Create Your Own Custom Milestones!
Sample Milestones for Onboarding
Dynamic Milestone Manager will transform the way medical device and pharmaceutical companies track, manage, and optimize regulatory submissions. With its intuitive, flexible framework, Dynamic Milestone Manager ensures every critical regulatory deadline, document, and approval is organized, captured, tracked, and managed with precision. From initial submission preparation to final approval, our solution allows teams to stay aligned to document and ensure compliance at every step. Empower your regulatory affairs leaders with tailored milestone tracking, and real-time status updates—helping your teams reduce delays, improve collaboration, and streamline the complex regulatory submission process, all while maintaining full compliance and visibility across departments.
An organization that is efficient but not effective is like a well-oiled machine running in the wrong direction. True organizational success lies in the synergy of efficiency and effectiveness — where every process is not only optimized for speed and cost but also aligned with the broader mission, values, and long-term goals. To be effective is to understand where to direct energy and resources for maximum impact; to be efficient is to execute with precision and minimal waste. Only when both are present does an organization achieve its full potential, continuously adapting, growing, and delivering meaningful value.
Sample Milestones
New Employee Onboarding
Milestone: Pre-Employment & Offer Acceptance
Key Fields:
Offer Letter Sent?
Offer Acceptance Date
Background Check Completed?
Work Authorization Verified?
Start Date Confirmed
Milestone: HR & Compliance Documentation
Key Fields:
W-4 / Tax Forms Submitted?
I-9 / Work Authorization Verified?
Employee Handbook Acknowledged?
Benefits Enrollment Completed?
Payroll & Direct Deposit Setup?
Milestone: IT & System Access Provisioning
Key Fields:
Employee ID Created?
Laptop/Equipment Issued?
Email & System Credentials Provided?
Security Training Completed?
Software & Application Access Granted?
Milestone: First Day & Orientation
Key Fields:
Orientation Completed?
Manager & Team Introductions?
Company Policies Reviewed?
Job Responsibilities Explained?
Initial Training Assigned?
Milestone: 30-Day Check-In & Role Integration
Key Fields:
First Project Assigned?
Performance Expectations Set?
Mentorship/Buddy Program Initiated?
Feedback Session Conducted?
Engagement & Satisfaction Score
Milestone: 90-Day Review & Ongoing Development
Key Fields:
Initial Performance Goals Met?
Additional Training Completed?
Career Development Plan Discussed?
Manager Feedback Provided?
Official Transition to Full Productivity?
New Contractor Onboarding
Milestone: Contract Execution & Background Check
Key Fields:
Contract Signed?
Background Check Completed?
Signed NDA & Confidentiality Agreements Received?
Vendor or Staffing Agency Confirmed?
Work Authorization Verified?
Milestone: System Access & IT Setup
Key Fields:
Contractor ID Created?
Equipment Provided (If Required)?
System & Application Access Granted?
Security & Compliance Training Completed?
Project-Specific Access Approved?
Milestone: Scope of Work & Role Alignment
Key Fields:
Statement of Work (SOW) Reviewed?
Key Deliverables Defined?
Manager/Supervisor Assigned?
Payment Terms & Invoicing Setup?
Initial Work Assigned?
Milestone: First 2 Weeks Performance Review
Key Fields:
Deliverables On Track?
Communication & Collaboration Assessed?
Adjustments Needed?
Manager Feedback Provided?
Work Continuation Confirmed?
Milestone: End of Contract & Offboarding
Key Fields:
Contract Renewal or Termination?
Equipment Returned?
System Access Revoked?
Final Payment Processed?
Exit Feedback Collected?