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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