End Stage Report - FREE project template

1. Document information

1.1. Project Name

1.1.1. [name]

1.2. Date

1.2.1. [date]

1.3. Release

1.3.1. Draft/Final

1.4. Author

1.4.1. [author]

1.5. Owner

1.5.1. [owner]

1.6. Client

1.6.1. [client]

1.7. Document Number

1.7.1. [number]

1.8. Revision, Approvals & Distribution

1.8.1. Revision History

1.8.1.1. Revision # [....]

1.8.1.1.1. Revision Date

1.8.1.1.2. Previous Revision Date

1.8.1.1.3. Summary of Changes

1.8.1.1.4. Changes Marked

1.8.1.2. Revision # [....]

1.8.1.2.1. Revision Date

1.8.1.2.2. Previous Revision Date

1.8.1.2.3. Summary of Changes

1.8.1.2.4. Changes Marked

1.8.1.3. Revision # [....]

1.8.1.3.1. Revision Date

1.8.1.3.2. Previous Revision Date

1.8.1.3.3. Summary of Changes

1.8.1.3.4. Changes Marked

1.8.1.4. Date of next revision:

1.8.1.4.1. [....]

1.8.2. Approvals

1.8.2.1. Approval # [....]

1.8.2.1.1. Name

1.8.2.1.2. Signature

1.8.2.1.3. Title

1.8.2.1.4. Date of Issue

1.8.2.1.5. Version

1.8.2.2. Approval # [....]

1.8.2.2.1. Name

1.8.2.2.2. Signature

1.8.2.2.3. Title

1.8.2.2.4. Date of Issue

1.8.2.2.5. Version

1.8.2.3. Approval # [....]

1.8.2.3.1. Name

1.8.2.3.2. Signature

1.8.2.3.3. Title

1.8.2.3.4. Date of Issue

1.8.2.3.5. Version

1.8.3. Distribution

1.8.3.1. Distribution # [....]

1.8.3.1.1. Name

1.8.3.1.2. Title

1.8.3.1.3. Date of issue

1.8.3.1.4. Version

1.8.3.2. Distribution # [....]

1.8.3.2.1. Name

1.8.3.2.2. Title

1.8.3.2.3. Date of issue

1.8.3.2.4. Version

2. Overview

2.1. Purpose

2.1.1. An End Stage Report is used to give a summary of progress to date, the overall project situation, and sufficient information to ask for a Project Board decision on what to do next with the project.

2.1.2. The Project Board uses the information in the End Stage Report in tandem with the next Stage Plan to decide what action to take with the project: for example, authorize the next stage, amend the project scope, or stop the project.

2.2. Contents

2.2.1. The End Stage Report should cover the following topics.

2.2.2. Project Manager's report

2.2.3. Review of the Business Case

2.2.4. Review of Project Objectives

2.2.5. Review of Team Performance

2.2.6. Lessons Report

2.2.7. Issues and Risks

2.2.8. Forecast

2.2.9. Review of Products

2.2.10. Note: Where the End Stage Report is being produced at the end of the initiation stage, not all of the above content may be appropriate or necessary

2.3. Advice

2.3.1. The End Stage Report is derived from the: Current Stage Plan and actuals; Project Plan; Benefits Review Plan; Issue Register, Quality Register and Risk Register; Exception Report (if applicable); Lessons Report; Completed/slipped Work Packages and updated Business Case.

2.3.2. An End Stage Report can take a number of formats, including presentation to the Project Board (physical meeting or conference call), as a document or email issued to the Project Board; or as an entry in a project management tool.

2.3.3. The following quality criteria should be observed:

2.3.3.1. The report clearly shows stage performance against the plan

2.3.3.2. Any abnormal situations are described, together with their impact

2.3.3.3. Any appointed Project Assurance roles agree with the report.

3. Project Manager's report

3.1. [Summarise the stage performance]

4. How to use this template

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4.2. How to complete this template

4.2.1. Complete the sections in square brackets

4.2.1.1. [....]

4.2.2. Read these sections for help on this template

4.2.2.1. Purpose

4.2.2.2. Advice

4.2.3. Navigate using the links in Contents

4.2.3.1. Contents

4.3. Attribution

4.3.1. Copyright © AXELOS Limited 2009. All rights reserved. Material is reproduced with the permission of AXELOS

4.4. Get this template here

5. Review the Business Case

5.1. [Summarise the validity of the project's Business Case]

5.2. Benefits achieved to date

5.3. Expected net benefits

5.4. Deviations from the approved Business Case

5.5. Residual benefits expected

5.5.1. [Remaining stages and post-project benefits expected]

5.6. Aggregated risk exposure

6. Review of Project Objectives

6.1. [Review how the project has performed to date against its planned targets and tolerances for time, cost, quality, scope, benefits and risk. Review the effectiveness of the project’s strategies and controls]

7. Review of Team Performance

7.1. [Provide recognition for good performance]

8. Lessons Report

8.1. [A review of what went well, what went badly, and any recommendations for corporate or programme management consideration]

9. Review of Products

9.1. Summary of Follow-on Action Recommendations (if applicable)

9.2. Phased Handover (if applicable)

9.2.1. [Provide confirmation by the customer that operations and maintenance functions are ready to receive the release]

9.3. Products

9.3.1. [Product Name]

9.3.1.1. Quality Records

9.3.1.1.1. [Planned]

9.3.1.1.2. [Completed]

9.3.1.2. Approval Records

9.3.1.2.1. [....]

9.3.1.3. Off-specifications

9.3.1.3.1. [....]

9.3.2. [Product Name]

9.3.2.1. Quality Records

9.3.2.1.1. [Planned]

9.3.2.1.2. [Completed]

9.3.2.2. Approval Records

9.3.2.2.1. [....]

9.3.2.3. Off-specifications

9.3.2.3.1. [....]

9.3.3. [Product Name]

9.3.3.1. Quality Records

9.3.3.1.1. [Planned]

9.3.3.1.2. [Completed]

9.3.3.2. Approval Records

9.3.3.2.1. [....]

9.3.3.3. Off-specifications

9.3.3.3.1. [....]

9.3.4. [Product Name]

9.3.4.1. Quality Records

9.3.4.1.1. [Planned]

9.3.4.1.2. [Completed]

9.3.4.2. Approval Records

9.3.4.2.1. [....]

9.3.4.3. Off-specifications

9.3.4.3.1. [....]

9.3.5. [Product Name]

9.3.5.1. Quality Records

9.3.5.1.1. [Planned]

9.3.5.1.2. [Completed]

9.3.5.2. Approval Records

9.3.5.2.1. [....]

9.3.5.3. Off-specifications

9.3.5.3.1. [....]

9.3.6. [Product Name]

9.3.6.1. Quality Records

9.3.6.1.1. [Planned]

9.3.6.1.2. [Completed]

9.3.6.2. Approval Records

9.3.6.2.1. [....]

9.3.6.3. Off-specifications

9.3.6.3.1. [....]

10. Review Stage Objectives

10.1. [Review how the specific stage performed against its planned targets and tolerances for time, cost, quality, scope, benefits and risk]

11. Issues and Risks

11.1. [Summarise the current set of issues and risks affecting the project]

12. Forecast

12.1. [Provide the Project Manager’s forecast for the project and next stage against planned targets and tolerances for time, cost, quality, scope, benefits and risk]

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