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Stakeholder Report Template - Free Download & Example

Download our free stakeholder report template. Includes progress overview, risk matrix, budget status and timeline. Keep stakeholders effectively informed.

Effective stakeholder communication is critical to the success of every software project. This reporting template provides a professional structure for informing decision-makers about project progress, risks and decision points. It includes sections for a management summary, progress per workstream, RAG status (Red-Amber-Green), risk and issue matrix, budget overview with burn rate, timeline overview with milestones and an overview of outstanding decisions. By reporting regularly and consistently you prevent surprises and build trust with clients.

Variations

Weekly Progress Report

Concise weekly report with RAG status per workstream, top-3 achievements, top-3 risks and action items for the coming week.

Best for: Suited for agile projects where stakeholders want a brief weekly overview without reading extensive documents.

Monthly Steering Committee Report

Comprehensive monthly report for steering committee meetings with financial overview, scope changes, resource planning and strategic decision points.

Best for: Ideal for enterprise projects with formal governance where monthly steering committee meetings are held with management.

Sprint Review Report

Sprint-specific report with demo highlights, velocity trend, impediments, retrospective actions and planning for the next sprint.

Best for: Perfect for scrum teams that want to inform stakeholders after each sprint with concrete results and metrics.

How to use

Step 1: Download the stakeholder report template and choose the variant matching your reporting frequency. Step 2: Fill in the management summary — this is the most important section that decision-makers read first. Keep it concise and focus on the core message. Step 3: Assign each workstream or module a RAG status (Green = on track, Amber = attention needed, Red = action required) with a brief explanation. Step 4: Document the top risks and issues with impact, likelihood and mitigation actions. Step 5: Fill in the budget overview with spent budget, remaining budget, burn rate and forecast. Step 6: Update the timeline with achieved milestones, shifts and expected delivery date. Step 7: List outstanding decision points that require stakeholder approval. Step 8: Schedule a review moment to discuss the report and document the decisions taken.

Further reading

Sprint planning templateProject briefing templateRelease notes template

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Frequently asked questions

Weekly for operational stakeholders, monthly for strategic stakeholders and steering committee members. During critical phases (go-live, escalations) daily reporting may be necessary. Align the frequency with the needs of your stakeholders.
The management summary contains in a maximum of 5 sentences: the overall project status (on track / delayed), the most important milestone of this period, the biggest risk and the key decision that needs to be made. Decision-makers should know after reading the summary whether action is required.
Be transparent and proactive. Present the problem, the impact and a proposed solution at the same time. Stakeholders appreciate honesty and readiness to act more than surprises after the fact. Use the RAG status to make problems visible.

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Download our free sprint planning template. Includes sprint goals, capacity planning, user story selection and definition of done. Ready to use for scrum teams.

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