OFFICER PERSONNEL
MANAGEMENT SYSTEM
(OPMS)
LTC Williams, Chief, CATD
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
1
AS A COMMANDER…
“You will be responsible for ensuring
that your Lieutenants understand the
OPMS.” “You control our future!”
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
2
AS A LEADER…
“You are the Leader Developer (LD) of
your subordinates. Part of LD is
understanding OPMS, and teaching it well.
You must know how to write an OER, and
what right like.”
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
3
Our Training Objectives
• Understand OPMS
• Understand how to write an OER, how
to evaluate an OER, and what right (and
not right looks like).
• Discuss topical issues involving OPMS
and the OER system.
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
4
OUTLINE
• OPMS OVERVIEW
• OPMS TRENDS AND STATS
• THE OER
– OVERVIEW
– THE DETAILS
• SUMMARY
• EVALUATION
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
5
OFFICER PERSONNEL
MANAGEMENT SYSTEM
(OPMS)
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
6
Officer Personnel Management System
• “The Right officer, for the right job, at the
right time!”
• Designed to Procure, Train, Evaluate,
Promote and Separate Army Officers
• Implemented in 1975-as a result of officer
skill imbalance post Vietnam.
• Ever evolving.
• Needs of the Army… vs. all others…
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
7
The MP BRANCH MISSION
• Assign the right officer, with the right skills, to the
right job, at the right time (with the right backfill)
• Apprise the MP Corps Regiment, and its officers, of
personnel management requirements and trends
• Advise and guide MP Officers in their individual
professional development
• #1 priority: GWOT and other expeditionary rqmts
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
8
GWOT and Other Expeditionary
Requirements--#1 Priority
 Sustain deployed units
• Create no turbulence in units
• Provide immediate backfills
 Set deploying units
• Units Filled at 105% Authorized (Aggregate)
• Stabilize Unit Teams 90 Days Prior to Deployment
• Unit Level Stop Loss/Stop Move
• Stabilize Bde / Bn Cdrs
 Reset redeployed units
• Stabilized 90 days after redeployment…then reset teams
• Minimize turbulence but…UA, Professional Development
• Man the force—AC/RC, TRADOC, Korea
• Return 50% to same unit
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
9
OPMS Diagram
• 3 Primary Functions:
- Strength Management
- Professional Development
- Evaluation
This is done using the ODP- (Officer Distribution Plan);
what we have filling what we need (requirements).
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
10
How Does the Army Professionally Prepare You?
• Development in your designated Branch/CF thru operation
experience
– Branch Qualification
– Branch
– Others
• Officer Professional Education (PME)
– Institutional
– Self
• Planned and progressive rotation of duties/assignments
– What training or jobs must you have
– What training or jobs do you want to have
• Counseling
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
11
CAREER FIELDS
• There are 4 Career Fields:
- Operations (OPCF)
- Information Operations
- Operational Support
- Institutional
• All officers will remain in OPCF until company
level BQ and selection for promotion to MAJ
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
12
CAREER FIELDS… what are they?
• Operations CF:
- All 16 Branches
- Multi Functional Logistics
- PSYOP/CA
• Information Operations CF:
- Strategic Intel
- Space
- PAO
- Systems Automation Management
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
13
CAREER FIELDS…..
• Operational Support CF:
- Army Acquisition Corps
- Foreign Area Officer
- Contracting and Industrial Management
• Institutional Support CF:
- Personnel Management
- Operations Plans and Training
- Human Resource
- Comptroller
- Nuclear Weapons
- USMA Associate Professor
- Operations Research and Systems Analyst
- Force Development
- Army Scientist
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
14
Officer Education System (OES)
• OBC
– Special Skills Training (SSI etc.)
• CCC
–
–
–
–
–
–
–
Advanced Civil Schooling
Advanced Degree Program
Fully Funded Legal Education Program (FLEP)
Training With Industry (TWI)
Degree Completion Program
Cooperative Degree Programs
Fellowships (offered by corporations, funds, or
educational institutions)
• CGSC
• SSC
• Self Development
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
15
OPMS TRENDS
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
16
CAREER MANAGEMENT
• Who should manage you career?
• How can you manage your career?
– ORB
– Fiche (OMPF)
– Photo
• Working with MP Branch
– Make your preferences known
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
17
Help, I’m in the zone!
What must I do now?
#1 Continue to give every job your best!
#2 Review your OMPF. Make any updates
BEFORE the board convenes.
#3 Take a current photograph (standard
is 5 years…but exceed the standard with
a recent photo when you’re in the zone).
#4 Review, update, and sign your Officer
Record Brief
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
18
BOARD PREPARATION PHASES
1 Yr
Board Schedule
Zone Message Out
C-120
Board Proponent Initializes Board in OSSS
Branch Phase Scrub (Phase 1)
C-90
Eligible Population in OSSS
C-85
Board Proponent Flags OERS (Phase 2)
C-75
Board Proponent Requests Products
C-60
BRANCH REPS.
VALIDATE
POPULATION
BRANCH REPS.
BEGIN SCRUB
C-40
C-35
Transfer Board File to D.A. Sec.
Board File Built in D.A. Sec.
C-30 Mtg/Start Branch Scrub
C-30
D.A. Sec. Takes Control
of Board File
Board
C-15
Convenes
C-Date
C-7 IS NORMALLY CUT-OFF
FOR SUBMITTING DOCUMENTS
UNCLASSIFIED
Aug 05, LTC Williams, Chief, CATD, USAMPS
19
INTERMEDIATE LEVEL EDUCATION
(ILE)
•
Replaces the C&GSOC as the Army’s intermediate level education
•
Full implementation starts August 2005 w/ a goal of all officers in YG94
and subsequent YGs to complete NLT their 12th year of commissioned
service
•
Four ways to complete:
– In residence at Lvnworth (primarily to OPCF) 12-week common core (+)
Advanced Operations Warfighting Course (AOWC)
– At one of four course location sites (other-than ops career fields)
– Correspondence Course ( for limited ACC YG94 and subsequent YGs;
continue to be available for ACC officers in earlier than YG94)
– RC Institutional Training Distributed Classroom (RC and some special
branch officers)
•
Officers in YG 94 and subsequent YGs should complete ILE w/in a 4yr window
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
22
CPT CHALLENGES
• 650 CPT MP officers in inventory
• 414 CPT MP officer posns authorized
(140 MP Command rqts, 35 are TDA)
- minus 110 other (IG,USMA,
USAREC, ACS)
- minus 60 MPCCC
• Large inventory, limited command rqts
result in a command queue averaging
18-24 months, once…
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
23
THE
OFFICER EVALUATION REPORT
(OER)
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
24
ENHANCEMENTS
BLUF:
OERs for officers in the grade of CPT, 1LT, 2LT, CW2 and WO1
with ending dates 01 OCT 2004 and later will no longer include a
Senior Rater “Box Check” in Part VIIB.
DA Label will state “NOT EVALUATED”
ALL officers in the above grades will be counseled with the
Developmental Support Form (former JODSF)
Objective:
Focus on mission accomplishment vs. peer standing
Further substantiates our Army does not operate under “zero
defects” mentality
Committed to developing warriors with “purple” mindset
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
25
CULTURE CHANGE
Senior Rater will not make any reference in their narrative
comments to the box check or how the rated officer would
be profiled.
- CPT Smith is an Above Center of Mass officer.
Senior Rater must develop a clear “WORD PICTURE” of the
officer relating to promotion, potential and schooling to
broadcast feedback for promotion and school selection
boards.
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
27
U.S. TOTAL ARMY
HUMAN RESOURCES COMMAND
OFFICER EVALUATION
REPORTING SYSTEM (OERS)
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
28
HR Command Points of Contact
Regulation and policy (OER, NCOER, AER) questions: DSN:221-9660
(Evaluation Systems Office)
Senior Rater Profile questions: DSN 221-9660
(Evaluation Systems Office)
AC OER Processing questions: DSN: 221-4200
(Evaluation Reports Branch)
Appeals & Corrections questions: DSN: 221-8642
(Appeals & Corrections Branch)
Officer Records (OMPF): DSN: 221-8790
(Officer Records Branch)
(Commercial prefix: 703-325-xxxx)
HRC On-Line:https://www.hrc.army.mil
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
29
Work online…….
-- HRC has a web site with a ton of good info….OPMF, pref
statement, photo mgmt, SR PROFILE, ORB, branch notes,
OER management, etc….
www.hrc.army.mil
-- If you don’t have an AKO account and your email is not
forwarded to your work email, then consider yourself a major
NO GO!!!
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
30
Management Support Division
HRC On-Line: https://www.hrc.army.mil
Select “HRC-Alexandria”, “The Adjutant General”, “and MSD” as next steps.
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
31
MP BRANCH
MAILING ADDRESS
ADDRESS:
U.S. ARMY HUMAN RESOURCES COMMAND
ATTN: AHRC-OPB-MP
200 STOVALL STREET, ROOM 4N25
ALEXANDRIA, VA 22332-0415
PHONE NUMBERS:
DSN: 221-5691
COMM: (703) 325-5691
FAX: 5668
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
32
67-9 OER
KEY COMPONENTS OF THE SYSTEM
• DA FORM 67-9-1 SUPPORT FORM
• DA FORM 67-9-1A DEVELOPMENTAL SUPPORT
FORM (DSF)
• DA FORM 67-9 OER EVALUATION
• SENIOR RATER PORTION OF DA FORM 67-9
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
33
Drawing the Line
What is Success?
 Success:
• The Warrior Ethos (being a warrior)
• Continued / valued service based on selflessness
 Every person in the Army must be able to draw a line to soldiers
in combat.
 How does the OER support the main effort and not become a
peacetime personnel management tool?
• Leaders have a responsibility to identify their best to the Army’s
selection process. This ensures the Army’s best are selected to
lead/train soldiers in demanding and challenging assignments.
• Leaders have a responsibility to develop subordinates,
Counseling is Key to the evaluation process
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
34
OER SUPPORT FORM - DA FORM 67-9-1
ADDED
PART III - VERIFICATION OF FACE-TO-FACE DISCUSSION
MANDATORY RATER / RATED OFFICER INITIAL FACE-TO FACE COUNSELING ON DUTIES, RESPONSIBILITIES AND PERFORMANCE OBJECTIVES FOR THE
CURRENT RATING PERIOD TOOK PLACE ON ____________ (Date) Rated Officer Initials ___________
Rater Initials ___________
Senior Rater Initials
(Review)
PERIODIC RATER / RATED OFFICER FOLLOW-UP FACE-TO-FACE COUNSELINGS:
____________
Rater Initials
Senior Rater Initials
Dates
____________
Rated Officer Initials
(Review)
______________
c. LIST YOUR SIGNIFICANT C ONTRIBUTIONS
OFFICER EVALUATION REPORT SUPPORT FORM
For use of this form, see AR 623- 105; the proponent agenc y is ODC SPER
Read Privac y Act Statement on R evers e before C ompleting this form
PART I - RATED OFFICER IDENTIFICATION
NAME OF RATED OFFICER (Las t, First, MI)
NAME
RATER
INTERMEDIATE
RATER
SENIOR RATER
NEW
RANK
ORGANIZATION
PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:
RANK
POSITION
NAME
RANK
POSITION
NAME
RANK
POSITION
IVc
Significant
Contributions
PART III - VERIFICATION OF FACE-TO-FACE DISCUSSION
MANDATORY RATER / RATED OFFICER INITIAL FACE-TO FACE COUNSELING ON DUTIES, RESPONSIBILIITIES AND PERFORMANCE OBJECTIVES FOR THE
CURRENT RATING PERIOD TOOK PLACE ON ____________ (Date) Rated Officer Initials ___________ Rater Initials ___________
Senior Rater Initials __________
(Review)
PERIODIC RATER / RATED OFFICER FOLLOW-UP FACE-TO-FACE COUNSELINGS:
Dates
____________
____________
____________
___________
Rated Officer Initials ___________
__________
___________
Rater Initials ___________
___________
__________
Senior Rater Initials __________
(Review)
__________
PART IV - RATED OFFICER (Complete a, b, and c below for this rati ng period)
PRINCIPAL D UTY TITLE
POSITION AOC / BR
a. STATE YOUR SIGN IFICANT DUTIES AND RESPONSIBILITIES
SUPPORTS:
IVa
Duty Description
SIGNATUR E AND DATE
PART V - RATER AND/ OR INTERMEDIATE RATER (Review and c omm ent on Part IVa, b, and c abov e).
Insure remarks are consistent with your perfor manc e and potential eval uati on on DA For m 67-9.)
b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES
a. RATER COMMENTS (Optional)
Objective Setting
Counseling
Rated Officer Feedback
SIGNATUR E AND DATE (Mandatory)
b. INTERM EDIATE RATER C OMMENTS
IVb
Major Performance
Objectives
(Optional)
SIGNATUR E AND DATE (Mandatory)
( U.S.C. 552a)
DATA REQUIRED BY THE PRIVACY ACT OF
1. AUTHORITY: Sec 301 Title 5 USC; Sec 3012 Title 10
2. PURPOSE: DA Form 67-9, Officer Evaluation Report, ser ves as the primary source of information for officer personnel management decisions.
DA Form 67-9-1, Officer Evaluation Support Form, serves as a guide for the rated officer's performance and development, enhances the
accomplishment of the organization mission, and provides additional performance information to the rating chain. DA Form 67-9-1a, Junior Officer
Devevlopment Support Form, serves as a common framework for Junior Officer Development and standardizes Junior Officer counseling.
3. ROUTINE USE: DA Form 67-9 will be maintained in the rated officer's Official Military Personnel File (OMPF) and Career Management Individual
File (CMIF). A copy will be provided to the rated officer either directly or forwarded to the rated officer. DA Form 67-9-1 and DA Form 67-9-1a is for
organizational use only and will be returned to the rated officer after review by the rating chain.
4. DISCLOSURE: Disclosure of the rated officer's SSN (Part I,DA Form 67-9) is voluntary. However, failure to verify the SSN may result in a
delayed or erroneous processing of the officer's OER. Disclosure of the information in Part IV, DA Form 67-9-1 is voluntary. However, failure to
provide the information requested will result in an evaluation of the rated officer without the benefits of that officer's comments. Should the rated
officer use the Privacy Act as a basis not to provide the information requested in Part IV, the Support Form will contain the rated officer's statement to
that effect and be fowarded through the rating chain in accordance with AR 623-105.
DA
FORM
OCT 97
67-9-1
EDITION OF FEB 85 IS OBSOLETE
(FRONT)
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
(REVERSE)
35
DEVELOPMENTAL SUPPORT FORM (DSF)
Enhancements to include CPT & CW2 Effective 1 Oct 04
CW3-CW5/MAJ-BG:
OFFICER EV ALUATION REPORT SUPPORT FORM
For use of this form, see AR 623-105; the proponent agency is DCSPER.
Read Privacy Act Statement on Reverse before Completing this form
PART I - RATED OFFICER IDENTIFICATION
GRADE
ORGANIZATION
NAME OF RATED OFFICER (Last, First, MI)
PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:
RATER
NAME
INTERMEDIATE
RATER
NAME
SENIOR
RATER
NAME
GRADE
POSITION
GRADE
POSITION
GRADE
POSITION
MISSION REQUIREMENTS
and
MISSION TASKS
PART III - VERIFICATION OF INITIAL FACE-TO-FACE DISCUSSION
AN INITIAL FACE-TO-FACE DISCUSSION OF DUTIES, RESPONSIBILITIES, AND PERFORMANCE OBJECTIVES FOR THE CURRENT
RATING PERIOD TOOK PLACE ON
.
RATED OFFICER' S INITIALS
RATER'S INITIALS
PART IV - RATED OFFICER (Complete a, b, and c below for this rating period)
a. STATE YOUR SIGNIFICANT DUTIES AND RESPONSIBILITIES
DUTY TITLE IS
, THE POSITION CODE IS
.
b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES
Performance
Objectives
FORM
DA FEB
85 67-8-1
MANDATORY COUNSELING BY RATERS OF OFFICERS
IN RANKS OF: CPT, LT, CW2, WO1
SR RATER APPROVAL/OVERWATCH EXAMPLES:
Company Cdr DSF on Platoon Leaders
- BN Cdr over watch
Battalion Cdr DSF on Company Cdrs
- BDE Cdr over watch
USAPPC V2.10
EDITION OF SEP 79 IS OBSOLETE.
DEVELOPMENTAL TASKS (DSF)
* BASED ON MISSION LAID OUT IN SUPPORT FORM
* FOCUSED ON LEADERSHIP DOCTRINE
SPT FORM
CPT/LT/CW2/W01s:
SPT FORM
OFFICER EV ALUATION REPORT SUPPORT FORM
For use of this form, see AR 623-105; the proponent agency is DCSPER.
Read Privacy Act Statement on Reverse before Completing this form
PART I - RATED OFFICER IDENTIFICATION
GRADE
ORGANIZATION
NAME OF RATED OFFICER (Last, First, MI)
PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:
RATER
NAME
INTERMEDIATE
RATER
NAME
SENIOR
RATER
NAME
GRADE
POSITION
GRADE
POSITION
GRADE
POSITION
PART III - VERIFICATION OF INITIAL FACE-TO-FACE DISCUSSION
AN INITIAL FACE-TO-FACE DISCUSSION OF DUTIES, RESPONSIBILITIES, AND PERFORMANCE OBJECTIVES FOR THE CURRENT
RATING PERIOD TOOK PLACE ON
.
RATED OFFICER' S INITIALS
RATER'S INITIALS
PART IV - RATED OFFICER (Complete a, b, and c below for this rating period)
a. STATE YOUR SIGNIFICANT DUTIES AND RESPONSIBILITIES
DUTY TITLE IS
, THE POSITION CODE IS
.
b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES
COMPANY GRADE DEVELOPMENTAL SUPPORT FORM
For use of this form, see AR623-105; the proponent agency is DCSPER.
PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
Initial face-to-face (Part II and III)
- Discuss duty description/major performance objectives (MPOs from 67-9-1)
- Define and discuss leadership competencies - FM 22-100, Appendix A.
- Establish developmental objective(s) for each leadership competency; developmental objective(s) should target the MPOs on the Support Form.
- Upon completion of the initial face-to-face counseling, date and initial Part III
(verification). Obtain senior rater's initials. Rated officer and rater retain file copy
for use during later development progress reviews.
Follow-up Development Progress Review (Part IV - Reverse
- Discuss MPOs and progress made. Adjust MPOs , and timeliness as needed.
- Discuss progress made on competency development objectives; adjust objectives as needed to continue development process.
- Rater summarize key points in appropriate block of Part IV.
- Rater and rated officer initial, date, and keep a file copy for use during later
development progress reviews.
INTEGRATES
Development
with
Performance
MISSION REQUIREMENTS
(Objectives)
PART II - DEVELOPMENTAL ACTION PLAN. Competency development objective(s) target MPOs on the DA Form 67-9-1.
PROFESSIONAL ETHICS. Honest and sincere. Stands firm on values, moral principles, and convictions. Selfless. Loyal to country, command, and soldiers. Dedicated and
commited to mission accomplishment. Encourages ethical, positive, and productive attitudes; respects individuals' dignity.
FORM
DA FEB
85 67-8-1
EDITION OF SEP 79 IS OBSOLETE.
USAPPC V2.10
COMMUNICATION. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent.
SUPERVISION. Provides purpose, motivates, directs, evaluates, coordinates, and plans the efforts of subordinates so that tasks are effectiely accomplished.
AND
TEACHING/COUNSELING. Takes a direct hand in subordinates' development by overcoming problems and increasing knowledge and skills.
SOLDIER TEAM DEVELOPMENT. Develops effective, cohesive, disciplined team built on bonds of mutual trust, respect, and confidence.
TACTICAL AND TECHNICAL PROFICIENCY. Demonstrates proficiency in required professional knowledge, judgment, and skills. Requires minimal supervision.
DEVELOPMENTAL TASKS
DECISION MAKING. Makes well-informed, practical, and timely decisions with Commander's intent, even under pressure.
DA Form 67-9-1a
WORKSHEET
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
36
DEVELOPMENTAL SUPPORT FORM (DSF)- FRONT SIDE: PARTS I & 2
PART I. INSTRUCTIONS
INITIAL COUNSELING
FOLLOW-UP COUNSELINGS
PART II. CHARACTER- LEADER VALUES, ATTRIBUTES, SKILLS
PART II CHARACTER.
Disposition of the leader: combination of values, attributes, and skills affecting leader actions. (See FM 22-100, PART TWO)
1. HONOR: Identifies with public code of Army values (honor)
5. RESPECT: Promotes dignity, consideration, fairness, & EO
2. INTEGRITY: Possesses sound moral values; honest in word and deed
6. SELFLESS-SERVICE: Places Army priorities before self
3. COURAGE: Manifests physical and moral bravery
7. DUTY: Fulfills professional, legal, and moral obligations
4. LOYALTY: Bears true faith and allegiance to the U.S. Constitution, the ARMY, the unit, and the soldier
ATTRIBUTES
Fundamental qualities and
characteristics
SKILLS (Competence)
Skill development is self-development;
prerequisite to action
MENTAL
Possesses desire, will, initiative, and
discipline
PHYSICAL
Maintains appropriate level of physical
fitness and military bearing
CONCEPTUAL
Demonstrates sound judgment, critical /
creative thinking, moral reasoning
INTERPERSONAL
Shows skill with people: coaching, teaching,
counseling, motivating and empowering
EMOTIONAL
Displays self-control; calm under pressure
TECHNICAL
Possesses the necessary expertise to
accomplish all tasks and functions
TACTICAL Demonstrates proficiency in required professional knowledge, judgment, and warfighting
FRONT SIDE DA FORM 67-9-1a
Developmental Support Form
JUNIOR OFFICER DEVELOPMENTAL SUPPORT FORM
For use of this form, see AR 623-105; the proponent agency is ODCSPER
NAME OF RATED OFFICER (Last, Fir st, M I)
SSN
GRADE
OR GANIZ ATION
PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
Initial face-to-face (Part II and III)
Quarterly Follow-up Counselings (Part V - Reverse)
- Discuss duty description/major performance objectives from DA Form 67-9-1.
- Discuss Army leader values, attributes and skills as related to future duty
performance and professional development (Part II: Leader Character)
- Complete Developmental Action Plan (Part III)- Record at least one
developmental task for each leadership action that targets major performance
objectives listed on DA Form 67-9-1.
- Upon completion of the initial face-to-face counseling, date and initial Part IV
(verification). Obtain senior rater's initials. Rated officer and rater retain file
copy for use during later follow-up counselings.
PART II CHARACTER.
- Discuss major performance objectives and progress made. Adjust as needed.
- Discuss progress made on developmental tasks; update/modify tasks as
needed to continue developmental process.
- Rater summarize key points in appropriate block of Part V.
- Rater and rated officer initial, date, and keep a file copy for use during later
counselings.
NOTE: Reference for Army Leadership Doctrine is FM 22-100.
Disposition of the l eader: c ombi nati on of values , attributes , and sk ills affecti ng l eader ac tions. ( See FM 22-100, PART TWO)
ARMY VALUES
DISCUSS
1. HONOR: Adherenc e to the Arm y's publ icly dec lared code of values
2. INTEGRITY: Possesses high pers onal m oral s tandar ds; hones t i n w ord and deed
3. COURAGE: Manifests phy sical and moral brav ery
5. RESPECT: Promotes dignity, considerati on, fair ness , & EO
6. SELFLESS-SER VICE: Places Ar my pr iorities before self
7. DUTY: Fulfills pr ofes sional, legal, and m oral obl igations
4. LOYALTY: Bears true faith and all egi anc e to the U.S. C ons tituti on, the ARMY, the uni t, and the s oldier
ATTRIBUTES
Fundamental qual iti es and
characteristics
SKILLS (Competence)
Skill developm ent is part of s elfdevelopment; prer equisi te to action
MENTAL
Possesses desir e, w ill, ini tiative, and
disci pline
PHYSICAL
Maintains appropriate l evel of phys ical
fitness and mili tary bearing
CONCEPTUAL
Demonstrates sound judgment, cr itic al /
creative think ing, mor al r easoning
INTERPERSONAL
Shows skill wi th people: c oac hing, teachi ng,
counseling, m oti vating and empower ing
EMOTIONAL
Displays sel f-control; c alm under pr essure
TECHNICAL
Poss esses the necess ary expertis e to
accomplish al l task s and functi ons
TACTICAL Demons trates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting
PART III - DEVELOPMENTAL ACTION PLAN. Development tasks that target maj or performance objec tives on the DA Form
67- 9-1. (See FM 22-100, PART THREE)
INFLUENCING: Communicating, Decision Making, Motivating
COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.
DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgement to allocate resources and select
appropriate course(s) of action.
LEADER CHARACTER
Rater expectations
Rated officer input
Relate to duties
MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and
consistently displaying proper military bearing.
OPERATING: Planning, Executing, Assessing
PLANNING. Uses critical and creative thinking to develop executable plans that are suitable, acceptable, and feasible.
EXECUTING. Shows tactical and technical proficiency; meets mission standards; takes care of people/resources. Maximizes the use of available systems and
technology. Performs well under physical and mental stress.
DA Form 67-9-1a
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
37
DEVELOPMENTAL SUPPORT FORM (DSF)- PART III
PART III. DEVELOPMENTAL ACTION PLAN
PART III - DEVELOPMENTAL ACTION PLAN.
Development tasks that target major performance objectives on the DA Form 67-9-1. (See FM 22-100, PART THREE)
INFLUENCING: Communicating, Decision Making, Motivating
COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.
(1) Provide an oral OPORD brief to CO/XO during FTX in April.
DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgment to choose appropriate alternative(s).
(7) Facilitate a discussion on the ethical decision making during
June OPD.
MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and
consistently displaying proper military bearing.
FRONT SIDE DA FORM 67-9-1a
JUNIOR OFFICER DEVELOPMENTAL SUPPORT FORM
For use of this form, see AR 600-8-18; the proponent agency is ODCSPER
NAME OF RATED OFFICER (Last , Fir st, M I)
SSN
G RADE
OR GANIZ ATION
PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
Initial face-to-face (Part II and III)
- Discuss duty description/major performance objectives from DA Form 67-9-1.
- Discuss Army Values/leader attributes and skills as related to future duty
performance and professional development (Part II: Leader Character)
- Complete Developmental Action Plan (Part III)- Record at least one
developmental task for each leadership action that targets major performance
objectives listed on DA Form 67-9-1.
- Upon completion of the initial face-to-face counseling, date and initial Part IV
(verification). Obtain senior rater's initials. Rated officer and rater retain file
copy for use during later periodic follow-up counselings.
PART II CHARACTER.
Periodic Follow-up Counselings (Part IV - Reverse)
- Discuss major performance objectives and progress made. Adjust as needed.
- Discuss progress made on developmental tasks; update/modify tasks as
needed to continue developmental process.
- Rater summarize key points in appropriate block of Part V.
- Rater and rated officer initial, date, and keep a file copy for use during later
periodic counselings.
NOTE: Reference for Army Leadership Doctrine is FM 22-100.
Disposition of t he l eader: c ombi nati on of values , at tributes , and sk ills affect ing l eader acti ons. (See FM 22-100, PART TWO)
(3,6) Lead Platoon PT every Monday in April- set the example!
1. HONOR: Ident ifies with publ ic code of Army values (honor)
2. INTEGRITY: Possesses sound m oral v alues; hones t i n w ord and deed
3. COURAGE: Manifest s phy sical and moral brav ery
5. RESPECT: Prom otes digni ty, c onsiderati on, f airness, & EO
6. SELFLESS- SERVICE: Places Army prioriti es before self
7. DUTY: Fulfills pr ofess ional , legal, and moral obligations
4. LOYALTY: Bears true faith and allegiance t o the U. S. C onst itut ion, the ARM Y, t he unit, and the sol dier
ATTRIBUTES
Fundament al quali ties and
characteristics
SKILLS (Competence)
Skill development is self-development;
prerequisi te t o ac tion
MENTAL
Possesses desir e, wil l, ini tiativ e, and
discipline
PHYSICAL
Maintains appr opriate level of phy sical
fitness and m ilitary bearing
CONCEPTUAL
Demonstrates s ound judgm ent, criti cal /
creative think ing, moral reas oning
INTERPERSONAL
Shows skill with people: coaching, t eaching,
counseling, m otiv ating and em powering
EMOTIONAL
Display s self- control ; calm under pressure
TECHNICAL
Possesses the necess ary expertis e to
accomplis h all task s and func tions
TACTICAL Demonstrates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting
PART III - DEVELOPMENTAL ACTION PLAN. Development tasks that target maj or performance objec tives on the DA Form
67- 9-1. (See F M 22-100, PART THREE)
INFLUENCING: Communicating, Decision Making, Motivating
COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.
DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgement to choose appropriate alternative(s).
MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and
consistently displaying proper military bearing.
OPERATING: Planning, Executing, Assessing
PLANNING. Uses critical and creative thinking to develop executable plans that are suitable, acceptable, and feasible.
EXECUTING. Shows tactical and technical proficiency; meets mission standards; takes care of people/resources. Maximizes the use of available systems and
technology. Performs well under physical and mental stress.
• Target performance objectives on Support Form
• At least one developmental task per leader action
• Tasks should be specific, measurable, and achievable
DA Form 67-9-1a
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
38
DEVELOPMENTAL SUPPORT FORM (DSF)- PARTS IV AND V
PART IV. VERIFICATION
PART IV - VERIFICATION:
Rater initials
Rated officer initials
Date
senior rater initials
PART V. DEVELOPMENTAL ASSESSMENT RECORD
PART V - DEVELOPMENTAL ASSESSMENT RECORD. Summary of key points made during follow-up counselings. Highlight progress and
strengths observed as well as developmental needs across values, attributes, skills, and actions.
1st Assessment
Key Points
candid
participative
NOT A RATING!!
REVERSE SIDE DA FORM 67-9-1a
ASSESSING. Uses after-action and evaluation tools to facilitate consistent improvement.
IMPROVING: Developing, Building, Learning
DEVELOPING. Teaches, trains, coaches and counsels subordinates increasing their knowledge, skills and confidence.
constructive
positive
BUILDING . Develops effective, disciplined, cohesive, team built on bonds of mutual trust, respect, and confidence. Fosters ethical climate.
LEARNING. Actively seeks self-improvement (individual study, professional reading, etc.), and fosters a learning environment in the unit (IPRs, AARs, NCOPD, etc.)
Rated officer initials
Rater initials
Date
PART IV - VERIFICATION:
Rater initials
Rated officer initials
Date
Senior rater initials
PART V - DEVELOPMENTAL ASSESSMENT RECORD. Summary of key points made during follow-up counselings. Highlight progress and
strengths observed as well as further development needed.
1st Assessment
Rated officer initials
Summary of key points
Rated officer initials
-- discussion of values, attributes, skills
-- progress on developmental tasks and focus
-- noted strengths
-- further needs for focus/improvement
-- rater/rated officer initials and date of counseling
Rated officer initials
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
Rater initials
Rater initials
Rater initials
Date
2nd Assessment
Date
3rd Assessment
Key Points
Key Points
Key Points
Date
39
Masking Early OERs
OERs moved to
restricted section of OMPF.
2LT/WO1
1LT
CPT/CW3
• WO1 reports “masked” after selection to CW3
Remember all
LT OERs are seen
• LT reports masked after promotion to CPT
by CPT Board.
- Initial Requirement - YG 87 and later (e.g. YG 88/89)
- Ongoing Requirement - Upon promotion to CPT
- ORB lists duty positions even when OERs are “masked”
- When you see a BQ (command) or key staff job on ORB
with no OER on file; OER was a LT report and therefore
“masked”
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
40
TYPES OF EVALUATION
AR 623-105, Chapter 3
Section VII: Mandatory Reports – 90 day minimum
Section VIII: Mandatory Reports – Other than 90 day minimum
Section IX: Optional Reports
• CHANGE OF DUTY
• CHANGE OF RATER
• ANNUAL
• COMPLETE THE RECORD
• RELIEF FOR CAUSE
• OTHER – SPECIAL SITUATIONS
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
41
DA FORM 67-9 (FRONT SIDE)
OFFICER EVALUATION REPORT
SEE PRIVA CY ACT STATEMENT
ON DA FORM 67-9-1
For use of this form, see AR 623-105; the proponent agency is ODCSPER
PART I - ADMIN ISTRATIVE DATA
a. NAME ( Last, First, Middle Initial )
c. RANK
b. SSN
Y ear
THRU
M onth
M onth
Day
Y ear
Month
1
g. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND
i. PERIOD COVERED
FROM
j. RATED
MONTHS
k. NONRATED
CODES
l. NO. OF
ENCL
e. BRANCH
d. DATE OF RANK
Y ear
P MOS ( WO
n. PSB
INITIALS
Date
1. Given to Officer
o. CMD CODE p. PSB CODE
2. Forwarded to Officer
2. RO signs last, Allow for Time
SR uses AKO address when
possible.
PART II - AUTHENTICATION ( Rated officer sig nature verifies PART I data and R ATING OFFIC IALS ONLY )
a. NAME OF RATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
b. NAME OF INTERMEDIATE R ATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
c. NAME OF SENIOR RATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
BRANCH
SENIOR RATER TELEPHONE NUMBER
SENIOR RATER'S ORGANIZATION
E-MAIL ADDRESS
d. This is a referred report, do you wish to make comments?
Yes, comments are attached
1. Be careful with “P” indicator
(AR 623-105, para 2-8)
h. REASON FOR SUBMISSION
m. RATED OFFICER COPY (Check one and date)
Day
f. DES IGNATE D
S P E CIALTIE S
Day
2
e. SIGNATURE OF RATED OFFICER
DATE
No
PART III - DUTY DESCRIPTION
b. POSITION AOC / BR
a. PRINCIPAL DUTY TITLE
3. Lists Scope & degree of
responsibility in terms of:
resources, people, facilities &
budget.
c. SIGNIFICANT DUTIES AND R ESPONSIBILITIES. REFER TO PART IVa, DA FORM 67- 9-1
3
PART IV - PERFORM ANCE EVAL UATION - PROFESSIONALISM ( Rater)
CHARACTER Disposition of the l eader: c ombi nati on of values , attributes , and sk ills affecting leader acti ons
a. ARMY VALUES (Comments mandat ory for all " NO" entries. Use PART Vb.)
YES
NO
YES
1. HONOR: Adherenc e to the Arm y's publ icly dec lared code of values
5. RESPECT: Promotes dignity, considerati on, fair ness , & EO
2. INTEGRITY: Possesses high pers onal m oral s tandar ds; hones t i n w ord and deed
6. SELFLESS-SERVICE: Places Ar my pr iorities before self
3. COURAGE: Manifests phy sical and moral brav ery
7. DUTY: Fulfills pr ofes sional, legal, and m oral obl igations
4. LOYALTY:
NO
Bears true faith and allegianc e to the U.S. C ons tituti on, the Army , the uni t, and the s oldier
4
b. LEADER ATTRIBUTES / SKILLS / ACTIONS: First, mark "YES" or " NO" for each block. Second, choose a total of si x that best desc ribe the rated offic er. Select one from ATTR IBUTES, two from
SKILLS(Competenc e), and three fr om ACTIONS(LEADERSHIP). Plac e an "X" in the appr opri ate numbered box with optional c omments in PART Vb. Comments ar e mandatory for all "N O" entries in PART Vb.
b.1. ATTRIBUT ES (Sel ect 1)
Fundamental qual iti es and
characteristics
1.
b.2. SKILLS (Competence)
1.
YES
MENTAL
NO
2.
Possesses desir e, w ill, ini tiative, and
disci pline
YES
CONCEPTUAL
NO
Skill developm ent is part of s elfdevelopment; prer equisi te to action
4.
YES
NO
3.
Maintains appropriate l evel of phys ical
fitness and mili tary bearing
2.
Demonstrates sound judgment, cr itic al /
creative think ing, mor al r easoning
(Select 2)
PHYSICAL
INTERPERSONAL
YES
NO
YES
EMOTIONAL
NO
Displays sel f-control; c alm under pr essure
3
YES
TECHNICAL
NO
Poss esses the necess ary expertis e to
accomplish al l task s and functi ons
Shows skill wi th people: c oac hing, teachi ng,
counseling, m oti vating and empower ing
TACTICAL Demons trates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting
YES
NO
YES
NO
4. No is Bad
Leader Word Picture No “School Solution”
b.3. ACTIONS (LEAD ERSHIP) (Select 3) M ajor activ ities leaders perfor m: influencing, oper ating, and impr oving
INFLUENCING
Method of reaching goals while
operating / impr oving
1.
YES
NO
2.
Displays good oral , wr itten, and l istening
skills for individuals / groups
OPERATING
4.
Short- term m ission
accom pli shm ent
PLANNING
YES
NO
7.
D ATE:
DEVELOPING
YES
NO
DECISION-MAKING
YES
NO
5.
EXECUTING
YES
NO
Invests adequate ti me and effor t to develop
indivi dual subordi nates as leaders
H EIGH T :
BUILDING
YES
NO
6.
YES
ASSESSING
YES
LEARNING
NO
Seeks sel f-im prov ement and or gani zati onal
growth; envis ioning, adapting and leading c hange
WEIGHT:
REPLACES DA FORM 67-8, 1 SEP 79, WHICH I S OBSOLETE, 1 OCT 97
5
YES
NO
Important to CFD Board
NO
Uses after-ac tion and evaluation tool s to
facilitate consis tent improvement
9.
Spends tim e and resour ces impr oving teams,
groups , and units; fos ters ethical cli mate
WERE DEVELOPMEN TAL TASKS RECORDED ON DA FOR M 67-9- 1a AND QUARTER LY FOLLOW-UP C OUNSELINGS CON DUCTED?
Aug 05, LTC Williams, Chief, CATD, USAMPS
MOTIVATING
Inspi res, motivates, and guides other s toward
mission ac complishment
Shows tac tical pr ofic ienc y, m eets mis sion
standards, and tak es car e of people/res our ces
8.
d. JUNIOR OFFICER DEVELOPMENT- MANDATORY YES OR NO ENTRY FOR R ATERS OF LT s AND WO1s.
DA FORM 67 - 9
3.
Employs sound judgment, logic al reasoning
and uses r esour ces w isely
Develops detailed, executabl e pl ans that are
feasibl e, acc eptabl e, and suitable
IMPROVING
Long-term impr ovement in the Army,
its people and organiz ati ons
c. APFT:
COMMUNICATING
NA
UNCLASSIFIED
5. New! Effective 1 Oct 04
For Evaluation of Raters of
CPTs/LTs & CW2s/WO1s
42
DA FORM 67-9 (REVERSE SIDE)
NAME
PERIOD COVERED
SSN
PART V - PERFORMANCE AND POTENTIAL EVALUATION (Rater)
a. EVALUATE THE RATED OFFICER'S PERFORMANCE DURING THE RATI NG PERIOD AND HIS/ HER POTENTIAL FOR PROMOTION
6
OUTSTANDING PERFORMANCE,
MUST PROMOTE
SATISFACTORY PERFORMANCE,
PROMOTE
UNSATISFACTORY PERFORMANCE,
DO NOT PROMOTE
OTHER
(Explain)
b. COMMENT ON SPECIF IC ASPECTS OF THE PERFORMANCE AND POTENTIAL FOR PR OMOTION. REFER TO PART III, DA FOR M 67-9 AND PART IVa, b, AND c DA FORM 67-9-1.
6. To Date Most RO’s viewed
as Outstanding
7. Performance & Potential
Authorized: Double space between
Performance & Potential
comments (MSG 02-220)
7
8. NOT for Potential c. IDENTIFY ANY UNI QUE PROF ESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE T O THE AR MY THAT THIS OFF ICER POSSESSES. FOR ARMY COMPETI TIVE CAT EGORY CPT THROUGH LTC, ALSO INDI CATE A POTENTIAL
CAREER FIELD FOR FUTUR E SERVICE.
8
PART VI - INTERMEDIATE RATER
PART VII - SENIOR RATER
a. EVALUATE THE RATED OF FICER'S PROMOTION POTENTI AL TO THE NEXT HIGHER GRADE
BEST QUALIFIED
FULLY QUALIFIED
b. POTENTIAL COMPARED WITH OF FICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
DO NOT PROMOTE
I currentl y senior rate_______________offi cer( s) i n this grade
OTHER (Explain below)
A completed DA Form 67-9-1 was received with this report and considered
in my evaluation and review
YES
NO (Explain in c)
c. COMMENT ON PERFORMANCE / POT ENTIAL
9
Optional: Unique Professional
Skills/Expertise
Mandatory: For ACC CPT thru LTC
- must recommend a Career Field
(CF/BR or CF/FA)
9. No Part VII b Box Check For
Evaluations on MG/CPTs/LTs &
CW5/CW2s/WO1s (effective 1
Oct 04)
ABOVE CENTER OF MASS
(Less than 50% in top box; Center of
M ass i f 50% or m ore i n top box)
CENTER OF MASS
10
BELOW CENTER OF MASS
RETAIN
BELOW CENTER OF MASS
DO NOT RETAIN
d. LIST 3 FUTURE ASSIGNMENTS F OR WHICH T HIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE C ATEGORY CPT THROUGH LTC, ALSO INDICATE A POTENTIAL
CAREER FIELD FOR FUTUR E SERVICE.
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
10. Quantifiable Performance
& Potential Comments in
narrative (VIIc), Three Future
Assignments and Career Field
in (VIId) should be consistent
43
OER Processing Issues
•
Part II - Invalid Rater/Senior Rater
* When CPTs get promoted to MAJ minimum grade for SR Changes
•
Part II - Referred OER not referred
•
Part IIc. - Incorrect SSN & branch for Senior Rater
•
Part IVb. - Block checks missing
•
Part IVd. - HT/WT Yes/No missing
•
Part IVd. - DSF evaluation incorrectly annotated (New for CPT & CW2s,
effective 1 Oct 04)
•
Part Vb. - No potential comments (mandatory)
•
Part Vc. - Potential comments in this block should only be for unique skills
- No recommended Career Field
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
44
OER Issues Con’t
• Part Vc. – Career Fields for Special Branches (not required)
• Part VIIa. – Number of “currently senior rated officers”
incorrect/blank
• Part VIIb. - No Part VIIb box check for MG/CPT/LT &
CW5/CW2/WO1s (expansion effective 1 Oct 04)
• Part VIId. – Missing recommended Career Field/Future
Assignments
• Required Enclosures missing with OER
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
45
OER ADMINISTRATIVE DATA -- PARTS I, II, III
SEE PRIVACY ACT STATEMENT
ON DA FORM 67-9-1
OFFICER EVALUATION REPORT
For use of this form, see AR 623-105; the proponent agency is ODCSPER
PART I - ADMINISTRATIVE DATA
a. NAME ( Last, First, Middle Initial )
c. RANK
b. SSN
g. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND
Year
i. PERIOD COVERED
FROM
THRU
Month
Month
Day
Year
e. BRANCH
d. DATE OF RANK
Year
Month
Day
f. DESIGNATED
SPECIALTIES
PMOS ( WO
h. REASON FOR SUBMISSION
j. RATED
MONTHS
k. NONRATED
CODES
l. NO. OF
ENCL
Day
m. RATED OFFICER COPY (Check one and date)
Date
1. Given to Officer
n. PSB
INITIALS
o. CMD CODEp. PSB CODE
2. Forwarded to Officer
PART II - AUTHENTICATION ( Rated officer signature verifies PART I data and RATING OFFICIALS ONLY )
a. NAME OF RATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
b. NAME OF INTERMEDIATE RATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
c. NAME OF SENIOR RATER ( Last, First, MI )
SSN
RANK
POSITION
SIGNATURE
DATE
BRANCH
SENIOR RATER TELEPHONE NUMBER
E-MAIL ADDRESS
SENIOR RATER'S ORGANIZATION
d. This is a referred report, do you wish to make comments?e. SIGNATURE OF RATED OFFICER
Yes, comments are attached
DATE
No
PART III - DUTY DESCRIPTION
b. POSITION AOC / BR
a. PRINCIPAL DUTY TITLE
c. SIGNIFICANT DUTIES AND RESPONSIBILITIES. REFER TO PART IVa, DA FORM 67- 9-1
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
46
PROFESSIONALISM - PART IV
PART IV - PERFORMANCE EVALUATION - PROFESSIONALISM ( Rater)
CHARACTER
Disposition of the leader: combination of values, attributes, and skills
a. ARMY VALUES (Comments mandatory for all "NO" entries. Use PART Vb.)
YES
affecting leader actions
NO
YES
1. HONOR: Adherence to the Army's publicly declared code of values
5. RESPECT: Promotes dignity, consideration, fairness, & EO
2. INTEGRITY: Possesses high personal moral standards; honest in word and deed
6. SELFLESS-SERVICE: Places Army priorities before self
NO
3. COURAGE: Manifests physical and moral bravery
7. DUTY: Fulfills professional, legal, and moral obligations
4. LOYALTY: Bears true faith and allegiance to the U.S. Constitution, the Army, the unit, and the soldier
b. LEADER ATTRIBUTES / SKILLS / ACTIONS:
First, mark "YES" or "NO" for each block. Second, choose a total of six that best describe the rated officer. Select one from ATTRIBUTES, two from
SKILLS(Competence), and three from ACTIONS(LEADERSHIP). Place an "X" in the appropriate numbered box with optional comments in PART Vb.
Comments are mandatory for all "NO" entries in PART Vb.
b.1. ATTRIBUTES (Select 1)
1.
Fundamental qualities and
characteristics
b.2. SKILLS (Competence)
b.3.
YES
NO
2.
Possesses desire, will, initiative, and
discipline
1.
CONCEPTUAL
YES
NO
4.
PHYSICAL
YES
NO
3.
Maintains appropriate level of physical
fitness and military bearing
2.
Demonstrates sound judgment, critical /
creative thinking, moral reasoning
(Select 2)
Skill development is part of selfdevelopment; prerequisite to action
MENTAL
INTERPERSONAL
YES
NO
EMOTIONAL
YES
NO
Displays self-control; calm under pressure
3
TECHNICAL
YES
NO
Possesses the necessary expertise to
accomplish all tasks and functions
Shows skill with people: coaching, teaching,
counseling, motivating and empowering
TACTICAL Demonstrates proficiency in required professional knowledge, judgment, and warfighting
YES
NO
YES
NO
ACTIONS (LEADERSHIP) (Select 3) Major activities leaders perform: influencing, operating, and improving
INFLUENCING
Method of reaching goals while
operating / improving
OPERATING
1.
4.
NO
2.
PLANNING
YES
NO
7.
DEVELOPING
YES
NO
Invests adequate time and effort to develop
individual subordinates as leaders
DATE:
HEIGHT :
DECISION-MAKING
YES
NO
3.
5.
EXECUTING
YES
NO
6.
BUILDING
YES
NO
Spends time and resources improving teams,
groups, and units; fosters ethical climate
ASSESSING
YES
9.
LEARNING
YES
Seeks self-improvement and organizational
growth; envisioning, adapting and leading change
YES
Part IVd. Mandatory Yes or No Box Check
for Raters of CPT, LT, CW2 and WO1 (effective
1NO
Oct 04)
QUARTERLY FOLLOW-UP COUNSELINGS CONDUCTED?
WERE DEVELOPMENTAL TASKS RECORDED ON DA FORM 67-9-1a AND
Aug 05, LTC Williams, Chief, CATD, USAMPS
NO
WEIGHT:
d. JUNIOR OFFICER DEVELOPMENT: - MANDATORY YES OR NO ENTRY FOR RATERS OF LTs AND WO1s.
DA FORM 67 - 9
NO
Uses after-action and evaluation tools to
facilitate consistent improvement
Shows tactical proficiency, meets mission
standards, and takes care of people/resources
8.
MOTIVATING
Inspires, motivates, and guides others toward
mission accomplishment
Employs sound judgment, logical reasoning
and uses resources wisely
Develops detailed, executable plans that are
feasible, acceptable, and suitable
Long-term improvement in the Army,
its people and organizations
c. APFT:
YES
Displays good oral, written, and listening skills
for individuals / groups
Short- term mission
accomplishment
IMPROVING
COMMUNICATING
NA
REPLACES DA FORM 67-8, 1 SEP 79, WHICH IS OBSOLETE, 1 OCT 97
UNCLASSIFIED
47
RATER AND INTERMEDIATE RATER EVALUATIONS PART V & VI
NAME
SSN
PERIOD COVERED
PART V - PERFORMANCE AND POTENTIAL EVALUATION (Rater)
Va
a. EVALUATE THE RATED OFFICER'S PERFORMANCE DURING THE RATING PERIOD AND HIS/HER POTENTIAL FOR PROMOTION
OUTSTANDING PERFORMANCE,
MUST PROMOTE
SATISFACTORY PERFORMANCE,
PROMOTE
UNSATISFACTORY PERFORMANCE,
DO NOT PROMOTE
OTHER
(Explain)
b. COMMENT ON SPECIFIC ASPECTS OF THE PERFORMANCE AND POTENTIAL FOR PROMOTION. REFER TO PART III, DA FORM 67-9 AND PART III a, b, AND c DA FORM 67-9-1.
Vb - RATER NARRATIVE:
Performance and Potential
(can be separated by double space)
MILPER MSG 02-220
Part Vc Optional -Unique Professional Skills/Expertise
c. IDENTIFY ANY UNIQUE PROFESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE TO THE ARMY THAT THIS OFFICER POSSESSES. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC,
ALSO INDICATE A POTENTIAL CAREER FIELD FOR FUTURE SERVICE.
Two Parts
Mandatory - must recommend a career field (CF/Br or CF/FA)
(Effective 1 JAN 99)
PART VI - INTERMEDIATE RATER
PART VI - INTERMEDIATE RATER NARRATIVE
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
48
SENIOR RATER’S PORTION - PART VII
PART VII - SENIOR RATER
a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
BEST QUALIFIED
FULLY QUALIFIED
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
ABOVE CENTER OF MASS
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
I currently senior rate______________officer(s) in this grade
DO NOT PROMOTE
OTHER(Explain below)
A completed DA Form 67-9-1 was received with this report and considered
in my evaluation and review
in
YES
NO (Explain in c)
c. COMMENT ON PERFORMANCE / POTENTIAL
“THE MOST IMPORTANT PART”
CENTER OF MASS
“E/P/C/S”
BELOW CENTER OF MASS
RETAIN
BELOW CENTER OF MASS
DO NOT RETAIN
d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
POTENTIAL CAREER FIELD FOR FUTURE SERVICE.
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
49
ANATOMY OF A GOOD
OER NARRATIVE
Line 1
SPECIFIC
Enumeration
“top 2 of 5; top 5% I’ve
seen; the best,...”
CANNOT SAY: 6+/ACOM OFFICER!!
Lines 2-3
Performance
1 to 2 “big-ticket” item(s)
Lines 4-5
Potential for
“Must select BZ; Promote to
___ now”
“Can command a ____ with
distinction today”
“Select 1st look for ____”
– Promotion
– Command
– School
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
50
E-P-C-S
• ENUMERATION
• POTENTIAL FOR:
– PROMOTION
– COMMAND
– SCHOOL
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
51
Officers Not Receiving Part VIIb Box Check
Effective 1 Oct 04
Example of Senior Rater Comments
PART VII - SENIOR RATER
16
a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
x
BEST QUALIFIED
FULLY QUALIFIED
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
ABOVE CENTER OF MASS
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
CENTER OF MASS
BELOW CENTER OF MASS
RETAIN
BELOW CENTER OF MASS
DO NOT RETAIN
I currently senior rate_______________officer(s) in this grade
DO NOT PROMOTE
OTHER
A completed DA Form 67-9-1 was received with this report and considered
in my evaluation and review
YES
NO (Explain in C)
(Explain below)
x
c. BULLET COMMENTS ON PERFORMANCE / POTENTIAL
CPT Buck is the best out of 16 Captains I senior rate. I personally selected
him from a group of carefully screened candidates to command a world
class, highly elite OPFOR rifle company. A consummate officer, CPT Buck
leads by example, is soundly grounded on tactics and shares his soldiers
sacrifices and challenges. Must select this combined arms warrior for below
the zone to Major and early to CGSC-ILE.
Senior
Rater Unit
Level
d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
POTENTIAL CAREER FIELD FOR FUTURE SERVICE.
Battalion S-3, Battalion Executive Officer, Battalion Commander
Would Serve Army Best in OPCF/11
After
HQDA
Processing
PART VII - SENIOR RATER
16
a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
x
BEST QUALIFIED
FULLY QUALIFIED
I currently senior rate_______________officer(s) in this grade
DO NOT PROMOTE
OTHER
(Explain below)
A completed DA Form 67-9-1 was received with this report and considered
in my evaluation and review
YES
NO (Explain in C)
x
c. BULLET COMMENTS ON PERFORMANCE / POTENTIAL
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
No Box Check
R: CPT BUCK, GEORGE 999999999
SR: COL SMITH 666666666
DATE: 04 08 18
CPT Buck is the best out of 16 Captains I senior rate. I personally selected
him from a group of carefully screened candidates to command a world
class, highly elite OPFOR rifle company. A consummate officer, CPT Buck
leads by example, is soundly grounded on tactics and shares his soldiers
sacrifices and challenges. Must select this combined arms warrior for below
the zone to Major and send early to CGSC-ILE.
d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
POTENTIAL CAREER FIELD FOR FUTURE SERVICE.
Aug 05, LTC Williams, Chief, CATD, USAMPS
Battalion S3, Battalion Executive Officer, Battalion Commander
Would Serve Army Best in OPCF/11
UNCLASSIFIED
52
MANAGED PROFILE TECHNIQUE
• For eligible Officers and Warrant Officers Senior
Rater checks one box
• DA Label: reflects box check or a comparison of the
box check to profile (if top box check)
• Top rating dependent on profile
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
ABOVE CENTER OF MASS
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
ACOM or COM or BCOM
CENTER OF MASS
RO: COL BUCK, GEORGE 999999999
SR: LTG SMITH 666666666
BELOW CENTER OF MASS
RETAIN
DATE: 98 07 18
TOTAL RATINGS: 20
RATINGS THIS OFFICER : 2
BELOW CENTER OF MASS
DO NOT RETAIN
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
53
MANAGED PROFILE TECHNIQUE
SENIOR RATER BOX CHECK
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
ABOVE CENTER OF MASS
RULE #1
LABEL
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
CENTER OF MASS
x
CENTER OF MASS
RO: COL BUCK, GEORGE 999999999
SR: LTG SMITH 666666666
BELOW CENTER OF MASS
RETAIN
DATE: 98 07 18
TOTAL RATINGS: 20
BELOW CENTER OF MASS
DO NOT RETAIN
RATINGS THIS OFFICER : 2
Regardless of profile
SENIOR RATER BOX CHECK
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
ABOVE CENTER OF MASS
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
RULE #2
CENTER OF MASS
LABEL
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
BELOW CENTER OF MASS
RETAIN
RO: COL BUCK, GEORGE 999999999
x
BELOW CENTER OF MASS
RETAIN
SR: LTG SMITH 666666666
DATE: 98 07 18
TOTAL RATINGS: 20
BELOW CENTER OF MASS
DO NOT RETAIN
Aug 05, LTC Williams, Chief, CATD, USAMPS
RATINGS THIS OFFICER : 2
UNCLASSIFIED
54
Managed Profile
Top block check gets ONE of two labels...
Process at DA
PROFILE IS
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
3 17 0 0
20
TOTAL
b. POTENTIAL COMPARED WITH OFFICERS SENIOR
RATED IN SAME GRADE (OVERPRINTED BY DA)
x
ABOVE CENTER OF MASS
RO: COL BUCK, GEORGE 999999999
SR: LTG SMITH 666666666
DATE: 96 07 18
ABOVE CENTER OF MASS
TOTAL RATINGS: 20
(Less than 50% in top box; Center of
Mass if 50% or more in top box)
RATINGS THIS OFFICER : 2
CENTER OF MASS
BELOW CENTER OF MASS
RETAIN
BELOW CENTER OF MASS
DO NOT RETAIN
CENTER OF MASS
PROFILE IS
RO: COL BUCK, GEORGE 999999999
SR: LTG SMITH 666666666
10 10 0 0
20
DATE: 96 07 18
TOTAL RATINGS: 20
RATINGS THIS OFFICER : 2
TOTAL
Aug 05, LTC Williams, Chief, CATD, USAMPS
- Top block check labeled
"above center of mass"
when...
- profile is less than 50%
in top block
- Board sees only label and
narrative
RULE # 4
HQDA COMPARISON OF THE SENIOR
RATER'S PROFILE AND BOX CHECK AT
THE TIME THIS REPORT PROCESSED
Process at DA
RULE # 3
UNCLASSIFIED
- Top block check labeled
"center of mass" when...
- profile is equal to or more
than 50% in top block
- Board sees only label and
narrative
55
MANAGED PROFILE
REINFORCING RULES
• First, single top box at a given grade will generate
ACOM label at DA, regardless of profile
(of the first four OERS by grade, any one, but only
one, can be ACOM)
• Can’t mention box check, in the narrative
• Can only restart in a grade with your SR’s
permission after 3 reports in that grade have been
processed at DA
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
56
SMALL POPULATION / SMALL PROFILE
SELECTION BOARD INSTRUCTIONS:
(1) Check Box in VIIa - same grade in population
(3 OR LESS = Small Population)
(2) Check DA label: “Total Ratings” & “Ratings this Officer”
(5 or less = immature profile)
(3)
Focus on “Narrative”- VIIc
PART VII - SENIOR RATER
1
a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
x
FULLY QUALIFIED
BEST QUALIFIED
I currently senior rate_______________officer(s) in this grade
DO NOT PROMOTE
OTHER
(Explain below)
A completed DA Form 67-9-1 was received with this report and considered
in my evaluation and review
x
YES
NO (Explain in C)
c. NARRATIVE COMMENTS ON PERFORMANCE / POTENTIAL
HQDA COMPARISON OF THE
SENIOR RATER’S PROFILE
AND BOX CHECK AT THE TIME
THIS REPORT PROCESSED
CW3 Buck is the most outstanding warrant officer I have ever served
with. He has earned the respect and trust of every commander in the
brigade. Particularly noteworthy was his contribution to the warfighting
ability of the battalion and brigade by keeping the M2 Bradley Fighting
Vehicles operationally ready. His fellow technicians acknowledge him as
the best technician in the division. He is a soldier and leader first, and
maintains those skills at a level that equals his technical acumen. CW3
Buck has the ability to meet any challenge. Promote below the zone to
CW4. A future CW5.
CENTER OF MASS
RO: CW3 BUCK, GEORGE
SR: LTC SMITH
999999999
666666666
DATE: 98 07 18
d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A POTENTIAL
CAREER FIELD FOR FUTURE SERVICE.
TOTAL RATINGS:
1
RATINGS THIS OFFICER: 1
DIV Maintenance Officer, TRADOC Instructor, CASCOM Doctrine writer
Would best serve Army in OPCF/11
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
57
Contract With the Senior Rater
OPPORTUNITY
TO GIVE BEST OFFICERS TOP RATINGS
CONFIDENCE
THAT OTHER SENIOR RATERS CAN’T INFLATE
KNOWLEDGE
-THAT MAJORITY OF ALL RATINGS = CENTER OF MASS
-THAT EVALUATION SYSTEM SERVES BOTH SELECTION
PROCESS AND LEADER DEVELOPMENT
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
58
Senior Rater Profile Report
DA FORM 67-9-2 (effective 1 Oct 04)
SENIOR RATER PROFILE REPORT
OFFICER EVALUATION REPORTING SYSTEM
FOR USE OF THIS FORM, SEE AR 623-105; PROPONENT AGENCY IS ODCSPER
A. NAME
B. SSN
C. RANK
CURRENT OER PROFILE
ACOM
COM
BCOM
COM
RETAIN
BCOM
DO NOT
RETAIN
D. DATE OF REPORT
PROFILE HISTORY
Total
Total
1st Block
Ratings
Ratings
COM
% Total
You have 3 separate Profiles
based on promotion system:
(1) Active; (2) USAR; (3) ARNG
1st Block
MG
Active duty profile: HRC-Alexandria
(703) 325-9660; DSN 221-9660
email: tapcmse@hoffman.army.mil
Online: www.hrc.army.mil (HRC-Alexandria)
BG
COL
LTC
MAJ
CPT
Do Not Receive block VIIb. Box Check
1LT
Do Not Receive block VIIb. Box Check
2LT
Do Not Receive block VIIb. Box Check
CW5
CW4
CW3
CW2
Do Not Receive block VIIb. Box Check
WO1
Do Not Receive block VIIb. Box Check
Reserve profile: HRC-St. Louis
(314) 592-0679; DSN 892-0679
Email: mary.lewis@arpstl.army.mil
Online: www.hrc.army.mil (HRC-St Louis)
Guard profile: National Guard Bureau
(703) 607-7111; DSN 327-7111
Email: clyde.rebeiro@ngb.army.mil
Online: gko.ngb.army.mil
DA FORM 67-9-2 1 OCT 97
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
59
SUMMARY
• OPMS OVERVIEW
• OPMS TRENDS AND STATS
• THE OER
– OVERVIEW
– THE DETAILS
• EVALUATION
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
60
OFFICER PERSONNEL
MANAGEMENT SYSTEM
(OPMS)
LTC Williams, Chief, CATD
Aug 05, LTC Williams, Chief, CATD, USAMPS
UNCLASSIFIED
61