PROGRAM

“Only those who will risk going too far can possibly find out how far they can go.”
— T.S. Eliot


UP is split into seven design, execution, and research phases that are usually spread over 100 days, one year, or 100 years. A 100-year research phase also begins at the onset of each UP. Each phase or specific activity can be modified based on your needs and preferences.

Don’t worry if it seems overwhelming at first—so does climbing Mount Everest, inventing heavier-than-air flight or building a billion-dollar startup.

We know those feats are possible to do; now let’s try to make them probable for you.

Phase 1: Initiation

  1. Determine Client Fit: an analysis to determine the fit between you and UP
  2. Handle Logistics: a process for handling all of the necessary paperwork, scheduling, and other logistics involved in running your UP
  3. Conduct Orientation: an open conversation around what you want out of UP, UP’s theory and operations, some guidelines, and expectations and norms

Phase 2: Basic Life Design

  1. Begin Epistemic Housekeeping: a socratic dialectic to help you “know thyself” and examine your core worldview, key beliefs, and system for updating what you “know”
  2. Build Life Self-Model: a process to investigate who you are and who you wish to be
  3. Build Exocortex: a process to build the meta-tool you use to store all of your knowledge, execute all of your tasks, manage your time and money, communicate with all of your stakeholders, and help you focus on what’s most important every moment of every day
  4. Build Life Calculator: a process to quantitatively prioritize your life goals
  5. Set Life Goals: a process to identify, set, and prioritize your life goals
  6. Create Life Plan: a process to plan and achieve your life goals
  7. Create Life Dashboard: a process to track your life metrics
  8. Set Annual Goals: a process to identify, set, and prioritize your annual goals
  9. Design Personal Team: a process to build and/or improve your personal team
  10. Design Time: a process to improve your time management
  11. Design Finances: a process to improve your finances
  12. Design Environment: a process to improve your surrounding environment
  13. Take Baseline Assessments: a process to develop and take a set of baseline measures for the things you value
  14. Plan UP Week: a week where you live according to your optimal schedule and focus exclusively on your plausibly highest expected value goals in rank order (i.e., an attempt to live the most valuable week of your life)

Phase 3: Advanced Life Design

  1. Plan Future Upgrades: the phase for systematically investigating each area of your life to discover and operationalize all of your goals

Phase 4: Intense Execution

  1. Initiation: the execution phase of UP begins
  2. Begin Goal Execution: begin to execute your annual goals, incorporating your UP Plans in the rank order of their importance
  3. Day 1 Team Meeting: a recap of day’s progress
  4. Day 2 Team Meeting: a recap of day’s progress
  5. Day 3 Team Meeting: a recap of day’s progress
  6. Day 4 Team Meeting: a recap of day’s progress
  7. Day 5 Team Meeting: a recap of day’s progress
  8. Day 6 Team Meeting: a recap of day’s progress
  9. Week 1 Team Meeting: a recap of first week’s progress
  10. Week 2 Team Meeting: a recap of week’s progress
  11. Week 3 Team Meeting: a recap of week’s progress
  12. Week 4 Team Meeting: a recap of week’s progress
  13. Week 5 Team Meeting: a recap of week’s progress
  14. Week 6 Team Meeting: a recap of week’s progress
  15. Week 7 Team Meeting: a recap of week’s progress
  16. Week 8 Team Meeting: a recap of week’s progress
  17. Week 9 Team Meeting: a recap of week’s progress
  18. Week 10 Team Meeting: a recap of week’s progress
  19. Week 11 Team Meeting: a recap of week’s progress
  20. Week 12 Team Meeting: a recap of week’s progress
  21. Week 13 Team Meeting: a recap of week’s progress
  22. Quarter 1 Team Meeting & Strategic Review: a recap of the first quarter’s progress and a deep review of progress on annual goals

Phase 5: Sustainable Execution

  1. Week 14 Team Meeting: a recap of week’s progress
  2. Week 15 Team Meeting: a recap of week’s progress
  3. Week 16 Team Meeting: a recap of week’s progress
  4. Week 17 Team Meeting: a recap of week’s progress
  5. Week 18 Team Meeting: a recap of week’s progress
  6. Week 19 Team Meeting: a recap of week’s progress
  7. Week 20 Team Meeting: a recap of week’s progress
  8. Week 21 Team Meeting: a recap of week’s progress
  9. Week 22 Team Meeting: a recap of week’s progress
  10. Week 23 Team Meeting: a recap of week’s progress
  11. Week 24 Team Meeting: a recap of week’s progress
  12. Week 25 Team Meeting: a recap of week’s progress
  13. Week 26 Team Meeting: a recap of week’s progress
  14. Quarter 2 Team Meeting & Strategic Review: a recap of the second quarter’s progress and a deep review of progress on annual goals
  15. Week 27 Team Meeting: a recap of week’s progress
  16. Week 28 Team Meeting: a recap of week’s progress
  17. Week 29 Team Meeting: a recap of week’s progress
  18. Week 30 Team Meeting: a recap of week’s progress
  19. Week 31 Team Meeting: a recap of week’s progress
  20. Week 32 Team Meeting: a recap of week’s progress
  21. Week 33 Team Meeting: recap of week’s progress
  22. Week 34 Team Meeting: a recap of week’s progress
  23. Week 35 Team Meeting: a recap of week’s progress
  24. Week 36 Team Meeting: a recap of week’s progress 
  25. Week 37 Team Meeting: a recap of week’s progress
  26. Week 38 Team Meeting: a recap of week’s progress
  27. Week 39 Team Meeting: a recap of week’s progress
  28. Quarter 3 Team Meeting & Strategic Review: a recap of the third quarter’s progress and a deep review of progress on annual goals
  29. Week 40 Team Meeting: a recap of week’s progress
  30. Week 41 Team Meeting: a recap of week’s progress
  31. Week 42 Team Meeting: a recap of week’s progress
  32. Week 43 Team Meeting: a recap of week’s progress
  33. Week 44 Team Meeting: a recap of week’s progress
  34. Week 45 Team Meeting: a recap of week’s progress
  35. Week 46 Team Meeting: a recap of week’s progress
  36. Quarter 4 Team Meeting & Strategic Review: a recap of the fourth quarter’s progress and a deep review of progress on annual goals

Phase 6: Conclusion

  1. Conclusion Assessment: the closing set of measures for the things you most care about, including progress on annual and life goals 
  2. Final Report: a report summarizing all the successes and failures of UP
  3. Next Year’s Annual Goal Setting: a clear, measurable set of ranked goals with milestones and resource allocations drawn from your life goals and deeper understanding of goal attainment

Phase 7: Follow Up

  1. 6 Month Assessment: a follow up on key measures 
  2. 1 Year Assessment: a follow up on key measures 
  3. 2 Year Assessment: a follow up on key measures 
  4. 3 Year Assessment: a follow up on key measures 
  5. 5 Year Assessment: a follow up on key measures 
  6. 10 Year Assessment: a follow up on key measures 
  7. 25 Year Assessment: a follow up on key measures 
  8. 50 Year Assessment: a follow up on key measures
  9. 100 Year Assessment: a follow up on key measures