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C OMBAT L EADERSHIP T EAM INSTRUCTOR CPT MORRIS C OMBAT L EADERSHIP T EAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting.

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Presentation on theme: "C OMBAT L EADERSHIP T EAM INSTRUCTOR CPT MORRIS C OMBAT L EADERSHIP T EAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting."— Presentation transcript:

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2 C OMBAT L EADERSHIP T EAM INSTRUCTOR CPT MORRIS

3 C OMBAT L EADERSHIP T EAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting System (OERS).

4 C OMBAT L EADERSHIP T EAM REFERENCES  AR , Officer Evaluations  DA Pam , The OERS “In Brief”  DA Form , OER Support Form  DA Form a, Junior Officer Development Support Form  DA Form 67-9, Officer Evaluation Report

5 C OMBAT L EADERSHIP T EAM OUTLINE  Rating Chains  Evaluation Process OER Support Form Junior Officer Development Support Form Officer Evaluation Report  Types of Reports  Officer Record Brief

6 C OMBAT L EADERSHIP T EAM RATING CHAIN  Chain Development  Member Responsibilities Rated Officer Rater Senior Rater

7 C OMBAT L EADERSHIP T EAM RATING SCHEME Rank OfficerDuty PositionRater Inter Rater Sr RaterNext OER LTC FLAGBN CDRCOL STEEL BG HAMMER MG TOUGH MAJ BUZZBN XOLTC FLAG COL STEEL MAJ STATICBN S3LTC FLAG COL STEEL CPT BANDX CO CDRLTC FLAG COL STEEL CPT WAVEZ CO, CDRLTC FLAG COL STEEL CPT SWITCHHQ CO, CDRLTC FLAG COL STEEL CPT PAPERBN S1MAJ BUZZ LTC FLAG CPT JUNKBN S4MAJ BUZZ LTC FLAG CPT SLACKASST S3MAJ STATIC LTC FLAG LT SMARTYBN S2MAJ STATIC LTC FLAG LT BRIGHTX CO, XOCPT BAND LTC FLAG LT SHARPZ CO, XOCPT WAVE LTC FLAG LT NET 1/X CO, PLCPT BAND LTC FLAG LT LOST2/X CO, PLCPT BAND LTC FLAG LT HERO1/Z CO, PLCPT WAVE LTC FLAG LT ZERO2/Z CO, PLCPT WAVE LTC FLAG010302

8 C OMBAT L EADERSHIP T EAM 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 and a at the end of the rating period

9 C OMBAT L EADERSHIP T EAM 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

10 C OMBAT L EADERSHIP T EAM RATER RESPONSIBILITIES  Counsel rated officer throughout the rating period utilizing the DA Form  Review DA Form 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

11 C OMBAT L EADERSHIP T EAM RATER RESPONSIBILITIES  Ensure Junior Officer Development Support Form is initiated  Counsel rated officer throughout the rating period utilizing the DA Form a  Review DA Form a at end of rating period FOR LTs and WO1s

12 C OMBAT L EADERSHIP T EAM 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 to assist senior rater

13 C OMBAT L EADERSHIP T EAM SENIOR RATER RESPONSIBILITIES  60 day minimum  Ensures support form is provided  Become familiar with rated officer’s performance  Assess rated officer, considering DA Form and potential relative to his/her contemporaries  Has rated officer sign the DA Form 67-9

14 C OMBAT L EADERSHIP T EAM SENIOR RATER RESPONSIBILITIES  Approve all DA Form a developmental plans and initial form  Ensure compliance with the requirements of the DA Form FOR LTs and WO1s

15 C OMBAT L EADERSHIP T EAM QUESTIONS?  Name one responsibility of the Rater.  Name one responsibility of the Senior Rater.

16 C OMBAT L EADERSHIP T EAM EVALUATION PROCESS  DA Form , OER Support Form  DA Form a, Junior Officer Development Support Form  DA Form 67-9, Officer Evaluation Report

17 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  DA Form  Reference Army Regulation  Not forwarded to HQDA with OER

18 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  Purpose: Promote a top down emphasis on leadership communication, integrating rated officer participation in objective setting, performance counseling, and evaluation.

19 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  PART I (Rated Officer Identification) Name Rank Organization

20 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  PART II (Rating Chain) Rater Intermediate Rater Senior Rater

21 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  PART III (Verification of Discussion) Initial Counseling Date Rated Officer, Rater, and Senior Rater Initials Periodic Counseling Dates and Initials

22 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  PART IV (Rated Officer) Duty Title Position Code Significant Duties and Responsibilities Major Performance Objectives Significant Contributions Signature and Date

23 C OMBAT L EADERSHIP T EAM OER SUPPORT FORM  PART V (Rater and/or Intermediate Rater) Optional Comments Signatures and date

24 C OMBAT L EADERSHIP T EAM QUESTIONS?

25 C OMBAT L EADERSHIP T EAM JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM  DA Form a  Reference Army Regulation

26 C OMBAT L EADERSHIP T EAM 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

27 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM  PART I (Instructions) Initial face to face Quarterly Follow-up counseling

28 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM  PART II (Character) Army Values Attributes Skills

29 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM  PART III (Developmental Action Plan) Influencing Communicating Decision Making Motivating Operating Planning Executing Assessing

30 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM Improving Developing Building Learning

31 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM  PART IV (Verification) Rater initials Rated officer initials Date Senior rater initials

32 C OMBAT L EADERSHIP T EAM JR OFFICER DEVELOPMENT OER SUPPORT FORM  PART V (Developmental Assessment Record) Assessment Key Points

33 C OMBAT L EADERSHIP T EAM QUESTIONS?

34 C OMBAT L EADERSHIP T EAM OFFICER EVALUATION RECORD  DA Form 67-9  Reference Army Regulation

35 C OMBAT L EADERSHIP T EAM 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).

36 C OMBAT L EADERSHIP T EAM 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

37 C OMBAT L EADERSHIP T EAM 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, Address Referred Report Rated Officer Signature and Date

38 C OMBAT L EADERSHIP T EAM OFFICER EVALUATION RECORD  Part III: (Duty Description) Principal Duty Title Position Code Significant Duties and Responsibilities (refer to DA Form )

39 C OMBAT L EADERSHIP T EAM OFFICER EVALUATION RECORD  Part IV: (Performance Evaluation) Character Army Values Leader Attributes/Skills/Actions APFT-Date-Height-Weight Junior Officer Development

40 C OMBAT L EADERSHIP T EAM 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

41 C OMBAT L EADERSHIP T EAM OFFICER EVALUATION RECORD  Part VI: (Intermediate Rater Comments) Narrative comments are mandatory

42 C OMBAT L EADERSHIP T EAM 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

43 C OMBAT L EADERSHIP T EAM 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 ?

44 C OMBAT L EADERSHIP T EAM 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

45 C OMBAT L EADERSHIP T EAM 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

46 C OMBAT L EADERSHIP T EAM NO MINIMUM  Complete the Record  Senior Rater Option  Rater Option  Sixty-day Option OPTIONAL TYPES OF REPORTS

47 C OMBAT L EADERSHIP T EAM QUESTIONS?

48 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  Reference DA Pamphlet  Purpose: summarize qualifications and career history used to manage officers  Consists of ten sections plus the heading

49 C OMBAT L EADERSHIP T EAM 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

50 C OMBAT L EADERSHIP T EAM 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

51 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  SECTION II – Security Data Type of Investigation Date security investigation completed Security Clearance

52 C OMBAT L EADERSHIP T EAM 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

53 C OMBAT L EADERSHIP T EAM 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

54 C OMBAT L EADERSHIP T EAM 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

55 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  SECTION V – Foreign Language Language Reading Comprehension Listening Comprehension Defense Language Aptitude Test

56 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  SECTION VI – Military Education Military Education Level Course/Year

57 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  SECTION VII – Civilian Education Civil Education Level Institution Discipline Source of Degree

58 C OMBAT L EADERSHIP T EAM OFFICER RECORD BRIEF  SECTION VIII – Awards and Decorations Awards Decorations Tabs Badges

59 C OMBAT L EADERSHIP T EAM 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

60 C OMBAT L EADERSHIP T EAM 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

61 C OMBAT L EADERSHIP T EAM QUESTIONS?  Name two types of mandatory reports.  Name one type of optional report.

62 C OMBAT L EADERSHIP T EAM SUMMARY  Rating Chains  Evaluation Process OER Support Form Junior Officer Development Support Form Officer Evaluation Report  Types of Reports  Officer Record Brief

63 C OMBAT L EADERSHIP T EAM. 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! CONCLUSION


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