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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.

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