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Review of “Don’t Ask, Don’t Tell”:
                           Challenges in Delivering Qualitative
                           Findings to Senior Level Policymakers
                           in the US Department of Defense

Susan Berkowitz, Ph.D.
Conference on Qualitative Research for
Policymaking
Belfast, United Kingdom
May 26, 2011
Qualitative Study Objectives
 Engage Service members and family members to
 obtain their perspectives on:
   —How repeal of DADT would affect various
     facets of military, family and community life
   —How repeal should be implemented and why

• Explore how perspectives differed by respondent
 characteristics (e.g., sexual orientation, gender,
 Service, pay grade group)




                                                      2
Multiple Challenges
Politics and methodology



High volume, rapid analytic turn-around



Confidentiality requirements




                                          3
Unique Challenges for
 Qualitative Tasks

• Distinguishing qualitative from survey components


• Representing/clarifying/explaining distinctive value
 and utility of qualitative findings: took on
 unanticipated value when seen as “genuine data”




                                                         4
Qualitative Team’s Strategy with
 Policy Makers
• Worked closely with DOD—engaged
 frequently, on multiple levels, with senior
 leaders, policy team, education and training
 team, writers
• Acknowledged multiple interests
• Did not shrink from playing active educational
 role vis-à-vis systematic, disciplined nature of
 analysis and interpretation of qualitative data



                                                    5
Qualitative Team’s Strategy with
 Policy Makers (cont)
• Emphasized and demonstrated value of what qualitative
 data could provide with and without survey data

• Found succinct, but non-reductive ways of
 summarizing/representing qualitative findings:

   — Two distinct, internally consistent sets of views on
     anticipated impact of repeal grounded in fundamental
     value differences

   — Encapsulated Service members’ and family members’
    views on implementation of repeal

                                                            6
Background: The Context
• Hot button political issue


• Highly visible in media/blogs


• Top security environment




                                  7
Background: the CRWG
• DoD Comprehensive Review Working Group
 (CRWG) established by Secretary of Defense
 Gates on 3/2/2010-report due December 1, 2010

• Co-Chairs: Jeh Johnson, General Counsel of the
 Department of Defense & General Carter Ham,
 Commander U.S. Army in Europe
• Representatives of all Services/Departments



                                                   8
Background: CRWG Charge
• Reach out to the force to ”understand their views
 and attitudes about the impacts of repeal”
• Undertake a thorough examination of all changes
 to regulations and policies

• Examine the potential impacts of a change in the
 law on military effectiveness, including unit
 cohesion, recruitment and retention, and family
 readiness



                                                      9
Westat Data Collection Tasks:
Tight Timelines all Around
      Quantitative:
        Web Survey (Service members)
        Mail-based Survey (Spouses)

      Qualitative:
        Focus Groups (FGs)
        Information Exchange Forums (IEFs)
        Leadership Discussion Groups
        Confidential Communications Mechanism (CCM)




                                                      10
Qualitative Data Sources: Notes
  from….
•Service member engagements
• Focus Groups (119)
• Information Exchange Forums (81)
• Leadership Discussion Groups (29)

• Spouse engagements
• Focus Groups (7)
• Information Exchange Forums (13)
• Family Readiness Leadership Discussion Groups (12)


(April 22 – September 14, 2010)


                                                       11
Qualitative Data Sources: Verbatim
  Transcripts/Comments from….
•Confidential Communication Mechanism (CCM)
• Online semi-structured interviews (160 of 2691)
• Only data source that offered robust comments from   LGB
Service members.

• DoD-sponsored Online Inbox (1,500 of 72,384)
• Open-ended survey comments
• Spouse survey comments (2,000 of 34,917)
• Service member survey comments (2,000 of 46,155)




                                                             12
Qualitative Analysis Approach
Team-based, integrated, task-differentiated

Use of Nvivo8 software


Comprehensive coding structure




                                              13
Examples of Codes
•   Civil rights/free speech – Relationship between DADT – or
    its repeal – and First Amendment rights.

•   Military image – How repeal would make the U.S. Armed
    Forces look to others.

•   Core military values – How repeal relates to the speaker’s
    view of the core beliefs and values of the military.

•   Leadership and guidance – Need for strong leadership and
    guidance to ensure smooth implementation of repeal.



                                                             14
Two Distinct Sets of Views on
Impact of Repeal




     Civil Rights            Civil Rights

   Military Image          Military Image

     Core Values            Core Values



           Leadership & guidance




                                            15
“The fight for Gay rights is what the fight for African
American rights were, civil rights and human
freedom.”
“DADT is a violation of the 1st amendment right of
freedom of expression. Homosexuals are in the
military currently and are serving their country with
pride. Why should it be up to the DoD to decide if
somebody can openly serve as a homosexual?”




                                                          16
At what point does a change in policy infringe on
the civil rights of those who find active homosexual
behavior morally unacceptable?”
“If the state favors the demands of the homosexual
activists over the First Amendment, it is only a
matter of time before the military censors the
religious expression of its chaplains and
marginalizes denominations that teach what the
Bible says about homosexual behavior.”



                                                       17
“With regard to the rest of the world, we would look
better in their eyes if this repeal is lifted. Other
countries have already implemented similar lifts. It
will improve foreign relations.”
“The military has often been a leader in
championing social change to reduce bias and
discrimination. It is time to repeal ‘Don’t Ask Don’t
Tell’ and provide fairness under the Constitution of
law for all those dedicated to serving our great
nation.”


                                                        18
“If DADT is repealed, we, as a family, would be
disappointed. The military would have been the
only place other than church that upholds the same
core values as us. Repealing DADT would make
the military no different from everything else that
tries to please the minority.”
“Have they looked at our enemy, the one we’re
fighting now? This is one more recruiting tool they
have to kill American soldiers. [There are] people
who feel that homosexuality is punishable by
death.”

                                                      19
“In the Marine Corps, integrity is a very important
thing. Joining into the USMC, people lie about what
they’re sexuality is only to become a fighter for
their country. The moment they raise that hand,
they lie. Then we’re brain washed to have all the
integrity in the world, but when we do admit our
sexuality, we’re wrong.”




                                                      20
“If DADT does get repealed, how would they deal
with integrity? They’ve been lying about it for
clearance. He’s been in the Navy for 18 years and
says he’s gay and has been lying for 18 years.
How will they deal with that?”
“It is an issue of integrity. If a leader who has
served in the Army for a long time comes out and
says he is gay, he has been living a lie and I would
lose respect because he lacks integrity.”



                                                       21
“The leadership needs to be proactive and
communicative, provide resources and information.
There needs to be consequences for improper
behavior.”
“In the military, you are given orders and you drive
on. This policy needs to come from the top, with
specific guidelines. Soldiers will then adapt, as
they always do.”



                                                       22
“Will ‘gay’ become the new minority and wind up
being given special privileges to avoid
discrimination suits?”
“The biggest reason for keeping the current policy
is that…any time a person, who is known to be gay
or lesbian, gets a poor evaluation or fitness report,
not selected for a program or any other similar
situation will use their sexual preference to their
benefit. EO already has enough to deal with.
What’s next? Making selection quotas for Gays
and Lesbians?”

                                                        23
DADT costly
   Information management/image management
   Personal effectiveness
   Family and personal relationships

Repeal not easy, but ultimately worth it




                                             24
The weight of “serving in silence”

 “It [DADT] forces good people who choose to join
 the military to keep a very important part of who
 they are secret. It may not seem like a big deal to a
 straight person, but not being able to share with
 your friends and fellow soldiers your relationship
 status is a major stressor… Keeping it secret or
 even worse lying about it for fear of being
 discharged causes undue stress and distracts from
 mission readiness.”


                                                         25
Personal effectiveness

 “I got out of active duty partially due to the impact
 DADT was having on me. I found it increasingly
 more frustrating to have to hide who I was which
 was making me increasingly more irritable which
 was affecting my work.”




                                                         26
Family and personal relationships

   “ [If repeal occurs] My partner would be able to
 meet my unit members and their family as well as
 my unit would be able to see the more human,
 nonmilitary side of my life, which adds to unit
 cohesion. Currently we have been forced to avoid
 topics such as family, children, vacations,
 etc…since it would be a dicey area which could
 potentially place either myself or my fellow sailors
 in a difficult situation with the law.”

                                                        27
Repeal will be hard but still worth the cost
  “In my Unit and in the military as a whole, like
 racial slurs, the “gay” comments will continue
 unless ..commanding officers and the higher
 echelon endorse, enforce and educate an equal
 opportunity policy (EOP) towards all. Change is not
 going to happen overnight.”




                                                       28
How does it all end?
The Outcome
• 12/22/10-President Obama signs repeal legislation
• “No longer will our country be denied the service of
 thousands of patriotic Americans who were forced
 to leave the military-regardless of their skills, no
 matter their bravery or zeal, no matter their years
 of exemplary performance-because they happen to
 be gay. No longer will tens of thousands of
 Americans in uniform be asked to live a lie, or look
 over their shoulder, in order to serve the country
 that they love.”


                                                     30
Implementation Plan
• Where the   qualitative data had most impact
• “Successful implementation will depend on strong
 leadership, a clear message and proactive
 education throughout the force. With a continued
 and sustained commitment to core values of
 leadership, professionalism, and respect for all…”
 Defense Secretary Gates, December 18, 2010




                                                      31
Key Implementation Messages
• Leadership matters most (sexual-orientation
 neutral clear, equitable, enforceable standards)



• Communicate and educate


• Promote strength through professionalism—
 emphasize core shared values (e.g. freedom,
 service, patriotism, integrity, honor)


                                                    32
3-Tiered Training: All 2.2+
 million Service members

• Tier 1: Policy makers, chaplains, lawyers,
 counselors
• Tier 2: Commanding officers, senior
 noncommisioned officers, senior civilians

• Tier 3: Troops across all Services



                                               33
Training (cont)
• Began in February, leader-led “chain teaching”


• Each Service conducting its own following CRWG
 guidance



• Reported to be going well



                                                   34
Marines on repeal training
• “We follow orders and regulations…That’s what Americans
       have come to rely on when you’re speaking about the Marine
       Corps…That’s the drumbeat from the commandant on
       down…We’re going to do this, and we’re going to do it
       professionally.” –Marine Sgt. Major, North Carolina

“   I'm not here to change your belief system; that's not what this
      is about. You're free to be who you are. But when you begin
      to infringe on the rights of other Marines, that's the limit.” –
      Trainer, Camp Pendleton

    Los Angeles Times (May 1, 2011) – “Marines briefed matter-of-factly on ‘Don’t Ask, Don’t Tell’




                                                                                                     35
AAPOR Policy Impact Award
• CRWG, Westat and Rand Corporation awarded
 2011 Policy Impact Award by American
 Association of Public Opinion Research for
 “outstanding research that has had a clear impact
 on improving policy decisions practice or
 discourse, either in the public or private sectors.”




                                                        36
Reports
• Department of Defense
   — Report on the Comprehensive Review of the Issues
     Associated with a Repeal of ‘Don’t Ask, Don’t Tell.’
   — Support Plan for Implementation

• Westat
   — Volume 1 - Survey Findings
   — Volume 2 - Findings from the Qualitative Research Tasks

• RAND
   — RAND Report 2010: Sexual Orientation and the U.S. Military
     Personnel Policy

http://www.defense.gov/home/features/2010/0610_gatesdadt/


                                                                  37
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Review of don’t ask, don’t tell challenges in delivering qualitative findings to senior level policymakers in the us department of defense

  • 1. Review of “Don’t Ask, Don’t Tell”: Challenges in Delivering Qualitative Findings to Senior Level Policymakers in the US Department of Defense Susan Berkowitz, Ph.D. Conference on Qualitative Research for Policymaking Belfast, United Kingdom May 26, 2011
  • 2. Qualitative Study Objectives Engage Service members and family members to obtain their perspectives on: —How repeal of DADT would affect various facets of military, family and community life —How repeal should be implemented and why • Explore how perspectives differed by respondent characteristics (e.g., sexual orientation, gender, Service, pay grade group) 2
  • 3. Multiple Challenges Politics and methodology High volume, rapid analytic turn-around Confidentiality requirements 3
  • 4. Unique Challenges for Qualitative Tasks • Distinguishing qualitative from survey components • Representing/clarifying/explaining distinctive value and utility of qualitative findings: took on unanticipated value when seen as “genuine data” 4
  • 5. Qualitative Team’s Strategy with Policy Makers • Worked closely with DOD—engaged frequently, on multiple levels, with senior leaders, policy team, education and training team, writers • Acknowledged multiple interests • Did not shrink from playing active educational role vis-à-vis systematic, disciplined nature of analysis and interpretation of qualitative data 5
  • 6. Qualitative Team’s Strategy with Policy Makers (cont) • Emphasized and demonstrated value of what qualitative data could provide with and without survey data • Found succinct, but non-reductive ways of summarizing/representing qualitative findings: — Two distinct, internally consistent sets of views on anticipated impact of repeal grounded in fundamental value differences — Encapsulated Service members’ and family members’ views on implementation of repeal 6
  • 7. Background: The Context • Hot button political issue • Highly visible in media/blogs • Top security environment 7
  • 8. Background: the CRWG • DoD Comprehensive Review Working Group (CRWG) established by Secretary of Defense Gates on 3/2/2010-report due December 1, 2010 • Co-Chairs: Jeh Johnson, General Counsel of the Department of Defense & General Carter Ham, Commander U.S. Army in Europe • Representatives of all Services/Departments 8
  • 9. Background: CRWG Charge • Reach out to the force to ”understand their views and attitudes about the impacts of repeal” • Undertake a thorough examination of all changes to regulations and policies • Examine the potential impacts of a change in the law on military effectiveness, including unit cohesion, recruitment and retention, and family readiness 9
  • 10. Westat Data Collection Tasks: Tight Timelines all Around Quantitative: Web Survey (Service members) Mail-based Survey (Spouses) Qualitative: Focus Groups (FGs) Information Exchange Forums (IEFs) Leadership Discussion Groups Confidential Communications Mechanism (CCM) 10
  • 11. Qualitative Data Sources: Notes from…. •Service member engagements • Focus Groups (119) • Information Exchange Forums (81) • Leadership Discussion Groups (29) • Spouse engagements • Focus Groups (7) • Information Exchange Forums (13) • Family Readiness Leadership Discussion Groups (12) (April 22 – September 14, 2010) 11
  • 12. Qualitative Data Sources: Verbatim Transcripts/Comments from…. •Confidential Communication Mechanism (CCM) • Online semi-structured interviews (160 of 2691) • Only data source that offered robust comments from LGB Service members. • DoD-sponsored Online Inbox (1,500 of 72,384) • Open-ended survey comments • Spouse survey comments (2,000 of 34,917) • Service member survey comments (2,000 of 46,155) 12
  • 13. Qualitative Analysis Approach Team-based, integrated, task-differentiated Use of Nvivo8 software Comprehensive coding structure 13
  • 14. Examples of Codes • Civil rights/free speech – Relationship between DADT – or its repeal – and First Amendment rights. • Military image – How repeal would make the U.S. Armed Forces look to others. • Core military values – How repeal relates to the speaker’s view of the core beliefs and values of the military. • Leadership and guidance – Need for strong leadership and guidance to ensure smooth implementation of repeal. 14
  • 15. Two Distinct Sets of Views on Impact of Repeal Civil Rights Civil Rights Military Image Military Image Core Values Core Values Leadership & guidance 15
  • 16. “The fight for Gay rights is what the fight for African American rights were, civil rights and human freedom.” “DADT is a violation of the 1st amendment right of freedom of expression. Homosexuals are in the military currently and are serving their country with pride. Why should it be up to the DoD to decide if somebody can openly serve as a homosexual?” 16
  • 17. At what point does a change in policy infringe on the civil rights of those who find active homosexual behavior morally unacceptable?” “If the state favors the demands of the homosexual activists over the First Amendment, it is only a matter of time before the military censors the religious expression of its chaplains and marginalizes denominations that teach what the Bible says about homosexual behavior.” 17
  • 18. “With regard to the rest of the world, we would look better in their eyes if this repeal is lifted. Other countries have already implemented similar lifts. It will improve foreign relations.” “The military has often been a leader in championing social change to reduce bias and discrimination. It is time to repeal ‘Don’t Ask Don’t Tell’ and provide fairness under the Constitution of law for all those dedicated to serving our great nation.” 18
  • 19. “If DADT is repealed, we, as a family, would be disappointed. The military would have been the only place other than church that upholds the same core values as us. Repealing DADT would make the military no different from everything else that tries to please the minority.” “Have they looked at our enemy, the one we’re fighting now? This is one more recruiting tool they have to kill American soldiers. [There are] people who feel that homosexuality is punishable by death.” 19
  • 20. “In the Marine Corps, integrity is a very important thing. Joining into the USMC, people lie about what they’re sexuality is only to become a fighter for their country. The moment they raise that hand, they lie. Then we’re brain washed to have all the integrity in the world, but when we do admit our sexuality, we’re wrong.” 20
  • 21. “If DADT does get repealed, how would they deal with integrity? They’ve been lying about it for clearance. He’s been in the Navy for 18 years and says he’s gay and has been lying for 18 years. How will they deal with that?” “It is an issue of integrity. If a leader who has served in the Army for a long time comes out and says he is gay, he has been living a lie and I would lose respect because he lacks integrity.” 21
  • 22. “The leadership needs to be proactive and communicative, provide resources and information. There needs to be consequences for improper behavior.” “In the military, you are given orders and you drive on. This policy needs to come from the top, with specific guidelines. Soldiers will then adapt, as they always do.” 22
  • 23. “Will ‘gay’ become the new minority and wind up being given special privileges to avoid discrimination suits?” “The biggest reason for keeping the current policy is that…any time a person, who is known to be gay or lesbian, gets a poor evaluation or fitness report, not selected for a program or any other similar situation will use their sexual preference to their benefit. EO already has enough to deal with. What’s next? Making selection quotas for Gays and Lesbians?” 23
  • 24. DADT costly Information management/image management Personal effectiveness Family and personal relationships Repeal not easy, but ultimately worth it 24
  • 25. The weight of “serving in silence” “It [DADT] forces good people who choose to join the military to keep a very important part of who they are secret. It may not seem like a big deal to a straight person, but not being able to share with your friends and fellow soldiers your relationship status is a major stressor… Keeping it secret or even worse lying about it for fear of being discharged causes undue stress and distracts from mission readiness.” 25
  • 26. Personal effectiveness “I got out of active duty partially due to the impact DADT was having on me. I found it increasingly more frustrating to have to hide who I was which was making me increasingly more irritable which was affecting my work.” 26
  • 27. Family and personal relationships “ [If repeal occurs] My partner would be able to meet my unit members and their family as well as my unit would be able to see the more human, nonmilitary side of my life, which adds to unit cohesion. Currently we have been forced to avoid topics such as family, children, vacations, etc…since it would be a dicey area which could potentially place either myself or my fellow sailors in a difficult situation with the law.” 27
  • 28. Repeal will be hard but still worth the cost “In my Unit and in the military as a whole, like racial slurs, the “gay” comments will continue unless ..commanding officers and the higher echelon endorse, enforce and educate an equal opportunity policy (EOP) towards all. Change is not going to happen overnight.” 28
  • 29. How does it all end?
  • 30. The Outcome • 12/22/10-President Obama signs repeal legislation • “No longer will our country be denied the service of thousands of patriotic Americans who were forced to leave the military-regardless of their skills, no matter their bravery or zeal, no matter their years of exemplary performance-because they happen to be gay. No longer will tens of thousands of Americans in uniform be asked to live a lie, or look over their shoulder, in order to serve the country that they love.” 30
  • 31. Implementation Plan • Where the qualitative data had most impact • “Successful implementation will depend on strong leadership, a clear message and proactive education throughout the force. With a continued and sustained commitment to core values of leadership, professionalism, and respect for all…” Defense Secretary Gates, December 18, 2010 31
  • 32. Key Implementation Messages • Leadership matters most (sexual-orientation neutral clear, equitable, enforceable standards) • Communicate and educate • Promote strength through professionalism— emphasize core shared values (e.g. freedom, service, patriotism, integrity, honor) 32
  • 33. 3-Tiered Training: All 2.2+ million Service members • Tier 1: Policy makers, chaplains, lawyers, counselors • Tier 2: Commanding officers, senior noncommisioned officers, senior civilians • Tier 3: Troops across all Services 33
  • 34. Training (cont) • Began in February, leader-led “chain teaching” • Each Service conducting its own following CRWG guidance • Reported to be going well 34
  • 35. Marines on repeal training • “We follow orders and regulations…That’s what Americans have come to rely on when you’re speaking about the Marine Corps…That’s the drumbeat from the commandant on down…We’re going to do this, and we’re going to do it professionally.” –Marine Sgt. Major, North Carolina “ I'm not here to change your belief system; that's not what this is about. You're free to be who you are. But when you begin to infringe on the rights of other Marines, that's the limit.” – Trainer, Camp Pendleton Los Angeles Times (May 1, 2011) – “Marines briefed matter-of-factly on ‘Don’t Ask, Don’t Tell’ 35
  • 36. AAPOR Policy Impact Award • CRWG, Westat and Rand Corporation awarded 2011 Policy Impact Award by American Association of Public Opinion Research for “outstanding research that has had a clear impact on improving policy decisions practice or discourse, either in the public or private sectors.” 36
  • 37. Reports • Department of Defense — Report on the Comprehensive Review of the Issues Associated with a Repeal of ‘Don’t Ask, Don’t Tell.’ — Support Plan for Implementation • Westat — Volume 1 - Survey Findings — Volume 2 - Findings from the Qualitative Research Tasks • RAND — RAND Report 2010: Sexual Orientation and the U.S. Military Personnel Policy http://www.defense.gov/home/features/2010/0610_gatesdadt/ 37