MILESTONE ASSURED™
From submitted information to milestone assurance.
Milestone Assured™ records what information has been submitted, checked, professionally reviewed and independently monitored. Each level must be supported by identified evidence and a recorded reviewer.
PURPOSE
A record of evidence — not a guarantee.
Property decisions often depend on information supplied by several parties at different times. Milestone Assured™ creates a structured record of the evidence available, the review completed, the person or professional responsible and the matters still outstanding.
The framework does not turn incomplete information into certainty. It helps the client see the current evidence position, important exceptions and the next action required before a decision progresses.
Four levels. One controlled record.
- V1
Identity & Mandate
Confirm the parties, authority, ownership structure and right to present the opportunity.
Evidence may include
- Identity and company information
- Authority and instruction records
- Ownership structure information
- Mandate or right-to-present evidence
- V2
Property Evidence
Review title, planning, property documents, professional reports and material evidence.
Evidence may include
- Title and ownership documents
- Planning and property records
- Surveys, inspections and reports
- Material information and disclosed exceptions
- V3
Commercial Pack
Test pricing, costs, delivery assumptions, financial structure and transaction readiness.
Evidence may include
- Pricing evidence and assumptions
- Cost and programme information
- Commercial structure and dependencies
- Transaction-readiness documents
- V4
Milestone Assured
Record independent delivery evidence, inspections, exceptions and recommended actions.
Evidence may include
- Delivery and inspection records
- Milestone evidence and review dates
- Exceptions and corrective actions
- Handover or re-check requirements
STATUS MODEL
Clear language for every stage.
- Submitted
Information has been supplied and recorded but has not yet been checked.
- Checked
The identified information has been reviewed against the defined scope.
- Professionally reviewed
A suitably qualified independent professional has reviewed matters within their professional responsibility.
- Independently monitored
Delivery evidence, inspections or milestones are being recorded against the agreed programme or instruction.
Every record should show.
- The defined review scope
- The evidence identified and reviewed
- The named reviewer or responsible professional
- The review date
- Exceptions and outstanding information
- Any expiry, update or re-check trigger
PROCESS
From scope to re-check.
Define
Agree the decision, scope and evidence required.
Collect
Record submitted documents, information and sources.
Review
Coordinate the appropriate checks and professional input.
Record
Document status, reviewer, date, exceptions and next actions.
Re-check
Update the record when information expires, changes or reaches a new milestone.
Important limitation
Verification records the defined evidence reviewed, the named reviewer and the review date. It is not a guarantee of title, value, condition, planning approval, funding, completion or investment return and does not replace independent legal, surveying, tax or financial advice.
Property information is subject to independent verification. Nothing on this website constitutes financial, investment, legal, tax, valuation, surveying or planning advice. Read the full disclaimer.
Start with the evidence available.
Tell us about the property decision, the documents already held and the matters that need to be clarified.