Posted on Dec 23, 2021
SGT Evan Rob
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As an extension of the new FM 7-22 doctrine (H2F), myself and others are working to create programs/initiatives within our State to improve overall readiness and lifestyles of National Guard Soldiers. I have a list of cost-effective program ideas (running groups, equipment sharing, cooking courses, etc.) with details (purpose, preparation, possible risks, implementation process, future growth, etc.) on how to get these initiatives off the ground (currently, these "initiatives" are in the form of many word documents. What I'm curious about is how final products/requests should look, and how they should be delivered/presented? What will higher-ups be looking for (to deny or approve)? What have any of you learned from in the past that may cause delays/pushback? What is the process like after these requests leave my office?
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MSG Intermediate Care Technician
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On this level of play, I'm not sure the exact process but...it sounds like a Decision Briefing is what you're proposing

Just on the basic level, you could write up a decision memo and create a ppt decision briefing. What it would encompass is the proposed idea, the current process the proposed idea would replace (if applicable), the pros and cons, and the cost.

And being that this is for the Guard...and I am guessing either Guard wide or just the State....I would recommend starting at the State level. Then, for this you would need to ensure that decision memo/brief gets to TAG...or you can get an audience with TAG to pitch your brief.
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Lt Col Jim Coe
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Two ways you could format your information:
1. Lean Six Sigma process improvement project. LSS Program provided preformatted slides for each phase of a process improvement project. Customizing these slides for each of your initiatives will help leadership understand what you're proposing and how it can be implemented. The trick is finding the slides. A process improvement office at your BN level or higher should have the slides or know where they are on the web. Also possibly an Army Process Improvement site on AKO may have the slides.
2. Project Management presentation. Use the format Project Management Institute (PMI) recommends for project managers to show how their project is progressing through project management phases. Look for a person in your unit who is a Project Management Professional (PMP). He or she will have access to the PMI website resources (http://www.PMI.org). Formats for reports and briefings may be available. Additionally, a PMP can help you manage your projects.

If you strike out on finding these resources, message me individually and I'll try to provide some of the formatted briefings.
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CPT Owner
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I've brought up a similar question within my Unit regarding Professional organization activities, I'd recommend starting with your BN XO or your Plans/AS3 (whoever your full timer is)
They will know how to submit those types of proposals and requests.
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