PROGRAM

The ten steps of UP are split into five design and execution phases and usually spread over 100 days or one year. A primarily research phase spread out over 100 years then follows. 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. 

Phase 1: Life Design

  1. Conduct Orientation: an open conversation around what you want out of UP, UP’s theory and operations, a few starting frameworks, and expectations and norms
  2. 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”
  3. Build Life Self-Model: a qualitative view of who you are, what your purpose is, and how you conceptualize life
  4. Build Exocortex: a process to organize or secure all of your cognitive-support tools (computers, online drives, phones, tablets, desks, physical inboxes, whiteboards, etc.) so the extended “you” is optimally ready to be used to achieve your goals
  5. Build Life Calculator: a quantitative view of (almost) everything you value, estimates for the resources you would need to allocate to projects dedicated to achieving those values, and the corresponding estimated benefit to cost ratios and return on investment for each project 
  6. Set Life Goals: a first pass at clarifying what you most want to accomplish in your life
  7. Create Life Plan: a tool that succinctly integrates your Life Purpose, Life Strategy, Life Goals, Life Dashboard, Life Taxonomy, Life Self-Model, and Life Calculator into a coherent plan for living your optimal life
  8. Create Life Dashboard: a tool that tracks all the measures for the things you value
  9. Set Annual Goals: a clear, measurable set of ranked goals with milestones and resource allocations drawn from your Life Goals
  10. Design UP Team: a process to design and eventually recruit, train, and support the ideal team to help you to achieve your goals
  11. Design Environment: a process to design all of your the environments in which you live, work, commute, and play
  12. Design Finances: a process to design your financial allocations
  13. Design Time: a process to design your time allocations
  14. Plan Future Upgrades: A quick scan of all of the areas of your life that you may upgrade
  15. Take Baseline Assessments: a customized set of baseline measures for the things you value
  16. Plan UP Week: An UP Week where you live according to your optimal schedule and focus exclusively on your plausibly highest expected value goals in rank order.

Phase 2: Intense Execution

  1. Initiation: UP formally 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: recap of day’s progress
  4. Day 2 Team Meeting: recap of day’s progress
  5. Day 3 Team Meeting: recap of day’s progress
  6. Day 4 Team Meeting: recap of day’s progress
  7. Day 5 Team Meeting: recap of day’s progress
  8. Day 6 Team Meeting: recap of day’s progress
  9. Week 1 Team Meeting: recap of first week’s progress
  10. Week 2 Team Meeting: recap of week’s progress
  11. Week 3 Team Meeting: recap of week’s progress
  12. Week 4 Team Meeting: recap of week’s progress
  13. Week 5 Team Meeting: recap of week’s progress
  14. Week 6 Team Meeting: recap of week’s progress
  15. Week 7 Team Meeting: recap of week’s progress
  16. Week 8 Team Meeting: recap of week’s progress
  17. Week 9 Team Meeting: recap of week’s progress
  18. Week 10 Team Meeting: recap of week’s progress
  19. Week 11 Team Meeting: recap of week’s progress
  20. Week 12 Team Meeting: recap of week’s progress
  21. Week 13 Team Meeting: recap of week’s progress
  22. Quarter 1 Team Meeting & Strategic Review: recap of first quarter’s progress and strategic review of annual goals

Phase 3: Sustained Execution

  1. Week 14 Team Meeting: recap of week’s progress
  2. Week 15 Team Meeting: recap of week’s progress
  3. Week 16 Team Meeting: recap of week’s progress
  4. Week 17 Team Meeting: recap of week’s progress
  5. Week 18 Team Meeting: recap of week’s progress
  6. Week 19 Team Meeting: recap of week’s progress
  7. Week 20 Team Meeting: recap of week’s progress
  8. Week 21 Team Meeting: recap of week’s progress
  9. Week 22 Team Meeting: recap of week’s progress
  10. Week 23 Team Meeting: recap of week’s progress
  11. Week 24 Team Meeting: recap of week’s progress
  12. Week 25 Team Meeting: recap of week’s progress
  13. Week 26 Team Meeting: recap of week’s progress
  14. Quarter 2 Team Meeting & Strategic Review: recap of second quarter’s progress and strategic review of annual goals
  15. Week 27 Team Meeting: recap of week’s progress
  16. Week 28 Team Meeting: recap of week’s progress
  17. Week 29 Team Meeting: recap of week’s progress
  18. Week 30 Team Meeting: recap of week’s progress
  19. Week 31 Team Meeting: recap of week’s progress
  20. Week 32 Team Meeting: recap of week’s progress
  21. Week 33 Team Meeting: recap of week’s progress
  22. Week 34 Team Meeting: recap of week’s progress
  23. Week 35 Team Meeting: recap of week’s progress
  24. Week 36 Team Meeting: recap of week’s progress 
  25. Week 37 Team Meeting: recap of week’s progress
  26. Week 38 Team Meeting: recap of week’s progress
  27. Week 39 Team Meeting: recap of week’s progress
  28. Quarter 3 Team Meeting & Strategic Review: recap of third quarter’s progress and strategic review of annual goals
  29. Week 40 Team Meeting: recap of week’s progress
  30. Week 41 Team Meeting: recap of week’s progress
  31. Week 42 Team Meeting: recap of week’s progress
  32. Week 43 Team Meeting: recap of week’s progress
  33. Week 44 Team Meeting: recap of week’s progress
  34. Week 45 Team Meeting: recap of week’s progress
  35. Week 46 Team Meeting: recap of week’s progress
  36. Week 47 Team Meeting: recap of week’s progress
  37. Week 48 Team Meeting: recap of week’s progress
  38. Week 49 Team Meeting: recap of week’s progress 
  39. Week 50 Team Meeting: recap of week’s progress 
  40. Week 51 Team Meeting: recap of week’s progress
  41. Week 52 Team Meeting: recap of week’s progress
  42. Quarter 4 Team Meeting & Strategic Review: recap of fourth quarter’s progress and strategic review of annual goals

Phase 4: 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 hard-earned enhanced understanding of how goal attainment does and doesn’t work)

Phase 5: 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