Creating a Counseling form/NCOER (DA 2166- 8-1) using MYFORMS
Noncommissioned Officer Evaluation Report (NCOER) Counseling
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Transcript of Noncommissioned Officer Evaluation Report (NCOER) Counseling
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Noncommissioned Officer Evaluation Report
(NCOER) Counseling
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Purpose of NCOER Face-to-Face Counseling
• Improve or maintain performance and professionally develop the rated NCO
• Develop and communicate performance standards to the rated NCO at beginning of rating period
• Provide feedback regarding progress in meeting goals throughout rating period– Do not dwell on past; consider how to
improve futureBest counseling is always FORWARD LOOKING
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Counseling Rules
• Face-to-face counseling mandatory• DA Form 2166-8-1 mandatory for CPL
thru CSM• Initial counseling within 30 days of
rating period• Later counseling sessions conducted
quarterly• Duty description as means to
evaluate
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Subordinate-Centered (2-Way) Communication is Critical
• Subordinates assume an active role in the counseling session and maintain responsibility for their actions
• Following skills assist leaders in subordinate-centered counseling:– Active Listening– Responding– Questioning
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Leader Acts as a Counselor
• Leaders have a responsibility to develop subordinates
• During counseling, leader acts primarily as a helper, not a judge
• Following qualities help leader to assume effective role during counseling:– Respect for subordinates– Self and Cultural Awareness– Credibility
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Basic Counseling Steps
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Preparation for Counseling
1. Schedule and notify Soldier2. Prepare duty description3. Update rating chain4. Prepare working copy of NCOER5. Familiarize yourself with values/
responsibilities6. Relate them to duty position7. Determine success requirements8. Prepare notes for counseling9. Review counseling tips in FM 6-22
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NCO Counseling ChecklistDA Form 2166-8-1
• Contains instructions/guidance for preparing and conducting counseling sessions and for writing duty descriptions
• Provides sample bullets• Summarizes the counseling session• Serves as a record of counseling
Improves performance counseling by providing structure and discipline to the process
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NCOER
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The NCOER System
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Rating Chain Provides Best Performance & Potential Evaluation
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NCOER Roles Assigned ThroughRating Schemes
• Lists the rating officials of each NCO assigned/ attached to a unit
• Commander’s responsibilities:– publishing, updating, and posting
rating schemes– ensuring rating schemes mirror the
chain of command/ supervisionRated NCO Rater Senior Rater Reviewer
Platoon SGT Platoon Leader Commander BN Commander SFC Posey 2LT Tan CPT Lilly LTC Paisley971124 971222 970511 970326
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Types of Reports
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Types of Reports(continued)
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Rating Chain Qualifications
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Rater Responsibilities• Counsel rated NCO on duty performance
and professional development monthly/events (EXEVAL, CALFEX, etc). Army standard is quarterly
• Prepare DA Form 2166-8-1 for each rating period
• Assess performance of rated NCO & document on checklist and working copy of NCOER
• Prepare a fair, correct report• Enter his/her signature in Part IIa (NCOER)
Evaluates focusing on performance and performance counseling
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Rater Tips
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NCOER: Parts I, II, and IIIPeer Review & Feedback
Use Sample NCOER & NCOER Preparation Guide as references
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NCOER: Part IV
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Small Group ActivityCounseling Role-Play
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Activity: First Counseling Session
• Ensure NCO knows rating chain• Discuss duty description• Discuss values / responsibilities• Discuss standards for success• Give specific examples of excellence• Allow NCO to make suggestions or ask
questions• Record key points and obtain NCO
initials
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Activity: Later Counseling Sessions
Update duty description Discuss what he/she did well and could
do better Record key points discussed Update checklist and working copy
NCOER Obtain NCO initials
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In-Class ActivityNCOER Part IV
• Scenario:It is time to rate your platoon sergeant for whom you’ve completed Parts I-III of the NCOER. He/She is by far the best NCO in the unit. He/she excels in nearly all values and responsibilities. His/Her overall performance and potential is very high. Complete Part IV of his/her NCOER form, rating accordingly.TIME LIMIT: 10 minutes
• In pairs, review partner’s work and briefly share feedback
Use Sample NCOER and NCOER Preparation Guide for reference
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NCOER: Part V
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Senior Rater Responsibilities Become familiar with rated NCO’s performance Prepare a fair, correct report Enter his/her signature in Part IIb (NCOER) Obtain the rated NCO’s signature in Part IIe
(NCOER) Explain absence of counseling statements Ensure bullet comments support ratings Enter appropriate statement in Part Ve when
rater does not meet qualifications Do not direct rater to change an evaluation
that he/she believes to be honest
Evaluates potential, overviews performance evaluation, and mentors
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Senior Rater Tips• Check early to ensure rater is counseling and has
a checklist• Must address potential—promotion, schools,
assignment– Include recommendations for future
• Be on same sheet of music as rater throughout period—resolve differences early
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In-Class ActivityPart V
• Assuming same scenario, complete Part V for your imaginary platoon sergeant
• In pairs, review partner’s work and briefly share feedback
Use Sample NCOER and NCOER Preparation Guide for reference
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Reviewer Responsibilities Ensure proper rating chain completes the
report Ensure rater and SR evaluations are clear,
consistent, and fair Ensure bullets support ratings Indicate agreement/disagreement with
rater and senior rater Sign Part IId (NCOER) Sign Parts IIa and b when also serving as
rater and SR
Provides rating safeguard and overwatch
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Class Discussion
Assisting a soldier to resolve his/her problems ... contributes
to good unit morale. This, in turn, assists you in
accomplishing your mission.