OPR/EPR Trng

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Air Force ISR Agency
Officer and Enlisted Evaluation
Systems Training
This Briefing is:
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Overview
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Introduction
Training
Purpose
Feedbacks
Evaluations
Referral reports
Letter of evaluation
Common errors
Stratification
Closing Comments
• TEST!!
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Introduction
• Writing an OPR/EPR is a huge responsibility
• Supervisors are key
• Rater/Ratee must understand the process
• AFI 36-2406, Officer and Enlisted Evaluation Systems
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Training
• Required by AFI 36-2406, para. 3.2.5.5
• Mandatory for first-time supervisors within 60
days of being assigned supervisory duties
• All members must receive recurring training
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Purpose of the Evaluation Program
• Provide meaningful feedback
• Record of performance/potential
• Promotion/personnel information
• Identify best qualified personnel
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Feedback
• AB - Col
• Private and formal communication
• Documented
• Objectives/expectations, standards, behavior, and
performance
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Feedback
• Ratee responsibilities
• Know when sessions are due
• Request session if necessary
• Notify rater/rater’s rater when feedback did not take place
• Sign PFW and feedback notice indicating date of session
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Feedback
• Rater responsibilities
• Prepare, schedule, and conduct PFW sessions
• Consider standards and expectations
• Provide realistic feedback to help ratee improve performance
• Provide original to ratee; keep copy
• Provide copy of signed/dated notice to CCQ ASAP
• Conducted face-to-face
• Exception: geographically separated--conduct via telephone
• Forward original PFW to ratee within 10 days
Know when feedback is due on your people, don’t wait until shell/rip
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Feedback
• Initial
• Within 60 days of initial supervision
• AB - Colonel
• Midterm
• Midway through reporting period
• If CRO, 30 to 60 days before closeout
• AB – SMSgt and 2Lt - Lt Col
• AB - A1C under 20 months – every 180 days
• Follow-up
• Will now be accomplished at time of report closeout
• Rater discusses report with ratee
• Ratee acknowledges feedback accomplished and
report is accurate
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Feedback
• Conducting the session
• Explain the purpose
• Define expectations
• Reinforce positive and correct negative
• Help develop plan to achieve goals
• BE SPECIFIC! If someone needs improvement:
• Identify exactly what member must do to correct behavior
• Site specific examples
• Describe what success looks like
• Member should have a clear picture of expectations
Documented feedback doesn’t replace informal day-to-day feedback
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Evaluations
• Purpose
• Official record of performance
• Honest
• Accurate
• Written by those closest to individual
• Source to help determine
• Promotion
• Retention
• Assignments
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Evaluations
• Rater responsibilities
• Ensure ratee is familiar with rating chain
• Review PIF, UIF, and past OPR/EPRs before preparing evaluation
• Obtain inputs from multiple sources
• Assess/document what ratee did, how well, and ratee’s potential
based on performance
• Additional rater responsibilities
• Review PIF/UIF, past OPR/EPRs
• Ensure accurate, unbiased report
• Assume responsibilities of rater, if necessary
Have you reviewed your ratee’s PIF at CSS lately?
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Evaluations
• Who needs it
• A1C (20 months TAFMS) - CMSgt
• 2Lt - Col
• When
• Active Duty
• Officer/Enlisted – Annual or CRO with at least 120 days supv
• Reserve
• Officer – Annual or CRO
• Enlisted - Bi-annual (once every 2 years) or CRO
• Guard
• Officer/Enlisted - Annual or CRO
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New Forms
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• Enlisted Evaluation System
• AF Form 910 EPR, AB thru TSgt
• AB-SrA: 15 Aug 07
• SSgt/TSgt: 1 Jan 08
• AF Form 911 EPR, MSgt thru CMSgt
• MSgt: 1 Oct 07
• SMSgt: 1 Aug 07
• CMSgt: 15 Aug 07
• AF Form 931, Feedback for AB thru TSgt (as of 11 Jul 07)
• AF Form 932, Feedback for MSgt thru CMSgt (as of 11 Jul 07)
• Officer Evaluation System
• AF Form 707 OPR, Lt thru Col
• AF Form 724, Feedback for Lt thru Col
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Evaluations
• Inappropriate considerations/comments
• Promotion recommendations/implied promotion statements
• PME or advanced education for officers
• An evaluator may recommend appropriate PME for level of
in-residence PME (Officers)
• Events occurring before or after rating period
• Previous reports/ratings
• Performance feedback
• Recommendation for decoration
• Race, gender, age, religion as reflecting favorably or unfavorably
• Family activities to include volunteer work/marital status
• Statements outside scope of rater’s responsibility or knowledge
• Separation/retirement status
• Refer to AFI 36-2406 para 3.7 for additional information
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Evaluations
• Timelines/Suspenses
• HQ AF ISR Agency/CCQ-serviced reports
• Shell/rip generated 120 days before closeout (c/o) date
• OPR/EPR due to HQ AF ISR Agency/CCQ * - 14 days prior to c/o
• Ensure sufficient lead-time for staffing and approval of your
supervision and 2-Ltr/equivalent to meet deadline
• Non-HQ AF ISR Agency/CCQ-serviced reports
• Shell/rip is generated 120 days before c/o date
• OPR/EPR due to AF ISR Agency/A1ZP – 21 days prior to c/o
• Ensure sufficient lead-time for staffing and approval of your
supervision and Wing/Center Commander to meet deadline
• See AF ISR Agency policy OPR/EPR policy memos for further info
https://afisr.lackland.af.mil/homepages/cc/execsvcs/policy_letters/policy_letters.cfm
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* Draft report without signatures
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Evaluations
• Referral Reports
• When to refer a report
• “Does not meet standards” on section III or IX on OPR
• “Does not meet”, section III on first page of EPR
• Overall “1” or “2”, section V on second page of EPR
• Comments which are derogatory, imply/refer to behavior
incompatible with/not meeting standards/disciplinary action
• Why refer
• Omissions/misrepresentations of facts in official statement
• Financial irresponsibility
• Does not meet fitness standards/unsatisfactory progress in
fitness program
• Article 15 action or court martial conviction
• AFI 36-2406 para 3.9 covers referral process
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Evaluations
• Letter of Evaluation
• Purpose
• Substitute for missing evaluation report
• Cover gaps in performance records
• Documents supervision periods 60 to 120 days
• Documents periods of supervision by someone other than rater
• Continuation sheet for referral report
• Mandatory for:
• A1C and below with under 20 months TAFMS when CRO occurs
due to PCS of rater/ratee
• Retirement/separation of rater (must have at least 60 days
supervision)
• AFI 36-2406 para 4.7 covers letters of evaluation
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Writing the EPR
• Common Errors
• No feedback conducted/no reason given for not performing
• Duty information does not match shell/rip
• Ensure duty title correct at beginning of member’s assignment
• Important for career progression, should be job/duty specific
• Acronyms – spell out first time and ensure used again in report
• Don’t make up acronyms or abbreviate to create space
• See NIPRnet website for AF ISR Agency approved acronym list
• Bullets/sub bullets
• No more than 2 lines in bullet/sub bullet, text aligned under text
• Spell check not performed
Ensure Security Office check for classified information
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Stratification
• Enlisted
• SMSgt EPR close out (c/o) on or after 1 Aug 07/MSgt EPRs after 1 Oct 07
• Completion of SNCO Academy and CCAF required for senior rater
endorsement eligibility
• SMSgt EPRs c/o on or after 1 Aug 07/MSgt EPRs c/o after 1 Oct 07
• Stratification will only be used for SNCOs who are time-in-grade eligible
for senior rater endorsement (i.e. - #__ of 150 AIA MSgts)
• To be considered for AF ISR Agency SRI, Decorations, STEP
promotion, and/or First Sergeant Duty member must be stratified in the
rater & rater’s rater section
• Stratification statements based upon %, career field, functional
community or other subjective measures are prohibited
• Effective immediately, stratification on A1C-TSgt, CMSgt or CMSgt select
EPRs is prohibited
• Officer
• Stratification can be used
• Leave blank for AF ISR Agency/CC stratification (i.e. - #__ of 30 HQ AF ISR
Agency Majors)
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Closing Comments
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Take reports seriously, the ratee deserves it!
Rater’s responsibility to track OPR/EPRs “cradle to grave”
Start preparing report at 120 days before c/o
Ensure report submitted before c/o (14 days HQ / 21 days non-HQ)
Refer to sources of information:
• AFI 36-2406, Officer and Enlisted Evaluation Systems
• MPFM:07-44/07-45, 11 Jul 07 (contact CSS)
• AFH 33-337, Tongue and Quill
• Action Officer Tools/Approved Acronyms
https://afisr.lackland.af.mil//homepages/cc/execsvcs/action_officer.cfm
• OPR/EPR writing tools
http://afmentor.info/writing-epr.htm
• Contact your Commander’s Support Staff for:
• Duty information and reporting official changes
• Any assistance with OPR/EPRs
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TEST
Must receive a 70% or better to pass OPR/EPR training
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