Not sure I'd go with the stage 1 - if you're changing rods then you're really looking at bearings etc too. It would also be a monumental waste of money!
If you were thinking as an entry point then just get: Catcam 402's, ARP rod bolts, Ktec mani, plus whatever filter and cat back you want. You'll have 80% of the gains at 20% of the cost.
Rods are gonna set you back best part of £1000 for ones worth fitting, avoid the **** PEC ones, I'd rather just have bolts than those horribly designed pieces of wank.
Head is going to be £500.
Bigger cams than 402 are in my direct experience (certainly combined with the R3 manifold) are going to require a standalone running TPS for load, £1500.
ITB's, £1500
and all that will be what, 220-230bhp. But yeah it'll be awesome and sound the nuts, I'm between a rock and hard place when it comes to tuning now, I almost have to carry on and make it slight OTT because I've got recipts coming out my arse for this car and specifically the engine!!!!!!
If you then stick £600 of forged pistons in, or £2000+ of R3 Evo style solid lifters etc - all you'll do is make it unusable daily - but they would offer the potential for a mega cam (and I'd recommend VVT delete by that point too).