Section 13 of 440
PART 1: FOUNDATION
1.4 BOUNDED PLAN, REVIEW & RETEST SCHEDULE
A ninety-day cycle is an administrative option, not a biological law. Use the duration appropriate to the task, intervention, risk and evidence. Some questions resolve in days; others require months or should not be self-tested at all.
STEP 1: DEFINE THE BOUNDED PLAN
Declared outcome
Selected route
Actor or configuration
Context and supports
What success will mean
What success will not mean
Baseline date
Direct measure
Measurement uncertainty or detectable-change boundary, where available
Person-defined importance threshold, where appropriate
Safety gate
Stop condition
Fallback
STEP 2: PRESERVE UNAIDED AND SUPPORTED PERFORMANCE SEPARATELY
Where support, another person, assistive technology or AI contributes materially, record separate true statements:
Unaided baseline
Supported baseline
Support or tool identity and version
Combined result
Verification burden
Tool-loss or support-loss fallback
Do not subtract support from the result or attribute configured performance to an unaided person.
STEP 3: USE THE SMALLEST USEFUL PRACTICE OR INTERVENTION
Choose no more than three repeatable actions or supports. They must be feasible, reversible where possible and compatible with safety, disability, work, care and access constraints.
Action or support
Action or support
Action or support
Missed actions are information. They do not become a compliance score or moral failure.
STEP 4: SCHEDULE OBSERVATION, REVIEW AND RETEST
Record separately:
Direct assessment date
Delayed-retention date, where justified
Predeclared transfer task and date, where justified
Ordinary maintenance or currency review
Burden and adverse-event review
Professional follow-up, where required
The retest queue uses these states:
CURRENT — qualifying evidence remains inside its declared review window.
DUE — the review date has arrived.
OVERDUE / CURRENCY LAPSED — the review window has passed.
NEVER RETESTED — acquisition or baseline exists without a delayed comparable result.
HISTORICAL — the result is retained but is no longer current.
NOT ASSESSED — accompanied by a valid reason code.
Lapsed currency does not prove lost capability. It means current evidence is absent.
STEP 5: INTERPRET CHANGE HONESTLY
Criterion attainment and longitudinal change are separate. A person may meet the present criterion without proving improvement from baseline. A difference inside the declared measurement noise is recorded as change not detected at the stated confidence under that instrument and protocol—not as proof that nothing changed.
STEP 6: MAKE THE NEXT DECISION
At the declared review point, choose:
KEEP
ADAPT
PAUSE
RECOVER
SUBSTITUTE
RETEST
RETIRE
SEEK QUALIFIED REVIEW
Record the result, uncertainty, support, burden, symptoms, adverse events and rationale. Do not produce a weekly, monthly, layer or whole-person composite.
LONGER-HORIZON DIRECTION
Longer planning remains useful without projecting an idealised score or “fully optimised self.”
Functions or relationships I want to preserve
Capabilities I may need to acquire
Supports I may need to secure
Responsibilities I expect to change
Capabilities that may require maintenance
Dependencies or single points of failure
Conditions under which I would redesign or stop
Person- or community-defined outcome that makes this work worthwhile
The plan is complete when it states a bounded purpose, preserves the baseline, compares routes, names support and authority, schedules review and allows a legitimate stop.