Create PRINCE2 Project › Create Stage Plans

Create Stage Plans

The stage plan is used as the basis for project management control throughout the length of the project–from initiation to conclusion.

The stage plan helps you do the following:

• Identify all the products that each project stage must produce
• State how and when a stage objectives are to be achieved
• Show the deliverables, activities, and resources required
• Identify the stage control, reporting points, and frequencies
• Provide a baseline against which stage progress can be measured
• Record the stage tolerances, specify quality controls, and identify the resources needed for them

Follow these steps:

1. Open the PRINCE2 project.

   The properties page appears.

2. Open the Properties menu, and click Stage Plan.

   The stage plan properties page appears.

3. Select New.

   The create page appears.

4. Complete the following fields and save the changes:

   Plan

   Defines the name of the stage plan.

   ID

   Displays the PRINCE2 ID. The ID automatically generated for the stage plan.

   PRINCE2 Stage

   Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

   Report Date

   Displays the current date, or the date of creating the report. This field displays only after saving the changes.

   Approval Status

   Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:

   • New (gray stop light). The default selection when the report is not yet submitted for review.
   • Submit For Review (yellow stoplight). Displays once the report is submitted for review.
   • Approved (green stoplight). Displays if the report is approved during the review process.
   • Rejected (red stoplight). Displays if the report is rejected during the review process.

   Submit for Review

   Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

   See the PRINCE2 workbook for descriptions of the following fields:

   • Plan Description
   • Plan Prerequisites
   • Quality Plan
   • External Dependencies
   • Tolerances
   • How will the Plan be Monitored and Controlled?
   • Reporting
   • Planning Assumptions
   • Graphical Plan
   • Product Description for Major Products

5. Save the changes.

   The stage plan properties list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.

   Plan

   Displays the stage plan name. Click a plan name to drill to the stage plan properties. If the stage plan is currently being reviewed, the attributes on this page appear as read-only.

   PRINCE2 Stage

   Displays the current PRINCE2 stage for the project.

   Approval Status

   Displays the current approval status of this stage plan.

   Report Date

   Displays the date of creating the stage plan.

   Submitted Date

   Displays the date of submitting the stage plan for review.

   Days in Review

   Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:

   • A green stoplight appears if Days in Review is >0 and < 5 days
   • A yellow stoplight appears if Days in Review is >= 5 and < 10 days
   • A red stoplight appears if Days in Review is >= 10 day

   Approval Date

   Displays the date of approving the stage plan. If not yet approved, this field is empty.

   Plan Description

   Displays the plan description for the stage plan report.

   Plan Prerequisites

   Displays the plan prerequisites for the stage plan report.