1. Performance Evaluation
Navy
Performance Evaluation
and Counseling System 1

2. Reference
BUPERSINST series 2

3. Navy Performance and Evaluation
Overview
Overhauled as of 1 Jan 96
Results:
Grade against clear standards
Establish mandatory counseling
Control grade inflation
Create "user friendly" forms 3

4. The new methodology . . . Control grade inflation
Prevents "Gamesmanship" and one's unfair advantage over another 5

5. Breakdown 5 Promotion categories Early Promote Must Promote Promotable
Progressing
Significant Problems 7

6. Promotion Percentage Distribution
E1-E5/CWO E7-E9/CWO3/4
O E O O5-O6
Early Promote
Must Promote
20% % % %
No limit % % %
* Promotion recommendations for E1 - E6
will be applied towards the final multiple
** O1 and O2 may only receive Promotable recommendations 8

7. Eval/Fitrep Guidelines
Use the 7 graded performance traits
CWO2, O1-O2, E1-E4 - every 6 mos (Eliminated as of 01 January 1999)
Narrative section small - reduce wordiness
Mandatory remarks for 1.0/5.0
RANKING
Use promotion/job recommendation block
Increases frequency of counseling 6

8. COUNSELING
WHAT DO WE DO . . . 9

9. Counseling Objectives . . .
Identify strengths and shortcomings
Address specific performance problems
Present a performance growth plan
Ensure the member understands their performance during the eval period
Review what is required before next period 10

10. Mid-term Counseling
Individual performing counseling depends on the rank of the individual being counseled ~ For example:
E1-E6, usually the div/dept CPO
E7-E9, usually the dept head
01-03, usually the dept head or XO, sometimes the CO 11

11. Counseling Preparation
By the Supervisor . . .
Determine best time and place
Gather pertinent info
Plan the opening
Plan the approach
Plan the wrap up and review 12

12. Counseling Preparation
By the Member . . .
Complete a personal self-appraisal
Gather info pertinent to your own performance during period 13

13. Counseling sheets . . . What to do
All counseling sheets should be retained in a folder until the member detaches the command
Ensure that the counseling sheets are signed by the member 14

14. Post Counseling Duties
Follow up and monitor . . .
Evaluate the counseling session
Review key issues discussed
Review goals
Initiate follow up actions as necessary
Conduct informal counseling sessions on a regular basis
Bottom line: Help keep the member on track 15

15. FITNESS REPORT AND EVALUATION WRITING16

16. Fitrep/Evaluation Writing
Recommendations
1. Use the instruction
2. Don't make the information public
3. Review the previous evaluation
4. Consider the "whole" individual
5. Assign all marks at the same time for each
competitive category (ie. all MS3's)
6. Attempt to achieve a spread in the marks assigned
7. Never downgrade a new person
8. If a person is not observed, then mark them so... 17

17. Fitrep/Evaluation Writing
Recommendations
9. Place each person in a competitive category before
writing the evaluation
10. Avoid copying previous evaluations
11. Give those deserving recognition the recognition
they deserve
12. Include the individuals contribution to command
awards in the eval (ie. Battle "E")
13. Review the entire evaluation for accuracy before
submitting it "smooth" 18

18. The Comments Section . . . Bullets . . . What are they?
A short, effective phrase that gets the point across without unnecessary verbiage. 19

19. A Bullet Example . . .
Reads: "Undertook the ambitious task of reorganizing the Supply Department storeroom resulting in dramatic improvements in storage space. His new locker plan increased locker utilization by over 50%" But should read . . . 20

20. "Reorganized Supply Department storeroom, increasing locker utilization by over 50%" Short, sweet and to the point Remember, You have very little space for comments 21

21. Different Scenarios 29

22. Types of Reports Detachment of Individual Transfer
Reassignment to new reporting senior
Separation
Retirement
Missing or POW status
Incarceration
Relief
Detachment for cause 30

23. Types of Reports cont Detachment of Reporting Senior
Promotion or Frocking Reports
for E1-E6 getting promoted/frocked to grades of E3-E7 31

24. Types of Reports cont Special Reports Promotion Selection Board
Elimination of Phys. Read. deficiency
Appointment to Officer status (enlisted)
Declining performance/misconduct
RIR
Superior performance
Extension of special report See BUPERSINST Annex D 32

25. Uses for Evals...?
Advancement and retention
Commissions
Duty assignments
Reenlistment opportunities
Types of discharge
Good conduct medal
Remember: Evals should not be the sole method of performance feedback 23

26. Fitness Reports and their uses
Augmentation
Promotions
Detailing
Postgraduate Education
Professional Development Training 24

27. Board for Corrections of
Naval Records
Acts as an appeals court for correction of errors or removal of injustices from fitness reports
Your responsibility to ensure your fitness report is correct
Errors? Petition the board for removal
How? Use the following . . . 25

28. DD149, Application for Correction of Military or Naval Record Under the Provisions of Title 10, USC, Section 1552 26

29. FITNESS
AND
EVALUATION
FORMS
NAVPERS 1610/2
and
NAVPERS 1616/2 27

30. Evals and Fitreps are extremely important career tools
Remember . . .
Evals and Fitreps are extremely
important career tools
and . . . 33

31. NAVY FITREPS AND EVALUATIONS
ARE YOUR
RESPONSIBILITY 34