StrongWare ® for Life & Estate Planning

You can do your Day and Life Planning with your PrsNote, PrsSS, DayPlan and Lifase/ Liflo Models. You can check *Modeling



StrongWare methods will give you a set of Life Phase spreadsheets that you can meld into your single, integrated Life Plan. Your LifePlan consists basically of a grid wherein you can use your spreadsheet columns to enter historical and planning data according to time flows from left to right and your spreadsheet rows for entering data according to your activity roles. You can enter and track simple activities, financial, time, or whatever you desire to record.
                                                                                              ³
     Col. B                 D              F               H           J            L         ³
                        Youth         Mating and     Middle Age    Mellowing    Retirement    ³
 Social Life Phase->   School        Acquisition    SocialClimb   Leadership    Advising     ³
  Approx.Phys.Age-->>    8 - 24       24 - 40        40 - 56        56 - 72      72 - 88      ³
______________________________________________________________________________________________³
                                                                                              ³
  Highest Potential--->           >              >   A display of 4' tall ( 3' to 7' high),   ³
                                                                                              ³
  Core Personality---->           >              >   and 20' wide would accomodate about      ³
                                                                                              ³
  Religious/Ideology-->           >              >   30 elements in "MOST" format.            ³
______________________________________________________________________________________________³
  National Member----->           >              >                                            ³
                                                                                              ³
  Regional/State Mbr-->           >             >    Allowing 40-character NOB's @ 12 c.p.i., ³
                                                                                              ³
  Diplomat-Leader----->           >             >    this would allow 72 phases or years.     ³
______________________________________________________________________________________________³
  Professional Mbr---->           >             >                                             ³
                                                     The aggregated COSMIC for a person's     ³
  Business Officer---->           >                                                           ³
                                                     or a family's system may be set up       ³
  Worker/Co-Worker---->           >                                                           ³
                                                     from the viewpoint of functional roles   ³
  Consumer------------>           >                                                           ³
                                                     that are to be fulfilled in phases.      ³
  Student-Apprentice-->           >                                                           ³
                                                     Phases may be analyzed in quarters,      ³
  Community Leader---->           >                                                           ³
                                                     weeks, or however desired. Budgets       ³
  Community Member---->           >                                                           ³
                                                     may be included. Key questions are:      ³
  Friend (Same Sex)--->           >                                                           ³
                                          Where do you want to be twenty years from now?      ³
  Friend (Opp. Sex)--->           >                                                           ³
                                          What are you planning NOW to achieve these goals?   ³
  Adversary-Competitor>           >                                                           ³
______________________________________________________________________________________________³
  EXTENDED FAMILY:--->            >                                                           ³
                                                                                              ³
  Grandparent:-------->           >                                                           ³
                                                                                              ³
  Parent:------------->           >                                                           ³
                                                                                              ³
  Spouse or Mate------>           >                                                           ³
                                                                                              ³
  Son/Daughter-------->           >                                                           ³
______________________________________________________________________________________________³
                                                                                              ³
        Preliminary COSMIC for Personal Life Planning for Expected Service Life      ³


You have your financial and estate planning under excellent management with your PrsNote and BudTax, so you'll want to get your own personal life planning under similar management. You can use the same techniques and concepts for both. Instead of being concerned with external things, you'll be concerned with your own self-development or 'quality of life'. You can consider yourself as a system and your operational functions as roles or sub-personalities. You can refer to your COSMIC WISDOM* Booklet, Plate 23 on page 23 with the key questions:
"Where or who do you want to be 20 years from now?" and
"What are you planning now to achieve these goals?"
* "COSMIC WISDOM" is the acronym for "Computerized Operational System Modeling of Integrated Control for Workable, Intelligent System Development, Operation, and Maintenance.
You can open your spreadsheets with filenames DayPlan and LiFase. Note that where WeekPlan is in the traditional desk calendar with vertical time raster format, your DayPlan and LiFase are in the horizontal timeflow format of an operational system model, with subsystems as roles in terms of your personal life roles and purposes. This expresses the concept of continual development and growth in flow patterns. This way of considering yourself as a system with subsystem roles paves the way for moving into the Invntory and BudTax and then to organizations with LaPS and ALIVESys and finally to the safety analysis with HazBen module.
You can add in as many roles as you like to suit your particular situations.
Note that, where you entered things or actions as expenses, you can consider the Special Factor and/or Quality Metric as the value of your personal gain versus Time. You can create a personal pay rate for evaluating your own time, possibly comparing it to whatever you might earn if you worked another job, or an arbitrary $ 6 per hour, or to your value of "Quality Time".

You can use your PrsDay and/or PrsSS as inputs to your DayPlan and LiFase spreadsheet models, so you can then use them as frameworks for your long-range personal or family planning as in Plate 23.
You can aggregate your lifeplan, LiFlo, spreadsheet model from your DayPlan and LiFase models by linking or copying the beginning and ending column totals of your DayPlan into your LiFase and then into your LiFlo.

a. Day Planning. You can simply copy the DayPlan rowblock as often as you like to create a calendar, by copying it cumulatively below the main block, say, seven or fourteen times to make a week or a fortnight.
You can use a two-week planning period so as to have fourteen days in a single spreadsheet and then aggregate the thirteen periods to make the half- year LiFase.

        Times >>>            0800-1000              1000-1200
        Roles VVV
                            |1996/03/02       |     |
                            |Strong PR031500  |     |
  80.4  Profession Member|  |PrsNote Database |     |
        Business Owner   |  |& WeekPlan/Liflo |     |
        Business Manager |  |Models           |     |         |   

b. Life Planning. Next, you can open the LiFase spreadsheet model and see that the phases are replaced by years and months, so you can use annual planning and recording by copying the totals from your DAYPLAN. You could read ahead to para. 5.7.b, on page 21, to see how you can chain-link schedules. If your spreadsheet has linking capability, you could link the totals from DayPlan to your LiFase months and thence to the phases in your LiFlo.

        Phases >>>           1996 January-June       1996 July-December
        Roles VVV
                            |1996/03/02       |     |
                            |Strong PR031500  |     |
  80.4  Profession Member|  |PrsNote Database |     |
        Business Owner   |  |& WeekPlan/Liflo |     |
        Business Manager |  |Models           | 1.80|         | 0 


LiFlo Geneology
You can use your LiFlo model as a family tree, with records in your PrsNote database for each family member, entering dates of birth and death and significant comments, such as health and wealth.
You can use your Invntory database for recording items for probate and describing items such as home improvements for appraisal and real estate gains.

2.10 Personal Planning with Alternatives. You can recall that one of the basic strengths of StrongWare is that is provides for better assurance by providing for consideration of more realism, that is, it recognizes that hings do not always work out in simple, success-oriented ways. In the real world, the wise planner plans for things that are likely to happen, even 'tho they may not be desirable.

a. Planning with Probabilities. You have now done your planning with consideration of probabilistic events. As an example, suppose you've learned that the probability of "Event A" is about 80%. Up to now, we have not discussed the other 20%; however, you can simply create another record to describe "Event B".
You can translate both of them to your models and budgets. In your budget, you can insert an extra row for the extra record. As an example, you can plan for unscheduled repairs or uninsured automobile accidents, or major appliance maintenance, or illness ( or even a surprise windfall, if you're optimistic). Note that the path shows a logical "An" to represent an And gate, meaning that if you do A, then you also get B.

  80.4  Profession Member|>>\>>|PrsNote Database |    |>>>>>|conclusion A
        Business Owner   |  \An|& WeekPlan/Liflo |    |
        Business Manager |  \  |Models           |1.80|
                         |  \  
                         |  \>>|Continue using   |    |>>>>>|conclusion B
                         |     |pocket planners, |    |
                         |     |no life planning | .30|

b. Planning with Alternatives. So far, actions are assumed to occur just exactly as planned. What if things are uncertain? In addition to considering probabilities within an event or operation, you can also consider alternative events. You may wish to plan with alternatives, such as the usual rainy day or foul weather alternative or natural disaster plan. You can identify the alternative in your PrsRec# field by adding an "A", such as "Pap10A". You can enter your 'Estimated Probabilities' and 'Estimated Time' for both your Primary and Alternate actions. Note that the path shows a logical "Or".
You can simply create a record for an alternative and translate it to your DayPlan, WeekPlan, Budget model or LiFlo model as you would with your PrsSS.
1. For your Day Plan and WeekPlan, you can simply add a column, to the right of your regular "Plan A" column, for your "Plan B".
2. You can include alternatives in your budget by inserting rows for your translated reports.
3. You can add them in your PrsDay, LiFase, or LiFlo with your PrsSS to a row block below your desired action.

 80.4  Profession Member|>>\>>|PrsNote Database |  |>>>>>|conclusion A
       Business Owner   |  \Or|& WeekPlan/Liflo |  |
       Business Manager |  \  |Models           | 2|
                        |  \  
                        |  \>>|Continue using   |  |>>>>>|conclusion B
                        |     |pocket planners, |  |
                        |     |no life planning | 0|

You can realize and recognize that each alternative event may lead to aubsequent alternative events and eventually to an alternative conclusions. You can:
a) plan ahead to either accept the alternative conclusion or
b) devise a plan for recuperating so as to get back on the mainstream desired path, or
c) modify the mainstream to accomodate the alternative event. You can create a record for an alternative and translate it to your LiFlo model as you did with your PrsSS. You can insert rows for the alternatives. You can insert columns to the right of your model for 'Plan B' and other objectives. c. Career Planning. You can use your PrsNote to identify steps in a career by writing a job description for each step. You can use the 'R1' and 'R2" to write the requirements, tasks, skills, knowledge, salary or pay rate, ans so on. You can translate your LaPS records to your LiFlo in the appropriate line items and phases. Later on, when you get to the Learning and Problem-solving, LaPS, phase, you can use your PrsNote, or your copy of PrsNote for your work, to identify various job descriptions for employees. You can use the WorkPlans you'll find later to specify jobs to be done. 12. Personal Life Planning with COSMIC. Persons and families may use the COSMIC system for planning, modeling, and recording their activities.

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