Skip to main content
Next Step PM
Back to the library

Any phase · Ways of working

Plan with fixed milestones and agile delivery

Many organisations need fixed dates and approval points, but teams still work in short cycles. Plan so both work together.

About 1-2 daysEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Delivery and executionPrioritisation and roadmapping
PM types
All
Product types
All
Starting points
All
Ways of working
Hybrid / stage gates
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. List the fixed milestones and approval points, and what each needs.
  2. Plan the work in short cycles that lead to each milestone.
  3. Agree what is fixed, such as the date, and what can flex, such as scope.
  4. Show progress against milestones in a way leaders understand.
  5. Raise risks to milestones early.

Intermediate (1 to 4 years)

  1. Map milestones and their requirements.
  2. Plan short delivery cycles towards them.
  3. Agree what is fixed and what flexes.

Experienced (5+ years)

  1. Negotiate milestone criteria that reward outcomes, not documents.
  2. Bridge agile reporting and governance needs.
  3. Reduce unnecessary approval steps over time.

Who can do this

Owner: Product manager

Can be delegated to

  • Delivery Manager: Build and maintain the plan
  • Business Analyst: Prepare milestone documents

Reviewed by: Delivery Manager

Tool examples

Jira
Use versions or milestones linked to sprints.
Azure DevOps
Use delivery plans with milestone markers.
SharePoint / Word
Keep governance documents in one place.

Definition of done

  • Milestones and requirements mapped
  • Short cycles planned towards each
  • Fixed and flexible elements agreed

Common pitfalls

  • Waterfall disguised as sprints
  • Fixing date, scope and quality all at once
  • Late surprises at milestones

Sources