IT Project Management toolkits feature over 200 tailored, editable Microsoft Office templates

The IT Project Management (PM) toolkits created by Mark Whitfield feature over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC), bridging Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.

Project Management toolkits feature over 200 tailored, editable MS Office templates — MS Excel Project & Budget Tracker Example

Below is the structured breakdown of the primary templates categorized by their project purpose, function, and file format.

📅 Project Planning & Scheduling

Category: Project Planning | Templates: Detailed SDLC Project Plan (.mpp/.xlsx) & Plan on a Page (POaP) (.pptx/.xlsx) | Description: These tools cover stage-gate structures, resource scheduling, and visual executive updates for software projects.

⚠️ Risk, Governance & Tracking

Category: Risk & Issue Management | Template: Comprehensive RAIDs Log (.xlsx) | Description: A multi-tab workbook to track Risks, Actions, Issues, Opportunities, Dependencies, and Lessons Learned.
Category: Governance | Templates: RACI Tracker & Change Request Log (.xlsx) | Description: Tools to define roles/responsibilities and manage project scope modifications.

💰 Financial & Resource Management

Category: Project Finances | Template: Project Financial Tracker (.xlsx) | Description: Monitors forecasted vs. actual costs, variances, and expenses.
Category: Resource Management | Template: Resource & Leave Tracker (.xlsx) | Description: Tracks team availability, capacity, and absences.

🏃 Agile Delivery

Category: Agile Scrum | Templates: Burn Down/Up Charts & Story Dependency Tracker (.xlsx) | Description: Provides metric-driven velocity tracking and dependency mapping between stories or external suppliers.

📊 Communications & Stakeholders

Category: Stakeholder Management | Template: Stakeholder Analysis Plan (.xlsx) | Description: Maps influence vs. impact to plan communication needs.
Category: Project Communications | Templates: Status Report & Kick-Off Deck (.docx/.pptx) | Description: Standardized templates for project updates and project launches.

IT PM toolkits feature over 200 tailored, editable Microsoft Office templates

Project Management Templates with FREE upgrades

The IT Project Management (PM) toolkits created by Mark Whitfieldprovide a comprehensive digitized repository of over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC).

Hosted on his platform PROject Templates, these artifacts bridge the gap between fast-paced Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.

Here is an overview of the core template categories and artifacts included in the toolkit:

📅 Schedule, Planning & Timelines

Detailed SDLC / PRINCE2 Project Plans: Native Microsoft Project (.mpp) and Excel (.xlsx) files featuring stage-gate structures, resource sheets, and milestone tracking.
Plan on a Page (POaP): Over 35 PowerPoint variations and simplified Excel dashboards used to present high-level, visual timelines to executives and senior stakeholders.
Agile Scrum Sprint Planner & Delivery Plan: Templates constructed in Excel to track sprint velocity, capacity planning, and product backlogs.

⚠️ Risk, Governance & Tracking

Comprehensive RAID Logs: Centralized trackers mapping Risks, Actions, Issues, and Dependencies, including secondary tabs for opportunities, lessons learned, and change requests.
RACI Matrices: Responsibility assignment matrices used to formally define team roles (Responsible, Accountable, Consulted, Informed) across delivery workstreams.
Project Charter Blueprint: A foundational setup template used to establish formal authorization, align stakeholders, and outline scope boundaries.

📊 Performance & Financial Tracking

Project Financial Tracker: Metric dashboards containing charts for measuring internal and external forecast versus actual costs, profit margins, and expense variances.
Agile Burn Down & Burn Up Charts: Standalone spreadsheet alternatives built specifically for environments where dedicated Agile software like Jira or Azure DevOps is unavailable.

📢 Status Reporting & Communication

Weekly/Monthly Status Reports: Formatted templates available in Word and PowerPoint summarizing project health, milestone progress, and immediate priorities for internal and client updates.
Project Kick-Off Slide Decks: Presentation baselines to align teams, outline deliverables, and walk members through execution workflows at launch.

IT Project Management (PM) toolkits provide over 200 tailored templates spanning Agile, Waterfall, & PRINCE2 methodologies

The IT Project Management (PM) toolkits created by Mark Whitfield provide over 200 tailored templates spanning Agile, Waterfall, and PRINCE2 methodologies. These artifacts are designed to structure, track, and report on software delivery lifecycles (SDLC).

The framework’s core templates are categorized below by operational delivery area, specific template artifact, and native file format:

📅 Schedule, Planning & Timelines

Focuses on structural design, building work breakdown structures (WBS), and visualizing milestones for senior stakeholders.

Detailed SDLC / PRINCE2 Project Plan: Microsoft Project (.mpp), Excel (.xlsx)
Agile Scrum Sprint Planner & Delivery Plan: Microsoft Project (.mpp), Excel (.xlsx)
Plan on a Page (POaP) Milestone Visualizer: PowerPoint (.pptx)—over 35 custom variations
Gantt Chart Trackers: Excel (.xlsx)

🔍 Risk, Issue & Change Control (RAID)

Manages constraints, operational hazards, dependencies, and baseline deviations.

Simple RAID Log (Risks, Assumptions, Issues, Dependencies): Excel (.xlsx)
Comprehensive Tracking Register (Includes RAIDs, Suppliers, Deliverables, and Out-of-Scope tasks): Excel (.xlsx)
Change Request Tracker: Excel (.xlsx)

📊 Governance, Tracking & Status Reporting

Facilitates communication across team tiers and summarizes health indicators for client or internal reviews.

Weekly & Monthly Project Status Reports: PowerPoint (.pptx), Word (.docx)
RACI Matrix (Roles & Responsibilities Tracker): Excel (.xlsx)
Agile Burndown and Burnup Charts: Excel (.xlsx)
Meeting Minutes and Action Item Logs: Word (.docx)

💰 Finance, Resources & Benefits

Tracks financial trajectories, internal/external staffing allocation, and post-launch outcomes.

Full Project Financial Tracker (Forecasts, Actuals, Variances, Margins, and Expenses): Excel (.xlsx)
Simple Monthly Budget Forecast: Excel (.xlsx)
Resource Cost & Annual Leave Tracker: Excel (.xlsx)
Benefits Realisation Analysis Tracker: Excel (.xlsx)

🏗️ Initiation, Structure & Walkthroughs

Establishes the foundation of the delivery framework and walks team members through how to execute templates.

Project Kick-Off Presentation Deck: PowerPoint (.pptx)
Project Organisation Charts: PowerPoint (.pptx)
Template Walkthrough Documentation Guides: Word (.docx)

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.

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

POAP Plan On a Page Example Templates for Download

Available for download here.

Plan on a page POaP example 1 — POaP example 1

Plan on a page POaP example 2 — POaP example 2

Plan on a page POaP example 3 — POaP example 3

Plan on a page POaP example 4 — POaP example 4

Plan on a page POaP example 5 — POaP example 5

Plan on a page POaP example 6 — POaP example 6

Plan on a page POaP example 7 — POaP example 7

Many more examples available in download pack.

A Plan on a Page (POaP) is a concise, high-level visual summary of a project used to communicate timelines, milestones, and strategic objectives to stakeholders and executives. It condenses detailed data into an easy-to-digest, single-page format.

Core Components of a POaP

An effective POaP cuts out the noise of day-to-day task lists and focuses purely on headline information. It typically includes:

Project Overview: Title, project manager, and the overarching business objective.
Timeline & Milestones: A horizontal, time-phased bar chart mapping the project’s key phases.
Key Deliverables: 4 to 6 major outputs or goals required for success.
Risks & Dependencies: Critical blockers that require executive attention.

Why and When to Use It

Steering Committees: Ideal for Steering Committee meetings (Steerco) where executives need to see progress at a glance.
Stakeholder Alignment: Keeps teams focused on strategic vision rather than getting “lost in the weeds” of daily operations.
Client Updates: Acts as an excellent executive summary for clients without overwhelming them with micro-details

POAP Plan On a Page Example Templates for Download

Project Templates Soft Storefront on Etsy

ProjectTemplatesSoft on Etsy is a highly rated, UK-based digital storefront specializing in professional-grade project management spreadsheets and presentation documents. Founded by Mark Whitfield, a veteran Senior Project Manager with over 30 years of delivery experience in IT and the Software Development Lifecycle (SDLC), the shop bridge the gap between heavy enterprise software and simple, flexible spreadsheets.

Example POaP PPT and XLS plan
project templates (200+ in all)

The products are distinctively built around core professional methodologies including PRINCE2 Waterfall and Agile Scrum frameworks. A key differentiator for this storefront is its customer lifetime model: all template upgrades and functional versions are 100% free after a single purchase by contacting the seller directly. The tools are fully unlocked, editable, and act as a portable alternative for teams or clients without expensive Microsoft Project licensing.

Product Breakdown by Category Focus

📊 1. Schedule Planning & Waterfall Templates

These tools target timeline generation, resource distribution, and critical path management for traditional structured delivery.

Waterfall Project Planner & Cost Tracker: An advanced interactive timeline engine that acts as a localized alternative to MS Project. It allows teams to map out milestones while calculating live run-rate expenditures.
Plan on a Page (POaP) Blueprint: A high-level stakeholder alignment presentation tool crafted in Microsoft Excel and PowerPoint designed to condense multi-layered delivery milestones into one scannable executive slide.
Work Breakdown Structure (WBS) Matrix: Structural templates built to parse complex client scopes into manageable, sequential project tasks.

🔄 2. Agile & Scrum Framework Toolkits

Tailored for modern software development environments executing iterative design, rapid deployments, and sprint-based task management.

Agile Scrum Master Pack: Complete tracking logs optimizing sprint velocities, backlog grooming sessions, and team capacity limits.
Sprint Burndown & Velocity Trackers: Automated graphical spreadsheets showing real-time target completions against literal daily sprint efforts.

📈 3. PMO Governance, RAID, & Operational Logs

Built for Programme Management Offices requiring cross-project transparency, strict risk mitigation, and central staff scheduling.

Central RAID Log: A classic, comprehensive spreadsheet designed to track project Risks, Assumptions, Issues, and Dependencies under strict corporate governance standards.
Resource Absence & Sickness Tracker: A centralized planner for operations managers to log annual leave, sickness intervals, and alternative project allocations.
Project Team Kick-Off Decks: Professionally designed slide blueprints that outline scope definitions, stakeholder communication channels, and milestone objectives during initiation phases.

Essential Shop & Resource Hyperlinks

To explore the complete range of toolkits, check out the official ProjectTemplatesSoft Etsy Shop Page.
To access detailed execution frameworks, read customer documentation, or seek professional delivery guidance, visit the developer’s hub at Mark Whitfield’s Project Management Blog.
For the individual automated schedule building software, review the Waterfall Project Planner & Resource Cost Tracker Listing.
For stakeholder presentation deployment layouts, see the MS PowerPoint Plan Templates & POaP Layouts.
For operational team availability management, view the Editable Excel Spreadsheet Log for Annual and Sickness Leave Tracking.
For initiation alignment frameworks, browse the Project Programme Team Kick Off PowerPoint Template.

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.

Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents

Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents spanning the entire project lifecycle. Designed for PRINCE2, Agile Scrum, and Waterfall methodologies, the suite helps project managers streamline planning and tracking. The toolkit is available on platforms like Mark Whitfield’s Project Templates and Etsy – ProjectTemplatesSoft.

Here is a detailed breakdown of the templates by type:

1. Planning & Scheduling Templates

These templates help structure timelines, resource allocation, and task dependencies.

MS Project Plans (.mpp): Detailed, annotated files spanning full Software Development Life-Cycles (SDLC) and PRINCE2 7th Edition. Includes sprint overviews for Agile teams.
Excel Detailed Plans: Full Gantt chart and task tracking for users who do not have MS Project. Includes self-populating columns for baseline variance, actual effort, and RAG (Red/Amber/Green) status.
Plan on a Page (POaP): Over 30 PowerPoint slide designs that simplify complex project timelines, allowing you to present the overarching plan to clients and executives without overwhelming them with micro-details.

Mark Whitfield’s Project Management Templates offer a comprehensive, fully editable toolkit of over 200 documents

2. RAIDs Log Templates

These core tracking documents help manage the unknowns and variables of your project.

Basic RAIDs Log: Simple trackers for Risks, Assumptions, Issues, and Dependencies.
Comprehensive RAIDs Log: Highly detailed sheets with separate tabs to track supplier details, individual deliverables, Change Requests (CR), and out-of-scope (OOS) tasks.

3. Financial Management Templates

Designed to maintain tight control of your budget and forecast.

Monthly Finance Tracker: Simple sheets to monitor monthly forecasts, actuals, annual leave, and monthly variances.
Project Cost Tracker: Full-featured financial spreadsheets providing rate lookups, margin calculations, expense logs, and built-in charts for financial reporting.

4. Governance & Project Controls

These templates form the administrative and structural backbone, primarily based on the PRINCE2 methodology.

Project Initiation Documentation (PID): Includes templates for the Business Case, project approach, roles & responsibilities, and team structure.
Reports: Standardized documents for Checkpoint Reports, Highlight Reports, End-Stage Reports, and Exception Reports.
Logs & Registers: Tailored templates for Lessons Learned, Quality Management, and Configuration Item Records.

5. Stakeholder & Team Management Templates

Focused on communication and team alignment.

RACI Matrix: A tracker to define exactly who is Responsible, Accountable, Consulted, and Informed for each project task.
Stakeholder Analysis: Charts and planning tables designed to measure stakeholder “influence vs. impact” so you know exactly how to manage expectations.
Mobilisation Kit: Onboarding documents and team kickoff presentations to get new resources up to speed quickly.

6. Agile & Specialized Execution Templates

Agile Dependency Tracking: Tools designed specifically to monitor user stories that have hard dependencies on external suppliers or stakeholders.
Burn Down / Burn Up Charts: Visual aids in Excel to track sprint velocity and project progression against deliverables.
Benefits Realization Plan: A spreadsheet that evaluates the project’s completed deliverables against the organization’s original business goals and financial targets.

All templates are designed for use across desktop, tablet, and cloud platforms. Purchases on his site come with lifetime free upgrades for any additions he makes to the package.

PowerPoint Plan On a Page (POaP) templates

Mark Whitfield provides a variety of Plan On a Page (POaP) templates designed to simplify complex project schedules into a single, high-level visual. These templates are typically available through his official website as part of a larger project management toolkit that includes over 200 editable documents.

PowerPoint Plan On a Page (POaP) templates

Mark Whitfield’s POaP Template Formats

Whitfield’s templates are available across multiple platforms to suit different project needs:

PowerPoint POaP Templates

Includes over 35+ slide examples showing different ways to visualise a Software Development Life Cycle (SDLC) plan. These are ideal for client presentations where high-level detail is needed.

Excel POaP & Tracker Templates

Features Gantt views, resource costing grids, and Agile Sprint views. Some Excel versions allow you to align the POaP with resource availability and overall phase costs, useful for project bids.

MS Project (MPP) Templates

Detailed PRINCE2 and Waterfall templates that can be condensed into a “timeline” view to serve as a POaP. These are annotated for tasks like Agile Scrum ceremonies or specific PRINCE2 7th Edition stages.

Key Features of the POaP Templates

Adaptability: Templates are designed to be tailored for Waterfall (PRINCE2) or Agile (Scrum/Sprints) methodologies.
Integrated Tracking: Often bundled with RAID logs (Risk, Action, Issue, Dependency) and RACI trackers to provide a complete overview beyond just the schedule.
Visual Dashboards: Many versions include self-populating charts and summary dashboards for at-a-glance status reporting.
Availability: Templates can be purchased individually or as a bulk pack on Mark Whitfield’s Website or through platforms like Etsy and Eloquens.

PowerPoint Plan On a Page (POaP) templates

Mark Whitfield IT Project Manager, Brief Summary

Mark Whitfield is a highly experienced, SC-cleared Senior Project Manager and IT professional with over 31 years of experience in both public and private sectors, specializing in software development, cloud migration, and IT systems delivery.

He is currently associated with Capgemini (since 2016) and runs a project management resource website, PROject Templates.

Joined Capgemini in 2016 having worked at ascending points in software development lifecycle projects for over 31 years

Key Qualifications & Experience:

Roles: Senior Project Manager, Engagement Project Manager, Delivery Manager, and former programmer.
Methodologies: PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches.
Sector Experience: Extensive experience in finance and banking, including ATM software swap-outs, cloud migration (Azure, AWS, Power Platform), and POS monitoring systems.
Background: Graduated in Computing in 1990; worked as a developer (COBOL, SQL, Tandem / HPE NonStop) before transitioning to project management.

PRINCE2 Practitioner, skilled in both Waterfall and Agile (SCRUM) approaches

Professional Highlights:

Delivered major projects for clients such as Barclays, Bank of England, HSBC, Royal Mail Group, UK & Welsh Government, Heathrow, and Jaguar Land Rover.
Led complex IT infrastructure projects and business transformations.
Maintains mark-whitfield.com, offering over 200 project management templates, trackers (RAID, budget, benefit, cost etc.), and many plans for Agile / Waterfall projects including 30+ Plan On a Page (POaP) and MS Project MPP examples (click on Blog above for a summary).
Provides specialized templates for PRINCE2 7th edition and MS Project (MPP).

December 2022 – C&CA UK’s Communications & Engagement Award Winner – Cloud & Custom Applications – Capgemini UK

November 2017 – Advanced Engagement Management Course – Level 2 Exam

June 1990 – Higher National Diploma in Computer Studies (DISTINCTION – overall top) – BIHE — June 1990 – Higher National Diploma in Computer Studies, Distinction

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.

PRINCE2 Management Products Templates Overview and Historical Timeline

PRINCE2 management products are the 26 standard documents (templates) used to manage a project throughout its lifecycle. They are categorised into Baselines (plans and definitions), Records (registers and logs), and Reports (periodic updates).

PRINCE2 Microsoft Project & Excel templates

Management Products Overview

The core templates provided in the methodology ensure consistent project control. Official templates are often available through accredited providers, this website or the official AXELOS website.

Baselines: Used to define the project foundation (e.g., Business Case, Project Initiation Document, Plan).
Records: Dynamic logs to track day-to-day data (e.g., Risk Register, Issue Register, Lessons Log).
Reports: Snapshots of progress or specific events (e.g., Highlight Report, Checkpoint Report, Exception Report).

Historical Timeline of Templates & Methodology

The evolution of these products reflects a shift from rigid, IT-specific documents to flexible, industry-agnostic templates.

The Pre-PRINCE Era (1975 – 1988)

1975: PROMPT II (Project Resource Organisation Management and Planning Techniques) was developed by Simpact Systems Ltd.
Key Focus: Introduced the concept of project phases (Initiation, Specification, Design) but was strictly for IT.

The PRINCE Era (1989 – 1995)

1989: PRINCE (PROMPT II in the CCTA Environment) launched by the UK Government’s CCTA.
Key Focus: Added Critical Path Analysis and formal management roles, but remained IT-heavy and rigid.

The PRINCE2 Emergence (1996 – 2008)

1996: PRINCE2 (1st Edition) was released as a generic framework.
Key Change: IT-specific jargon was removed to make templates applicable to any industry.
2002/2005: Minor updates (3rd and 4th Editions) focused on minor refinements based on user feedback.

The Revision Era (2009 – 2022)

2009: PRINCE2:2009 Refresh (5th Edition) introduced the seven core principles.
Key Change: Templates were simplified and made more customisable to reduce “prowess-driven” bureaucracy.
2017: PRINCE2 6th Edition (formerly the 2017 Update) launched.
Key Change: Emphasis on Tailoring and scalability for different project sizes.

The Modern Era (2023 – Present)

2023: PRINCE2 7th Edition was released.
Key Change: Added a “People” element and introduced three new management approaches: Sustainability, Commercial, and Digital & Data.

Template Kits & Resources

For those seeking pre-formatted digital versions:

PRINCE2 7th Edition Template Bundle: Comprehensive sets including MS Project MPP, Excel Gantt charts, and Word artifacts are available at Etsy and eBay.
Specialised Packs: Focused collections like the PRINCE2 Control & Monitoring Pack can be found at WorkFlo Design.
Individual Documents: Individual templates like the Project Initiation Document (PID) are often sold separately for specific project needs.
PRINCE2 Templates can be purchased directly from this website including a Microsoft Project Plan in MPP format and also a Microsoft Excel Project Plan in XLS format, see below and website link.

PRINCE2 Management Products Templates Overview and Historical Timeline

PRINCE2 Microsoft Project MPP file template

Mark Whitfield HP NonStop Tandem experience & Project Management Templates

Mark Whitfield is an experienced IT Project Manager and software developer who has spent over 22 years specialising in HP NonStop (formerly Tandem) systems. He is currently an Engagement Project Manager at Capgemini.

Career & Expertise

Whitfield’s career in HP NonStop began in 1990 and includes significant technical and leadership roles across the financial and technology sectors:

Software Development: Early in his career, he worked as a programmer for The Software Partnership (later Deluxe Data/FIS), focusing on electronic banking software like sp/ARCHITECT on Tandem mainframes.
Insider Technologies (1995–2013): He spent 18 years at Insider Technologies as a Senior Development Engineer and Project Manager. His work involved:
- Developing monitoring and diagnostic software such as Reflex 80:20, Reflex ONE24, and RTLX (Real-Time Log Extraction) for payment systems.
- Managing the first HP OpenView Operations Smart Plug-In certification for the NonStop platform.
- Designing XPERT24, a performance tracking product for ACI’s XPNET layer.
Capgemini (2016–Present): As an Engagement Project Manager, he has led digital projects for major clients in the automotive, government, and aerospace sectors, including a cloud migration for UK Government applications.

Technical Contributions

Publications: He has authored articles for globally published journals like The Connection (2013), discussing topics such as querying terabytes of legacy transaction log data from NonStop mainframes.
Project History: He has managed high-value projects, including a £5 million initiative to migrate legacy HP NonStop software to AIX-based technologies for a large UK retail bank.
Training: He is trained in various NonStop-specific technologies, including TAL (Transaction Application Language), COBOL85, PATHWAY, and NonStop SQL.

Whitfield also maintains a professional website, mark-whitfield.com, where he provides project management templates and resources related to HP NonStop and Tandem systems.

Mark Whitfield provides a comprehensive bundle of over 200 editable project management templates designed for Agile, Waterfall, and PRINCE2 methodologies. These templates are based on over 30 years of project delivery experience and are available for purchase via his official website or Etsy shop.

Key Template Categories

The bundle includes a wide variety of tools across different formats (Excel, PowerPoint, Word, and MS Project):

Planning & Scheduling:
- Plan on a Page (POaP): Over 30 PowerPoint slide examples for executive-level summaries.
- Detailed Project Plans: MS Project (MPP) and Excel templates for SDLC, PRINCE2 7th Edition, and Agile Scrum projects.
- Gantt Charts: Built-in tracking views for both MS Project and Excel.
Tracking & Control:
- RAID Logs: Comprehensive logs for tracking Risks, Actions, Issues, and Dependencies, plus additional tabs for Change Requests and Lessons Learned.
- RACI Matrix: Templates to define project roles and responsibilities (Responsible, Accountable, Consulted, Informed).
- Finance Trackers: Tools for internal and external forecast vs. actual costs, including margin and variance tracking.
Agile Specific Tools:
- Burn Down & Burn Up Charts: Excel-based alternatives when tools like Jira are unavailable.
- Agile Story Dependency Tracking: Specifically for managing dependencies between agile stories and external suppliers.
Reporting & Governance:
- Status Reports: Weekly and monthly templates in Word and PowerPoint formats.
- Stakeholder Analysis: Power/interest mapping and engagement plan templates.
- Benefits Realisation: Plans to track project outcomes against initial business goals.

Purchase Benefits

Lifetime Upgrades: Once purchased, all future additions and updates to the template package are provided for free.
Compatibility: Templates are designed for Microsoft Office 365 but also include Excel versions compatible with earlier software.
Support: The package typically includes walkthrough Word documents to guide users on how to use each major template.

Mark Whitfield HP NonStop Tandem experience & Project Management Templates

Project Management Templates with FREE Upgrades and Additions

Free Upgrade and Additions – 200+ Project Management & Planning Template Examples:

Contents of ZIP file (purchase templates here):

Gallery of ALL Project Management templates…

(also download the Template Inventory PDF file – 15MB)

Join the FREE PM templates related Facebook Group (LIKE Facebook page) and LinkedIn Group.

Eloquens Project Management Templates with FREE upgrades, additions

https://www.eloquens.com/channel/mark-whitfield

Etsy Buy Project Management Templates

https://www.etsy.com/uk/shop/ProjectTemplatesSoft

LinkedIn Project Management Templates Group

https://www.linkedin.com/groups/163300

200+ PM Templates | FREE Upgrades and Additions | Agile, Waterfall & Prince2 Project Management Templates

https://officedocdepot.com/channel/i_pro_pm_templates/

Project POAP – MS PowerPoint template – Both editable & easy to use

Plan on a Page POaP example templates (30+) in Microsoft PowerPoint PPT available at website link in banner…

Plan on a Page POaP example templates 30+ in Microsoft PowerPoint PPT available at website link in banner…

Project Templates

Project Management Documentation Templates

Project Management Delivery Templates, FREE upgrades and additions

https://www.etsy.com/uk/listing/995674478/free-upgrades-4-life-agile-waterfall

Available at Etsy or by clicking on the banner link at the top of the page.

Project Management Delivery Templates, FREE upgrades and additions

Project Management Templates and Documents

Project Management Documentation Templates aligned with Project Lifecycle

Project Management Documents and Templates

Project Management Templates with FREE upgrades / additions | for Waterfall and Agile projects

Project Management Templates with FREE upgrades / additions | for Waterfall and Agile projects

PRINCE2 Project Templates Download

PRINCE2 Templates Download

PRINCE2 Project Templates Download. Templates are fully editable and once purchased, upgrades (and template additions) to the latest package are FREE.

The download ZIP file pack (can be purchased, click here if using a tablet or smartphone) contains a Microsoft Project MPP file template for PRINCE2 7th Edition and the equivalent in Microsoft Excel spreadsheet format (plus many other templates, e.g. RACI, RAID, budget tracker, plan on a page – POaP etc). The plans and other templates can be tailored as required based on the seventh principle of PRINCE2 (tailor the project to suit the environment).