Mission-Based Test & Evaluation Strategy: Creating Linkages between Technology Development and Mission Capability

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U.S. Army Research, Development and Engineering Command Mission-Based Test & Evaluation Strategy: Creating Linkages between Technology Development and Mission Capability NDIA Systems Engineering Conference Mr. John Beilfuss (ARL) Mr. Chris Wilcox (ATEC/AEC) 28 October 2009

Key Issue Acquisition Process Paradigms: Traditional; Proposed Determine Mission Needs Capability Gaps Technology Solutions Develop System Requirements KPPs Attributes Evaluation Report Evaluation Report Evaluate Mission Performance Evaluate System Performance & Suitability KPPs Attributes Test System Performance & Suitability Leaves the So What question; How does the technology/system help the Warfighter? Completes the Feedback Loop to Mission Needs KPP: Key Performance Parameter 2

Consumers of SLAD products: How we fit in 3 Optimum use of Army systems against the threat Trained and ready force Survivable, effective, supportable systems Acquisition of survivable and lethal Army systems Logistics, supportability, training & doctrine Operational & technical evaluation (including S/L) TRADOC CAA, TRAC, AMSAA Tech base PMs, PEOs ATEC Technical advice in developing requirements Effects of specific threats vs. specific systems S/L analysis of new technologies Tech. advice on S/L and design guidance S/L assessments for Army evaluation ARL Survivability / Lethality Analysis Directorate

Purpose Inform S&T community of the effort to design and implement a mission-based test and evaluation (MBT&E) methodology. Create awareness of an opportunity for better transition of technology to PMs Solicit questions and comments from peers to help improve the MBT&E methodology. MBT&E is a product of ATEC 1, ARL, AMSAA and has been coordinated with acquisition, T&E, and user communities. Note: ARL/SLAD is a provider of survivability/lethality/vulnerability assessment data to ATEC/AEC. Our products to ATEC now have a capabilities dimension. 1 Program lead is Mr. Chris Wilcox of Army Evaluation Center 4

Agenda What is MBT&E? Why was MBT&E developed? What does MBT&E provide? How is MBT&E implemented? Where is MBT&E headed? What is the potential impact on Army Technology Objectives? 5

6 What is MBT&E? Mission-Based Test and Evaluation is a methodology that focuses T&E on the mission task capabilities provided to the warfighter. It provides a framework and procedure to: link materiel system attributes to the operational capabilities; examine the SoS required to enable the operational capability; and enable synergistic use of all available data sources.

Why was MBT&E developed? Prepare for networked system-of-systems evaluation Address Acquisition Initiatives Capability-based acquisition Apply MBT&E to all evaluation programs Provide feedback to capabilities integration and development Draw from capability documents as basis for the evaluation strategy We will continue to examine and challenge our most basic institutional assumptions, organizational structure paradigms, policies, and procedures to better serve the Army. CG, ATEC Commander s Priorities for FY 10-15 7

8 Definitions Term Definition Reference Mission An assignment (task) with a purpose that provides direction to a command under prescribed conditions. CJCS 3500.04C Essential Constituting the intrinsic, fundamental nature of something Webster New World Dictionary Task A discrete event or action, not specific to a single unit, weapon system, or individual that enables a mission or function to be accomplished. Cliff Whitcome Naval Postgraduate School Conditions Conditions are variables of the environment that affect the performance of tasks. Conditions include the physical, military, and civil environment Joint mission essential task list development handbook CJCS. METL A document that provides the major input to planning, executing, and assessing joint training. A commander's list of priority joint tasks, derived from plans and orders, along with associated conditions and measurable standards. Joint mission essential task list development handbook CJCS. UJTL A comprehensive integrated menu of functional tasks, conditions, measures, and criteria supporting all levels of the Department of Defense in executing the National Military Strategy. This document translates missions into tasks. CJCS 3500.04C

Framework Building Block Capability 1 The ability to achieve a desired effect [or result, outcome, or consequence of a task 2 ] under specified standards and conditions through a combination of means and ways to perform a set of tasks. Means Capability Task Desired Effect Ways Conditions Standards 1. CJCSI 3170.01F, May 2007 2. Taken from JP 1-02, Mar 2007, definition of effect. 9

10 MBT&E Framework MISSION AND SYSTEM EVALUATED BY TESTED BY Task SYSTEMS ENGINEERING System-of-System Performance Attribute Capabilities Desired Effect ENABLES Desired Effect Operational Measures Technical Measures Contractor Testing Developmental Testing Operational Testing Models & Simulations Demonstrated Certifications

MBT&E Framework Example Task Capability Linked to System Performance MISSION TASKS SoS COMPONENTS AND ATTRIBUTES SoS TASKS MBT&E Thread Examples - Aviation Missile System Employ Fires to Influence the Will, Destroy, Neutralize or Suppress Enemy Forces (Army Task 3.3) Mission Planning System Workstation Performance Calculation S/W Thread 1 Task: Operate Mission Planning System (Unit Task 011-251-1013) Desired Result: Performance Planning calculations are completed. Function: Calculate performance. Desired Result: Aircraft weight and balance is calculated. Employ Air Interdiction (ART 3.3.1.2.3) Thread 2 Task: Engage Target (Unit Task 011-251-1458) Desired Result: Missile hits target. Missile Guidance and Control Seeker Function: Track target hit point. Desired Result: Target hit point selected and tracked to impact. EVALUATION MEASURES Time to complete performance planning calculations Probability of Hit Calculation Accuracy % of lost tracks Capability and Performance Linked to Integrated T&E All Available Data Used DT Test DATA SOURCES M&S IOT&E X X X X Attributes Linked to Capabilities SoS Identified X X X X 11

12 MBT&E Process Process divided into steps. Steps divided into 5 major purpose areas. UNDERSTAND THE MISSION UNDERSTAND THE SYSTEM Mission and task context. Materiel components and attributes. Linkages between mission and materiel. DESIGN THE TEST AND EVALUATION DETERMINE THE RESULTS REPORT THE RESULTS Test design and evaluation measures. Execute test and evaluation. Format and report the results.

What does MBT&E provide? Reports on: Operational capabilities and limitations Materiel system performance and effect on operational capabilities as specified in: FAA: Functional area analysis FNA: Functional need analysis FSA: Functional solution analysis Effectiveness, suitability and survivability based on task 13

Report Example T&E Plan Test Evaluation Example Level 1 Task Navigate to a Destination. Result: Crew reaches intended destination. Combined task capabilities/ limitations Navigate Accurately VFR Only Aircraft Controllable Operational Measure: Ability to operate navigation equipment. Operational Test, Simulator Task capabilities/ limitations Navigate Accurately System: Avionics Function: Provide communication functions. Impact of System Performance on Task Restricted to Visual Flight Rules Technical Measure: Compliance with global air traffic management. Interoperability Certification System Performance Radios Not Interoperable Level 2 Task Control Aircraft. Lower level task capabilities/ limitations Aircraft Controllable 14

15 How is MBT&E Implemented? Preliminary Design 80% Design Final Design Published Procedure Feb 08: 1 st MBT&E Summit May 08: Community review Aug 08: 2 nd MBT&E Summit Dec 08: Procedure Review Begin Pilot Projects (3) Add Pilot Projects (10) Ongoing Pilots Jan 09: New T&E Concepts Using MBT&E Lessons Learned: MBT&E framework providing context of operational capability. MBT&E process is executable with current personnel skill set. Efficiencies can be increased through: Improved tools (templates, IT, training, etc.); and Combat and materiel developer participation.

Where is MBT&E headed? Synchronize with capabilitiesbased analysis. Synchronize with systems engineering. Collaborative environment. Pilot programs ongoing Paladin JLTV Address technology development and maturation INDEPENDENT INDEPENDENT TEST EVALUATOR & EVALUATION MATERIEL DEVELOPMENT MATERIEL DEVELOPER CAPABILITIES DEVELOPMENT COMBAT DEVELOPER 16

Paladin Example Technology Functions Linked to Warfighter Tasks 17

Joint Light Tactical Vehicle Example SYSTEM FUNCTION SYSTEM CAPABILITY Move Transp Maintain / Sustain Net Ready Payload Survive/ Safety Protect CDD Risk Technology Functions Linked to Warfighter Tasks Mission Low Medium IBCT Ground Tactical Mobility Mission Function High ART 1.0: The Movement and Maneuver War-Fighting Function Functional Task/ Sub Task ART 1.1 N/A ART 1.1.1 N/A N/A ART 1.1.1.3 N/A ART 1.1.2 ART 1.1.2.2 N/A ART 1.2: N/A N/A ART 1.2.1 N/A N/A N/A N/A N/A High Functional Task- Sub Task Risk Mission Function Risk High 18

What is potential impact to Army Technology Objectives? How does this impact an ATO? A mission-based evaluation may measure operational performance instead of technology performance. Technology programs feed programs of record Consider planning for a mission-based evaluation with metrics Ability of the technology to provide a capability to perform a set of tasks Non-technical metrics Improve the connection between the mission, tasks, and the technology objectives Recognize the customer cares about performance of the mission Influence a test strategy during the ATO process Involve evaluators during the ATO planning and execution Influence technology transfer agreements with PMs 19

Course of action At Milestone A, the PM shall submit a Test and Evaluation Strategy (TES) that describes the overall test approach for integrating developmental, operational, and live-fire test and evaluation and addresses test resource planning. The TES shall include a test plan that addresses Technology Development phase activity, including the identification and management of technology risk, and the evaluation of system design concepts against the preliminary mission requirements resulting from the Analysis of Alternatives. Test planning shall address the T&E aspects of competitive prototyping, early demonstration of technologies in relevant environments, and the development of an integrated test approach. The Milestone A test plan shall rely on the Initial Capability Document as the basis for the evaluation strategy. Ref: DoDI 5000.2; Dec 2008 20

Guidebook specifies T&E strategy PM is required to Sync T&E Strategy with Technology Development Strategy and System Engineering Plan Addresses how component technologies being developed will be demonstrated in a relevant environment Identifies technology risk Identifies evaluation of system design concepts against preliminary mission and sustainment requirements. Supports the technology transition into the program Considers development, demonstration, production, and deployment Should take a mission-oriented approach Identifies key system attributes that support key capabilities in ICD. Enhances success in validating performance Ref: DAU Defense Acquisition Guidebook; SE chapter 9 21

Summary MBT&E methodology has been developed Positive results and path forward toward increased efficiencies MBT&E aligns the efforts of the capabilities developer, materiel developer, and independent T&E Early integration of mission-based thinking supports technology transition to PMs 22

Questions? 23