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Developing a Planning Process Across Organizational Boundaries Dr. Joe Di. Renzo LT Fred Bertsch Developing a Planning Process Across Organizational Boundaries Dr. Joe Di. Renzo LT Fred Bertsch USCG Atlantic Area 18 March 2008 USCG ATLANTIC AREA

Objectives & Concepts • Education Objectives for Standard Operational Planning Process (SOPP): • Develop Objectives & Concepts • Education Objectives for Standard Operational Planning Process (SOPP): • Develop knowledge and comprehension of SOPP in CG planners • Prepare and analyze SOPP products and timelines • Evaluate and formulate improvements to SOPP • Promote collection and analysis of data • Organize and manage an operational planning community • Concepts: • Connect strategic intent to mission execution • Incorporation of Effects Based Operations (EBO) • Foster an operational planning community • Unite diverse communities USCG ATLANTIC AREA

CG Planning Issues • No formal operational planning existed in CG • Planning community CG Planning Issues • No formal operational planning existed in CG • Planning community consisted of Contingency and Exercise Planners. • Mission Planning Guidance consisted of limited direction for select law enforcement missions USCG ATLANTIC AREA

CG Planning Issues • Diverse communities and missions (Prevention and Response) have different approaches CG Planning Issues • Diverse communities and missions (Prevention and Response) have different approaches to planning. • No connection of strategic intent to operational planning direction and mission execution. • Could not translate resource usage to outcomes. USCG ATLANTIC AREA

Operational Planning • Development and Introduction of new planning process • Standard Operational Planning Operational Planning • Development and Introduction of new planning process • Standard Operational Planning Process • Connect strategic intent to mission execution • Incorporation of Effects Based Operations • Change of emphasis and focus • Open up alternatives USCG ATLANTIC AREA

Operational Planning • Fostering an Operational Planning Community • Identifying and Assigning Roles • Operational Planning • Fostering an Operational Planning Community • Identifying and Assigning Roles • Quarterly Meetings • Uniting Diverse Communities • Incorporating Prevention and Response into one process • Combining Contingency and Operational Planning USCG ATLANTIC AREA

Need for Education • New Process • New Approach • Conflicting Ideas and stovepipes Need for Education • New Process • New Approach • Conflicting Ideas and stovepipes • New Personnel • Organizational Change USCG ATLANTIC AREA

Education Efforts • Quarterly Meetings • Electronic Training Materials • Traveling Training • Use Education Efforts • Quarterly Meetings • Electronic Training Materials • Traveling Training • Use of outside courses • Inclusion in existing courses • Development of stand-alone course USCG ATLANTIC AREA

Quarterly Meetings • Foster community development • Participation by Planners, Response, Prevention, etc. • Quarterly Meetings • Foster community development • Participation by Planners, Response, Prevention, etc. • Conducts Training of Process and Approach • Discusses upcoming stages of Standard Operational Planning Process • Effects changes to process for improvement • Rotating Locations • Brought visibility to different locations • Allowed additional personnel to attend USCG ATLANTIC AREA

Electronic Training Materials • SOPP Microsite • Central location for all documents • Training Electronic Training Materials • SOPP Microsite • Central location for all documents • Training Material • Briefs for entire process • Briefs for products/stages • Briefs for lessons learned • Tailored material from different levels • Instruction and Guide • COMDT INST 3240. 2 (series) • Detailed Process Guide that is flexible USCG ATLANTIC AREA

Traveling Training • Training available for all levels • Subject Matter Experts provide training Traveling Training • Training available for all levels • Subject Matter Experts provide training to lower levels • Coordinated training sessions with quarterly planning efforts • Lessons Learned Conference • Prototype members provide feedback and lesson learned for newly involved members • Informational Briefs • Presentation of efforts to Accession Points (CG Academy, OSC, etc. ) • Briefs to senior levels on progress USCG ATLANTIC AREA

Outside Courses • Effects Based Operations Training • Received on-site training from Joint Forces Outside Courses • Effects Based Operations Training • Received on-site training from Joint Forces Staff College • Joint Forces Staff College Staff members facilitated workshop conference • Homeland Security Planners Courses • Use of Joint Forces Staff College course to develop operational planners • Develops and fosters a planning community USCG ATLANTIC AREA

Existing Courses • Inclusion of SOPP at the Coast Guard Academy • Introduces planning Existing Courses • Inclusion of SOPP at the Coast Guard Academy • Introduces planning at officer accession points • Ensures visibility of process to all officer entering the field • Inclusion of Op Planning in PCO/PXO course • Ensures perspective commanding officers/executive officers are aware of necessity and importance of Operational Planning. • Provides overview of process and requirements. • Inclusion of SOPP into other efforts • Leadership Development Center, Chiefs Academy, etc. USCG ATLANTIC AREA

Stand-alone Course • Development in Process • Currently expanding Contingency Planning Course to include Stand-alone Course • Development in Process • Currently expanding Contingency Planning Course to include operation planning • Needs to be developed into an individual course • Conducting Analysis of training needs and requirements • Using knowledge and expertise gained from similar courses and efforts USCG ATLANTIC AREA

Results • Successfully prototyped a new Standard Operational Planning Process which: • can use Results • Successfully prototyped a new Standard Operational Planning Process which: • can use effects based operation • combined prevention and response direction into one document • facilitates visibility and communication • Fostering an Operational Planning Community • Designated personnel assigned roles and responsibility • Continual interaction and training efforts • Combining Contingency and Operational Planners efforts • Leading to an Organizational Change USCG ATLANTIC AREA

Questions? Dr. Joe Di. Renzo Deputy Operations Planning and Analysis (Axo) (757) 398 -6695 Questions? Dr. Joe Di. Renzo Deputy Operations Planning and Analysis (Axo) (757) 398 -6695 LT Fred Bertsch Operations Planning Analyst (Axo) (757) 398 -6536 USCG ATLANTIC AREA