Monday, May 17, 2021

Staff Ride/Case Study/Site Visit - What's the Difference?

Florida Blue Ribbon Staff Ride
(Blue Ribbon Staff Ride/George Risko, Florida Forest Service)

You and your team are heading home from an incident and come up on the location of a fatality event. You pull over and proceed to walk around the site and have a few deep discussions here and there about the events of the incident. Someone even pulls up the accident report. Is it a staff ride (your entire team is there) or a site visit?


Hohenfriedeberg, Battle of Hohenfriedeberg, Attack of Prussian Infantry, June 4th, 1745 - shown "Potsdam Giants" Grenadier Guards Batallion (1806: No. 6). History Painting by Carl Röchling (1855-1920).
Hohenfriedeberg, Battle of Hohenfriedeberg, Attack of Prussian Infantry, June 4th, 1745 - shown "Potsdam Giants" Grenadier Guards Battalion (1806: No. 6). History Painting by Carl Röchling (1855-1920).
Staff rides were developed by the Prussian Army in the early nineteenth century and have been used by the militaries in many countries since then. In the 1970s, the U.S. Army and the U.S. Marine Corps turned to staff rides with great enthusiasm and now they are considered essential instructional techniques in advanced military schools and in field units.

Photo credit: U.S. Army Center of Military History
Photo credit: U.S. Army Center of Military History
The intent of a staff ride is to put participants in the shoes of the decision makers on a historical incident in order to learn for the future. A staff ride should not be a tactical-fault finding exercise. Participants should be challenged to push past the basic question of "what happened" and examine the deeper questions of leadership and decision making:
  • "What would I have done in this person's place?" 
  • "How detailed should the guidance from a superior to a subordinate be?" 
  • "Can a senior leader make use of a competent but overzealous subordinate?" 
  • "What explains repeated organizational success or failure?" 
The study of leadership aspects in a staff ride transcend time and place.

Staff Ride
A field study that is conducted on the ground where an incident or event happened. A staff ride consists of three distinct phases:
  • a systematic Preliminary Study of a selected fire or other emergency operation,
  • an extensive Field Study to the actual site(s) associated with the incident, and 
  • an opportunity for Integration of the lessons derived from the study and visit.
Staff rides require maximum participant involvement before arrival and at the site to guarantee thoughtful analysis and discussion.

A staff ride should avoid being a recital of a single investigation report. Such reports rarely address the human factors that affect individual decision-making. For this reason, providing participants with a variety of information sources is important.

Case Study
  • An analysis of persons, events, and decisions that are studied holistically.
  • Does not need to be conducted at the site of the incident, but could include a visit to the incident location.
  • Case studies are used to demonstrate a thesis or principle.
  • Case studies are led and require facilitation.
Site Visit
A visit to the actual location associated with an incident or event to provide opportunity to gain meaningful perspective and insight.

Idaho City Hotshots at the Rattlesnake Fire
(Photo credit: Idaho City IHC; Rattlesnake Fire)
Virtual Site Visit
A virtual site visit follows the same methodology as a "live" or "field" staff ride, but because travel restrictions preclude a trip to the incident location, the terrain is replicated in a virtual environment.

Material from virtual site visits may be used to help conduct case studies and staff rides.

Wildland Fire Leadership Challenge

To answer our original question, you and your team have conducted a site visit. Chances are you have not fully engaged in the preliminary and integration phases.

This does not make your exercise insignificant, it just doesn't meet the parameters for a staff ride as prescribed in the Wildland Fire Staff Ride Guide.

Wildland Fire Staff Ride Guide cover

For more information or questions regarding staff rides, contact George Risko (Florida Forest Service), Staff Ride Coordinator.

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