Planning template

Milestone plan template

Plan a project by its milestones: what is true when each one is reached, the date, the owner and how you check it.

Free · Editable · Works with Claude and ChatGPT

Preview of the Milestone plan template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Milestone plan template

  1. Start a board from it

    Use this template opens a new Freero board with the Milestone plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Milestone plan”.

  2. Follow the instruction on the board

    “Write each milestone as something true (“Pilot stores live”) rather than an activity. If a milestone can’t be checked, rewrite it.”

  3. Fill in each part

    • Design agreed 15 Mar
    • System built 30 Apr
    • Pilot live 20 May
    • All stores live 30 Jun
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Milestone plan board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.