BRIEFING CHECKLIST

BRIEFING CHECKLIST for soldiers

BRIEFING CHECKLIST

Preparation involves many details, none of which you can let slide. If you don’t do it right the first time, you won’t likely get a chance to do it over. If your
action is important or has high visibility, assume you’ll have to brief it.

  • ANALYSIS OF SITUATION
    1. Audience
        • (1) Who and how many.

      (2) Official position.

      (3) Knowledge of subject.

      (4) Personal preferences.

       

    2. Purpose and type.
    3. Subject.
    4. Physical facilities.
        • (1) Location.

      (2) Arrangements.

      (3) Visual aids.

       

  • SCHEDULE PRESENTATION
    1. Complete analysis.
    2. Prepare outline.
    3. Determine requirements.
    4. Schedule rehearsals.
    5. Arrange for final review.

     

  • CONSTRUCT THE BRIEFING
    1. Collect material.
    2. Prepare first draft.
    3. Revise and edit.
    4. Plan use of visual aids.
    5. Practice.
        • (1) Rehearse.

      (2) Isolate key points.

      (3) Memorize outline.

      (4) Develop transitions.

      (5) Use definitive words.

       

  • DELIVERY
    1. Posture.
        • (1) Military bearing.

      (2) Eye contact.

      (3) Gestures and mannerisms.

       

    2. Voice.
        • (1) Pitch and volume.

      (2) Rate and variety.

      (3) Enunciation.

       

    3. Attitude.
        • (1) Businesslike.

      (2) Confident.

      (3) Helpful.

       

  • FOLLOW UP
    1. Ensure understanding.
    2. Record decisions.
    3. Inform proper authorities.

 

BRIEFING TIPS

DO NOT SUMMARIZE

DO NOT ASK QUESTIONS

DO NOT EMOTIONALIZE

USE AIDS

BE FACTUAL

BE FORMAL

BE FLEXIBLE

BE BRIEF