This article is presented in two parts and its purpose is twofold. In Part 1 we propose a simplified plan that breaks down the controls upgrade process into manageable parts, and positions facility owners to minimize risk by effectively planning and executing the equipment installation, including thorough commissioning, without jeopardizing ongoing data center operations. In Part 2 “The Plan” is validated by case study of a challenging controls upgrade project (Project Infinity) completed recently at Nationwide Insurance, Data Center North in Columbus, Ohio – An Uptime Institute Certified Tier IV facility.