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 -1 a, 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 LTC FLAG BN CDR MAJ BUZZ BN XO MAJ STATIC BN S 3 CPT BAND X CO CDR CPT WAVE Z CO, CDR CPT SWITCH HQ CO, CDR CPT PAPER BN S 1 CPT JUNK BN S 4 CPT SLACK ASST S 3 1 LT SMARTY BN S 2 1 LT BRIGHT X CO, XO 1 LT SHARP Z CO, XO 2 LT NET 1/X CO, PL 2 LT LOST 2/X CO, PL 2 LT HERO 1/Z CO, PL 2 LT ZERO 2/Z CO, PL Rater Inter Rater Sr Rater COL STEEL BG HAMMER MG TOUGH LTC FLAG COL STEEL LTC FLAG COL STEEL MAJ BUZZ LTC FLAG MAJ STATIC LTC FLAG CPT BAND LTC FLAG CPT WAVE LTC FLAG COMBAT LEADERSHIP TEAM Next OER 010110 000723 010312 001215 001214 010219 010316 000521 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 -1 a 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 WO 1 s § § § Ensure Junior Officer Development Support Form is initiated Counsel rated officer throughout the rating period utilizing the DA Form 67 -9 -1 a Review DA Form 67 -9 -1 a 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 WO 1 s § § Approve all DA Form 67 -9 -1 a 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 -1 a, 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 -1 a § 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-Branch. Specialties 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’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 § 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 Reading Comprehension Listening Comprehension Defense Language Aptitude Test COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF § SECTION VI – 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 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
Скачать презентацию INSTRUCTOR CPT MORRIS COMBAT LEADERSHIP TEAM PURPOSE
8201a25a53cfff865d7fad6cdb213fbd.ppt