1. REVIEW AND ANALYSIS (R&A)
SHOW SLIDE 1: REVIEW AND ANALYSIS (R&A)
SECTION I. : REVIEW AND ANALYSIS (R&A)
ADMINISTRATIVE DATA
All Courses Including This Lesson
Course Number Version Course Title
01 Planning Programming Budget & Execution Course (PPBE)
Task(s) Task Number Individual
Taught (*) or
Academic Hours
The academic hours required to teach this lesson are as follows:
Resident
Hours/Methods
Academic Hours/Method
0.0 hrs Introduction/Conference Discussion
2.0 hrs Conference Discussion
0.0 hrs Summary
2.0 hrs Total Time
Test Lesson Number
Testing (to include test review)
Hours -0 hrs
Lesson Number -
Prerequisite Lesson(s)
Lesson Number
Lesson Title
Identify key concepts of R&A
Security Level: Unclassified
Requirements: There are no clearance or access requirements for the lesson.
Foreign Disclosure Restrictions
FD5. This product/publication has been reviewed by the product developers in coordination with the Fort Jackson Soldier Support Institute foreign disclosure authority. This product is releasable to students from all requesting foreign countries without restrictions.
Instructor Requirements
Must meet physical qualifications IAW AR
Materials Required
Instructor Materials:
Lesson plan slides and Manpower Management Summary Sheet
Student Materials:
Manpower Management Summary Sheet
Classroom, Training Area, and Range Requirements
General Purpose Classroom - 25 Seats
Instructional Guidance
Note: Before presenting this lesson, instructors must thoroughly prepare by studying this lesson and identified reference material.
Also, provide the students with situational awareness of the Operational Environment (OE) variables and actors.
Proponent Lesson Plan Approvals
Name Rank Position Date
Harris, Norman CTR Writer/Developer xx-xxx-xxxx
Bonig, Reid GS-12 Chief - FMITD xx-xxx-xxxx
Davis, Bobby LTC FM-DOT xx-xxx-xxxx
Zellars, Eric COL Commandant xx-xxx-xxxx
NOTE: Incorporate the political, military, economic, social, information, infrastructure, and physical environment and time (PMESII&PT) into each lesson and classroom work as appropriate. Instructor will illustrate them with appropriate examples from the Current Operating Environment (COE) as it pertains to the lesson.
Motivator: As a resource manager, it is important to know where and how your organization fits into Planning, Programming, Budgeting and Execution process.
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2. Terminal Learning Objective
Action:
Conditions:
Standard:
Identify key concepts of Review and Analysis (R&A)
Given a summary sheet containing AR 5-1, AR 5-2, AR 5-3, & AR 5-4, and slides.
With 80% accuracy:
Identify key concepts of R&A and their relationship to installation programs; R&A responsibilities of the Director of Resource Management (DRM) and the installation staff; the purpose of R&A and the reasons for implementing an R&A program; phases of the R&A cycle; and advantages and disadvantages associated with statistical presentations of R&A
SHOW SLIDE 2: STATE TERMINAL LEARNING OBJECTIVE
Safety Requirements:  Everyone is responsible for safety. A thorough risk assessment must be completed prior to every mission or operation.
Risk Assessment Level: Low
Environmental Considerations: NOTE: It is the responsibility of all Soldiers and DA civilians to protect the environment from damage.
Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects.
Evaluation: Students will take a comprehensive test at the end of Week 1. Students must score 80% or higher and International officers must score 70% or higher.
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3. FINANCIAL MANAGEMENT SCHOOL
“If we could first know where we are and whither we are tending, we could better judge what to do and how to do it.”
Abraham Lincoln
SHOW SLIDE 3: Abraham Lincoln
Quote from Abraham Lincoln
Saying - need to know where we are and where we are going.
Review and analysis is all about the need for information about your own organization in order to make better decisions.
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4. FINANCIAL MANAGEMENT SCHOOL
What is R&A?
Process of evaluating how well an organization is meeting its goals and objectives
Process of periodic appraisal and evaluation of standards and trends
SHOW SLIDE 4: What is R&A?
Note: Refer students to the Review and Analysis Summary Sheet page1, paragraph 2.
Read 1st bullet
Read 2ns bullet – Consists of reviewing all facts and looking for deficiencies / excellence and trends
- So it’s not just to fid out what we are doing wrong (shortfalls).
- It’s also used to find out what we are doing right and then share the information to those that have problems with that area.
My experience with periodic appraisal is “things that get checked are what get done”
We all have been there – “hey go find out what they are checking and get an inspection checklist from them” – make sure we are good.
An example of why do a R&A – If you have a goal of a 95% or rate
CDR wants to know if you are meeting it
- If not – why- Problem with the part request system / training
- If someone is meeting it – why are they and not everyone else – have they found a better way of doing it?
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5. Meaningful information
Purpose of R&A
TO PROVIDE
Meaningful information 12
& 9 3 6
SHOW SLIDE 5: Purpose of R&A
The primary purpose of R&A is to provide timely and meaningful information to decision makers / commanders
As far as timely – you don’t want to wait until the end of the year
Meaningful information – Don’t just throw up a slide with a bunch of numbers on it – conduct an analysis and make a recommendation
R&A also provides commanders with information on the progress made toward mission objectives.
to the
Commander
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6. FINANCIAL MANAGEMENT SCHOOL
Why Conduct a R&A
To improve planning and execution.
To facilitate managerial control.
To monitor effectiveness and efficiency of command programs.
To balance resources.
SHOW SLIDE 6: Why Conduct a R&A
Why do a R&A:
Bullet 1 - You want to know how you are doing
Bullet 2 - Through formal periodic feedback
Bullet 4 - See who’s spending their money properly - maybe somebody got shorted and we need to spread the wealth
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7. FINANCIAL MANAGEMENT SCHOOL
Fundamental Concepts
of R&A
Conducted at every echelon.
Continuous process.
Staff is responsible for assisting the Commander.
“Management by Exception”:
Highlight only those activities in which significant deviations and critical problems have a direct bearing on the execution of the mission.
SHOW SLIDE 7: Fundamental Concepts of R&A
Bullet 1 – Every level conducts inspections
Bullet 3 – Since the CDR isn’t an expert in every area
- The staff offices help CDR decide what is important to review
Bullet 4 – Focus time on problem children
- Downside – constantly focusing on negative side / topics
- You only have so much time
- So you focus on the things that are not the norm
- The exceptions – the problems
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8. FINANCIAL MANAGEMENT SCHOOL
R&A Responsibilities
Installation Commander:
Provides guidance.
DRM:
Management Analysis Division
Coordinates and manages the R&A program.
Major Activity Directorates (MADs):
Provide input for the R&A program.
SHOW SLIDE 8: R&A Responsibilities
Bullet 1 - Ultimately responsible - gives guidance on what they want reviewed
Bullet 2 - The Principal coordinator of review and analysis
Bullet 3 - Knows what is going on in their directorates
- Should know the weaknesses / problems post wide that affect them and be able to provide advice to the commander on those issues
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9. FINANCIAL MANAGEMENT SCHOOL
Phases of R&A
Planning
Review past commitments
Confer with the commander
Preparation
Prepare like units in same formats
Presentation
Oral presentation
Publication
Report/Follow up
Ensure compliance
SHOW SLIDE 9: Phases of R&A
4 Phases – we will discuss some tips for each phase
Planning
Start working on planning phase as soon as the last one is done.
Review past commitments – What did the boss ask last time?
Confer with the commander and have him confirm what the wants reviewed.
Preparation
Prepare like units in like formats – make everything the same – charts, data
- Ever have a CDR say “I’m confused – What is this telling me?”
- “Is this saying the same as what the last guy briefed?”
Presentation
It generally takes two formats:
- First an oral presentation to the installation commander
- Second the publication of the quarterly review data into a command performance summary
Follow Up
Once you have the CDR’s guidance or directed actions – you need to follow up and ensure that you are in compliance.
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10. FINANCIAL MANAGEMENT SCHOOL
Common Problems
Data selection
Too much detail
Failure to review standards
Presentation of favorable information only
SHOW SLIDE 10: Common Problems
Some common problems with the way data is presented
Bullet 1 - People often present data based upon how easy it is to obtain rather than its relevance
Bullet 2 - Keep it simple - “What does this tell me”?
Bullet 3 - Not knowing what you are supposed to be measured against - Did you review the performance factors.
Bullet 4 - You might view it as CYA - but then the CDR is maybe not allocating proper resources to your area or situation to fix what is really wrong
- So in other words - present the whole picture
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11. FINANCIAL MANAGEMENT SCHOOL
Summary
What Evaluates progress and deficiencies.
Why Provides timely and meaningful
information to the Commander.
When - Continuously.
Who Everyone’s business (DRM has the lead).
How Effective planning and presentation
of issues.
SHOW SLIDE 11: Summary
“Why” is also the purpose of a review and analysis
“When” is normally held quarterly
Under “How” – we use MBE
- What is Management by exception
- Highlight only those activities in which significant deviations and critical problems have a direct bearing on the execution of the mission.
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12. Check On Learning
True / False. One of the purposes of a Review and Analysis is to provide timely information
True / False. Getting unnecessary and useless information is a purpose of Review and Analysis.
Q. How many phases are there in Review and Analysis? What are they?
True / False. Management by Exception encourages a review of ALL activities .
True / False. One reason to conduct a Review and Analysis is to monitor effectiveness of command programs.
Check on Learning
NOTE: Conduct a check on Learning
Q. What method is use to determine the best mix of forces needed to meet an anticipated threat influenced by guidance (DPG and TAP) and Senior Army Leadership.
Total Army Analysis
Q. Each unit in the Army has its own what? (there are four of them)
A: Mission, Structure, Personnel, and Equipment

13. Terminal Learning Objective
Action:
Conditions:
Standard:
Identify key concepts of Review and Analysis (R&A)
Given a summary sheet containing AR 5-1, AR 5-2, AR 5-3, & AR 5-4, and slides.
With 80% accuracy:
Identify key concepts of R&A and their relationship to installation programs; R&A responsibilities of the Director of Resource Management (DRM) and the installation staff; the purpose of R&A and the reasons for implementing an R&A program; phases of the R&A cycle; and advantages and disadvantages associated with statistical presentations of R&A
SHOW SLIDE 12: Terminal Learning Objective
2 questions on exam
Know summary slide
Know what definition of management by exception is
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FINANCIAL MANAGEMENT SCHOOL