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Training Transformation: Analysis and Assessment in New Operational Environments
SAIC McLean Conference Center
28-30 September 2004

Terms of Reference

(Last Updated 8 July 2004)

1. Background

Training Transformation

In today’s information age and new globalization environment, success is defined more by force adaptability and agility rather than solely by industrial age scale and scope.  Secretary Rumsfeld emphasizes this point in a recent Wall Street Journal article by stating, “We are fighting the first wars of the 21st century with a DoD that was designed for the challenges of the mid- to late-20th century.”  Force Transformation, therefore, is about becoming more adaptable and agile thru application of rapidly evolving capabilities and technologies, and the Training Transformation (T2) initiative is a key enabler for the overall success of DoD Transformation.

To achieve training system transparency in joint force operations, the Deputy Secretary of Defense established the following training transformation objectives to better enable joint operations:

Strengthen joint operations by better preparing forces for new warfighting concepts

Continuously improve joint force readiness by aligning joint education and training capabilities and resources with combatant command needs

Develop individuals and organizations that intuitively think jointly

Develop individuals and organizations that improvise and adapt to emerging crises

Achieve unity of effort from a diversity of means

On 10 June 2003, The Deputy Secretary of Defense approved the DoD Training Transformation Implementation Plan in order to enable T2.  This plan designates three program capabilities to carry out the T2 Initiative:

  1. Joint National Training Capability (JNTC).  The JNTC mission is to prepare units and staffs collectively to improvise, adapt, and achieve unity of effort - with appropriate joint context - allowing global training and mission rehearsal to support operational needs.

  2. Joint Knowledge Development and Distribution Capability (JKDDC).  The JKDDC will prepare individuals to think intuitively “joint” by creating, storing, distributing, and applying knowledge through a dynamic global network.

  3. Joint Assessment and Enabling Capability (JAEC).  The JAEC will assess, analyze, and enable training transformation initiatives for people, organizations and processes and enable transformation.

Within this new training system, JNTC (unit and staff training) and JKDDC (individual training) are the major capability production and distribution engines supporting COCOM needs.  Naturally, these two capabilities operate within an extended DoD policy and program environment; an environment that can effect desired outcomes. 

To facilitate desired training system throughput and capability delivery, leading ultimately to training system transparency to force operations, JAEC is charged with measuring T2 progress through assessment, analysis, and enabling effectiveness and efficiency.  To properly conduct assessments, we must be able to determine measures of effectiveness, measures of performance, and measures of merit.  In order to enable effectiveness, we must thoroughly understand and enable training objectives, training audiences, and training tools.  JAEC assessment will include analysis for planning operations and planning exercises with robust after action review processes and a broad set of tools.  In order to enable training planning, we must develop an understanding of the framework and structure the metrics for training within that framework.  All new training systems and C4I architectures should accommodate the ability to incorporate training.  Training should become a transparent facet through the enterprise services piece of the global grid.

In addition to the capabilities of the T2 initiative, a major effort was undertaken by DoD in the summer of 2003 to conduct a “Training Capabilities Analysis of Alternatives” (AoA).  The Under Secretary of Defense for Acquisition, Technology and Logistics (USD (AT&L)) directed the AoA to examine cost-effective methods for meeting joint and Service training requirements.  The AoA Senior Advisory Group (SSG) is co-chaired by the USD (P&R) and the Commander, US Joint Forces Command.  The AoA report will be completed in July 2004 and will provide background for the MORS T2 special meeting.  The emerging results of the AoA effort have provided key insights into the existing gaps in training based on both current and future operational needs and will provide the corresponding training system enhancements with improved capabilities to fill those needs.  The AoA provides a robust analytic underpinning for the future direction of T2 and specifies programs to meet the expanded training requirements for future military operations.   

More information and background on Training Transformation is available at www.t2net.org.

2.  Goals and Objectives

As a beginning dialog in developing more appropriate tools and metrics associated with this emerging environment, Dr. David Chu delivered a challenge to the MORS community at the June 2003 Annual Symposium to use their Military Operations Research background to conduct assessments and make recommendations to improve T2, specifically he asked that MORS:

Examine scientific and technological innovations to include the incorporation of new net-centric tools, processes, and methods in current and future operations.

Assess new analytical methods and measures to improve joint training effectiveness and joint readiness, enhance adaptability / intuitively joint response, employ new joint operational concepts, and prepare for cross-cultural and organization interoperability.

This is an exciting time for Military Operations Research Analysts as we are preparing to meet the challenges of Force Transformation.  We, as a community, have been invited to conduct analysis of the Performance Assessment related capabilities of the Training Transformation initiative to help insure success.

In the course of this special meeting we will focus on making assessments across four areas and align these topics with the four working groups:

New organizational concepts

New analytical methods and measures

Scientific and technological innovations

Implications of capabilities based planning and analysis

The working groups will then apply their assessments to a set of draft recommendations to add depth and breadth to our final recommendations.

3.  Approach

A Mini-Symposium and Workshop will be held 28-30 September 2004 at Science Applications International Corporation in McLean, VA.  The one-day mini-symposium will focus on providing state of the initiative discussions led by senior leadership in the Department.  The two-day workshop will utilize the information gleaned from the mini-symposium and other invited speakers combined with the talents and experience of the MORS community to make recommendations on the topics discussed in the Goals and Objectives.  A Senior Advisory Group will participate in roundtable discussions prior to the meeting to draft a set of responses to be used as a framework in producing the final recommendations.

1st Day Mini-Symposium

The meeting will commence with a one-day mini-symposium to include discussions from the MORS Proponent, the OSD Office of Personnel and Readiness, and discussions on Implementation from the Military Services and Agencies.

2nd and 3rd Day Workshop

The mini-symposium will be followed by a two-day workshop where participants will listen to invited speakers and meet in working groups to further examine specific topics, including the overarching issues of the workshop. 

Speakers will be invited to provide insights on the following topics:

Integrated training and education systems

Innovative approaches for measuring modern warfare training and education needs

Ways to improve requirement-to-action cycle time

Optimizing warfighter intellectual capability throughput

How to minimize training system operating costs

What indicators can be used to predict new capabilities

On-line gaming for both individual and collective training

Rapid scenario generation developments and direction

Common synthetic battlefield representation developments and direction

Maximizing life-cycle cost effectiveness of training systems

Exploring alternative training acquisition strategies

Examining measures of merit/measures of performance for training

Exploring/optimizing training alternatives

Wargaming innovations for training

Working Groups.

Working Group 1: New Organizational Concepts            

Working Group 2: New Analytical Methods and Measures  

Working Group 3: Scientific and Technological Innovations         

Working Group 4: Implications of Capabilities-based Planning and Analysis to T2

Synthesis Group.  The Synthesis Group will provide collective top level recommendations based on the discussions of the working groups and keynote speakers.

Roundtable Discussion Group.  This group will meet twice prior to the September workshop and participate in the synthesis group at the workshop.  

4.  Agenda

5.  Attendees

Attendees will be by invitation only.  Attendees will include invited experts from OSD, all Services, the Joint Staff, University Affiliated Research Centers, Federally Funded Research and Development Centers, Operational Commanders, DoD contractors and others.  Workshop chairs will control membership of their sessions in conjunction with the organizing committee.  Workshop attendance will be limited to 150 people.

6.  Products

Several Products will be generated from the workshop:

The initial product will be a briefing on Thursday, September 30th to invited executives from OSD, the Joint Staff, and the Service Staffs.

An Executive Summary in the form of a text document and a scripted briefing for the MORS Sponsors addressing the workshop objectives, findings, conclusions, and recommendations will be prepared within 30 days of the conclusion of the workshop.

A proceedings document containing summaries of all sessions and annotated copies of appropriate briefing slides and presentations.

An article summarizing the meeting and its findings will be produced and submitted to PHALANX in time for the next deadline after the meeting. A presentation will be made in a Special Session at the 73rd MORSS.

7.  Planning and Organizing Committee

Workshop Co-Chairs:
Fred Hartman, FS     
Annie Patenaude

Synthesis Group Chair:
Roy Reiss

8.  Administrative

Name: Training Transformation: Analysis and Assessment in New Operational Environments

Dates: 28-30 September 2004

Location: Science Applications International Corporation, McLean, VA

Fees:

One-Day Mini-Symposium Only: US Federal Government $115; All Others $230

Full 3-Day MS and Workshop: US Federal Government $225; All Others $450

Classification: Unclassified

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Last modified: October 21, 2004