THE DECISION BRIEFING.

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Presentation transcript:

THE DECISION BRIEFING

DECISION BRIEFING EXAMPLE INTRODUCTION Decision Briefing Example Introduction slide is optional but highly recommended. Classification, if needed can be centered at the top & bottom. You can combine this slide with the purpose slide. Nice place for a graphic symbol, unit crest, etc. Greeting - name, rank, etc. Unclassified INTRODUCTION CPT BILL HAMMER Unclassified

DECISION BRIEFING EXAMPLE PURPOSE Decision Briefing Example DECISION BRIEFING EXAMPLE INTRODUCTION Give your audience the purpose of your briefing. The purpose of the decision brief is to get a concurrence or decision. It will either be to get their decision, if they are the decision authority, or to get their concurrence if you’re briefing them to coordinate your recommendation. Introduction slide is optional but highly recommended. Classification, if needed can be centered at the top & bottom. You can combine this slide with the purpose slide. Nice place for a graphic symbol, unit crest, etc. Greeting - name, rank, etc. PURPOSE TO GAIN A DECISION ON THE BEST PERSONAL LASER PRINTER TO PURCHASE

DECISION BRIEFING EXAMPLE PROBLEM STATEMENT Decision Briefing Example DECISION BRIEFING EXAMPLE Stated in the infinitive. Give your audience the purpose of your briefing. It will either be to get their decision, if they are the decision authority, or to get their concurrence if you’re briefing them to coordinate your recommendation. PURPOSE TO GAIN A DECISION ON THE BEST PERSONAL LASER TO PURCHASE Short concise and to the point PROBLEM STATEMENT If you are briefing this you might just say “Sir, Here is the problem statement.” Let Him read it. When He’s finished, He’ll look up or give you some signal to continue. TO DETERMINE THE BEST PERSONAL LASER PRINTER THAT MEETS MY NEEDS, CONSTRAINTS, AND PREFERENCE

DECISION BRIEFING EXAMPLE RECOMMENDATION Decision Briefing Example Here’s the Bluff, Don’t just say COA #. Spell out your recommendation. It’s what you want to happen. You’ve taken a stand. Now the rest of your briefing must be convincing. RECOMMENDATION PURCHASE THE TEXAS INSTRUMENTS MICROWRITER, MODEL PS23, (COA 3)

DECISION BRIEFING EXAMPLE PRIOR COORDINATION Decision Briefing Example Identify all the personnel you coordinated with for this briefing. This is also a good time to introduce your staff if they are with you Mention whether or not those you coordinated with approved or disapproved your recommendation PRIOR COORDINATION LTC SMITH - Concur MAJ PETERSON - Concur MR WELLINGTON - Concur

DECISION BRIEFING EXAMPLE OUTLINE Decision Briefing Example Now give him the roadmap. Tell him what your going to brief him on. “Sir, Here is the outline I’ll follow for the remainder of my briefing. OUTLINE BACKGROUND INFORMATION FACTS ON THE PROBLEM DISCUSSION: COURSES OF ACTION SCREENING CRITERIA SURVIVING COAs EVALUATION CRITERIA ANALYSIS OF COAs COMPARISON OF COA CONCLUSION RESTATED RECOMMENDATION DECISION

DECISION BRIEFING EXAMPLE BACKGROUND Decision Briefing Example This slide provides a lead into the rest of your briefing. Briefly state why the problem exists. BACKGROUND Present printer outdated does not meet current needs. Technological improvements. Prices reduced since last purchase.

FACTS BEARING ON THE PROBLEM DECISION BRIEFING EXAMPLE FACTS Decision Briefing Example List all facts that bear on the problem. Facts are items of information that can be verified. Include known constraints. (The conditions we can not change). Facts can limit the scope of solutions considered. Don’t list every conceivable fact-- just those needed. The facts listed here are only a sample. Additional facts, as required would be listed on continuation slides. FACTS BEARING ON THE PROBLEM CURRENT COMPUTER IS AN IBM LASER PRINTERS IMPROVED CAPABILITIES/ REDUCED COST. GRAPHICS AND FONT CAPABILITIES IS IMPORTANT SOFTWARE CURRENTLY REQUIRES NOT MORE THAN 1MB PRINTER RAM ETC.

DECISION BRIEFING EXAMPLE ASSUMPTIONS Decision Briefing Example Assumptions are conditions or information that we think are true but can’t verify. Only use assumptions crucial to the process. Use when a fact is not available. Don’t try to assume away the problem. Don’t confuse facts and assumptions ASSUMPTIONS FUTURE SOFTWARE PURCHASE MAY REQUIRE 4 MB RAM. FASTER PRINTER SPEED WILL IMPROVE PRODUCTIVITY OPERATING COST WON’T CHANGE A LOT. ETC.

DECISION BRIEFING EXAMPLE COURSES OF ACTION Decision Briefing Example List your COAs. Each COA should be numbered and named. COAs are nothing more than alternatives that might solve the problem. Ensure you have enough COAs so you have at least 3-4 remaining after screening. Don’t list unfeasible COAs COURSES OF ACTION COA 1 (STAR 322) COA 2 (EPSON 32) COA 3 (TI MICROWRITER PS23) COA 4 (APPLE 20) COA 5 (RANGER 2) COA 6 (CAV 123)

DECISION BRIEFING EXAMPLE SCREENING CRITERIA Decision Briefing Example These are “must have” minimum standards that all COAs must pass to resolve the problem. Either a“Go or NO GO” - a Must/Must not have Screening criteria must tie back to your facts or assumptions SCREENING CRITERIA MUST HAVE 1 MB RAM MUST BE IBM COMPATIBLE MUST HAVE LOCAL SALES AND SERVICES ETC

DECISION BRIEFING EXAMPLE SURVIVING COAs Decision Briefing Example List all COA’s marking through those that were screened out. When you brief this slide, be sure you state why each COA was screened out. Example: My COA 4 (Apple 20) was screened out because it was not IBM compatible. SURVIVING COAs COA 1 STAR 322 COA 2 EPSON 23 COA 3 TI MICROWRITER COA 4 APPLE 20 COA 5 RANGER 2 COA 6 CAV 123

DECISION BRIEFING EXAMPLE EVALUATION CRITERIA Decision Briefing Example Evaluation criteria are used to rank order COAs against the desired end state. Always include the “Five Elements” or parts for each of your Evaluation Criteria: Name, Definition, Unit of Measure, Benchmark(Threshold), and Preferred Direction (Formula) Criteria that are were used as screening criteria may also be used as evaluation criteria. EVALUATION CRITERIA EXAMPLE: Short Title: Cost Definition: THE TOTAL COST REQUIRED TO PURCHASE THE PRINTER . Unit of Measure: MEASURED IN DOLLARS . Benchmark: IS $800.00 Formula: LESS IS BETTER. LESS THAN $800.00 IS AN ADVANTAGE, GREATER THAN $800.00 IS A DISADVANTAGE. WEIGHT: 5.20

WHAT MAKES GOOD CRITERIA Based on Commander’s Guidance Measurable standard Preference is for objective numerical count Compare COA to standard – not COAs against each other Established SOP or doctrine based Evaluates quality of COA i.e. number of ground rods is easy to measure, but does not help determine best COA Cost, time, speed, distance, span of control, flexibility, etc. Benchmark must be based in Reasoning – leader applies personal experience Historical Data – based on what has been known to happen Current Allocation – existing conditions Averaging – mathematical average of remaining COAs - least preferred method

DECISION BRIEFING EXAMPLE ANALYSIS OF COAs Decision Briefing Example List the advantages and disadvantages for each COAs based on your eval criteria and benchmarks. If it meets or exceeds the benchmark it is an advantage. If not, then it’s a disadvantage. ANALYSIS OF COAs COA 1 STAR 322 ADVANTAGES Cost: $700.00 Memory expandability: 7 MB Operating Cost: $0 DISADVANTAGES Postscript upgrade cost Standard memory 1MB Speed 5 ppm

DECISION BRIEFING EXAMPLE ANALYSIS OF COAs (CONT) Decision Briefing Example Decision Briefing Example ANALYSIS OF COAs ANALYSIS OF COAs COA 2 EPSON 32 COA 3 TI MICROWRITER PS23 ADVANTAGES ADVANTAGES • Cost: $650.00 • Postscript Upgrade $0.01 • Memory expandability: 5 MB • Memory expandability: 4 MB • Operating Cost: $0 • Standard memory 2 MB DISADVANTAGES DISADVANTAGES • Postscript upgrade cost $430.00 • Cost $ 968.00 • Standard memory 1MB • Speed 5ppm

DECISION BRIEFING EXAMPLE COMPARISON OF COAs Decision Briefing Example Comparison of COAs is also simple once you’ve completed your decision matrix. Here’s one technique you can use to brief it. > Means “Better Than” = Means “The Same As” Just like analysis, don’t brief using your decision matrix. However, do have it available as backup in case you’re asked to show it. Note: Include the “weights” for each criteria right of the slide. It prevents having to refer back to the DECMAT. Note: Also Include the raw data in the briefing slide so my audience doesn’t have to try to remember the details. It’s a technique. DO A COMPARISON FOR ALL EVALUATION CRITERIA. COMPARISON OF COAs EVALUATION CRITERIA COST (<$800.00) WT: 5:20 COA 2, EPSON ($658.00) > COA1, STAR ($700.00) > COA3, TI PS23 ($958.00) POST-SCRIPT UPGRADE (<$300.00) WT: 3:20 COA 3 TI PS23 ($0.01) > COA2 EPSON ($430.00) > COA1 STAR ($460.) STD MEMORY (>2 mbs) WT: 2.75 COA 3 > TI PS23 (2MB) = COA 2 EPSON (2 MB)> COA 1 STAR (1 MB)

DECISION BRIEFING EXAMPLE DECMAT RULES Decision-Maker may ask to see your Decision Matrix. At the point of your Comparison of Courses of Action you should be using a ”Weighted” DECMAT. Identify your matrices throughout the briefing as either Raw Data, Relative Values or Weighted. Always label COAs and Criteria by short title Label matrix as More or Less is better Don’t include matrix in the body of your brief Have consistency ratio and sensitivity analysis data readily available DECISION MATRIX SPEED PER PAGE MEM EXP COST TOTAL WEIGHT 3 2 1 STAR LS-5EX 2 (6) 3 (6) 1(1) 13 EPSON 1500 1 (3) 1(2) 3(3) 8 TI PS23 3 (9) 2 (4) 2(2) 15 NOTES: OPTIMAL STRATEGY IS COA 3 WEIGHTED DECISION MATRIX MORE IS BETTER RAW DATA

DECISION BRIEFING EXAMPLE CONCLUSION Decision Briefing Example You must have a conclusion slide. Summarize analysis. State the clinching argument. The conclusion must answer: Which COA is best to Answer the problem of ...... Because..... Decision Matrix must support conclusions. Ask for Questions Now Sir, Do you have any questions ??????? CONCLUSION COA 3 THE TI PS 23 IS CLEARLY THE BEST PERSONAL LASER FOR ME TO PURCHASE. ALTHOUGH It's MORE EXPENSIVE INITIALLY, IT COMPARES VERY FAVORABLY IN STANDARD MEMORY, AND EXTREMELY FAVORABLY IN It's LOW POSTSCRIPT UPGRADE COST.

DECISION BRIEFING EXAMPLE RECOMMENDATION Decision Briefing Example After Questions: Restate Recommendation as a complete sentence. Ask for his decision forcefully. Ask him to sign the implementing memo. Thank him. Salute. Leave AIRBORNE!! RECOMMENDATION PURCHASE THE TEXAS INSTRUMENTS MICROWRITER MODEL PS 23, (COA 3)

Understand your problem, find solutions, analyze solutions, be able to communicate why you are recommending the solution.

Summary Problem defined APSM Components Practical Application Decision Brief

Questions?

Conclusion “Poor execution can render the most brilliant concept null and void, but the most magnificent execution can rarely offset the deadweight of a flawed concept.” GEN W.E. Depuy, USA, Retired