Spec Ops Overview_Slides With Notes_JSOU

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    Welcome to the Introduction to Special Operations Forces course lesson on Special

    Operations.

    In this lesson we will discuss the term Special Operations and identify some of thecharacteristics, requirements, and advantages of Special Operations, as well as, some

    of the differences between Special Operations and conventional operations.

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    To understand Special Operations warfare we need to first answer “What are Special

    Operations?” This understanding is necessary to appropriately and effectively

    conduct planning, execute operations, resource, support, and integrate Special

    Operations without competition but as a complement to conventional forces andother governmental agencies.

    Most armed forces are designed as large organizations for employment against

    military threats. The equipment, training, and tactics are standardized for application

    to a wide range of operations. Conventional forces conduct operations with baseline

    tactical units against tactical level objectives.

    Special Operations provide an option to conduct Tactical Operations using direct orindirect methods to achieve strategic and operational level objectives. Understanding

    what Special Operations are is a foundation to build follow on learning about Special

    Operations Forces, core tasks, and employment.

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    Depending on one’s frame of reference, past experiences, and individual notions the

    term Special Operations can have a different meaning and be easily confusing with

    other terms and acronyms. Before proceeding it is important to fully understand

    some terms and acronyms that are easily confused. Special Operations or SO whichare acts or activities.

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    Special Operations Forces or SOF are forces or units of the military services

    designated by the Secretary of Defense to conduct or support Special Operations.

    Examples of Special Operations Forces include units such as the Army’s 75th Ranger

    Regiment, the Navy’s SEAL Team 10 and Special Boat Unit 22, the Air Force’s 320th 

    Special Tactics Squadron and 353rd Special Operations Group and the Marine’s 1st 

    Marine Special Operations battalion.

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    Special Forces or SF are specific U.S. Army Forces, organized, trained, and equipped to

    conduct Special Operations with an emphasis of unconventional warfare capabilities.

    At the individual level, Special Forces are those individuals who have attended and

    successfully completed a qualification course and been awarded the Army Green

    Beret.

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    Doctrinal Special Operations are Tactical Operations conducted using either direct or

    indirect methods to achieve strategic or operational level objectives using military

    capabilities for which there is no broad conventional force requirement.

    In addition to achieving military objectives, Special Operations can also be used to

    support the application of diplomatic, informational, and economic instruments of

    power.

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    SO can be conducted in all environments but are particularly well suited for denied,

    hostile and politically sensitive environments.

    Special Operations can be conducted independently or in support of conventionalforces, other U.S. government agencies, or partner nations and may include

    operations by, with, or through indigenous, insurgent, or irregular forces.

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    To fully understand the doctrinally definition of Special Operations we need to look at thedefinitions of each of the levels of war.

    Strategic level of war— The level of war at which a nation, often as a member of a group of

    nations, determines national or multinational (alliance or coalition) strategic securityobjectives and guidance, and develops and uses national resources to achieve theseobjectives. Activities at this level establish national and multinational military objectives;sequence initiatives; define limits and assess risks for the use of military and otherinstruments of national power; develop global plans or theater war plans to achieve thoseobjectives; and provide military forces and other capabilities in accordance with strategicplans.

    Operational level of war— The level of war at which campaigns and major operations areplanned, conducted, and sustained to achieve strategic objectives within theaters or otheroperational areas. Activities at this level link tactics and strategy by establishing operationalobjectives needed to achieve the strategic objectives, sequencing events to achieve the

    operational objectives, initiating actions, and applying resources to bring about and sustainthese events.

    Tactical level of war— The level of war at which battles and engagements are planned andexecuted to achieve military objectives assigned to tactical units or task forces. Activities atthis level focus on the ordered arrangement and maneuver of combat elements in relation toeach other and to the enemy to achieve combat objectives.

    Special Operations are tactical operations, engagements, or activities that can have animmediate effect at the operational and strategic levels of war.

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    Special Operations differ from conventional operations in a number of ways. They require specialized

    personnel and equipment along with special tactics, techniques, and procedures exceeding that

    resident in conventional forces.

    These specialized forces require regional expertise, cultural knowledge, and language skills. Many of

    America’s Special Operations Forces are focused on a specific geographic region of the globe. The

    ability to speak the host nation language(s) coupled with an in depth understanding of the culture are

    powerful tools when trying to establish relationships, trust, and mutual respect.

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    Special Operations tend to accept a higher degree of physical or political risk. In many cases their

    objective is a high value target located in a denied area and away from friendly support bases and

    combat support units.

    Operating in small teams, Special Operations Forces will often be numerically inferior to their

    adversaries. This requires the implementation of risk mitigation measures into the operation. Given

    the situation the decision to conduct a special operation can have a high degree of political risk, but it

    can also reduce the chance of escalation.

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    Special Operations rely on a variety of unique modes of employment in order to infiltrate and

    exfiltrate to and from a target area undetected.

    Examples include freefall airborne operations which could be either high altitude high opening

    (HAHO) and high altitude low opening (HALO) techniques.

    Other modes include SCUBA operations or the use of underwater submersibles and low-level terrain-

    following fixed and rotary-wing operations.

    All of these different modes represent unique capabilities that are not resident in conventional forces.

    They require specialized equipment and training which is often of higher physical risk than that of

    conventional operations.

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    Special Operations are quite often dependent on very detailed and real-time intelligence

    requirements. Depending on the mission, this could include things like guard schedules, the height

    and thickness of walls, precise locations of both friendly and hostile forces, which way doors open

    and close, to name a few.

    The intelligence collection efforts required to conduct Special Operations against widely dispersed

    global terrorist threats is far different than those required in traditional warfare. In traditional

    warfare it takes a relatively low level of effort and resources to find the enemy but a substantial

    amount of resources to defeat them.

    Take the Cold War for example; we knew where the Soviet forces were located, their order of battle,

    what equipment they had, and their capabilities. They were not hard to find because they

    maneuvered in very large formations and quite often did not try to conceal themselves.Consequently, it took a rather low level of effort to find the enemy but a substantial effort to engage

    and finish them.

    The current campaign against violent extremist organizations is just the opposite. It requires a

    substantial level of effort and resources to find the target but a much smaller force to quickly conduct

    a finishing operation.

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    Special Operations are often conducted at great distances from major operating bases with operating

    units widely separated and disbursed across the operational area. This makes Special Operations

    ndependent from friendly support and service support and more reliant on indigenous support and

    assets.

    Because Special Operations are conducted over extended distances they require sophisticated and

    redundant voice, data, and video communications that can literally communicate around the world.

    Additionally, those systems must be compatible across the service Special Operations Forces or

    Special Operations information enterprise as well as with the conventional forces.

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    Special Operations are typically defined by one or more of the following

    characteristics:

    • Low visibility or clandestine operations

    • Conducted across the entire range of military operations

    • Complimentary to conventional operations

    • Often conducted by, with, or through non-U.S. forces

    • Direct and indirect approaches

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    Special Operations are typically low visibility or clandestine operations. Low visibility

    operations incorporate actions to limit the exposure of those involved and/or their

    actions.

    Examples include the use of civilian aircraft and vehicles or unmarked Department of

    Defense aircraft to travel or the wearing of civilian clothes to reduce the U.S.

    signature.

    Clandestine operations are operations conducted in such a way as to assure secrecy

    or concealment of the operation.

    Clandestine operations differ from covert operations which are operations that do

    not necessarily hide the operation or act but rather hide the sponsor of the act.

    Covert operations provide the sponsor plausible denial. The Department of Defense

    does not typically perform covert operations.

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    Special Operations are conducted across the full range of military operations from

    peacetime engagement to major operations and campaigns. They are typically an

    integral part of a theater campaign plan.

    Although Special Operations can be conducted unilaterally in support of specific

    theater or national objectives, they are most often designed and conducted to

    support the overall success of the geographic combatant commands’ campaign plan.

    Special Operations do not substitute or compete with conventional operations but

    rather support and complement them.

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    Special Operations are often conducted using indigenous or surrogate forces. The

    use of non-U.S. forces has several advantages to include providing legitimacy to the

    operation and reaching a resolution favorable to the United States or its allies

    without the need for an overt U.S. conventional force commitment.

    The opening days of Operation ENDURING FREEDOM in Afghanistan provides a good

    example of the use of indigenous forces. In early October 2001 U.S. Special

    Operations Forces infiltrated into Afghanistan, linked up with insurgent forces of the

    Northern Alliance and assisted them in overthrowing the Taliban controlling the

    country. The initial U.S. force operating with the Northern Alliance was two teams,

    twenty-four men, from the Army’s Fifth Special Forces Group.

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    Special Operations have some unique requirements.

    • They rely on individuals and small units proficient in specialized, nonconventional

    combat skills applied with adaptability, improvisation, and innovation.

    • Special Operations normally require precise tactical-level planning, detailed

    intelligence, and knowledge of the culture and language of the area in which the

    mission is to be executed.

    • Rigorous and often unique training, along with detailed mission rehearsals, are

    integral to the conduct of most Special Operations.

    • And, as previously pointed out, Special Operations often rely on the use of

    sophisticated or unique methods of insertion and extraction from hostile, denied,

    or politically sensitive areas conducted at great distances from friendly support

    and sanctuary.

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    trategic or operational objectives are often more vulnerable to a small unit than to large conventional

    ormations.

    pecial Operations provide military responses that minimize political liability or risk of escalationssociated with larger more visible build up and use of conventional forces.

    Well equipped and proficient forces can be deployed to avoid detection and failure in order to accomplish

    olitically sensitive missions.

    nally, the results of Special Operations are normally disproportionate to the size of the force employed.

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    pecial Operations are conducted using direct and indirect approaches. Both approaches are designed to

    fluence the behavior of adversaries.

    hese approaches enable the full potential of Special Operations Forces capabilities. They can be applied

    cross the range of military operations and can be employed separately, intertwined and simultaneously.ow and when the approaches are applied depends on the objective or desired end-state.

    eep in mind that direct and indirect approaches are activities, not people, units, or capacities.

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    The direct approach is a short, sharply focused offensive action to isolate and

    defeat a threat.

    Direct approaches focus on the physical or material such as a specific terrorist

    or critical piece of infrastructure.

    These activities are normally associated with violent kinetic actions and have

    clarity of purpose and a clearly defined aim. The direct approach is

    characterized by technologically-enabled small-unit precision lethality,

    focused intelligence, and interagency cooperation integrated on a digitally-

    networked battlefield.

    Extreme in risk, precise in execution, and able to deliver a high payoff, the

    effects of the direct approach are immediate, often visible to the public and

    have tremendous effects on the enemies’ networks.

    They are decisive at impact but do not necessarily achieve a definite end

    state.

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    Indirect approaches are focused on the psychological.

    They seek to prepare, shape and influence the environment, and target the

    minds of an adversary and/or a population.

    Indirect approaches are normally much longer in duration than direct

    approaches, some may take decades. They are normally planned for and

    executed in a protracted, methodical, and deliberate manner and are often

    conducted by, with, or through surrogate or indigenous forces to preserve

    legitimacy or obscure the sponsor.

    Special Operations activities that support the indirect approach include

    training, equipping, advising, and supporting foreign or partner nation forces,

    Civil Affairs operations and the conduct of both tactical and strategic level

    information support operations and campaigns.

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    The Doolittle Raid conducted in the early days of World War II offers an excellent historical example of

    a special operation.

    Following the Japanese bombing of Pearl Harbor in December of 1941, Japanese forces wererampaging through the Pacific capturing Wake Island and Guam and attacking the Philippine Islands.

    America did not have the capability to retaliate against Tokyo. We did not have Army Air Corps bases

    n proximity to launch an attack on Japan and the Navy did not have the capability to get close

    enough to Japan to launch aircraft carrying a payload of any significance. The Japanese seemed

    unstoppable and American morale was severely low.

    n January of 1942 a project was devised to launch Army Air Corps B-25 bombers off of a Navy aircraft

    carrier. The objective of the project was to bomb the industrial centers of Japan. It was hoped that

    the damage done would be both material and psychological. Material damage was to the destructionof specific targets with ensuing confusion and retardation of production.

    The psychological results, it was hoped, would be the recalling of combat equipment from other

    theaters for home defense, thus affecting some level of relief in those theaters, the development of a

    fear complex in Japan, improved relationships with our allies, and a favorable reaction on the

    American people.

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    n order to meet the mission parameters the aircraft were specially modified to carry more fuel and

    conduct bomb targeting from 1,500 feet. To accommodate these modifications other equipment was

    removed, including tail guns, the lower gun turret, radios, and the normal targeting sight which

    weighed several hundred pounds. One of the aircraft pilots devised a simple, cheap, and lightweight

    targeting site to replace the normal aircraft sight. In fact the materials for the improvised sight costonly twenty cents. Another innovative idea was to replace the removed tail guns with broomsticks

    painted black to give the appearance of weapons.

    The crews were all volunteers. Initially they volunteered for a mission that would be extremely

    hazardous, require a high degree of skill and be of great value to the nations’ defense efforts. They

    were not told of the exact mission until they reported for training and rehearsals at Eglin Field,

    Florida. Once advised of the mission, they were given an opportunity to revoke their volunteer

    statements, but none did.

    The plan called for the aircraft to launch from a point 400 miles off the east coast of Tokyo just before

    dark, bomb at night, and then fly on to recovery fields in China. To improve bombing accuracy one

    plane would take off ahead of the others and fire bomb flammable areas of the city for the other

    planes to use as navigation aids. The plan allowed the planes to take off during daylight hours and

    arrive at their recovery fields in China prior to darkness.

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    Unfortunately the best laid plans are subject to the fogs and frictions of war. At around 0730 on the

    18th of April 1942 the Naval Task Force, still some 800 miles from Japan, was spotted by a Japanese

    picket boat. Although the vessel was sunk by the task force, there was concern that the element of

    surprise might be lost. This resulted in a decision to launch the mission immediately.

    An immediate launch, eight to nine hours earlier than planned, would result in a daylight attack and a

    night time recovery in China. Both of these would significantly increase risk to the aircrews.

    Nevertheless, between 0820 and 0920 hours on 18 April 1942, sixteen specially modified aircraft and

    eighty men, five per aircraft, departed without incident from the aircraft carrier Hornet on a historic

    mission.

    Although the bombings were successfully carried out, all of the aircraft involved were lost and elevencrewmen were killed or captured. The actual physical damage caused by the bombings was negligible

    but the strategic effects of the mission were enormous.

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    From a psychological aspect the morale of the American public skyrocketed while the Japanese

    psyche was severely wounded. Japan’s leaders believed they were invulnerable to an American

    attack and made the people believe they were untouchable. However, the daring daylight raid by

    American bombers over Tokyo shook the confidence of the Japanese people and caused doubt in

    their military leaders.

    Militarily, Japan was forced to recall some of its front line forces and instead commit them to

    homeland defense. These forces included Japan’s main carrier battle force operating in the Indian

    Ocean, which was wreaking havoc against British naval forces and merchant shipping in order to

    extend their sea and air picket lines further out to sea. This recall removed a significant amount of

    pressure on British forces operations in the Indian Ocean. Additionally, the appearance of twin-

    engine land-based bombers confused the Japanese high command about the source of the attack. It

    was later concluded that this strengthened Admiral Yamamoto’s resolve to capture Midway Island

    which subsequently resulted in a decisive American victory at the battle of Midway.

    The Doolittle raid, which was officially named Special Aviation Project Number One, clearly fits the

    doctrinal definition of a special operation and demonstrated many of the characteristics of a special

    operation, along with some of the differences from conventional operations. It was a tactical

    operation to achieve strategic level objectives. It was accomplished by a small number of specially

    trained volunteer forces using modified equipment and tactics that were not routinely resident in the

    nation’s conventional forces. The mission demonstrated a capability that the Japanese didn’t know

    the United States possessed, was carried out far from friendly lines of support, had a high level of

    physical risk to the aircraft and crews, and the recovery phase of the operation was completely

    ndependent of friendly support relying totally on Chinese civil and military assistance.

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    This concludes the first lesson in the course. To sum up the lesson:

    • Special Operations are tactical level operations best applied to achieve operational

    or strategic level effects.

    • They are different from conventional operations and have unique characteristics,

    requirements and advantages.

    • Special Operations are applied across the full range of military operations using

    both direct and indirect methods which can be applied separately, intertwined, or

    simultaneously.

    • Special Operations compliment rather than substitute conventional operations and

    should be planned for during development of the theater campaign plan.

    • Understanding the characteristics, attributes, and requirements of Special

    Operations provides a fundamental understating of the types of missions that U.S.

    Special Operations Forces perform. In our next lesson we will look at the