2 GUARDIAN EAGLES NCOER 3 GUARDIAN EAGLES Purpose of DA 2166-8-1 DA Form 2166-8-1 is mandatory for...

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GUARDIAN EAGLES

NCOER

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GUARDIAN EAGLES

Purpose of DA 2166-8-1• DA Form 2166-8-1 is mandatory for CPL thru CSM.

• It is a working copy of an NCOER

• It is the initial counseling given to an NCO within 30 days of rating period.

• 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

• Later counseling sessions conducted quarterly.

• Duty description as means to evaluate.

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Purpose of NCOER

• Deigned to improve or maintain performance and professionally develop the rated NCO

• Suppose to develop and communicate performance standards to the rated NCO at beginning of rating period

• Provide feedback oh how to progress in meeting goals throughout rating period

• Also provides evaluation information to ensure that sound personnel management decisions can be made and that an NCO's potential can be fully developed

• Do not dwell on past; consider how to improve your future

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Rating Chain Consists of

• Rater which is your immediate supervisor for 90 days

• Senior Rater who is the direct line of supervision for at least two rated months

• Reviewer who is usually an Officer, WO, E-9)

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Rater Responsibilities

• Counsel rated NCO

• Prepare a DA Form 2166-8-1 for each rating period

• Assess the performance of rated NCO

• Prepare a fair and correct report

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SampleNCO-ER(page 1)

YYYY MM YYYY MM 20022001

NCO EVALUATION REPORT For use of this form, see AR 623-205; the proponent agency is ODCSPER

o. PSB CODE

PART II - AUTHENTICATION

b. DUTY MOSC

e.

Bullet comments

o honesty and integrity above reproach

o one of the most highly respected NCOs in the Brigade

o committed to excellence and gets the mission done on time

NONCONCUR WITH RATER AND/OR SENIOR RATER EVAL (See attached comments)

g. REASON FOR SUBMISSION

f. COUNSELING DATES

FROM

h. PERIOD COVERED

f. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND

a. NAME (Last, First, Middle Initial)

PART I - ADMINISTRATIVE DATA

CONCUR WITH RATER AND SENIOR RATER EVALUATIONS

LATER LATER LATER INITIAL

b. NAME OF SENIOR RATER (Last, First, Middle Initial)

j. NON- RATED CODES

SSN

SEE PRIVACY ACT STATEMENTIN AR 623-205, APPENDIX C.

b. SSN c. RANK d. DATE OF RANK e. PMOSC

i. RATED MONTHS

k. NO. OF ENCL

l. RATED NCO COPY (Check one and Date)

THRU

1. Given to NCO

2. Forwarded to NCO

Date

m. PSC Initials

a. NAME OF RATER (Last, First, Middle Initial) SSN

c. RATED NCO: I understand my signature does not constitute agreement or disagreement with the evaluations of the rater and senior rater. I furtherunderstand my signature verifies that the administrative data in Part I, the rating officials in Part II, the duty description to include the counseling datesin Part III, and the APFT and height/weight entries in Part IVc are correct. I have seen the report completed through Part V, except Parts IId and IIe. Iam aware of the appeals process of AR 623-205.

d. NAME OF REVIEWER (Last, First, Middle Initial) SSN

RANK, PMOSC/BRANCH, ORGANIZATION, DUTY ASSIGNMENT


PART III - DUTY DESCRIPTION (Rater)


a. PRINCIPAL DUTY TITLE

c. DAILY DUTIES AND SCOPE (To include, as appropriate, people, equipment, facilities and dollars)

Oversees the day-to-day operations of the Brigade Personnel Administration Center; responsible for equipmentvalued in excess of $800K; provides direct supervision to three NCOs and six junior soldiers; responsible forthe training, development, counseling, and mentoring of subordinates; provides technical advice and guidance tosubordinates and customers; ensures the prompt and accurate processing of officer and enlisted evaluationreports, personnel actions and finance actions and reviews correspondence for completeness.d. AREAS OF SPECIAL EMPHASIS NCO-ER timeliness and accuracy

e. APPOINTED DUTIES Hand Receipt Holder

PART IV - ARMY VALUES/ATTRIBUTES/SKILLS/ACTIONS (Rater)

a. ARMY VALUES. Check either "YES" or "NO". Comments are mandatory for "No" entries; optional for "Yes" entries.) YES NO

VA

LU

ES

1. LOYALTY: Bears true faith and allegiance to the U. S. Constitutiion, the Army, the unit, and other soldiers. 2. DUTY: Fulfills their obligations. 3. RESPECT/EO/EEO: Treats people as they should be treated. 4. SELFLESS-SERVICE: Puts the welfare of the nation, the Army, and subordinates before their own. 5. HONOR: Lives up to all the Army values. 6. INTEGRITY: Does what is right - legally and morally. 7. PERSONAL COURAGE: Faces fear, danger, or adversity (physical and moral).

DA FORM 2166-8, OCT 2001 REPLACES DA FORM 2166-7,SEP 87, WHICH IS OBSOLETE

CROCODILE, ANDREW L.

HHC, 2d Battalion, 35th Signal Brigade, Fort Bragg, NC 28305 XVIII Airborne Corps 02

CRACKLE, JIMMY D. 001001 71L3OF5OO

ANNUAL

11 Q

111-22-3333

03 02

000-11-2222 SSG

MEDDLER, BOBBY D.

SFC, 75H4O, Headquarters 35th Signal Brigade NCOIC, Brigade S-1

011228011022010715010404

222-33-4444

CPT, SC, Headquarters 35th Signal Brigade Brigade S-1

SEEME, DARYL V. 444-55-6688

MAJ, SC, Headquarters 35th Signal Brigade Executive Officer

Personnel Sergeant 75H3O

n. CMD CODE

U2

+ +

+

EU03

SIGNATURE

DATE

SIGNATURE

DATE

SIGNATURE DATE

SIGNATURE

DATE

LoyaltyDuty

RespectSelfless-Service

HonorIntegrity

Personal Courage

USAPA V1.00

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PREPARING A

DA FORM

2166-8

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Part 1- Administrative Data

Line Ia (Name): Enter rated NCO's name (LAST, FIRST, MI) ALL CAPS. Line Ib (SSN): Enter rated NCO's SSN (9 digit XXX-XX-XXX).Line Ic ( Rank): Enter the three-letter abbreviation for the NCO's military rank, not pay grade (for example, SSG, SFC).

If the rated NCO is frocked to 1SG, SGM, or CSM, enter the rank, date of rank, and PMOSC held prior to the frocking action. In addition to the NCO's rank in Part Ic, enter the appropriate frocked rank in parentheses immediately following the rank entry. The entries are SFC (1SG), MSG(SGM), or MSG(CSM).

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Part I – Administrative Data

Line Id (Date of Rank): Enter the rated NCO's date of rank (YYYYMMDD). If the rated NCO is frocked enter the date of rank for the rank held prior to the frocking action. Line Ie (PMOSC): Enter up to nine digits of the primary military occupational specialty (MOS) code (for example, 19E30, 42A5MA3, and 18Z5PW9LA). If an NCO does not possess an additional skill identifier or language identifier, only a five digit MOS is entered. An alpha or numeric entry may be used to denote the last digit of the skill level (0 or O).

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Part I – Administrative Data

Line f1: Enter Unit, Org., Station, Zip Code, or APO and USAR

Line f2(Status Code): Enter data in the order listed on the form (for example, HHC, 1st Eng Bn, Fort Riley, KS 66442 (USAR Status Code)).

When an NCOER is completed on an NCO at a temporary duty/special duty (TDY/SD/TCS), the TDY/SD unit information may be entered in parentheses in Part If after the required parent unit data if space permits. If not, the TDY/SD/TCS unit data may be reflected in Part IIIc.

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Part I - Administrative

Line Ig ( Reason for Submission): Enter the appropriate report code in the left-hand portion of the block and the type of report title in the right-hand portion of block. Line Ih ( Period Covered): Enter the beginning date in the boxes, using a four-digit numerical identifier for year and a two-digit numerical identifier for month and two digit identifier for the day (for example, 20010903). Enter the Thru date which is the end date of the event causing the report (YYYYMMDD).

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Reason for SubmissionLine Ig: 02 Annual report 03 Change of Rater

Rater or rated NCO is reassigned Rater or rated NCO depart on extended TDY or SD Rater or rated NCO is released from AD Rated NCO is reduced to CPL Rater dies or is relieved

05 Relief for Cause Used when an NCO is relieved based on personal or professional characteristics Reason for relief will be stated on the report. Rated NCO must be notified. Minimum rating period is 30 days.

06 Depart Temporary Duty, Temporary Change of Station, 09 Complete the Record Rater submits a COR for NCO’s who are eligible for consideration by DA Centralized Boards for: Promotion

School CSM selection Mandatory conditions the rated NCO must meet are: Be in the zone of consideration Have been under the same rater for six months Not have received a report for the same position

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Period Covered

• Line Ih : An NCO's first report period begins on the effective date of promotion to sergeant

• The rated NCO has to serve in the same position under the same rater who is writing the report

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Rated Months

• Line Ii (Rated Months): Number of Months. The number of rated months is computed by dividing the basic rating period by 30. Do not use the "Period Covered" by the report, subtract all nonrated time. If 15 or more days are left after dividing by 30, they will be counted as a whole month. (For example, 130 days is 4 months and 10 days and is entered as 4 months; 140 days is 4 months and 20 days and is entered as 5 months.)

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Non-Rated Code/Enclosures

Line Ij (Non Rated Codes): Enter the appropriate non rated codes. If there were no non-rated periods, leave blank. Entries in Parts Ij are not required for IMA Soldiers not on active duty.

Line Ik (Number of Enclosures): Enter number of enclosures. If there are no enclosures, enter 0.

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Reason for Non Rated Time A AWOL/Desertion/unsatisfactory participant based on AR 135–91C Confinement in military or civilian detention facilityD Temporary disability retirement list (TDRL)E Leave in excess of 30 daysF Under arrestI In transit between duty stations, including leave, permissive (PTDY), and temporary duty (TDY )M Missing in ActionP Patient (including convalescent leave)Q Lack of rater qualificationS Student at military or civilian schoolT On TDY/Special Duty (SD)/Temporary Change of Station (TCS) l less than 90 calendar daysW Prisoner of War

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Email Addresses/UIC/CC/PSB Codes

Line Il ( Rated Nco’s Email Address): Rated NCO's AKO e-mail address.

Line Im (UIC): Unit Identification Code (UIC) Enter the rated NCO's 6 character UIC beginning with “W”.

Line In (Command Code): Enter rated NCO's Command Code (Two digits). Do not use “CC” (Command Code) in this field.

Part Io (Personnel Service Battalion Code PSB) : Enter four character alphanumeric PSB code of the rated NCO's servicing Administrative Office.

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PART II

AUTHENTICATION

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Part II- Authentication

Rater IIa: Enter Rater information:

LAST, FIRST, MI, SUFFIX - ALL CAPS

SSN (9 digit XXX-XX-XXX)

Digital Signature is the authorized method unless deployed

Rank, PMOS, Branch, Organization,

Duty Assignment and email address

Enter Rater’s AKO Email Address.

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Rater IIb: Enter Senior Rater information:



Digital Signature is the authorized method unless deployed Rank, PMOS, Branch, Organization,



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Line IIc: Enter Reviewer information:



Digital Signature is the authorized method unless deployed

Rank, PMOS, Branch, Organization,



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• Ensure rating officials are accurate and IAW AR 623-205

• The reviewer's signature and date cannot be before the rater or senior rater.

• The senior rater's signature and date cannot be before the rater's.

• The rated Soldier may not sign or date the report before the rater, senior rater, or reviewer.

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PART III

DUTY DESCRIPTION

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Part III- Principal Duty Title

Part IIIb (Duty MOSC): Enter the enlisted DMOS (at least five characters but no more than nine).

Part IIIa (Principle Duty Title): Verify duty title and description is an accurate portrayal of NCO’s most significant duties and responsibilities

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GUARDIAN EAGLES

Part III- Daily Duties and Scope

Part IIIc (Daily Duties and Scopes): Enter a series of phrases, starting with action words and separated by semicolons and ending in a period

•You want to address the most important routine duties and responsibilities

•Include the number of people supervised, equipment, facilities, and dollars involved and any other routine duties and responsibilities critical to mission accomplishment

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Part III- Areas of Special Emphasis

Part IIId (Areas of Special Emphasis): Enter areas of special emphasis

• Include a list of tasks/duties separated by semicolons and ending with a period

ex: command maintenance; physical fitness; location inventory

If you list any special duties, ensure you but a bullet for that duty

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Part III- Appointed Duties

Part IIIe (Appointed Duties): These are duties that are not normally included

in the duty description

• Ex: Chief or Firing Battery; Readiness NCO; Airborne Operations NCO

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Part III- Counseling Dates

• Part: IIIf (Counseling Dates): Enter the actual dates of the initial counseling obtained from the DA Form 2166-8-1 (YYYYMMDD).

Enter: Enter the actual dates of the later quarterly counseling's * DO NOT FUDGE DATES

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Part IV- Army Values/Attributes

• Bullet comments must 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.

• Mandatory specific bullet comments are required for all 'no' entries

• There must be double-spaces between bullets.

o the NCO is short, concise, but to the point

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Part IV

VALUES

NCO RESPONSIBILITIES

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SampleNCO-ER(page 2)

TIPS:

--S/R focus onpromotion,

schools,assignments

--Lead offwith yourstrongest

excellence bullet

(Exceeds std)

a. RATER. Overall potential for promotion and/or service inpositions of greater responsibility.

RATED NCO'S NAME (Last, First, Middle Initial)

e. SENIOR RATER BULLET COMMENTS

EXCELLENCE

EXCELLENCE

b. COMPETENCE o Duty proficiency; MOS competency o Technical & tactical; knowledge, skills, and abilities o Sound judgment o Seeking self-improvement; always learning o Accomplishing tasks to the fullest capacity;

SUCCESS

b. RATER. List 3 positions in which the rated NCO could best serve the Army at his/her current or next higher grade.

d. SENIOR RATER. Overall potential for promotion and/or service in positions of greater responsibility.

THRU DATE

c. PHYSICAL FITNESS & MILITARY BEARING o Mental and physical toughness o Endurance and stamina to go the distance o Displaying confidence and enthusiasm;

d. LEADERSHIP o Mission first o Genuine concern for soldiers o Instilling the spirit to achieve and win o Setting the example; Be, Know, Do

SSN

PART IV (Rater) - VALUES/NCO RESPONSIBILITIES

APFT

e. TRAINING o Individual and team o Mission focused; performance oriented o Teaching soldiers how; common tasks,

o Sharing knowledge and experience to fight,

f. RESPONSIBILITY & ACCOUNTABILITY o Care and maintenance of equipment/facilities o Soldier and equipment safety o Conservation of supplies and funds o Encouraging soldiers to learn and grow o Responsible for good, bad, right & wrong

PART V - OVERALL PERFORMANCE AND POTENTIAL

Specific Bullet examples of "EXCELLENCE" or "NEEDS IMPROVEMENT" are mandatory. Specific Bullet examples of "SUCCESS" are optional.

c. SENIOR RATER. Overall performance

HEIGHT/WEIGHT

(Exceeds std) (Meets std) (Some) (Much)

Superior4

Fair 5

PoorSuccessful4

Fair 5

Poor

(Meets std) (Some) (Much)




NEEDS IMPROVEMENT EXCELLENCE SUCCESS

NEEDS IMPROVEMENTSUCCESS



MARGINAL

NEEDS IMPROVEMENT

1 2 31 2 3

committed to excellence

survive and win

duty-related skills

looks like a soldier

+ +

+

CRACKLE, JIMMY D. 000-11-2222 2002 02

o meticulous monitoring of NCO-ERs resulted in zero late reports and99.6% accuracy rate over a six month period

o expertly handled in excess of 2400 personnel actions during thisrating period and ensured prompt processing

o provided superb personnel service support to over 1900 soldiersassigned to the brigade

PASS 0110 69/163 YESo awarded the physical fitness badge for two consecutive APFTs

o routinely worked in excess of 60 hours per week and maintained highmorale and enthusiasm

o mentored two soldiers to win Brigade Soldier of the Quarter honors

o motivated and coached a previously substandard soldier tosuccessfully pass the APFT and meet the weight standards

o ensured soldiers were regularly counseled and earned their trust andconfidence as a caring, compassionate leader

o personally planned and executed annual common task training andtesting for all soldiers assigned to the brigade headquarters

o outstanding training efforts resulted in 98.7% first-time 'GO' rate onthe CTT within the headquarters

o constantly trained soldiers on daily tasks and responsibilities, refusedto settle for mediocrity

o maintained accountability of office and automation equipment valuedin excess of $800K with zero loss or damage

o completely reorganized office area to better utilize allocated spaceand removed excess to create more professional office atmosphere

o kept track of soldiers and always knew where they were

Service School InstructorPersonnel SupervisorProtocol NCO

o select in the secondary zone for promotion to Sergeant First Class

o out-performs most Master Sergeants

o unquestionably the best Staff Sergeant I have ever rated or seniorrated

o an all-around superb performance by a top-notch NCO

o assign to tough, challenging assignments - he will excel

AMONG THEBEST

FULLYCAPABLE

USAPA V1.00DA FORM 2166-8, OCT 2001

jimmy.crackle@

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GUARDIAN EAGLES

When Writing an NCOER You want • Place strongest bullet up front

• The rater will write the NCOER not the rated NCO

• Bullet comments should be past tense for contributions/achievements and present tense for values

• Use action words and avoid using personal pronouns and names

• Bullets should be clear and concise, avoid vague comments

• Paint clear and accurate portrait of rated NCO

• Reflect significant accomplishments during rating period on report

• Bullet comments should justify the rating in the checked box

• *** DO NOT FUDGE BULLETS. NCO’s GET WHAT THEY DESERVE***

• AMONG THE BEST = absolute top performers• FULLY CAPABLE = good performers but less than the best• MARGINAL = failed one or more standards• Render fair, accurate and unbiased reports

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• EXCELLENCE: Exceeds Standards; demonstrated by specific examples and measurable results; special and unusual - achieved by only a few; clearly better than peers ex: Received physical fitness badge Qualified entire squad as expert with M-16 • SUCCESS: Meets all standards; NCO is fully competitive for promotion and schooling ex: Established comprehensive cross-training program for his section Shares experiences readily, constantly teach Soldiers

• NEEDS IMPROVEMENT: NCO missed meeting some standards ex: Was often unaware of whereabouts of subordinates Unprepared to conduct formal training on three occasions.

Interpretation of Ratings

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Part IV- Competence

• Talk about duty proficiency and MOS competency

• You can put the total number of semester hours the NCO has completed during the rated time

• NCO won any level board competitions

•Technical knowledge of the NCO

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Physical Fitness/Military Bearing

• The rater will enter one of the following APFT entries: “PASS" or "FAIL”

• The rater will enter the date (YYYYMMDD) of the APFT results.

• The APFT badge is awarded for scores of 270 and above with at least 90 in each of the three events which can constitute and excellent rating

• Enter height/weight and APFT score from the last record APFT test that is on file for the rated NCO

• NCO overall appearance and military bearing

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Part IV- Leadership

• Talk about the NCO general concern for Soldiers

• How the NCO puts mission first

• How the NCO sets the example

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Part IV- Training

• Enter bullets that pert• Address if and how the NCO shared his/her knowledge with peers and subordinates

• If NCO conducted any Leaders Time Training and how many personnel

• How NCO work as a team and

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Part IV - Responsibility/Accountability

• Care and maintenance of equipment

• Try and put what types of equipment

• Numbers and dollar amount is very important in this area

• Talk about how NCO enforced safety standard

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Part V

Overall Performance and Potential

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Part V- Rater

Line Va (Overall Potential for Promotion)

Among the best- NCOs who demonstrated a very good, solid performance and a strong recommendation for promotion and/or service in positions of greater responsibility.

Fully capable- NCOs who have demonstrated a good performance and strong recommendation for promotion should sufficient allocations be available.

Marginal- NCOs who demonstrated poor performance and should not be promoted at this time.

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Part V- Rater

Line Vb (Future Assignments): Rater lists up to three (at least two) different future duty positions (job title) in which the rated NCO could best serve the Army at the current or next grade. When the rated NCO is being reduced to a lower grade, raters may enter duty positions of the lower grade.

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Part V- Senior Rater

• Line Vc(d) – Overall Performance and Overall Potential

1 = cream of the crop; promote immediately 2 = a solid soldier; strong recommendation for promotion 3 = a good performance; promote if allocations allow 4 = weak performer; do not promote 5 = poor performer; consider for QMP

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Part V – Senior Rater Bullet Comments

Line Ve (Senior Rater Bullet Comments): First bullet should focus on promotion Second bullet should focus on school Third bullet should focus on potential

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Common Mistakes on NCOER

• reports received with all five ‘excellence’ marks (a ‘max’ report) gives the impression NCO has overachieved in all areas. Leaves no room for improvement

• too many NCO-ERs have ‘unjustified’ excellence marks - if there are no proven accomplishments then the board considers it only a ‘successful’ rating.

• too many NCOs are receiving 1/1 senior rater marks without the bullet comments to support the 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.

• cannot check “among the best” block if there is a “needs improvement” bullet

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GUARDIAN EAGLES

NCOER Tips• Ensure counseling is happening

• Justify Excellence Bullets - Tell the story …

• If you give a Success box check, say something - Don’t leave it blank

• Ensure Junior Officers and NCOs know system

• Avoid generalities, begin bullets with action verbs

• Want to be consistent in performance and rating throughout the entire file with particular focus on the last five NCOER

• Best reports are those with three ‘clearly justified’ excellence ratings and two success ratings with strong bullet comments as opposed to five excellence check marks

• Senior Rater markings of ‘1’ and ‘1’ standout, particularly when supported by strong bullet comments

• S/R marking of ‘2’ is still good when sprinkled among several reports of ‘1’ ratings;

• NCO-ER Quality Control - suggest using CSM to review the NCOER before being submitted

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Reference• AR 623-3

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