INSTRUCTOR CPT MORRIS COMBAT LEADERSHIP TEAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting System (OERS). COMBAT LEADERSHIP TEAM.
Download ReportTranscript INSTRUCTOR CPT MORRIS COMBAT LEADERSHIP TEAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting System (OERS). COMBAT LEADERSHIP TEAM.
INSTRUCTOR CPT MORRIS COMBAT LEADERSHIP TEAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting System (OERS). COMBAT LEADERSHIP TEAM REFERENCES AR 623-105, Officer Evaluations DA Pam 623-105, The OERS “In Brief” DA Form 67-9-1, OER Support Form DA Form 67-9-1a, Junior Officer Development Support Form DA Form 67-9, Officer Evaluation Report COMBAT LEADERSHIP TEAM OUTLINE Rating Chains Evaluation Process • OER Support Form • Junior Officer Development Support Form • Officer Evaluation Report Types of Reports Officer Record Brief COMBAT LEADERSHIP TEAM RATING CHAIN Chain Development Member Responsibilities • Rated Officer • Rater • Senior Rater COMBAT LEADERSHIP TEAM RATING SCHEME Rank Officer Duty Position Rater Inter Rater Sr Rater Next OER LTC MAJ MAJ CPT CPT CPT CPT CPT CPT 1LT 1LT 1LT 2LT 2LT 2LT 2LT FLAG BUZZ STATIC BAND WAVE SWITCH PAPER JUNK SLACK SMARTY BRIGHT SHARP NET LOST HERO ZERO BN CDR BN XO BN S3 X CO CDR Z CO, CDR HQ CO, CDR BN S1 BN S4 ASST S3 BN S2 X CO, XO Z CO, XO 1/X CO, PL 2/X CO, PL 1/Z CO, PL 2/Z CO, PL COL STEEL LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG MAJ BUZZ MAJ BUZZ MAJ STATIC MAJ STATIC CPT BAND CPT WAVE CPT BAND CPT BAND CPT WAVE CPT WAVE BG HAMMER MG TOUGH COL STEEL COL STEEL COL STEEL COL STEEL COL STEEL LTC FLAG LTC FLAG 000521 LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG 010110 010110 000723 010312 001215 001214 010219 010316 LTC FLAG COMBAT LEADERSHIP TEAM 000331 001022 010301 010228 000513 010201 010302 RATED OFFICER RESPONSIBILITIES Perform each assigned or implied duty Discuss duty description and performance objectives with rater within 30 days Revise and update objectives and duty description Accurately describe duties, objectives and significant contributions on DA Form 67-9-1 and 67-9-1a at the end of the rating period COMBAT LEADERSHIP TEAM RATER RESPONSIBILITIES Provide his/her and the senior rater’s support forms to the rated officer Discuss scope of rated officer’s duties within 30 days COMBAT LEADERSHIP TEAM RATER RESPONSIBILITIES Counsel rated officer throughout the rating period utilizing the DA Form 67-9-1 Review DA Form 67-9-1 at end of rating period Verify and enter the rated officer’s APFT and height and weight data on DA Form 67-9 Assess and evaluate performance of officer on DA Form 67-9 COMBAT LEADERSHIP TEAM RATER RESPONSIBILITIES FOR LTs and WO1s Ensure Junior Officer Development Support Form is initiated Counsel rated officer throughout the rating period utilizing the DA Form 67-9-1a Review DA Form 67-9-1a at end of rating period COMBAT LEADERSHIP TEAM INTERMEDIATE RATER RESPONSIBILITIES Minimum of 60 days Assess performance of the rated officer through DA Form 67-9 If appropriate, provide information on DA Form 67-9-1 to assist senior rater COMBAT LEADERSHIP TEAM SENIOR RATER RESPONSIBILITIES 60 day minimum Ensures support form is provided Become familiar with rated officer’s performance Assess rated officer, considering DA Form 67-9-1 and potential relative to his/her contemporaries Has rated officer sign the DA Form 67-9 COMBAT LEADERSHIP TEAM SENIOR RATER RESPONSIBILITIES FOR LTs and WO1s Approve all DA Form 67-9-1a developmental plans and initial form Ensure compliance with the requirements of the DA Form 67-9-1 COMBAT LEADERSHIP TEAM QUESTIONS? Name one responsibility of the Rater. Name one responsibility of the Senior Rater. COMBAT LEADERSHIP TEAM EVALUATION PROCESS DA Form 67-9-1, OER Support Form DA Form 67-9-1a, Junior Officer Development Support Form DA Form 67-9, Officer Evaluation Report COMBAT LEADERSHIP TEAM OER SUPPORT FORM DA Form 67-9-1 Reference Army Regulation 623-105 Not forwarded to HQDA with OER COMBAT LEADERSHIP TEAM OER SUPPORT FORM Purpose: Promote a top down emphasis on leadership communication, integrating rated officer participation in objective setting, performance counseling, and evaluation. COMBAT LEADERSHIP TEAM OER SUPPORT FORM PART I (Rated Officer Identification) Name Rank Organization COMBAT LEADERSHIP TEAM OER SUPPORT FORM PART II (Rating Chain) Rater Intermediate Rater Senior Rater COMBAT LEADERSHIP TEAM OER SUPPORT FORM PART III (Verification of Discussion) Initial Counseling Date Rated Officer, Rater, and Senior Rater Initials Periodic Counseling Dates and Initials COMBAT LEADERSHIP TEAM OER SUPPORT FORM PART IV (Rated Officer) Duty Title Position Code Significant Duties and Responsibilities Major Performance Objectives Significant Contributions Signature and Date COMBAT LEADERSHIP TEAM OER SUPPORT FORM PART V (Rater and/or Intermediate Rater) Optional Comments Signatures and date COMBAT LEADERSHIP TEAM QUESTIONS? COMBAT LEADERSHIP TEAM JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM DA Form 67-9-1a Reference Army Regulation 623-105 COMBAT LEADERSHIP TEAM JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM Purpose: Institutionalize Army values and leadership doctrine as the common framework for junior officer development. Assist junior officer transition into Army leadership culture. Standardize junior officer development counseling COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM PART I (Instructions) Initial face to face Quarterly Follow-up counseling COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM PART II (Character) Army Values Attributes Skills COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM PART III (Developmental Action Plan) Influencing Communicating Decision Making Motivating Operating Planning Executing Assessing COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM Improving Developing Building Learning COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM PART IV (Verification) Rater initials Rated officer initials Date Senior rater initials COMBAT LEADERSHIP TEAM JR OFFICER DEVELOPMENT OER SUPPORT FORM PART V (Developmental Assessment Record) Assessment Key Points COMBAT LEADERSHIP TEAM QUESTIONS? COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD DA Form 67-9 Reference Army Regulation 623-105 COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Purpose: Provides evaluation information for use by successive members of the rating chain, emphasizes and reinforces professionalism, and supports the specialty focus of Officer Professional Management System (OPMS). COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part I: (Administrative Data) Name-SSN-Rank-DOR-BranchSpecialties Unit-Organization-Station Reason for Submission Period Covered-Rated Months Rated Officer and PSB data & codes COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part II: (Authentication) Name-SSN-Rank-Position-Signature-Date for Rater, Intermediate Rater, and Senior Rater Senior Rater’s Organization, Branch, Telephone Number, E-Mail Address Referred Report Rated Officer Signature and Date COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part III: (Duty Description) Principal Duty Title Position Code Significant Duties and Responsibilities (refer to DA Form 67-9-1) COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part IV: (Performance Evaluation) Character Army Values Leader Attributes/Skills/Actions APFT-Date-Height-Weight Junior Officer Development COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part V: (Performance and Potential Evaluation) Evaluate Rated Officer’s Performance Comments on Specific Aspects of Performance and Potential Identify unique professional skills or areas COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part VI: (Intermediate Rater Comments) Narrative comments are mandatory COMBAT LEADERSHIP TEAM OFFICER EVALUATION RECORD Part VII: (Senior Rater Comments) Evaluate Rated Officer’s Promotion Potential to the next higher grade Potential Compared with other officers “the blocks” Comments on Performance/Potential List 3 future assignments COMBAT LEADERSHIP TEAM QUESTIONS? What is the reference for the Officer Evaluation Record, DA Form 67-9? What is the purpose of the Officer Evaluation Record Support Form, DA Form 67-9-1? COMBAT LEADERSHIP TEAM MANDATORY TYPES OF REPORTS 90 DAY MINIMUM Change-of Rater Change of Duty Annual Departure on TDY or Special Duty TDY and SD Supervisor’s Evaluation Officer Failing Promotion Selection COMBAT LEADERSHIP TEAM MANDATORY TYPES OF REPORTS NO MINIMUM Initial Tour of Extended Active Duty Application for RA Appointment JAG Officers in OJT Training Relief for Cause PERSCOM Directed COMBAT LEADERSHIP TEAM OPTIONAL TYPES OF REPORTS NO MINIMUM Complete the Record Senior Rater Option Rater Option Sixty-day Option COMBAT LEADERSHIP TEAM QUESTIONS? COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF Reference DA Pamphlet 640-1 Purpose: summarize qualifications and career history used to manage officers Consists of ten sections plus the heading COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF Heading Type of ORB Brief date Date of Audit- normally blank Basic/Control Branch Component AD Grade and Date of Rank SSN and Name COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION I – Assignment Information Overseas Duty Career Field Information Branch/Functional Area/Skills Career Track Previous Branch/Functional Area Career Management Field Geographic Orientation COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION II – Security Data Type of Investigation Date security investigation completed Security Clearance COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION III – Service Data Basic Active Service Date (BASD) Current Program Procurement Number Entry on Active Duty Basic Date of Appointment Basic Year Group/Source of Appointment COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION III – Service Data (continued) Active Federal Commissioned Service Type of Original Appointment Current Service Agreement/Expiration Date Projected /Mandatory Retirement Date of Rank COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION IV – Personal Family Data Date of Birth/Birthplace Country of Citizenship Sex/Race Category Number of Dependents Religion/Marital Status Spouse Birthplace Physical categories/date/Height/Weight Mailing Address COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION V – Foreign Language Language Reading Comprehension Listening Comprehension Defense Language Aptitude Test COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION VI – Military Education Military Education Level Course/Year COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION VII – Civilian Education Civil Education Level Institution Discipline Source of Degree COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION VIII – Awards and Decorations Awards Decorations Tabs Badges COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION IX – Assignment History Date of Availability Date Last Permanent Change of Duty Station Date of last OER Organization Zip Code Assignment/From Date/Unit/Organization Station/Location/Major Command/Duty Title Duty MOS COMBAT LEADERSHIP TEAM OFFICER RECORD BRIEF SECTION X – Remarks Date of last photo Professional qualifications Assignment preferences Date of last preference statement Regimental Affiliation Months of prior enlisted/warrant officer service COMBAT LEADERSHIP TEAM QUESTIONS? Name two types of mandatory reports. Name one type of optional report. COMBAT LEADERSHIP TEAM SUMMARY Rating Chains Evaluation Process • OER Support Form • Junior Officer Development Support Form • Officer Evaluation Report Types of Reports Officer Record Brief COMBAT LEADERSHIP TEAM CONCLUSION . We must understand and use the Officer Evaluation Reporting System to provide evaluation of performance and potential in order to provide the Army with the best leaders. Remember that the most essential dynamic of combat power is LEADERSHIP! COMBAT LEADERSHIP TEAM