John Boyd (military strategist)
|Nickname||Forty Second Boyd, Genghis John, The Mad Major, The Ghetto Colonel|
January 23, 1927|
|Died||March 9, 1997
West Palm Beach, Florida
|Buried at||Arlington National Cemetery|
|Allegiance||United States of America|
|Service/branch||United States Air Force|
|Years of service||1945–1948 (Army Air Corps)
|Awards||Legion of Merit (4)|
|Other work||Military strategist|
Colonel John Richard Boyd (January 23, 1927 – March 9, 1997) was a United States Air Force fighter pilot and Pentagon consultant of the late 20th century, whose theories have been highly influential in the military, sports, business, and litigation.
Boyd was born on January 23, 1927 in Erie, Pennsylvania. He graduated from the University of Iowa with a Bachelor's degree in economics and later earned an additional Bachelor's degree in industrial engineering from Georgia Tech.
As a high school graduate, Boyd enlisted in the United States Army and served in the Army Air Forces from 1945 to 1947, assigned as a swimming instructor in occupied Japan. After graduating from the University of Iowa, he served as a U.S. Air Force officer from July 8, 1951, until his retirement on August 31, 1975. Boyd flew a short tour (22 missions instead of 100) in F-86 Sabres during the Korean War, during which he served as a wingman and never fired his guns or claimed an aerial kill. Boyd was later assigned to the USAF Weapons School, where he became head of the Academic Section and wrote the tactics manual for the school. He was dubbed "Forty Second Boyd" for his standing bet as an instructor pilot that beginning from a position of disadvantage, he could defeat any opposing pilot in air combat maneuvering in less than 40 seconds; Boyd was brought to the Pentagon by Major General Arthur C. Agan, Jr. to do mathematical analysis that would support the McDonnell Douglas F-15 Eagle program in order to pass the Office of the Secretary of Defense's Systems Analysis process. According to his biographer, Robert Coram, Boyd was also known at different points of his career as "The Mad Major" for the intensity of his passions, as "Genghis John" for his confrontational style of interpersonal discussion, and as the "Ghetto Colonel" for his spartan lifestyle.
During the early 1960s, Boyd, together with Thomas Christie, a civilian mathematician, created the Energy-Maneuverability theory, or E-M theory of aerial combat. A legendary maverick by reputation, Boyd was said to have stolen the computer time to do the millions of calculations necessary to prove the theory, but it became the world standard for the design of fighter aircraft. At a time when the Air Force's FX project (subsequently the F-15) was floundering, Boyd's deployment orders to Vietnam were canceled and he was brought to the Pentagon to re-do the trade-off studies according to E-M. His work helped save the project from being a costly dud, even though its final product was larger and heavier than he desired. However, cancellation of that tour in Vietnam meant that Boyd would be one of the most important air-to-air combat strategists with no combat kills. He had only flown a few missions in the last months of the Korean War (1950–1953), and all of them as a wingman.
With Colonel Everest Riccioni and Pierre Sprey, Boyd formed a small advocacy group within Headquarters USAF that dubbed itself the "Fighter Mafia". Riccioni was an Air Force fighter pilot assigned to a staff position in Research and Development, while Sprey was a civilian statistician working in systems analysis. Together, they were the visionaries who conceived the LFX Lightweight Fighter program, which ultimately produced both the F-16 and McDonnell Douglas F/A-18 Hornet, the latter a development of the YF-17 Light Weight Fighter. Boyd's acolyte Pierre Sprey was also largely responsible for developing the highly successful Fairchild Republic A-10 Thunderbolt II or "Warthog" ground-support aircraft, although Boyd himself was not involved in this project, his interest being in air superiority fighter aircraft.
After his retirement from the Air Force in 1975, Boyd continued to work at the Pentagon as a consultant in the Tactical Air office of the Office of the Assistant Secretary of Defense for Program Analysis and Evaluation.
Boyd is credited for largely developing the strategy for the invasion of Iraq in the Gulf War of 1991. In 1981, Boyd had presented his briefing, Patterns of Conflict, to Dick Cheney, then a member of the United States House of Representatives. By 1990 Boyd had moved to Florida because of declining health, but Cheney (then the Secretary of Defense in the George H. W. Bush administration) called him back to work on the plans for Operation Desert Storm.  Boyd had substantial influence on the ultimate "left hook" design of the plan.
In a letter to the editor of Inside the Pentagon, former Commandant of the Marine Corps General Charles C. Krulak is quoted as saying "The Iraqi army collapsed morally and intellectually under the onslaught of American and Coalition forces. John Boyd was an architect of that victory as surely as if he'd commanded a fighter wing or a maneuver division in the desert."
The OODA Loop
Boyd's key concept was that of the decision cycle or OODA loop, the process by which an entity (either an individual or an organization) reacts to an event. According to this idea, the key to victory is to be able to create situations wherein one can make appropriate decisions more quickly than one's opponent. The construct was originally a theory of achieving success in air-to-air combat, developed out of Boyd's Energy-Maneuverability theory and his observations on air combat between MiG-15s and North American F-86 Sabres in Korea. Harry Hillaker (chief designer of the F-16) said of the OODA theory, "Time is the dominant parameter. The pilot who goes through the OODA cycle in the shortest time prevails because his opponent is caught responding to situations that have already changed."
Boyd hypothesized that all intelligent organisms and organizations undergo a continuous cycle of interaction with their environment. Boyd breaks this cycle down to four interrelated and overlapping processes through which one cycles continuously:
- Observation: the collection of data by means of the senses
- Orientation: the analysis and synthesis of data to form one's current mental perspective
- Decision: the determination of a course of action based on one's current mental perspective
- Action: the physical playing-out of decisions
Of course, while this is taking place, the situation may be changing. It is sometimes necessary to cancel a planned action in order to meet the changes. This decision cycle is thus known as the OODA loop. Boyd emphasized that this decision cycle is the central mechanism enabling adaptation (apart from natural selection) and is therefore critical to survival.
Boyd theorized that large organizations such as corporations, governments, or militaries possessed a hierarchy of OODA loops at tactical, grand-tactical (operational art), and strategic levels. In addition, he stated that most effective organizations have a highly decentralized chain of command that utilizes objective-driven orders, or directive control, rather than method-driven orders in order to harness the mental capacity and creative abilities of individual commanders at each level. In 2003, this power to the edge concept took the form of a DOD publication "Power to the Edge: Command ... Control ... in the Information Age" by Dr. David S. Alberts and Richard E. Hayes. Boyd argued that such a structure creates a flexible "organic whole" that is quicker to adapt to rapidly changing situations. He noted, however, that any such highly decentralized organization would necessitate a high degree of mutual trust and a common outlook that came from prior shared experiences. Headquarters needs to know that the troops are perfectly capable of forming a good plan for taking a specific objective, and the troops need to know that Headquarters does not direct them to achieve certain objectives without good reason.
In 2007, strategy writer Robert Greene discussed the loop in a post called "OODA and You". He insisted that it was "deeply relevant to any kind of competitive environment: business, politics, sports, even the struggle of organisms to survive", and claimed to have been initially "struck by its brilliance".
Foundation of theories
Boyd never wrote a book on military strategy. The central works encompassing his theories on warfare consist of a several hundred slide presentation entitled Discourse on Winning & Losing and a short essay entitled "Destruction & Creation" (1976).
In Destruction & Creation, Boyd attempts to provide a philosophical foundation for his theories on warfare. In it he integrates Gödel's Incompleteness Theorem, Heisenberg's Uncertainty principle, and the Second Law of Thermodynamics to provide a context and rationale for the development of the OODA Loop.
Boyd inferred the following from each of these theories:
- Gödel's Incompleteness Theorem: any logical model of reality is incomplete (and possibly inconsistent) and must be continuously refined/adapted in the face of new observations.
- Heisenberg's Uncertainty Principle: there is a limit on our ability to observe reality with precision.
- Second Law of Thermodynamics: The entropy of any closed system always tends to increase, and thus the nature of any given system is continuously changing even as efforts are directed toward maintaining it in its original form.
From this set of considerations, Boyd concluded that to maintain an accurate or effective grasp of reality one must undergo a continuous cycle of interaction with the environment geared to assessing its constant changes. Boyd, though he was hardly the first to do so, then expanded Darwin's theory of evolution, suggesting that natural selection applies not only in biological but also in social contexts (such as the survival of nations during war or businesses in free market competition). Integrating these two concepts, he stated that the decision cycle was the central mechanism of adaptation (in a social context) and that increasing one's own rate and accuracy of assessment vis-a-vis one's counterpart's rate and accuracy of assessment provides a substantial advantage in war or other forms of competition. The key to survival and autonomy is the ability to adapt to change, not perfect adaptation to existing circumstances. Indeed, Boyd noted that radical uncertainty is a necessary precondition of physical and mental vitality: all new opportunities and ideas spring from some mismatch between reality and ideas about it, as examples from the history of science, engineering and business illustrate.
Elements of warfare
Boyd divided warfare into three distinct elements:
- Moral Warfare: the destruction of the enemy's will to win, disruption of alliances (or potential allies) and induction of internal fragmentation. Ideally resulting in the "dissolution of the moral bonds that permit an organic whole [organization] to exist." (i.e., breaking down the mutual trust and common outlook mentioned in the paragraph above.)
- Mental Warfare: the distortion of the enemy's perception of reality through disinformation, ambiguous posturing, and/or severing of the communication/information infrastructure.
- Physical Warfare: the abilities of physical resources such as weapons, people, and logistical assets.
John Boyd's briefing Patterns of Conflict provided the theoretical foundation for the "defense reform movement" (DRM) in the 1970s and 1980s. Other prominent members of this movement included Pierre Sprey, Franklin C. Spinney, William Lind, Assistant Secretary of Defense for Operational Testing and Evaluation Thomas Christie, Congressman Newt Gingrich, and Senator Gary Hart. The Military Reform movement fought against what they believed were unnecessarily complex and expensive weapons systems, an officer corps focused on the careerist standard, and over reliance on attrition warfare. Another reformer, James G. Burton, disputed the Army test of the safety of the Bradley fighting vehicle. James Fallows contributed to the debate with an article in The Atlantic Monthly titled "Muscle-Bound Superpower", and a book, National Defense. Today, younger reformers continue to use Boyd's work as a foundation for evolving theories on strategy, management and leadership.
Boyd gave testimony to Congress about the status of military reform after Operation Desert Storm.
Maneuver warfare and the Marines
In January 1980 Boyd gave his briefing Patterns of Conflict at the U.S. Marines AWS (Amphibious Warfare School). This led to the instructor at the time, Michael Wyly, and Boyd changing the curriculum, with the blessing of General Trainor. Trainor later asked Wyly to write a new tactics manual for the Marines. John Schmitt, guided by General Alfred M. Gray, Jr. wrote Warfighting, during the writing, he collaborated with John Boyd. Wyly, Lind, and a few other junior officers are credited with developing concepts for what would become the Marine model of maneuver warfare.
Wyly, along with Pierre Sprey, Ray Leopold, Franklin "Chuck" Spinney, Jim Burton, and Tom Christie were described by writer Coram as Boyd's Acolytes, a group who, in various ways and forms, promoted and disseminated Boyd's ideas throughout the modern military and defense establishment.
- Coram 2002, p. 33.
- Coram 2002, p. 103.
- Michel 2006, p. 297.
- Michel 2006, pp. 77–78.
- Hillaker, Harry. "Tribute To John R. Boyd." Code One Magazine, July 1997.
- Coram, Robert. "Interview (Boyd: The Fighter Pilot Who Changed The Art of War.)". spanvideo.org. Retrieved: November 29, 2012.
- Burton 1993[page needed]
- Ford 2010, p. 11.
- Coram 2002, p. 355.
- Coran 2002, pp. 422–424.
- Ford 2010, pp. 23–24.
- Wheeler and Korb 2007, p. 87.
- Hammond 2001, p. 3.
- Greene, Robert. "OODA and You." Power, Seduction and War: The Blog of Robert Greene. Retrieved: September 7, 2011.
- Dreier 2012, pp. 74–85.
- Schwellenbach, Nick. "Air Force Colonel John Boyd's 1991 House Armed Services Committee Testimony." U.S. Project On Government Oversight, March 26, 2011. Retrieved: September 7, 2011.
- Coram 2002, p. 382.
- Coram 2002, p. 182.
- Boyd, John R. "Destruction and Creation." US Army Command and General Staff College, September 3, 1976.
- Burton, James G. The Pentagon Wars: Reformers Challenge the Old Guard. Annapolis, Maryland: Naval Institute Press, 1993. ISBN 1-55750-081-9.
- Coram, Robert. Boyd: The Fighter Pilot Who Changed the Art of War. New York: Little, Brown, 2002. ISBN 978-0-31679-688-0. Biography; contains "Destruction and Creation".
- Dreier, A.S. Strategy, Planning & Litigating to Win. Boston, Massachusetts: Conatus, 2012. ISBN 978-0-615-67695-1. Uses the OODA Loop as a core construct for a litigation strategy system unifying psychology, systems theory, game theory and other concepts from military science.
- Ford, Daniel. A Vision So Noble: John Boyd, The Ooda Loop, and America's War on Terror. Greenwich, London, UK: Daniel Ford, 2010. ISBN 1-4515-8981-6.
- Hammond, Grant T. The Mind of War: John Boyd and American Security. Washington, D.C.: Smithsonian Institution Press, 2001. ISBN 978-1-56098-941-7. An explanation of Boyd's ideas.
- Henrotin, Joseph. L'Airpower au 21ème siècle: Enjeux et perspectives de la stratégie aérienne. Réseau multidisciplinaire d'études stratégiques (in French) 1. Bruxelles: Bruylant (RMES), 2005. ISBN 2-8027-2091-0. Perhaps the best book (but in French...) on air strategy. Widely details John Boyd's theories.
- Lind, William S.. Maneuver Warfare Handbook. Westview Special Studies in Military Affairs. Boulder, Colorado: Westview Press, 1985. ISBN 0-86531-862-X. Based on John Boyd's theories.
- Michel, Col. Marshall. The Revolt of the Majors: How the Air Force Changed After Vietnam (and Saved the World). Cambridge, Massachusetts: MIT Security Studies Program, 2006.
- Osinga, Frans. Science, Strategy and War: The Strategic Theory of John Boyd. Abingdon, UK: Routledge, 2007. ISBN 0-415-37103-1. Aims to provide a better understanding of Boyd's ideas concerning conflict and military strategy. Contains a full description and explanation of all of his presentations. Takes reader beyond rapid OODA loop idea and demonstrates direct influence on development of Network Centric Warfare and Fourth Generation Warfare. Argues Boyd is first postmodern strategist.
- Richards, Chester W. Certain To Win: The Strategy Of John Boyd, Applied To Business. Philadelphia: Xlibris Corporation, 2004. ISBN 1-4134-5377-5. Develops the strategy of the late US Air Force Colonel John R. Boyd for the world of business.
- Wheeler, Winslow T. and Lawrence J. Korb. Military Reform: A Reference Handbook (illustrated ed.). Santa Barbara, California: Praeger Security International, 2007. ISBN 0-275-99349-3.
- "The Reformers" by John Correll in Air Force Magazine Online
- From Air Force Fighter Pilot to Marine Corps Warfighting by Jeffrey Cowan in Defense in the National Interest
- Briefings - Colonel John R. Boyd, USAF by Chet Richards, compiler in Air Power Australia
- "Defense and the National Interest" (Defense and the National Interest started in early 1999 to archive the commentaries of defense analyst [and Boyd "acolyte" Chuck Spinney. [W]e have the complete works of the late military theorist, Col John Boyd, USAF.) 
- "Defense and the National Interest" in Project On Government Oversight (DNI started in March 1999 with a grant from Danielle Brian and the folks at the Project on Government Oversight. Its original purpose was to house the growing collection of [Boyd "acolyte" Chuck Spinney’s commentaries on the foibles of our defense program.)
- Booknotes interview with Robert Coram on Boyd: The Fighter Pilot Who Changed the Art of War, January 26, 2003.
- On Intellipedia