NATO/PfP/MD/ICI UNCLASSIFIED
References
MC 458
NATO ETEE Policy
Bi-SC 75-2
ETEE Directive
Bi-SC 75-4
Experimentation
Bi-SC 75-7
Education &
Individual Training
Bi-SC 80-6
Lessons Learned
Bi-SC 75-3
Collective Training &
Exercise
ACO Forces
Standards Volumes I-X
Bi-SC 80-90
NATO Task List
ETEE: Education, Training, Exercises, Evaluation
NATO/PfP/MD/ICI UNCLASSIFIED
Bi-SC 75-2
ETEE Directive
Bi-SC 75-7
Education &
Individual Training
Bi-SC 75-3
Collective Training &
Exercise
NATO/PfP/MD/ICI UNCLASSIFIED
Exercise roles and terms
• OSE - Officer Scheduling Exercise
• OCE - Officer Conducting Exercise
• ODE - Officer Directing Exercise
• EXDIR - Exercise Director
• DIREVAL - Director of Evaluation
• TA (PTA/STA) - Training Audience (Primary/Secondary)
• EXSPEC - Exercise Specification
• EXPLAN - Exercise Plan
• TO - Training Objective
• MEL/MIL - Main Events List and Main Incidents List
Bi-SC 75-3
Collective Training &
Exercise
Exercise Process
Concept &
Specification
Development
Stage I
Planning &
Product
Development
Stage II
Execution
Stage III
Post Exer.
Analysis &
Reporting
Stage IV
OSE Exercise
Guidance
Exercise
Specification
OCE Exercise
Pl Guidance Exercise
Plan
Observations &
Lessons
Identified
FER &
Lessons
Identified
Individual & Collective
Training
Ph 3.1
Crises Response
Planning
Ph 3.2
Execution
Ph 3.3
Evaluation
Ph 3.4
NATO/PfP/MD/ICI UNCLASSIFIED
Exercise Process Timing
Scenario
Module 1
Scenario
Module 2
OSE
EG
Training
Objectives
Approved
EXSPEC
CPTM
3CPTM
2
Main
Planning
Conference
Final
Coordination
Conference
Initial
Draft
EXPLAN
Final
EXPLANWorkshops
And
Additional
Conferences
Workshops
And
Additional
Conferences
SMA
Phase 1
Collective
training
CPG AFL ADL DDP
CPTM
1
Activate Core Planning Team (CPT)
Analyse OCE Requirements and Limitations
Issue OCE Exercise Planning Guidance
Develop Initial Draft Exercise Plan (EXPLAN) Framework
Develop Theatre of Operations Module
Conduct Site Survey
Initial
Planning
Conference
CPT TORDraft
Milestones
Refined
Draft
EXPLAN
Scenario
Modules
2-3
Scenario
Modules
4-5
Scenario
Module 6
Phase 2 Crisis
Response Planning
Phase 3
Execution
Final
MEL/MIL
Scripting
Scenario
Module 1
Scenario
Module 2
OSE
EG
Training
Objectives
Approved
EXSPEC
Approved
EXSPEC
CPTM
3CPTM
2
Main
Planning
Conference
Final
Coordination
Conference
Initial
Draft
EXPLAN
Final
EXPLANWorkshops
And
Additional
Conferences
Workshops
And
Additional
Conferences
Workshops
And
Additional
Conferences
SMA
Phase 1
Collective
training
CPG AFL ADL DDP
CPTM
1
Activate Core Planning Team (CPT)
Analyse OCE Requirements and Limitations
Issue OCE Exercise Planning Guidance
Develop Initial Draft Exercise Plan (EXPLAN) Framework
Develop Theatre of Operations Module
Conduct Site Survey
Initial
Planning
Conference
CPT TORDraft
Milestones
Refined
Draft
EXPLAN
Scenario
Modules
2-3
Scenario
Modules
4-5
Scenario
Module 6
Phase 2 Crisis
Response Planning
Phase 3
Execution
Final
MEL/MIL
Scripting
MEL-MIL Strategy &
Incident Development Workshops
MEL-MIL Scripting
Workshop
Final MEL-MIL
NATO/PfP/MD/ICI UNCLASSIFIED
Event Support Preparation
Strategy
Meeting
Incident
Development
MEL/MIL
Scripting
STARTEX
Validation
Entity
Design
JWC DB
Validation
MPC
OPLAN CJSOR
AFL IRF
RFP
RSOM
C2
Initialization
Action
Design
MNDDP
ADL TA
JWC
Scenario
Modules
OPFOR
ORBAT
NATO/PfP/MD/ICI UNCLASSIFIED
Key Activities
MEL-MIL Strategy Workshop (1-2 days)
Timing: after Main Planning Conference (MPC), before Phase 2 Crisis Response Planning (CRP)
Attendance: Chief MEL-MIL, Event Managers, Chief Scenario, COMSITFOR, MEL-MIL Manager, CAX Manager, MEL-MIL Analyst, exercise OPR, TA J7 representatives (as desired), Experimentation and Doctrine representatives (as required)
Key Inputs: Approved EXSPEC and Training Objectives, draft EXPLAN
Scenario Modules 1-2, draft Modules 3-4
Transformational objectives/goals
Key Outputs: Main Event List
Recommended improvements to Scenario modules, especially strategic guidance documents, as required
Briefing to inform OCE J-7 and selected JWC staff
NATO/PfP/MD/ICI UNCLASSIFIED
Key Activities
Incident Development Workshop (4-5 days)
Timing: after Phase 2 CRP – ideally after TA Operations Plans (OPLANs) delivery and analysis
Attendance: same as MEL-MIL Strategy Workshop plus SMEs (internal and external as required) and select Observer/Trainers (OTs) – those who have observed CRP and analysed TA OPLANs
Key Inputs: JFC and CC OPLANs and initial force lay-downs (when conducted after
Phase 2)
For CJTF exercises: ENDEX situation from corresponding NRF exercise (if linked)
JEMM (populated with updated exercise information)
Key Outputs: Master Incidents List
Storyboard framework for Events and Incidents
Plan for MEL-MIL Scripting Workshop
NATO/PfP/MD/ICI UNCLASSIFIED
Key Activities
MEL-MIL Scripting Workshop (7-10 days)
Timing: at least four weeks prior to Execution to allow time to review and refine Injects, update STARTEX documentation and validate/synchronise CAX simulation
Attendance: same as Incident Development Workshop plus external scriptors (optimally including personnel who will man Response Cells in EXCON), additional analysts from Training Improvement Section and Training Assessment Section, additional CAX personnel, and TA headquarters’ liaisons (not to be part of TA during exercise)
Key Inputs: MEL-MIL framework developed during Incident Development Workshop
Friendly forces and SITFOR lay-downs at STARTEX.
Briefings (Scenario, OPLANs, SITFOR, etc.) and training (JEMM, JTLS, scripting, etc.)
Updated/loaded JEMM
JEMM databases from previous exercises (beware of copy and paste!)
Key Outputs: MEL-MIL ready for final refinement
Key SITFOR actions to be input/synchronised into JTLS
Detailed Event briefings for EXCON training
Draft Collection Management Plan
Inputs to STARTEX documentation (Intelligence Summaries, other reports, etc.) as necessary
Draft Cause and Effect slides for daily EXDIR meetings during Execution