NCOER TIPS FOR
LEADERS
AR 623-3 / DA PAM 623-3
SSG GROTE / SGT BENN
1
WHY DO WE DO IT?????
To assess and advise NCOs on their performance
To guide and mentor NCOs for success in their career
The book answer:
Army evaluation reports are assessments on how well
the rated Soldier met duty requirements and adhered to
the professional standards of the noncommissioned
officer corps.
The bottom line:
We take care of our own…..
2
NEW REG, NEW RULE, SAME
SOLDIERS
• Revised form: 2166-8 has changed; The format was
enhanced to ease the complete process
• Rating period: The rating period for all NCO’s is now by
YYYYMMDD not just month and year as it was in the past
• NO MILITARY FLIP: The policy has changed to make the
front and back of the 2166-8 the same….no more flip
Various other changes are listed in both the reg and the DA
PAM (see AR 623-3 and DA Pam 623-3)
3
ROLE OF THE RATER
• Address strongest Values (in Part IVa) with substantive comments
• Clearly articulate failures (‘NO’ entries) - avoid vague comments
• Paint clear and accurate portrait of rated NCO
• Reflect significant accomplishments during rating period on report
• Render fair, accurate and unbiased reports
AMONG THE BEST = absolute top performers
FULLY CAPABLE = good performers but less than the best
MARGINAL = failed one or more standards
PLAN AHEAD
Know your subordinates
Foster atmosphere for success
4
ROLE OF THE SENIOR RATER
“1” = cream of the crop
“2” = a solid soldier
“3” = good performance
“4” = weak performer
“5” = poor performer
promote immediately
strong recommendation for promotion
promote if allocations allow
do not promote
consider for QMP
Be on same sheet of music as rater throughout rating period
resolve differences early on to avoid discrepancies on NCOER
It is the senior rater’s responsibility to
ensure that bullets regarding schools
and assignments are in order with the
soldier’s performance and
over-all potential
5
ROLE OF THE REVIEWER
Overall caretaker of system
* Reviews reports to ensure consistency, accuracy, and fairness
* Resolves discrepancies between rater and senior rater
* If discrepancy can't be resolved after discussing with both rating
officials, then reviewer nonconcurs and attaches memorandum
* If rater and senior rater agree on evaluation but reviewer does
not, then reviewer ‘may’ nonconcur but must clearly articulate
reason for non-concurrence IN MEMORANDUM FORMAT
The Army trusts the rater and senior rater to be fair and accurate
in rendering reports - reviewer’s role is not to provide a 3rd
evaluation so………..DON’T DO IT!!!
6
NCOER BULLET COMMENTS
*** SHORT AND SWEET***
IAW AR 623-3, Chapter
•
Be short, concise, to the point. Bullets will not be longer than two lines,
preferably one; and no more than one bullet to a line.
•
Start with action words (verbs) or possessive pronouns (his or her); Personal
pronouns he or she may be used; should use 'past' tense when addressing
NCO's performance and/or contributions.
•
Be double-spaced between bullets
•
Be preceded by a small letter 'o' to designate the start of the comment. Each
bullet comment must start with a small letter unless it's a proper noun that is
usually capitalized.
•
A specific example can be used only once; therefore, the rater must decide
under which responsibility the bullet fits best (or is most applicable).
7
OVERALL PERFORMANCE
***BE FAIR TO YOUR SOLDIERS***
-- too many NCOERs have ‘unjustified’ excellence marks - if there are
no quantifiable accomplishments then the board considers it only a
‘successful’ rating.
-- too many NCOs are receiving ‘Among the Best’ ratings by the rater -boards have difficulty determining rater’s intent.
-- too many senior raters do not address potential in their bullets -- tell
the board who they should promote, the type of assignments best suitable
for the rated NCO, and the schooling the NCO should attend.
8
THE PMOS IS “O”,
NOT A ZERO
EX…31B3O
Brackets are ONLY
for FROCKED NCO’s
S-1 WILL
COMPLETE
ONLY THE
ADMIN
PORTION
STATUS:
AC, AGR, or TPU
Sample
NCO-ER
(page 1)
9
Lead off
with your
strongest
bullet
S/R focus on
promotion,
schools,
assignments
Sample
NCO-ER
(page 2)
10
EVALUATION TIPS
•
Ensure counseling is happening
– Spot Check Rater’s checklist/record
•
Best NCO receives 2 or 3 Excellence bullets, not 5-0 or 4-1 (success in PT)
•
Justify Excellence Bullets - Tell the story …but DON’T OVER DO IT!!
•
Validate a SUCCESS with a bullett comment, NEVER leave it blank
•
Ensure Junior Officers and NCOs know system
•
Create Excellence Opportunities - Tell NCOs how to achieve excellence
•
NCOER Quality Control - suggest using CSM
11
PROMOTION BOARD
INTERPRETATION OF EVALUATION
EXCELLENCE: Exceeds Standards; demonstrated by
specific examples and measurable results; special and
unusual - achieved by only a few; clearly better than peers
SUCCESS: Meets all standards; majority of ratings in this
category; NCO is fully competitive for promotion and
schooling
NEEDS IMPROVEMENT: NCO missed meeting some
standards
Panel members are briefed to carefully review bullets to confirm that each bullet
comment justifies the rating in the checked box
12
RATING CHAIN
NCO rating chains. These will consist of the rated NCO, the
rater, the senior rater, and the reviewer. The reviewer will
be a commissioned officer, warrant officer, CSM, or
sergeant major (SGM) in the direct line of supervision and
senior in pay grade or date of rank to the senior rater.
Our rating chain has changed. Please review and
INITIAL the roster stating that you have received a
copy of the sheet. If you have questions, please address
them to the CSM.
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COUNSELING CHECKLIST
IAW AR 623-3, Chapter 1-8(e)
Counseling will be conducted within 30 days after the beginning
of the rating period and quarterly thereafter.
It develops a duty description for the Soldier and major
performance objectives to accomplish during the rating period. It
will also be used to guide the rated leader's performance during
the early part of the rating period.
Furthermore…………
It is a BN requirement that the checklist is attached to
the evaluation before we can complete the
process………
14
Questions????
Please remember that the S-1 is here to
ASSIST you in preparing the NCOER…not
to rate your soldiers
15