Posted on Nov 7, 2014
COL Senior Account Executive
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After almost a year in Battalion Command, I have seen the unit's readiness and standing within the Division measured on the typical ITRS data metrics like APFT, Medical, Dental, PME, etc. Do you think these metrics equate to real readiness? Does this equate to actual duty performance of assigned missions? Is a unit more than just the sum of these numbers, or is this the best way we know how to manage - by spreadsheet? How do you evaluate the subjective portion of leadership and mentoring? Would love to have input from USARC senior leaders here please.
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COL Financial Advisor
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Interesting thread. As a Brigade Commander, having lived this as a Battalion Commander as well, I have a couple of thoughts:

- as a Battalion Commander, my Ops SGM was highly upset over the amount of effort we spent on Readiness Metrics. I thought about it, and my response was I agree in principle...EXCEPT that every single Readiness Metric we focused on was really nothing more than a Soldier Care issue. APFT, Ht/Wt, Evals, DMOSQ, Security Clearance...show me one readiness metric that isn't something that is really First-Line Leader Soldier Care and I'll debate the merits of tracking it based on unit mission.

- which brings us to point number two: I was taught years ago to be careful what you measure, it's exactly what you'll get. If people are only judged based on metrics, all other life will stop except to achieve those metrics...by hook or by crook.

- also related to my first point is that each of these readiness metrics is not only a First-Line Leader issue, but an Individual Soldier Condition of Employment. Most of these measured areas are required by regulation for the Soldier to remain in the service in good standing (i.e. not be flagged). I shouldn't have to tell my boss that 30% of my unit hasn't passed a PT test in a year; they aren't supposed to be in my formation.

- finally, I would suggest because of the points listed below, you shouldn't be spending a preponderance of your time chasing these. If the culture of your unit is similar to mine of "doing the right things and doing things right," to include taking care of individual Soldier readiness, you should be managing the exceptions. Yes, I spend some time asking why is SSG Snuffy's NCOER sitting in his Senior Rater's inbox, but I don't spend a weekly hour-long call, or even such a meeting at BA, chasing metrics. Why? Because my subordinate leaders know it's important, and have bought into the belief that it is the best way to take care of their Soldiers.

No doubt: BAs should be spent on collective training; making sure the unit is ready to deploy and perform its war-time mission. But to not pay attention to if the Individual Soldier, and their Chain of Command, are doing their job to ensure individual readiness, is not good leadership.
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COL Senior Account Executive
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Well said Col E. What about measuring the collective piece? No one has ever evaluated my unit based on HOW WELL we actually did at our mission? They consider our mission to create DMOSQ soldiers that can then perform our mission, but don't track proficiency once we make said DMOSQ Soldier, ie make drill sergeants, but aren't measuring how well they do at Jackson after they get their hat and badge. Or for that matter, how many missions my unit performs vs others. It's all about the ability to be able to do a mission, not actually doing it? Or so it seems?
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COL Financial Advisor
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MAJ R,
Certainly the success of your organization is based on the ability to accomplish your organizational mission. As you describe your situation, I would say your higher headquarters is doing you a disservice by not evaluating your mission accomplishment. Of course, you have a difficult mission to measure through observation; it's not like watching a movement to contact and evaluating the ability of your Soldiers to shoot, move, and communicate. However, I would think you or your higher should be able to open the channels of communication to the units receiving your DIs, and get feedback from them. They must evaluate the DIs at the end of a cycle, at the very minimum they receive NCOERs. To ask that unit to fill out a survey on DIs you've provided, with the intent that you will use that feedback to improve your "product," could be done in a manner that is not overly onerous to the unit and provides you valuable feedback. Just a thought.
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COL Senior Account Executive
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COL E - don't get me wrong, I'm very proud of my folks, they went from 17th to 15th to 8th to 5th to 3rd in my division rankings, which are based primarily on the metrics BG Burley correctly highlighted. I continually break my mission down from the top - starting with LTG Talley (provide an end strength force of 205k ready, qualified troops to CSA/FORSCOM) to my two star (provide roughly 2,850 qualified DS for the TRADOC Cdr) down to div, bde, bn level which is why we need to make DS, as well as why we need our individual metrics. That's all well and good but those things are a PART of the big picture. The other part is that we DO in fact still execute missions to the TRADOC world, ie send DS to perform their Echo company expansion mission at training bases like Fort Jackson, etc. That's the piece that gets lost in the shuffle as there isn't nearly as much focus on the AARs with our AC counterparts for future missions, and that's the piece that those ready, qualified DS should be worried about. To me, it's great to have the 2,850 end strength DS, however, now let's take it a step further and see how well each of them do their job and how they can improve. I guess it's because we have to crawl before we can walk, and many other units are struggling to just get their PME, Evals, Med/Dental, etc done, so it's like trying to teach to the lowest level vs giving attention to the gifted kids lol. I think the change I'd love to see from a strategic level is to put more ownness on individual Soldiers doing their required DL training BEFORE they even show up to BA, so that we aren't wasting all our BA time with mandatory check the box requirements. I'm desperately trying to get first line leaders to enforce those things (and not let Soldiers leave BA with pay until they are done) and let our people know it's more than just showing up for BA.
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COL Financial Advisor
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MAJ R - not implying you weren't proud at all. Just saying that if your higher isn't measuring the collective unit metrics you're looking for, nothing says you can't do it yourself. Call Ft. Jackson. Talk to the people that employ your DSs and figure out how to get some feedback from them. Call Ft. Benning. Rinse, lather, repeat.

As for the focus on Indiv Readiness, you are right. Feel free to steal my mantras: "We do the right things and we do things right." That goes for individual and collective "things." "Individual Readiness is a Condition of Employment." You don't want to play, you don't get paid and you don't stay. In many cases it is regulatory; we have looked the other way to maintain end-strength. That's not the case now. Soldiers are being flagged for being out of compliance on PHA and Dental. And it's likely to get worse before it gets better. If they won't own it, it will catch up with them.
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BG Edward Burley
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The metrics versus training readiness question is an excellent one, especially as we transition from an Army at War to an Army Preparing for Contingencies.

Let me start with some history. Prior to 9-11, metrics were not as important as they are today, and training alone was the gold standard for evaluating units. Commanders conducted training events, and rated their units based upon the performance, especially if granted the opportunity to attend one of the training centers (NTC, JRTC, CMTC, BCTP). Those units that deployed to Haiti, Bosnia, or Kosovo were able to judge readiness based on those experiences. Unfortunately, the majority of these evaluations were subjective ones, from our USRs, and those were often inflated. Many leaders would write in their USR reports statements to the effect that "although only 50% of my unit is DMOSQ, those who are perform at such a high level that we can accomplish 80% of our wartime mission." If you don't have the trained people, you can't do the full mission.

Once we began calling up units for Afghanistan and expecially Iraq, however, the Army found that the number of Army Reserve troops we could actually deploy for combat was as low as 50% of the assigned strength of our units. Medical profiles caused many of them, but some were due to lack of MOSQ, family care plans, physical fitness - factors that sound familiar from your current metrics, right? The Army Reserve wasn't truly tested by Grenada, Panama, Desert Storm, Haiti, Bosnia, Kosovo, or the other "recent" actions, because our numbers required for deployment were so small that we could cobble together the necessary fully-qualified troops from a number of units to accomplish the mission and make it happen. Iraq in particular broke the bank when it came to getting enough folks downrange who were mission ready. Our recent history tells us that unless we pay attention to these metrics, we won't have a truly ready force.

The second factor has to do with resourcing. As we all know, the Army and the Army Reserve face enormous resource and money restraints with sequestration and the general post-conflict draw-down. When our military leaders meet with the elected officials in Washington, D.C., and tell Congress that they need $100 million to keep 200,000 Army Reserve Soldiers ready for war, those congressmen and women have our readiness stats handy. How do you answer a Senator who replies, "Well General, you say you need $100 million for 200,000 troops. But only 50% are medically qualified for war. How about we give you $50 million and you can have all of your medically qualified troops trained at peak performance?" Metrics are important for resourcing as well.

The problem is that when all your time is focused on metrics, when do you do training? What if we are medically qualified but we don't know our engineering, medical, signal, MP, quartermaster, civil affairs, or PSYOP job? This is the job of leaders. Whereas our top Army Reserve leadership have to focus on Readiness as their command guidance, we as leaders below have to add the Training piece. Both are vital.

The take-away is that leaders must balance both Readiness and Training. Division, Command, and Brigade Commanders must measure Training as well, through exercises. And we have excellent resources in the Army Reserve - request evaluation from the Training Divisions, who are tasked to provide this sort of objective feedback. By combining our Operational Reserve units with the Training units, both improve their ability to do their combat missions. Ask the Training Divisions to conduct FTXes, and provide collective training feedback.
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Sgt Robert Kelly
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The reserve unit I was in back in the late 70's and 80's had a real good

training staff. They made sure we know our jobs. In comm we had a SNCO who would on training days set up a mock comm tent with radio traffic. As they day went on he would tell the NCO's that they just got taken out . Then he would point at the top ranked no NCO and tell them they were running the comm center. Everyone knew how to do the job after sevreal of this seccions.
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SCPO Intelligence Specialist
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@Eric Rahman - Not just "Yes" but "Hell Yes!"

We are obsessed with whether someone is medically cleared (even though all of this would be done in a mobilization process, the time is planned in for it), legal readiness (same thing here - time is provided for any necessary preparation of wills, powers of attorney, etc...). What we ignore is such "minor issues" as weapon familiarity, knowledge about the area(s) of the world likely to be mobilized for action in, and training on the systems actually likely to be used on deployment.
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COL Senior Account Executive
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that's part of my concern as well. IMO we've gotten away from a Soldier's actual proficiency in their assigned job, and therefore, the unit's effectiveness in regards to how well they can perform a mission. I can give you a unit full of "medically, physically, etc cleared" folks that may or may not be able to perform a mission. I suppose the exercise evaluations should measure that piece, but not all units do WAREX/CSTX'. There is no current way I've seen to evaluate a leader's ability to build a cohesive team etc without an exercise.
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SCPO Intelligence Specialist
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COL (Join to see) - Sir, I realize I answered only part of your question. My experience in the Navy IDCRC (Information Dominance Corps, Reserve Component) - formerly known as (Naval) Reserve Intelligence - is that we rarely deploy as a unit. I have deployed four times in uniform, always as an Individual Augmentee. In those circumstances, the cohesiveness of my Reserve unit is irrelevant.

Fundamentally, the administrative checklists show you nothing about either the unit's nor the individuals in its readiness for a mission or mobilization. Sadly, judging actual readiness requires experienced and discerning officers - and determining if the officers in your position know what they're doing requires actual work by superior officers. Worse, in the real world some Battalion, Brigade, and even Corps commanders will be dead wrong about the subordinates' readiness (not to mention fitness for command).

Some of this could probably be addressed by making the performance of deployed/mobilized individuals and/or units reflect directly in the OER/FITREP/etc... of the unit CO. At the very least, this might ensure that units send only their best personnel forward where their performance will be judged.
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MAJ Artificial Intelligence Portfolio Lead
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Can't agree more on this: "IMO we've gotten away from a Soldier's actual proficiency in their assigned job, and therefore, the unit's effectiveness in regards to how well they can perform a mission." I would rather have fully trained and proficient CA teams that train 10 of 12 months of the year on being CA Soldiers, rather than a fully metrics-ready company that either only trains to be CA Soldiers 3 or 4 months of the year, but sure looks pretty on paper. The former focuses on training for our missions, the latter focuses on training for a spreadsheet.
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SSgt Forensic Meteorological Consultant
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MAJ (Join to see) It is a kind of like all the sidebars in the Casey Anthony case, where justice was an aside for all these 'sidebars.
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