Tag: Project Management Templates

Free Upgrade Project Management Templates Download by focus area

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

iProPMTemplates on Etsy for Project Management Templates with FREE Upgrades

Mark Whitfield is a Senior Project Manager with over 30 years of experience in delivering PRINCE2 Waterfall and Agile Scrum projects. Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates), he provides a comprehensive bundle of over 200 professional project management templates. 

Operating the Etsy shop ProjectTemplatesSoft (also known as iProPMTemplates)

Author Overview: Mark Whitfield

  • Professional Background: Graduated in Computing in 1990 and began his career as a programmer in electronic banking software.
  • Expertise: Senior Project Manager and PRINCE2 Practitioner with extensive experience in the Software Development Lifecycle (SDLC).
  • Value Proposition: His templates are designed to be “imitation-proof” professional toolsets used in real-world project delivery.
  • Support Policy: Offers FREE upgrades and additions for life to anyone who purchases his template bundles; users simply contact him via Etsy or his official website. 

Detailed Project Templates Inventory

The expanded inventory typically included in his master ZIP file covers the entire project lifecycle across various formats (Excel, Word, PowerPoint, and MS Project). 

1. Planning & Scheduling Templates

  • MS Project (MPP) Plans: Detailed SDLC Microsoft Project plans adaptable for Waterfall and Agile Scrum, including PRINCE2 7th Edition specific plans.
  • Excel Project Planners: Robust Waterfall and PRINCE2 planners with automated Gantt views, designed for users without MS Project licenses.
  • Plan on a Page (POaP): High-level PowerPoint and Excel templates for stakeholder presentations, showing project timelines and key milestones.
  • Agile Frameworks: Templates for Sprint planning, Daily Stand-ups, Sprint Reviews, and Retrospectives. 

2. Tracking & Control (RAID & RACI)

  • Comprehensive RAID Log: An Excel-based master tracker for Risks, Assumptions, Issues, Dependencies, and Decisions.
  • RACI Matrix: For defining roles and responsibilities (Responsible, Accountable, Consulted, Informed).
  • Agile Trackers: Includes Burn Down and Burn Up charts for teams not using Jira or similar tools. 

3. Financial & Resource Management

  • Project Financial Tracker: Detailed spreadsheets for tracking forecasts, actuals, margins, and variance.
  • Resource Costing Grid: Tools for estimating resource costs across project phases, useful for bidding and Statements of Work (SoW).
  • Capacity Planning: Templates for managing team availability and on-boarding mobilization kits. 

4. Documentation & Reporting

  • Status Reports: Weekly and monthly templates in Word and PowerPoint.
  • Standard PRINCE2 Artifacts: Complete set including Business Cases, Project Briefs, Highlight Reports, and End Stage Reports.
  • Governance Tools: Meeting minutes, stakeholder analysis plans, and Benefits Realisation Plans. 

iProPMTemplates on Etsy for Project Management Templates with FREE Upgrades

Project Management Templates Overview and Author Timeline

Mark Whitfield provides a comprehensive suite of over 200 editable project management templates designed for Agile, Waterfall, and PRINCE2 methodologies. These tools are based on his 30+ years of project delivery experience in high-stakes sectors like banking and aerospace. 

Overview of Project Management Templates

Whitfield’s collection, available on his official website and Etsy, includes specialized tools for various delivery phases: 

  • Planning & Scheduling: Includes Plan on a Page (POaP) (30+ PowerPoint examples for executive summaries), detailed MS Project (MPP) plans, and Excel-based Gantt charts for those without MS Project licenses.
  • Tracking & Control: RAID Logs (Risks, Actions, Issues, Dependencies/Decisions) with built-in charts, and RACI Trackers for defining roles and responsibilities.
  • Methodology-Specific Tools:
    • PRINCE2: Full 7th Edition MS Project plans and standard Word templates.
    • Agile/Scrum: Agile burn-down and burn-up charts, story dependency trackers, and sprint overview templates.
  • Financial Management: Detailed trackers for budgets, forecasts, actuals, margins, and resource costing per project phase.
  • Reporting & Governance: Weekly/monthly status report templates (Word and PowerPoint), project organization charts, stakeholder analysis plans, and meeting minutes.
  • Delivery & Mobilization: Onboarding kits, deployment runbooks, and Statement of Work (SOW) guidance for both Agile and Waterfall. 

Historical Career Timeline

Mark Whitfield’s template development is rooted in a career that evolved from technical programming to senior engagement management. 

  • 1990–1995: The Software Partnership / Deluxe Data: Started as a programmer specializing in electronic banking software for Tandem Computers (HPE NonStop).
  • 1995–2013: Insider Technologies (18 years):
    • 1997: Consultant at CRESTCo (now Euroclear) for volume testing and performance benchmarking.
    • 2002: Managed the first HP OpenView Operations 2-way Smart Plug-In certification for the NonStop platform.
    • Early 2000s: Transitioned to IT Project Manager, managing waterfall projects for real-time log extraction (RTLX) products for clients like HSBC.
    • Late 2000s–2013: Senior roles in product and project management, managing large-scale transaction monitoring for global banks.
  • 2013–2014: Wincor Nixdorf: Served as a Project Manager for the Banking Division, managing a £5m+ project for Lloyds Banking Group (LBG) to replace legacy software across their ATM estate.
  • 2014–2016: Betfred: Senior IT Digital Project Manager in the Online and Mobile Division, delivering projects using the Agile Scrum framework.
  • 2016–Present: Capgemini UK:
    • 2016: Lead Project Manager for a UK Air Traffic organization, delivering iOS apps for airspace visualization.
    • 2023–2024: Technical Delivery Manager for a £1m+ UK Government project involving fish export and health document portals.
    • Current: Serving as an Engagement Manager (Certified PRINCE2 Practitioner and Agile SCRUM) augmented into MuleSoft. 

Project Management Templates Overview and Author Timeline

Project Management Templates Bundle FREE Upgrades

Mark Whitfield’s project management templates offer a range of timeline and planning views designed for Agile, Waterfall, and PRINCE2 delivery. These templates typically include a high-level Plan on a Page (POaP) and detailed Microsoft Project (MPP) or Excel schedules. 

Example Plan on a Page POaP

Timeline & Planning Views

  • Plan on a Page (POaP): A high-level summary view (often in PowerPoint or Excel) used to communicate key phases and milestones to stakeholders without the clutter of a full Gantt chart.
  • Detailed Gantt Charts: Provided in both Microsoft Project (MPP) and Excel, these timelines include task dependencies, resource allocations, and critical path tracking.
  • Agile Sprint Timelines: Specialized views for tracking 2–4 week sprints, daily stand-ups, and sprint retrospectives within a broader project framework.
  • SDLC Progression: The templates are often structured around a typical Software Development Life-cycle (SDLC), moving from Inception to Transition and Early Live Support (ELS). 

Key Timeline Components

The templates are pre-configured with several essential timeline elements: 

  1. Project Start & End Dates: Easily adjustable fields that automatically update durations and downstream tasks.
  2. Milestones & Gateways: Visual markers for critical sign-off points and delivery stages.
  3. Task Dependencies: Pre-built links that show how delays in one area (e.g., hardware delivery) impact the overall project finish date.
  4. Resource View: Timelines integrated with resource calendars to account for holidays and leave. 

You can find the full package of over 200 editable templates, which include these timeline views and RAID logs, on Mark Whitfield’s official website or via his Etsy store. 

Buy Premium Programme & Project Management Delivery Templates – plus all Upgrades and Additions are FREE

Project Management Templates Bundle FREE Upgrades