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Adaptive Planning & Execution (APEX) PowerPoint PPT Presentation


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Adaptive Planning & Execution (APEX). The Problem. Traditional deliberate planning is insufficiently responsive and relevant to the demands of today’s dynamic security environment. The 24-month deliberate planning cycle – too long (think speed)

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Adaptive Planning & Execution

(APEX)


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The Problem

Traditional deliberate planning is insufficiently responsive and relevant to the demands of today’s dynamic security environment

  • The 24-month deliberate planning cycle – too long (think speed)

  • Plans “static” and difficult to adapt – need flexibility and periodic updating to stay relevant (think flexibility)

  • Plans one-dimensional – need multiple options

  • Too little SECDEF influence, too late in planning cycle

  • Feasibility analysis time consuming and too late in the process

  • No technology to support ongoing collaboration – horizontally and vertically


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Adaptive Planning and Execution

The joint capability to create and revise situationally relevant plans rapidly and to a high level of quality, as circumstances require

  • DoD initiative to transform the way we plan and execute Joint Operations :

    • Better plans, with more options, more quickly; more SecDef interaction with planning

    • Keep plans relevant in a rapidly changing environment; adapt plans for execution

    • Leverage technology to maximize planner intellectual effort (art) and minimize the labor intensive effort (science)


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Detailed Feasibility Analysis

Done Late in Process

t

t

Transforming The Way We Plan (speed)

Go from here….

  • Sequential planning by echelon

  • Periodic collaboration in physical space

To here….

Detailed Feasibility Analysis Done Early in the Process

  • Process jump-started by detailed, clear guidance – up front

  • Planning benefits from iterative discussions between SECDEF and combatant commanders

  • Near-parallel planning across echelons

  • Continual collaboration in virtual space


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…To Here

OPLAN 9999A

OPLAN 9999B

OPLAN 9999C

Multiple Courses of Action with Multiple Branches

Transforming The Way We Plan (flexibility)

Go From Here...

Branch Plan 1

Base Plan(1 COA)

OPLAN 9999

Branch Plan 2

Single Course of Action with One or Two Branches

Threat/Forces-Based

Capabilities-Based


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Past

Deliberate Planning

Crisis Action Planning

E

X

E

C

U

T

I

O

N

Contingency Planning

Crisis Action Planning

Today

Common AP process and collaborative tools

Near

Crisis Action Planning

Contingency Planning

Common AP process, collaborative tools, databases, and info grid

Future

Adaptive Planning

Seamless, “End-to-End” Planning & Execution

Future

Transform Operational Planning


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Background

ADAPTIVE PLANNING ROADMAP II

(Focused on implementation was issued Feb 2008)


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CJCSM 3122.01

  • J3 Publishes CJCSM 3122.01A, Joint Operation Planning and Execution System (JOPES) Volume I (Planning Policies and Procedures, 29 September 2006

  • Introduces Adaptive Planning

    • Changes Deliberate Planning to Contingency Planning

    • Outlines Process and Procedures


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Strategic

Concept

Plan

Plan Assessment

Guidance

Development

Development

(Refine, Adapt, Terminate, Execute)

IPR

IPR

IPR

Contingency and Crisis Action Planning

Situational Awareness

Situational Awareness

Operational

Operational

Planning

Planning

Activities

Activities

Execution

Execution

Strategic

Strategic

Concept

Concept

Plan

Plan

Plan Assessment

Plan Assessment

Planning

Planning

Guidance

Guidance

Development

Development

Development

Development

(Refine, Adapt, Terminate, Execute)

(Refine, Adapt, Terminate, Execute)

Functions

Functions

Six Month Review Cycle

Six Month Review Cycle

Base Plan (BPLAN)

Base Plan (BPLAN)

Approved

Approved

Approved

Approved

Approved

Approved

Concept Plan (CONPLAN)

Concept Plan (CONPLAN)

Concept

Concept

Plan

Plan

Mission

Mission

Operation Plan (OPLAN)

Operation Plan (OPLAN)

Products

Products

Execute

Execute

Order

Order

Warning

Warning

Planning

Planning

Operation

Operation

Alert

Alert

Order

Order

Order

Order

Order

Order

Order

Order

Deployment

Deployment

Order

Order


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JOINT APEX PROCESS

RAT – E

R efine

A dapt

T erminate

E xecute


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Goal

  • Joint Staff J-3 oversight (in concert with JS J-7 and coordination with Joint Planning and Execution Community (JPEC) ) of Adaptive Planning Roadmap 2007

    • Adaptive Planning (AP) Roadmap (Version 2 ~ 2007) defines Adaptive Planning Implementation Stage

      • Based on Contingency Planning achieving “Living Plan” vision outlined in AP Roadmap 2005 {AP Roadmap 2005 defines the Initiation Stage}

      • Implementation Stage “. . . focuses on achieving seamless transition between deliberate Contingency Planning (CP) and Crisis Planning”

        • “This transition will establish processes, procedures, and doctrine to facilitate the hand-off between deliberate contingency and crisis planning.” *

        • “As a goal of the Implementation Stage, Military Departments and Joint schools will begin producing a steady stream of officers, trained and educated in AP.” *

        • “The revised Roadmap will describe modifications and changes to P3T {Process, Products, People and Tools} identified in Initiation Stage.” *

In course of transition,

Crisis Action Planning (CAP) with no plan initiation must be addressed

* Source document: Adaptive Planning Roadmap 2005, page 10, subparagraph 3.3, “The Implementation Stage”


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What’s Been Done (from Log AP perspective)

  • Formal standup of APEX Logistics Working Group

  • Logistics Governance Structure

  • APEX POAM complete

  • Planning Joint Logistics Support Pub

    • Documents agreed upon process

  • Tools in development

    • Joint Force Toolkit (demo videotaped and on the CoP)

    • Joint Medical Analysis Tool

    • Joint Engineering Planning and Execution System

    • Joint Logistics Analysis Tool (demo later in conference)

    • Way-ahead is for tools to reside in GCSS-J Logistics Planning Module


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IPR A

IPR C

IPR F

Step III – Plan

Development

Step I – Strategic Guidance

Step II – Concept Development

GEF / GDF

JSCP Mob + Log Anx

Infrastructure

HNS Agreements

PLANORD

Apportioned Forces

Theater

Log Overview /

Preferred Forces

Draft Dist

Network

JOA-Focused

Msn Analysis /

Modeling

Log C2

Integrated

Estimate

Force Flow

Matrix

Frameworks

Sourced

Forces

Theater

Logistics

Analysis

Concept of

Logistics

Support

(COLS)

Development

COA

COLS

Refinement

Plan

COLS

Validation

LSA Framework

LSA

Theater Log

Overview

Log Sync Matrix

Log C2 Laydown

Log Sync Matrix

Framework

Draft Distro

Network

TDP

Integrated

Functional Est

Log Capability

Shortfalls

Logistics

CCIR

CSA Spt Plans

Draft RFF

CON Spt Plans

Force Flow

Strawman

TPFDD

Development

TPFDD

Refinement

J2 / 3 / 5

J2 / 3 / 5 / 7

J2 / 3 / 5

AOR Situational Awareness

Inform Execution

Integrated Estimate of Concept of Logistics Support

Planning Detail Level (2 / 4 / 6) Increases as Planning Level Increases (1-4)

APEX Joint Logistics Planning Process

JOA-Focused

Msn Analysis

Initial

Modeling

SUP

CON

ENG

FHP

DIST

MAINT

L-SVC


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Still to be done

  • Complete Planning Joint Logistics Support (PJLS) Pub

    • All 6 Logistics JCAs incorporated/integrated in order to develop a Joint Concept of Logistics Support

      • Theater Distribution Plan

      • Theater Logistics Overview

      • Logistics Supportability Analysis

      • Logistics Synchronization Matrix

      • Contractor Support Plan

  • Conduct Gap Analysis/Implementation Plan

  • Develop an objective matrix to rate tools

    • Align Doctrine-process-tasks


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Readiness as a Central Logistics Metric

Freedom of Actionfor the

Joint Force Commander

  • Sustained Logistics Readiness

    • Required resources at the right time & place

  • Integrated Logistics Capabilities

    • Logistics expanding operational opportunities

  • Shared Resources

    • Most effective delivery of logistics at best value


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What is Readiness?

Readiness is having the capability to do something!

Assigned Mission or METL

---------as viewed from--------

COCOM-Level

JTF-Level

Service-Level

Unit-Level

Platform-Level

USA

USAF

USN

USMC


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APEX Envisions a Continual Readiness Assessment

POTUS

Wholesale

Systems

National

Security

Stragy

Defense

Strategy

Theater

Intel

SecDef

Strategic

Direction

Services

Logistics

Systems

Nat’l

Intel

Defense

Logistics

Systems

Defense

Intelligence

System

Retail

Systems

Allied

Intel

COCOM

“Living Plans”

AMC

US

Army

Defense

Transportation

System

Defense

Readiness

System

TRANSCOM

US

Navy

Global

Force

Mgmt

MSC

SDDC

OCS

US

Marine

Corps

US

Air

Force

GCSS - ?

Process Investigation Not Initiated

Process Investigation Initiated

Process Investigated


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