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Monday, October 25, 2010

Football gameplaning

The Lions' new coach Jim Schwartz: football pragmatist?

The Detroit Lions hired former Tennessee Titans defensive coordinator Jim Schwartz to be their new head coach. A daunting gig, to be sure: achieving success in Detroit might be beyond any coach's realistic hopes. But, insofar as they might have a shot, this is an excellent hire.

There are the obvious and ESPN-ready reasons to hire Schwartz: (a) that he has been defensive coordinator with the Titans under Jeff Fisher, running one of the league's best units there, and (b) that he has worked with Bill Belichick, which come NFL hiring time is like holding a golden ticket.

But there's a better reason, and it is one that should give Lions fans at least a glimmer of legitimate hope: the guy has a brain. Yes, he has a degree from Georgetown, which puts him ahead of most NFL coaches, but more importantly he has proven that he has an inquisitive, analytical mind, which is all-too-often in short-supply in the NFL.

This past fall, the New York Times ran an article on Schwartz saying he was like the NFL's version of Billy Beane, the empirically minded general manager of the Oakland A's made famous (and in some circles, infamous) in Michael Lewis' great book, Moneyball. Beane, as you may remember, helped revolutionize baseball by favoring detailed statistical analysis to aid him in determining his draft picks, batting order, and pitchers. It famously led him to pick up and use guys no one else had any interest in or had even heard of.

(A running theme in Moneyball was Beane's repeated failed attempts to trade for some then-unknown minor league player for the Red Sox that he nicknamed the "Greek God of Walks" for the player's ability to repeatedly get walked more than just about anybody, while also driving up the pitch-count and consistently getting on base. He even had trouble getting him because the then Red Sox's front-office couldn't even remember that he was on their roster. That player? 2008 All-Star Kevin Youkilis.)

The other thing Beane did was win against the odds. The A's repeatedly made the playoffs despite having a payroll a mere fraction not only of juggernauts like the Yankees, but most other teams in their division and around the league. Lewis' answer to the question "How was Beane doing it?" was that Beane was outsmarting his opponents. It was not necessarily that he was smarter, but his approach was: the A's were willing to do away with "common wisdom" and even the kind of impressions most scouts give regarding a prospect: "Wow, look at the guns on him. He just looks like a baseball player." As a result, the A's routinely beat teams with payrolls twice theirs. And, now, the so-called sabermetric revolution has almost entirely swept through baseball. Even teams that don't rely on it as heavily as the A's still have some guys with laptops and Ivy League degrees slipping around their front offices these days. (The Red Sox too are now somewhat considered a Moneyball based organization, though one with a rather large payroll.)

But football is a different animal. On the one hand, football coaches and aficionados were engaged with advanced statistics long before baseball. Virgil Carter, former quarterback under Bill Walsh, actually computed the "expected value" of field position back in the 1960s. (He actually did it while enrolled part time in Northwestern's MBA program while also a player with the Chicago Bears.) Yet, as I have previously written, football is the most complex sport of all. You cannot model the game as a series of one-on-one battles as you can with baseball; indeed, the goal for both offense and defense is often to get two on one or three on two. But that has led far too many coaches, fans, and commentators -- maybe it is the machismo, maybe it is just the complexity -- to denounce and deride statistics out of hand, without basis.

Enter Schwartz. As the New York Times reported:

Schwartz, now the defensive coordinator for the Tennessee Titans, had an economics degree from Georgetown University, an abiding fascination with statistics and a preference for watching game film over television. That made him a kindred spirit with his first N.F.L. boss, Bill Belichick. But when Schwartz told Belichick his findings from an early N.F.L. research project almost 15 years ago, Belichick said he did not believe him.

“Fumbles are a random occurrence,” Schwartz said he told Belichick. “Being able to get interceptions or not throw interceptions has a high correlation with good teams. But over the course of a year, good teams don’t fumble any more or less than bad teams. Bill didn’t agree. He said, ‘No, good teams don’t fumble the ball.’ But actually, they fumble just as often as bad teams.”

With the Titans, Schwartz once encouraged the former offensive coordinator Norm Chow to run more on third-and-short because his research indicated that it was more effective than passing.

Unorthodox thinking like that has earned Schwartz, 42, a reputation as one of the N.F.L.’s leading practitioners of statistical analysis — “Moneyball” for the shoulder-pad set — using them in coaching the defense for the league’s only unbeaten team . . . . Belichick regards Schwartz as one of the smartest coaches he has been around.


As the Times points out, however, in the NFL, being known for your analytical skills is, strangely enough, not always a plus:

But being known as a “stats guy” is not necessarily a compliment, because statistics do not hold the romantic place in football that they do in baseball. Although every coach uses plenty of data — the Titans’ Jeff Fisher tracks how long his team takes to break the huddle — football is unlikely to bestow statistics-driven celebrity on anyone the way the baseball book “Moneyball” did on Billy Beane, the general manager of the Oakland Athletics.


(Of course, as Salon's King Kaufman points out in his article "Ignorance is not a sportswriting skill," baseball isn't always that enlightened either.)

In a previous article I discussed the anti-stats view, which I said can be described as nothing but neanderthal in nature. But sometimes it is just inertia and an unwillingness to be beholden to anything that doesn't seem "up front" or real; to these people, they feel like they have the experience and perception to "just know" -- Hey, it's common sense. But as Lord Keynes warned, what many call "common sense" is often just some past blowhard's own shoddy analysis or comment preserved and repeated over time, without examination.

"Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist. " - John Maynard Keynes


Think of the myriad examples, like "balance," play-calling, spiking the ball, or going for it on fourth-down. This is why Schwartz offers some hope. He may not succeed in Detroit, but, to me, he appears more likely to do so than anyone else. He will no doubt attempt to go in there and put together the best possible plan, not just a collection of truisms and cliches: Orwell's advice about writing can be applied to putting together a football team and organization; he discusses reading a writer who, in his opening paragraph, appears to have something important to say. But the rest of the writer's piece collapses because whatever fresh thought he began with was quickly replaced with a series of tired cliches and overused metaphors. The final product was thus imprecise, impersonal, and banal.

The analogy works for coaches. You might be talented and have a vision, but if all you can say is that we're going to "outwork our opponents," "we're going to have balance," "we will establish the run," or "we will be more disciplined than our opponents," then you're in trouble. All those are worthy goals (mostly), but they aren't always particularly constructive. Indeed, although in high school, maybe you can do these things because you might know the game more and be better organized, the NFL is a different animal. In the NFL, if a guy doesn't work he's cut; if a coach doesn't win he's fired. Rod Marinelli's Lions rarely lacked effort. They simply lacked wins.

In gleaning other hints about Schwartz's mindset and approach, I saw his name arise in the context of another Michael Lewis piece, this one about Texas Tech's Mike Leach:

At least one N.F.L. defensive coordinator, Jim Schwartz of the Tennessee Titans, had stumbled upon Texas Tech accidentally and said, Oh, my. The surprise runner-up in the search earlier this year for a new San Francisco 49ers head coach, Schwartz had scrambled to answer a question: if he got the 49ers job, whom should he hire? He was just in his mid-30's, and his football career stopped at Georgetown (where he graduated with honors in economics), so he really hadn't thought about this before.

The 49ers had not bothered to interview college coaches for the head-coaching job in part because its front-office analysis found that most of the college coaches hired in the past 20 years to run N.F.L. teams had failed. But in Schwartz's view, college coaches tended to fail in the N.F.L. mainly because the pros hired the famous coaches from the old-money schools, on the premise that those who won the most games were the best coaches. But was this smart? Notre Dame might have a good football team, but how much of its success came from the desire of every Catholic in the country to play for Notre Dame?

Looking for fresh coaching talent, Schwartz analyzed the offensive and defensive statistics of what he called the "midlevel schools" in search of any that had enjoyed success out of proportion to their stature. On offense, Texas Tech's numbers leapt out as positively freakish: a midlevel school, playing against the toughest football schools in the country, with the nation's highest scoring offense. Mike Leach had become the Texas Tech head coach before the 2000 season, and from that moment its quarterbacks were transformed into superstars. In Leach's first three seasons, he played a quarterback, Kliff Kingsbury, who wound up passing for more yards than all but three quarterbacks in the history of major college football. When Kingsbury graduated (he is now with the New York Jets), he was replaced by a fifth-year senior named B.J. Symons, who threw 52 touchdown passes and set a single-season college record for passing yards (5,833). The next year, Symons graduated and was succeeded by another senior - like Symons, a fifth-year senior, meaning he had sat out a season. The new quarterback, who had seldom played at Tech before then, was Sonny Cumbie, and Cumbie's 4,742 passing yards in 2004 was the sixth-best year in N.C.A.A. history.

... Whoever played quarterback for the Texas Tech Red Raiders was sure to create so much offense that he couldn't be ignored.

Schwartz had an N.F.L. coach's perspective on talent, and from his point of view, the players Leach was using to rack up points and yards were no talent at all. None of them had been identified by N.F.L. scouts or even college recruiters as first-rate material. . . . Either the market for quarterbacks was screwy - that is, the schools with the recruiting edge, and N.F.L. scouts, were missing big talent - or (much more likely, in Schwartz's view) Leach was finding new and better ways to extract value from his players. "They weren't scoring all these touchdowns because they had the best players," Schwartz told me recently. "They were doing it because they were smarter. Leach had found a way to make it work."

. . . This offense was, in effect, an argument for changing the geometry of the game. Schwartz didn't know if Leach's system would work in the N.F.L., where they had bigger staffs, better players and a lot more time to prepare for whatever confusion the offense cooked up. On the other hand, he wasn't sure it wouldn't.


The takeaway is not that Schwartz will be hiring Mike Leach as offensive coordinator. (In fact, he has hired Scott Linehan, which -- despite some outcry -- is generally a good choice. Many coaches, including Urban Meyer, still think Linehan is a bright, bright guy, and as a coordinator his offenses always put up points.) But the fact that he'd even consider back then should be heartening: it means Schwartz is looking for results backed up by the numbers, appearances and cliches be damned. Leach's offense looks screwy: the linemen are linemen split out wide, four receivers line-up on nearly every play, yet it gets results, and results with inferior talent at that. Beane was derided and mocked when he'd pick up a pitcher with a funky sidearm delivery where the ball was released only a few inches from the ground -- a release no scout could ever condone. Yet the derision would fade when they realized that few hitters could hit that crazy delivery, at least for a time. Beane was shopping for discounts.

Schwartz, as head coach of a struggling team, no doubt will be looking at the bottom line, and he too will have to shop for discounts. Traditional or different, he wants results. He appears to be a pragmatist. In that job, he'll have to be.

Winning football games on Mondays through Saturdays

One part of the Times piece on Schwartz particularly struck me:



"Sometimes, [being statistics-driven is] an easy thing for people in the media to use against you,” Schwartz said. “ ‘Oh, yeah, he can’t adjust; he’s just a stats guy. They don’t really understand the game.’ That’s why sometimes, the whole stats thing is a dirty word.

“If you ask me, Would you rather have a great fly-by-the-seat-of-your-pants guy on Sunday, a guy who can dial up plays and he’d be the best in league, or a guy who is best in the league from Monday to Saturday preparing, I respect the guy who prepares. You’re not always going to be rolling 7, 7, 7 and be hot every week. But if you prepare well during the week, you’ll be consistent from week to week.”

This exact sentiment formed the gravamen of Walsh's west coast offense. Quotes from Walsh:

I have been afforded the experience that allowed us to conceive an offense, a defense, and a system of football that is basically a matter of rehearsing what we do prior to the game. . . .

What we have finally done is rehearse the opening part of the game, almost the entire first half, by planning the game before it even starts. . . .

Now why would you do such a thing? I know this, your ability to think concisely, your ability to make good judgments is much easier on Thursday night than during the heat of the game. So we prefer to make our decisions related to the game almost clinically, before the game is ever played. We've scouted our opponent, we have looked at films, we know our opponent well. . . . To be honest, [in the heat of the game] you are in a state of stress, sometimes you are in a state of desperation and you are asked to make very calculated decisions. It is rarely done in warfare and certainly not in football; so your decisions made during the week are the ones that make sense. In the final analysis, after a lot of time and thought and a lot of planning, and some practice, I will isolate myself prior to the game and put together the first 25 plays for the game. They are related to certain things.

...But whatever you have, if you have planned it and fail, you can't blame yourself for losing your poise. You can't blame yourself for panicking if you have planned these things and they fail. You may really search yourself for the kinds of decisions you made on Thursday night, but you certainly can't make the decision during the game. As a coach, one of the things you are always fighting during the game is the stress factor, breaking your will. The stress factor will affect your thinking. I have been in situations where I could not even begin to think what to do. From that point on, I knew that I had better rehearse everything.


And, too, you can add in analysis that there is no time to do during the game. You analyze the probabilities, you remove the irrational choices like going for certain field goals on certain fourth and shorts.

A few years ago I wrote about the idea that gameplanning and weekday work is advantageous both because you can be meticulous but also because you gain important self-restraint capabilities. I drew on a lecture given by Nobel Laureate in Economics, Thomas Schelling (yes I know, it is not exactly the same as a Nobel Prize as established by Alfred Nobel). To illustrate, Schelling used a story about Captain Ahab; you can read it here.

But a similar story with the self-constraints that gameplanning puts on the coach (as compared with the seat-of-the-pants approach favored by so many) is the story of Odysseus (or Ulysesses) and the Sirens: when Odysseus's boat approached the sirens -- whose sweet singing had lured many sailors to their deaths -- he first put wax in his sailors' ears to block out the music, then had his crew tie him to the mast, thus making him powerless. In the moment, when his boat went by the sirens, he was irrational, and wanted nothing more than to steer the boat to him. But his rational self had already judged this, decided against it, and denied his later, weaker self the same choice.

Although not nearly so dramatic, gameplanning and the script often works the same way (though with slightly more flexibility than one has tied to the mast). Hopefully, for Lions fans, it is this methodical, analytical approach that Jim Schwartz offers.

Moreover, this story highlights the interdependent role that head and assistant coaches must have: they must take turns as Odyssesus and the crew, tying each other up, making the plans in advance, and even, sometimes, in the heat of the moment, entirely ignored, as Odysseus was.

As noted above, gameplans should nevertheless be contingency based; they must be flexible enough to respond to what an opponent does. But of course gameplans are based on this: those who reject scripting because they are too wooden just really don't understand what scripting is. But, a well crafted gameplan can still handle these scenarios and be created in a detached setting.

Moreover, the other important factor is that some information simply cannot be processed merely in-game; answers will only be yielded by careful study through the week. You simply don't have time to crunch all the numbers, assemble data on all the fronts and schemes, nor run down the variety of contingent scenarios. But if you do that, and then combine it with what you learn during a game, you have a chance to win. And, through your study, you might see options -- like maybe what Mike Leach does, the wildcat, or some other forward thinker -- that traditional football intertia blinds you to. As I wrote a few weeks back:

[F]rom Peter Bernstein's book, Against the Gods: The Remarkable Story of Risk.

The story that I have to tell is marked all the way through by a persistent tension between those who assert that the best decisions are based on quantification and numbers, determined by the patterns of the past, and those who base their decisions on more subjective degrees of belief about the uncertain future. This is a controversy that has never been resolved.


And it will remain controversial . . . because the future will be paved by numbers and judgment, marching, somewhat awkwardly, hand in hand.


Good luck to Jim Schwartz.

Probability, Pragmatism, and Football

I recommend Joe Nocera's recent New York Times Magazine piece on the failures of Wall Street's risk models and overall risk management. It's a worthwhile read of its own right. But I see a football angle.

I've long been a proponent of more rigorous analysis of football, and in particular its associated probabilities. But -- and this is why I am posting this article here -- football is simply so complex that there are limits to our current understanding. With baseball and the "sabermetric" movement, there are attainable gains: the game can be modeled largely as batter versus pitcher, and, within this dynamic, there is only so much change and a finite number of extra variables to control.

With football, however, you have twenty-two players, a variety of formations, receivers, combination blocks, movements, and areas to defend. The game itself follows a dizzying path to completion, with score changes, possessions, downs, field positions, yards to first down, and so on. It's not impossible to model, and there is much we can and have learned, but with football -- as with Wall Street -- what appears certain in your models and statistics may not tell the full story.

"Statistics are like bikinis. What they reveal is suggestive, but what they conceal is vital." - Aaron Levenstein

And, I am sorry to say, that when I read this article I did not think of the excellent work being done that is very useful to coaches and real practitioners, but instead of one group in particular: Football Outsiders. Now, I don't want to be too harsh. They do some great, interesting work, they have illuminated a number of subjects, and, if nothing else, the sheer breadth of what they have addressed will pave the way for more sophisticated analysis. And maybe criticism is unfair, as much of their current stuff is not focused on real football or what might bring real knowledge to the game, but instead on aiding the fantasy football player.

This is understandable, since fantasy football provides ready benchmarks and fantasy footballers are a much broader and more accessible audience than are football coaches. But if we want to be honest about what we're doing, then, to me, we ought to be honest that many of these statistics are for fans and do not actually help anyone (coaches, players, GMs) make decisions.

Football Outsiders' big stat is called DVOA, or Defense-adjusted Value Over Average. It's a nice stat, and certainly it is an improvement over just trying to compare Jimmy and Joe based on their total yards or yards per carry or whatever else. But it's a bit of a fan's statistic, and, further, there's a tendency to adjust it and use it in a way that reinforces what we already know. If DVOA doesn't tell us that Tom Brady and Peyton Manning are the best quarterbacks, then it gets revised until it does, or is rejected until a different measure tells us this unassailable truth. Same with teams: DVOA helpfully tells us that the 2007 Patriots, 1999 Rams, and 1996 Packers were all very good. And, all too often, as Brian of Advanced NFL stats has observed, Football Outsiders far too often "use[s] statistics like a drunkard uses a light post, for support rather than illumination." (Quoting Mark Twain). (One exception: Mike Tanier, though at times his analysis is a bit shaky, is clearly coming into his own and the fact that he has access to NFL film and his practice and diligence is starting to show through.)

Don't get me wrong, I adore statistics and, even more than stats, I think probabilities are the key to understanding almost everything about the world around us. I don't like dealing in absolutes. (Though some seem to vigorously disagree with me when I say that.) If I have to choose between what can only be referred to as the neaderthal view:
"We don't worry about numbers here. Statistics are for losers. I'm not a stat guy. I'm not interested in them, because you can do anything you want with numbers, you can manipulate them, and work around with them. Look at all the financial [problems] we're having in Wall Street right now. That's all those guys lying and playing with numbers. And now all of us are suffering. So I don't believe in numbers, because any crook can play with numbers....It angers me. You know? That's the whole thing, people play with numbers."

- Washington Redskins defensive coordinator Greg Blache

And what I consider the modern view:

"They say statistics are for losers, but losers are usually the ones thinking that. Statistics are great. Our whole game plan is based off statistics. Our management of the game is based off statistics. Our recruiting is based off statistics. Everything we do is analyzed. Is that the bottom line? No. You can't analyze the heart of Tim Tebow."

- Urban Meyer

Then clearly put me in the modern camp. So I really don't mean to denigrate the work of Football Outsiders or anyone else doing progressive work -- we certainly need more of it. Coach Blanche brings up the financial crisis, but it's not like -- even there, where the problems have been widespread -- that numbers and stats can just be dismissed out of hand. They are still useful, but you embrace the limitations: even if your statistics are imperfect, they are often better than nothing, and you must simply recognize and be aware of where the pratfalls are in how they might aid or hinder your decisionmaking. This was lost on the finance world recently, but it applies equally to football decisionmaking.

And, because I also consider myself something of a pragmatist, I nevertheless ask of those doing this work is the same question I would ask of any other idea (because the value of football statistics is simply another permutation of an idea about the value of statistics):
Pragmatism asks its usual question. "Grant an idea or belief to be true," it says, "what concrete difference will its being true make in anyone's actual life? How will the truth be realized? What experiences will be different from those which would obtain if the belief were false? What, in short, is the truth's cash-value in experiential terms?"

- William James, Pragmatism (1907).

So to me, there's a grand opportunity for these statisticians to change the way decisions are made and overall just improve the game -- to make a "concrete difference." Some statisticians have done this, most notably David Romer. His work is so far thorough, practical, and challenging.

I'm not a true statistician or econometrician. And, as I said above, one of the difficulties with doing real, relevant football statistics is that the game is quite complex, and one needs to understand it to model it (and those who understand usually can't model, and those who can model usually don't understand). One of my goals with this site is to try to help bridge this gap.

Nocera's piece begins with this quote from Peter Bernstein's book, Against the Gods: The Remarkable Story of Risk.
The story that I have to tell is marked all the way through by a persistent tension between those who assert that the best decisions are based on quantification and numbers, determined by the patterns of the past, and those who base their decisions on more subjective degrees of belief about the uncertain future. This is a controversy that has never been resolved.

And it will remain controversial -- in finance as well as football -- because the future will be paved by numbers and judgment, marching, somewhat awkwardly, hand in hand.

Football, Luck, and Noise

I received a surprising amount of pushback via email regarding my last post about Texas Tech and the Hot Hand Theory. At first I was confused, but then I realized that many readers do not share a rather fundamental assumption I hold about football: an incredible amount of the game is determined by "luck." Now, when I say luck, I do not mean fluke events, or the ol' bounce a da ball, or things like that. What I mean is that almost any and every outcome in football is not set in stone, but rather, there is some probability that the outcome will be X, another probability that the outcome will be Y, and maybe even a chance that it will be Z.


Theological questions aside, I really think this is a rule of life and not just football. But the point is that at no point in a football game, be it success of a play or even a determination of what the other side is actually doing, do you have fixed answers. Instead, you have probabilities, and even then your probabilities are merely estimates of the actual probabilities. So when I talk about "coolly flipping coins," I mean that everything is probabalistic. Just like when Michael Jordan went to the free-throw line, no matter what any sports writer tells you, he is never destined to make the shot, or destined to make the game-winner. Tiger Woods is never destined to hit the putt, and Tom Brady or Peyton Manning were neither destined to win the Super Bowl or hit any particular pass.

Instead, it was merely "highly likely" that each was going to do those things, because each is very good at what they do. But at no point is anything determinate.

Indeed, one of the criticisms of my post was that the probabilities dramatically increase regarding offensive success because you gain more information as time goes on. But that argument doesn't hold water. If Michael Jordan can only max-out his free-throw percentage to a point, then there is no way to max out offensive production in football when at all turns you have a human (or group of them) making choices on the other side in ways that shift your probabilities. That is a far too nebulous cloud to assume certitude.

And any playcaller will tell you the same thing. As Norm Chow says, you are never quite sure what coverage they are in, but instead you take pieces of the field or pieces of the defensive front and attack those, and therein lies success. Mike Leach does not even require his guys to memorize coverages in the sense of "Hey they are in Cover 4!" Instead, they group them into things they can recognize and they probe areas. But at every stage, things are probabalistic. I've even discussed the notion that a purely random approach to offensive and defensive calls might even be optimal.

When I made the point about the hot hand theory, part of it was about how you cannot always extrapolate how good an offense is versus a defense just because they scored on a drive, or even if they scored a lot in a half or game, because the standard deviation is too high. Some people argued that things would even out over the course of a game; I think that is sort-of true, but I still think the variance is higher than they account for. But that's an empirical question we can solve later.

But another (amazing) site, Advanced NFL Stats, made the point about the difficulty of extrapolating skill levels from even successful outcomes:


Consider a very simple example game. Assume both [Pittsburgh] and [Cleveland] each get 12 1st downs in a game against each other. PIT's 1st downs come as 6 separate bunches of 2 consecutive 1st downs followed by a punt. CLE's 1st downs come as 2 bunches of 6 consecutive 1st downs resulting in 2 TDs. CLE's remaining drives are all 3-and-outs followed by a solid punt. Each team performed equally well, but the random "bunching" of successful events gave CLE a 14-0 shutout.
The bunching effect doesn't have to be that extreme to make the difference in a game, but it illustrates my point. Natural and normal phenomena can conspire to overcome the difference between skill, talent, ability, strategy, and everything else that makes one team "better" than another.

And adding support for my argument about the high degree of variance, Advanced NFL Stats went on to try to nail down exactly how much in the way of outcomes can be attributed to skill versus luck in the NFL. You can read the details of the explanation there, and NFL teams obviously are closer in relative skill levels than most college teams, but the results are nevertheless striking:


...By comparing the two distributions, we can calculate that of the 160 season outcomes, only 78 of them differ from what we'd expect from a pure luck distribution. That's only 48%, which would suggest that in 52% of NFL games, luck is the deciding factor!

There might yet be more to it than these calculations, but the point is that variance is high in outcomes in football games. This is not to say that skill is unimportant, but the lesson is instead that you cannot merely look to actual statistics and actual outcomes to determine who is the best. Football games are tests of ranges of probabilities put up against one another:

Will all eleven players execute their assignments; will the quarterback make the right reads; will the coaches accurately assess the opponent's schemes; will the sun shine in the receiver's eye; will the ball become sweaty where the ballcarrier holds it; will there be an injury on the play; and if these factors randomly cut 50/50, will they work in our favor enough times in a row to get us in field goal or touchdown range.

In other words, lots of football fans, players, and even coaches suffer from a Fooled by Randomness problem when they analyze the game. Football is more quantum mechanics than it is Newtonian physics (though with a splash of game theory). Yet the belief in absolute determinism is natural: we intuitively want results to be indicative of objective truths, and it is much less complex to analyze easy to observe statistics and outcomes than it is to try to estimate the underlying probabilities. But football doesn't always give us large enough sample sizes to believe that results are as instructive as we'd like. So, if we want real answers, we have to admit that there's lots of luck around.

(And if you're a fan of the Michigan Wolverines, this gives you an (incredibly weak) excuse: "It's all the result of bad luck!")

Constraint Theory of Offense


A common question is: what kind of offense do you run? Often someone – both fans and coaches – respond and say: I run a system with bubble screens, play action passes, screens, and draws. This person – coach or not – would be completely wrong. These kinds of plays are not your offense; your offense consists of the zone-read, the dropback passes, or your base runs and passes. Those other plays are sort-of conditions precedent to your offense; they work as constraints on the defense. What do I mean by this?

At least in the most abstract sense, your “offense” is that bread and butter stuff you can draw on the whiteboard that should always work in a perfect world. It is the pass play that always works against Cover 3, it is the run that will always burst free against a “Bear” front. Yes, it is what works on paper. But we don’t live in a perfect world, right? Well the “constraint” plays are designed to make sure you live in one that is as close as possible.

For example, the safety might get tired of watching you break big gains up the middle, so he begins to cheat up. Now you go play action and make him pay for his impatience. The outside linebackers may cheat in for the same reason. You throw the bubble screen and the bootlegs to make them pay for their impatience. The defensive ends begin rushing hard upfield; you trap, draw, and screen them to make them pay for getting out of position. If that defensive end played honest your tackle could block him; if he flies upfield he cannot. So you have to do these “constraint plays” to keep them in check. Once they get back to playing honest football, you, in essence, go back to the whiteboard and beat them with your bread and butter.

Now, in a given game your offense might look like it is all “constraint” plays: all gimmicks, screens, traps, draws, fakes and the like. Maybe so. If the defense plays too aggressively, so what. But a coach must not lose sight of how his offense is truly structured. A great offense is structured around a core idea or a few core ideas that puts the players in position to succeed every time. The triple option can be this for some teams, a well designed dropback pass game for another. The constraints are alternatively given too much and not enough weight. But they nevertheless are what make an offense go.

So the better you are at dropback passing, the more you need these constraint plays because teams will go out of their way to prevent you from chucking it all over them. Similarly if you’re a great run team. Safeties and linebackers will all cheat by formation and post-snap effort to stop your run game. You must have the counters, the screens, the bootlegs, and the quick passes (because quick 3-step passes, at core, are most effective when used to simply take advantage of a loose defensive structure). All this comports well with a game theory approach to football. Similarly, these constraint plays will be even more important against the best teams because they will put the biggest premium on stopping your primary threat.

The upshot of all this is that when you are designing an offense you must (a) find those one or two things which you can hang your hat on and beat just about anything doing when the defense is playing honest, and (b) get good at all those little “constraint” plays which keep the defense playing honest. You won’t win championships simply throwing the bubble screen, but the bubble will help keep you from losing games when the defense wants to crash your run game. Same with draws and screens if you’re a passing team. You find ways to do what you want and put your players in position to win and score.

ADDENDUM: Fair question from the comments: Does the theory work in the other direction? What if your offense is based only on bubble screens and then you just run the ball or throw the ball as a counter to your bubble screen offense?

Response: The difference is that the bubble screen is a play that really only works when the defense has made a structural choice or is out of position. Most commonly, you'll run when the bubble only when the defense has but two defenders to cover three receivers. You thus block the two defenders and the receiver has free yards. If the defense puts a third defender there they can take the play away, intercept it, or make the tackle.

Conversely, a well designed dropback pass play, a triple option play, or certain base runs will work every time you face a normal defense. The only time the play stops working is when certain defenders cheat on their assignments, either by alignment or aggressiveness.

Here's how they fit together: You're an option team. You come out running the option, you read the defensive end and the linebacker, and you tear them up. Now the safety or outside linebacker cheats in. He blows up your play. But, voila, now they are not covering your outside receivers, so you bubble screen them.

Similarly with a play action pass. You send a receiver deep down the middle or the seam. If the safety plays honest he should drop back and take it away. But if he comes up for your run play you use his aggressiveness against him.

The distinction is subtle, but important. It relates to the idea of base plays and counter plays. The bubble is simply not a base play. It will not work against a simple and sound defense, but works great against defenses that aren't structurally sound or balanced. On the other hand, "base plays" defeat balanced "whiteboard" like defenses, but can get blown up by defenses that cheat or play games. Thus the relationship between "base plays" and "constraint" plays (or "keep-em-honest plays). The bubble, while limited in use, will have a profound influence when the defense gets out of position.

On Bill Walsh

Bill Walsh passed away. Much has been said about the coaching tree that flows from him, the West Coast Offense, or even Walsh as a coach or sometimes business consultant, having taught classes at the Stanford Graduate School for Business.

His most lasting influence on me, and very likely the best chance for his future influence lie in his method and approach to football, which were laid out nearly in toto, in his book Finding the Winning Edge. This is why I have pasted the following two articles.

Belichick on "Finding the Winning Edge"

The first is an article about Patriots Coach Bill Belichick's appreciation of the book and of Bill Walsh's approach to the game. The article says it well. But if I could summarize, it would be that at some point, you honestly can't work harder than the other guy. Certainly not in the NFL. So what do you do? You work smarter. Both Walsh and Belichick epitomize this approach, though from vastly different starting points. Both also have three Super Bowl rings.

Bill Walsh - A Method For Game Planning

The second post is intended to give you a flavor of Walsh's approach in the form of a mid-1980s lecture he gave. Much has been said about the West Coast Offense, its origins, the pass plays it involves, the formations, the Pro Sets, the motions, the slant passes, etc.

To my mind, however, the West Coast Offense, or maybe more appropriately the Walsh Offense, has nothing to do with formations, nothing to do with routes or pass plays, and only a notional bit to do with "passing to set up the run." (As a digression, TV announcers often say that any team that throws it a bit "passes to set up the run," but when Walsh said it, he was very specific. He literally meant that he threw certain passes to certain areas to influence particular run defenders, he dropped back so he could run specific looking draws, and he would run play-action passes to set up those corresponding run plays for later in the game.)

Instead, the Walsh Offense is about two interrelated ideas: (1) A meticulous and thorough approach to building a gameplans, and (2) a calm, planned out approach to calling the actual plays in the game so that all your gameplanner is actually useful on gameday. Walsh didn't revolutionize Saturdays or Sundays, he revolutionized Sunday night through Thursdays. He figured out what would work when the pressures weren't on, he had his players practice those plays they had determined would work best, and then he actually ran those plays they practiced in the games they played, as opposed to some seat-of-the-pants calls made by other coaches.

The whole approach can be summarized by two quotes from the article below:

(1) I have been afforded the experience that allowed us to conceive an offense,
a defense, and a system of football that is basically a matter of rehearsing
what we do prior to the game."


and

(2) I know this, your ability to think concisely, your ability to make good
judgments is much easier on Thursday night than during the heat of the game. So
we prefer to make our decisions related to the game almost clinically, before
the game is ever played.


Unsurprisingly, one of the things that separated Walsh from the rest is that he spent a career devoted to perfecting and achieving this goal, rather than using it as a mere hope. This is what I took from Bill Walsh.

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