1. Adaptive Planning & Execution
(APEX)

2. 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

3. 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)

4. Transforming The Way We Plan (speed)
Go from here….
Sequential planning by echelon
Periodic collaboration in physical space
Detailed Feasibility Analysis
Done Late in Process
To here…. t
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

5. Transforming The Way We Plan (flexibility)
Go From Here...
Multiple Courses of Action with Multiple Branches
…To Here
OPLAN 9999A
OPLAN 9999B
OPLAN 9999C
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

6. Transform Operational Planning
Deliberate Planning
Crisis Action Planning
Past E X C U T I O N
Contingency Planning
Crisis Action Planning
Common AP process and collaborative tools
Today
Common AP process, collaborative tools, databases, and info grid
Near
Future
Contingency Planning
Crisis Action Planning
Adaptive Planning
Seamless, “End-to-End” Planning & Execution
Future

7. Background ADAPTIVE PLANNING ROADMAP II
(Focused on implementation was issued Feb 2008)

8. CJCSM
J3 Publishes CJCSM A, 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

9. Contingency and Crisis Action Planning
Situational Awareness
Situational Awareness
Operational
Operational
Planning
Planning
Activities
Activities
Execution
Execution
Strategic
Guidance
Concept
Development
Plan
Plan Assessment
(Refine, Adapt, Terminate, Execute)
Planning
Planning
Strategic
Strategic
Concept
Concept
Plan
Plan
Plan Assessment
Plan Assessment
Functions
Functions
Guidance
Guidance
Development
Development
Development
Development
(Refine, Adapt, Terminate, Execute)
(Refine, Adapt, Terminate, Execute)
IPR
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)
Mission
Mission
Concept
Concept
Plan
Plan
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

10. JOINT APEX PROCESS
RAT – E
R efine
A dapt
T erminate
E xecute

11. 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”

12. 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

13. APEX Joint Logistics Planning Process
IPR A
IPR C
IPR F
Step I – Strategic Guidance
Step II – Concept Development
Step III – Plan
Development
Inputs
Process
Outputs
Collaboration
GEF / GDF
JSCP Mob + Log Anx
Infrastructure
HNS Agreements
PLANORD
Apportioned Forces
Theater
Logistics
Analysis
Theater Log
Overview
Draft Distro
Network
CCIR
Theater
Log Overview /
Preferred Forces
Draft Dist
Network
JOA-Focused
Msn Analysis /
Modeling
Concept of
Logistics
Support
(COLS)
Development
Log C2 Laydown
Integrated
Functional Est
Force Flow
Strawman
Log C2
Integrated
Estimate
Force Flow
COA
COLS
Refinement
LSA Framework
Log Sync Matrix
Framework
Log Capability
Shortfalls
Draft RFF
TPFDD
Development
Matrix
Frameworks
Sourced
Forces
LSA
Plan
COLS
Validation
Log Sync Matrix
TDP
CSA Spt Plans
CON Spt Plans
TPFDD
Refinement
JOA-Focused
Msn Analysis
Initial
Modeling
SUP
CON
ENG
FHP
DIST
MAINT
L-SVC
Inform Execution
J2 / 3 / 5
AOR Situational Awareness
J2 / 3 / 5
Integrated Estimate of Concept of Logistics Support
J2 / 3 / 5 / 7
Planning Detail Level (2 / 4 / 6) Increases as Planning Level Increases (1-4)

14. Complete Planning Joint Logistics Support (PJLS) Pub
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

15. Presented at COLD in September– JLE Leadership
Made some minor changes – buy-in throughout
Now, the real work begins

16. Readiness as a Central Logistics Metric
Freedom of Action for 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
To start the process, we needed to figure out where we wanted to end up. This is our future state:
Freedom of Action for the Joint Force Commander
We started this process by envisioning a future state. The Compass working group set out 3 primary objectives in truly developing integrated logistics capabilities involving Joint, Multinational, Interagency, and NGA’s.
In this future state, the Joint Logistics community will have 3 key attributes:
Sustained Logistics Readiness
Required resources at the right time & place
Integrated Logistics Capabilities
Leveraging coalition partners, Joint, Interagency, Contractors and NGO’s
Shared Resources
Most effective delivery of logistics at best value
We are all independent actors operating independently. And that’s ok. But it’s essential that we all have a common understanding and buy-in of where we need to go.
And all of you have a role in this as well. We can’t do it alone.

17. Assigned Mission or METL
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

18. 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
Defense
Transportation
System
Defense
Readiness
System US
Army
TRANSCOM US
Navy
Global
Force
Mgmt
MSC
SDDC US
Marine
Corps
OCS US
Air
Force
GCSS - ?
Process Investigation Not Initiated
Process Investigation Initiated
Process Investigated