Milestones Worksheet

WRITTEN BY: UPSIDE PARTNERSHIP

This milestone worksheet is one of Upside Partnership’s favorite post-seed funding exercises. We urge founders to think of the important needs and goals of the business over several time increments: 10 years, 0-6 months, 6-12 months, and 12-18 months.

It may seem strange to start off with such a long timeframe of 10 years, but this puts founders in a long term mindset: think of the company on a large scale and work backwards. What are the big, overarching goals for the business? What do you want to achieve long term? Once that vision is clarified, founders can then map short term milestones to the larger scale goals in a cohesive way. Everything should stream together to hit long term milestones.

Originally published:
2017, Milestones Worksheet, Upside Partnership