1. FOR TRAINING USE ONLY Honor – Duty – Respect DRAFT Command Transition --Goal Setting-- 1 April 2014 CAO: 15 Apr 2014

2. FOR TRAINING USE ONLY Honor – Duty – Respect Be a LeadeR All The Time 2

3. FOR TRAINING USE ONLY Honor – Duty – Respect 3 As Promised

4. FOR TRAINING USE ONLY Honor – Duty – Respect Today’s Lineup Quick Review Demo – Company Commander’s Call Goal Setting WORKING DOCUMENT4

5. FOR TRAINING USE ONLY Honor – Duty – Respect REVIEW --QUICK GOUGE-- 5 INSIDE COVER, THE MANUAL Mindset – THE MAIN THING Expectations Skills Feedback Consequences Growth

6. FOR TRAINING USE ONLY Honor – Duty – Respect Briefed to Commandant & Director, KCLE on 3 Apr Key elements: –Four-year emphasis… “every cadet…” –Professionalizing training… “NCO Academy & Officer Academy during 2d semester…” –Rotating cadre… “more leadership experience…more ownership” Continuity: Junior leaders engaged from start Parallel Cadet Proposal --XCOMM-- 6 WORKING DOCUMENT TRANSITION TRAINING – THE LONG VIEW

7. FOR TRAINING USE ONLY Honor – Duty – Respect Agreed on three major objectives to achieve endstate: Internalize Core Values Gain sense of accountability for others Demonstrate professional skills of personal discipline, team skills, and leader skills Agreed on four primary subordinate objectives, to be achieved by graduation: Assess compliance – and create command climate that embraces compliance – with standards and regulations Establish and assess a training environment that develops people Lead people to achieve standards, create resiliency, and develop a team Create and assess personal and unit resiliency (resiliency defined as the ability to persevere and achieve results to performance-based standards, in times of non-crisis and crisis) Essential Elements 7 TRANSITION TRAINING – THE LONG VIEW WORKING DOCUMENT

8. FOR TRAINING USE ONLY Honor – Duty – Respect 4C Map --Prepare-- 8888 WORKING DOCUMENT Problem Solving (for Details) Blue Book Chapter 3 CS 4-2 What Can I Do w/this Major? H 4-3 Honor Refresher H 4-5 Honor Refresher Ethics 4-1 Look in Mirror Ethics 4-2 Make the Right Call Ethics 4-3 Life in Barracks Ethics 4-4 Knob Year Reflection LD A Co Call LD B Co Call Weekly Staff Mtg Weekly Staff Mtg Weekly Staff Mtg Weekly Staff Mtg PLT/Squad training CERT Direction CTM (trainee) Expectations Basic skills Feedback Expectations Basic Skills Feedback Accountability Cohesion Resiliency H 4-4 Spirit of Code HD 4-1 Suicide Awareness AD/SA 4-1 Rules of Road Judgment Index LD Citadel Experience CARE 4-3 Mental Health (Jones) Senior Mentor-4C Personal Training Plan Personal Career Plan 4C Training Problem Solve 4C Training Prof Customs 4C Training Rooms 4C Training Drill 4C training Uniforms Expectations Basic Skills Feedback Simultaneous Ops Weekly Staff Mtg Weekly Staff Mtg Weekly Staff Mtg Weekly Staff Mtg Detail Leader Problem Solving Followership Senior Mentor-4C Personal Training Plan Personal Career Plan Organized at PLT level Executed at SQD level Exercises Standards competitions Prep Consider changing or removing from LTP = Taught to cadets = Practiced/demonstrated Activity = TRANSITION TRAINING – THE LONG VIEW

9. FOR TRAINING USE ONLY Honor – Duty – Respect CTM Way Ahead CTM Training: PLs, PSGs, SLs – 16 Apr –Up to 9 cadets per company Practicum – 23 Apr –Demo personal introduction –Complete scenario with all 5 CTM steps –Receive Co TAC “certification” 9

10. FOR TRAINING USE ONLY Honor – Duty – Respect PriMER Company Commander’s Call WORKING DOCUMENT10

11. FOR TRAINING USE ONLY Honor – Duty – Respect Today’s Learning Outcomes Appreciate intent behind a CDR call Build your CDR Call 11 Points to Ponder: First impression to Knobs – period First impression to whole unit – in CDR or 1SG role

12. FOR TRAINING USE ONLY Honor – Duty – Respect Why Commander’s Call? Put YOU in unit Set expectations Lay out priorities and goals 12 Tone, Tenor & Cohesion

13. FOR TRAINING USE ONLY Honor – Duty – RespectStandards 13 Are these important? What else should be on the list? Priorities/Responsibilities/GoalsPriorities/Responsibilities/Goals HonorHonor DutyDuty RespectRespect Drugs/AlcoholDrugs/Alcohol Hazing/Physical MaltreatmentHazing/Physical Maltreatment Sexual assaultSexual assault Sexual harassment/EEO/religious respectSexual harassment/EEO/religious respect Suicide awarenessSuicide awareness SafetySafety Co TraditionsCo Traditions

14. FOR TRAINING USE ONLY Honor – Duty – Respect Demonstration Company Commander’s Call WORKING DOCUMENT14

15. FOR TRAINING USE ONLY Honor – Duty – Respect BZ Company Commander’s Call MAY 2014 15

16. FOR TRAINING USE ONLY Honor – Duty – Respect Be on time (standards) We…us…our (teamwork) We win…they lose (excellence) Know where we came from (heritage) 16 Be a Leader…All the Time

17. FOR TRAINING USE ONLY Honor – Duty – Respect Expectations 17 We will: Keep academics #1Keep academics #1 Support the Company & CorpsSupport the Company & Corps –Maintain EVERY standard –Grasp opportunities –Take care of each other Command team will: Keep command climate positiveKeep command climate positive Set clear expectationsSet clear expectations Support youSupport you

18. FOR TRAINING USE ONLY Honor – Duty – Respect Company goals Achieve Co average 3.0 TGPA Earn top 25% in parade rankings (in top 5) Earn top 25% in PFT with 100% Co pass rate (in top 5) –1C avg > 2C avg > 3C avg > 4C avg Achieve 100% participation on Leadership Day Achieve positive outcomes & enhance our reputation: –9 Aug – 11 Oct: World-class cadre –11 Oct: Parents’ Weekend –8 Nov: Homecoming –15 Nov: Commandant’s Inspection 18 Be a Leader…All the Time Give Back

19. FOR TRAINING USE ONLY Honor – Duty – RespectStandards 19 Priorities/Responsibilities/GoalsPriorities/Responsibilities/Goals HonorHonor DutyDuty RespectRespect Drugs/AlcoholDrugs/Alcohol Hazing/Physical MaltreatmentHazing/Physical Maltreatment Sexual assaultSexual assault Sexual harassment/EEO/religious respectSexual harassment/EEO/religious respect Suicide awarenessSuicide awareness SafetySafety Co TraditionsCo Traditions

20. FOR TRAINING USE ONLY Honor – Duty – Respect Honor 20 “Honor is the capacity to control the instinctive selfishness that lurks in all of us. It is the tough case- hardened ability to put morality ahead of expediency, duty ahead of deviousness – and to do it instinctively and every time. Honor also means pride in excellence – of every kind; especially excellence of performance.” --General Mark Clark “ ” “A cadet does not lie, cheat, or steal, nor tolerate those who do” 15 The Power of 13 Words

21. FOR TRAINING USE ONLY Honor – Duty – Respect Duty 21 “Duty is the sublimest word in the English language. You should do your duty in all things. You can never do more. You should never wish to do less.” —General Robert E. Lee Squared away… On time… Prepared… To the best of our ability… For everything & all the time

22. FOR TRAINING USE ONLY Honor – Duty – Respect Respect 22 Drugs/Alcohol Hazing Sexual Assault “The one mode or the other of dealing with subordinates springs from a corresponding spirit in the breast of the commander. He who feels the respect which is due to others cannot fail to inspire in them regard for himself, while he who feels, and hence manifests, disrespect toward others, especially his inferiors, cannot fail to inspire hatred against himself.” —Major General John M. Schofield Harassment Suicide Awareness “I cannot trust a man to control others who cannot control himself.” — General Robert E. Lee

23. FOR TRAINING USE ONLY Honor – Duty – Respect Me Chain of Command TAC HA team Janet Shealy/Linda Riedel Counseling Center Chaplain 23 Classmate Sources for Help

24. FOR TRAINING USE ONLY Honor – Duty – Respect What to Remember It’s OUR company – we all have skin in the game OUR company: –Is committed – we care about our standards, our goals & our reputation –Is team-oriented – we take care of each other & help each other succeed –Succeeds when everyone is “a leader” – we feel a sense of obligation to each other & the company 24 Be a Leader…All the Time

25. FOR TRAINING USE ONLY Honor – Duty – Respect Your CALL Week of 5 May WORKING DOCUMENT25

26. FOR TRAINING USE ONLY Honor – Duty – Respect Goal Setting WORKING DOCUMENT26

27. FOR TRAINING USE ONLY Purpose Provide guidance & framework for command team goal development Give command team task to develop Regiment through Company goals NLT 22 Apr –Present goals to Bn & Co TACs on 22 Apr 27

28. FOR TRAINING USE ONLY Mission Analysis The Citadel vision: Achieving excellence in the education and development of principled leaders. The Citadel mission: To educate and develop our students to become principled leaders in all walks of life by instilling the core values of The Citadel in a disciplined and intellectually challenging environment. 28

29. FOR TRAINING USE ONLY Commandant Guidance Lead the Corps (“my vision is the Corps leading the Corps”) Align priorities and goals now, down to Co level Emphasize: –Alignment across battalions and companies –Achievable goals 29

30. FOR TRAINING USE ONLY Commandant Quotes ON LEADING: “Operative word is ‘lead’ (in vision the Corps leading the Corps)” “In communicating, there is ‘speaking’ part & ‘listening’ part – the latter is important” ON GOALS: “Goals don’t just happen, you need a plan to get there” “For goals, I think in threes…make them something you can achieve in 7 months” “Don’t underestimate importance of NOW – maximize preparation for next year now” 30

31. FOR TRAINING USE ONLY Thinking Like Command Teams Clear, important, simple priorities Mission & People Corps-wide focus Inclusive mindset Accountable (share success, own failure) Set expectations early; reinforce often Be visible (human endeavor) Communicate, communicate, communicate Consistency & Standardization Be a leader, all the time 31 Direction, Alignment, Commitment MINDSET ACTIONS

32. FOR TRAINING USE ONLY Direction (Priorities & Goals) --Points to Ponder-- PILLARS Framework Academic Military (Leadership) Physical Effectiveness Moral & Ethical 32 How Many? Measurable from Regiment to Company? Corps Commitment? Relevant over Time? CORPS OPS Framework Guard duty Accountability Significant events (Matriculation, President’s Inspection, etc) Mess decorum CORPS CULTURE Framework Alcohol, Hazing, Mutual Respect Corps Squad Training Honor, Duty, Respect QEP – Ethical Reasoning Accreditation

33. FOR TRAINING USE ONLY THE BASICS Are we committed to the goals for the next year (or beyond)? Are the goals simple enough for the organization to understand them? Are the goals attainable, even if a stretch? Are we able to assess progress along the way? 33 If we answer “NO” to any of the above, re-think the goal

34. FOR TRAINING USE ONLY D Co Goal 1 C Co Goal 1 B Co Goal 1 5 Bn Goal 1 4 Bn Goal 1 3 Bn Goal 1 2 Bn Goal 1 Regiment Goal 1 34 1 Bn Goal 1 A Co Goal 1 SHOW ALIGNMENT ACROSS CORPS DELIVErABLE #1

35. FOR TRAINING USE ONLY ________________________________ –Plan: - –Measures & Assessment: - Proposed Goal 1 35 DELIVErABLE #2 HIGHLIGHT THE PLAN TO ATTAIN GOAL

36. FOR TRAINING USE ONLY SAMPLE 1 Make academics number one emphasis across Corps –Plan: Reduce absences by tracking, ranking, & then rewarding best Co Rank CGPAs by class, by Co in Aug, Dec, May – reward best Co in Dec & May Establish Co study periods –Measures & Assessment: Absences briefed to Co CO & RC monthly CGPAs briefed to Co CO & RC monthly 36

37. FOR TRAINING USE ONLY Increase professionalism & standardization across Corps –Plan: Create SOPs for SMIs & PAIs Brief White Book standards to all units Conduct Regi & BN Staff MRIs/PAIs to grade compliance Track & rank compliance with three-to-four priority items per semester Track CPFT averages by class by company –Measure & Assessment: Track discrepancy rates on priority items after each inspection Brief trends & make adjustments at weekly top 9 meetings Brief CPFT averages by class by company and reward best 4C, best 3C, best 2C, best 1C across the Corps at end of each term 37 SAMPLE 2

38. FOR TRAINING USE ONLY Close the gap between cadet athletes and cadet non-athletes –Plan: Create “The C2 Group” – Commanders & Captains Create pep squads for every team Develop SMI and pep squad participation standards and criteria for recognition Conduct monthly meetings, at minimum –Measure & Assessment: Gain team captain and commander assessment at monthly meetings Track participation rate for each team at every SMI Track pep squad participation rate at every home game 38 SAMPLE 3

39. FOR TRAINING USE ONLY Honor – Duty – Respect RC 13-14 RC 13-14 Priorities Academics, Number 1 Be Ready, Be On Time, From Alpha to Victor We Are One Corps Make the Right Call 39 Responsibilities To yourself To each other To the Corps Midterm Results 3.4 [Dean’s List] 20x Cs 5x Ds 2x Fs

40. FOR TRAINING USE ONLY Honor – Duty – Respect RC 13-14 RC 13-14 Priorities Academics, Number 1 Be Ready, Be On Time, From Alpha to Victor We Are One Corps Make the Right Call 40 Responsibilities To yourself To each other To the Corps Midterm Results 3.4 [Dean’s List] 20x Cs 5x Ds 2x Fs LTP Attendance 1 Approx 65-70% Corps meeting 80% standard Class Absences Spring ‘13 (1/15-3/15): 1877 Fall ‘13 (8/28-10/28): 2702 1 Data represents attendance as of 20 Oct, is cumulative, and reflects following: For 1Cs, percentage of cadets attaining at least 75% attendance (3 of 4) For 2Cs, percentage of cadets attaining at least 86% attendance (6 of 7) For 3Cs, percentage of cadets attaining at least 83% (5 of 6) For 4Cs, percentage of cadets attaining at least 80% (4 of 5)

41. FOR TRAINING USE ONLY Sustaining Focus ALIGNMENT 101 –Commander’s call – Expectations & Attitude –Staff meetings – Focus and assessment for command team & key leaders –MBWA/MBB: Routine reinforcement 41

42. FOR TRAINING USE ONLY Collaborate Priorities & Goal Development 42 Commandant Emphasis Items Alignment across Battalions & Companies Achievable Goals

43. FOR TRAINING USE ONLY Over the Next Week Solidify priorities & goals –Brief back to TACs on 22 Apr –See Draft Slide Deck in back up slides Work out organizational battle rhythm— that’s how we keep alignment & focus –Commander’s call –Staff meetings –Routine reinforcement, interim assessments 43

44. FOR TRAINING USE ONLY BACKUP SLIDES 44

45. FOR TRAINING USE ONLY Goals SY 2014-2015 45 X Battalion

46. FOR TRAINING USE ONLY ________________________________ Regimental Commander Expectations & Key Themes 46 What’s Important to the RC?

47. FOR TRAINING USE ONLY ________________________________ Regimental Commander Goals 47

48. FOR TRAINING USE ONLY ________________________________ Supporting X Battalion Commander Goals 48 How do battalion goals support regiment?

49. FOR TRAINING USE ONLY ________________________________ –Plan: - –Measures & Assessment: - X Co Goal 1 49 Emphasize the plan to achieve success

50. FOR TRAINING USE ONLY ________________________________ –Plan: - –Measures & Assessment: - X Co Goal 2 50 Emphasize the plan to achieve success

51. FOR TRAINING USE ONLY ________________________________ –Plan: - –Measures & Assessment: - X Co Goal 3 51 Emphasize the plan to achieve success

52. FOR TRAINING USE ONLY ________________________________ –Plan: - –Measures & Assessment: - X Co Goal 4 52 Emphasize the plan to achieve success

53. FOR TRAINING USE ONLY ALL COMPANIES PRESENT GOALS 53

54. FOR TRAINING USE ONLY RC goals developed in collaboration with us Our goals fully support regimental goals Key strengths for our goals: –Simple (& I am in love with them) –We can rally around them They offer rewards, from bragging rights to passes –We can assess progress (or lack thereof) routinely with battle rhythm Battalion Commander Words 54 BATTALION COMMANDER CLOSES OUT BRIEF EXAMPLE ONLY

55. FOR TRAINING USE ONLY Approve SY14-15 goals for execution Recommendation 55

56. FOR TRAINING USE ONLY QUESTIONS & COMMENTS 56