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HQ United States Air Force Academy Integrity - Service - Excellence OPRs PRFs & HQ United States Air Force Academy Integrity - Service - Excellence OPRs PRFs & Feedback For Directors Lt Col Shannon Yenchesky Advisory Panel Member

Overview Evaluations – AF Form 707 n Feedback – AF Form 724 n PRF Overview Evaluations – AF Form 707 n Feedback – AF Form 724 n PRF – AF Form 709 n Resources n

Evaluations Single most important document in an ALO’s career n Expectation for LODs: n Evaluations Single most important document in an ALO’s career n Expectation for LODs: n Well-written n On time n No redundant errors n

Evaluations § Your friendly RR Admin is busier than LAX! § § 600+ OPRs Evaluations § Your friendly RR Admin is busier than LAX! § § 600+ OPRs per year 250+ PRFs per year 150+ decorations per year Do the Math… § § 11. 5 OPRs per week 2. 4 OPRs per work day Integrity - Service - Excellence 4/26

OPR AF Form 707 OPR AF Form 707

Evaluations n How often do you write an OPR? Annually or n CRO with Evaluations n How often do you write an OPR? Annually or n CRO with more than 120 days supervision n Note: ALO needs at least 12 points for OPR n Use OPR tracker on ALOWeb n Integrity - Service - Excellence 6/26

Evaluations n Are LODs the rater? n n Who writes the OPR? n n Evaluations n Are LODs the rater? n n Who writes the OPR? n n Depends on LOD’s rank compared to the ratee’s Ultimate responsibility lies on the LOD Must the ALO walk on water? n Each report must be the best representation of that person.

Evaluations n How do you fill out Section III, Performance Factors? n Select “Meets, Evaluations n How do you fill out Section III, Performance Factors? n Select “Meets, ” “Does Not Meet, ” or “Exempt” n Meets: score of 75 or greater n Does Not Meet: score <75 or failure of any one category n Exempt: Exempt from ALL four components of the test

Evaluations n Can LODs highlight great fitness test scores? n NO! Individual fitness scores Evaluations n Can LODs highlight great fitness test scores? n NO! Individual fitness scores are not allowed n Exception: if they do not meet standards when OPR closes out. Comments can mention score, behavior, and FIT program progress

Evaluations n When must the LOD submit the OPR? n n No later than Evaluations n When must the LOD submit the OPR? n n No later than 60 days prior to close out Where do you send the OPR? Send to RREA. Admin @usafa. edu and cc your RD n Include OPR checklist n n Who reviews the OPR? Generic OPRs screened by Lt Col Clementz and signed by Col B n Stratified OPRs will be reviewed by Col B n

Evaluations n How do I sign the OPRs? n n Can I digitally sign Evaluations n How do I sign the OPRs? n n Can I digitally sign for the member in Section VIII? n n Use your CAC to digitally sign section IV Yes! Except try to get member to do it… Digital Signature exceptions n Use “pen and ink” signatures and dates: Referral reports n At least one evaluator does not have access to CAC or access to CAC enabled computer n Correction directed or approved by Evaluation Reports Appeals Board or Board for Correction of Military Records after evaluators have retired or separated n

Evaluations n Ratee Acknowledgment n Three options: Ratee signs evaluation n Ratee unable to Evaluations n Ratee Acknowledgment n Three options: Ratee signs evaluation n Ratee unable to sign n Ratee refuses to sign n n Digital signature locks entire form

Evaluations Ratee Acknowledgment Rater will conduct face-to-face feedback before ratee signs n Evaluation serves Evaluations Ratee Acknowledgment Rater will conduct face-to-face feedback before ratee signs n Evaluation serves as follow-on feedback n Ratee’s signature acknowledges: n Feedback was conducted in conjunction with the evaluation close out n Identifying information on the form is accurate n Ratee can address significant discrepancies and administrative errors n Rater does not have to make requested changes n NOTE: The date of the feedback session conducted in conjunction with the closeout of the evaluation is not to be used as the date feedback was last accomplished for the feedback block (OPR section IV)

Evaluations n What is a referral report? When a member does not meet standards. Evaluations n What is a referral report? When a member does not meet standards. n Note: The OPR process changes to allow the ratee an opportunity to explain their side of the story. Contact your RD as soon as you recognize the need for a referral OPR! n n What are some examples of situations that require a referral report? Ratee has an expired fitness test when OPR closes out n Ratee’s fitness score is 74 or less* when OPR closes out n Ratee is marked “does not meet standards” on any one section IX *or failure of any one category n

Evaluations OPR Best Practices n Fill up the white space! Include #s, hrs, %s, Evaluations OPR Best Practices n Fill up the white space! Include #s, hrs, %s, miles etc. # appointees % qual diverse cand SS selects miles traveled Congressional events Academy Days n # qual candidates # diversity, athletes HSSP 4060 s, recipients Term “Recruit” no longer used n Preferred: Outreach, Mentor, Advisor

Evaluations n Formulas of success: n n n Number of qualified candidates (Year over Evaluations n Formulas of success: n n n Number of qualified candidates (Year over year or YOY—to include identified, offers, and accepts) Number of qualified diversity candidates (YOY—to include identified, offers, and accepts) Summer Seminar candidates (YOY—offers and accepts) Summer Seminar diversity (YOY—offers and accepts) Compare both against unit numbers (YOY) and regional numbers (YOY) Include individual ALO gains and unit gains (for high performing ALOs)

Evaluations n Examples: -- #1 in REGION X with a 71% increase in Summer Evaluations n Examples: -- #1 in REGION X with a 71% increase in Summer Seminar acceptance rate in the last five years -- #1 (tie) in REGION X in appointment offers to qualified candidates (19 total, 24% annual increase) -- Outreach success! 400% increase in the "accept rate" of diversity candidates during the last five years

Evaluations n Stratification is important Can group by rank/primary duty/area, etc n Keep it Evaluations n Stratification is important Can group by rank/primary duty/area, etc n Keep it in the top 3 -5%; no more top x% in the nation unless a national award winner n Comment in OPR checklist for need/absence for stratification n n Examples: - Region III ALO of the Yr, #1/139; dedicated professional; always prepared; gets the job done--groom for Director - My #1/3 Dep Directors--the absolute best! Outstanding motivator, leader, mentor & program expert--Director next

Evaluations Best Practices(continued) n Include a push statement…if deserving n If individual has no Evaluations Best Practices(continued) n Include a push statement…if deserving n If individual has no desire for promotion, let RD know “no intention of completing PME, no expectation of promotion or increased responsibility” n n n Feedback date: ensure it falls within the reporting period Points: use reporting feature in ALOWeb Job description: bullets match checklist DLOD assignments: Let your RD know when you swap out DLODs so duty titles can be updated (Technique) Schedule Fit Test 6 mo from OPR closeout n Fit test expires after 365 days -- Not 12 months!

Evaluations Common Errors: n n n AFSC is 95 A 0 not 9 f. Evaluations Common Errors: n n n AFSC is 95 A 0 not 9 f. AO. Rater Signature Blk: should be the 9001 st # of ALOs in Job Description = # of ALOs in Blk IV or V Using obsolete version: should use 20080618 version 2012 is a leap year! 366 days supervision New Chief of ALO Program: Chad W. Clementz, Lt Col, USAF Chief, Liaison and Outreach Division 8281 n USE THE CHECKLIST!

Performance Feedback Accomplished on Form 724 n Required n Within 60 days of start Performance Feedback Accomplished on Form 724 n Required n Within 60 days of start of supervision period n Mid course – half way between start of supervision and projected OPR closeout n Face to face in conjunction with OPR n n Can’t be reviewed by anyone but rater and ratee n Can’t be introduced into personnel actions unless initiated by ratee, or ratee claims feedback was not accomplished / inadequate

AF Form 724 Front Back AF Form 724 Front Back

AF Form 724 Forms can still be either handwritten or typed n No digital AF Form 724 Forms can still be either handwritten or typed n No digital signature capability n Supervisor required to give specific indication of performance n Example AF Form 724

PRF Edison, Thomas A AF Form 709 PRF Edison, Thomas A AF Form 709

AF Form 709 n PRF n n n n Cumulative history of one’s career AF Form 709 n PRF n n n n Cumulative history of one’s career Documented history from OPRs Stress those things which make the rater stand-out: n “…first to upgrade” n “…youngest evaluator in the wing” n Local and AF-wide awards/distinctions n Recent ALO local/national awards Emphasize leadership roles Include ordinal comment (“top X%” or “my #X of XX ALO’s”) Due to RRA 120 days prior to board Area rack-n-stacks will help RR with rank ordering START TODAY! Only last two or three bullets will be ALO related —most of the book is already written

Resources n Resources AFI 36 -2406 Officer and Enlisted Evaluation Systems n ALOWEB n Resources n Resources AFI 36 -2406 Officer and Enlisted Evaluation Systems n ALOWEB n n Toolboxes-OPR/DECS/PRF ALO Writing Guide (2011) n OPR Checklist (28 Mar 2012) n Link to Forms and Viewer n Toolboxes-OPR Tracking Tool n Activity Log (Fitness Status) n

Questions? Questions?




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