Aplicables también a la «batalla diaria» del mundo laboral.
Procedimientos, orden, estructura. Si algo se aprende del mundo militar, como metodólogo, es a filtrar y depurar procedimientos. Creo que este material canadiense es apropiado como introducción metodológica a la planificación , para que cada cual explore posibles aplicaciones a la vida civil.
Empezamos con The Sixteen Steps of Battle Procedure, que traduzco a continuación:
1-Recibir orden de advertencia
2-Horario rápido
3-Mapa rápido
4-Recibir Órdenes
5-Análisis de Misión
6-Emitir orden de alerta
7-Horario detallado
8-Mapa detallado
9-Plan de reconocimiento y realización del reconocimiento
10-Completar la estimación y el plan; entregar el informe de vuelta
11-Emitir una orden de alerta suplementaria/orden de alerta detallada
12-Preparar y emitir órdenes (SMESC)
13-Coordinar las actividades y necesidades de los subordinados
14-Supervisar el despliegue
15-Ejecutar la misión
16-Revisión posterior a la acción (AAR)
Desglosados, en inglés:

| Step | Battle Procedure | Items to Consider |
|---|---|---|
| 1 | Receive Warning Order | a. On Time? b. Asks pertinent questions? |
| 2 & 3 | Quick Time Quick Map | a. Are the timings for orders appropriate and the time allocated reasonable? b. Is the Quick Map done with a focus on what concurrent activities could be issued to the section in WO? c. Aware of location of Orders? Any prelim moves? d. Does the Leader look for the best suitable place for his orders? |
| 4 | Receive Orders | a. Is the Leader on time and prepared to receive orders? b. Is the Leader calm when receiving orders? c. Are his questions relevant to the mission at hand? d. Is the Leader able to answer questions? |
| 5 | Mission Analysis | a. 2 Up Intent understood and considered? 1 Up Con Ops understood and considered? Implied and Assigned Tasks deducted? Constraints observed and deducted? b. Sound Mission Statement drafted? |
| 6 | Issue Warning Order | a. Is the Wng O well prepared? b. Does the Leader issue Wng O in a timely fashion c. Do all members of the Section get it from either IC or 2IC? Was the Wng O complete and given in a correct sequence |
| 7 | Detailed Time | a. Are all the timings present and do they make sense? b. Does the Leader allow himself enough time to complete adequate planning? c. Does the Leader allow himself enough time for the execution of the mission? |
| 8 | Detailed Map | a. Clear considerations to ground (water, obstacles, open ground) b. COPPED covered properly? |
| 9 | Recce Plan and Conduct Recce | a. Is the plan sound? b. Considered all options available? c. Security considerations for the Recce? d. Time Effective? e. Is it successful? f. Is security maintained? |
| 10 | Complete Estimate and Plan; Deliver Back Brief | a. Assessment of Factors completed? b. Sound COA’s derived and assessed properly c. Developed a sound plan based off of COAs using all avail info d. Deliver Back Brief |
| 11 | Issue a Supplementary Warning Order/ Detail Warning Order | a. Is the Supplementary WO well prepared? b. Does the Leader issue WO in a timely fashion c. Is the WO complete and given in a correct sequence d. Are changes properly addressed? |
| 12 | Prepare and Issue Orders | SITUATION ENEMY SITUATION FRIENDLY MISSION STATEMENT EXECUTION Concept of Ops Grouping and Tasks / Actions On Coordinating Instructions SERVICE AND SUPPORT COMMAND AND SIGNALS |
| 13 | Coordinate Activities and Requirements of Subordinates | a. Ensure all tasks given to section are completed? b. Are meals, rest, and all other admin completed? c. Does the Leader conduct rehearsals? d. Ensure that all timings are being met? |
| 14 | Supervise Deployment | a. Are the correct people in the right place at the right time? b. Are the necessary resources (weapons/kit) in place to complete the task? |
| 15 | Execute Mission | |
| 16 | After Action Review | a. Detail the outline of the Mission? (Intent / Plan) b. Explain how the plan unfolded? c. Discuss strong points? d. Discuss the points to improve? e. Involve all troops? |
Y en vídeo:
Una plantilla-mapa mental para recordar los pasos importantes y su estructura:


Y para terminar, en un pdf he incluido, a este material, el manual CFJP 5-0, The CF Operational Planning Process y el glosario Intelligence Preparation of the Battlefield (IPB) Todo en uno, más útil para tener una visión general a mano.