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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.

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 story du jour.

Having previously failed to break Israel’s naval blockade of Gaza that denies HAMAS war material and economic aid, a coalition of Islamists, Palestinian nationalists and Western Leftists used ships of Turkish registry. The IDF took the bait and blundered into an ambush where the commandos were promptly swarmed by the “peace activists”, overpowered (!) and then had to bloodily shoot their way out of a debacle.

RealClearPolitics has a better video.

Taking stock of this bit of guerrilla theater gone lethal, let’s see what the supporters of HAMAS terrorism gained:

• The world is hearing a false narrative that Israel massacred unarmed peace activists.

• Turkey’s ruling, authoritarian, crypto-Islamist Party has a further wedge to downgrade Turkey’s traditional military cooperation with Israel while putting political pressure on Turkish secularists and Army leaders. 

• Israel’s diplomatic isolation is greatly increased

• Additional strain is put on the already lukewarm relationship between the Obama administration and the Netanyahu government

On the moral level of war, HAMAS supporters – whose strategic objective is to end Israel’s blockade of Gaza, so that HAMAS can rebuild it’s military strength – have scored a solid triumph while the IDF have acted with all the instinctive propensity for causing self-inflicted wounds of Richard Nixon confronting the Watergate break-in. 

Because Israel is powerful and democratic and its enemies, despite their viciousness and authoritarian politics, are weak, the Israelis are not held to the same moral standards by international observers (many of whom, it must be noted, begin with a strongly anti-Israel or at least, anti-Western, orientation).  In a 4GW paradigm, even acting in self-defense is not enough for a strong state to play the role of “the good guy” in a globalized media environment, unless the weak side does something that is viscerally morally repulsive – ex. Abu Zarqawi ‘s extreme brutality and lust for staging ghoulish beheadings of captives on the internet.

There seems to be a stunning political-strategic tone deafness on the part of Israeli leaders in recent years. Perhaps there is a degradition of IDF tactical excellence as well. Overpowering highly trained, heavily armed, elite commandos by untrained civilians is not possible unless said commandos were sent in poorly briefed, with unworkable ROE (IMHO, this was more likely a prepared ambush than a spontaneous act). There’s no half-way method of seizing a hostile ship by force. Either you do it swiftly, while citing appropriate legal justification or you don’t and employ a different set of responses to turn the ships away in a manner that does not alienate observers.

Military force used ineffectually is as counterproductive as force used excessively. From a Boydian strategic perspective, the initiative is lost, opponents are “pumped up” while one’s own side and sympathizers are demoralized.  Political irritants become inflated into disasters. HAMAS, Hezbollah, al Qaida and similar entities are not the old, state-sponsored, state-centric, PLO and they are not playing the PLO’s game.

ADDENDUM:

Abu Muqawama gives the “peace flotilla” way too much benefit of the doubt here, but his analysis of how poorly the Israelis handled this situation is spot on:

One could, from the start, think a number of different things about those participating in the peace flotilla to Gaza. (Naive? Righteous? Courageous? Anti-Semitic?) But for the sake of argument, and putting ourselves in the shoes of an Israeli naval commander, let’s assume the most malevolent of motivations for the people participating in the peace flotilla. If I am in charge of doing that for the Israeli Navy, I am going to assume these people are smart and are deliberately trying to provoke a crazy response from my sailors and soldiers that will produce ready-for-television images that both isolate Israel within the international community and further raise the ire of the Arabic-speaking and Islamic worlds. I mean, that is my base assumption for what this group is trying to do. So naturally, the last thing I would want my forces to do would be to overreact, right? It’s like when your convoy gets fired on inside a crowded market: the last thing you want to do is return fire with 7.62mm, killing a bunch of civilians and giving the enemy exactly the effect he was looking for.

If something does go wrong, meanwhile, I am going to have a response ready. I am going to have my very best spokespersons on international and Israeli television. I am most certainly not going to let people like Danny Ayalon provide my government’s response, right? Because a live wire like Ayalon — who the Turks already hate, with an understandable passion — will just say something incredibly crazy like how the people in the aid flotilla were terrorists with ties to al-Qaeda. (Even if you can prove this is somehow true, everyone you need to be speaking to right now — the international community, the Turkish people, the Arabic-speaking world — is just going to think you are nuts for saying it or will roll their eyes and say, “Oh, of course he’s saying that.”)

In reality, what happened today is the Israelis got their butts handed to them. The Israeli response to this aid flotilla was a fabulous gift to Hamas and Iran. (Try to imagine, if you will, the Israelis trying to go before the U.N. Security Council to gather support for sanctions on the Iranian regime right now. They would be more likely to leave New York with sanctions on their own regime!)

ADDENDUM II.

George Friedman of STRATFOR ( Hat tip to Adam Elkus)

Flotillas and the Wars of Public Opinion

….The bid to shape global perceptions by portraying the Palestinians as victims of Israel was the first prong of a longtime two-part campaign. The second part of this campaign involved armed resistance against the Israelis. The way this resistance was carried out, from airplane hijackings to stone-throwing children to suicide bombers, interfered with the first part of the campaign, however. The Israelis could point to suicide bombings or the use of children against soldiers as symbols of Palestinian inhumanity. This in turn was used to justify conditions in Gaza. While the Palestinians had made significant inroads in placing Israel on the defensive in global public opinion, they thus consistently gave the Israelis the opportunity to turn the tables. And this is where the flotilla comes in.

The Turkish flotilla aimed to replicate the Exodus story or, more precisely, to define the global image of Israel in the same way the Zionists defined the image that they wanted to project. As with the Zionist portrayal of the situation in 1947, the Gaza situation is far more complicated than as portrayed by the Palestinians. The moral question is also far more ambiguous. But as in 1947, when the Zionist portrayal was not intended to be a scholarly analysis of the situation but a political weapon designed to define perceptions, the Turkish flotilla was not designed to carry out a moral inquest.

Instead, the flotilla was designed to achieve two ends. The first is to divide Israel and Western governments by shifting public opinion against Israel. The second is to create a political crisis inside Israel between those who feel that Israel’s increasing isolation over the Gaza issue is dangerous versus those who think any weakening of resolve is dangerous.

ADDENDUM III.

Very interesting. Tom Barnett argues the flotilla is a Trojan horse chess move on Ankara’s part to justify Turkey’s eventual membership in the Nuclear Club:

Turkey’s deputy prime minister called the raid “a dark stain on the history of humanity.” So now Ankara has its bloody shirt, which will be used – once Tehran inevitably announces the weaponization of its nukes – to justify Turkey’s rapid reach for the same. Just like Tehran cannot openly rationalize its bid for regional supremacy vis-à-vis archrival Saudi Arabia, Turkey requires an appropriate villain for its nuclear morality play. Anybody watching the deterioration of Turkish-Israeli relations over the past year knew that some cause célèbre was in the works. Suddenly, if perhaps on purpose, Turkey can claim that – despite its efforts to broker a non-nuclear peace in the region (including a recent enrichment deal engineered with Brazil) – it needs its own deterrent against Israel’s nuclear arsenal, too.

Checkmate, Turkey.

 

Boyd Acolyte Franklin “Chuck” Spinney writing on the QDR ( Hat tip to Kev Hall).

The Pentagon Goes Intellectually AWOL

….Even by the dismal intellectual standards of Pentagon bureaucracy, the QDR and the FY 2011 budget, taken together, establish a new standard of analytical vacuity, psychological denial, and just plane meaningless drivel. I will keep this short by using just one important case to prove my allegation. Judge for yourself if it is necessary and sufficient to make the point.

First, I must bore you with a little background: The Pentagon has been producing FYDPs since 1962. But these FYDPs have been repeatedly criticized for producing defense budgets that were disconnected from the national military strategy — and because the dollar allocations made in any budget determine what any government’s policy really is, the critique was logically equivalent to saying there was no strategy. The congressional legislation in the mid 1990s that established the QDR was only the most recent attempt to deal with this long standing criticism. The aim of that legislation was to require the Pentagon to lay out an intellectual framework for matching its military strategy and ambitions to the resource constraints shaping those ambitions, especially budgetary constraints, but also constraints relating to people, the limitations imposed by available technologies, etc.

The new FY 2011 budget and its accompanying FYDP, therefore, are supposed to attach budgetary and programmatic meat to the strategic skeleton that is the QDR, both of which were completed at the same time and made public on 1 February — itself a somewhat illogical sequence, given that one is supposed to precede the other. In theory, these documents should permit an analysis of the strengths and weaknesses implicit in the matchup between resources and strategy. Therefore, these documents should enable the Secretary of Defense to send the President and the Congress a comprehensive set of priorities, opportunity costs, and risks associated with his strategic plan. This information would then become the grist for a rational national debate by linking strategic considerations to the inevitable compromises made in the sausage making factory that is Congress. Moreover, as this is President Obama’s first budget, and because it represents $700+ billion that Mr. Obama just put off limits in the coming national debate over whether or how to shrink the federal deficit, it was crucially important for the Pentagon to get the QDR and the accompanying FY 2011-2015 FYDP right in a logically consistent and transparent manner.

If we apply this standard to the Pentagon’s recently completed handiwork, only one conclusion is possible: the Pentagon flunked the test by being intellectually absent without leave.

Read the rest here.

Defense acquisitions and budgeting process arcana are not my forte, but Spinney is not the only defense analyst giving the QDR a thumbs down for being insufficient on important issues. If the process is rigidly determinative of the kinds of outcomes generated and if that process is dysfunctional or broken, then even a talented top DoD civilian staff armed with an ocean of money and a deep reservoir of political capital will not be able to translate our national security priorities into concrete military results.

“Methods are the masters of masters.” – Talleyrand

To the legacy society of the nation-state and the hierarchical transnational corporation:

MILESTONE

….It’s time to up the ante and move onto the next phase:  the birth and rapid growth of new societal networks.*  This is going to be a fun ride!

* As in, new societal networks that can outcompete (trounce evolutionarily) all existing status quo organizational forms  (this should not be confused with the diminutive form of ‘social networking,’ as in Facebook and Twitter).

Long term, I think this is correct and that Robb is, as usual,  ahead of the curve on what will become the zeitgeist in the next few decades ( I will add that this evolutionary path appears to be happening much faster than I had considered, by at least 15-20 years). The movement in the 21st century will be toward networked civilizations on one end of the spectrum that will be pretty nice places to be and on the other, a kind of emergent, hypermobile, barbarism where life is hell on Earth. 

The proper response for existing institutions is to swing their resources, their mass and their remaining legitimacy behind the triumph of the former and gracefully adapt and acclimate rather than be disintegrated by the latter. I considered this in the essay ” A Grand Strategy for a Networked Civilization” that I wrote for Threats in the Age of Obama (p.208):

….Nation-states in the 21^st century will face a complex international ecosystem of players rather than just the society of states envisioned by traditional Realpolitik. If the predictions offered by serious thinkers such as Ray Kurzweill, Fred Ikle or John Robb prove true, then  technological breakthroughs will ensure the emergence of “Superempowered Individuals”[1] on a sizable scale in the near future.  At that moment, the reliance of the State on its’ punitive powers as a weapon of first resort comes to an end.  Superemepowered individuals, separatist groups, insurgents and an “opting-out” citizenry will nibble recalcitrant and unpopular states to death, hollowing them out and transferring their allegiance elsewhere.

While successful states will retain punitive powers, their primary focus will become attracting followers and clients in whom they can generate intense or at least dependable, loyalty and leverage as a networked system to pursue national interests.  This represents a  shift from worldview of enforcement  to one of empowerment, coordination and collaboration. States will be forced to narrow their scope of activity from trying to supervise everything  to  flexibly providing or facilitating core services, platforms, rule-sets and opportunities – critical public goods – that the private sector or social groups cannot easily replicate or replace.  Outside of a vital core of activity, the state becomes an arbiter among the lesser, interdependent, quasi-autonomous, powers to which it is connected.”

In other words, America and our “leaders” need a Boydian strategy and a ruthless commitment to honest clarity and sacrifice in order to weather the transition and retain some relevance. This is what makes the current cultural trend toward a political economy of oligarchy among the elite so worrisome. Their careerist self-interest and class values will push them to make all the wrong choices at critical junctures.