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PME 210 Basic Staff Duties and Written Orders
Lesson 9 of 10PME 210

Liaison and Working with Other Headquarters

Lesson Overview

A force rarely acts entirely alone. It works under a higher headquarters, alongside other elements of its own force, and, especially for a humanitarian home-defence force, beside civil authorities and partner agencies running a shared response. For all these to act together rather than at cross purposes, their headquarters must communicate and coordinate, and the staff work that does this is liaison: the deliberate maintaining of contact and understanding between one headquarters and another so that they cooperate effectively. Liaison is its own staff craft because it is harder than it looks: two headquarters, each with its own plan, picture, and procedures, can each be doing its part well and still fail together, because neither knew what the other was doing, what it needed, or what it intended. This lesson is about the staff work that closes that gap: keeping a higher headquarters informed and drawing from it what the force needs, coordinating with flanking and partner headquarters so efforts mesh, and, where the task requires it, the work of the liaison officer sent to live alongside another headquarters as the link between them.

The lesson takes liaison in three parts. First, liaison upward, with the higher headquarters the force serves under: keeping it accurately informed so its picture includes the force, understanding its intent so the force acts in line with it, and drawing from it the support, information, and decisions the force needs. Second, liaison sideways, with flanking elements and partner agencies: coordinating plans and boundaries so neighbouring efforts support rather than obstruct each other, and, for a humanitarian force, working with the civil authorities and agencies who are often leading the response the force supports. Third, the liaison officer: the staff officer sent to another headquarters to be the living link between it and their own, and what makes that role effective, understanding both sides, representing their own headquarters accurately, and reporting back faithfully. Throughout, the lesson holds that liaison serves the same end as all staff work, the coordinated action of the whole, extended beyond the single headquarters to the others it must act with, and that a force which liaises well multiplies its effect by joining it to others'.

This is the knowledge layer. The hands-on skill, liaising with a higher headquarters, coordinating with a partner, and serving as a liaison officer, is practised and assessed in headquarters and multi-element exercises, including those involving role-played civil partners. By the end you will be able to liaise upward, keeping the higher headquarters informed, understanding its intent, and drawing what the force needs; liaise sideways with flanking elements and partner agencies so efforts mesh; serve as a liaison officer who is the effective link between two headquarters; explain why two headquarters each doing well can still fail together without liaison; and explain how liaison extends the coordination of staff work to the whole of which the force is part.

Key Terms

  • Liaison: the staff work of maintaining contact and understanding between headquarters so they cooperate effectively; the coordination of staff work extended beyond a single headquarters.
  • Higher headquarters: the headquarters the force serves under, whose intent the force acts within and from which it draws support, information, and decisions.
  • Flanking element: a neighbouring element of one's own force whose effort must be coordinated with one's own so the two support rather than obstruct each other.
  • Partner agency / civil authority: a non-military body the force works alongside, often leading the response the force supports, central to a humanitarian force's tasks.
  • Liaison officer (LO): a staff officer sent to another headquarters to serve as the living link between it and their own, understanding both and carrying accurate understanding each way.
  • Boundaries and coordination measures: the agreed divisions and arrangements (who is responsible for what ground or task, how efforts are deconflicted) that let neighbouring efforts mesh.
  • Keeping the higher headquarters informed: the duty to render the force's situation upward so the higher commander's picture includes the force accurately and currently.
  • Understanding intent: grasping the higher commander's purpose so the force acts in line with it, especially when detailed direction is absent (the intent of the orders and command courses).
  • Representing accurately: an LO's duty to convey their own headquarters' position, intent, and constraints truthfully to the headquarters they are sent to, neither overstating nor distorting.
  • Reporting back faithfully: an LO's duty to report to their own headquarters what they have honestly learned of the other's situation, intent, and needs.

Two headquarters can each do well and still fail together

The case for liaison is made by a failure that is common and avoidable: two headquarters, each competent, each doing its own part well, that fail together because they did not coordinate. The higher headquarters makes a sound plan, but it is built on a picture that does not include the force's true situation, because the force did not keep it informed, so it tasks the force for something it cannot do. Two flanking elements each clear their own ground well, but a gap opens between them that neither covered because neither coordinated the boundary, and the thing they were meant to stop passes through it. The force and a civil agency both work hard on the same relief, but they duplicate some efforts and leave others undone because neither knew what the other was doing. In every case the failure is not in either headquarters' own work, which may be excellent, but in the space between them, which no one tended. Liaison is the staff work that tends that space.

This is the coordination discipline of the previous lesson extended outward. There, the staff functions within one headquarters had to be joined so the plan held together at its internal seams; here, whole headquarters must be joined so the wider effort holds together at the seams between them, and the failure mode is the same, an excellent part that does not meet the next part. The reason liaison is a distinct and demanding craft is that the seam between two headquarters is harder to tend than the seam between two functions within one: the other headquarters has its own commander, its own plan and picture, its own procedures and priorities, and often, in the case of a civil partner, its own entirely different culture and way of working. Joining across that gap takes deliberate effort, communication, understanding, and arrangement, and it does not happen by itself; left untended, two headquarters drift into the parallel, uncoordinated working that fails them both. The staff officer who understands this tends the seams outward as carefully as inward, because a force that coordinates only within itself and not with the headquarters around it has joined its own functions into a whole plan that then fails to mesh with everyone else's, which serves the wider effort no better than an uncoordinated staff serves a single commander.

   TWO HEADQUARTERS CAN EACH DO WELL AND STILL FAIL TOGETHER

   HIGHER HQ plans soundly -- but on a picture missing the force's
        true state (force didn't keep it informed) -> tasks the
        impossible
   TWO FLANKS each clear their ground -- but a GAP opens between
        (boundary uncoordinated) -> the thing passes through
   FORCE + CIVIL AGENCY both work hard -- but DUPLICATE some efforts,
        leave others undone (neither knew the other's plan)

   the failure is not in either HQ's own work (often excellent) but in
   the SPACE BETWEEN, which no one tended.
   -> liaison = the coordination of Lesson 08 extended OUTWARD: join
      whole HQs at the seams between them, harder than internal seams
      (the other HQ has its own commander, plan, procedures, culture).

Liaison upward and sideways

Liaison with the higher headquarters the force serves under has two directions, both essential. Upward, the force must keep the higher headquarters informed, rendering its situation accurately and currently so the higher commander's picture includes the force as it really is, because a higher headquarters plans and decides on its picture, and a force that does not report itself into that picture will be planned around as if it were other than it is, or forgotten. The reporting discipline of Lesson 05 is the instrument, and liaison is the purpose: the force reports upward not for the form but so that the headquarters above it commands on a true picture that has the force properly in it. Equally, the force must understand the higher headquarters' intent, grasping the higher commander's purpose so that the force acts in line with it, especially when detailed direction is absent or overtaken, which is the intent that the orders and command courses showed guides a force when instructions no longer fit. A force that understands its higher commander's intent can act rightly without waiting to be told; one that does not is either paralysed without orders or acts against the wider purpose.

The downward-drawing half of upward liaison is that the force draws from the higher headquarters what it needs: the support, the information, the decisions that only the higher headquarters can give. Liaison is not only telling the higher headquarters things; it is the channel through which the force obtains what it requires from above, and a staff officer who liaises well secures for the force the resources, the information, and the timely decisions it depends on, rather than leaving it under-supported because no one asked. Liaison sideways, with flanking elements of one's own force and with partner agencies, is coordination between equals so that neighbouring efforts mesh. With flanking elements, this means coordinating plans, boundaries, and coordination measures, agreeing who is responsible for what and how the efforts are deconflicted, so the two support each other and no gap opens between them. With partner agencies and civil authorities, central to a humanitarian force, it means coordinating with bodies that are often leading the very response the force supports: understanding their plan, fitting the force's effort to it, and agreeing how the two will work together, which is the staff-level counterpart of the soldier-level cooperation the Signals and Field Communication course taught, conducted between headquarters. Sideways liaison, done well, turns a set of separate efforts into a coordinated one, and a humanitarian response in which the force and its civil partners have liaised is one in which their efforts add up rather than collide.

The liaison officer

When liaison by report and message is not enough, when two headquarters must coordinate closely, continuously, or across a gap of procedure and culture, a force sends a liaison officer: a staff officer who goes to the other headquarters to serve as the living link between it and their own. The liaison officer exists because some coordination needs a person, present, who understands both sides and can carry accurate understanding each way in real time, doing what messages alone cannot. An LO sent to a higher or partner headquarters lives alongside it, comes to understand its situation, plan, and intent, and is the channel through which their own headquarters and the other stay coordinated, far more richly than reports passing at a distance could achieve.

What makes a liaison officer effective is a particular set of disciplines. The first is understanding both sides: the LO must know their own headquarters' situation, plan, intent, and constraints thoroughly, and must come to understand the other headquarters' as well, because they can only bridge two things they understand. The second is representing their own headquarters accurately: the LO speaks for their headquarters to the one they are sent to, and must convey its position, intent, and constraints truthfully, neither overstating what the force can do nor distorting what its commander intends, because the other headquarters will act on what the LO tells them, and an LO who misrepresents their own side coordinates a falsehood. The third is reporting back faithfully: the LO must tell their own headquarters what they have honestly learned of the other's situation, intent, and needs, including what is unwelcome, so their own commander's picture and plans are shaped by the truth of the other side and not by a comfortable version. An LO who understands both sides, represents their own accurately, and reports back faithfully becomes the genuine link that lets two headquarters act as one; an LO who half-understands, overstates, or reports back only the agreeable becomes a source of the very misunderstanding liaison exists to prevent. The liaison officer is, in the end, the coordination discipline of staff work made into a person and sent across the gap, and a well-chosen, well-disciplined LO is one of the most effective instruments a small force has for joining its effort to the larger whole it serves within. Combined, upward liaison, sideways liaison, and the liaison officer extend the staff's coordinating work beyond the single headquarters to all the headquarters the force must act with, so that the force's own coherent effort meshes with everyone else's into a coordinated whole, which is what liaison is for.

   THE LIAISON OFFICER (LO)  (the coordination discipline made a person)

   SENT when liaison by report/message is not enough: close,
   continuous, or across a gap of procedure/culture

   THREE DISCIPLINES that make an LO effective:
     1. UNDERSTAND BOTH SIDES .... know own HQ's situation/plan/intent/
          constraints thoroughly + come to understand the other's
          (can only bridge what you understand)
     2. REPRESENT OWN ACCURATELY  convey own HQ's position/intent/limits
          truthfully -- the other HQ ACTS on what the LO says; misrepre-
          sent = coordinate a falsehood
     3. REPORT BACK FAITHFULLY ... tell own HQ what is honestly learned
          of the other (incl. the unwelcome) -> own picture shaped by
          truth, not a comfortable version

   done well -> the genuine LINK that lets two HQs act as one.
   done half -> a SOURCE of the misunderstanding liaison exists to
   prevent.

In Practice: The liaison that made one response of two

An officer of the Royal Kaharagian Army is sent as a liaison officer to the headquarters of a civil authority leading the response to a major flood, while his own force's element supports it. The two bodies could easily have failed together: the force and the civil authority, each working hard, could have duplicated some efforts and left dangerous gaps in others, each doing its own part well while the space between them went untended. The officer's whole job is to tend that space, and he does it by the disciplines this lesson teaches. He understands both sides: he knows his own element's situation, what it can do, its intent, and its constraints, thoroughly, and he sets himself to understand the civil authority's plan, priorities, and way of working, which is quite different from a military headquarters' and must be understood rather than assumed.

He represents his own headquarters accurately to the civil authority. When they ask what the force can take on, he tells them truthfully, neither overstating its capacity to seem helpful nor understating it, so their plan is built on what the force can really deliver; and he conveys his commander's intent so the civil lead understands not just what the force will do but the purpose behind it. Crucially, he reports back to his own headquarters faithfully, including the unwelcome: when he learns the civil authority's priorities differ from what his force had assumed, and that a task his element was preparing was actually being handled by another agency, he reports it back plainly rather than letting his own headquarters proceed on a comfortable but wrong picture, so his commander redirects the element to a real gap instead of a duplicated effort. Throughout, he is the living channel by which the two headquarters stay coordinated, carrying accurate understanding each way in real time, doing what reports passing at a distance could not.

The value is one coordinated response where there would have been two colliding ones. Because the liaison officer understood both sides, represented his force accurately, and reported back faithfully, the force's effort meshed with the civil authority's: duplicated tasks were avoided, gaps were covered, and the two bodies' hard work added up instead of overlapping and conflicting. Had he half-understood the civil side, overstated his force's capacity, or reported back only the agreeable, he would have coordinated a falsehood and the two efforts would have failed together despite both working hard. He extended the coordination of staff work beyond his own headquarters to the larger response his force was part of, which is the purpose of liaison, and made his small force's contribution count for more by joining it properly to the whole.

Check Your Understanding

  1. Explain why "two headquarters can each do well and still fail together," with an example, and how liaison is the coordination discipline of Lesson 08 extended outward. Why is the seam between two headquarters harder to tend than the seam between two functions within one?

  2. Describe liaison upward with the higher headquarters, keeping it informed, understanding its intent, and drawing what the force needs, and liaison sideways with flanking elements and partner agencies. Why must a force report itself accurately into the higher headquarters' picture, and what does understanding the higher commander's intent let the force do?

  3. Explain the role of the liaison officer and the three disciplines that make one effective: understanding both sides, representing their own headquarters accurately, and reporting back faithfully. Why does an LO who misrepresents their own side or reports back only the agreeable become "a source of the very misunderstanding liaison exists to prevent"?

Reflection (write a short paragraph): This lesson argues that the most avoidable failures happen not within a headquarters but in the untended space between headquarters, and that liaison, especially the honesty of a liaison officer who reports back even what is unwelcome, is what closes that space. Think about the discipline it takes to represent your own side accurately rather than making it sound more capable than it is, and to report back a truth your own commander would rather not hear. Why does effective liaison, like all staff work, finally rest on honesty, and what would it take to be the liaison officer who joins two efforts truthfully rather than one who coordinates a comfortable falsehood?

Summary

  • A force rarely acts alone: it works under a higher headquarters, alongside flanking elements, and, for a humanitarian force, beside civil authorities and partner agencies. Liaison is the staff work of maintaining contact and understanding between headquarters so they cooperate effectively.
  • Two headquarters can each do well and still fail together, in the untended space between them, the higher HQ planning on a picture missing the force, flanks leaving a gap at an uncoordinated boundary, a force and an agency duplicating and missing efforts. Liaison is the coordination of Lesson 08 extended outward to join whole headquarters, a harder seam because the other HQ has its own commander, plan, procedures, and culture.
  • Liaise upward by keeping the higher headquarters accurately informed so its picture includes the force (the reporting of Lesson 05 to a purpose), understanding its intent so the force acts in line with it without waiting to be told, and drawing from it the support, information, and decisions the force needs.
  • Liaise sideways by coordinating plans, boundaries, and measures with flanking elements so efforts mesh and no gap opens, and by working with partner agencies and civil authorities, often leading the response, understanding their plan and fitting the force's effort to it.
  • Send a liaison officer when liaison by message is not enough: a staff officer who lives alongside another headquarters as the living link, effective through three disciplines, understanding both sides, representing their own headquarters accurately (the other acts on what the LO says), and reporting back faithfully including the unwelcome.
  • Liaison extends the staff's coordinating work to all the headquarters the force must act with, so the force's coherent effort meshes with everyone else's into a coordinated whole, and a small force that liaises well multiplies its effect by joining it to the larger whole it serves within.
  • Cross-references: extends the coordination discipline of PME 210 Lesson 08 beyond the single headquarters; uses the reporting of Lesson 05 and the briefing of Lesson 06 as instruments, and rests on the honest advice discipline of Lesson 07; understanding intent draws on Command, Mission Command, and Decision-Making (LDR 410); coordinating with civil partners is the staff-level counterpart of the cooperation in the Signals and Field Communication course and the public-facing conduct of Aid to the Civil Power and Public Order; and it serves the wider whole on the foundation of the service of command in Lesson 01.

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Lesson 9 · Knowledge Check

Question 1 of 3

What is liaison?