Explore The Universal Upgrade Process
Simplify your life with the straightest line to your goals.
Step
1.0
Upgrade —
Baseline
Understanding Your Baseline
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Goal
Dowload PlayBook
Step Goal
To sufficiently understand your starting point.
Definition
Identification of your real starting point.
Get realistic knowledge and understanding of your “starting point” – ranging from your resources to limitations, and every relevant circumstance.
Key Questions
PQ #1 - Where are you right now? (Self-location & grounding) - CQ #1 How are you?
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PQ #1 - Where are you right now? (Self-location & grounding) - CQ #2 What are your circumstances?
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PQ #1 - Where are you right now? (Self-location & grounding) - CQ #3 What keeps you from recognizing your circumstances?
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PQ #1 - Where are you right now? (Self-location & grounding) - CQ #4 "What methods, tools, and resources will help you assess where you are?"
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PQ #2 - Who are you? (Identity & self-concept) - CQ #1 What are your experiences?
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PQ #2 - Who are you? (Identity & self-concept) - CQ #2 What are your beliefs?
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PQ #2 - Who are you? (Identity & self-concept) - CQ #3 What do you value?
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PQ #2 - Who are you? (Identity & self-concept) - CQ #4 What’s the big blind spot in your starting point awareness that can sink your upgrade ship?
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PQ #2 - Who are you? (Identity & self-concept) - CQ #5 Who can help me fast-track my baseline understanding?
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PQ #2 - Who are you? (Identity & self-concept) - CQ #6 "What methods, tools, and resources will help you assess who you are?"
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PQ #3 - What do you have? (Inventory of self) - CQ #1 What are your resources?
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PQ #3 - What do you have? (Inventory of self) - CQ #2 What are your liabilities?
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PQ #3 - What do you have? (Inventory of self) - CQ #3 What do you know?
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PQ #3 - What do you have? (Inventory of self) - CQ #4 What are your skills?
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PQ #3 - What do you have? (Inventory of self) - CQ #5 "What methods, tools, and resources will help you assess what you have?"
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Childern Question
Baseline
Inputs
What you start with
IP #1 - Your current awareness of where you are.
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Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Personal assessment of your baseline - CM #1 Baseline assessment system(s) and framework(s)
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PM #2 - Assessment of Personal Assessment of Baseline - CM #1 Baseline expert's assessment of personal assessment(s)
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PM #2 - Assessment of Personal Assessment of Baseline - CM #2 Enquiry and interviews with people familiar with and/or invested in your baseline
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PM #3 - Reflection and contemplation of assessment results - CM #1 Tools for reflection and contemplation of baseline assessment results
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PM #3 - Reflection and contemplation of assessment results - CM #2 Update your baseline assessment
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PM #4 - "Repeat process until accessible knowledge of reality, relevant to upgrade, is acquired" - CM #1 Checklist for preparedness to proceed to next step.
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Baseline
Outputs
What you end with.
OP #1 - Improved understanding of where you are.
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PlayBook
Pro Plan
Step
1.1
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1.3
Step
1.4
Step
1.5
Step
2.0
Upgrade —
Desires
Identify your Desires
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Goal
Dowload PlayBook
Step Goal
To deliberately identify your realistic desire(s).
Definition
Identification of what you have wanted -- and what you want to want.
What you have wanted is what you have really sought in the past. What you want to want is what you want when you think about it deliberately.
Key Questions
PQ #1 - What do you really want? - CQ #1 "Where has your energy been going—your dreams, time, efforts, and resources?"
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PQ #1 - What do you really want? - CQ #2 Do you think that is the desire or goal you really should be seeking?
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PQ #1 - What do you really want? - CQ #3 Is that the change you truly want—or just the one that feels familiar or urgent?
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PQ #1 - What do you really want? - CQ #4 Is the change you’re pursuing aligned with what actually matters to you?
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PQ #1 - What do you really want? - CQ #5 "What methods, tools, and resources will help you assess what you want?"
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PQ #2 - What might you be missing? - CQ #1 What’s the big blind spot in your goals that could quietly sabotage your upgrade?
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PQ #2 - What might you be missing? - CQ #2 What assumptions are you making that might not be true?
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PQ #2 - What might you be missing? - CQ #3 Are you mistaking motion for progress?
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PQ #2 - What might you be missing? - CQ #4 "What methods, tools, and resources will help you assess what you might be missing?"
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PQ #3 - ""Is your goal actually realistic—for you, right now?""" - CQ #1 "Are you equipped for this change, or do you need something first?"
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PQ #3 - ""Is your goal actually realistic—for you, right now?""" - CQ #2 Are you trying to leap too far ahead without knowing the terrain?
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PQ #3 - ""Is your goal actually realistic—for you, right now?""" - CQ #3 Would a different upgrade path better suit your current baseline?
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PQ #3 - ""Is your goal actually realistic—for you, right now?""" - CQ #4 "What methods, tools, and resources will help you assess how realistic you are?"
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Childern Question
Desires
Inputs
What you start with
IP #1 - Output of Baseline Steps
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IP #2 - Understanding of where you are.
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Desires
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Personal assessment of desire(s) - CM #1 Desire history assessment system(s) and framework(s)
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PM #1 - Personal assessment of desire(s) - CM #2 Desired desires assessment system(s) and framework(s)
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PM #2 - Assessment of your Personal assessment of desire(s) - CM #1 Desire experts' assessment of personal assessment(s) of desire(s)
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PM #2 - Assessment of your Personal assessment of desire(s) - CM #2 Enquiry and interviews with people familiar with and/or invested in your desires
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PM #3 - Reflection and contemplation of assessment results - CM #1 Tools for reflection and contemplation of desire assessment results
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PM #3 - Reflection and contemplation of assessment results - CM #2 Desire Prioritization system(s) and framework(s)
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PM #4 - Repeat process until sufficient understanding of desire(s) is acquired - CM #1 Checklist for preparedness to proceed to next step.
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Desires
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Perhaps Reassesed Desires
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OP #3 - Improved understanding of what you want.
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PlayBook
Pro Plan
Step
1.1
Step
1.2
Step
1.3
Step
1.4
Step
1.5
Step
3.0
Upgrade —
Options
Identify Your Options
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Goal
Dowload PlayBook
Step Goal
To know the best possible opportunities.
Definition
Identification of possible ways to pursue the chosen desire(s).
Look for new and hidden ways to get what you want, in addition to the ways you already know.
Key Questions
PQ #1 - What’s available to you right now? - CQ #1 What are the possible ways to get your upgrade?
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PQ #1 - What’s available to you right now? - CQ #2 "What methods, tools, and resources will help you assess existing options?"
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PQ #2 - Do you know how to find real options? - CQ #1 How do you find options in the first place?
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PQ #2 - Do you know how to find real options? - CQ #2 Do you know how to get to where you want to be?
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PQ #2 - Do you know how to find real options? - CQ #3 What don’t you know about the options—and how can you start learning?
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PQ #2 - Do you know how to find real options? - CQ #4 What’s the big blind spot in how you're evaluating your options that could sink the ship?
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PQ #2 - Do you know how to find real options? - CQ #5 "What methods, tools, and resources will help you assess new options?"
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Childern Question
Options
Inputs
What you start with
IP #1 - Output of Baseline Steps
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IP #2 - Output of Desire Steps
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IP #3 - Understanding of what you want.
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IP #4 - Understanding of where you are.
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Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Exploration of/for options - CM #1 Options exploration system(s), framework(s), and tool(s)
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PM #2 - Personal assessment of your options - CM #1 Options assessment system(s) and framework(s)
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PM #3 - Assessment of Personal assessment of option(s) - CM #1 Options expert's assessment of personal assessment(s)
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PM #3 - Assessment of Personal assessment of option(s) - CM #2 Enquiry and interviews with people familiar with and/or invested in your option(s)
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PM #4 - Reflection and contemplation of assessment results - CM #1 Tools for reflection and contemplation of option assessment results
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PM #4 - Reflection and contemplation of assessment results - CM #2 Update your options assessment
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PM #5 - "Repeat process until sufficient awareness of options, relevant to upgrade, is acquired" - CM #1 Checklist for preparedness to proceed to next step.
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Options
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Perhaps Reassesed Desires
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OP #3 - Perhaps Reassesed Options
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OP #4 - Awareness of your options.
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PlayBook
Pro Plan
Step
1.1
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1.2
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Step
4.0
Upgrade —
Decision
Make Your Decisions
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Goal
Dowload PlayBook
Step Goal
Commitment to best possible option(s).
Definition
Choosing from among alternatives: assessing possibilities and making commitments.
Prioritization and trade-offs are key to decision-making.
Key Questions
PQ #1 - Have you truly examined your options? - CQ #1 "Have you explored, evaluated, and compared the paths available to you?"
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PQ #1 - Have you truly examined your options? - CQ #2 Which options are realistic—and which are just fantasy?
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PQ #1 - Have you truly examined your options? - CQ #3 Do you know how to choose?
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PQ #1 - Have you truly examined your options? - CQ #4 "What methods, tools, and resources will help you assess your decision?"
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PQ #2 - How do your options measure up? (Simple decision filters) - CQ #1 What’s the simplest option to implement?
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PQ #2 - How do your options measure up? (Simple decision filters) - CQ #2 What’s the cheapest option to implement?
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PQ #2 - How do your options measure up? (Simple decision filters) - CQ #3 What’s the quickest option to implement?
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PQ #2 - How do your options measure up? (Simple decision filters) - CQ #4 What’s the most effective option to implement?
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PQ #2 - How do your options measure up? (Simple decision filters) - CQ #5 "What methods, tools, and resources will help you assess tradeoffs?"
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PQ #3 - What’s the best way forward for you? - CQ #1 What is your best option (based on your current desires and baseline)?
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PQ #3 - What’s the best way forward for you? - CQ #2 "Which option aligns with your goal, resources, and readiness?"
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PQ #3 - What’s the best way forward for you? - CQ #3 "What methods, tools, and resources will help you commit to your decision?"
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Childern Question
Decision
Inputs
What you start with
IP #1 - Output of Baseline Steps
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IP #2 - Output of Desire Steps
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IP #3 - Output of Option Steps
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IP #5 - Understanding of where you are.
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IP #6 - Understanding of what you want.
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IP #7 - Awareness of your options.
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Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Preliminary decision(s) regarding your options - CM #1 Decision-making system(s) and framework(s)
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PM #1 - Preliminary decision(s) regarding your options - CM #2 Option assessment system(s) and framework(s)
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PM #1 - Preliminary decision(s) regarding your options - CM #3 Trade-off analysis system(s) and framework(s)
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PM #2 - Assessment of preliminary decision(s) - CM #1 Desires(s) expert's assessment of preliminary decision(s)
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PM #2 - Assessment of preliminary decision(s) - CM #2 Option(s) expert's assessment of preliminary decision(s), Enquiry and interviews with people familiar with and/or invested in your options and decisions
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PM #2 - Assessment of preliminary decision(s) - CM #3 Enquiry and interviews with people familiar with and/or invested in your options and decisions
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PM #3 - Reflection and contemplation of assessment results - CM #1 Tools for reflection and contemplation of decision-making results
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PM #3 - Reflection and contemplation of assessment results - CM #2 Option(s) Prioritization system(s) and framework(s)
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PM #3 - Reflection and contemplation of assessment results - CM #3 Update your decision(s)
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PM #4 - "Repeat process until satisfaction with decision(s), having considered various factors relevant to upgrade, is acquired" - CM #1 Checklist for preparedness to proceed to next step.
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Decision
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Perhaps Reassesed Desires
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OP #3 - Perhaps Reassesed Options
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OP #4 - Perhaps Reassesed Decisions
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OP #5 - Selection of option(s) to implement.
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PlayBook
Pro Plan
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1.1
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1.5
Step
5.0
Upgrade —
Implementation
Implement Your Decision(s)
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Goal
Dowload PlayBook
Step Goal
To achieve the desired improvement to your baseline.
Definition
Putting into effect the decision(s) you have made.
Acting on your decision(s) to get your upgrade.
Key Questions
PQ #1 - What steps are required to put your chosen option into effect? - CQ #1 What implementation plans do you need?
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PQ #1 - What steps are required to put your chosen option into effect? - CQ #2 "What tools, support, or resources do you need to know your implementation steps?"
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PQ #2 - What do you need to enable you to implement your decision? - CQ #1 What implementation resources do you need?
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PQ #2 - What do you need to enable you to implement your decision? - CQ #2 "What tools, support, or resources do you need to know your implementation resource needs?"
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PQ #3 - What prevents you from putting your decision into action? - CQ #1 What’s stopping you from taking action?
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PQ #3 - What prevents you from putting your decision into action? - CQ #2 "Are the obstacles internal (fear, doubt, procrastination) or external (time, access, support)?"
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PQ #3 - What prevents you from putting your decision into action? - CQ #3 "What tools, support, or resources do you need to increase your implementation velocity?"
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Childern Question
Implementation
Inputs
What you start with
IP #1 - Output of Baseline Steps
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IP #2 - Output of Desire Steps
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IP #3 - Output of Option Steps
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IP #4 - Output of Decision Steps
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IP #5 - Selection of option(s) to implement.
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Implementation
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Implementation planning - CM #1 Assessment of baseline, desires, options, and decisions
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PM #1 - Implementation planning - CM #2 Identification of desire(s) for the implementation of the upgrade; e.g., ease of accomplishment, avoidance of certain identified issues, difficulties, or side-effects.
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PM #1 - Implementation planning - CM #3 Assessment of implementation system(s) and framework(s)
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PM #1 - Implementation planning - CM #4 Identification of optional approaches to the process of implementation of the pursuit of the upgrade in view.
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PM #1 - Implementation planning - CM #5 Implementation breakdown structure (W/IBS)
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PM #1 - Implementation planning - CM #6 Implementation prioritization, sequencing, and timelines
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PM #1 - Implementation planning - CM #7 Implementation accountability framework(s) and system
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PM #1 - Implementation planning - CM #8 Budgets, assignments and commitments
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PM #2 - Resource acquisition - CM #1 Assessment of the possible means and methods associated with the identified optional approaches to the implementation
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PM #2 - Resource acquisition - CM #2 Implementation team, tools, and materials
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PM #3 - Experimentation and rolling out - CM #1 Reassessment and reevaluation system
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PM #3 - Experimentation and rolling out - CM #2 Testing frameworks
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PM #4 - Quality Assurance - CM #1 Quality assessments
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PM #5 - Delivery of Upgrade! - CM #1 Assessment of Upgrade
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PM #5 - Delivery of Upgrade! - CM #2 Repeat Upgrade process
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Implementation
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Perhaps Reassesed Desires
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OP #3 - Perhaps Reassesed Options
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OP #4 - Perhaps Reassesed Decisions
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OP #5 - Your new baseline (hopefully an upgrade) ready for the next upgrade.
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PlayBook
Pro Plan
Step
1.1
Step
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Step
1.3
Step
1.4
Step
1.5
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