Using the OODA Loop (Observe, Orient, Decide, Act) for Measurement & Analysis or Measure Like a Fighter Pilot
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1 Using the OODA Loop (Observe, Orient, Decide, Act) for Measurement & Analysis or Measure Like a Fighter Pilot Joe Lindley Garland, TX Joe_H_Lindley@Raytheon.com
2 Purpose Introduce the OODA Loop as an Enabler for Implementing Measurement and Analysis (MA) Scope Project Level Measurement Measurement Analyst/Practitioner perspective Implementation Strategy Example Charts Lessons Learned Joe Lindley -- 2
3 Agenda John Boyd s OODA Loop Rationale for its Use in MA The OODA Loop for MA Summation Joe Lindley -- 3
4 The Legacy of Colonel John Boyd (USAF Ret) References in Back-up Material Boyd s Nicknames: 40-Second Boyd (Korean War) Mad Major (F-15, F-16) Genghis John The OODA Loop & Maneuver Warfare U.S. Marine Corps Both Gulf Wars Joe Lindley -- 4
5 Boyd s OODA Loop Analysis or Synthesis Observe Orient Decide Act Feedback Relates to all human behavior Goal: Successful interaction with other loops Get inside the opposing OODA Loop Destructive: Air Combat, Warfare Constructive: Engineering Process Joe Lindley -- 5
6 Agenda John Boyd s OODA Loop Rationale for its Use in MA The OODA Loop for MA Summation Joe Lindley -- 6
7 Shallow Measurement Loops Fail e.g. Project Monitoring & Control Measurement & Analysis Process (MA) Measures Direction & Feedback Target Process Marginal Project involvement Little added value for the project Joe Lindley -- 7
8 Deep Measurement Loops Engage and Succeed Measurement & Analysis Process (MA) Measures Direction & Feedback Target Process Project depends upon measures Measures Drive Corrective Action Joe Lindley -- 8
9 Engage by Getting Inside the Target Decision (OODA) Loop MA Observe Orient Target Process Decide Act Shifts focus to Target Process Provides an agile Framework for Action Drives and Shapes Corrective Action Joe Lindley -- 9
10 Agenda John Boyd s OODA Loop Rationale for its Use in MA The OODA Loop for MA Summation Joe Lindley -- 10
11 Observe Target Process Observe Orient Decide Act Tempo Harmony Generate Measures Ground Truth Establish Tempo Create Harmony with the Staff Establish Ground Truth Joe Lindley -- 11
12 Observe (Tempo) Target Process Observe Orient Decide Act Tempo Tempo: Measurement Frequency & Timeliness Very challenging Tools are critical Joe Lindley -- 12
13 Observe (Harmony) Target Process Observe Orient Decide Act Harmony Sell measurement Build trust Emphasize the common goal - Corrective Action Avoid friction Joe Lindley -- 13
14 Observe (Ground Truth) Target Process Observe Orient Decide Act Ground Truth l Measures: Credible, Accessible, Flexible Fingertip Feel Primary Reference Joe Lindley -- 14
15 Observe (Example Defect Chart) Baseline V2.0 Responsible Org (All) Defect State Fixing Where Detected DXMod Build (All) Priority (All) Stakeholder defines 350 the Integration 300 Defect bin (what baseline, who s happening, who s defect, where s 150 it 100 # Defects responsible, what s going, what priority) Cumulative In/Out Trends Cumulative In Cumulative Out Type Open Backlog /01/03 12/09/03 12/16/03 12/23/03 01/02/04 01/09/04 01/16/04 01/22/04 Cumulative In Cumulative Out Open Backlog Credible, Accessible, Flexible, and Fingertip Feel Date Joe Lindley -- 15
16 Orient Paradigm Target Process Observe Orient Decide Act Orient to Measures and Environment Orient the Stakeholders Gain Leverage using Perspectives Joe Lindley -- 16
17 Orient (Stakeholders) Paradigm Target Process Observe Orient Decide Act Understand the Stakeholder Paradigm: May pull or push-back May need adjustment Brief with Charts that support Decision-Making Joe Lindley -- 17
18 Orient (Example Code Size Charts) Equivalent KSLOC Equivalent KSLOC Size Plan (Total) Dev't Plan (Total) LRE (Total) Upper Limit Actual (Total) Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Sub-IPT Code Size All Size Plan (Total) Dev't Plan (Total) LRE (Total) Upper Limit Actual (Total) Summary Level CJ Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Equivalent KSLOC Equivalent KSLOC Lower Levels Sub-IPT Code Size Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Size Plan (Total) Dev't Plan (Total) LRE (Total) Upper Limit Actual (Total) Sub-IPT Code Size DX Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Size Plan (Total) Dev't Plan (Total) LRE (Total) Upper Limit Actual (Total) Complete, Consistent, Insightful, and No Frills CG Joe Lindley -- 18
19 Orient (Leverage) Paradigm Target Process Observe Orient Decide Act Perspectives: - Cost - Competition - Limits/Forecasts - Responsibility Tools are critical Joe Lindley -- 19
20 Decide & Act Target Process Observe Orient Decide Act Stakeholders Decide and Act Avoid delayed decisions Proactively support decision/action Joe Lindley -- 20
21 Agenda John Boyd s OODA Loop Rationale for its Use in MA The OODA Loop for MA Summary Joe Lindley -- 21
22 Measure Like a Fighter Pilot Paradigm Target Process Observe Orient Decide Act Tempo Harmony 1. Engage the process 2. Drive corrective action 3. Enjoy the ride! Ground Truth Joe Lindley -- 22
23 Back-Up Material Joe Lindley -- 23
24 Articles Books References for John Boyd Genghis John, Chuck Spinney, (suggested) John R. Boyd Colonel, United States Air Force, War, Chaos, and Business, From Air Force Fighter Pilot to Marine Corps Warfighting: Colonel John Boyd, His Theories on War, and their Unexpected Legacy, Boyd: The Fighter Pilot Who Changed the Art of War, Robert Coram, 2003 (Highly Recommended) The Mind of War John Boyd and American Security, Grant Hammond, 2001 Joe Lindley -- 24
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