Purpose
Use this plan in Planning to break a prioritized, staffed project into goals and milestones the team can deliver within one quarter of six sprints. The Project Manager writes it using the goals and milestones playbook, presents it at Quarterly Planning, and updates the forecast at every sprint review.
The template
Copy the block below into your project space.
# Milestone plan: <project name>, <quarter>
**Project Manager:** <name> · **Product Owner:** <name> · **Product Manager:** <name>
**Business case:** <idea ID / link> · **T-shirt size:** <size> · **Capacity:** <team-sprints>
## Goals
1. <An outcome the business will notice>
2. <...>
## Milestones
| # | Milestone | Done when | Target sprint | Goal | Forecast |
| - | --------- | --------- | ------------- | ---- | -------- |
| 1 | <working, demonstrable step> | <testable condition> | S2 | 1 | On track |
## Capacity check
Milestone team-sprints: <total> · Capacity: <total> · Last sprint at least half free: <yes/no>
## Dependencies
| Needs | From team | By sprint | Agreed by |
| ----- | --------- | --------- | --------- |
| <what> | <team> | S3 | <name, date> |
## Risks
| Risk | Owner | Mitigation |
| ---- | ----- | ---------- |
| <risk> | <name> | <what we'll do> |
A filled example
# Milestone plan: Online first report of injury, Q1 2027
**Project Manager:** Claims Intake PjM (fictional) · **Product Owner:** Employer Experience PO (fictional)
**Product Manager:** Claims Experience PM (fictional)
**Business case:** IDEA-0142 · **T-shirt size:** L · **Capacity:** 11 team-sprints (2 teams)
## Goals
1. Small employers report an injury online in under 10 minutes.
2. Claims staff receive complete reports with no re-keying.
## Milestones
| # | Milestone | Done when | Target sprint | Goal | Forecast |
| - | --------- | --------- | ------------- | ---- | -------- |
| 1 | Pilot employers can sign in and start a report | 5 pilot employers start a report in production | S2 | 1 | On track |
| 2 | Reports flow into Claims Intake | A submitted report creates a claim with no re-keying | S3 | 2 | On track |
| 3 | Missing-detail checks | Reports can't be submitted with required fields blank | S4 | 2 | At risk |
| 4 | Open to all small employers | Online share above 40% for two weeks | S5 | 1 | On track |
## Capacity check
Milestone team-sprints: 9.5 · Capacity: 11 · Last sprint at least half free: yes
## Dependencies
| Needs | From team | By sprint | Agreed by |
| ----- | --------- | --------- | --------- |
| Employer identity check API | Identity Platform | S2 | Identity PO, at Quarterly Planning |
## Risks
| Risk | Owner | Mitigation |
| ---- | ----- | ---------- |
| Validation rules differ by state | PjM | Spike in S1; start with the two largest states |
All names and figures in this example are fictional.