a. The study methodology comprises four main lines of effort. First, the start-point and foundation for the GF study is FM 1-01. Close examination of this manual helps to distill fundamental implications of how best to leverage the functionally discrete but organizationally integrated entities known as the operational Army and GF.
b. Next, because of the complexity and diversity of the GF, the study must rely on close collaboration with and participation from subject matter experts from each of the GF organizations that are making significant contributions to operational requirements.
c. Third, the study requires a comprehensive research effort from three perspectives: relevant historical experience; the recent operational experience of GF elements in support of OEF and OIF; and in-depth investigation into the innovations introduced within specific GF organizations to respond to operational requirements.
d. Finally, the study effort employed the Unified Quest (UQ) 2009 series of seminars as a means of collaboration and concentrated examination of specific study issues and themes.
1-7. Record of activities
a. Immediately following the approval of the GF concept program directive, JACD formed an integrated concept team (ICT) of GF representatives to support concept development.11 The ICT initially met and participated in a kick-off seminar in March 2008. The seminar produced a common understanding of FM 1-01 and the goal of the project, reviewed the GF capabilities available to support operations, identified important areas of investigation, and considered initial proposals with respect to the scope of the concept, principles of employment, assumptions, and possible conceptual themes. This event also reinforced the issue of capacity shortfalls as a central concern common to all GF organizations.
b. In May 2008, the study team attended the UQ 2008 capstone wargame as a means of in-depth collaboration with subject matter experts from FORSCOM, USACE, ARNG, and members of the intelligence community. The primary outcomes of this event were the development of an operational problem statement for the concept and the collection of detailed information on the organizational experiences of the organizations named above.
c. In June 2008, JACD developed, distributed, and obtained concurrence from the ICT on three important elements of the project: identification of six main themes; principles of employment; and assumptions regarding the conditions that would affect GF activities in support of operations in the future. In addition, numerous members of the ICT attended a conference hosted by ARCIC-Forward in Arlington, Virginia, on 30 June 2008, to determine if sufficient grounds existed to expand GF doctrine beyond FM 1-01. After considerable deliberation, the conferees concluded that no additional doctrine is needed because each GF organization already governs its own activities through internally developed handbooks, pamphlets, operating procedures, and regulations.
d. In July 2008, the Deputy Director, ARCIC approved the six main conceptual themes during an in-progress review. In addition, the GF concept was approved by Director, ARCIC, as one of the seven primary learning objectives for the FY09 ARCIC Campaign Plan. In the course of that process, a seventh theme was incorporated into the project.
e. In September 2008, after a brief hiatus in which the need for the GF concept was being reconsidered, the ARCIC Director approved the change in direction of the concept to a study.
f. From October 2008 through May 2009, research and collaboration continued, including participation by the study proponent and ICT members in several UQ 2009 seminars. The unity of effort seminar in November 2008 raised a potential option for increasing greater participation by government civilians in expeditionary requirements and illuminated the growing significance of military participation in building partner capacity. In March 2009, the GF seminar investigated most of the major themes in the GF Study through the simultaneous deliberations of three panels involving more than 70 people. GF representatives made numerous, valuable presentations that contributed to the study knowledge base.
g. As a result of the GF Seminar, four specific issues were identified for in-depth refinement at the April 2009 UQ Staff Exercise.
(1) GF implications regarding Army conduct of security force assistance, informally led by the Joint Center for International Security Force Assistance (JCISFA) and co-sponsored by the Army and U.S. Marine Corps (USMC) Counterinsurgency Center.
(2) Incorporation of GF capabilities in the global force management process, led by HQDA G-3/5/7.
(3) Development of a civilian expeditionary workforce, sponsored by HQDA G-1.
(4) The Army enterprise initiative, supported by the Army enterprise task force.
h. After development at the staff exercise, the four issues above were also introduced on the agenda for consideration by the global security panel at the UQ 2009 capstone wargame event at the Center for Strategic Leadership, Carlisle Barracks, Pennsylvania, May 2009. Although the panel displayed a clear interest in these issues, it did not endorse any of them for discussion at the senior leaders' seminar that culminated the event.
i. Organization of the study. The study report is organized based on the seven main themes that have guided the research effort.
(1) Chapter 2 addresses the improvement of the expeditionary quality of the GF.
(2) Chapter 3 examines the capability of the GF to provide reachback support to operations.
(3) Chapter 4 is concerned with GF roles in support of building capacity in partner nations, and focuses on reconstruction and security force assistance.
(4) Chapter 5 concerns how GF initiatives may improve the strategic responsiveness of operating forces.
(5) Chapter 6 is focused on how the GF can institutionalize capability for accelerated materiel development and equipping in response to urgent operational needs.
(6) Chapter 7 addresses the important issue of incorporation of GF capabilities into the joint global force management process.
(7) Chapter 8 addresses options available to GF organizations to mitigate the negative effects of diverting capabilities normally committed to primary mission performance to support of operations.
(8) Chapter 9 enumerates observations, conclusions, and recommendations for action or further study.
j. The aim of this study is to provide the most current information available, but it is not realistic to apply a uniform "information cutoff date" to its many diverse entries. Since this study highlights that innovation and adaptation are hallmarks of the GF's support to operations, it recognizes that some entries could be out-of-date even by the time of publication.