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Typical First Day Tasks
• Pickup at Hotel• Welcome, Oath - Chief, DA Secretariat• Administrative Briefing• QMP Briefing• OER Briefing• Concept Briefing• “Reading Time” of the Board MOI / DA PAM 600-3• Practice Vote Brief/Practice Vote• Lunch• Begin voting• End Day One
BOARD OPS
Board Room Procedures and Security
• No personal knowledge allowed*
BOARD OPS
• All board members & a recorder must be present for board discussions, deliberations and decisions
• No informal office visits (to include career managers)
• All board related material & discussion stays in the board room
• No visitors allowed in the board room
Board Member Voting
MOI
SEC ARMY’s MEMORANDUM
OF INSTRUCTION
= VOTE= VOTE
BOARD MEMBER EXPERIENCE &
JUDGMENT
++
SCORING CRITERIA
Word Picture1 - 6+
++++
BOARD FILE
BOARD OPS
Fully Qualified Best Qualified
(AR 600-8-29)
Fully qualified officers who
“meet specific branch,
functional area or skill
requirements”… to meet the
Needs of the Army.
(Command & most promotion boards)
Numerical Constraints
“… qualified professionally
and morally to perform the
duties expected of an
officer in the next higher
grade.”
(SELCON)
100% Select Rate Capability
BOARD OPS
CONCEPT OF OPERATION
• Phase I Identify “Fully Qualified” Officers (IAZ)
• Phase II Identify Potential BZ Selects
• Phase III Identify “Best Qualified” Officers
• Phase IV Identify Officers for Show Cause
• Phase V Produce Board Products / AAR
• Vote files (1 thru 6 + / -)
• Identify possible Show Cause cases
• Establish OML
• Establish Fully Qualified line (FQ)
• AAR input
PHASE IIdentify Fully Qualified Officers
FULLY QUALIFIED
6 +/-
5 +/-
4 +/-
3 +/-
2 +/-
1
NOT FULLY QUALIFIED
EXAMPLE WORD PICTURE
Verbiage of word picture and
location of FQ line are board
decisions
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
FULLY QUALIFIED
MAX Score
(102 +17)
MIN Score (17)
IAZ
Population
Hard Vote
13
14
15
Determine “FQ” line (Board decision based on word picture)
NOT FULLY QUALIFIED
PHASE IIdentify Fully Qualified Officers
Establish an Order of Merit List X 3
SCORE102+17
I/AZ Hard voteOML RANK
1
17 XXXX
FQNFQ
MFE OS FS
PHASE IIdentify Fully Qualified Officers
• Phase I Identify “Fully Qualified” Officers (IAZ)
• Phase II Identify Potential BZ Selects
• Phase III Identify “Best Qualified” Officers
• Phase IV Identify Officers for Show Cause
• Phase V Produce Board Products / AAR
CONCEPT OF THE OPERATION
AR 600-8-29 Officer Promotions
1-34b. Below the zone promotions are an essential
part of the promotion system. They are intended to
provide officers of exceptional ability an opportunity
to advance quickly to more responsible positions,
help retain high quality officers, and give officers an
incentive to perform at their highest level.
PHASE IIIdentify Potential BZ Selects
DA MEMO 600-2
The Army must identify its best officers and promote them earlier to afford them sufficient remaining service to be available as our senior leaders.
Officers selected from BZ replace those who otherwise would be promoted from in and above the promotion zone; therefore, they must be clearly superior to those who would otherwise be promoted.
PHASE IIIdentify Potential BZ Selects
PHASE IIIdentify Potential BZ Selects
• Screen vote BZ files (Yes / No / SC)
• Establish / review screen vote OML
• Determine population to hard vote
• Hard vote selected BZ files (2 thru 6 +/-)
• Establish / review hard vote OML
• AAR input
YES: Merits further consideration for accelerated promotion.
NO: Does not merit further consideration for accelerated promotion
SHOW CAUSE: Substandard Performance, Misconduct, Actions Inconsistent w / National Security, Moral/Professional Dereliction
EXAMPLE BZ SCREEN VOTE WORD PICTURE
Board Reviews Number of File with “YES” Votes
# YES Votes # FILES Running TOTAL
17 1 1
16 5 6
15 21 27
14 17 44
13 9 53
12 19 72
11 26 98
10 3 101
9 9 110
8 20 130
7 16 146
6 4 150
0 25 175
Board Determines Number of Files for
“Hard” Vote by a majority vote
PHASE II - Identify Potential BZ Selects
EXAMPLE BZ HARD VOTE WORD PICTURE
6 +/-
5 +/-
4 +/-
3 +/-
2 +/-
Verbiage of word picture is board decision
OML # SCORE
1 102+17
87 101
88 100-2
89 100
90 99+12
91 99+10
92 99+14
130 99-6
17 YES
16 YES
15 YES
14 YES
13 YES
12 YES
11 YES
10 YES
9 YES
8 YES
7 YES
6 YES
Screen Vote: YES/NO/SC
MOI determines BZ’s for comparison
Example MOI Guidance: MIN = 58, MAX= 87
Hard Vote: 2-6+/-
Board determines# to Hard Vote(majority vote)
PHASE IIIdentify Potential BZ Selects
• Phase I Identify “Fully Qualified” Officers (IAZ)
• Phase II Identify Potential BZ Selects
• Phase III Identify “Best Qualified” Officers
• Phase IV Identify Officers for Show Cause
• Phase V Produce Board Products / AAR
CONCEPT OF THE OPERATION
• Identify Tentatively Best Qualified Officers
• Break ties (if required)
• Compare BZ files
• Review Requirements
• Formal board vote
• AAR input
PHASE IIIIdentify Best Qualified Officers
OML RANK1IAZ OML
XXXX
Fully Qualified
Not FullyQualified
Draw Tentatively Best Qualified Line based on the Optimum Selection Capability
TBQ
SCORE102+17
17
PHASE IIIIdentify Best Qualified Officers
10511052
IAZ OML
Fully Qualified
Not FullyQualified
TBQ
BZ OML
* Lowest scoring BZ file is compared with highest scoring comparison IAZ file above TBQ
line
PHASE IIIIdentify Best Qualified Officers
59
87
1
58
Compare the IAZ comparison group with the BZ comparison group
IAZ Comparison Files BZ Comparison Files
966965
PHASE IIIIdentify Best Qualified Officers
6059
87TBQ line
1051
IAZ Comparison Files BZ Comparison Files
TBQ line
PHASE IIIIdentify Best Qualified Officers
8687
Invert BZ group to compare the lowest scoring from the BZ against the highest in the I/AZ
581051
966965
IAZ Comparison Files BZ Comparison Files
PHASE IIIIdentify Best Qualified Officers
If the lowest scoring BZ is found to be clearly superior to the highest I/AZ, all BZ in the group are integrated.
8687
58TBQ line
1051
966965
PHASE IIIIdentify Best Qualified Officers
If the BZ file was not found clearly superior, that BZ file is eliminated. Comparison goes to next BZ / IAZ.
IAZ Comparison Files BZ Comparison Files
867987
58TBQ line
1051
966965
PHASE IIIIdentify Best Qualified Officers
IAZ Comparison Files BZ Comparison Files
867987
When a BZ candidate has been deemed clearly superior to the respective IAZ officer, that BZ officer and those below him will replace the IAZ officers who
would have otherwise been selected.
58TBQ line
1051
966965
PHASE IIIIdentify Best Qualified Officers
IAZ Comparison Files BZ Comparison Files
867987
When a BZ candidate has been deemed clearly superior to the respective IAZ officer, that BZ officer and those below him will replace the IAZ officers who
would have otherwise been selected.
58TBQ line
1051
966965
Those BZ officers selected for early promotion are then administratively moved to the top of the IAZ OML.
BZ 86
IAZ 1
IAZ 965
1
PHASE IIIIdentify Best Qualified Officers
TBQ line1051
PHASE III - Identify Best Qualified OfficersJOINT REVIEW (Goals not Requirements)
• Joint Staff > HQDA Staff
• Joint Duty Assignment > Overall Board Average
• OSD > HQDA Staff
Officers serving or have served on the Joint Staff are expected to be promoted at a rate not less than officers serving or have served on HQDA Staff.
Officers serving or have served in Other Joint are expected to be promoted at a rate not less than overall selection rate.
Officers serving or have served on the staff of the Secretary ofDefense are expected to be promoted at a rate not less than officers who are serving or have served on HQDA Staff.
TITLE X
DODPOLICY
NAME RANK BRANCH SCOREOML
#
SMITH MAJ FA 60+9 1
JAMES MAJ IN 60 2
JOHN MAJ SF 58 3
DOE MAJ MP 58-1 4
SCHMOE MAJ FA 58-4 5
KELLY MAJ IN 57+9 6
GIBSON MAJ IN 57+8 7
JACOBS MAJ FA 57+7 8
STEWART MAJ SF 56+10 9
BARRETT MAJ AR 55 10
ANDERSON MAJ IN 54 11
HARVEY MAJ SF 53 12
COX MAJ IN 53-2 13
MICHAELS MAJ IN 29 14
MAYO MAJ EN 27 15
FRITZ MAJ MP 26 16
Phase I: Fully Qualified Line
Phase III:Tentatively Best
Qualified Line
Example Requirements:Max = 11
Skill Requirements:FA=3SF=3IN=3At Large Selects=2
P1
P2
P3
P1
P2
P3
P1
P2
P3
P10
P11
NOT FULLY QUALIFIED
NOT BEST QUALIFIED TO MEET THE NEEDS OF THE ARMY
NOT BEST QUALIFIED TO MEET THE NEEDS OF THE ARMY
NOT BEST QUALIFIED TO MEET THE NEEDS OF THE ARMY
JANSON MAJ IN
JONES MAJ FA
Example Fill Requirements - Order of Merit List
• Phase I Identify “Fully Qualified” Officers (IAZ)
• Phase II Identify Potential BZ Selects
• Phase III Identify “Best Qualified” Officers
• Phase IV Identify Officers for Show Cause
• Phase V Produce Board Products / AAR
CONCEPT OF THE OPERATION
Board Deliberations & Voting
Sponsor Completes SC Memorandum
Sponsor Presents Case Summary
Substandard performance of duty Misconduct Moral/Professional dereliction Actions inconsistent with national security
PHASE IV – Identify Officers for Show Cause
• Phase I Identify “Fully Qualified” Officers (IAZ)
• Phase II Identify Potential BZ Selects
• Phase III Identify “Best Qualified” Officers
• Phase IV Identify Officers for Show Cause
• Phase V Produce Board Products / AAR
CONCEPT OF THE OPERATION