Create Your Own Custom Milestones!
Sample Milestones for Government Agencies
Dynamic Milestone Manager (DMM) for Government
Dynamic Milestone Manager (DMM) is a fully customizable solution designed to streamline and enhance government processes managed within Salesforce. Whether overseeing permit applications, regulatory compliance, grants management, case tracking, or public services, DMM provides a structured yet flexible framework to track progress, ensure compliance, and improve operational efficiency. These sample milestone sets illustrate just a fraction of what’s possible. With the ability to tailor milestones, key CRM fields, and performance metrics to any government workflow, DMM ensures real-time visibility, regulatory alignment, and optimized process execution across every stage of engagement.
“Efficiency is doing better what is already being done.”
Sample Milestones
Generic Permit Milestones
Milestone: Application Received & Pre-Screening
Key Fields:
Application Status
Submission Date
Application Type
Applicant Information Verified?
Required Fees Paid?
Initial Completeness Check Passed?
Milestone: Application Review & Documentation Submission
Key Fields:
Assigned Reviewer
Required Documents Submitted?
Missing Information Identified
Resubmission Required?
Review Start Date
Milestone: Compliance & Regulatory Review
Key Fields:
Environmental Impact Assessment Required?
Zoning or Land Use Approval Required?
Public Notice Issued?
Compliance Check Completed?
Agency Sign-Offs Obtained?
Milestone: Public Comment & Stakeholder Input
Key Fields:
Public Comment Period Start/End Date
Comments Received?
Objections or Appeals Filed?
Public Hearing Required?
Milestone: Final Review & Approval Decision
Key Fields:
Final Review Date
Decision Status (Approved, Denied, Conditional)
Approval Conditions Defined?
Permit Document Generated?
Applicant Notified?
Milestone: Permit Issuance & Compliance Monitoring
Key Fields:
Permit Issuance Date
Permit Expiration Date
Compliance Reporting Required?
Inspections Scheduled?
Violations Logged?
Milestone: Permit Renewal or Closure
Key Fields:
Renewal Notice Sent?
Renewal Application Submitted?
Renewal Approved/Denied?
Permit Closed or Expired?
Final Compliance Report Completed?
Generic Grant Milestones
Milestone: Grant Opportunity Announced & Applications Opened
Key Fields:
Grant Program Name
Application Open Date
Eligibility Criteria Defined?
Public Notice Issued?
Application Portal Live?
Milestone: Application Submission & Initial Review
Key Fields:
Application Status
Submission Deadline
Required Documents Submitted?
Initial Completeness Check Passed?
Assigned Grant Reviewer
Milestone: Evaluation & Scoring
Key Fields:
Review Panel Assigned?
Scoring Criteria Defined?
Application Score Assigned
High-Priority Applications Identified
Compliance Check Completed?
Milestone: Award Decision & Notification
Key Fields:
Award Decision Date
Approved Funding Amount
Grant Agreement Sent?
Applicant Acceptance Received?
Public Announcement Made?
Milestone: Fund Disbursement & Performance Monitoring
Key Fields:
First Disbursement Date
Reporting Requirements Defined?
Compliance Checkpoints Scheduled?
Performance Metrics Tracked?
Audit Trail Maintained?
Milestone: Grant Closeout & Final Evaluation
Key Fields:
Final Report Submitted?
All Funds Disbursed?
Program Impact Assessed?
Compliance & Financial Audit Completed?
Grant Officially Closed?
Adapts to the unique complexities of government operations. Whether managing permit approvals, regulatory compliance, grants administration, case management, or procurement, DMM provides a structured yet flexible framework to track progress, ensure accountability, and enhance service delivery. These sample milestone sets for permit processing and grants management illustrate just a fraction of what’s possible. With the ability to tailor milestones an key fields to any government workflow, DMM ensures real-time visibility and optimized process execution across every stage of engagement. Start your Free Trial Today!