpp): Detailed work breakdown structure (WBS) and scheduling files for traditional and Agile-hybrid projects.

Project Management MPP Project Templates to be tailored as required with FREE upgrades — MS Project MPP file templates
to be tailored as required

You can download or purchase the complete inventory of these editable files at the Mark Whitfield PROject Templates Store (or via the Etsy Storefront if you prefer that platform). Once purchased, you are also entitled to free lifetime upgrades and additions.

Project Management Templates to be tailored as required with FREE upgrades

Project Management Templates bundle with free upgrades

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.

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.

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).
RACI Matrix: Resource Responsibility Assignment Matrix.

Many Project Budget / Financial Tracker examples

4. Execution & Delivery

SDLC: Detailed Software Development Life-cycle plans.
Deployment/Runbook: Execution and release planning documents.
Agile: Burn down and burn up charts.

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).

1. Project Startup / Initiation Phase

Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
Key Templates: Project Brief, PID, Business Case, Project Board Structure.

2. Planning Phase

Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log.

3. Project Execution / Control Phase

Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker.

4. Project Close Phase

Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
Key Templates: End Project Report, Lessons Log, Benefits Realization Plan.

Summary of Key Features

Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
Support: Free lifetime upgrades (and additions) to the latest template package after purchase.
Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.