Select Page
← Go Back

Milestone planning is one of the most important aspects of project planning, because project milestones are the most visible indicators of project progress.

milestone management

What are milestones and why are they important?

Milestones typically mark critical decision points, the completion of major project tasks and the ends of various project phases. Senior stakeholders who are not involved in the project on a daily basis become more engaged and attentive as milestones approach. In some cases, milestones even determine when payments are sent to vendors and contractors.

With so much attention being paid to your project management milestones, it’s important that you plan for them appropriately. In fact, many PMs insist that milestones (rather than tasks) should be the primary focus of your project planning process.

In addition to choosing the right milestones based on your project plan and deliverables, project managers also need to ensure that their team members understand the importance of each milestone and stay focused on their goals. The strategies listed here will help you define the right milestones for your projects and guide your team successfully toward each one.

Tips for Better Milestone Planning

1. Identify the proper milestones.

Your project plan will set the tone and pace for your entire project, and the milestones you include in the plan will serve as indicators that work is proceeding on schedule. Choosing the right milestones is critically important, because your team members and other stakeholders can only get an accurate view of the project’s long-term health if they are looking at the right signs.

Along with obvious milestones like the official beginning and end of a project, you’ll most likely need to include at least some of the following events in your milestone planning:

  • Completion of major project tasks
  • Go/no go decisions and other key decision points
  • Initial delivery of a product or service
  • Completion of testing and final sign-off

2. Communicate milestone information with your team.

Once you’ve defined your milestones, the next step is to determine how you’ll share milestone information with your team members and other stakeholders. Cloud-based project management solutions like Clarizen can dramatically simplify this process by giving you the ability to add and edit milestones in documents that your team members can view in real-time.

Increase your business agility with Clarizen’s project management software

Clarizen’s unique collaboration tools also allow you to add documents and meeting notes to milestones, creating a single, easy-to-manage source for up-to-date information.

3. Track and manage milestones throughout the project.

As a project manager, you’ll spend a part of each day reviewing your list of project milestones and measuring your team’s progress toward each one. Here again, Clarizen accelerates the milestone planning process by giving you full visibility into task progress and other factors that might affect milestone completion. You can also convert existing project tasks into new milestones, which can be particularly helpful when you need to manage several sub-projects within your larger project.

Want to explore how Clarizen can help you plan and execute on key milestones? Contact us today.


What are you waiting for?

Learn why Clarizen is the right choice to engage your workforce and accelerate your business.

Learn How to Get 30% Higher Return on PPM Assets. Get the Full Gartner Market Guide
Preview: Gartner Market Guide for Adaptive Project Management & Reporting

Pick a PPM solution with the best capabilities to match your unique needs


In the Gartner Market Guide for Adaptive Project Management & Reporting guide, Gartner, Inc. provides recommendations and evaluation criteria for executives and PMO leaders assessing Project and Portfolio Management (PPM) solutions. This guide outlines the adaptive project management and reporting process flow as well as a market review of current providers in the following categories:

  • - Existing pure-play PPM providers
  • - Collaborative work management (CWM) providers
  • - Enterprise agile planning (EAP) providers
  • - Technology Platform providers from other markets

The guide provides insight into how well a product or service fulfills certain functional capabilities – with a forward-looking market direction and analysis provided.

In the report, Gartner, Inc. mentions/states that “by 2024, 50% of all program and portfolio management (PPM) leaders will integrate complementary technologies to enable portfolio decision making and adaptive work management for digital business evolution.”

Clarizen offers a complete solution that connects work across the enterprise, turning ideas into strategies, plans, and action. With Clarizen, organizations can work the way they want to work and have real time visibility across all workstreams in their portfolio. This keeps teams focused on the things that matter, provides the real-time information needed to make more accurate and timely decisions, and delivers results faster to meet and even exceed company goals and customers’ expectations.

Discover what sets Clarizen apart from other vendors in the marketplace.
If you like the preview and want the FULL PDF file, please provide your information and you can download it
Buyer’s guide to project management software
1/2