THE STAFF RIDE
by
William Glenn Robertson
Prepared
for the
CENTER OF MILITARY HISTORY
UNITED STATES ARMY
WASHINGTON, D.C.,
1987
Foreword
Staff rides represent a
unique and persuasive method of conveying the lessons of the past to the
present-day Army leadership for current application. Properly conducted,
these exercises bring to life, on the very terrain where historic
encounters took place, examples, applicable today as in the past, of
leadership, tactics and strategy, communications, use of terrain, and,
above all, the psychology of men in battle. This historical study,
particularly with personal reconnaissance, offers valuable opportunities
to develop professional leadership and the capacity for effective use of
combined arms on the air-land battlefield. Take Gettysburg, for example.
The resolution, initiative, and courage of Colonel Joshua Lawrence
Chamberlain of the 20th Maine reflect valuable principles for study by
today's leaders. These leadership principles transcend technological
advances and have no historical bounds, no binding parameters of geography
and time. After a long hiatus, staff rides have again found their place as
an accepted part of professional leadership development, be it at the Army
War College, the Command and General Staff College, or a battalion in the
Seventh Army. We welcome The Staff Ride as an important new Army
publication. The wisdom contained within its pages will provide
appropriate guidance for those of us who want to utilize the staff ride to
enhance the professionalism of the Army. Our turn-of-the-century staff
rides stressed those "elements still important in battle ... leadership
and the psychology of men in combat." The participant in a properly
conceived and conducted historical staff ride will be rewarded by an
enhanced understanding of those key elements and of the essential fact
that battles are not systematic, logical undertakings but rather
activities of men with all their frailties and strengths.
John A.
Wickham, JR. General, United States Army Chief of
Staff
John O. Marsh, Jr. Secretary of the
Army
Washington, D.C. January
1987
Preface
In the summer of 1906, the assistant
commandant of the General Service and Staff School, Maj, Eben Swift, and
twelve officer-students at Fort Leavenworth boarded a train for Georgia.
So began the first "staff ride" for instructors and students at what is
now the U.S. Army Command and General Staff College. For five years the
staff ride was an important part of the Leavenworth curriculum. Since
then, staff riding as a technique of furthering the military education of
professional Army officers has been employed at the Army War College, the
Staff College, and elsewhere. Different from tactical exercises without
troops or from battlefield tours, staff rides combine a rigorous course of
historical preparation with an examination of the terrain on which an
actual battle occurred. This brochure demonstrates how a staff ride can be
made available to military leaders throughout the Army, not just those in
the formal education system. With a certain amount of effort, the moderm
commander can provide a powerful and enduring impetus to the professional
improvement of his subordinates, and along the way he can encourage and
enliven.his unit's esprit de corps-the constant objective of all
commanders in times of peace. After a long interruption that began in
World War II, staff riding slowly began to be rejuvenated in the U.S. Army
in the late 1960s and early 1970s, Professor Jay Luvaas, now on the staff
of the Army War College, performed yeoman's service in developing the
staff ride technique on our nation's battlefields. Seventy-three years
after staff rides were canceled at Leavenworth, a new version returned to
the curriculum at the Command and General Staff College; Lt. Gen. William
R. Richardson, commander of the Combined Arms Center, sponsored their
reinstitution. These new staff rides were a far cry from the relatively
simple affairs three-quarters of a century earlier. Historical knowledge
about all battles had advanced significantly. Military history as a
specialized field of historical study had emerged since the first staff
ride and provided a certain rigor to the exercise that had been lacking in
earlier versions. The students of the Staff College were more advanced
intellectually than their predecessors, and the faculty had also benefited
from the work of their forebears at the War College and elsewhere. The
staff ride took its new place at the Command and General Staff College in
academic year 1982-83. Since its reestablishment, the staff ride has
earned accolades from students and faculty alike as one of the most
powerful techniques of instruction available for the education of
professional soldiers. As a consequence of its growing reputation, as well
as that of its counterparts at the Army War College, an interesthas
developed throughout the Army. Officers from the highest echelons as well
as from single battalions have now taken up staff riding. Without
exception, those commanders who have already used the staff ride confirm
its value in developing leaders; in introducing their officers to the
benefits of military history; in supplementing current doctrinal,
operational, and technical knowledge; and in improving unit morale and
cohesion. The U.S. Army Center of Military History has been designated as
the coordinator of the Army's staff ride program. This brochure outlines
the various requirements associated with staff riding and establishes
flexible and practical standards for a successful exercise. The author of
this brochure, Dr. William Glenn Robertson, is an associate professor of
military history at the Command and General Staff College. He developed
and executed the concept of the new staff ride and heads that program for
the Combat Studies Institute under the leadership of Director Col. Louis
D. F. Frasche. Dr. Robertson is a lifelong student of the Civil War and a
veteran of many battlefield studies. His experience in the conduct of the
staff ride is distilled in the pages that follow. One final and important
note: All those who use this brochure as a guide for their staff rides are
encouraged to report their experiences, problems, and successes to the
Combat Studies Institute's Staff Ride Team. As new ideas and approaches
are reported, this publication will be updated, revised, and periodically
reissued.
WILLIAM A. STOFFT Brigadier General, U.S.
Army Chief of Military History
Washington, D.C. January
1987
THE STAFF RIDE
1.
Introduction
By its very nature, war is a highly complex affair
with a virtually infinite number of variables. Conducted in a dynamic
environment by human beings, themselves infinitely variable in personality
and intellect, war is played out on the three-dimensional chessboard of
terrain. That war is also highly emotional makes it especially difficult
to repficate through theoretical formulations because the human variables
are impossible to isolate and quantify exactly. Yet soldiers who are
charged with the conduct of war must continually strive in peacetime to
prepare themselves to wage it successfully. Direct personal experience is
one guide, but this knowledge usually is limited in scope and is often in
short supply. Theory provides one substitute for experience but alone is
far from satisfactory. Not nearly so neat and clear-cut as theory, but far
more, illustrative of the complexity engendered by human factors in war,
is military history. Carefully integrated into training, military history
can go far to provide the vicarious experience of war needed to further
the professional education of soldiers. One of the most effective ways to
enlist military history in the cause of professional riulitary education
is to study the operations of opposing forces inactual campaigns.
Campaigns of any historical period are replete with valuable lessons for
the professional soldier. Changes in technology and corresponding changes
in doctrine render some of the lessons obsolete, especially those linked
to minor tactics. But other lessons are timeless because they spring
either from universal operational principles or from universal human
characteristics. It is these universal lessons that are most important for
officers who aspire to higher command and a true mastery of the art of
war. During their careers most officers are exposed to these lessons in
some way, often through a sterile list of maxims or principles to be
committed to memory but neither fully analyzed nor understood. Such a
method, is inadequate to the ultimate purpose, that of so fixing in an
officer's mind both the principles and their circumstances that they will
become second nature in time of crisis. Just as the study of military
history provides universal lessons or principles, so too can it provide
the means to best inculcate them in the minds of officers. One way is to
relate the lessons or principles to specific historical case studies of
particular campaigns or battles. For the best results, these case studies
should not be superficial but should be as detailed as the circumstances
of study permit. Only by studying a campaign or battle in detail is it
possible to discover why events unfolded as they did. Further, if at all
possible the campaign or battle should be studied through primary sources
which provide both the required degree of detail and the serious
intellectual challenge to fully involve the mind of the student.(See
Section X.) What the student-the professional soldier-must achieve is
what German military theorist Karl von Clausewitz in On War defined
as critical analysis: determine the facts, establish cause and
effect, and analyze, the results. In simpler terms, the soldier must find
out what happened, establish why and how events occurred as they did, and
decide what these cause and effect relationships mean now. It is the
immediacv of this last element-the answer to the question, "So what?"-that
makes this approach to battle analysis a peculiarly military endeavor. The
effect of such analysis is synergistic in fostering not just lessons but a
deeper understanding of the realities of war. A significant component of
the detailed study of a campaign or battle is an analysis of the terrain
over which the action took place and the effect of that terrain upon the
campaign or battle. Good maps are essential for such analysis, but the
best maps are poor substitutes for firsthand knowledge of the terrain.
Thus a visit to the actual sites associated with a campaign, if they are
not too changed, is the ultimate step in analysis of the terrain's effects
on the action studied. If detailed historical case study encourages the
identification of universal military lessons, then a visit to the actual
site is the ultimate means of reinforcing these lessons in the minds of
students. The combination of systematic historical study of a campaign
with a visit to the site of operations for the purpose of professional
military education is a staff ride. II. Definitions
A.
General: Armies of various nations have conducted staff rides since at
least the midnineteenth century. As might be expected from their diverse
origins, staff rides have varied widely in concept and execution. In some
instances the operational situations employed as teaching vehicles have
been hypothetical, in others they have been historical. The goals of staff
rides have varied from the specific testing of operational concepts to the
general enhancement of professional and analytical skills. All staff
rides, however, have one idea in common-to place students on an actual
piece of terrain, confront them with an operational situation, and
stimulate them to reach conclusions or derive lessons from the experience.
B. Specific: Staff rides have often been confused with other types of
exercises that employ terrain. The following definitions clarify terms: 1.
A tactical exercise without troops (TEWT) involves a hypothetical scenario
played out on actual terrain, usually employing current doctrinal
concepts. Although the exercise may take place on an actual battle site,
any relationship to historical events is usually coincidental. A tactical
exercise without troops uses terrain, but not history, as a teaching
vehicle. 2. A historical battlefield tour is a visit to the site of an
actual campaign but with little or no preliminary systematic study. If led
by an expert, the historical battlefield tour can stimulate thought and
encourage student discussion but within limits set by the lack of
systematic preparation and involvement. A historical battlefield tour uses
both terrain and a historical situation but does not have a preliminary
study phase. 3. A staff ride consists of systematic preliminary study of a
selected campaign, an extensive visit to the actual sites associated with
that campaign, and an oppor-tunity to integrate the lessons derived from
each. It envisions maximum student involvement before arrival atthe site
to guarantee thought, analysis, and discussion. A staff ride thus links a
historical event, systematic preliminary study, and actual terrain to
produce battle analysis in three dimensions. It consists of three distinct
phases: preliminary study, field study, and integration.
III. Purposes and Objectives:
The staff ride is a
versatile educational tool. In a general sense, its sole purpose is to
further the professional development of U.S. Army leaders. Specifically,
it may be designed to achieve one or many objectives, depending upon the
needs of the student clientele and the circumstances under which the staff
ride is conducted. Some of these specific objectives may be: A. To expose
students to the dynamics of battle, especially those factors which
interact to produce victory and defeat.
B. To expose students to
the "face of battle," the timeless human dimensions of warfare.
C.
To provide case studies in the application of the principles of
war.
D. To provide case studies in the operational art.
E.
To provide case studies in combined arms operations or in the operations
of a single arm or branch.
F. To provide case studies in the
relationship between technology and doctrine.
G. To provide case
studies in leadership, at any level desired.
H. To provide case
studies in unit cohesion.
I. To provide case studies in how
logistical considerations affect operations.
K. To provide an
analytical framework for the systematic study of campaigns and
battles.
L. To encourage officers to study their profession through
the use of military history.
M. To kindle or reinforce an interest
in the heritage of the U.S. Army.
In fact, a carefully designed and
implemented staff ride can attain simultaneously all of these objectives
and more. Depending upon the campaign selected, the staff ride can
illuminate any principle or lesson at any chosen level. Because its
mixture of classroom and field study facilitates student involvement, it
ensures that any educational benefits are more likely to be retained. The
commander should view the staff ride as a part of his training program to
develop his subordinates. Like the Army Test and Evaluation Program, the
staff ride should be exercised, critiqued, and improved upon. Its focus
may vary according to the level of command to be exercised, the lessons to
be emphasized, or the type of operation to be studied. Whatever form it
takes, the staff ride is a continuing professional development exercise
which will outlive any commander's tour. Like all major recurring training
exercises, the staff ride should pass from project officer to project
officer, each of whom becomes expert in its conduct. The staff ride
file-all supporting documents, student packets, logistical support data-is
part of the unit file and does not leave with a commander or project
officer.
IV. Foundation of Staff Riding
A. Instructor
knowledge: The primary instructor and his associates should have
maximum knowledge of the selected campaign to the degree permitted by
circumstances. In other words, staff ride instructors must be true
subject-matter experts. They should ultimately be able to identify all
important facets of an extremely complex human event and understand how
these facets relate to each other. Having mastered their subject, the
instructors should impart this knowledge to students by using current
military concepts and terminology wherever possible. This subject-matter
expertise will seldom be, immediately available but will come
incrementally with every iteration of the staff ride. B. Student knowledge
and involvement: Students must have maximum knowledge of and
involvement in the staff ride to the degree permitted by circumstances.
Students must not be permitted to visit the campaign site without a
working knowledge of the basic framework of events, nor should they be
passive spectators at any stage in the exercise. Gained through both
individual study and collective discussion, this knowledge and involvement
will reap large benefits during the field study portion of the course. The
key is that students are active participants in the educational process:
in the exchange of information, in the stimulation of thought, and in the
collective analysis of the military operation. C. Complete integration of
the preliminary study and field study portions of the course: Staff
ride instructors must be aware that the preliminary study and field study
phases are individual parts of a larger whole. Standing alone, they cannot
drive home the desired lessons with the same force as truly integrated
presentation. Without the field study phase, the preliminary study phase
is an incomplete form of battle analysis, taught in a classroom
environment. Without the systematic analysis of the preliminary study
phase, the field study phase is simply a battlefield tour. Carefully
integrated, the two activities generate optimal under standing and
analytical thought.
V. The Instructor Team
A. General
principles: The primary instructor and his associates are the central
figures in the design and conduct of a successful staff ride. Although
National Park Service rangers, licensed guides, and local historians may
assist materially, they cannot be expected either to understand the
particular educational focus of the exercise or to design a program with
the U.S. Army's needs in mind...To the degree that the instructor team not
only designs the staff ride but conducts all aspects of it as well, the
goals dictated by the particular situation are best achieved and the U.S.
Army's needs best served. B. Specific requirements: To the degree that
circumstances permit, the instructor team should:
1. Be thoroughly
conversant with the sources, both primary and secondary, relevant to the
campaign selected.
2 . Understand the organizational, doctrinal.
and technological context in which the campaign took place.
3.
Understand the operational context in which the campaign took
place.
4. Be thoroughly conversant with the biographical data
available on the opposing commanders and their principal subordinates and
be able to characterize those individuals succinctly.
5. Know the
orders of battle of the opposing forces and be able to characterize
significant units in terms of size, armament, and quality.
6. Be
thoroughly conversant with the movements and operations of all significant
units in the campaign and be, able to distinguish those events
chronologically.
7. Be able to analyze the campaign and determine,
to the degree possible, the factors significant to the historical outcome,
including terrain not visited.
8. Know the ground associated with
all aspects of the campaign, to be able to guide students easily to all
relevant locations.
9. Understand current U.S. Army doctrine and
terminology.
10. Be able to interpret the significant events of the
campaign in terms of current U.S. Army doctrine and terminology wherever
possible and assist students to derive usable lessons from the
comparison.
11. Be able to assess carefully and monitor continually
students' knowledge and interest levels to generate and retain their
involvement throughout the exercise and keep them from becoming passive
spectators.
12. Continually work to refine and improve the staff
ride by developing new sources, new field study routes, more effective
training aids, and greater subject-matter expertise.
VI. Site
Selection
The selection of a campaign to be the subject of the
staff ride is one of the most important decisions the primary instructor
makes. Staff rides can be conducted wherever a historical campaign
occurred, but some campaigns make far better teaching vehicles than
others. Among the major considerations in selecting a site are:
A.
Experience level of the opposing forces: No matter how well trained in
peacetime, units behave differently in their first engagements than in
subsequent contests. If "first battle" lessons are important, engagements
such as First Bull Run or Kasserine Pass should be chosen. Otherwise,
operations involving veteran units will provide a far richer variety of
lessons.
B. Echelon of command: Certain sites are well suited to
illuminate lessons at the small-unit level but offer little from the
operational perspective of war. Other campaigns are rich in operations
that illuminate timeless staff problems. A staff ride class consisting of
officers at battalion and company level should select a campaign most
useful in providing lessons for that particular echelon of command.
Similarly, a staff ride class consisting of general officers will profit
more from studying a campaign chosen for its operational situations than
one chosen for its minor tactics. Many campaigns (Napoleonic, American
Civil War, the world wars, and the Korean War, for example) are complex
enough to serve as excellent teaching vehicles at any echelon of
command.
C. Type of terrain: Campaign sites can be found which
encompass virtually any type of terrain desired-mountains, plains, heavy
vegetation, desert, large or small streams.
D. Type of unit: The
staff ride methodology can accommodate virtually all significant types of
units. Most campaigns provide opportunities for studying the operations of
infantry, artillery, and cavalry units, either singly or as combined arms.
Similarly, logistical and support functions can usually be addressed in
any campaign. Some campaigns, however, are not particularly useful in
illuminating the role of specialized units such as engineers.
Twentieth-century innovations such as armor and aviation are most easily
studied on modern battlefields, although open-minded students guided by
imaginative instructors can study these branches by analogy and on
premechanized battlefields.
E. Integrity of historical
setting: Some campaign sites remain relatively unchanged from their
original historical settings, either because of conscious preservation or
because of unsuitability for development. Other sites have been altered to
one degree or another but are still recognizable and thus usable. Still
others have been virtually obliterated, leaving little or nothing of the
historical scene intact. Staff rides can be conducted at any of these
sites, but as the degree of historical integrity declines, the task of the
primary instructor and his associates becomes more difficult. Students
have enough difficulty in mastering the details of past organizations and
events; their task is made all the more difficult if they are required to
block out many modern intrusions as well.
F. Availability of
sources: A staff ride requires the support of as many sources of
information as can be obtained. Even the simplest campaign entails an
enormous number of facts, and the more of these instructors and students
can gather and assimilate, the better they can interpret the campaign. If
both primary and secondary accounts exist, both should be
utilized.
G. Availability of logistical support: No matter how
excellent the chosen campaign may be as a teaching vehicle, it is not a
good candidate for a successful staff ride if the instructor-student party
cannot be supported logistically. Transportation, messing, and billeting
facilities, as needed, must be reasonably close at hand. The student's
attention should be completely focused on the intellectual aspects of the
exercise and not distracted by inadequate logistical support.
H.
Nearness to home station: Given the fiscal and time constraints imposed
by a school's or unit's particular circumstances, the optimum site for a
staff ride teaching specific lessons may be beyond the reach of that
school or unit. Nevertheless, every effort should be, made to seek a site
that meets as many of the previous criteria as possible.
VII The Preliminary Study Phase
In a staff
ride, the purpose of the preliminary study phase is to prepare the student
for the visit to the site of the selected campaign. If the student has not
been well prepared as to the purpose of the exercise, the organizational
and operational setting of the campaign, and the significant events of the
action, and if the student has not become intellectually involved in the
process of study, then the exercise becomes more a historical battlefield
tour. The preliminary study phase is critical to the success of the field
study phase and therefore equally critical to the success of the staff
ride as a whole. Since staff ride participants will usually be busy U.S.
Army professionals who may have had little interest in history, the
primary instructor and his associates must take student knowledge and
interest levels into account when designing the preliminary study phase.
The object is not to produce professional scholars but to use historical
case study to enhance the professional military education of U.S. Army
officers. A. Form: The preliminary study phase may take various forms,
depending upon the time available for study and the needs of the
participants: formal classroom instruction, individual study, or a
combination. Circumstances will dictate which form must be adopted, but it
should be clearly recognized that some forms represent far more effective
teaching techniques than others. 1. A preliminary study phase consisting
solely of a lecture or lectures by the instructor team should be adopted
only when extreme circumstances preclude the use of other methods.
Lectures, providing little or no opportunity for student involvement, are
most likely to produce passive students. In this form, almost all
student-instructor and student-student interaction will take place in the
field study phase. 2. At the opposite extreme from pure lecture is
individual study. This form consists of providing students with packets of
instructor-collected source materials to study individually before the
field study phase of the staff ride. While requiring greater participation
by the student than does the pure lecture, this form also forgoes the
benefits derived from instructor guidance and group discussion and tends
to encourage student passivity. 3. The optimum preliminary study phase
combines lecture, individual study, and group discussion moderated by the
instructor team. To get students actively involved, instructors may assign
them specific subjects to investigate more intensively than the general
background, material and then brief to the group, either in a formal
classroom setting or during the field study phase. Useful subjects in this
regard are specific leaders, specific units, critical events, or specific
functional areas such as logistics or communications. By creating
mini-experts on particular subtopics, this method virtually guarantees
lively discussion and divergent viewpoints among participants. Once
created in the preliminary study phase, this involvement carries over into
the field study phase with decidedly positive results. 4. Few Army
organizations will be able to devote to staff rides the time that is
available at the highest levels of the Army educational system. This does
not mean that staff rides are beyond their reach or that the preliminary
study phase should be abandoned. Instead, innovative approaches to the
preliminary study phase should be adopted. If formal classroom time is
severely limited, it should simply address the purpose and objectives of
the exercise as well as the historical, technological, and doctrinal
context of the chosen campaign. Carefully selected reading packets geared
to individual study then can illuminate critical aspects of the campaign
in more detail. If the packets are designed to offer divergent viewpoints
and generate discussion, so much the better. This discussion can take
place on the battlefield itself. 5. No matter what form is adopted for the
preliminary study phase, the instructor team must make every effort to
ensure that the purposes of that phase are met. The more limited the time
available for group discussion, the more the instructor team must
compensate by carefully choosing sources, providing individual study
packets, and being available to answer questions and stimulate thought. B.
Content: 1. The prelindnary study phase in any form must accomplish
certain tasks:
a. Students must be informed of, and clearly
understand, the purpose of the exercise. b. Students must become actively
involved in the exercise. They must not lapse into passive spectators. c.
Students must acquire the basic knowledge necessary to a general
understanding of the selected campaign. Generally, this basic knowledge
should consist of: (1) Organization, strength, armament, and doctrine of
the opposing forces. (2) Biographical and personality data on significant
leaders. (3) Relevant weapons characteristics. (4) Relevant terrain and
climatic considerations. (5) General outline and chronology of significant
events. d. Students must develop an intellectual perception of the
campaign that will be either reinforced or modified during the field study
phase. 2. If possible, students should use the preliminary study phase to
advance beyond general knowledge in their analysis and understanding. One
way to this advancement is to have individual students focus their
additional study on particular leaders, units, functional areas, or phases
of the campaign. 3. During the preliminary study phase, students must be
given access to the best sources that can be provided for them. As a
minimum, a modern account (analytical, if possible) and a modem
topographical map of the selected campaign should be made available to all
participants. Beyond these general materials, relevant primary sources
(such as after-action reports, official messages, personal accounts,
contemporary maps) should be provided.
VIII. The Field Study Phase
The field study
phase most readily distinguishes the staff ride from other forms of
systematic historical study. It culminates all previous efforts by
instructors and students to understand selected historical events, to
analyze the significance of those events, and to derive relevant lessons
for professional development. Because field study builds so heavily upon
preliminary study, each phase must be designed to produce a coherent,
integrated learning experience. If the prelirninary phase has been
systematic and thorough, the field phase reinforces ideas already
generated. This is not to say that a systematic and thorough preliminary
study phase permits a vestigial or hurried field study phase. Instead, the
visual images and spatial relationships created by carefully designed
field study reinforce any analytical conclusions acquired earlier. If, on
the other hand, preliniinary study has been hurried or incomplete, field
study may raise entirely new issues or lines of analysis. In either case,
the field study phase is the most effective way to stimulate the student's
intellectual involvement and to ensure that he or she retains any
analytical conclusions reached at any point in the staff ride process. A.
Design: 1. The field study phase should be designed to visit all
significant sites associated either with the selected campaign or with the
portion emphasized in preliminary study. If only a portion of the field
can be visited, the instructor team must summarize what occurred elsewhere
so that students comprehend the campaign as a whole. 2. The route should
be designed to visit sites in chronological order to avoid confusion and
unnecessary complexity. 3. The route should avoid both backtracking and
long barren segments to maintain involvement. 4. Planned stops or stands
along the route may be selected for historical significance, visual
impact, vignette suitability, or logistical necessity. No stops should be
made simply in the hope that something may turn up. (See Appendix A
for an example of the use of stands.) 5. The route schedule should be
flexible enough to permit brief unplanned stops to address issues that
students raise spontaneously. 6. If students have investigated certain
topics beyond the level of general background knowledge, both planned and
spontaneous stops provide opportunities for them, to share their findings
and stimulate discussion. 7. If available primary sources, such as vivid
personal accounts or period photographs, can be linked to specific sites,
those sites should be included in the route. 8. As much of the route as
possible should be traversed on foot. Many terrain features which seem
insignificant or are even invisible from a motor vehicle suddenly become
prominent when viewed from the foot soldier's perspective. This
perspective is critical to understanding all premechanized campaigns and
most modem ones as well. Widely scattered sites will require motor
transport between them, but, even so, students should dismount as
frequently as possible to experience the effects of terrain firsthand. 9.
Ease of access should be considered during the design of the field study
route but should not necessarily override other considerations such as
chronological development, site significance, or visual impact. 10. If
significant sites lie on private land, easements granting temporary access
must be obtained from property owners. No entry should be attempted
otherwise. 11. If possible, alternate routes should be devised for
segments of the primary route in case unforeseen circumstances or time
constraints require a modification of the original program. 12. The
instructor team should traverse the primary route and all alternate
segments to discover any timing or other problems that might interfere
with the successful completion of the field study phase. Instructors
should make additional spot checks, just before the exercise to ensure
that weather, accidents, or road repairs have not made the chosen route
impassable. B. Conduct: 1. Throughout the field study phase, the
instructor team should make every effort to maintain intense student
involvement by removing distractions and keeping attention focused. on the
exercise. 2. The instructor team should ensure that students are correctly
oriented both chronologically and spatially throughout the exercise. This
orientation must be a continuous process. No matter how thorough the
preliminary study phase has been, most students will tend to become
disoriented at some point along the field study route, particularly in
either close terrain or a highly complex historical situation. A partial
solution is to have all students carry compasses, maps, and notes on
relevant documentary material such as orders of battle, Nevertheless, only
the instructor team, with its greater knowledge of both the historical
events and the terrain, can ensure proper student orientation throughout
the field study phase. 3. A simple technique to enhance both student
involvement and orientation is the use of first person accounts, or
vignettes, at specific stops along the field study route. These personal
accounts are essential to any battle analysis, since they provide
important information on the attitudes, perspectives, and mental state of
the participants-the vital human dimension of battle. There are two
methods of providing such vignettes: a. The reading of vignettes drawn
from primary sources. Ideally, such vignettes are brief and colorful. The
instructor team should select them beforehand and arrange for easy access
in the field. Carefully devised and correctly executed, vignettes will
contribute significantly to re-creating the sense of time, place, and mood
which every staff ride must achieve to be truly successful. b. The use of
veterans. For relatively recent campaigns, veterans of the operation who
can supply truly living vignettes are unmatched for encouraging and
retaining interest and involvement by participating in discussions with
students and instructors. Veterans must be used carefully for best effect;
if possible, they should be chosen because of particular roles they played
in the selected campaign. Further, the instructor team should screen
veterans for articulateness and accurate recollection. In some cases,
screening may expose personal biases or personality traits that would make
a veteran ineffective. If such difficulties can be overcome, a staff ride
which includes veterans of the selected campaign will be extremely
rewarding. 4. At every opportunity during the field study phase, the
instructor team should stimulate student discussion and relate it to
similar discussions held during preliminary study. 5. Any bus used on the
field study route should be equipped with a public address system by which
the instruction team provides commentary, previews stops, or reads
vignettes to break the tedium. 6. Training aids can orient students,
clarify complex maneuvers, and create immediacy. Such aids may include
enlargements of contemporary photographs, situation maps, sketch maps,
diagrams, and tape recordings of weapons sounds and period music. 7. The
size of the student party and the instructor-to-student ratio will help
determine the quality of the field study phase. In general, as the
instructor-to-student ratio declines, so does student involvement, and
discussion. In most cases, thirty-five to forty students are the most a
single instructor can lead and retain any degree of personal interchange.
A much more effective ratio is one instructor for every fifteen to twenty
students. Members of the instructor team should be spaced throughout a
large party to answer questions, focus interest, and stimulate discussion.
8. During the dismounted portion of the field study phase. the instructor
team should maintain a steady pace, neither rushing nor dawdling but
progressing purposefully from point to point. The column should be kept
compact. With file-closers if necessary, to prevent straggling. Left to
their own devices, relatively large groups moving in column tend to
disperse and have to be gathered at each stop. 9. Given the inflexibility
of travel dates for most staff rides, both instructors and students should
be prepared for bad weather. All members of the group should have seasonal
protective clothing, and the instructor team should have route
modifications and other contingency plans. Normally, these simple
precautions will allow a successful field study even if weather is less
than ideal.
IX. The Integration Phase
No matter how
detailed the preliminary study or how carefully crafted the field study, a
truly successful staff ride requires a third and final phase. This
integration phase is a formal or informal opportunity for students and
instructors to reflect jointly upon their experience. Several positive
effects stem from the integration phase. First, it requires students to
analyze the previous phases and integrate what they learned in each into a
coherent overall view. Second, it provides a mechanism through which
students may organize and articulate their impressions of both the
selected campaign and the lessons derived from its study. Third, students
may gain additional insights from sharing these impressions with their
peers. Finally, the instructor team may use the integration phase to
solicit student comments on its performance and suggestions for
improvement. The integration phase may be conducted on the battlefield
immediately following the field study phase, at a nearby location
following the field study phase, or upon the return of the students to
their home station. In general, however, the integration phase is most
successful when it follows field study as closely as circumstances permit.
An instructor should moderate discussion during the integration phase and
focus on the exercise just completed, He or she should allot enough time
for all who wish to speak and for a complete discussion of any issues
raised. The instructor should encourage candor among all participants.
X. Sources
A. Both primary and
secondary sources are useful in a staff ride.
1. Primary sources
are documents produced by participants or eyewitnesses, either
contemporaneous with the events described or at some point thereafter.
Included among primary sources are official documents such as after-action
reports, orders, messages, strength reports, telephone logs, unit
journals, maps, and map overlays. Also included are personal accounts such
as letters, diaries, and reminiscences. For the most recent conflicts, the
oral recollections of a participant are a primary source. Although they,
like all sources, must be analyzed critically, primary sources are the raw
material from which historical events are reconstructed. 2. Secondary
sources are accounts of events produced by nonparticipants who received
their information secondhand from primary sources or other secondary
accounts. Secondary sources are most often narrative in form; many are
analytical in nature. Their authors range from enthusiastic amateurs to
professional historians. 3. Examples
a. For the period of the
American Civil War, a primary source is any of the 128 volumes of the U.S.
War Department's The War of the Rebellion: A Compilation of the
Official Records of the Union and Confederate Armies (Washington:
Government Printing Office, 1890-1901); a secondary source is Bruce
Carton's A Stillness at Appomattox (Garden City, N.Y.: Doubleday,
1953). b. For the period of World War II, a primary source is a unit
journal held in the National Archives; a secondary source is any volume in
the official series United- States Army in World War II, published by the
U.S. Army Center of Military History. 4. The function and placement of
primary and secondary sources in the course structure differ
significantly. B. Secondary sources are most valuable in the initial
stages of study when the immediate need is for general background
information and a simple chronological outline of events. Secondary
sources can also bring order to what initially seems a confusing jumble of
facts and conflicting testimony. Secondary sources thus reprfsent both an
introduction to the subject and a convenient framework on which to attach
relevant primary materials as they are digested. Analytical secondary
sources may also stimulate student analysis by providing a frame of
reference for initial discussion. C. Valuable as they are, secondary
sources should not be the sole materials furnished to staff ride students.
Because they represent a highly selective winnowiniz of a much larger mass
of primary materials, secondary sources tend to omit many details that may
be critical to an analysis of events by professional soldiers. Also, by
selecting only certain. facts for presentation, the author of a secondary
source tends to focus the student's attention in particular directions at
the expense of others, thereby losing profitable avenues of inquiry to all
but the most diligent. Finally, no matter how colorfully written,
secondary sources lack the immediacy and the impact of an account by a
participant or an eyewitness. D. Inevitably, certain units may be forced
to rely exclusively upon secondary sources such as the United States Army
in World War II series, Units which have conducted successful staff rides
by relying solely on secondary sources state that a good rule of thumb is
"the more, the better." Instructors should make every effort to collect as
many of the most pertinent secondary works as are available. The officers
of the unit should he canvassed for relevant works in their own
professional libraries and for friends in other units or on other posts
who would be willing to help build a temporary library. At the same time,
the instructor team should enlist the aid of post librarians, whose
collections often are part of much larger information and book-lending
networks. The objective should be to assemble the best available
operational picture of the action and arrange it to give the students a
thorough foundation for the preliminary study phase. As a further
inducement to participate in both the preliminary study and field study
phases, students might well be required to prepare their own operational
schematics and maps, especially if the secondary sources fail to provide
the kinds of details needed for the purpose of the exercise. All such
measures, however, are compromises. Efforts made by units even in the most
adverse circumstances to go beyond secondary sources will be rewarded by a
more stimulating and professionally useful experience. E. Primary sources
are most successfully introduced in the preliminary study phase after
staff ride students have already learned general background and basic
chronology, through either lectures or secondary sources. The value of
primary sources is threefold: 1. Primary sources provide a large quantity
of raw material for student analysis. Their richness of detail gives
students the opportunity to understand exactly how the opposing forces
conducted their operational and administrative affairs and permits
comparison between earlier and current practice. Reading original orders
and message traffic instead of summaries and paraphrases allows students
to draw their own conclusions about commanders' and staffs' mindsets at
particular times. Similarly, student analysis of original after-action
reports may generate insight into how the authors perceived certain events
and why they emphasized or omitted those events. Examination of
contemporary maps with all their imperfections may clarify otherwise
inexplicable operational decisions. 2. Primary sources allow students to
relate more closely to a past situation. By the very nature of the
exercise, staff ride students must attempt to place themselves
figuratively in another time and context. This sense of "how things were"
is difficult to attain but, to the degree it can be achieved, contributes
signally to the success of the exercise. Primary sources, judiciously used
in both the preliminary study phase and the field study phase, are the
most important resource available to propel the student to an earlier
time. 3. Because of their detail and complexity, primary sources are an
intellectual challenge to the staff ride student. They require the student
to study them, analyze them, and reach conclusions about them to a far
higher degree than do most secondary sources, The process through which
the student assimilates primary sources strengthens his or her commitment
to the exercise and involvement in a learning experience. An added
training benefit accrues to military leaders who use these contemporaneous
records; the staff estimates, orders, overlays, and after-action reports
are the same, or similar, kinds of staff actions they encounter day to day
with the U.S. Army in the field. F. The use of primary sources is not
without pitfalls. For instance, primary does not always equate to correct.
Because staff ride students are professional soldiers rather than
professional scholars, they often need assistance in threading their way
through the primary materials provided for their use. As their own
knowledge increases over time, instructors should be able to provide this
guidance, While important. such assistance should in no way relieve
students of their responsibility to involve themselves deeply in the
analytical process. Used intelligently, primary sources contribute greatly
to the success of a staff ride. Used ignorantly, they contribute equally
to its failure.
XI. Training Aids
Imaginative training aids
will improve both the preliminary and field study phases. Availability and
suitability of these aids will vary with the historical period selected,
the amount of time available, and the amount of resources committed to the
project. The following types of training aids are a sample of what an
instructor team may use: A. Maps: Each student should have access to
topographical maps of appropriate scale as well as copies of maps
contemporary to the historical period under study. Maps of either type in
35-mm. slide, viewgraph, or panel chart format may be used by both
instructors and students in the preliminary study phase. During the field
study phase the instructor team may use appropriately marked maps to
illuminate specific points, while students may use maps to orient
themselves. B. Photographs: Large numbers of photographs exist from all
of America's wars beginning with the Civil War. These may be used by
instructors and students during the preliminary study phase to illustrate
any number of points. Photographs of uniforms' equipment, and commanders
are readily available and may enliven lectures and briefings. Action shots
from twentieth-century conflicts serve a similar function. An especially
effective technique during the field study phase is to match a historical
photograph to its actual site for a then-and-now comparison. C. Paintings,
drawings, and diagrams: When photographs are not available, these
illustrations may serve the same educational purpose. Diagrams created
especially for the staff ride by the instructor team may be used to good
effect in both the preliminary study phase and the field study phase. D.
Films and videotapes: Although these items may be costly and may not
fit into the time constraints of the preliminary study phase, they should
not be overlooked as an educational resource. Film footage of
twentieth-century conflicts is especially powerful. Other film or
television tape series showing the employment of weapons of an earlier era
can provide a visual dimension to battle analysis not attainable by any
other means. E. Tape recordings: In some circumstances tape recordings
may be useful either in illustrating a point or in setting a mood.
Recordings of nineteenth-century weapons firing may help to re-create
nineteenth-century campaigns. Recorded music from any period may provide a
useful link to the past. Veterans may record their recollections if they
are unable to join the field study phase in person. F.
Artifacts: Uniforms, personal effects, weapons, and inert ammunition
may be used in the preliminary study phase to illustrate a wide variety of
points. Their utility increases if students can examine them directly. G.
Terrain boards: Although often difficult to research accurately,
terrain boards may have some utility during the preliminary study phase to
illustrate the general nature of the terrain on which the selected
campaign was conducted. In no sense, however, should they be considered a
substitute for the field study phase of a staff ride.
XIL Logistical Support
Depending upon
such variables as the site selected for study, the size of the group, and
the amount of time available, logistical support of the field study phase
of a staff ride can be a complex operation that requires considerable
prior planning and coordination. Although often unnoticed by participants,
particularly if competently executed, this logistical support is a major
factor in the success or fail-are of the exercise. Specific details will
vary with individual staff rides, but certain general principles remain
valid. The logistical support of the field study phase should be so
designed that transportation, messing, and billeting will not detract from
the educational aspects of the exercise. This does not mean that the
instructor team must cater to every whim of the participants. It does
recognize, however, that poorly designed travel schedules, inadequate
messing arrangements, and uncomfortable billeting may distract students
from their primary purpose. Logistical support is an integral part of
field study and must be taken into account during the design of that
phase. For example, travel schedules may define the amount of time
available at the site and thereby limit what can be done educationally.
Messing sites may be limited to certain locations by regulation or
availability and therefore require adjustment of the proposed field study
route. Parking for motor vehicles or landing zones for helicopters may be
similarly limited and require adjustments. Safety considerations may also
force deviation from preferred educational routes. These and other
logistical considerations must be identified early in the planning process
and integrated into the design of the field study phase. If identified
soon enough, potential educational-logistical conflicts can usually be
resolved satisfactorily. Because of the detail and coordination involved,
responsibility for logistical support of the field study phase should be
formally assigned to a member of the instructor tearn. at the earliest
possible moment. This logistical coordinator should consult regularly with
the primary instructor to integrate education and logistics. When the
student party is especially large, additional members of the instructor
team will need to assist the logistical coordinator. Those assigned to
logistical duties must be made aware of the importance of their work to
the success of the exercise and should take pride in their tasks. Those
items arranged by the logistical coordinator and his assistants-timely and
dependable transportation, timely and nourishing meals or refreshments,
cost-effective but comfortable billets-all contribute to the quality of
the staff ride. The logistical coordinator should also provide for medical
support. A field environment raises the possibility of accidental injury
or exposure to health hazards. Infrequent medical emergencies do occur,
and contingency plans should be devised. Standard precautions should
include first aid kits, evacuation plans, and identification of nearby
sources of medical assistance.
XIII. Secondary Benefits
Although professional
military education is sufficient reason for devotingtime and resources to
a staff ride, certain secondary benefits may accrue as well. These
benefits spring from the fact that, for many participants, a visit to a
great battlefield is an emotional experience that. may reinforce their
feelings for their profession, their units, and one another. If
participants belong to the same unit, their shared experiences during the
exercise may strengthen the camaraderie and esprit so necessary for unit
cohesion. If promotions or individual achievement awards are due to be
conferred at the time of the staff ride, there can be no better setting
for the ceremony than a site hallowed by earlier deeds of sacrifice and
valor. Significant in themselves, such experiences become even more
meaningful in the context of a staff ride to the site of a great campaign
of the past. An example of an exercise desi ned principally to achieve
these secondary ends is described by Lt. Col. Richard M. Swain in "Terrain
Walk" (Field Artillety Journal 52 [July-August
1984]:46-47).
XIV. Concluding Remarks
The design and conduct
of a staff ride is not a simple task to be taken lightly or done on the
cheap. By its very nature, a staff ride is both time and resource
intensive. A staff ride requires subject-matter expertise, intelligently
applied in a systematic way, to guide professional soldiers through the
most complex of intellectual exercises-the analysis of battle in all its
dimensions. If a terrain exercise is all that is required, a TEWT can be
constructed on any convenient piece of ground. Such terrain exercises are
useful, but they are not staff rides. If soldiers are to be taken to a
battlefield of the past but there is little or no time for systematic
preliminary study, a historical battlefield tour is all that is required.
Such tours also have their place, but they are not staff rides. A staff
ride yields far broader results than a TEWT or a tour but is far more
difficult to devise, Those who want to create a staff ride must be aware
of these difficulties. Carefully designed and intelligently executed, a
staff ride is one of the most powerful instruments available for the
professional development of U.S. Army leaders.
APPENDIX
A
Selection of Stands
The following examples
represent a segment of the field study phase of the Command and General
Staff College current staff ride to Chickamauga battlefield in northern
Georgia. (See map for route taken by staff riders and location of
stands.)
Stand 19-Eli Lilly's 18th Indiana
Battery
Situation: 19 September 1863, p.m. Confederate units have
shattered Brig. Gen. Jefferson Davis' division and driven it west and out
of the Viniard field. Survivors pass through a new line established by
Col. John T. Wilder's brigade. Armed with seven-shot Spencer repeating
rifles, Wilder's men halt the Confederate charge. The Confederates take
refuge in a nearby ditch or ravine. Capt. Eli Lilly moves part of his
battery forward to sweep the ravine with devastating effect. Teaching
points: analysis of terrain, initiative, combined arms
Vignette:
Colonel Wilder's recollections: "At this point it actually seemed a pity
to kill men so. They fell in heaps, and I had it in my heart to order the
firing to cease, to end the awful sight. " From John Rowell, Yankee
Artillerymen: Through the Civil War with Eli Lilly's Indiana Battery
(Knoxville: University of Tennessee Press, 1975). Stand 20-17th
Indiana Infantry, Wilder's brigade
Situation: Same as Stand 19, but
in the infantry line, one hundred yards south.
Teaching points:
effect of new technology, human element in battle
Vignette:
Theodore Petzoldt, German immigrant in 17th Indiana Infantry:
It
was too fierce for human beings to face long, but the Rebels came on till
they reached a deep ditch... Here they hesitated and our firing became so
devastating they turned and fled for the protection of the woods on the
far side. Many never reached there for our repeating rifles were rapid and
we had many expert marksmen. Some of the retreating Rebels took temporary
refuge behind an old stable .... Occasionally one would break away and
make a run for the woods on the far side. One fellow carrying a flag
started on a run for this place. As he came into view from behind the
stable I took careful aim and fired at him, sure that I would see him
fall. But what was my astonishment to see him keep right on. I had missed
him... From Theodore Petzoldt, My War Story (Portland, Ore., 1917), pp.
103-04.
Stand 21-Hans Heg monument, north of Viniard
house
Situation: Same as Stand 19, but before Davis' division has
broken. One of the brigade commanders, Col. Hans Heg, is mortally wounded
while heroically rallying his troops. Carried westward across the
Lafayette road, he dies just north of the Viniard house. Teaching
point: leadership
Stand 22-Viniard field, on the slight rise that
was the tactical objective for both sides Situation: 19 September 1863,
evening. At the end of this day, both sides break contact and withdraw
from the Viniard field, leaving hundreds of wounded and dead behind. The
cries of the wounded greatly affect those who hear them. Teaching points:
analysis of terrain, the "face of battle" Vignette: Theodore Petzoldt,
17th Indiana Infantry:
From the field in front of me I began to
hear the cries of the wounded. Some in the delirium of the fever from
their wounds were calling "Father, oh Father, come quick, - while others
cried for "Mother, Mother," but no mother could hear... But the cry that
was incessant and which ranged from a low moan to a loud wail was
"Water-water-water. " We had orders not to move from our places.... But
after listening to that cry for "water, water," for a little while, I
could stand it no longer. As quietly as possible I slipped out of the
woods and into the field in front of me. [He strips canteens from the dead
and gives them to the wounded.] How horrible it all was. Some of the water
I gave to a poor fellow shot through the lungs and whose blood was slowly
oozing from his mouth. He had crawled into the gully to be protected from
the flying bullets during the day. I would have liked to have taken both
men back to our lines, but it would have done them no good for we could
not have taken care of them there if I had. So I left them in their
terrible pain and misery and went back to our lines .... From Petzold,
My War Story, pp. 106-08.
APPENDIX B
Additional
Assistance
Advice and assistance on how to plan and conduct
staff rides may be obtained from the following sources:
In the
Continental United States
The Chief of Military History U.S.
Army Center of Military History Washington, D.C. 20314-0200 Autovon
285-0291/0293 Commercial (202) 272-0291/0293
Military History
Director Department of National Strategy U.S. Army War
College Carlisle Barracks, Pa. 17013-5000 Autovon
242-3207 Commercial (717) 245-3207
Director Combat Studies
Institute U.S. Army Command and General Staff College Ft.
Leavenworth, Kans. 66027-6900 Autovon 552-2810/3831 Commercial (913)
684-2810/3831
Professor and Head Department of History United
States Military Academy West Point, N.Y. 10996 Autovon
688-2810 Commercial (914) 938-2810
In
Europe
Chief, Military History Office Attn:
AEAGS-MH Headquarters, U.S. Army, Europe, and Seventh Army APO New
York 09403 Autovon 370-8612/8127
In
Korea
Command Historian Attn: SJS-H Headquarters, Eighth
Army APO San Francisco 96301-0100 Autovon (315)
723-5213/5214
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