Writing Your Business Plan
Adding and editing schedule milestones
The LivePlan Milestones feature helps you turn your plans into focused action by allowing you to break out concrete milestones with due dates along the road to opening your company.
Adding a milestone
You can add new milestones from the Plan section in LivePlan:
In the outline menu of the Plan section:
In the document panel of the Plan section:
The process for adding milestones is essentially the same from any of these locations. Any milestones you add will show up in the Milestones Table in your downloaded plan document:
To add a milestone:
In the Plan section, click Milestones and then click Add a Milestone:
A new Milestone will appear at the bottom of the table.
Enter a name and description for the new Milestone.
Enter a due date for the milestone by either typing it in or using the date selector:
Optionally, indicate who is responsible for completing the milestone:
Note: Email reminders for upcoming milestones are only sent to the account owner.
If you'd like an email reminder before this milestone is due, click the check box. Then click Create to save the milestone.
Editing a milestone
If a milestone date changes, or you need to revise the other details of the milestone (i.e., who is responsible), you can easily go back in and edit the information.
Click Milestones in the Plan section. A table of milestones you've entered will be displayed in this section.
Click on the milestone you'd like to update:
Update any fields you like, and click Save to save the changes:
Deleting a milestone
You can delete a milestone if you want to permanently remove it from LivePlan.
Click on Milestones in the Plan section. A table of milestones you've already entered will appear.
Click the X next to the Milestone you'd like to remove:
In the overlay that appears, click Delete Milestone: