Milestone Review Meeting Template
Hold a mid-project review that changes decisions.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Plan a milestone review. Project and the milestone just reached: [PROJECT_AND_MILESTONE]. Original plan and current status: [PLAN_AND_STATUS]. Participants: [PARTICIPANTS].
Produce an agenda (60 minutes): outcomes versus milestone criteria (10), what we learned (15), updated risks and assumptions (10), re-plan of the next phase (15), decisions (10). Provide a checklist of milestone exit criteria and a go/no-go decision table: Criterion | Met? | Evidence | Risk if we proceed. Include a template for a reforecast: remaining work, new estimate range, and effect on budget and date, with the arithmetic.
Add facilitation tips for challenging optimistic status reports ("What would need to be true for this date?"), a record of decisions, and a message to stakeholders (100 words). Use only my data and mark unknown items.
Provide the go or no-go table pre-filled with the criteria from my input and an empty decision line. State the rule for conditional approval: the condition, owner, and date by which it must be met.
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