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Chapter 3

Chapter 3. PLANNING. As of 14 Jan 00. Enabling Learning Objectives. A. Define the planning horizons, assessments, commander's guidance, and calendars/schedules in relation to long-range, short-range, and near-term planning.

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Chapter 3

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  1. Chapter 3 PLANNING As of 14 Jan 00

  2. Enabling Learning Objectives A. Define the planning horizons, assessments, commander's guidance, and calendars/schedules in relation to long-range, short-range, and near-term planning. B. Describe the relationship between unit assessment and training strategies done in long range planning. C. Explain training assessment ratings of "T" (trained), "P" (needs practice), and "U" (untrained). D. Briefly describe both time management systems. E. Describe the purposes of a Quarterly Training Brief (QTB) and Quarterly Training Guidance (QTG). F. Define pre-execution checks. G. Describe the elements/principles found in conducting an effective training meeting.

  3. Training Planning Process METL LEADS TO COMMANDER’S GUIDANCE TRAINING PLANS ASSESSMENT BASIS FOR TRAINING EXECUTION EVALUATION AND TRAINING FEEDBACK FM 25-101 PG 3-2

  4. 3 Planning Horizons • Long Range Plan (1 year out) results in Long Range Training Calendar • Short Range Plan (1 quarter out) results in QTG, QTC, and QTB • Near Term Plan (6-8 weeks out) results in training meeting and schedule. ELO A

  5. Long-Range Planning Process • Starts with unit assessment • Battalion commanders publish planning calendars (long-range guidance). • Commander’s training strategy determines training requirements. COMMANDER’S GUIDANCE UNIT ASSESSMENT PRODUCES LONG-RANGE CALENDAR ELO B FM 25-101 PG 3-2

  6. Commander’s Guidance • Command training guidance (CTG) is required for brigade level and higher. • Long-range planning calendars are required for battalion level and higher. • Looks out one year, published four months prior to start of the FY (AC) • Looks out three years, published six months prior to start of the FY (RC) FM 25-101 PG 3-3

  7. T, P, U Assessment • Commander’s assessment of training proficiency on METL tasks is rated: • “T” (Trained) • Can perform task to standard • Only sustainment training needed • No significant shortcomings • “P” (Needs Practice) • Can perform task with some shortcomings • Complete retraining not required • Refresher training required • “U” (Untrained) • Cannot perform task to standard • Prepare comprehensive training strategy • Retrain all supporting tasks not performed to standard ELO C FM 25-101 PG 3-13

  8. Unit Assessment • Compares current level of training with the Army standard. • Is a continuous process. • Commander bases assessment on • Personal observation. • Evaluation results. • Training/qualification records. • Input from key subordinates (feedback loop). ELO C FM 25-101 PG 3-2

  9. Training Assessment • Required for each METL task • Snapshot of current collective, leader, and soldier task proficiency • Compares task proficiency to Army standard • T, P, or U rating • Used to determine QTG/YTG ELO C FM 25-101 PG 3-8

  10. Time Management System • Protects training time for subordinate units • Three-cycle system (green-amber-red) • Prime time training • Mission • Support • Two-cycle system more common in CS, CSS, and RC units • Prime time training • Support/administration • Important in RC to maximize limited training time • Slice units’ systems should align with supported units ELO D FM 25-101 PG 3-6

  11. Time Management SystemsGreen-Amber-Red • Green • Multiechelon collective, leader, and soldier tasks • All soldiers at training • Resourced • Minimal administrative distracters • Amber • Small unit, crew, leader, and soldier training • Limited collective training for select units • Individual education and training classes • Periodic services performed • Fill support requirements only after red • Available for EDRE ELO D FM 25-101 PG 3-7

  12. Time Management SystemsGreen-Amber-Red • Red • Supports training of units in green cycle • Supports missions accomplished with unit integrity • Limited soldier, leader, crew training • Maximum leaves and passes • Routine medical, dental, and admin actions Examples: Post supportHoliday Half-days JRTC NTCGunnery FTX Weapons Qualification ELO D FM 25-101 PG 3-7

  13. Prepare the Long-Range Training Calendar • Post the time management system (green-amber-red) • Post required training events • Schedule other requirements • Schedule unit-controlled exercises and training • Note: AC units may use SATS FM 25-101 PG 3-7

  14. Short-Range Planning Process (DRAFT) QTG (AC) QTC (AC) UNIT ASSESSMENT PRODUCES TRAINING ASSESSMENT (DRAFT) YTG (RC) YTC (RC) QTG QTC QTB (AC) PUBLISH YTG YTC YTB (RC) FM 25-101 PG 3-8

  15. Commander’s Guidance (QTG/YTG) • Converts long-range strategy into detailed training plans • Who, what, when, where to train • Provided in the QTG(AC) and YTG (RC) • Unit assessment • Priorities • Slice integration • Multiechelon training • Resources • New equipment impact • Maintenance ELO E FM 25-101 PG 3-19

  16. Quarterly and Yearly Training Briefing • Briefed to commanders two levels above • Discusses past, present, and future training • Slice commanders participate • CSM/1SGs brief • Results in training agreement/written contract • Senior commander resources • Subordinate commander executes • Part of leader development program ELO E FM 25-101 PG 3-26

  17. Short-Range Planning Calendars (QTC/YTC) • Published with the QTG(AC) and YTG(RC) • Graphically depict QTG/YTG events • AC units may use SATS to prepare • Posted where soldiers can read them • May be prepared at company and below as a management tool FM 25-101 PG 3-23

  18. Near-Term Planning • Covers 6-8 week period prior to execution of training • Weekly training meetings are required at battalion and company level • Commander runs meeting with assistance from CSM/1SG • Training issues only • Bottoms-up input of training needs • Approved training schedule published 4-6 weeks out • Once published, training is locked-in • Constitutes a lawful order • Who approves company training schedule? FM 25-101 PG 3-27

  19. Pre-Execution Checks • The informal planning and detailed coordination conducted during preparation for training. • Become increasingly detailed during the near term phase. • Key to ensuring trainers and soldiers are adequately prepared to conduct training to Army standard. • Ensures that all planning and prerequisite training (soldier, leader, and collective) are conducted prior to the execution of training. ELO F FM 25-101 PG 3-36

  20. Battalion Commander CSM XO Company Cdrs 1SGs Specialty Plt Ldrs Slice Ldrs Bn Primary Staff Bn Special Staff Bn Opns NCO Company Commander 1SG XO Plt Ldrs Plt Sgts NBC NCO Motor Sgt Supply Sgt Slice Team Reps Other Key Leaders Training Meeting Participants Platoons have informal meetings to discuss training and collect feedback from subordinate leaders ELO G FM 25-101 PG 3-19

  21. Training Meeting Agenda • Review QTC/YTC • Review training conducted (assess training) • Refine and lock-in upcoming (near-term) training • Review pre-execution checks • Plan and coordinate training to address unit training needs and support requirements ELO E FM 25-101 PG 3-29

  22. Near-Term Training Identify collective and soldier tasks Prepare draft training schedules Request training resources Request CL I, III, IV, V Begin pre-execution checks Commander approves final training objectives Confirm support requests Provide soldier tasks for integration (key NCOs) Identify trainer rehearsal requirements Identify training distracters and begin to eliminate T6 T5 FM 25-101 PG 3-32

  23. Near-Term Training T4 Sign and lock-in training schedules Lock-in resources Identify and brief trainers/assistant trainers Post schedules in unit areas Begin rehearsals Ensure distracters are under control Fight hard to prevent/stop changes Intensify rehearsal and preparation periods Conduct back-briefs Begin gathering training aids and supplies T3 T2 FM 25-101 PG 3-32

  24. Near-Term Training Complete pre-execution checks Obtain training aids Complete rehearsals Stop changes to scheduled training Brief soldiers on training Begin pre-combat checks Execute training Conduct AARs T1 T FM 25-101 PG 3-32

  25. Preparation for Training • Formal planning ends with publication of training schedules. • Informal planning and detailed coordination continues (pre-execution checks). • Prerequisite training is completed. • Leaders are trained and rehearsed. • Thorough preparation is the key to good training. FM 25-101 PG 3-36

  26. Chapter 3 Summary • Commander’s assessment is basis for planning training. • Commander’s guidance provides intent and focuses training. • Time management system protects prime training time. • Training assessment results in T,P,U rating based on Army standard. • Training briefings and meetings are key to planning. • Multiechelon training maximizes best use of time and resources.

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