Step 4 in the Battle Readiness procedure we’ve been examining is the estimate and plan.

  • The estimate is a sequential process for assessing the situation and determining key factors, options, and consequences of actions (friendly and enemy). The result of the estimate is a plan.
  • This might seem a bit obvious, but the estimate always starts with a clear understanding and statement of the AIM. You have to know your objective before you can analyze your courses of action and decide on the best one. Omitting the aim is ALWAYS the biggest mistake people make.
  • The key factors to consider in formulating options and plans are:
    • Climate & weather (social, economic, and political environments)
    • Enemy (competitors, big and small, old and new)
    • Terrain (markets)
    • Friendly forces (products and services)
    • Time & space (when, where, how long)
    • Speed & surprise
    • Resources at your disposal (and any gaps)
    • Logistics & support
    • Command, control, communications (who’s in charge, etc.)
  • Generate different courses of action, both for you and for COMPETITORS and other STAKEHOLDERS (whether supportive or hostile). Select the optimal course of action.
  • Your plan should be based on the optimal solution to achieve your aim. Discarded or sub-optimal courses of action (friendly and enemy) may provide input for contingency planning and risk management.

I’m never too busy to discuss your needs or those of anyone else you feel may benefit from meeting or talking to me. So feel free to contact me at any time!

Richard Martin is a Master Strategist and Leadership Catalyst. Richard brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2014 Richard Martin. Reproduction and quotes are permitted with proper attribution.

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