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J. Scott Shipman is the owner of a boutique consulting firm in the Metro DC area that is putting Boyd’s ideas into action.

Boyd and Beyond, 2010

by J. Scott Shipman

Boyd & Beyond 2010, 15-16 October 2010

Mr. Stan Coerr (GS-15 Marine Corps, LtCol, USMCR), coordinator. Hosted by the USMC Command and Staff College at the Marine Corps University, Quantico, VA.

This was my first Boyd conference. I discovered Boyd in early 2005 through Robert Coram’s book, BOYD, The Fighter Pilot Who Changed the Art of War. I did not know what to expect of the conference, and was anxious to meet guys I’d corresponded with over the last couple of years (the ones who made it: Robert Coram, Fred Leland, Don Vandergriff, and Adam Elkus); so my thinking going in was at least I’d get to meet these guys regardless, and besides Quantico is right down I-95 from my home.

As others have already observed, Boyd 2010 exceeded any expectation. It was a pleasure to be in the same room with such an impressive collection of talent and intellect and listen to what they have done and continue to do with Boyd’s work and ideas. At the end of the first day, I felt my head was going to explode—and heard many others echoing similar sentiment. I told a friend, those two days were like drinking from a fire hydrant.

As many readers are probably already aware, the reaction to the conference has been universally positive, and calls for a 2011 event have been heard and is scheduled for 14-15 October 2011 at Quantico, same location. Stan Coerr and the USMC University deserve our gratitude for this recent event and the opportunity to reconvene next year. The bar, has indeed been set high.

What follows is from my notes, and I apologize in advance if I leave out something I should have remembered. I will try and avoid repeating too much of Adam Elkus’ excellent review, so all presenters are not covered—while all presenters provided valuable and enlightening insights. At the conclusion, I’ve added the references of books and online links that I heard (there were many more) recommended, and books and articles I recommended during the conference.

The day began with a colorful introduction to Boyd by Robert Coram. He related the circumstances of how he came to write BOYD, and shared several stories of the evolution of the book and the people he met. Coram reported that as of the conference, 73,000 copies of BOYD are in print—not bad for a book about someone most people have never heard of.

Ray Leopold, PhD, (the third acolyte) gave a touching and penetrating retrospective of how he came to be associated with John Boyd, and how that association changed his life for the better. Of interest, Ray shared a common introduction that he and Boyd used when they visited other Air Force officers. They would write the following on the blackboard:

DUTY, HONOR, COUNTRY

They would then cross these familiar words out, and replace with:

Pride, Power, Greed

From Boyd’s perspective, the military industrial complex and the inherent bureaucracy had (and in my humble opinion, continues) corrupted the original intent of those core principles military members are taught to embrace.

Don Vandergriff followed with a fast-paced explanation of his continuing efforts within the US Army to advocate Outcome Based Training and Education (T&E). He follows with successful practical examples of allowing his student to think and adapt-“off-script.” Vandergriff also recommended the work of Dr. Robert Bjork, Dean of the School of Psychology at UCLA, particularly his presentation “How We Learn Versus How We Think We Learn: Implications for the Organization of Army Training.”

General Paul Van Riper (LtGen, USMC, Ret) was the keynote and gave a compelling address on mental models and systems theory. Throughout his talk, he added insight into how John Boyd’s ideas found a home in the USMC. Gen Van Riper made the distinction between informational knowledge and transformational knowledge, and the “eloquent schema” that is OODA. He also discussed systems theory, and distinguished between linear systems (cause & effect), complex systems, and interactive complex systems. Of the later, he reminded that these systems are non-linear and unknowable using a deductive approach, and one output is emergent behavior(s).

Marcus Mainz (Major, USMC) provided insight into how he is using Boyd’s ideas in the training and development of young Marine officers and how he and his colleagues are creating the desire to learn. LtCol Mike Grice (USMC) provided our group with insight into how Boyd’s ideas translate in the field—having just returned from Afghanistan and a tour in one of Iraq’s more dangerous provinces. Both of these officers reflect well on the USMC—and if this caliber of leadership and thought is any indication, the USMC is in good hands in the years to come.

On the second day, Linton Wells, PhD, (CAPT, USN, Ret) gave a talk on naval maneuver warfare. Dr. Wells was providing a preview of his update to a seminal article of the same title he wrote for Proceedings in December 1980. Dr. Wells also provided one of the best quotes of the two days: “make knowledge accidents happen.”

Fred Leland’s presentation revolved on how he has used Boyd’s work to teach law enforcement personnel how to make good decisions. Fred began his talk with an absolutely frighteningly disturbing video from the dash-cam of a young police officer caught in a dangerous place. Fred lives his curricula, as he is an active duty police lieutenant, so his presentation had a resonance unique to our gathering.

Terry Barnhart, PhD, (Pfizer R&D) provided unique insight into how he is using Boyd’s ideas (OODA, to be specific) in his company’s R&D efforts. Barnhart, in my estimation, is onto something very powerful. He repurposed Boyd’s OODA from the traditional vernacular into: See, Reframe, Experience, Grow—but the intent remains. Dr. Barnhart placed great emphasis on “SEE” where his definition is: “assume it is wrong” and see without prejudice. He reported exciting results from using this and another model derived from Boyd’s work.

Chip Pearson, Managing Partner of a software company in Minnesota, gave an impassioned recounting of how he used/uses Boyd’s concepts to start and successfully operate his software company. His philosophy, “we make meaning, not money.” Chip focused on values, capability, and objectives. On his management philosophy, he remarked, “complete independent action scares the hell out of people”—which is how he wants his organization to operate.

Jussi Jaakonahon, from Nokia, travelled the furthest, coming from Norway, to give his talk on his experience using OODA in IT security exercises. He confirmed Boyd’s emphasis on sharing information of validity and integrity, and adapting on the fly to the mission. During this exchange someone remarked: “companies die because they do the right thing too long.” We hope he will be able to join us for both days next year.

CORRECTION:

I was contacted by Jussi Jaakonaho, I misspelled his name—this is the correct spelling. He came from Finland, not Norway. This quote should be attributed to Jussi: “companies won’t die because of their false actions. they die because of the continuing of the same actions for too long (which once were right).”

My sincere apologies for the inaccuracies. 
There was a language barrier, and as a Southerner, English is my second language:))

Dave Foster provided an introduction to his draft paper on portfolio complexities in the fog of war. One goal of his paper is helping to shrink the knowledge-doing gap. Foster is on to something, and I’m guessing this forum will help him advance his ideas.

TJ Jankowski (Col, USMCR) was the anchor man for our two days. His talk, COIN Technology and Universal Structures of Technical Knowledge, dealt with emerging theories of a taxonomy of technologies. His ideas are based on the work of Dr. Rias van Wyk which advances the idea of “a fundamental structure of technological knowledge, based in part on a very precise definition of technology and a functional  classification of all technological knowledge.” (TJ Jankowski follow-up email) The implications of these ideas could be revolutionary in our ability to conduct macro technology analysis.

Alan D. Beyerchen, Clausewitz, Nonlinearity ?and the Unpredictability of War http://www.clausewitz.com/readings/Beyerchen/CWZandNonlinearity.htm

DoD Command and Control Research Program (CCRP) by Tom Czerwinski: http://www.dodccrp.org/events/13th_iccrts_2008/CD/library/html/pdf/Czerwinski_Coping.pdf

Hew Strachan, Clausewitz’s On War: A Biography

http://www.amazon.com/gp/product/0802143636/ref=ord_cart_shr?ie=UTF8&m=ATVPDKIKX0DER

John Shook, Managing to Learn: Using the A3 Management Process

http://www.amazon.com/Managing-Learn-Using-Management-Process/dp/1934109207/ref=sr_1_1?ie=UTF8&qid=1287607276&sr=8-1

Nik Gowing, “Sky Full of Lies and Black Swans” (free registration required to access whole article)

http://www.bbcworldnews.com/Pages/Programme.aspx?id=362

Richard E. Neustadt and Ernest R. May, Thinking in Time: The Uses of History for Decision-Makers

http://www.amazon.com/Thinking-Time-Uses-History-Decision-Makers/dp/0029227917/ref=sr_1_1?ie=UTF8&qid=1287610406&sr=8-1

A few titles I recommended:

Seen recently here at Zenpundit comes with a hearty recommendation:

Magic and Mayhen, The Delusions American Foreign Policy from Korea to Afghanistan by Derek Leebaert

http://www.amazon.com/Magic-Mayhem-Delusions-American-Afghanistan/dp/1439125694/ref=sr_1_1?s=books&ie=UTF8&qid=1287610785&sr=1-1

Jim Storr, The Human Face of War. Storr does not hold Boyd and OODA in high regard, however there is much in this excellent book to admire and much to learn—it is worth the $100 price tag.

http://www.amazon.com/Human-Face-War-Birmingham-Studies/dp/1847065236/ref=sr_1_1?ie=UTF8&s=books&qid=1287611995&sr=1-1

Robert Leonhard, The Principles of War For the Information Age. Again, Leonhard is not a Boyd fan, but an important contribution to how we think—his IT ideas are dated, but the core is thought-provoking.

http://www.amazon.com/Principles-War-Information-Age/dp/0891417133/ref=sr_1_1?ie=UTF8&s=books&qid=1287612234&sr=1-1

Michael Van Nooten, The Law of the Somalis. The late Mr. Van Nooten married into a Somali tribe and used his training as an attorney to propose innovative ideas for the peaceful coexistence of Western jurisprudence with systems based on tribes or clans.

http://www.amazon.com/Law-Somalis-Foundation-Economic-Development/dp/156902250X/ref=sr_1_1?s=books&ie=UTF8&qid=1287612336&sr=1-1

Fredrich Hayek, Economics and Knowledge.

http://www.virtualschool.edu/mon/Economics/HayekEconomicsAndKnowledge.html

Fredrich Hayek, The Use of Knowledge in Society.

http://home.uchicago.edu/~vlima/courses/econ200/spring01/hayek.pdf

Many thanks to Mark for making this venue available, and I hope to see you next year at Boyd & Beyond 2011.

The Chinese government’s hamfisted and Brezhnevian reaction to the awarding of the Nobel Peace Prize to imprisoned political dissident Liu Xiaobo, which included a tantrum by the Chinese official media, empty threats against the Norwegian government and the bullying arrest of Liu’s hapless wife have served primarily to telegraph the deep insecurity and paranoia of the CCP oligarchy. Not only was the move reminiscient of how the Soviet leadership bungled handling the cases of Aleksandr Solzhenitsyn and Andrei Sakharov, but coming on the heels of China’s worst year for public diplomacy since the end of the Cultural Revolution, it leaves me wondering if China’s leadership have corrupted their OODA Loop through self-imposed intellectual isolation and an unrealistic assessment of Chinese power?

Most observers have attributed China’s recent aggressive diplomatic behavior on matters of trade, the South China Sea (where China essentially demanded that China’s neighbors accept vassal status when China lacks the naval power projection to make good on such demands) and the Korean penninsula to be a direct result of confidence in China’s economic power and status as a “rising power”. Perhaps.  China has been “rising” for a long time. That’s not new. The real novelty is Chinese incompetence in foreign affairs, an area where Chinese leaders have been admirably astute for decades since the “China opening” of the Nixon-Mao meeting. Chinese statesmanship has previously been noteworthy for it’s uber-realistic calculation of power relationships and strategic opportunities.

The reaction of Beijing to the Nobel Peace Prize Committee was hysterical rather than the quiet disdain of a confident great power, an indication that China’s elite remain acutely sensitive regarding their own political legitimacy, or lack thereof ( also evidenced by their  recent centralization of control over China’s vast paramilitary police security troops). It is also highly unusual that China has manuvered itself into a position of friction simultaneously with virtually all other great powers on various issues, while alarming most of its neighboring states; and moreover has done so in a very brief period of time.

Something is amiss at the Central Committee and higher levels of the CCP and government. Either primary attention is being given to internal power struggles related to eventually generational shift of leadership, or a particularly belligerent and parochial faction has increased it’s influence at the expense of better informed and more pragmatic groupings that have steered China in the recent past.

The following are some possibilities:

• The Chinese leadership will find fewer rather than more opportunities as neighboring nations and distant states act to “Raise the costs” for China, which will in turn feed the Chinese leadership’s sense of paranoia, victimhood and isolation.
• The view of reality of Chinese leaders will be increasingly subject to what Col. John Boyd termed “mismatches” and they will be easily baited into reaction and overreaction by foreign adversaries and domestic dissidents. Want to send Beijing into a tizzy before an important international conference? Just roll out the red carpet for the Dalai Lama or the President of Taiwan.
• Habitual overreaction and “hardliner” attitudes in foreign affairs will bleed over into domestic unrest issues with the leadership escalating rather than de-escalating situations of domestic protest over legitimate but basically apolitical grievances over poor local governance and corruption.
• Dissident groups inside China will eschew overt political protest for covert sabotage, hacking, swarming and systems disruption while minority elements, particularly Muslims and “cults” like Falun Gong will gravitate toward terrorism and criminal enterprises to fund their activities.
• The senior leadership will reverse course and change back to Chinese diplomatic approaches emphasizing enticing “soft power” that served China well since Deng Xiaoping’s tenure. At home a renewed emphasis will be placed on anti-corruption drives, cultivating nationalism and placating peasantry and underemployed aspirants to middle-class “good life”, urban dwellers.

ADDENDUM:

From East Asia Intel.com:

“Hu and the generals face challenge by Xi and the ‘Gang of Princelings’

by Willy Lam

In theory, the upcoming plenary session of the Chinese Communist Party’s Central Committee is devoted mainly to fine-tuning the country’s Twelfth Five-Year Plan for the years 2011-2015. Personnel changes have not even been included in the publicized agenda of the plenum, which opens on Oct. 15.

However, all eyes are on whether Vice-President Xi Jinping, 57, will get the additional – and crucial – title of vice-chairman of the Central Military Commission (CMC). While Xi is the most senior-ranked Politburo Standing Committee member among politicians born in the 1950s, the power base of the putative “core of the Fifth-Generation leadership” will not be secure until he gets a CMC slot.

….It is almost certain that Xi will succeed Hu as Party General Secretary at the 18th Congress – and that he will take over the supremo’s position of state president in March 2013. However, Hu has indicated to close aides his wish to serve as military chief for one more five-year term beyond 2012.

The 67-year-old Hu has cited the precedent set by ex-president Jiang Zemin at the 16th CCP Congress in 2002, when the latter surprised his colleagues by refusing to quit the CMC despite having retired from the Central Committee and the Politburo. If Hu gets his way, there will be no urgency for Xi to be made CMC vice-chairman this year….”

Hat tip to David M.

ADDENDUM II.

T. Greer takes issue with my analysis and finds a method – authoritarian resilience – in the madness.

The Political Theater of the CCP  

….I hesitate to condemn the Central Committee on the grounds of incompetence. The line between China’s domestic and foreign policies has always been difficult to demarcate and observers risk misinterpreting the message Party policies seek to convey if they have not first identified the audience meant to receive it. That a Western diplomat finds the CCP’s policies hamfisted does not mean all interested parties will reach the same conclusion.

For example, few Chinese consider the centralization of China’s paramilitary police to be a bid for political legitimacy or an attempt to squash an alternate locus of power. To the contrary, it has been hailed as a critical part of President Hu Jintao’s larger drive to eliminate corruption in the countryside. This year local Party officials have been the subject of much criticism in the Chinese press for using the People’s Armed Police and extra-legal security groups to suppress citizens filing petitions against them. Removing local access to the police is not an unusual recourse to such blatant corruption – and is not seen as such by the Chinese people.  Centralization of corrupt elements is business as usual.

….This defense carries little weight in the cold court of international opinion. It was never designed to! The upper echelons of the CCP do not seek the approval of those living outside of China, but those living inside of it. China’s so-called “Victimization Syndrome” and “Cult of the Defense” define popular perceptions of international affairs. Any set of policies that conform to this narrative will quickly gain the support of China’s proudly patriotic populace. Indeed, the CCP’s most recent actions on the international scene have done just that.

Is it right? Horribly wrong? Missing variables?

Fire away in comments.

ADDENDUM:

Joseph Fouche offers up his graph of schools of strategy at The Committee of Public Safety. Note that unlike me, he has placed them in terms of “Influence…..Coercion…Violence”:

Dr. Chet Richards, in his turn, kindly drew my attention back to graph he created -if memory serves – around the time he wrote Neither Shall the Sword, but I am still trying to figure out how to convert the file to something I can post here. Until I do, go to slide 89 in the link below:
4GW and Grand Strategy

Dr. Chet Richards has passed along information that there will be an upcoming BOYD CONFERENCE at Quantico on October 15th and 16th at the Al Gray Research Center. The organizer of the conference is LTC. Stan Coerr, and he is busy assembling a line-up of presenters who include LTG Paul Van Riper, Robert Coram, GI Wilson, Don Vandergriff, Fred Leland and others.

I can’t really give out Col. Coerr’s email without the gentleman’s permission but for those readers who are seriously interested in attending, either send me your email address or leave it in the comments and I will coallate them and send them on.  I am not sure yet if I will be attending as it depends heavily on my work commitments, but I’d like to be there.

UPDATE:

Rob Paterson has more details on the Boyd Conference including contact information for registration:

….This symposium goes beyond Boyd’s Work. His influence on other professions and individuals making efforts to more effective outcomes in their perspective fields will be the focus of the Boyd and Beyond symposium. Topics discussed will focus not only on important military issues but will, as well, take Boyd’s theories into the different professions and realms of conflict these professions deal with.  How Boyd’s theories apply and what they have done to make all more effective at solving problems via the observation. orientation, decision and action cycles.

Understanding the OODA Loop, and the effects; Interaction, Insight,  Imagination, and Initiative, Command and Influence (LEADERSHIP) have on the constant repetitive nature of the decision making cycle can when leveraged, lead to gaining the advantage or as COL John Boyd stated; the essence of winning and losing;

“The essence of winning and losing is in learning how to shape or influence events so that we not only magnify our spirit and strength but also influence potential adversaries as well as the uncommitted so that they are drawn toward our philosophy and are empathetic towards our success.”

Law Enforcement, Homeland Security Professionals, Colleges and University Safety and Security, Hospital Security, Hotel Security and private business looking to keep their workplace safe, will benefit from the lessons learned and applied at this symposium. Developing better strategies, tactics and methods and operational art to make your organization more effective in all that it does, is the type of learning that will take place at the Boyd and Beyond Symposium

The Handbook of 5GW – Dr. Daniel H. Abbott, Editor

Nimble Books has published the first authoritative book on the competing interpretations of the military and political theory referred to as “Fifth Generation Warfare“, edited by my friend and colleague Dr. Daniel Abbott. The many contributing authors include academics, journalists such as David Axe, and many blogfriends associated with the former theory site, Dreaming5GW.

My chapter was entitled “5GW: Into the Heart of Darkness“. It is oriented more toward historical case studies than theory and is not in any way, shape or form, a “feel-good” piece. Here is a snippet:

“….This brings us to the probability that for the aforementioned states, their actual options for their ruling elites for adapting to the threat of 4GW will be between accepting varying degrees of failure-from conceding a temporary autonomous zone (TAZ) to rebels, to being overthrown, to imploding into anarchy as insurgents encroach-or “taking the gloves off” and using the indiscriminate, unrestricted violence of genocide to annihilate real and potential enemies before the international community can mobilize to prevent it. History suggests they might well succeed.”

The views within The Handbook of 5GW vary widely, as does the disciplinary approach of the authors, intending to stimulate thought, explore possible scenarios that range from the pragmatic and real to the imaginative and ideal.

Hardcover launch in September, 2010.