1. MORS Analytic Agenda Conference Working Brief As of: September 15, 2009

2. Purpose/Agenda
Purpose: Describe the concept for a MORS conference on the Analytic Agenda
Agenda:
Conference overview
Opening plenary
Analytic Agenda Deep Dives
Special topics
Closing plenary
Admin/logistics

3. MORS Analytic Agenda Conference Overview
Title: Analytic Agenda Way Ahead
Date: March 1-4, 2010
Co-Chairs: Al Sweetser and COL Steve Charbonneau
Location: Northrop Grumman Heritage Conference Center, Chantilly, VA
Objectives:
Broaden understanding of attendees on Analytic Agenda processes and products
Develop recommendations for improvement
Classification: SECRET REL ACGU (all sessions); an unclassified report will be produced
Proposed schedule:
Monday
Tuesday
Wednesday
Thursday PM AM
Tutorials
Analytic Agenda Overview
Policy
Joint Staff
PA&E
JDS user’s guide
Development Planning
Plenary
Policy/JS/ PA&E panel
Service panel
COCOM panel
Analytic Agenda Deep Dives
Study admin
Warfight DPS/MSFD
SSSP/ISP Analysis
Homeland Defense Tools
IW Metrics
Data
Special Topics
Data/Tools mgmt/VV&A
C4ISR/IO/EW analysis
Development planning
Interagency collaboration
Outbriefs
Deep Dive WGs
Special topic WGs
Synthesis WG

4. Organizing Committee Chairs: Al Sweetser, COL Steve Charbonneau
Host Organization Rep: Richard Miller, NGC
Sponsors:
CAPE: Jim Bexfield
JS: Lisa Disbrow
Services: John Robertson (Army), Tom Neal (Navy), Mike Bailey (USMC), Joe Seidl & Mary Cerniglia-Mosher (USAF)
JCS: COL Steve Charbonneau
Bulldog: Royce Reiss
Working Group Chairs: See next slide

5. Key Personnel/Working Group Leads
Chair
Co-Chair
Tutorial
Mike Wilmer, BAH
Plenary
CAPT Tom Neal, USN N81
WG 1: Warfight
COL Steve Charbonneau, JS J8
MAJ Eric Murphy, JS J8
WG 2: SSSP/ISP
John Robertson, G8
WG 3: Homeland Defense/Defense Support to Civil Authorities
TBD
WG 4: Irregular Warfare
LtCol Kirsten Messer, CAPE
WG 5: Data/Tools/VV&A
WG 6: C4ISR/EW/IO
Norm Yarbrough, OSD NII
Joe Seidl, USAF A9
WG 7: Development Planning
Peter Lierni, OSD AT&L
WG 8: Inter-agency/International collaboration
Mary Cerniglia-Mosher, USAF A9
Synthesis
Annie Patenaude, BAH

6. Monday, March 1, 2010: Opening Tutorials
Organizer: Mike Wilmer, BAH
Tentative schedule:
1300: Policy overview/Defense Planning Scenarios
1340: JS overview/Multi-Service Force Deployment Data
1420: Break
1430: CAPE overview/Future Year Analytic Baselines
1515: JDS overview/Data management and Tools
1600: AT&L overview/Development Planning

7. Tuesday, March 2, 2010: Opening Plenary
Organizer: CAPT Tom Neal, N81
Tentative schedule:
0800: Sponsor’s welcome (PA&E and Joint Staff)/Admin announcements
0830 Keynote speaker: TBD
0915 Break
Panel discussions
0930: Policy/Joint Staff/PA&E perspective
1030: Service/SOCOM perspective
1130: COCOM/other DoD perspectives (NORTHCOM?, AT&L?, etc.)
Each panel begins with presenter highlighting:
How does my organization participate in the Analytic Agenda?
How does my organization use Analytic Agenda products?
What are my recommendations to improve Analytic Agenda processes and products?
Q&A follows each group of presenters

8. Plenary Speaker Bio’s
Mr. Jim Bexfield, FS, is the Director of the Study and Analytical Support Division of the Office of Cost Assessment and Program Evaluation (CAPE) in the Office of the Secretary of Defense. He supervises the Studies and Analyses Center, which provides analytical support to all of PA&E; and the Joint Data Support (JDS) office, which collects data to support campaign analyses for the DoD. He is the U.S. representative to the Joint Concepts and Analysis Panel in The Technical Cooperation Program (TTCP). Previously he was an analyst with the Institute for Defense Analyses and served in the United States Air Force. During his 23-year career in the Air Force he specialized in operations research, which included serving as Chief Analyst, Air Force Studies and Analyses. In this position, he was the principal military consultant to the general officer who provided analytical support to the Chief of Staff and the Secretary of the Air Force. Mr. Bexfield has been active in the Military Operations Research Society, serving as its president in In 1993 he was elected a Fellow of the Society and in 1994 he received the Vance R. Wanner award.
Lisa Disbrow
Keynote speaker

9. Analytic Agenda Deep Dives
Timing: end of opening plenary to mid-day Wed
Topics/leads
Warfight; lead J8 WAD
SSSP/ISP; lead Army
Homeland Defense; lead TBD
Irregular Warfare; lead CAPE
Potential questions for discussion:
Review DPS: what were the DPS challenges? Was the range of military options explored within the DPS? How can this be addressed? Were significant risks to the defense strategy omitted when a single challenge was selected for MSFD development? How can that risk be mitigated?
Review MSFD: describe red/blue/green forces & CONOPS; were there strategy gaps in the DPS that had to be addressed in the MSFD or could not be addressed in the MSFD development? What were they? How do we preclude that from happening?
Review Analytical Baseline: were there gaps in the MSFD that had to be addressed in the study? What were they? Were there data sets that were missing that should/could have been included? What were the tools & metrics used? What was the review process? What insights were obtained? What excursions were assessed & why? How could the analysis have been improved?
Downstream use: present examples of the subsequent use of this DPS/MSFD/Analytical Baseline; how well did the Analytic Agenda process support CONOPS and capabilities development or programming? How can we improve the feedback mechanism of the Analytic Agenda

10. WG1, Warfight - Charter and Approach
Chair: COL Steve Charbonneau, JS J-8
Co-Chair: Maj Eric Murphy, JS J-8
Synthesis members:
Mission
Approach
Goals

11. WG 1, Warfight – Draft Schedule
Tues PM
Wed AM

12. WG 2, SSSP/ISP - Charter and Approach
Chair: John Robertson
Co-Chair:
Synthesis members:
Mission
Approach
Goals

13. WG 2, SSSP/ISP – Draft Schedule
Tues PM
Wed AM

14. WG 3: Homeland Defense/Defense Support to Civil Authorities - Charter and Approach
Chair: TBD
Co-Chair: TBD
Synthesis members:
Mission
Approach
Goals

15. WG 3: Homeland Defense/Defense Support to Civil Authorities – Draft Schedule
Tues PM
Wed AM

16. WG 4: Irregular Warfare - Charter and Approach
Chair: Lt Col Kirsten Messer
Co-Chair:
Synthesis members:
Mission
Approach
Goals

17. WG 4: Irregular Warfare – Draft Schedule
Tues PM
Wed AM

18. Special Topics Timing: mid-day Wed to mid-day Thurs
Topics/leads/agendas
Data/Tools mgmt/VV&A/phenomenology: lead TBD
How can JDS improve support to the Analytic Agenda and DoD?
C4ISR/IO/EW analysis: lead NII; co-lead A9
How can studies better incorporate these capabilities and their effects into analysis?
Development planning: lead AT&L
How can the Analytic Agenda support early development of new acquisition programs?
How would consideration of new capabilities in development affect Analytic Agenda processes?
Interagency collaboration: Lead A9; co-lead DHS?
How can interagency participation in Analytic Agenda processes be improved?
How can representation of interagency capabilities be improved?
Should there be an interagency Analytic Agenda?

19. WG 5, Data/Tools/VV&A - Charter and Approach
Chair:
Co-Chair:
Synthesis members:
Mission
Approach
Goals

20. WG 5, Data/Tools/VV&A - Charter and Approach
Wed PM
Thurs AM

21. WG 6: C4ISR/EW/IO - Charter and Approach
Chair: Norm Yarbrough, OSD NII
Co-Chair:
Synthesis members:
Mission
Approach
Goals

22. WG 6, Warfight – Draft Schedule
Wed PM
Thurs AM

23. WG 7: Development Planning – Charter and Approach
Chair: Peter Lierni
Co-Chair:
Synthesis members:
Mission
Approach
Goals

24. WG 7: Development Planning – Draft Schedule
Tues PM
Wed AM

25. WG 8: Inter-agency/International collaboration - Charter and Approach
Chair: Mary Cerniglia-Mosher
Co-Chair:
Synthesis members:
Mission
Approach
Goals

26. WG 8: Inter-agency/International collaboration – Draft Schedule
Wed PM
Thurs AM

27. Plan for Synthesis Group
Members/assignments
Approach
Attendee survey?

28. Plenary Session Thursday 1300-1700
1250 Introductory remarks: Chair/Co-Chair
Synthesis group outbrief
1330 WG 1 outbrief
1345 WG 2 outbrief
1400 WG 3 outbrief
1445 WG 4 outbrief
1500 Q&A for WGs 1-4
1520 break
1530 WG 5 outbrief
1545 WG 6 outbrief
1600 WG 7 outbrief
1615 WG 8 outbrief
1630 Q&A for WGs 5-8
1650 Recognitions & Sponsor’s concluding remarks

29. Logistics/Admin Site POC: Richard H. Miller (richard.miller@ngc.com)
Site layout:

30. Logistics/Admin – Room Assignments
Tutorial/Opening & closing plenary: Freedom Auditorium (capacity?)
MORS Office
WG 1:
WG 2:
WG 3:
WG 4:
WG 5:
WG 6:
WG 7:
WG 8:
Synthesis:

31. Logistics/Admin Requirement: Catering for morning & afternoon breaks
MORS POC: Colette to make arrangements (contract) directly
Lunches
Working groups will plan on 60 minute lunch breaks
Workshop attendees lunch as individuals
Pls provide some details on lunch options
Mixer?
MORS POC: Colette to make arrangements
Is this part of the conference?

32. Logistics/Admin IT support? Pls provide details Hardware Log-in
Ability to classified presentations to site?
Procedure for obtaining conference electronic files?
Security issues
Disposal of classified paper?
Process to take classified notes?
Processing of clearances
Foreign Visitors
US Visitors

33. Logistics/Admin Disclosure forms needed for all presentations Plenary
Working groups
WGs that are unclassified: NONE
MORS Office will make copies of WG agendas and distribute to all attendees
Working group chairs need to work with the MORS Office to ensure the people you want are invited
Provide addresses so MORS office can send information or
You may want to them and suggest that they go to the MORS website for an application (

34. Disclosure Forms Received in the MORS Office As of:
Name, presentation

35. Workshop Products
An executive summary addressing the findings, conclusions, and recommendations
Common issues of concern among participants
Potential solutions in terms of tools, methods, and data
Proposals for future collaboration on analysis and development of tools, methods, and data
A PHALANX article
A proceedings document containing the summaries of all sessions and copies of appropriate briefing slides and presentations (unclassified)
Will need scripted out-brief from the Working Group Chairs about 30 days after workshop
Coordination/writing session Friday after the workshop for group leads

36. Attendance Status So, xx people have indicated they plan to attend
Allies/Non-DoD
United Kingdom #
Canada #
Australia #
DHS #
Total: ##
By Work Group
Program Staff #
Synthesis 7
WG 1: 39
WG 2: 19
WG 3: 27
WG 4: 13
Plenary Only 2
Others 5
Grand Total 114 US
OSD #
JS #
Army #
Navy #
USAF #
COCOMs #

37. Logistics/Admin – VIP Attendees
Name, Session attending
VIP parking?

38. Site Issues – Hotels / Transportation
MORS Hotel
MORS Office has arranged for xx to be the workshop headquarters hotel
Bus or shuttles?

39. Hot Actions WG action plans Synthesis group action plan
Confirm panel participants for opening plenary
Identify/invite keynote speaker
Update TOR
Develop PHALANX article
How do we deal with issues not easily binned – lunchtime hot topics?
Unclassified scenarios?
Use of AB products across DoD?
Hybrid warfare?