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Warrior Analysts: How Can We Be Better Combat Multipliers?

Booz Allen Hamilton, McLean, Virginia
30 January - 1 February 2007

Terms of Reference
(Last Updated 2 Nov 2006)

1. Overview

Operations Research analysts have been making an impact on combat operations since combat operations began.  It is well established that Julius Caesar relied heavily on analysis during the conquests of the Roman Empire.  In the US Armed Forces, operations analysis has had a tremendous impact on submarine warfare, combat flight operations and logistical re-supply - especially the famous Red Ball Express.

Analysts are again proving to be combat multipliers in the current conflicts throughout the world.  Their impact is being felt not only in Operation Iraqi Freedom and Operation Enduring Freedom but also in Korea, the Pacific Rim, and throughout the Americas.  In fact, analysts are playing an increasingly significant role in the entire Global War on Terror (GWOT). 

We have been in this current fight for slightly over five years.  This recent work has saved lives, focused efforts and helped capture terrorists, but like the direct combat operations, it is not enough to simply continue what we are doing - we have to continue to improve.  Our analysts are again warriors providing support to the Combatant Commanders.  In this special meeting, we will gather to share what we have been doing and determine the best path forward so the entire community can become better Combat Multipliers.

2. Background

The Military Operations Research Society (MORS) has looked at the topic of analysts' roles and impact in combat twice in the last couple of years in its continuing efforts to serve the military community.  The two previous special meetings were:

Combat Analyst: Deploying Quantitative Support to the Combatant Commander (January 2003)

The Global War on Terrorism: Analytic Support, Tools and Metrics of Assessment (December 2004)

Additionally, there have been significant discussions for many of the past years at the annual symposium.  In this special meeting, we attempt to consolidate many of those discussions and go beyond their scope to have an even greater impact on the analytical community and the military in general.

This MORS special meeting is intended to address a wide variety of topics and encourage a wide array of participants.  Specific topic areas including combat analysis and assessment, GWOT, strategic and operational metric development, education, training and development of combat analysts, and procedures for collecting and analyzing data to develop lessons learned. 

All of these topics have broad implications at both the strategic and the operational levels.  All also are of interest to Combatant Commanders and Directors of Analytical Operations throughout the world.  We attempt, in this forum, to bring together this grouping to determine the best way forward in these areas across the services and the commands. 

3. Goals and Objectives

The overall goal for this special meeting and for each working group is to identify how the individual analyst in a combat command can be a greater combat multiplier for the commander.  We will approach this in each working group by identifying:

The topics and approaches of analytical success.

The topics and approaches of analytical challenges.

The topics and approaches that have remained constant across conflicts, regions and time, and those that have changed or need to change.

The challenges that can be addressed quickly and the challenges requiring more detailed analytical effort.

To be successful, each working group must bring together individuals across the services, include interagency interactions and tap combatant commands around the world.  Only through sharing the insights of all these different components of the analytical effort will we be able to provide the community with the best possible insights from this special meeting.

4. Approach

Special Meeting Day 1

The focus on the first day of the special meeting will be to set the stage for the discussions.  We will start with an overview of the impact of analytical support from a Combatant Commander's viewpoint.  We will continue with a panel of recently deployed analysts from various services and regions.  Prior to breaking into working groups to begin the analysis, we will summarize the two previous related special meeting outcomes to establish a starting point for the discussions.  We will close with a meeting of the working group chairs and the synthesis chair.  In summary:

Opening from MORS President

Remarks from host

Presentation from Keynote speaker (TBD)

Panel discussion with recently deployed analysts (including from PACOM)

Summary of take-aways from the following completed MORS workshops:

Combat Analyst: Deploying Quantitative Support to the Combatant Commander (January 2003)

The Global War on Terrorism: Analytic Support, Tools and Metrics of Assessment (December 2004)

Charge to working groups

Break to working groups for initial meetings/discussions

Special Meeting Day 2

Day 2 of the special meeting will begin with a refocusing of the discussion through a presentation from another speaker.  The synthesis group will then present their findings and recommendations to the group.  We will then move back to the working groups to continue their analysis.  We will finish the day with the working group chairs presenting findings and status to the synthesis group.

Special Meeting Day 3

We begin with the synthesis group presenting charges to the working group participants.  The working groups then move to their designated rooms to complete their work and begin to develop their presentation of findings and recommendations.  In the afternoon, a plenary speaker will address the group at large about a relevant topic (possibly someone from the IED Defeat office.)  We will conclude with the working group out briefs and the final comments by the Special Meeting chairs.

Working Group Structure and approach:  Working groups will prepare a report on their activities to present to other workshop participants at the last session of the workshop.  To focus the discussion in each of the working groups, the working group chairs may elect to ask a select group of people to prepare and present papers.  The workshop attendees will be organized into four working groups plus a synthesis group.  The working group structure is detailed below.

WG 1:  Combat Analyst Development, Education and Tools (CADET)

Analysts from all branches of service are deployed around the world supporting all major combat operations.  We are developing them on the ground as our education system did not always account for the roles we find analysts currently filling.  Many of these analysts deployed with only a rucksack and their experience.  We must learn the lessons from these previous deployments to empower our analysts and improve our capabilities.

Some potential discussion points include:

How do we change/augment our ORSA educational experience for combat analysis/assessment?

What special skills does an ORSA need in a combat environment or to support a COCOM/CJTF?

What lessons have we learned from each service on sending analysts to support a COCOM/CJTF?  Have they been "learned" or "observed?"

WG 2:  Analysis in Support of Current Operations

These operations include Operation Enduring Freedom (OEF) and Operation Iraqi Freedom (OIF), but also extend beyond that part of the world to include all COCOMs, including USFK.

Objectives for this working group will be to identify:

The support that analysts are providing,

Support analysts can and should be providing beyond their current analysis,

Potential solutions to the problems that can be addressed in the current working group (through procedures or techniques), and

Problems which will require more detailed analysis beyond the time or capabilities of the working group and how those problems should be addressed.

Additionally, this working group will identify the areas of commonality and the differences between the regions and the analytical requirements.  Some potential discussion points include:

New analytic techniques discovered in support of operations' logistics, development of force packages, prioritizing reconstruction projects, supporting democratization, etc.

Working in a crisis action environment and severely time constrained environment.

Abilities and necessities of performing reachback.

Current service capabilities for employing operations research skills to support the Combatant Commander's operational objectives.

How combat assessments can be improved.

WG 3:  Developing Metrics of Success

Since September 11, 2001, the U.S. has been actively working to develop metrics of success in the GWOT and to measure progress in combating terrorism.  Though several MORS workshops have touched on this topic since that date, this is an opportunity to consolidate and share our insights as we continue to bring our analytic capabilities to the fight.

Some potential discussion points include:

How do we measure success in combating terrorism?

How do we forecast national and regional stability before, during, and after military intervention by the U.S. and our allies?

How do we develop real time measures of effectiveness?

How do we measure progress toward the attainment of operational objectives?

How can the services better integrate their roles developing metrics to better serve the Joint commands?

WG 4:  Best Practices for Developing Lessons Learned

Each military service has been developing lessons learned for many years.  Arguably, there have been no conflicts where the services' capabilities and potential for joint lessons learned have been so prevalent.  To this point, Joint Forces Command (JFCOM) has become increasingly engaged in the development of lessons learned throughout the world.  Again, we have reached a point where the services and the Joint staff should come together to share insights as to the best practices for developing lessons learned for all services.  Some potential discussion points include:

Best methods for data collection.

Challenges to collecting data, including time.

Challenges in turning data collection into usable information.

Best means and challenges to disseminating the lessons to reduce failures in the near future.

Synthesis Group

The synthesis group will bring together the work of the four working groups and develop overall assessment and recommendations for the analyst community.

5.  Agenda (TBD)

6.  Attendees

a. Attendance 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, Department of Homeland Security, US Northern Command, and others, including representatives from our Allied / Coalition Analytical Communities.  Workshop chairs will control membership of their sessions in conjunction with the Organizing Committee.  Attendance will be limited to 200 people.

b. Working Groups (WGs) will be led by a Chair and one to three Co-Chairs.  These leadership groups will be comprised of all MORSians or a combination of MORSians and Subject Matter Experts (SMEs).  The responsibilities of each team include:

(1) Chair

(a) Dynamic individual that is an SME in the WG topic

(b) Solicits analysts and operators in the field to participate in the WG

(c) Guides the WG during the Workshop

(d) Provides the "substance" of the special meeting WG

(e) Develops the WG's final product to be submitted prior to meeting conclusion

(2) Co-Chair

(a) Individual interested in WG topic

(b) Assists Chair in WG membership and as requested

(c) Provides perspective during Workshop

c. Another key group of individuals during the Workshop is the Synthesis Group.  This group will provide representation to each of the WGs and assist the Workshop Chairs in consolidating the working group results and developing overall assessment/recommendations from the analysis community for the individual service operations analysts to consider.

6. Products

Several products will be generated from the workshop:

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 offered within 30 days.
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 general session presentation will be made at the 75th MORSS.

7.  Milestone Table

8.  Proponent

9.  Planning and Organizing Committee

General Co-Chairs: LTC Mike Kwinn (USMA), Maj Kira Jeffery (SAF/US)

Technical Co-Chairs:  Mr. Vandiver, FS (US Army MORS Sponsor), Dr. Henningsen, FS  (US Air Force MORS Sponsor) and Dr. Akst, (US Marine Corps MORS Sponsor)

Synthesis Chair: Dr. Mike Bailey, USMC.

Administrative Coordinators: Brian Engler, Executive Vice-President, Natalie Strawn Kelly, Vice President for Administration, and Colette Burgess, MORS

MORS Bulldog: Dr. Bob Sheldon, FS

Working Group Chairs:

WG 1 - Combat Analyst Development, Education and Tools (CADET)
Chair: LTC Robert Kewley, USMA
Co-Chair: Maj Kira
Jeffery (SAF/US)

WG2 - Analysis in Support of Current Operations
Chair: LTC Kirk Benson, CAA

WG 3 - Developing Metrics of Success
Chair: COL Saverio Manago, CAA
Co-Chair: Mr. Steve Stephens, MCCDC

WG 4 - Best Practice in Developing Lessons Learned
Chair: BG(Ret) Mike McGinnis, VMASC

Sponsor/Service Reps
Air Force: Col Roxanne Oyler
Army:  Dr. David Markowitz, USA CAA
Navy:   

10.  Administrative

Name: Warrior Analysts:  How Can We Be Better Combat Multipliers?

Dates: 30 January - 1 February 2007

Location:   Booz-Allen Hamilton, McLean, VA

Fees

Mini-Symposium Only       

All Non-MORS Members: $375
All MORS Members: $325

Entire Workshop

Non-Government Non-MORS Member: $750
Non-Government MORS Member: $675
US Government Non-MORS Member: $640
US Government MORS Member: $575

Attendance:  ~200 people, by invitation 

Classification: Classified, with selected members of the TTCP from the UK, Canada and Australia invited.

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Last modified: February 13, 2007