Explore The Universal Upgrade Pro 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
Step
1.2
Step
1.3
Step
1.4
Step
1.5
Step
1.1
Upgrade —
Baseline - Baseline
Baseline Knowledge of your Baseline
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
To bring into view what is already understood about your starting point.
Definition
Identifying what you already understand about where you are.
Key Questions
PQ #1 - What do I already know about where I am? - CQ #1 What’s my current situation in one sentence?
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PQ #1 - What do I already know about where I am? - CQ #2 What resources do I have right now?
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PQ #1 - What do I already know about where I am? - CQ #3 What skills or strengths am I sure of?
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PQ #1 - What do I already know about where I am? - CQ #4 What’s the biggest thing I’m certain I’m stuck on?
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PQ #1 - What do I already know about where I am? - CQ #5 When did I last take stock of my life like this?
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PQ #2 - How accurate is my self-view? - CQ #1 Am I seeing my reality clearly or guessing?
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PQ #2 - How accurate is my self-view? - CQ #2 What might I be overlooking about myself?
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PQ #2 - How accurate is my self-view? - CQ #3 Have I been honest about my limits?
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PQ #2 - How accurate is my self-view? - CQ #4 Could my mood be skewing my view?
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PQ #2 - How accurate is my self-view? - CQ #5 What would a friend say about my take?
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PQ #3 - What’s the core of my starting point? - CQ #1 What’s the one word that sums up my now?
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PQ #3 - What’s the core of my starting point? - CQ #2 What’s the biggest fact I can’t ignore?
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PQ #3 - What’s the core of my starting point? - CQ #3 What’s my strongest asset today?
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PQ #3 - What’s the core of my starting point? - CQ #4 What’s my weakest spot right now?
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PQ #3 - What’s the core of my starting point? - CQ #5 How stable is my current baseline?
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Childern Question
Baseline - Baseline
Inputs
What you start with
IP #1 - Current relevant knowledge regarding your baseline.
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Baseline - Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Self-inventory of current reality - CM #1 Baseline reality checklist (e.g., job, skills, resources)
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PM #1 - Self-inventory of current reality - CM #2 Personal snapshot framework (one-sentence summary tool)
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PM #2 - Validation of self-inventory - CM #1 Quick self-audit prompt (e.g., “Is this all true?”)
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PM #2 - Validation of self-inventory - CM #2 Informal peer check-in (ask one trusted person)
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PM #3 - Reflection and refinement - CM #2 Update baseline snapshot with new insights
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PM #3 - Reflection and refinement - CM #3 Reality reflection tool (e.g., 5-minute journal on “What’s solid?”)
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PM #4 - Repeat until confident - CM #4 Confidence checklist (e.g., “Do I know my now?”)
Baseline - Baseline
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Statement of current knowledge of who, where, when, and how you are.
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PlayBook
Step
1.2
Upgrade —
Baseline - Desire
Desires for Baseline Knowledge
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Identify What Else You Want to Know about Your Starting Point
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
To determine what you need to discover about your baseline.
Definition
Making a prioritized list of the things you desire to have assessed regarding your baseline.
Key Questions
PQ #1 - What do I want to understand about my baseline? - CQ #1 What’s confusing me about my situation?
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PQ #1 - What do I want to understand about my baseline? - CQ #2 Why do I feel stuck here?
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PQ #1 - What do I want to understand about my baseline? - CQ #3 What strength do I suspect I have?
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PQ #1 - What do I want to understand about my baseline? - CQ #4 What weakness am I unsure about?
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PQ #1 - What do I want to understand about my baseline? - CQ #5 What’s one thing I wish I knew?
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PQ #2 - Why do these questions matter to me? - CQ #1 How would knowing this change my view?
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PQ #2 - Why do these questions matter to me? - CQ #2 What’s driving my need to know this?
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PQ #2 - Why do these questions matter to me? - CQ #3 Am I scared of the answers?
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PQ #2 - Why do these questions matter to me? - CQ #4 Will this help me move forward?
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PQ #2 - Why do these questions matter to me? - CQ #5 Is this curiosity mine or someone else’s?
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PQ #3 - What’s the gap in my knowledge? - CQ #1 What’s the biggest blank in my baseline?
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PQ #3 - What’s the gap in my knowledge? - CQ #2 What do I assume but don’t know?
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PQ #3 - What’s the gap in my knowledge? - CQ #3 What’s hidden behind my stuckness?
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PQ #3 - What’s the gap in my knowledge? - CQ #4 What’s one question I’ve avoided?
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PQ #3 - What’s the gap in my knowledge? - CQ #5 How big is this gap really?
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Childern Question
Baseline - Desire
Inputs
What you start with
IP #1 - Output of Previous Baseline Steps
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IP #2 - Statement of current knowledge of who, where, when, and how you are.
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Baseline - Desire
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Curiosity identification - CM #1 Want-to-know question list (e.g., “Why am I stuck?”)
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PM #1 - Curiosity identification - CM #2 Curiosity mapping framework (visual or written gap outline)
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PM #2 - Exploration of curiosity - CM #2 Self-enquiry prompt system (e.g., 5 “why”s deep)
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PM #2 - Exploration of curiosity - CM #2 Interview guide for a confidant (e.g., “What do you think I miss?”)
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PM #3 - Reflection on gaps - CM #2 Desire-to-know prioritization system (pick top 1-2 gaps)
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PM #3 - Reflection on gaps - CM #3 Gap analysis tool (e.g., rank questions by urgency)
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PM #4 - Repeat until clarity emerges - CM #4 Clarity checkpoint (e.g., “Do I get my unknowns?”)
Baseline - Desire
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - List of areas of inquiry with a view to better understand your baseline as it relates to your desire for change.
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PlayBook
Step
1.3
Upgrade —
Baseline - Options
Options for Baseline Desired Knowledge
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Identify Realistic Options for achieving desired Improvements to Understanding of Your Starting Point
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First Name
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Goal
Dowload PlayBook
Step Goal
To determine optional resources and methods to acquire desired knowledge as identified in step 1.2.
Definition
Identifying the options for gaining the desired additional knowledge of your baseline.
Key Questions
PQ #1 - What are my ways to learn more? - CQ #1 Could I journal to dig deeper?
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PQ #1 - What are my ways to learn more? - CQ #2 Who could I ask for insight?
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PQ #1 - What are my ways to learn more? - CQ #3 What test or tool might help?
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PQ #1 - What are my ways to learn more? - CQ #4 Can I research this online?
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PQ #1 - What are my ways to learn more? - CQ #5 What’s one wild way to explore?
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PQ #2 - Which methods suit me best? - CQ #1 What’s worked for me before?
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PQ #2 - Which methods suit me best? - CQ #2 Do I prefer solo or social methods?
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PQ #2 - Which methods suit me best? - CQ #3 What’s the easiest option for me?
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PQ #2 - Which methods suit me best? - CQ #4 What’s the fastest way to clarity?
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PQ #2 - Which methods suit me best? - CQ #5 What feels most natural to me?
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PQ #3 - How feasible are these options? - CQ #1 Do I have time for this method?
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PQ #3 - How feasible are these options? - CQ #2 What resources do I need for it?
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PQ #3 - How feasible are these options? - CQ #3 Is this option free or costly?
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PQ #3 - How feasible are these options? - CQ #4 Can I start this today?
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PQ #3 - How feasible are these options? - CQ #5 What’s the risk if it fails?
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Childern Question
Baseline - Options
Inputs
What you start with
IP #1 - Output of Previous Baseline Steps
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IP #2 - Initial understanding of who, where, when, and how you are.
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IP #3 - List of areas of inquiry with a view to better understand your baseline as it relates to your desire for change.
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IP #4 - Previous knowledge regarding your baseline.
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Baseline - Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Discovery method brainstorming - CM #1 Options generation list (e.g., journal, talk, research)
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PM #1 - Discovery method brainstorming - CM #2 Exploration possibilities framework (categorize by effort/time)
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PM #2 - Assessment of methods - CM #2 Feasibility quick-check system (e.g., time, cost, fit)
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PM #2 - Assessment of methods - CM #2 Peer or mentor input tool (e.g., “Which method suits me?”)
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PM #3 - Reflection on possibilities - CM #2 Discovery options ranking system (e.g., top 3 by ease)
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PM #3 - Reflection on possibilities - CM #3 Method pros/cons mini-template
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PM #4 - Repeat until options are clear - CM #4 Preparedness checklist (e.g., “Can I act on these?”)
Baseline - Options
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Evaluation of best options to gain knowledge of your baseline.
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OP #3 - Evaluation of best questions to pursue to improve knowledge of your baseline.
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PlayBook
Step
1.4
Upgrade —
Baseline - Decision
Decisions regarding your Baseline Desired Knowledge Options
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Decide Which Elements of Your Starting Point to Explore
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First Name
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Goal
Dowload PlayBook
Step Goal
To determine what you will actually seek to learn about your baseline.
Definition
Making a list of features of your baseline (e.g., location, state [condition], status, skills, resources, capabilities, knowledge, tools) which appear to be knowable and relevant, to which you commit/determine to assess. Choosing what to explore (and what to ignore).
Key Questions
PQ #1 - Which discovery method should I pick? - CQ #1 What’s the top benefit of this option?
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PQ #1 - Which discovery method should I pick? - CQ #2 What’s the biggest drawback?
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PQ #1 - Which discovery method should I pick? - CQ #3 Does this fit my current energy?
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PQ #1 - Which discovery method should I pick? - CQ #4 How quick will it give results?
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PQ #1 - Which discovery method should I pick? - CQ #5 Is this method proven for me?
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PQ #2 - Why is this the best choice? - CQ #1 How does it match my baseline?
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PQ #2 - Why is this the best choice? - CQ #2 What makes it better than others?
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PQ #2 - Why is this the best choice? - CQ #3 Will it answer my key question?
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PQ #2 - Why is this the best choice? - CQ #4 Am I drawn to it for good reasons?
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PQ #2 - Why is this the best choice? - CQ #5 Does it feel right intuitively?
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PQ #3 - What if I choose wrong? - CQ #1 What’s the worst that could happen?
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PQ #3 - What if I choose wrong? - CQ #2 Can I switch methods later?
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PQ #3 - What if I choose wrong? - CQ #3 Will this waste my time?
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PQ #3 - What if I choose wrong? - CQ #4 How will I know it’s off?
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PQ #3 - What if I choose wrong? - CQ #5 Is there a backup plan?
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Childern Question
Baseline - Decision
Inputs
What you start with
IP #1 - Output of Previous Baseline Steps
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IP #2 - Previous knowledge regarding your baseline.
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IP #3 - Initial understanding of who, where, when, and how you are.
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IP #4 - List of areas of inquiry with a view to better understand your baseline as it relates to your desire for change.
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IP #5 - Evaluation of best options to gain knowledge of your baseline.
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Baseline - Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Method selection process - CM #1 Decision-making rubric (e.g., speed, fit, confidence scores)
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PM #1 - Method selection process - CM #2 Trade-off analysis system (weigh pros/cons of top methods)
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PM #2 - Validation of choice - CM #2 Self-assessment of fit (e.g., “Does this feel right?”)
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PM #2 - Validation of choice - CM #2 Expert/peer review prompt (e.g., “Is this a good pick?”)
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PM #3 - Reflection on decision - CM #2 Final method lock-in (commit to one)
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PM #3 - Reflection on decision - CM #3 Choice reflection tool (e.g., “Why this over that?” journal)
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PM #4 - Repeat until satisfied - CM #4 Satisfaction checklist (e.g., “Am I ready to move?”)
Baseline - Decision
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Prioritized list of particular features of your baseline, about which you will ask specific questions
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PlayBook
Step
1.5
Upgrade —
Baseline - Implementation
Implementation of Your Baseline Desired Knowledge Options Decisions
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Identify Your Starting Point Definitively
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
To prosecute the enquiry into the features identified in step 1.4.
Definition
Assessing (i.e., researching, exploring, discovering) each of the features determined in step 1.4 to be knowable and relevant and describing the baseline as you have identified it.
Key Questions
PQ #1 - How do I start this discovery? - CQ #1 What’s the first move I need?
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PQ #1 - How do I start this discovery? - CQ #2 When can I do this today?
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PQ #1 - How do I start this discovery? - CQ #3 What tool or person do I need?
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PQ #1 - How do I start this discovery? - CQ #4 How long will this take?
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PQ #1 - How do I start this discovery? - CQ #5 What’s my first question to ask?
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PQ #2 - What will I learn from this? - CQ #1 What answer am I hoping for?
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PQ #2 - What will I learn from this? - CQ #2 How will this clarify my baseline?
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PQ #2 - What will I learn from this? - CQ #3 What surprise might pop up?
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PQ #2 - What will I learn from this? - CQ #4 Will this shift my stuckness?
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PQ #2 - What will I learn from this? - CQ #5 How will I record what I find?
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PQ #3 - How do I know it worked? - CQ #1 What’s the sign of success?
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PQ #3 - How do I know it worked? - CQ #2 Will I feel clearer after?
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PQ #3 - How do I know it worked? - CQ #3 Can I measure the result?
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PQ #3 - How do I know it worked? - CQ #4 What if it’s not enough?
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PQ #3 - How do I know it worked? - CQ #5 How will I adjust if needed?
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Childern Question
Baseline - Implementation
Inputs
What you start with
IP #1 - Output of Previous Baseline Steps
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IP #2 - Energy/effort and time spent in research, exploration, inquiry, discovery of selected features of the baseline.
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Baseline - Implementation
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Action execution planning - CM #1 Implementation starter kit (tools/time needed)
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PM #1 - Action execution planning - CM #2 Single-step breakdown system (e.g., “Journal for 10 mins”)
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PM #2 - Execution and tracking - CM #2 Action log tool (e.g., note what you did and found)
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PM #2 - Execution and tracking - CM #2 Quick feedback loop (e.g., ask “What did I learn?”)
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PM #3 - Reflection on results - CM #2 Baseline update system (integrate findings)
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PM #3 - Reflection on results - CM #3 Insight capture framework (e.g., “New fact: I hate X”)
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PM #4 - Repeat until baseline is solid - CM #4 Solidity checkpoint (e.g., “Is my reality clear?”)
Baseline - Implementation
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
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OP #2 - Assessment of your baseline, sufficient in detail and range of description to enable informed direction of change.
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PlayBook
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
2.1
Upgrade —
Desires - Baseline
Identify the Baseline of Your Desires
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Identification of what you want - really - up to now.
Quote Paragraph
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
Definition
Identification of what you want - really - now.
Key Questions
PQ #1 - What do I already want? - CQ #1 What’s my top desire right now?
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PQ #1 - What do I already want? - CQ #2 What’s a want I’ve had forever?
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PQ #1 - What do I already want? - CQ #3 What do I say I want most?
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PQ #1 - What do I already want? - CQ #4 What’s a small want I have?
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PQ #1 - What do I already want? - CQ #5 What want pops up daily?
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PQ #2 - How real are these wants? - CQ #1 Are these mine or borrowed?
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PQ #2 - How real are these wants? - CQ #2 Do they feel true to me?
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PQ #2 - How real are these wants? - CQ #3 Have I tested these desires?
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PQ #2 - How real are these wants? - CQ #4 Are they vague or specific?
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PQ #2 - How real are these wants? - CQ #5 Do they match my baseline?
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PQ #3 - What’s driving these desires? - CQ #1 What need fuels this want?
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PQ #3 - What’s driving these desires? - CQ #2 Is it fear or hope behind it?
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PQ #3 - What’s driving these desires? - CQ #3 What’s the emotion tied to it?
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PQ #3 - What’s driving these desires? - CQ #4 Why now and not before?
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PQ #3 - What’s driving these desires? - CQ #5 What’s the root of this craving?
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Childern Question
Desires - Baseline
Inputs
What you start with
IP #1 - Output of Baseline Steps
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IP #2 - Output of Previous Desire Steps
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IP #3 - Data gathered from a careful survey of emotions and actions which indicate the direction of change to which your time, energy, and attention are currently actually given
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Desires - Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Initial desire inventory - CM #1 - Wants quick-list system (e.g., jot 5 things you crave)
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PM #1 - Initial desire inventory - CM #2 - Desire snapshot framework (e.g., “My top want is X”)
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PM #2 - Validation of wants - CM #2 - Self-check prompt (e.g., “Are these truly mine?”)
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PM #2 - Validation of wants - CM #2 - Peer reality test (e.g., ask “Do these fit me?”)
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PM #3 - Reflection on desires - CM #2 - Desire clarity update system (refine initial list)
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PM #3 - Reflection on desires - CM #3 - Wants reflection tool (e.g., journal “Why these?”)
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PM #4 - Repeat until wants are clear - CM #4 - Awareness checkpoint (e.g., “Do I know my wants?”)
Desires - Baseline
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - A true, accurate, detailed picture of your desire(s) as you presently pursue it / them, even if only in your imagination.
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PlayBook
Step
2.2
Upgrade —
Desires - Desire
Identify What You Want to Desire
-
Identification of what you want to want.
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of what you want to want.
This substep aims to keep you in reality and ultimately shape your desires and subsequent efforts. What you want to want may be what you believe you should want as opposed to what you pursue naturally.
Or what you want to want may actually be more realistic because you have been overly skeptical about possibilities and held your desires in check; or because you have lived in a fantasy without taking account of what is possible and lived as though your fantasy were reality.
Or what you want to want may be the fantasy, which reality has checked, but which leaves you frustrated because the fantasy desires still operate at some level.
This substep sorts out reality and fantasy in your desires.
Key Questions
PQ #1 - What do I want to know about my wants? - CQ #1 Why do I want this thing?
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PQ #1 - What do I want to know about my wants? - CQ #2 What’s unclear about my desire?
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PQ #1 - What do I want to know about my wants? - CQ #3 How big is this want really?
-~-
PQ #1 - What do I want to know about my wants? - CQ #4 What’s missing from my picture?
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PQ #1 - What do I want to know about my wants? - CQ #5 What would make it clearer?
-~-
PQ #2 - How deep do these desires go? - CQ #1 Is this a surface or core want?
-~-
PQ #2 - How deep do these desires go? - CQ #2 What’s beneath this desire?
-~-
PQ #2 - How deep do these desires go? - CQ #3 Have I wanted this before?
-~-
PQ #2 - How deep do these desires go? - CQ #4 Does it grow or fade over time?
-~-
PQ #2 - How deep do these desires go? - CQ #5 What’s the real goal here?
-~-
PQ #3 - What’s shaping these questions? - CQ #1 Am I stuck because I don’t know?
-~-
PQ #3 - What’s shaping these questions? - CQ #2 Is this curiosity urgent?
-~-
PQ #3 - What’s shaping these questions? - CQ #3 What’s pushing me to refine this?
-~-
PQ #3 - What’s shaping these questions? - CQ #4 Am I scared to dig deeper?
-~-
PQ #3 - What’s shaping these questions? - CQ #5 Who else cares about this want?
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1
Childern Question
Desires - Desire
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Previous Desire Steps
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IP #2 - Deliberate thought about your moral and ethical values together with thought about what else you value (i.e., your priorities) as these values apply to your aspirations, ambitions, difficulties, and frustrations in your present circumstances (including the people with whom you interact), resources, obligations, and opportunities.
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Desires - Desire
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Desire clarification process - CM #1 - Why-question loop system (e.g., 5 “why”s per want)
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PM #1 - Desire clarification process - CM #2 - Desire depth framework (e.g., surface vs. core chart)
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PM #2 - Exploration of refinement - CM #1 - Self-enquiry tool (e.g., “What’s behind this?”)
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PM #2 - Exploration of refinement - CM #2 - Mentor interview guide (e.g., “What do you see in my wants?”)
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PM #3 - Reflection on clarity - CM #1 - Refinement analysis tool (e.g., rank by importance)
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PM #3 - Reflection on clarity - CM #2 - Desire focus system (narrow to key wants)
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PM #4 - Repeat until refined - CM #3 - Clarity checkpoint (e.g., “Are my wants sharp?”)
Desires - Desire
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - A picture of desired change, to the pursuit of which you can in good conscience commit. This is change which you think is realistically possible and right (good) to pursue and achieve or acquire.
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PlayBook
Step
2.3
Upgrade —
Desires - Options
Identification of Optional Desires
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of what you could want.
This substep identifies possible desires – not necessarily what you should want or what you do want, but what you might want. This may uncover possible alternatives that would be more satisfying, more attainable, preferable in some way. Or it may highlight how realistic or admirable your actual desires are or have been.
This substep may require imagination, but using The Upgrade Process should uncover a range of possibilities.
Key Questions
PQ #1 - How can I clarify my desires? - CQ #1 Could I write them out?
-~-
PQ #1 - How can I clarify my desires? - CQ #2 Should I talk it through?
-~-
PQ #1 - How can I clarify my desires? - CQ #3 Can I visualize them somehow?
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PQ #1 - How can I clarify my desires? - CQ #4 What if I ranked them?
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PQ #1 - How can I clarify my desires? - CQ #5 Is there a tool I’ve used before?
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PQ #2 - Which tool fits my style? - CQ #1 Do I like quiet or active methods?
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PQ #2 - Which tool fits my style? - CQ #2 What’s worked for goals before?
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PQ #2 - Which tool fits my style? - CQ #3 What’s the simplest option?
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PQ #2 - Which tool fits my style? - CQ #4 What feels fun to try?
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PQ #2 - Which tool fits my style? - CQ #5 What’s quick and effective?
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PQ #3 - What’s the payoff of each? - CQ #1 Will this make my wants clear?
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PQ #3 - What’s the payoff of each? - CQ #2 How much effort does it take?
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PQ #3 - What’s the payoff of each? - CQ #3 What’s the risk of skipping it?
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PQ #3 - What’s the payoff of each? - CQ #4 Can it reveal hidden desires?
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PQ #3 - What’s the payoff of each? - CQ #5 Will it speed up my process?
1
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1
Childern Question
Desires - Options
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Previous Desire Steps
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IP #3 - Results of brainstorming about possibly desirable changes in your present circumstances (including the people with whom you interact), resources, obligations, and opportunities in view of your aspirations, ambitions, difficulties, and frustrations.
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Desires - Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Tool brainstorming - CM #1 - Desire-shaping list (e.g., list, vision board, talk)
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PM #1 - Tool brainstorming - CM #2 - Options exploration framework (e.g., group by effort)
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PM #2 - Assessment of tools - CM #1 - Fit-check system (e.g., time, style, ease scores)
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PM #2 - Assessment of tools - CM #2 - Peer input prompt (e.g., “Which tool suits me?”)
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PM #3 - Reflection on methods - CM #1 Tool pros/cons template
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PM #3 - Reflection on methods - CM #2 - Method ranking system (e.g., top 3 by fit)
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PM #4 - Repeat until tools are set - CM #3 - Preparedness checklist (e.g., “Can I use these?”)
Desires - Options
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Options for consideration in step 2.4; that is, possibly desirable and achievable changes in your circumstances that would address your aspirations, ambitions, difficulties, and frustrations.
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PlayBook
Step
2.4
Upgrade —
Desires - Decision
Decision regarding What Desire(s) to Explore/Pursue
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Determination to commit to the pursuit of a desire or goal, at least as far as the next basic step (options).
Key Questions
PQ #1 - Which method should I use? - CQ #1 What’s the top perk of this tool?
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PQ #1 - Which method should I use? - CQ #2 What’s its downside for me?
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PQ #1 - Which method should I use? - CQ #3 Does it match my energy now?
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PQ #1 - Which method should I use? - CQ #4 How fast will it work?
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PQ #1 - Which method should I use? - CQ #5 Have I succeeded with it before?
-~-
PQ #2 - Why choose this over others? - CQ #1 How does it align with me?
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PQ #2 - Why choose this over others? - CQ #2 What makes it stand out?
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PQ #2 - Why choose this over others? - CQ #3 Will it sharpen my desires?
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PQ #2 - Why choose this over others? - CQ #4 Is it practical right now?
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PQ #2 - Why choose this over others? - CQ #5 Does my gut agree with it?
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PQ #3 - What if I pick wrong? - CQ #1 What’s the worst outcome?
-~-
PQ #3 - What if I pick wrong? - CQ #2 Can I pivot to another tool?
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PQ #3 - What if I pick wrong? - CQ #3 Will it delay me much?
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PQ #3 - What if I pick wrong? - CQ #4 How will I spot a bad fit?
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PQ #3 - What if I pick wrong? - CQ #5 Is there a safety net here?
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1
Childern Question
Desires - Decision
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Previous Desire Steps
-~-
IP #3 - Assessment of each for reality, priority, moral value, and desirability.
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Desires - Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Tool selection process - CM #2 Decision rubric (e.g., clarity, ease, speed scores)
-~-
PM #1 - Tool selection process - CM #2 - Trade-off mini-analysis (weigh top tools)
-~-
PM #2 - Validation of choice - CM #1 - Self-fit prompt (e.g., “Does this feel right?”)
-~-
PM #2 - Validation of choice - CM #2 - Expert/peer review (e.g., “Good pick for me?”)
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PM #3 - Reflection on decision - CM #1 Choice reflection tool (e.g., “Why this tool?”)
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PM #3 - Reflection on decision - CM #2 Final tool lock-in system (commit to one)
-~-
PM #4 - Repeat until confident - CM #1 Confidence checkpoint (e.g., “Ready to refine?”)
Desires - Decision
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - A working choice of a change to pursue; “working” in that it is provisional but you can go forward with it in view, having identified your desired change, its nature, characteristics, parameters, restrictions, requirements, criteria; which identification indicates the purpose of the following effort and thus gives direction to the following effort. In other words, determination of the vector of the pursuit of the upgrade.
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PlayBook
Step
3.0
Upgrade —
Options
Identify Your Options
Quote Paragraph
-
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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?
-~-
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?"
1
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1
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
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Awareness of your options.
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PlayBook
Pro Plan
Step
1.1
Step
1.2
Step
1.3
Step
1.4
Step
1.5
Step
3.1
Upgrade —
Options - Baseline
Identify the Baseline of Your Options
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
To note what is already known as a beginning of identification of your baseline. Asaad
Definition
Identification of options of which you are already aware
Key Questions
PQ #1 - What paths do I see now? - CQ #1 What’s one obvious option?
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PQ #1 - What paths do I see now? - CQ #2 What’s a risky move I could take?
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PQ #1 - What paths do I see now? - CQ #3 What’s a safe path I know?
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PQ #1 - What paths do I see now? - CQ #4 What have I tried before?
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PQ #1 - What paths do I see now? - CQ #5 What’s a new idea popping up?
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PQ #2 - How real are these options? - CQ #1 Are they doable for me?
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PQ #2 - How real are these options? - CQ #2 Do they fit my baseline?
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PQ #2 - How real are these options? - CQ #3 Are they just daydreams?
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PQ #2 - How real are these options? - CQ #4 Have I tested any yet?
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PQ #2 - How real are these options? - CQ #5 Do they match my desires?
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PQ #3 - What’s behind these ideas? - CQ #1 What’s sparking this option?
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PQ #3 - What’s behind these ideas? - CQ #2 Is it fear or excitement?
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PQ #3 - What’s behind these ideas? - CQ #3 What need does it meet?
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PQ #3 - What’s behind these ideas? - CQ #4 Why think of this now?
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PQ #3 - What’s behind these ideas? - CQ #5 What’s the root of this path?
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1
Childern Question
Options - Baseline
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
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IP #3 - Output of Previous Option Steps
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IP #4 - Observations of where you are-your baseline: location, time, condition, resources - circumstances.
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Options - Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Initial path listing - CM #1 - Options brainstorm list (e.g., 5 possible moves)
-~-
PM #1 - Initial path listing - CM #2 - Path snapshot framework (e.g., “My paths are X, Y”)
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PM #2 - Validation of paths - CM #1 - Self-reality check (e.g., “Are these doable?”)
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PM #2 - Validation of paths - CM #2 - Peer feasibility test (e.g., “See these working?”)
-~-
PM #3 - Reflection on options - CM #1 - Paths reflection tool (e.g., journal “Why these?”)
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PM #3 - Reflection on options - CM #2 - Options clarity update (refine initial list)
-~-
PM #4 - Repeat until paths are clear - CM #1 - Awareness checkpoint (e.g., “Know my options?”)
Options - Baseline
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - A list of options of which you are already aware as a starting point for exploration.
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PlayBook
Step
3.2
Upgrade —
Options - Desire
Identify the Existence and Availability of Desirable Options
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
To determine what you need to discover about your baseline.
Definition
Inquiry into the possibility that options that you would like (i.e., desire) to use exist, are available and are accessible to you.
For example, this may be looking for technology, organizations, services, or skills that can be imagined but may or may not have been developed or that may no longer exist, be available, or be practiced.
Key Questions
PQ #1 - What do I want to learn about my options? - CQ #1 Which path fits me best?
-~-
PQ #1 - What do I want to learn about my options? - CQ #2 What’s unclear about this one?
-~-
PQ #1 - What do I want to learn about my options? - CQ #3 How hard is this to do?
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PQ #1 - What do I want to learn about my options? - CQ #4 What’s the upside I’m missing?
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PQ #1 - What do I want to learn about my options? - CQ #5 What’s a downside I suspect?
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PQ #2 - Why do these questions matter? - CQ #1 Will this help me choose?
-~-
PQ #2 - Why do these questions matter? - CQ #2 What’s riding on this info?
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PQ #2 - Why do these questions matter? - CQ #3 Am I scared to find out?
-~-
PQ #2 - Why do these questions matter? - CQ #4 How will this shape my next step?
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PQ #2 - Why do these questions matter? - CQ #5 Is this my real curiosity?
-~-
PQ #3 - What’s the gap in my options? - CQ #1 What don’t I know yet?
-~-
PQ #3 - What’s the gap in my options? - CQ #2 What’s a blind spot here?
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PQ #3 - What’s the gap in my options? - CQ #3 What’s holding me back from seeing?
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PQ #3 - What’s the gap in my options? - CQ #4 What’s one option I’ve ignored?
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PQ #3 - What’s the gap in my options? - CQ #5 How big is this unknown?
1
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1
Childern Question
Options - Desire
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Previous Option Steps
-~-
IP #4 - Research and brainstorming.
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Options - Desire
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Path curiosity process - CM #1 - Question list system (e.g., “What fits me?”)
-~-
PM #1 - Path curiosity process - CM #2 - Curiosity outline framework (map key unknowns)
-~-
PM #2 - Exploration of questions - CM #1 Self-probe tool (e.g., “Why this matters?”)
-~-
PM #2 - Exploration of questions - CM #2 - Mentor query guide (e.g., “What do you think I need?”)
-~-
PM #3 - Reflection on gaps - CM #1 - Gap ranking tool (e.g., prioritize questions)
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PM #3 - Reflection on gaps - CM #2 Path focus system (narrow to top queries)
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PM #4 - Repeat until questions are set - CM #1 - Clarity checkpoint (e.g., “Know what to ask?”)
Options - Desire
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Assessment of data gathered from research; determination, assessment, and listing of all possible means of finding options for pursuit of your desire.
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PlayBook
Step
3.3
Upgrade —
Options - Options
Maximum Use of the Optional Means of Discovery of Options
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
To determine ways and means to acquire desired knowledge as identified in step 1.2.
Definition
Ensuring that all the potential means of discovering options have been utilized.
For example, use of internet queries, contact with persons and/or organizations with interest or business with the object(s) of the desired upgrade.
Key Questions
PQ #1 - How can I explore my paths? - CQ #1 Can I research this online?
-~-
PQ #1 - How can I explore my paths? - CQ #2 Should I test a small step?
-~-
PQ #1 - How can I explore my paths? - CQ #3 Could I ask an expert?
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PQ #1 - How can I explore my paths? - CQ #4 What about a pros/cons list?
-~-
PQ #1 - How can I explore my paths? - CQ #5 Is there a creative way?
-~-
PQ #2 - Which method works for me? - CQ #1 What’s my go-to approach?
-~-
PQ #2 - Which method works for me? - CQ #2 Do I like hands-on or thinking?
-~-
PQ #2 - Which method works for me? - CQ #3 What’s the quickest option?
-~-
PQ #2 - Which method works for me? - CQ #4 What’s most comfortable?
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PQ #2 - Which method works for me? - CQ #5 What’s new but doable?
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PQ #3 - What’s the value of each? - CQ #1 Will this reveal the best path?
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PQ #3 - What’s the value of each? - CQ #2 How much time does it take?
-~-
PQ #3 - What’s the value of each? - CQ #3 What’s the risk of skipping?
-~-
PQ #3 - What’s the value of each? - CQ #4 Can it show me something new?
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PQ #3 - What’s the value of each? - CQ #5 Will it move me forward?
1
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1
Childern Question
Options - 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 - Output of Previous Option Steps
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IP #4 - Diligent use of all means and methods of seeking options.
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Options - Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Exploration method brainstorm - CM #1 - Method list (e.g., research, test, discuss)
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PM #1 - Exploration method brainstorm - CM #2 - Exploration framework (e.g., group by risk)
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PM #2 - Assessment of methods - CM #1 - Feasibility check system (e.g., time, cost, fit)
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PM #2 - Assessment of methods - CM #2 - Peer input tool (e.g., “Which method for me?”)
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PM #3 - Reflection on approaches - CM #1 Method pros/cons mini-template
-~-
PM #3 - Reflection on approaches - CM #2 - Approach ranking system (e.g., top 3 by ease)
-~-
PM #4 - Repeat until methods are clear - CM #1 - Preparedness checklist (e.g., “Can I explore?”)
Options - Options
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - A list of all possible options for pursuing your desire and the assurance that you have covered all the bases, that you will be able to pursue the best possible upgrade for you.
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PlayBook
Step
3.4
Upgrade —
Options - Decision
Decision regarding What Options Are Realistically Available
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
To determine what you will actually seek to learn about your baseline.
Definition
Determination of what options are available for realistic consideration as proposed avenues of pursuit of the desired upgrade.
Key Questions
PQ #1 - Which exploration should I pick? - CQ #1 What’s the biggest win here?
-~-
PQ #1 - Which exploration should I pick? - CQ #2 What’s the main flaw?
-~-
PQ #1 - Which exploration should I pick? - CQ #3 Does it fit my resources?
-~-
PQ #1 - Which exploration should I pick? - CQ #4 How fast will it show results?
-~-
PQ #1 - Which exploration should I pick? - CQ #5 Have I done this before?
-~-
PQ #2 - Why is this the right one? - CQ #1 How does it match my style?
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PQ #2 - Why is this the right one? - CQ #2 What sets it apart?
-~-
PQ #2 - Why is this the right one? - CQ #3 Will it answer my key need?
-~-
PQ #2 - Why is this the right one? - CQ #4 Is it logical for me?
-~-
PQ #2 - Why is this the right one? - CQ #5 Does it feel solid?
-~-
PQ #3 - What if I mess up the choice? - CQ #1 What’s the worst case?
-~-
PQ #3 - What if I mess up the choice? - CQ #2 Can I try another later?
-~-
PQ #3 - What if I mess up the choice? - CQ #3 Will it slow me down?
-~-
PQ #3 - What if I mess up the choice? - CQ #4 How will I know it’s wrong?
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PQ #3 - What if I mess up the choice? - CQ #5 What’s my fallback?
1
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1
Childern Question
Options - Decision
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Previous Option Steps
-~-
IP #4 - Use of all tools available, and diligent exploration of the possibilities, pros and cons of each option.
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Options - Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Method selection process - CM #1 Evaluation rubric (e.g., insight, effort scores)
-~-
PM #1 - Method selection process - CM #2 Trade-off analysis (weigh top methods)
-~-
PM #2 - Validation of choice - CM #1 Self-fit check (e.g., “This work for me?”)
-~-
PM #2 - Validation of choice - CM #2 Expert/peer review (e.g., “Solid method?”)
-~-
PM #3 - Reflection on decision - CM #1 - Choice reflection tool (e.g., “Why this way?”)
-~-
PM #3 - Reflection on decision - CM #2 Final method lock-in (commit to one)
-~-
PM #4 - Repeat until confident - CM #1 - Confidence checkpoint (e.g., “Ready to assess?”)
Options - Decision
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - A list of options available for realistic consideration as proposed avenues of pursuit of the desired upgrade.
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PlayBook
Step
4.0
Upgrade —
Decision
Make Your Decisions
Quote Paragraph
-
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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?"
-~-
PQ #1 - Have you truly examined your options? - CQ #2 Which options are realistic—and which are just fantasy?
-~-
PQ #1 - Have you truly examined your options? - CQ #3 Do you know how to choose?
-~-
PQ #1 - Have you truly examined your options? - CQ #4 "What methods, tools, and resources will help you assess your decision?"
-~-
PQ #2 - How do your options measure up? (Simple decision filters) - CQ #1 What’s the simplest option to implement?
-~-
PQ #2 - How do your options measure up? (Simple decision filters) - CQ #2 What’s the cheapest option to implement?
-~-
PQ #2 - How do your options measure up? (Simple decision filters) - CQ #3 What’s the quickest option to implement?
-~-
PQ #2 - How do your options measure up? (Simple decision filters) - CQ #4 What’s the most effective option to implement?
-~-
PQ #2 - How do your options measure up? (Simple decision filters) - CQ #5 "What methods, tools, and resources will help you assess tradeoffs?"
-~-
PQ #3 - What’s the best way forward for you? - CQ #1 What is your best option (based on your current desires and baseline)?
-~-
PQ #3 - What’s the best way forward for you? - CQ #2 "Which option aligns with your goal, resources, and readiness?"
-~-
PQ #3 - What’s the best way forward for you? - CQ #3 "What methods, tools, and resources will help you commit to your decision?"
1
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1
Childern Question
Decision
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #5 - Understanding of where you are.
-~-
IP #6 - Understanding of what you want.
-~-
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)
-~-
PM #1 - Preliminary decision(s) regarding your options - CM #2 Option assessment system(s) and framework(s)
-~-
PM #1 - Preliminary decision(s) regarding your options - CM #3 Trade-off analysis system(s) and framework(s)
-~-
PM #2 - Assessment of preliminary decision(s) - CM #1 Desires(s) expert's assessment of preliminary decision(s)
-~-
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
-~-
PM #2 - Assessment of preliminary decision(s) - CM #3 Enquiry and interviews with people familiar with and/or invested in your options and decisions
-~-
PM #3 - Reflection and contemplation of assessment results - CM #1 Tools for reflection and contemplation of decision-making results
-~-
PM #3 - Reflection and contemplation of assessment results - CM #2 Option(s) Prioritization system(s) and framework(s)
-~-
PM #3 - Reflection and contemplation of assessment results - CM #3 Update your decision(s)
-~-
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
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - Selection of option(s) to implement.
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PlayBook
Pro Plan
Step
1.1
Step
1.2
Step
1.3
Step
1.4
Step
1.5
Step
4.1
Upgrade —
Decisions - Baseline
Identification of Baseline of Decisions
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of decisions that have already effectively been made now, whether intuitively or deliberately, explicitly or implicitly, including those regarding the features of your baseline (i.e., starting point, “where you are”), assessing the reliability of your knowledge and the stability of the features and the relevance of each feature for your upgrade project, and committing to a description of your baseline with which you will work; regarding your desires; and regarding your options.
Key Questions
PQ #1 - What do I know about deciding? - CQ #1 What options am I weighing?
-~-
PQ #1 - What do I know about deciding? - CQ #2 What’s my top contender?
-~-
PQ #1 - What do I know about deciding? - CQ #3 What’s my gut saying?
-~-
PQ #1 - What do I know about deciding? - CQ #4 What’s confusing me here?
-~-
PQ #1 - What do I know about deciding? - CQ #5 What’s clear so far?
-~-
PQ #2 - How solid is my starting point? - CQ #1 Are my options well-explored?
-~-
PQ #2 - How solid is my starting point? - CQ #2 Do I trust my info?
-~-
PQ #2 - How solid is my starting point? - CQ #3 Am I missing key facts?
-~-
PQ #2 - How solid is my starting point? - CQ #4 Is my baseline shaky?
-~-
PQ #2 - How solid is my starting point? - CQ #5 Do my desires align here?
-~-
PQ #3 - What’s influencing me now? - CQ #1 What’s pushing my choice?
-~-
PQ #3 - What’s influencing me now? - CQ #2 Is it fear or logic?
-~-
PQ #3 - What’s influencing me now? - CQ #3 Who’s in my head?
-~-
PQ #3 - What’s influencing me now? - CQ #4 Why am I hesitating?
-~-
PQ #3 - What’s influencing me now? - CQ #5 What’s the loudest voice?
1
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1
Childern Question
Decisions - Baseline
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Previous Decision Steps
-~-
IP #5 - Effort to determine what is settled status at this point, i.e., what decisions are already made by you or for you vs what questions remain open.
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Decisions - Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Initial choice review - CM #1 Options review list (e.g., top 3 paths)
-~-
PM #1 - Initial choice review - CM #2 Choice snapshot framework (e.g., “I’m torn on X”)
-~-
PM #2 - Validation of awareness - CM #1 Self-check prompt (e.g., “Know my options?”)
-~-
PM #2 - Validation of awareness - CM #2 Peer reality test (e.g., “See my dilemma?”)
-~-
PM #3 - Reflection on state - CM #1 Awareness update system (sharpen focus)
-~-
PM #3 - Reflection on state - CM #2 Choice reflection tool (e.g., “What’s clear?”)
-~-
PM #4 - Repeat until choice is clear - CM #1 Awareness checkpoint (e.g., “Ready to pick?”)
Decisions - Baseline
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - A clear, established starting point for the decision-making process/step.
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PlayBook
Step
4.2
Upgrade —
Decisions - Desire
Identification of Desired Decisions
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of decisions that appear to need to be made now in order to move further toward desired change.
Choosing what desire (i.e., upgrade) you will pursue, after assessing the value and the cost of the upgrade; committing to pursuit of that desire.
Key Questions
PQ #1 - What do I need to know to choose? - CQ #1 Which path fits my wants?
-~-
PQ #1 - What do I need to know to choose? - CQ #2 What’s the long-term vibe?
-~-
PQ #1 - What do I need to know to choose? - CQ #3 What’s the short-term gain?
-~-
PQ #1 - What do I need to know to choose? - CQ #4 What’s the risk I see?
-~-
PQ #1 - What do I need to know to choose? - CQ #5 What’s still fuzzy?
-~-
PQ #2 - Why does this matter now? - CQ #1 How will this shape my future?
-~-
PQ #2 - Why does this matter now? - CQ #2 What’s at stake if I stall?
-~-
PQ #2 - Why does this matter now? - CQ #3 Am I scared of the answer?
-~-
PQ #2 - Why does this matter now? - CQ #4 Will this unstick me?
-~-
PQ #2 - Why does this matter now? - CQ #5 Is this my real question?
-~-
PQ #3 - What’s the gap in my choice? - CQ #1 What don’t I see yet?
-~-
PQ #3 - What’s the gap in my choice? - CQ #2 What’s a hidden cost?
-~-
PQ #3 - What’s the gap in my choice? - CQ #3 What’s a blind spot here?
-~-
PQ #3 - What’s the gap in my choice? - CQ #4 What have I ignored?
-~-
PQ #3 - What’s the gap in my choice? - CQ #5 How big is this unknown?
1
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1
Childern Question
Decisions - Desire
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Previous Decision Steps
-~-
IP #5 - Efforts to survey optional desires, optional means of pursuit of each of those, and possible decisions to be made, with a view to charting a course forward.
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Decisions - Desire
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Clarity identification - CM #1 Key question list (e.g., “Which fits long-term?”)
-~-
PM #1 - Personal assessment of your baseline - CM #1 Baseline assessment system(s) and framework(s)
-~-
PM #1 - Clarity identification - CM #2 Clarity outline framework (map decision needs)
-~-
PM #2 - Exploration of needs - CM #1 Self-probe tool (e.g., “Why this matters?”)
-~-
PM #2 - Exploration of needs - CM #2 - Mentor query guide (e.g., “Good goals for me?”)
-~-
PM #3 - Reflection on clarity - CM #1 - Need ranking tool (e.g., prioritize questions)
-~-
PM #3 - Reflection on clarity - CM #2 Clarity focus system (narrow to key needs)
-~-
PM #4 - Repeat until needs are set - CM #1 Clarity checkpoint (e.g., “Know what I need?”)
Decisions - Desire
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - A list of necessary decisions regarding desires and the means by which those desires might be pursued, in the order in which they need to be made; an upgrade operations order that covers decision-making to be accomplished in the immediately following future.
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PlayBook
Step
4.3
Upgrade —
Decisions - Options
Identification of Optional Decisions
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of options among decisions; i.e., other decisions that might be made, and different orders in which decisions might be made, with varying effect, according to different priorities.
Choosing what option you will follow in pursuit of your chosen upgrade and committing to use of particular ways (methods) and means (resources) to seek your desired end (goal, acquired upgrade).
Key Questions
PQ #1 - How can I make this choice? - CQ #1 Can I list pros and cons?
-~-
PQ #1 - How can I make this choice? - CQ #2 Should I trust my gut?
-~-
PQ #1 - How can I make this choice? - CQ #3 Could I ask for advice?
-~-
PQ #1 - How can I make this choice? - CQ #4 What about a coin flip?
-~-
PQ #1 - How can I make this choice? - CQ #5 Is there a smarter way?
-~-
PQ #2 - Which tool fits me? - CQ #1 What’s worked for decisions?
-~-
PQ #2 - Which tool fits me? - CQ #2 Do I like logic or feeling?
-~-
PQ #2 - Which tool fits me? - CQ #3 What’s the easiest method?
-~-
PQ #2 - Which tool fits me? - CQ #4 What’s quickest for me?
-~-
PQ #2 - Which tool fits me? - CQ #5 What feels right now?
-~-
PQ #3 - What’s the payoff here? - CQ #1 Will this make it clear?
-~-
PQ #3 - What’s the payoff here? - CQ #2 How much effort is it?
-~-
PQ #3 - What’s the payoff here? - CQ #3 What’s the risk of skipping?
-~-
PQ #3 - What’s the payoff here? - CQ #4 Can it settle my doubts?
-~-
PQ #3 - What’s the payoff here? - CQ #5 Will it speed my choice?
1
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1
Childern Question
Decisions - Options
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Previous Decision Steps
-~-
IP #5 - Efforts to survey optional desires, optional means of pursuit of each of those, and possible decisions to be made, with a view to identifying alternative possible courses forward.
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Decisions - Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Tool brainstorming - CM #2 - Tool exploration framework (e.g., group by logic)
-~-
PM #1 - Tool brainstorming - CM #4 Decision method list (e.g., pros/cons, gut)
-~-
PM #2 - Assessment of tools - CM #1 - Fit-check system (e.g., time, style, ease scores)
-~-
PM #2 - Assessment of tools - CM #2 - Peer input prompt (e.g., “Best tool for me?”)
-~-
PM #3 - Reflection on methods - CM #1 Tool pros/cons template
-~-
PM #3 - Reflection on methods - CM #2 - Method ranking system (e.g., top 3 by fit)
-~-
PM #4 - Repeat until tools are clear - CM #1 - Preparedness checklist (e.g., “Can I decide?”)
Decisions - Options
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - A list of optional decisions regarding desires and the means by which those desires might be pursued, in the order in which they might be made; alternative upgrade operations orders that cover possible decision-making that could be accomplished in the immediately following future.
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PlayBook
Step
4.4
Upgrade —
Decisions - Decision
Decisions Regarding Decisions
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Assessment of the possible answers to the identified optional decisions and the effects of taking decisions in different orders and determination of (decision regarding) which decision(s) to make next.
Assessing the decisions you have made and determining what decisions (if any) need to be reconsidered in light of the other assessments you have made along the way.
This is where reiteration gets its most prominent attention.
The alternative to reiteration here is provisional “final” commitment.
Key Questions
PQ #1 - Which method should I use? - CQ #1 What’s the best perk here?
-~-
PQ #1 - Which method should I use? - CQ #2 What’s the main flaw?
-~-
PQ #1 - Which method should I use? - CQ #3 Does it fit my style?
-~-
PQ #1 - Which method should I use? - CQ #4 How fast will it decide?
-~-
PQ #1 - Which method should I use? - CQ #5 Have I used it before?
-~-
PQ #2 - Why pick this one? - CQ #1 How does it suit me?
-~-
PQ #2 - Why pick this one? - CQ #2 What makes it better?
-~-
PQ #2 - Why pick this one? - CQ #3 Will it resolve my stuckness?
-~-
PQ #2 - Why pick this one? - CQ #4 Is it practical now?
-~-
PQ #2 - Why pick this one? - CQ #5 Does it feel solid?
-~-
PQ #3 - What if I choose poorly? - CQ #1 What’s the worst outcome?
-~-
PQ #3 - What if I choose poorly? - CQ #2 Can I switch tools?
-~-
PQ #3 - What if I choose poorly? - CQ #3 Will it delay my choice?
-~-
PQ #3 - What if I choose poorly? - CQ #4 How will I know it’s off?
-~-
PQ #3 - What if I choose poorly? - CQ #5 What’s my backup?
1
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1
Childern Question
Decisions - Decision
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Previous Decision Steps
-~-
IP #5 - Efforts to survey the possible effects of the possible answers to the questions asked in the possible orders, in light of decisions already made.
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Decisions - Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Tool selection process - CM #2 Trade-off analysis (weigh top methods)
-~-
PM #1 - Tool selection process - CM #4 Decision rubric (e.g., clarity, ease, speed scores)
-~-
PM #2 - Validation of choice - CM #1 - Expert/peer review (e.g., “Good method?”)
-~-
PM #2 - Validation of choice - CM #2 - Self-fit prompt (e.g., “This feel right?”)
-~-
PM #3 - Reflection on decision - CM #1 - Choice reflection tool (e.g., “Why this?”)``x
-~-
PM #3 - Reflection on decision - CM #2 - Final tool lock-in (commit to one)
-~-
PM #4 - Repeat until confident - CM #1 - Confidence checkpoint (e.g., “Ready to choose?”)
Decisions - Decision
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - Organized data regarding the decisions that may be made, which data will enable step 4.5.
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PlayBook
Step
4.5
Upgrade —
Decisions - Implementation
Implementation of Decisions
Quote Paragraph
-
First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Committing to a decision, even if only provisionally. Determining a course of action, a stance, etc. Settling on an answer to the question, choosing between alternatives. This task is the actual making of the decision, which we generally have in view in using the words “decide” or “make a decision”.
Effectively, this means beginning the process of Implementing the decisions to which you have committed.
In the practice of The Upgrade Process, that means deciding where and how to begin implementation: in what order must decisions be implemented, allowing for reiterated assessment of the implementation as it is taking place. This takes us to step 5.
Key Questions
PQ #1 - How do I make the call? - CQ #1 What’s my first move?
-~-
PQ #1 - How do I make the call? - CQ #2 When can I decide today?
-~-
PQ #1 - How do I make the call? - CQ #3 What do I need to do it?
-~-
PQ #1 - How do I make the call? - CQ #4 How long will it take?
-~-
PQ #1 - How do I make the call? - CQ #5 What’s my final question?
-~-
PQ #2 - What will I gain from this? - CQ #1 What clarity will I get?
-~-
PQ #2 - What will I gain from this? - CQ #2 How will this move me?
-~-
PQ #2 - What will I gain from this? - CQ #3 What might surprise me?
-~-
PQ #2 - What will I gain from this? - CQ #4 Will this lift my block?
-~-
PQ #2 - What will I gain from this? - CQ #5 How will I lock it in?
-~-
PQ #3 - How do I know it’s right? - CQ #1 What’s the success sign?
-~-
PQ #3 - How do I know it’s right? - CQ #2 Will I feel settled?
-~-
PQ #3 - How do I know it’s right? - CQ #3 Can I test the choice?
-~-
PQ #3 - How do I know it’s right? - CQ #4 What if it feels wrong?
-~-
PQ #3 - How do I know it’s right? - CQ #5 How will I adjust?
1
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1
Childern Question
Decisions - Implementation
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Previous Decision Steps
-~-
IP #5 - Assessing answers to questions. Making choices between alternatives, exercising judgment.
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Decisions - Implementation
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Choice execution - CM #1 - Single-decision plan (e.g., “Pick X today”)
-~-
PM #1 - Choice execution - CM #2 - Decision starter kit (e.g., tool, time)
-~-
PM #2 - Execution and capture - CM #1 - Action log tool (e.g., note the choice)
-~-
PM #2 - Execution and capture - CM #2 - Quick insight loop (e.g., “Feel good?”)
-~-
PM #3 - Reflection on choice - CM #1 - Choice capture framework (e.g., “I chose X because Y”)
-~-
PM #3 - Reflection on choice - CM #2 - Decision update system (lock it in)
-~-
PM #4 - Repeat until solid - CM #1 - Solidity checkpoint (e.g., “Choice firm?”)
Decisions - Implementation
Outputs
What you end with.
OP #1 - Perhaps Reassesed Baseline
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - Commitment(s) to course(s) of action. This takes us to step 5.
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PlayBook
Step
5.0
Upgrade —
Implementation
Implement Your Decision(s)
Quote Paragraph
-
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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?
-~-
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?"
-~-
PQ #2 - What do you need to enable you to implement your decision? - CQ #1 What implementation resources do you need?
-~-
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?"
-~-
PQ #3 - What prevents you from putting your decision into action? - CQ #1 What’s stopping you from taking action?
-~-
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)?"
-~-
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?"
1
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1
Childern Question
Implementation
Inputs
What you start with
IP #1 - Output of Baseline Steps
-~-
IP #2 - Output of Desire Steps
-~-
IP #3 - Output of Option Steps
-~-
IP #4 - Output of Decision Steps
-~-
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
-~-
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.
-~-
PM #1 - Implementation planning - CM #3 Assessment of implementation system(s) and framework(s)
-~-
PM #1 - Implementation planning - CM #4 Identification of optional approaches to the process of implementation of the pursuit of the upgrade in view.
-~-
PM #1 - Implementation planning - CM #5 Implementation breakdown structure (W/IBS)
-~-
PM #1 - Implementation planning - CM #6 Implementation prioritization, sequencing, and timelines
-~-
PM #1 - Implementation planning - CM #7 Implementation accountability framework(s) and system
-~-
PM #1 - Implementation planning - CM #8 Budgets, assignments and commitments
-~-
PM #2 - Resource acquisition - CM #1 Assessment of the possible means and methods associated with the identified optional approaches to the implementation
-~-
PM #2 - Resource acquisition - CM #2 Implementation team, tools, and materials
-~-
PM #3 - Experimentation and rolling out - CM #1 Reassessment and reevaluation system
-~-
PM #3 - Experimentation and rolling out - CM #2 Testing frameworks
-~-
PM #4 - Quality Assurance - CM #1 Quality assessments
-~-
PM #5 - Delivery of Upgrade! - CM #1 Assessment of Upgrade
-~-
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
-~-
OP #2 - Perhaps Reassesed Desires
-~-
OP #3 - Perhaps Reassesed Options
-~-
OP #4 - Perhaps Reassesed Decisions
-~-
OP #5 - Your new baseline (hopefully an upgrade) ready for the next upgrade.
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PlayBook
Pro Plan
Step
1.1
Step
1.2
Step
1.3
Step
1.4
Step
1.5
Step
5.1
Upgrade —
Implement - Baseline
Identification of the Baseline of Implementation
Quote Paragraph
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
Definition
Identification of the baseline - starting point - of the process of implementation, the actual pursuit of the upgrade in view.
Establishing as your starting point the baseline you have identified.
Key Questions
PQ #1 - What do I know about starting? - CQ #1 What’s my chosen path?
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PQ #1 - What do I know about starting? - CQ #2 What’s my first need?
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PQ #1 - What do I know about starting? - CQ #3 What do I have already?
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PQ #1 - What do I know about starting? - CQ #4 What’s clear about this?
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PQ #1 - What do I know about starting? - CQ #5 What’s still vague?
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PQ #2 - How ready am I to act? - CQ #1 Do I have the basics?
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PQ #2 - How ready am I to act? - CQ #2 Am I stalling anywhere?
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PQ #2 - How ready am I to act? - CQ #3 Is my decision solid?
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PQ #2 - How ready am I to act? - CQ #4 Do I trust my plan?
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PQ #2 - How ready am I to act? - CQ #5 What’s holding me back?
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PQ #3 - What’s driving this start? - CQ #1 What’s pushing me to act?
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PQ #3 - What’s driving this start? - CQ #2 Is it excitement or pressure?
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PQ #3 - What’s driving this start? - CQ #3 What’s the goal here?
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PQ #3 - What’s driving this start? - CQ #4 Why now and not later?
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PQ #3 - What’s driving this start? - CQ #5 What’s the spark?
1
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1
Childern Question
Implement - Baseline
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 - Effort to determine the readiness and availability of your relevant resources, tools, personnel, etc.; effort to determine your starting point for putting things in motion. This may amount to reiteration of step 1 in view of your most recent iterations of steps 2, 3, and 4.
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Implement - Baseline
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Initial action review - CM #1 - Plan-start checklist (e.g., resources, steps)
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PM #1 - Initial action review - CM #2 - Action snapshot framework (e.g., “I need X”)
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PM #2 - Validation of readiness - CM #1 - Self-check prompt (e.g., “Ready to act?”)
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PM #2 - Validation of readiness - CM #2 - Peer reality test (e.g., “See me starting?”)
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PM #3 - Reflection on state - CM #1 - Readiness reflection tool (e.g., “What’s set?”)
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PM #3 - Reflection on state - CM #2 - Awareness update system (sharpen plan)
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PM #4 - Repeat until clear - CM #1 - Awareness checkpoint (e.g., “Know my start?”)
Implement - Baseline
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 - A sense of what you need to be able to proceed with your implementation.
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PlayBook
Step
5.2
Upgrade —
Implement - Desire
Identification of Desire for Implementation
Quote Paragraph
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
Definition
Identification of desire(s) for the implementation of the upgrade; e.g., ease of accomplishment, avoidance of certain identified issues, difficulties, or side-effects.
Key Questions
PQ #1 - What do I want from acting? - CQ #1 What’s my top hope?
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PQ #1 - What do I want from acting? - CQ #2 How small can I start?
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PQ #1 - What do I want from acting? - CQ #3 What’s my ideal outcome?
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PQ #1 - What do I want from acting? - CQ #4 What’s a win for me?
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PQ #1 - What do I want from acting? - CQ #5 What’s my fear here?
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PQ #2 - Why do these goals matter? - CQ #1 How will this unstick me?
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PQ #2 - Why do these goals matter? - CQ #2 What’s riding on this?
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PQ #2 - Why do these goals matter? - CQ #3 Am I scared to fail?
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PQ #2 - Why do these goals matter? - CQ #4 Will this feel good?
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PQ #2 - Why do these goals matter? - CQ #5 Is this my true aim?
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PQ #3 - What’s the gap in my action? - CQ #1 What don’t I know yet?
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PQ #3 - What’s the gap in my action? - CQ #2 What’s a hidden hurdle?
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PQ #3 - What’s the gap in my action? - CQ #3 What’s a blind spot?
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PQ #3 - What’s the gap in my action? - CQ #4 What have I skipped?
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PQ #3 - What’s the gap in my action? - CQ #5 How big is this gap?
1
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1
Childern Question
Implement - Desire
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 #3 - Output of Decision Steps
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IP #4 - Output of Previous Implementation Steps
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IP #5 - Consideration of possible avoidable costs, difficulties, undesirable side-effects, and other issues, as well as possible desirable side-effects, ease of accomplishment, etc., which may result from different approaches to the project, such as delegation, order of practical sub-tasks, etc.
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Implement - Desire
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Goal-setting process - CM #1 - Action goal list (e.g., “Start small, win quick”)
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PM #1 - Personal assessment of your baseline - CM #1 Baseline assessment system(s) and framework(s)
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PM #1 - Goal-setting process - CM #2 - Goal outline framework (map key aims)
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PM #2 - Exploration of goals - CM #1 - Self-probe tool (e.g., “Why this aim?”)
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PM #2 - Exploration of goals - CM #2 - Mentor query guide (e.g., “Good goals for me?”)
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PM #3 - Reflection on aims - CM #1 - Goal focus system (narrow to top aims)
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PM #3 - Reflection on aims - CM #2 - Goal ranking tool (e.g., prioritize by impact)
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PM #4 - Repeat until goals are set - CM #2 - Clarity checkpoint (e.g., “Know my aims?”)
Implement - Desire
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 - A sense of what your requirements for implementation are; preparation for step 5.3.
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PlayBook
Step
5.3
Upgrade —
Implement - Options
Identification of Optional Approaches to Implementation
Quote Paragraph
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First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Identification of optional approaches to the process of implementation of the pursuit of the upgrade in view; e.g., what particular tools to use; whether to talk live, by video-conference, phone, e-mail, text, or handwritten ink or pencil on paper, delivered by USPS or other means.
Key Questions
PQ #1 - What are my first steps? - CQ #1 What’s one quick move?
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PQ #1 - What are my first steps? - CQ #2 Can I call someone?
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PQ #1 - What are my first steps? - CQ #3 Should I prep something?
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PQ #1 - What are my first steps? - CQ #4 What’s a test I can run?
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PQ #1 - What are my first steps? - CQ #5 Is there a bold start?
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PQ #2 - Which step fits me? - CQ #1 What’s worked before?
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PQ #2 - Which step fits me? - CQ #2 Do I like fast or slow?
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PQ #2 - Which step fits me? - CQ #3 What’s the easiest one?
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PQ #2 - Which step fits me? - CQ #4 What’s most exciting?
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PQ #2 - Which step fits me? - CQ #5 What’s practical now?
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PQ #3 - What’s the value of each? - CQ #1 Will this kick things off?
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PQ #3 - What’s the value of each? - CQ #2 How much effort is it?
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PQ #3 - What’s the value of each? - CQ #3 What’s the risk of skipping?
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PQ #3 - What’s the value of each? - CQ #4 Can it build momentum?
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PQ #3 - What’s the value of each? - CQ #5 Will it show progress?
1
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1
Childern Question
Implement - 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 - Output of Option Steps
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IP #4 - Output of Decision Steps
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IP #5 - Output of Previous Implementation Steps
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IP #6 - Effort to identify options of possible approaches to the process of implementation. This may amount to a refinement of step 3, going into more detail.
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Implement - Options
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Step brainstorming - CM #1 - First-step list (e.g., call, prep, test)
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PM #1 - Step brainstorming - CM #2 - Step exploration framework (e.g., group by ease)
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PM #2 - Assessment of steps - CM #1 - Feasibility check system (e.g., time, fit scores)
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PM #2 - Assessment of steps - CM #1 - Feasibility check system (e.g., time, fit scores)
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PM #3 - Reflection on options - CM #2 Step pros/cons template
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PM #3 - Reflection on options - CM #2 - Step ranking system (e.g., top 3 by speed)
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PM #4 - Repeat until steps are clear - CM #1 - Preparedness checklist (e.g., “Can I start?”)
Implement - 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 - Perhaps Reassesed Decisions
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OP #5 - A collection of sets of optional plans for the process of implementation (step 5.5); preparation for step 5.4.
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PlayBook
Step
5.4
Upgrade —
Implement - Decision
Decision(s) regarding Implementation
Quote Paragraph
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First Name
Last Name
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Goal
Dowload PlayBook
Step Goal
Definition
Assessment of the possible means and methods associated with the identified optional approaches to the implementation of the pursuit of the upgrade in view and determination of (decision regarding) which approach, means, and method(s) to use.
Key Questions
PQ #1 - Which step should I take? - CQ #1 What’s the top gain here?
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PQ #1 - Which step should I take? - CQ #2 What’s the main cost?
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PQ #1 - Which step should I take? - CQ #3 Does it fit my goal?
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PQ #1 - Which step should I take? - CQ #4 How fast will it work?
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PQ #1 - Which step should I take? - CQ #5 Have I done this before?
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PQ #2 - Why pick this step? - CQ #1 How does it align with me?
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PQ #2 - Why pick this step? - CQ #2 What makes it best?
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PQ #2 - Why pick this step? - CQ #3 Will it start my upgrade?
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PQ #2 - Why pick this step? - CQ #4 Is it doable now?
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PQ #2 - Why pick this step? - CQ #5 Does it feel right?
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PQ #3 - What if I choose wrong? - CQ #1 What’s the worst case?
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PQ #3 - What if I choose wrong? - CQ #2 Can I pivot later?
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PQ #3 - What if I choose wrong? - CQ #3 Will it slow me down?
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PQ #3 - What if I choose wrong? - CQ #4 How will I spot trouble?
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PQ #3 - What if I choose wrong? - CQ #5 What’s my next option?
1
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1
Childern Question
Implement - 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 #4 - Output of Decision Steps
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IP #5 - Output of Previous Implementation Steps
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IP #6 - Assessment of the optional approaches, means, and methods; and choosing the best possible optional plan for you.
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Implement - Decision
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Step selection process - CM #1 - Decision rubric (e.g., impact, ease scores)
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PM #1 - Step selection process - CM #2 - Trade-off analysis (weigh top steps)
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PM #2 - Validation of choice - CM #1 - Self-fit prompt (e.g., “This feel doable?”)
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PM #2 - Validation of choice - CM #2 Expert/peer review (e.g., “Solid step?”)
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PM #2 - Validation of choice - CM #2 Expert/peer review (e.g., “Solid step?”)
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PM #3 - Reflection on decision - CM #2 - Choice reflection tool (e.g., “Why this step?”)
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PM #3 - Reflection on decision - CM #2 - Final step lock-in (commit to one)
Implement - 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 - Commitment to a course of action.
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PlayBook
Step
5.5
Upgrade —
Implement - Implementation
Implementation of Implementations
Quote Paragraph
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First Name
Last Name
-
Goal
Dowload PlayBook
Step Goal
Definition
Doing what you’ve decided to do in the way you’ve decided to do it. Putting the process in action. Putting the vehicle in gear, engaging the clutch, and stepping on the accelerator, with both hands on the steering wheel.
Key Questions
PQ #1 - How do I do this now? - CQ #1 What’s my exact move?
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PQ #1 - How do I do this now? - CQ #2 When can I start today?
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PQ #1 - How do I do this now? - CQ #3 What do I need ready?
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PQ #1 - How do I do this now? - CQ #4 How long will it take?
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PQ #1 - How do I do this now? - CQ #5 What’s my first action?
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PQ #2 - What will I get from this? - CQ #1 What progress will I see?
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PQ #2 - What will I get from this? - CQ #2 How will this feel?
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PQ #2 - What will I get from this? - CQ #3 What might surprise me?
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PQ #2 - What will I get from this? - CQ #4 Will this unstick me?
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PQ #2 - What will I get from this? - CQ #5 How will I mark it?
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PQ #3 - How do I know it’s done? - CQ #1 What’s the finish line?
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PQ #3 - How do I know it’s done? - CQ #2 Will I feel moved?
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PQ #3 - How do I know it’s done? - CQ #3 Can I see the result?
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PQ #3 - How do I know it’s done? - CQ #4 What if it’s not enough?
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PQ #3 - How do I know it’s done? - CQ #5 How will I build on it?
1
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1
Childern Question
Implement - 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 - Output of Previous Implementation Steps
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IP #6 - Action on the chosen plan
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Implement - Implementation
Mechanisms
System, frameworks, assessments, people, or tools to employ
PM #1 - Action execution - CM #1 - Action starter kit (e.g., tools, timer)
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PM #1 - Action execution - CM #2 - Single-action plan (e.g., “Do X now”)
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PM #2 - Execution and tracking - CM #2 Quick feedback loop (e.g., “What worked?”)
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PM #4 - Repeat until upgrade is real - CM #1 - Success checkpoint (e.g., “Unstuck yet?”)
Implement - 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 - Perhaps Reassesed Implementation Plans
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OP #6 - Your new baseline (hopefully an upgrade) ready for the next upgrade.
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PlayBook
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