Operations
Milestone Templates That Keep Residential Projects Moving
Use Conforma milestone templates to align expectations, manage cash flow, and keep teams accountable from day one.
July 2, 2024•5 min read
Milestones transform a large renovation into manageable deliverables. When each step has a defined outcome, supporting documents, and a release percentage, both homeowner and contractor know exactly what success looks like before work begins.
What makes a strong milestone plan
- Observable outcomes: Each milestone should be confirmed by a photo set, inspection report, or punch list.
- Balanced cash flow: Payment percentages should match labour or material intensity so contractors stay liquid.
- Clear dependencies: Everyone should know which inspections or approvals must occur before moving forward.
Bathroom remodel template
- Milestone 1: Demolition and rough-in (25 percent) - Demolition complete, framing adjusted, plumbing and electrical rough-in inspected.
- Milestone 2: Surfaces installed (30 percent) - Tile, waterproofing, and flooring installed with photos of key areas.
- Milestone 3: Fixtures set (30 percent) - Vanity, lighting, shower hardware, and ventilation installed and tested.
- Milestone 4: Final delivery (15 percent) - Punch list resolved, site cleaned, warranties submitted.
Exterior painting template
- Milestone 1: Surface prep (30 percent) - Pressure washing, scraping, and repairs documented.
- Milestone 2: Prime and mask (30 percent) - Primer applied, masking and protection verified.
- Milestone 3: Finish coats (25 percent) - Final coats completed with close-up finish photos.
- Milestone 4: Walkthrough (15 percent) - Punch list sign-off and clean site.
Templates are a starting point. Conforma analysts adapt them to your scope, budget, and city inspection requirements so there are no surprises mid-project.
Need a custom template?
Share your plans and we will draft milestone language and evidence requirements you can review with your contractor.
Our analysts will prepare a draft schedule tailored to your project.
Request a custom milestone template