Download Free Upgrade Project Management Templates

The full toolkit of Mark Whitfield’s Project Management (PM) templates is structured below according to structural focus areas, overview of utility, and native file formats. Free upgrades and additions after purchase.

📅 Project Planning & Roadmapping

Focus: Schedule design and milestone visualization for SDLC, PRINCE2, and Agile.
Overview: Builds work breakdown structures (WBS), tracks timelines, and presents milestones to stakeholders.
Format: Microsoft Project (.mpp), Excel (.xlsx), and PowerPoint (.pptx).
Included: Detailed plans, Excel Gantt trackers, over 35 Plan on a Page (POaP) slides, and spreadsheet-based timelines.

⚠️ Risk, Governance & Operational Control

Focus: Threat tracking, dependency mitigation, and accountability.
Overview: Ensures structural control and compliance, managing risks, issues, and resource ownership.
Format: Excel (.xlsx) and Word (.docx).
Included: Comprehensive RAIDs log, RACI tracker, stakeholder analysis map, and meeting minutes templates.

💰 Financial Management & Tracking

Focus: Cost control, margin maintenance, and expenditure reporting.
Overview: Tracks internal/external resources, supplier fees, and expenses with visualized budget usage.
Format: Excel (.xlsx) with pivot tables and charts.
Included: Project financial tracker, FAV basic tracking template, and client-facing external cost tracker.

🏃 Agile Delivery & Metric Performance

Focus: Iterative delivery, velocity tracking, and roadblock visibility.
Overview: Used for manual tracking of sprint metrics and third-party dependencies when native tools are unavailable.
Format: Excel (.xlsx).
Included: Burn down/up charts, and agile story dependency trackers.

📢 Communications & Project Status Reporting

Focus: Executive updates and onboarding consistency.
Overview: Standardizes project reporting, status updates, and organization charts.
Format: PowerPoint (.pptx) and Word (.docx).
Included: Project status reports, kick-off decks, organizational charts, and benefits realization plans.

Free Upgrade MS Project Management Templates for Download

The ⁠Project Management Templates by Mark Whitfield constitute a comprehensive toolkit of over 200 editable resources designed to accelerate project delivery across Agile, Waterfall, and PRINCE2 frameworks.

The structural breakdown of the core templates is organised by functional category, specific template, integrated Microsoft Office tool, and operational description:

1. Project Planning & Scheduling

Detailed SDLC Project Plan
- MS Tool: Microsoft Project (.mpp)
- Description: A master schedule structured around the Software Development Lifecycle (SDLC) from development through testing, deployment, and Early Live Support (ELS), easily toggled between Agile Scrum and traditional Waterfall.
PRINCE2 7th Edition Project Plan
- MS Tool: Microsoft Project (.mpp) & MS Excel (.xlsm)
- Description: Fully annotated task list aligned with the 7th edition principles, colour-coded by activity type (blue for artifact creation, brown for management decisions, purple for updates).
Detailed Waterfall Project Planner
- MS Tool: MS Excel
- Description: A portable, license-free alternative to MS Project featuring baseline versus forecast tracking, an integrated Gantt chart view, and automated progress charts.
Plan on a Page (POaP)
- MS Tool: MS PowerPoint & MS Excel
- Description: High-level, executive-ready roadmaps containing over 30 slide variations used to communicate project timelines, key milestones, and work streams to senior stakeholders.

2. Project Planning & Scheduling MS Project Templates

2. Operational Control & Governance

Comprehensive RAID Log & Charts
- MS Tool: MS Excel
- Description: A highly detailed central registry featuring distinct tabs to track Risks, Actions, Issues, Opportunities, Dependencies, Lessons Learned, and Change Requests alongside visual metric dashboards.
Basic RAIDs Tracker
- MS Tool: MS Excel
- Description: A scaled-down, simplified version of the master RAID log optimized for quick turnarounds, minor bids, and low-complexity projects.
RACI Matrix
- MS Tool: MS Excel
- Description: A governance sheet mapping project deliverables against specific team roles to clarify who is Responsible, Accountable, Consulted, and Informed.
Agile Story Dependency Tracker
- MS Tool: MS Excel
- Description: A specialised log to document and track blocker stories tied to external suppliers or client-side dependencies that risk driving scope changes.

1. Operational Control & Governance MS Excel RACI Template

3. Financial & Resource Management

Project Financial Tracker
- MS Tool: MS Excel
- Description: A financial controller mapping internal and external forecast costs against actuals, factoring in margins, variances, supplier fees, and expense categories.
Resource, Sickness, & Leave Tracker
- MS Tool: MS Excel
- Description: An operational matrix monitoring annual leave, sickness, and training schedules to adjust resource availability and capacity within the master schedule.

1. Financial & Resource Management MS Excel Templates

4. Agile Delivery Metrics

Agile Burn Down & Burn Up Charts
- MS Tool: MS Excel
- Description: Manual data-table tracking solutions designed to visualise sprint or release velocity for teams operating without access to enterprise tools like Jira.

1. Agile Burn Down Chart in MS Excel Template Example

2. Agile Burn Up Chart in MS Excel Template Example

5. Communications & Administration

PRINCE2 Management Products
- MS Tool: MS Word (.doc)
- Description: A full portfolio of standard documentation masters including Project Initiation Documents (PID), Project Briefs, Highlight Reports, and Business Cases.
Project Status Report
- MS Tool: MS Word & MS PowerPoint
- Description: Weekly and monthly progress reporting templates featuring structured sections for milestones, blockers, financial status, and RAG indicators.
Kick-Off Deck & Mobilisation Kit
- MS Tool: MS PowerPoint
- Description: Onboarding and alignment slide decks designed to define scope, establish ground rules, and guide teams through project initiation.
Meeting Minutes Template
- MS Tool: MS Word
- Description: An action-oriented meeting layout tailored for capturing critical decisions, owners, and deadlines uniformly.

1. Communications & Administration MS Excel Status Report Template Example

If you are looking to purchase or deploy these, the complete ecosystem is distributed on marketplaces like the ⁠ProjectTemplatesSoft Etsy Shop or through his official site Mark Whitfield’s Project Management Templates.