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Wave Success Center by McKinsey

Status of my milestones

Having an overall sense of where your milestones (or initiatives, actions, or activities) are can help you identify where to focus your efforts. What needs to be moved to the next stage? What do you need to flag for leadership attention?

Follow these steps to create a visualization that allows you to see all your milestones with the most recent end date first and colored by planning summary, as illustrated in the image below. You can also create a version of this visualization that shows initiative status.

How to use

  • Pull this report weekly to review and update the status of your work
  • Start at the top of the report where you will see the milestones coming due soonest 
  • Look at initiatives that are red for late, as well as at the initiatives that are orange for due soon
  • Double click milestones (or initiatives) to see details  
  • If you are reviewing initiatives, you can flag those which have some issues or require leadership attention

All_my_milestones_marked_up.png

 

Step-by-step Instructions  

1. Ensure you are in list view. If not, navigate to the upper left corner and click on the visualization type and select List view from the dropdown.

2. Next, click on the filter icon Filter_icon.png in the upper right corner and select Filter by milestone. Set the following filters:

  • Milestone owner - Filter for me only
  • End date - uncheck Include items without a date

All of my milestones 1.gif

 

3. Click on the view setting icon  View_settings_icon.png  to the left of the filter icon, then click on the group icon Group_icon.png.Select Group by milestone, then End date

Next, click on the sorting icon Sort_icon.png and Sort by milestone, then select End date. Ensure that the ordering is Descending.

Finally, you may wish to click on the color icon and select Planning summary to see at a glance which initiatives are on track or which require attention.

All of my milestones 2.gif

 

Visualization Option 

Create this visualization at the initiative level with these modifications:

In Step 2, Filter by initiative as follows:

  • Initiative Owner - Filter for me only

In Step 3, Group by L4 latest estimated date and Sort by L4 latest estimated date.

 

One best practice is to view and update this data weekly. You will want to save your workbook view for future reference. 

 

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