Copy-and-fill milestone worksheet

Duplicate this block for each stage of the project.

Freelance Milestone
MILESTONE NAME:
[Short name]

PURPOSE:
[What this stage is meant to prove]

DELIVERABLE:
[What must be delivered]

ACCEPTANCE CRITERIA:
- [Requirement 1]
- [Requirement 2]
- [Requirement 3]

TARGET DELIVERY DATE:
[Date]

BUYER REVIEW WINDOW:
[Number of days]

INCLUDED REVISIONS:
[Number of rounds or revision rule]

PAYMENT AMOUNT:
[Amount or percentage]

DEPENDENCIES:
- [Buyer input, asset, approval or prior milestone]

WHAT UNLOCKS THE NEXT STAGE:
[Condition that must be satisfied]

HANDOFF / FILES FOR THIS STAGE:
- [Files, access or documentation]

A milestone should describe a reviewable state of the project, not simply a date when another payment is due.

For each milestone define

Milestone name.
Deliverable.
Acceptance criteria.
Target date.
Review period.
Revision allowance.
Payment amount.
What unlocks the next stage.

Example structure

Discovery → first reviewable concept → approved working version → final production → handoff.

Keep stages meaningful

Do not split projects into tiny administrative checkpoints that create overhead without reducing uncertainty.

A milestone should answer: what has now been proven?If the answer is only that time passed, define a stronger deliverable.

Adjust stage size with confidence

Early milestones can be smaller. Once a freelancer demonstrates reliable performance, later stages can reasonably become larger.

After the milestone plan is written, milestone payment infrastructure can carry those stages into the actual payment workflow.