End Stage Report Template

End Stage Report: [Project name], Stage [N] [stage name]

An end stage report closes one management stage. The project manager tells the project board what the stage delivered against its plan, how the project stands as a whole, whether the business case is still viable, and asks for authority to start the next stage on the basis of a new stage plan. It is the main input to the board's stage-gate decision. The structure is aligned with the end stage report management product and the stage boundary process described in PRINCE2 7 (PeopleCert, 2023), and it fits any stage-gated or phase-gated project. Replace every [bracketed] value and every row marked Example.

Document control

Approvals

Revision history

The worked example continues the fictional Brackwell Vale Housing Trust Tenant Services Portal. Stage 3, Build and migrate, was re-planned after exception report ER-TSP-001 (option B approved): budget 534,000 EUR, end 2027-05-28. The project budget is 1,090,000 EUR for four stages plus a 90,000 EUR risk budget, 1,180,000 EUR in total.

1. Stage summary

[Summary]

Example: Stage 3 built the new portal and migrated current tenancy data. All 9 planned products are complete, with historic repairs before 2022 left read-only in the legacy system as approved in the exception. The stage ended on 2027-05-28 as re-planned, at 531,500 EUR, 2,500 EUR (0.5%) below the exception plan budget of 534,000 EUR. The business case remains viable. The board is asked to authorise stage 4, Rollout, at 210,000 EUR over 10 weeks.

2. Performance against the stage plan

Against the original budget, the stage cost 11,500 EUR (2.2%) more, funded by 14,000 EUR drawn from the risk budget.

3. Products delivered

Off-specifications and concessions: [List, with IDs and who accepted them.]

4. Business case review

Conclusion: [Still justified / Justified with changes / No longer justified]

Example: Still justified. Actuals to date are 58,000 EUR (stage 1), 296,500 EUR (stage 2) and 531,500 EUR (stage 3), 886,000 EUR in total. The risk budget has 76,000 EUR left.

5. Benefits achieved so far

See Benefits realization plan.

6. Team performance and lessons

7. Issues and risks carried forward

8. Next stage request

9. Related templates

• Highlight report and Exception report for the stage history
• Project closure report for the final stage
• Lessons learned
• Business case
• Project schedule for the next stage plan

Glossary

• Stage boundary: the point between two stages where the board decides whether to continue.
• Exception plan: a plan that replaces a stage plan after the board accepts an option in an exception report.
• Concession: acceptance of a product that does not fully meet its specification.
• Off-specification: something that should be provided but is not, or that does not meet its specification.
• Risk budget: money set aside for risk responses, controlled by the board.

Standard and licence note

Structure aligned with the end stage report management product and the "manage by stages" principle of PRINCE2 7 (Managing Successful Projects with PRINCE2, 7th edition, PeopleCert, 2023), including the stage boundary process. PRINCE2 is cited by name only: no text, tables or figures from the publication are reproduced, and the headings, wording and the fictional Brackwell Vale example are original. Official text: PeopleCert, purchase or licensed access: https://www.peoplecert.org/prince2. PRINCE2 is a registered trademark of PeopleCert. Check the current edition and your organisation's stage-gate rules before use. Template licence: MIT.