Command Transition -- Goal Setting--

FOR TRAINING USE ONLY Honor – Duty – Respect

DRAFT

Command TransitionCommand Transition----Goal Setting--Goal Setting--

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CAO: 15 Apr 2014


Be a LeadeRBe a LeadeRAll The TimeAll The Time

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FOR TRAINING USE ONLY Honor – Duty – Respect 3

As Promised


Today’s Lineup

• Quick Review

• Demo – Company Commander’s Call

• Goal Setting

WORKING DOCUMENT 4


REVIEW--QUICK GOUGE--

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INSIDE COVER, THE MANUAL

•Mindset – THE MAIN THING•Expectations•Skills•Feedback•Consequences•Growth


• Briefed to Commandant & Director, KCLE on 3 Apr

• Key elements:– Four-year emphasis… “every cadet…”– Professionalizing training… “NCO Academy & Officer Academy

during 2d semester…”– Rotating cadre… “more leadership experience…more ownership”

• Continuity: Junior leaders engaged from start

Parallel Cadet Proposal--XCOMM--

6WORKING DOCUMENT

TRANSITION TRAINING – THE LONG VIEWTRANSITION TRAINING – THE LONG VIEW


• Agreed on three major objectives to achieve endstate:• Internalize Core Values• Gain sense of accountability for others• Demonstrate professional skills of personal discipline, team skills, and leader

skills

• Agreed on four primary subordinate objectives, to be achieved by graduation:

• Assess compliance – and create command climate that embraces compliance – with standards and regulations

• Establish and assess a training environment that develops people• Lead people to achieve standards, create resiliency, and develop a team• Create and assess personal and unit resiliency (resiliency defined as the

ability to persevere and achieve results to performance-based standards, in times of non-crisis and crisis)

Essential Elements

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WORKING DOCUMENT


4C Map--Prepare--

8888WORKING DOCUMENT

Problem Solving

(for Details)

Blue Book Chapter 3

CS 4-2What Can I Do w/this

Major?

H 4-3Honor

Refresher

H 4-5Honor

Refresher

Ethics 4-1Look in Mirror

Ethics 4-2Make the Right Call

Ethics 4-3Life in

Barracks

Ethics 4-4Knob Year Reflection

LD ACo Call

LD BCo Call

Weekly Staff Mtg

Weekly Staff Mtg

Weekly Staff Mtg

Weekly Staff Mtg

PLT/Squad training CERTCERT

Direction

Direction

CTM (trainee)•Expectations•Basic skills•Feedback

ExpectationsBasic SkillsFeedback

AccountabilityCohesionResiliency

H 4-4Spirit of

Code

HD 4-1Suicide

Awareness

AD/SA 4-1Rules of

Road

Judgment Index

LDCitadel

Experience

CARE 4-3Mental Health

(Jones)

Senior Mentor-4C

Senior Mentor-4C

Personal Training Plan

Personal Career Plan4C Training

Problem Solve

4C Training

Prof Customs

4C Training

Rooms

4C Training

Drill

4C training

Uniforms

ExpectationsBasic SkillsFeedback

Simultaneous Ops

Weekly Staff Mtg

Weekly Staff Mtg

Weekly Staff Mtg

Weekly Staff Mtg

Detail Leader

Problem Solving

Followership

Senior Mentor-4C

Senior Mentor-4C

Personal Training Plan

Personal Career Plan

Organized at PLT levelExecuted at SQD level•Exercises•Standards competitions•Prep

Consider changing or removing from LTP =

Taught to cadets =

Practiced/demonstratedActivity =



CTM Way Ahead

• CTM Training: PLs, PSGs, SLs – 16 Apr– Up to 9 cadets per company

• Practicum – 23 Apr– Demo personal introduction– Complete scenario with all 5 CTM steps– Receive Co TAC “certification”

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PriMERPriMER

Company Commander’s Call

WORKING DOCUMENT 10


Today’s LearningOutcomes• Appreciate intent behind a CDR call

• Build your CDR Call

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Points to Ponder:First impression to Knobs – period

First impression to whole unit – in CDR or 1SG role


Why Commander’s Call?

• Put YOU in unit

• Set expectations

• Lay out priorities and goals

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Tone, Tenor & Cohesion


StandardsStandards

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Are these

important?

What else should

be on the list?

• Priorities/Responsibilities/GoalsPriorities/Responsibilities/Goals

• Honor Honor

• DutyDuty

• RespectRespect

• Drugs/AlcoholDrugs/Alcohol

• Hazing/Physical MaltreatmentHazing/Physical Maltreatment

• Sexual assaultSexual assault

• Sexual harassment/EEO/religious respectSexual harassment/EEO/religious respect

• Suicide awarenessSuicide awareness

• SafetySafety

• Co TraditionsCo Traditions


DemonstrationDemonstration

Company Commander’s Call

WORKING DOCUMENT 14


BZ Company

Commander’s Commander’s CallCall

MAY 2014MAY 2014

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• Be on time (standards)

• We…us…our (teamwork)

• We win…they lose (excellence)

• Know where we came from (heritage)

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Be a Leader…All the TimeBe a Leader…All the Time


ExpectationsExpectations

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We will:We will:• Keep academics #1Keep academics #1• Support the Company & CorpsSupport the Company & Corps

– Maintain EVERY standardMaintain EVERY standard

– Grasp opportunitiesGrasp opportunities

– Take care of each otherTake care of each other

Command team will:Command team will:• Keep command climate positiveKeep command climate positive• Set clear expectationsSet clear expectations• Support youSupport you


Company goals• Achieve Co average 3.0 TGPA• Earn top 25% in parade rankings (in top 5)• Earn top 25% in PFT with 100% Co pass rate (in top 5)

– 1C avg > 2C avg > 3C avg > 4C avg

• Achieve 100% participation on Leadership Day• Achieve positive outcomes & enhance our reputation:

– 9 Aug – 11 Oct: World-class cadre

– 11 Oct: Parents’ Weekend

– 8 Nov: Homecoming

– 15 Nov: Commandant’s Inspection

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Give Back


StandardsStandards

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• Priorities/Responsibilities/GoalsPriorities/Responsibilities/Goals

• Honor Honor

• DutyDuty

• RespectRespect

• Drugs/AlcoholDrugs/Alcohol

• Hazing/Physical MaltreatmentHazing/Physical Maltreatment

• Sexual assaultSexual assault

• Sexual harassment/EEO/religious respectSexual harassment/EEO/religious respect

• Suicide awarenessSuicide awareness

• SafetySafety

• Co TraditionsCo Traditions


• Me• Chain of Command• TAC• HA team• Janet Shealy/Linda Riedel• Counseling Center• Chaplain

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• Classmate

Sources for Help


What to Remember

• It’s OUR company – we all have skin in the game• OUR company:

– Is committed – we care about our standards, our goals & our reputation

– Is team-oriented – we take care of each other & help each other succeed

– Succeeds when everyone is “a leader” – we feel a sense of obligation to each other & the company

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Your CALLYour CALLWeek of 5 MayWeek of 5 May

WORKING DOCUMENT 25


Goal SettingGoal Setting

WORKING DOCUMENT 26

FOR TRAINING USE ONLY

Purpose

• Provide guidance & framework for command team goal development

• Give command team task to develop Regiment through Company goals NLT 22 Apr– Present goals to Bn & Co TACs on 22 Apr

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Mission Analysis

• The Citadel vision: Achieving excellence in the education and development of principled leaders.

• The Citadel mission: To educate and develop our students to become principled leaders in all walks of life by instilling the core values of The Citadel in a disciplined and intellectually challenging environment.

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Commandant Guidance

• Lead the Corps (“my vision is the Corps leading the Corps”)

• Align priorities and goals now, down to Co level

• Emphasize:– Alignment across battalions and companies– Achievable goals

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Commandant Quotes

ON LEADING:•“Operative word is ‘lead’ (in vision the Corps leading the Corps)”•“In communicating, there is ‘speaking’ part & ‘listening’ part – the latter is important”

ON GOALS:•“Goals don’t just happen, you need a plan to get there”•“For goals, I think in threes…make them something you can achieve in 7 months”

•“Don’t underestimate importance of NOW – maximize preparation for next year now”

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Thinking Like Command Teams• Clear, important, simple priorities

• Mission & People

• Corps-wide focus

• Inclusive mindset

• Accountable (share success, own failure)

• Set expectations early; reinforce often

• Be visible (human endeavor)

• Communicate, communicate, communicate

• Consistency & Standardization

• Be a leader, all the time

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Direction, Alignment, Commitment

MINDSET

ACTIONS


Direction (Priorities & Goals)--Points to Ponder--

PILLARS Framework•Academic

•Military (Leadership)

•Physical Effectiveness

•Moral & Ethical

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How Many? Measurable from Regiment to Company? Corps Commitment? Relevant over Time?

CORPS OPS Framework•Guard duty

•Accountability

•Significant events (Matriculation, President’s Inspection, etc)

•Mess decorum

CORPS CULTURE Framework•Alcohol, Hazing, Mutual Respect

•Corps Squad

•Training

•Honor, Duty, Respect

QEP – Ethical Reasoning•Accreditation


THE BASICSTHE BASICS

• Are we committed to the goals for the next year (or beyond)?

• Are the goals simple enough for the organization to understand them?

• Are the goals attainable, even if a stretch?• Are we able to assess progress along the

way?

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If we answer “NO” to any of the above,re-think the goal


D Co Goal 1C Co Goal 1

B Co Goal 1

5 Bn Goal 1

4 Bn Goal 1

3 Bn Goal 1

2 Bn Goal 1

Regiment Goal 1Regiment Goal 1Regiment Goal 1Regiment Goal 1

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1 Bn Goal 1

A Co Goal 1

SHOW ALIGNMENT ACROSS CORPSSHOW ALIGNMENT ACROSS CORPS

DELIVErABLE #1DELIVErABLE #1


• ________________________________– Plan:

• -• -• -

– Measures & Assessment:• -• -• -

Proposed Goal 1

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DELIVErABLE #2DELIVErABLE #2

HIGHLIGHT HIGHLIGHT THE PLAN THE PLAN TO ATTAIN TO ATTAIN GOALGOAL


SAMPLE 1

• Make academics number one emphasis across Corps– Plan:

• Reduce absences by tracking, ranking, & then rewarding best Co

• Rank CGPAs by class, by Co in Aug, Dec, May – reward best Co in Dec & May

• Establish Co study periods

– Measures & Assessment:• Absences briefed to Co CO & RC monthly• CGPAs briefed to Co CO & RC monthly

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• Increase professionalism & standardization across Corps– Plan:

• Create SOPs for SMIs & PAIs• Brief White Book standards to all units• Conduct Regi & BN Staff MRIs/PAIs to grade compliance• Track & rank compliance with three-to-four priority items per

semester• Track CPFT averages by class by company

– Measure & Assessment:• Track discrepancy rates on priority items after each inspection• Brief trends & make adjustments at weekly top 9 meetings• Brief CPFT averages by class by company and reward best 4C,

best 3C, best 2C, best 1C across the Corps at end of each term

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SAMPLE 2


• Close the gap between cadet athletes and cadet non-athletes– Plan:

• Create “The C2 Group” – Commanders & Captains• Create pep squads for every team• Develop SMI and pep squad participation standards and

criteria for recognition• Conduct monthly meetings, at minimum

– Measure & Assessment:• Gain team captain and commander assessment at monthly

meetings• Track participation rate for each team at every SMI• Track pep squad participation rate at every home game

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SAMPLE 3


RC 13-14 RC 13-14 Priorities

• Academics, Number 1• Be Ready, Be On Time, From Alpha to Victor• We Are One Corps• Make the Right Call

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Responsibilities

• To yourself• To each other• To the Corps

Midterm Results3.4 [Dean’s List]

20x Cs5x Ds2x Fs


RC 13-14 RC 13-14 Priorities

• Academics, Number 1• Be Ready, Be On Time, From Alpha to Victor• We Are One Corps• Make the Right Call

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Responsibilities

• To yourself• To each other• To the Corps

Midterm Results3.4 [Dean’s List]

20x Cs5x Ds2x Fs

LTP Attendance1

Approx 65-70% Corps meeting 80% standard

Class AbsencesSpring ‘13 (1/15-3/15): 1877Fall ‘13 (8/28-10/28): 2702

1 Data represents attendance as of 20 Oct, is cumulative, and reflects following:• For 1Cs, percentage of cadets attaining at least 75% attendance (3 of 4)• For 2Cs, percentage of cadets attaining at least 86% attendance (6 of 7)• For 3Cs, percentage of cadets attaining at least 83% (5 of 6)• For 4Cs, percentage of cadets attaining at least 80% (4 of 5)


Sustaining Focus

ALIGNMENT 101

– Commander’s call – Expectations & Attitude

– Staff meetings – Focus and assessment for command team & key leaders

– MBWA/MBB: Routine reinforcement

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Collaborate

Collaborate

Priorities & GoalDevelopment

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Commandant Emphasis Items

Alignment across Battalions & CompaniesAchievable Goals


Over the Next Week

• Solidify priorities & goals– Brief back to TACs on 22 Apr– See Draft Slide Deck in back up slides

• Work out organizational battle rhythm—that’s how we keep alignment & focus– Commander’s call– Staff meetings– Routine reinforcement, interim assessments

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BACKUP SLIDES

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GoalsGoalsSY 2014-2015SY 2014-2015

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XX Battalion Battalion


• ________________________________

• ________________________________

Regimental Commander Expectations & Key Themes

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What’s Important to the RC?What’s Important to the RC?


• ________________________________

• ________________________________

• ________________________________

• ________________________________

Regimental Commander Goals

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• ________________________________

• ________________________________

• ________________________________

• ________________________________

Supporting X Battalion Commander Goals

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How do battalion goals support regiment?How do battalion goals support regiment?


• ________________________________– Plan:

• -• -• -


X Co Goal 1

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Emphasize the plan to achieve successEmphasize the plan to achieve success


• ________________________________– Plan:

• -• -• -


X Co Goal 2

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• ________________________________– Plan:

• -• -• -


X Co Goal 3

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• ________________________________– Plan:

• -• -• -


X Co Goal 4

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ALL COMPANIES ALL COMPANIES PRESENT GOALSPRESENT GOALS

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• RC goals developed in collaboration with us

• Our goals fully support regimental goals

• Key strengths for our goals:– Simple (& I am in love with them)– We can rally around them

• They offer rewards, from bragging rights to passes

– We can assess progress (or lack thereof) routinely with battle rhythm

Battalion Commander Words

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BATTALION COMMANDER CLOSES OUT BRIEFBATTALION COMMANDER CLOSES OUT BRIEF

EXAMPLE ONLY


Approve SY14-15 goals for execution

Recommendation

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QUESTIONS & COMMENTSQUESTIONS & COMMENTS

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Command Transition -- Goal Setting--

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