MILITARY BRIEFINGS - UNC Charlotte Army ROTC
MILITARY BRIEFINGS - UNC Charlotte Army ROTC
MILITARY BRIEFINGS - UNC Charlotte Army ROTC
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Section<br />
5b<br />
<strong>MILITARY</strong> <strong>BRIEFINGS</strong><br />
Key Points<br />
1 The Four Types of Military Briefings<br />
2 Four Steps to Preparing an Effective Military Briefing<br />
Officership Track<br />
e<br />
When you have something to say to officers or men,<br />
make it snappy. The fewer words, the better. They won’t<br />
believe you if you shoot bull.<br />
LTG Lewis [“Chesty”] Puller<br />
from Peter G. Tsouras, ed., The Greenhill Book of Military Quotations
Military Briefings ■ 239<br />
Introduction<br />
You use a briefing to present information to commanders, staffs, or other audiences.<br />
You use different briefing techniques depending on the purpose of the briefing, what<br />
response you seek, and your role as the briefer.<br />
<strong>Army</strong> briefing skills are leader skills. Even today, when much communication is<br />
electronic and at a distance, <strong>Army</strong> leaders use face-to-face briefings to make sure tasks<br />
are carried out rapidly and decisively.<br />
The Four Types of Military Briefings<br />
As you learned from MSL III, there are four types of military briefings.<br />
briefing<br />
a way to present<br />
information to<br />
commanders, staffs, or<br />
other designated<br />
audiences—you decide<br />
which techniques to use<br />
depending on the<br />
purpose of the briefing,<br />
the response you want,<br />
and the briefer’s role.<br />
1. Information<br />
2. Decision<br />
3. Mission<br />
4. Staff.<br />
The Information Briefing<br />
In an information briefing, you are simply trying to get information to your audience in<br />
an understandable form. You are not trying to reach conclusions, make recommendations,<br />
or reach decisions.<br />
Begin an information briefing by identifying yourself and your organization and tell<br />
the classification of the briefing. You say that the purpose of the briefing is for information<br />
and no decision is required. You introduce and define the subject to orient your audience,<br />
then present the information.<br />
Information briefings include high-priority information that requires immediate<br />
attention as well as complex information such as complicated plans, systems, statistics, or<br />
charts that require detailed explanation. You also use an information briefing to present<br />
controversial information that requires elaboration and explanation.
240 ■ SECTION 5B<br />
1. Introduction<br />
a. Greeting. Address the audience. Identify yourself and your<br />
organization.<br />
b. Type and Classification of Briefing. For example, “This is an<br />
information briefing. It is classified SECRET.”<br />
c. Purpose and Scope. Describe complex subjects from general to<br />
specific.<br />
d. Outline or Procedure. Briefly summarize the key points and<br />
general approach. Explain any special procedures (such as<br />
demonstrations, displays, or tours). For example, “During my briefing,<br />
I’ll discuss the six phases of our plan. I’ll refer to maps of our area of<br />
operations. Then my assistant will bring out a sand table to show you<br />
the expected flow of battle.” The key points may be placed on a chart<br />
that remains visible throughout the briefing.<br />
2. Main Body<br />
a. Arrange the main ideas in a logical sequence.<br />
b. Use visual aids to emphasize main ideas.<br />
c. Plan effective transitions from one main point to the next.<br />
d. Be prepared to answer questions at any time.<br />
3. Closing<br />
a. Ask for questions.<br />
b. Briefly recap main ideas and make a concluding statement.<br />
c. Announce the next speaker.<br />
Figure 5b.1<br />
Information Briefing Format<br />
The Decision Briefing<br />
You use a decision briefing to get an answer to a question or a decision on a course of<br />
action. You present the recommended solution based on the analysis of a problem. Decision<br />
briefings vary in formality and detail, depending on the level of command and the decision<br />
makers’ knowledge of the subject.<br />
If the person making the decision is familiar with the problem, you as the briefer should<br />
act as though it were a decision paper. You should present a problem statement, give essential<br />
background information and the potential impacts of each decision, and provide a<br />
recommended solution. You should be prepared to present assumptions, facts, alternative<br />
solutions, reasons for adopting the recommendations, and the coordination involved.<br />
If the decision maker is unfamiliar with the problem, the briefing format resembles<br />
that of a decision briefing (see Figure 5b.2). The briefing should include facts bearing on<br />
the problem, assumptions, and a discussion of alternatives, conclusions, and the<br />
coordination involved.<br />
You should begin by stating, “This is a decision briefing.” At the conclusion, if the<br />
decision maker does not state a decision, you should ask for one. You should be certain<br />
that you understand the decision. If uncertain, you should ask for clarification.<br />
Make sure that the recommendation you provide the decision maker to approve is<br />
precisely worded in a form that can be used as a decision statement. This helps eliminate<br />
ambiguities. If the decision requires an implementing document, make sure it is prepared<br />
before the briefing and give it to the decision maker for signature if the recommendation<br />
is approved. Be sure to prepare a memorandum for record (MFR) that captures the
Military Briefings ■ 241<br />
1. Introduction<br />
a. Greeting. Address the decision maker. Identify yourself and your<br />
organization.<br />
b. Type and Classification of Briefing. For example, “This is a<br />
decision briefing. It is <strong>UNC</strong>LASSIFIED.”<br />
c. Problem Statement.<br />
d. Recommendation.<br />
2. Body<br />
a. Facts. An objective presentation of both positive and negative<br />
facts bearing upon the problem.<br />
b. Assumptions. Necessary assumptions made to bridge any gaps<br />
in factual data.<br />
c. Solutions. A discussion of the various options that can solve the<br />
problem.<br />
d. Analysis. The criteria by which you will evaluate how to solve<br />
the problem (screening and evaluation). A discussion of each course<br />
of action’s relative advantages and disadvantages.<br />
e. Comparison. Show how the courses of action rate against the<br />
evaluation criteria.<br />
f. Conclusion. Describe why the selected solution is best.<br />
3. Closing<br />
a. Questions?<br />
b. Restatement of the recommendation.<br />
c. Request a decision.<br />
Figure 5b.2<br />
Decision Briefing Format<br />
decision, any due outs, who is responsible for completing the due outs, and list any suspense<br />
dates provided by the decision maker. Provide a copy of the MFR to all parties attending<br />
the decision brief who have a responsibility to the decision made.<br />
Format for a Decision Briefing<br />
As with the five-paragraph OPORD, it is important for all <strong>Army</strong> officers to use the<br />
established format for decision briefings. The presentation technique for decision briefings<br />
may be formal or informal. The degree of detail depends on the available time, the level<br />
of command in attendance, and how well the decision maker knows the subject.<br />
1. Introduction<br />
Identify yourself. Begin with a military greeting to the decision maker, followed by the<br />
classification of the briefing, a statement that you are presenting a decision briefing, and its<br />
purpose. The purpose should include a statement that you will require a decision at the<br />
conclusion of the briefing. Then give a brief description of the problem and a summary<br />
recommendation.<br />
2. Body<br />
Facts. An effective decision briefing is built on credible information. Many of your facts will<br />
begin as unverified assumptions that you have since verified. The fact may be beneficial or<br />
detrimental to your recommended course of action (COA). Be sure to provide verified facts<br />
both for and against to give the decision maker a balanced perspective. It is also good practice<br />
to state the sources of your facts and, where appropriate, how current the information is.<br />
At the beginning of a<br />
decision briefing, you<br />
should always state that<br />
you are seeking a<br />
decision.<br />
course of action<br />
(COA)<br />
a possible plan open to<br />
an individual or a<br />
commander that would<br />
accomplish a mission or<br />
is related to its<br />
accomplishment
242 ■ SECTION 5B<br />
For more-detailed<br />
information on the<br />
seven-step problem<br />
solving model, see<br />
paragraphs 2-23<br />
through 2-62 of FM 5-0.<br />
Assumptions. Provide information that, if taken as true, bridges gaps in the facts and provides<br />
a valid argument supporting a course of action. It is important that you make every attempt<br />
to either confirm or deny as many of your assumptions as possible before presenting the<br />
decision brief so your boss doesn’t make a decision on an assumption that later proves to<br />
be false.<br />
Solutions. Your recommended solutions will be in the form of a COA. Discuss the various<br />
courses of action that solve the problem. It is important always to remember never to<br />
present a COA that is not viable. A plan or recommendation that is not practical, or one<br />
that is impossible to execute, is not a viable COA.<br />
Analysis. Explain the criteria you used to evaluate your possible solutions (screening and<br />
evaluation). Discuss each course of action’s relative advantages and disadvantages.<br />
Comparison. Discuss how the courses of action rate against the evaluation criteria. This is<br />
where you will compare and contrast both the pros and cons of each COA and their<br />
strengths and weaknesses against your evaluation criteria. This should be an unbiased<br />
comparison so the decision maker can make an objective decision based on the good, the<br />
bad, and the ugly.<br />
Conclusion. Explain why the solution you selected is the best. Your recommendation needs<br />
to be based solely on the facts, assumptions, evaluation criteria, and the final analysis.<br />
You must detach your personal opinions or emotions from your professional<br />
recommendation. You must submit your recommendation with the mindset that you do<br />
not have a “dog in the fight,” so the decision maker makes a decision on facts and void of<br />
opinions or emotions.<br />
3. Closing<br />
Ask if there are any questions. Restate the recommendation so that it needs only the decision<br />
maker’s approval or disapproval. Request a decision. In many cases, the decision maker<br />
may withhold issuing a decision and instead provide you with further guidance. The<br />
decision maker may not feel comfortable with making a decision based on one or more<br />
of your stated assumptions. Or the decision maker may ask that you further research stated<br />
assumptions to confirm it as fact or false. In many cases, the decision maker may provide<br />
you with more guidance on your evaluation criteria and the weight you provided each<br />
criteria during your analysis and comparison. In some cases, the decision maker will inform<br />
you that one or more of your recommended COAs are simply not viable or executable<br />
based on information he or she is aware of that you may not be aware of. If you have<br />
done your homework, prepared a thorough decision brief, and are turned away to rework<br />
your decision brief, do not despair. Your superiors may have more knowledge and experience<br />
than you on the topic, and the experience of presenting the decision brief itself is an exercise<br />
in your professional development. You will become a better officer with every decision brief<br />
you present.<br />
Critical Thinking<br />
e<br />
How important is it to use the <strong>Army</strong> problem solving process when preparing a<br />
decision briefing? Could another problem solving process work just as well? Why<br />
or why not?
Military Briefings ■ 243<br />
The Mission Briefing<br />
Mission briefings are like information briefings, but you present them under tactical or<br />
operational conditions either during training or combat. The briefer may be a commander,<br />
an assistant, a staff officer, or a special representative. These briefings are especially important<br />
during critical missions or when you must give individuals or smaller units information<br />
not in the plan or order.<br />
You use a mission briefing to —<br />
• Issue or reinforce an order<br />
• Provide more detailed requirements or instructions<br />
• Instill a general appreciation for the mission<br />
• Review the key points of a forthcoming military operation<br />
• Ensure participants know the mission’s objective, their place in the operation,<br />
problems they may confront, and ways to overcome them.<br />
How you present your information depends on the nature of the mission. The fiveparagraph<br />
operation order (OPORD) is the most common format used. Others include<br />
the movement order, combat service support order, and reconnaissance order.<br />
The Staff Briefing<br />
Staff meetings are conducted to coordinate the unit’s effort by informing the commander and<br />
staff of the current situation. If you convene a staff meeting, you set the agenda. However,<br />
most units will have an established format for their staff meetings, including the order of<br />
briefers, the briefing slide formats, and the content included on each briefing slide. Staff<br />
representatives each present relevant information from their functional areas. Staff briefings<br />
may exchange information, announce decisions, issue directives, or present guidance. They<br />
may have characteristics of information briefings, decision briefings, and mission briefings.<br />
Attendance at staff briefings varies with the size of the headquarters, type of operation,<br />
and commander’s preferences. Generally, the commander, deputies or assistants, chief of<br />
staff or executive officer, and coordinating and special staff officers attend. If you are<br />
assigned as lieutenant to be a member of a staff, your supervisor may require you to attend<br />
staff meetings in order to expose you to the process and professionally develop you. If<br />
seating is available, many company commanders who attend battalion command and staff<br />
and battalion training meetings will rotate their lieutenants to sit in on these battalion<br />
meetings to professionally develop them.<br />
Representatives from major subordinate commands may be present. The chief of staff<br />
(executive officer at brigade and battalion level) usually presides. The commander usually<br />
concludes the briefing but may take an active part throughout it.<br />
In garrison, staff briefings (sometimes called “staff calls”) often are scheduled regularly.<br />
In combat, staff briefings are held as needed. Some staff briefings may combine elements<br />
of the information brief and a decision brief—where the staff presents the commander<br />
with information that may prompt him or her to issue guidance on policy, a standing<br />
operating procedure (SOP), or a course of action. This makes the staff brief similar to the<br />
decision brief.<br />
Critical Thinking<br />
e<br />
How can a staff briefing promote effective decision making?
244 ■ SECTION 5B<br />
Four Steps to Preparing an Effective Military Briefing<br />
When you present a military briefing, use the following four-step process to cover all the<br />
essential areas:<br />
In most cases, you will<br />
be provided with a<br />
suspense (date and<br />
time) to present your<br />
brief. You must realize<br />
that the date and time<br />
was selected based on<br />
the recipients’<br />
availability.<br />
Commanders are busy<br />
people with fluid<br />
calendars. Many times<br />
you will get a call<br />
moving the time, or<br />
even the date, earlier<br />
because of a change on<br />
the commander’s<br />
calendar. Therefore, you<br />
should always plan to<br />
have your brief<br />
completed and be ready<br />
to brief early—including<br />
any prebrief your chain<br />
of command may want<br />
to receive from you prior<br />
to the main brief.<br />
1. Plan: Analyze the situation and prepare a briefing outline<br />
2. Prepare: Construct the briefing<br />
3. Execute: Deliver the briefing<br />
4. Assess: Follow up.<br />
Learn these steps as thoroughly as you would learn any tactical procedure, because you<br />
often will not have the leisure of sitting down to study these steps to prepare your military<br />
brief. Be ready to plan, research, organize, draft, rehearse, and deliver your briefing within<br />
hours (or sometimes within the hour) of receiving the task. A proven approach, such as<br />
the one you are about to read, provides you with a framework to ensure that you conduct<br />
sufficient research and analysis and deliver an effective decision briefing—even when time<br />
and information resources are limited.<br />
1. Plan: Analyze the Situation and Prepare a Briefing Outline<br />
Upon receiving the task to conduct a briefing, you should analyze the situation to determine<br />
the:<br />
• Audience<br />
• Purpose and type of briefing<br />
• Subject of the briefing<br />
• Physical facilities and support needed<br />
• Preparation schedule.<br />
Based on this information, you start by preparing a briefing outline. This is your plan for<br />
preparing, executing, and following up on the briefing. It is a tool you use to manage<br />
preparations for the briefing and you should refine it as new information is received.<br />
Figure 5b.3 lists factors you should consider when planning a briefing. In addition to<br />
those, you should determine the following:<br />
• Audience preferences—for a decision briefing, those of the decision maker<br />
• The purpose of the briefing—the purpose determines the type of briefing<br />
• The time allocated for the briefing—this dictates the style, physical facilities, and<br />
the preparatory effort needed<br />
• The availability of physical facilities, visual aids, and visual information specialists.<br />
You should estimate the deadlines for each task and carefully schedule the preparatory<br />
effort. This includes scheduling facilities for rehearsals and requesting critiques. You should<br />
alert support personnel and any assistants as early as possible.<br />
Your Role<br />
Your role may be to do everything, including arranging the location, preparing the briefing,<br />
and delivering it. Or you may be a member of a briefing team and tasked to prepare only<br />
part of the briefing. Is this an urgent matter or a routine decision? Are you a subject matter<br />
expert (SME) who will answer most questions or will you refer questions to others? Who<br />
are the SMEs? Get clarification from the person who tasked you to give the briefing—the<br />
answers will help you narrow and focus your preparation.
Military Briefings ■ 245<br />
Purpose<br />
Your purpose, at a minimum, includes your goal and your objectives. Your goal is what you<br />
want to accomplish with the audience (for example, “My goal is to have the commander<br />
sign the new Standing Operating Procedure for the battalion”). Your objectives are the points<br />
you must prove—and persuade the decision maker to agree with—to achieve your goal.<br />
Audience<br />
Audience analysis is critical and is often an overlooked aspect of communication, especially<br />
in briefings. To be an effective briefer, you must meet the needs and expectations of your<br />
audience. Even when you are briefing your own commander, you must ensure that you are<br />
addressing his or her concerns and are not preparing your briefing based on unfounded<br />
assumptions or on any personal or emotional attachment you may have with the topic.<br />
When analyzing your audience, you should consider, among other characteristics:<br />
1. Who are the decision makers and where will they be seated?<br />
2. Who are the ranking members?<br />
3. What are their official positions?<br />
4. Which organizations are they assigned to?<br />
5. How well do they know the subject?<br />
6. Are they generalists or specialists?<br />
7. What are their personal preferences for briefing style?<br />
8. What is the anticipated reaction—are they accepting, hostile, impatient?<br />
9. What are their interests?<br />
10. Who is in the audience? Is it composed only of <strong>Army</strong> personnel or is it a joint<br />
services audience from varied cultures?<br />
11. Are there civilians? Foreign nationals?<br />
12. How many people will be in the audience?<br />
Often the steps in preparing a briefing will overlap. As you continue to prepare your briefing,<br />
you may need to review your role, purpose, and audience to ensure that you’re on track.<br />
This is a good practice. But don’t delay the other steps in preparing the briefing just because<br />
you don’t have all the answers to the questions posed above.<br />
Research<br />
<strong>Army</strong> leaders conduct research, analyze situations, and state their recommendations every<br />
day—whether in garrison or in a tactical environment. Unlike other professionals, though,<br />
they usually do not collect and sift data for weeks or months in a quiet laboratory or study.<br />
As an <strong>Army</strong> leader, you must be able to gather and analyze information and recommend sound<br />
courses of action while in stressful and dangerous conditions on an abbreviated timeline.<br />
One of the best ways to make your research more effective is to use some form of<br />
brainstorming. Brainstorming and recording the results help you immediately to start<br />
collecting information and generating ideas before the ordered part of your brain begins<br />
putting things into categories. Focus your energy first on collecting information. Once<br />
you’ve collected it, then you analyze what you’ve found. If it’s possible to get one or more<br />
other people to brainstorm with you, the process is even more effective. If that’s not possible,<br />
however, you can still carry on a dialogue with yourself as you jot down information and<br />
ideas. Techniques for recording your research include:<br />
Freewriting: When you don’t know where to start, freewriting breaks through writers’ block.<br />
• Write the topic, audience, and purpose of the briefing at the top of a blank page
246 ■ SECTION 5B<br />
• Using whatever resources you have at hand—including documents, online search<br />
engines, e-mail, other people, and your own observations—record everything you<br />
can think of for a specific period of time (one technique is to allocate half of your<br />
preparation time to research)<br />
• Avoid analyzing your information, write quickly, and try to fill as many pages as<br />
you can<br />
• For ease of organizing, revising, and receiving feedback from others, you should<br />
type the information into the computer rather than writing it on paper.<br />
The journalistic formula: The journalistic formula uses the journalist’s standard questions<br />
to set up a base of information.<br />
• Write the topic, audience, and purpose at the top of the page<br />
• Along the left margin, write Who? What? Where? When? Why? and How?<br />
• Using the information resources available to you, write the answers in as much<br />
detail as possible.<br />
Mind-mapping: Mind-mapping is a technique for “mapping out” your information without<br />
losing sight of the purpose and the audience.<br />
• Ask yourself, “What’s my purpose?” Write your answer in the center of the page, flip<br />
chart or white board (Example: “Solve reenlistment problem in the battalion”)<br />
• Then ask “Who’s my audience?” Write your answer near the bottom of the page<br />
(“Battalion commander for decision”)<br />
• Write your information and ideas in random locations<br />
• Include specifics, ideas, and abstract categories<br />
• Fill in as much space as possible in the time available<br />
• Take a brief break and then start to analyze what you’ve gathered into categories—<br />
these categories can help you quickly form the various parts of your outline.<br />
When you must brief within hours or minutes rather than days, you must be able to<br />
focus on the essential elements a briefing requires. When time allows, you should provide<br />
further background on the events that led to the problem and present other findings that<br />
will lead to more informed decision making. A word on quality information: When a<br />
recommendation is persuasively presented but based on nonfactual information, the<br />
decision puts resources and lives at risk. As you conduct research for your briefing, constantly<br />
evaluate your information for reliability. Never use information for which you cannot state<br />
a source. Below are a few guidelines for evaluating the reliability of your researched<br />
information:<br />
1. Is the source current?<br />
2. Is the information likely to change before the decision is implemented?<br />
3. Does the information from the source agree with information or observations from<br />
other sources?<br />
4. Does the source have a record or reputation for reliability?<br />
Use brainstorming, recording, and information evaluation techniques throughout your<br />
research process. Be sure to look for information supporting both pros and cons and avoid<br />
fallacies in logic and reasoning. When the items of information stop coming up, it’s time<br />
to start organizing what you’ve captured. Now you’re ready to outline and put what you’ve<br />
captured into a logical sequence.
Military Briefings ■ 247<br />
1. Analyze Situation and Prepare a Briefing<br />
Outline.<br />
a. Audience.<br />
Number?<br />
Composition? Single service or joint?<br />
Civilians? Foreign nationals?<br />
Who are the ranking members?<br />
What are their official positions?<br />
Where are they assigned?<br />
How well do they know the subject?<br />
Are they generalists or specialists?<br />
What are their interests?<br />
What are their personal preferences?<br />
What is the anticipated reaction?<br />
b. Purpose and Type.<br />
Information briefing (to inform)?<br />
Decision briefing (to obtain decision)?<br />
Mission briefing (to review important<br />
details)?<br />
Staff briefing (to exchange information)?<br />
c. Subject of Briefing.<br />
What is the specific subject?<br />
What is the desired coverage?<br />
How much time will be allocated?<br />
d. Physical Facilities and Support Needed.<br />
Where will the briefing be presented?<br />
What arrangements will be required?<br />
What are the visual aid facilities?<br />
What are the deficiencies?<br />
What actions are needed to overcome<br />
deficiencies?<br />
e. Prepare Schedule.<br />
Finish analysis of the situation.<br />
Prepare preliminary outline.<br />
Determine requirements for training aids,<br />
assistants, and recorders.<br />
Edit or redraft.<br />
Schedule rehearsals, facilities, and<br />
critiques.<br />
Arrange for final review by responsible<br />
authority.<br />
Figure 5b.3<br />
Briefing Checklist<br />
2. Construct Briefing.<br />
a. Collect Material.<br />
Research.<br />
Become familiar with the subject.<br />
Collect authoritative opinions and facts.<br />
b. Prepare First Draft.<br />
State problem (if necessary).<br />
Isolate key points (facts).<br />
Identify courses of action.<br />
Analyze and compare courses of action.<br />
(State advantages and disadvantages.)<br />
Determine conclusions and recommendations.<br />
Prepare draft outline.<br />
Include visual aids.<br />
Fill in appropriate material.<br />
Review with appropriate authority.<br />
c. Revise First Draft and Edit.<br />
Make sure that facts are important and<br />
necessary.<br />
Include all necessary facts.<br />
Include answers to anticipated questions.<br />
Polish material.<br />
d. Plan Use of Visual Aids.<br />
Check for simplicity and readability.<br />
Develop method for use.<br />
e. Practice.<br />
Rehearse (with assistants and visual<br />
aids).<br />
Polish.<br />
Isolate key points.<br />
Memorize outline.<br />
Develop transitions.<br />
Use definitive words.<br />
3. Deliver Briefing.<br />
4. Follow up.<br />
a. Ensure understanding.<br />
b. Record decision.<br />
c. Inform proper authorities.<br />
Constructing an Outline<br />
An outline helps you organize your ideas to see your information in a logical form. The<br />
outline is the framework of your briefing. As you build your outline, continue to search<br />
for relationships among the facts so that you can interpret your findings and answer the<br />
questions or solve the problem that initially required the briefing.<br />
After you have analyzed your data and put it in a form that you and your audience<br />
can understand, you must draw conclusions—you must make a logical interpretation of<br />
the evidence you have found—and recommend a course of action based on those<br />
conclusions. When outlining your briefings, you put the main idea and the supporting<br />
Make certain the<br />
conclusions you draw<br />
are based on facts, not<br />
assumptions.<br />
Another technique for<br />
constructing a decision<br />
briefing outline is to use<br />
the seven-step problem<br />
solving model, shown in<br />
Figure 5b.4.
248 ■ SECTION 5B<br />
parts up front, just as you put the “bottom line up front” (BLUF) in an <strong>Army</strong> document,<br />
so the audience can quickly see the purpose of your brief and where you are headed.<br />
Here’s a quick summary of how to construct an outline using the information you’ve<br />
gathered:<br />
• Write down your main idea<br />
• Write down the major parts<br />
• Arrange the major parts in a logical sequence—make sure you don’t have so many<br />
major parts that the audience cannot easily remember them<br />
• Form and arrange the minor parts if necessary<br />
• Write your introduction<br />
• Plan your conclusion, including your recommendation and request for a decision.<br />
Outlines are critical to building strong briefings because they require you to work logically.<br />
But unless time constraints force you to brief directly from your outline, the outline is only<br />
a step toward the completed briefing.<br />
Now you can apply a simple, efficient process to construct a draft. Your draft builds<br />
on the logic of the outline and puts that logic into words that will either persuade the<br />
commander or other decision maker to make a sound and timely decision, or provide<br />
him or her the most current and relevant information.<br />
Use visual aids to add<br />
clarity and reinforce the<br />
spoken word. A poor<br />
visual aid will distract<br />
from your briefing and<br />
may result in more<br />
questions than it<br />
answers.<br />
2. Prepare: Construct the Briefing<br />
You should build your briefing with a constant focus on your goal—providing the best<br />
information possible to the commander in order for him or her to make the best informed<br />
decision. Analyzing the situation and developing an outline can move you systematically<br />
and quickly toward putting your brief into action—and it can turn your outline into a<br />
briefing that enables sound decision making. You should employ the following process to<br />
prepare a briefing from your outline.<br />
Using your outline as a road map, begin writing your briefing using the doctrinal<br />
format for the brief you will be giving. Start by writing your introduction. Apply the<br />
<strong>Army</strong> standards for writing in your briefings. Put your main point, your recommendations<br />
and your main supporting points up front. Use appropriately short sentences, neither<br />
so long as to be vague nor so short as to omit relevant information. Use the active voice.<br />
Use vivid, concrete, simple language that follows the filmmaker’s principle of “don’t tell<br />
’em, show ’em.” Use examples, illustrations, and definitions. Avoid technical jargon or<br />
abbreviations and acronyms your audience might not understand. Be sure to provide<br />
transitions from the introduction to the body and throughout the briefing so the audience<br />
knows where you’re headed.<br />
Once you have composed your introduction, go back to the appropriate briefing format<br />
and compose the body. In addition to including elements in the body, you should also<br />
ensure that you:<br />
• Restate the purpose of the briefing and the problem when necessary to ensure<br />
that the audience stays focused<br />
Critical Thinking<br />
e<br />
Why should you put your main point up front rather than with a lot of<br />
explanation that builds gradually to your recommendation?
Military Briefings ■ 249<br />
• Isolate and emphasize key points<br />
• Identify courses of action<br />
• Analyze and compare courses of action, stating advantages and disadvantages<br />
• Explain the logic by which you arrive at your conclusions and recommendations.<br />
Once you have composed the body, you can now put together the final component:<br />
the conclusion. A good conclusion fulfills your original statement of purpose. You should<br />
base your conclusions and recommendations strictly on the information you included in<br />
the briefing. You should never base your conclusion or recommendation on your personal<br />
opinion or bias. You should review the main points and logic you used to arrive at your<br />
information or recommendations, and ask for a decision, if required.<br />
3. Execute: Deliver the Briefing<br />
A briefing must be just that: brief. Your confident and composed delivery will build<br />
confidence in the content and organization you have developed. Your gestures and<br />
movements should be natural, not stiff. Avoid distracting mannerisms and make sure<br />
you pronounce all terms correctly. Never use an acronym that you cannot define. You<br />
should follow your draft presentation closely, but should avoid reading verbatim from a<br />
script. Your briefing must be concise, objective, and accurate, and it must transition<br />
smoothly from one point to the next. But you should be ready to deal with interruptions<br />
and other distractions. (In the field, it’s typical to have unexpected interruptions, such as<br />
a generator failing or a vehicle starting up right outside the briefing tent.) When you deliver<br />
a briefing, consider the following:<br />
• You should always state up front what type of brief you are presenting<br />
• Your goal is to present the information, the possible courses of action, and<br />
recommendation(s) so the audience understands the purpose of the briefing and<br />
the decision maker takes the necessary action—that is, makes the decision<br />
1 – ID the Problem<br />
Who, What, When, Where, and Why<br />
C<br />
O<br />
N<br />
T<br />
I<br />
N<br />
U<br />
A<br />
L<br />
L<br />
Y<br />
A<br />
S<br />
S<br />
E<br />
S<br />
S<br />
2 – Gather Information<br />
3 – Develop Criteria<br />
4 – Generate Possible Solutions<br />
5 – Analyze Possible Solutions<br />
6 – Compare Possible Solutions<br />
Facts, Assumptions, and Interests<br />
LINKED<br />
Screening & Evaluation<br />
Suitable, Feasible, Acceptable,<br />
Distinguishable, and Complete<br />
Benchmark (Does the solution<br />
achieve the desired state?)<br />
Determine the Best Solution<br />
7 – Make and Implement the Decision<br />
Decide and Act<br />
Figure 5b.4<br />
The <strong>Army</strong>’s Seven-Step Problem Solving Model
250 ■ SECTION 5B<br />
e<br />
Especially in speech, part of the message is you.<br />
Therefore demonstrate in all ways the sincerity and high<br />
moral purpose you want the audience to believe.<br />
from Student Text 22-2, Writing and Speaking Skills for Leaders at the Organizational Level<br />
It is customary to<br />
request the audience<br />
hold questions to the<br />
end during an OPORD.<br />
In most military<br />
briefings, however, the<br />
briefer fields questions as<br />
they are presented.<br />
As a briefer, in most<br />
cases you will be too<br />
busy to take notes, and<br />
you do not want to<br />
pause your brief to jot<br />
them down. If possible,<br />
plan to have one or<br />
more note takers to take<br />
notes for you during<br />
your brief. At the<br />
conclusion of the brief,<br />
compare notes to ensure<br />
you have the<br />
information you need<br />
and that the notes are<br />
complete and accurate.<br />
Be sure to take into<br />
consideration the<br />
estimated time required<br />
to field and answer<br />
questions when timing<br />
how long your brief will<br />
take.<br />
• To ensure success, there is no substitute for rehearsal with people who can give<br />
you feedback on how to improve your content or your briefing techniques<br />
• You must be brief—avoid a long introduction<br />
• You must arrive at conclusions and recommendations logically, based on facts,<br />
not assumptions, and that logic must be clear to your audience<br />
• You must provide clear transitions<br />
• You must be ready for interruptions and questions at any point.<br />
You should always anticipate questions and be ready to answer them. If someone interrupts<br />
you, you should either answer each question before proceeding or explain that you will<br />
answer the question later in the briefing. If the briefing will answer the questions later, try<br />
to make specific reference to the earlier question when you introduce the relevant material.<br />
You must be prepared to offer evidence to support any part of the briefing.<br />
As you rehearse, try to eliminate unnecessary words and movement. You will usually<br />
need to use visual aids, but keep your visual aids—and the entire briefing—as clear and<br />
as simple as possible. Be certain that your visual aids or briefing slides can stand on their<br />
own merit—that is, they are self-explanatory for your target audience at first glance. If a<br />
slide or chart is “too busy,” your briefing will be choppy from your constant pausing to<br />
explain a confusing slide or chart. Focus on establishing the main points related to your<br />
recommendations and you will succeed. Deliver the briefing to express your points, not<br />
to impress your audience.<br />
Many people wonder: Which is better when delivering a briefing—a manuscript or<br />
note cards? One perspective is that a manuscript speech tends not to sound spontaneous;<br />
many manuscript speeches sound stuffy or stilted. Manuscript speeches might also cramp<br />
your flexibility in changing the sequence or emphasis when the situation seems to require<br />
it. However, note cards may involve shuffling that can distract from the briefing itself. If<br />
you will be briefing from a slideshow presentation, an effective technique is to use the<br />
printed notes page feature in Microsoft PowerPoint. This will allow you to see both your<br />
notes and each slide as you brief it, while allowing you to take notes when the briefing<br />
recipient provides guidance or feedback.<br />
Whether you work directly from a manuscript, note cards, or from an outline, you<br />
must still rehearse. A complete, timed rehearsal is the only way you can be sure you will<br />
deliver a briefing that is spontaneous and lively, yet forceful and convincing.<br />
4. Assess: Follow Up<br />
When the briefing is over, you must immediately record results, even if other personnel<br />
are assigned to publish or broadcast the decision. If you are uncertain about any aspect<br />
of the decision, ask for clarification. You can help eliminate confusion by preparing a<br />
precisely worded recommendation that can be used as a directive or a decision statement.<br />
Following the briefing, inform the chief of staff or the executive officer of the decision if<br />
they were not present during the briefing.
A good practice is to prepare a memorandum for record (MFR) that states the subject,<br />
date, time, and place of the briefing and the ranks, names, and positions of the main<br />
participants. You should summarize the contents of the briefing, including recommendations.<br />
You should record whether they were approved, disapproved, or approved with modification.<br />
Include the decision maker’s instruction, guidance, and directed actions. List the staff and<br />
action officer responsible for any further action required. List the date, time, and location<br />
of any future briefings. It is also a good practice to submit a draft of the MFR to the decision<br />
maker for review and correction before you complete and file the final version. Distribute<br />
the final MFR to the individuals, units, staff sections, or other organizations that must act<br />
on the decisions it contains and those whose operations or plans it may influence.<br />
Military Briefings ■ 251
252 ■ SECTION 5B<br />
e<br />
CONCLUSION<br />
Mastering the spoken word is essential for all officers. The <strong>Army</strong> expects officers<br />
to master four types of briefings during their careers—information, decision,<br />
mission, and staff briefings. Each follows the same four-step process:<br />
1. Plan: Analyze your situation<br />
2. Prepare: Construct your briefing<br />
3. Execute: Deliver or present the briefing<br />
4. Assess: Follow up.<br />
The decision briefing is the essential and preferred decision making tool for<br />
military leaders. Remember that your audience expects a decision briefing that<br />
clearly presents the information necessary for a sound decision—including logical<br />
solutions and the appropriate level of analysis for weighing possible courses of<br />
action.<br />
Remember: You’ve researched the subject, logically organized the information,<br />
and prepared yourself. You are the expert. Present with confidence. What you say<br />
and how you say it will be major factors in how others assess your leadership.<br />
Learning Assessment<br />
1. Explain why the decision briefing is the most important type of briefing.<br />
2. Define the four types of military briefings.<br />
3. Outline the format for a decision briefing.<br />
4. Explain how each of the four military briefings can be implemented in a<br />
company or battalion training meeting.<br />
5. Describe the four steps you must take to present an effective <strong>Army</strong> briefing.<br />
Key Words<br />
briefing<br />
course of action (COA)
Military Briefings ■ 253<br />
References<br />
Armed Forces Information Service. (1975). The Armed Forces Officer (DoD Gen-36).<br />
Washington, DC.<br />
Field Manual 5-0, <strong>Army</strong> Planning and Orders Production. 20 January 2005.<br />
Student Text 22-2, Writing and Speaking Skills for Leaders at the Organizational Level. August<br />
1998.<br />
Tsouras, P. G., ed. (2000). The Greenhill Book of Military Quotations. Mechanicsburg, PA:<br />
Stackpole Books.