Command Transition -- Goal Setting--

1. DRAFT Command Transition--Goal Setting-- April 2014 CAO: 15 Apr 2014

2. Be a LeadeRAll The Time

3. As Promised

4. Today’s Lineup • Quick Review • Demo – Company Commander’s Call • Goal Setting WORKING DOCUMENT

5. REVIEW--QUICK GOUGE-- • INSIDE COVER, THE MANUAL • Mindset – THE MAIN THING • Expectations • Skills • Feedback • Consequences • Growth

6. TRANSITION TRAINING – THE LONG VIEW Parallel Cadet Proposal--XCOMM-- • 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 WORKING DOCUMENT

7. TRANSITION TRAINING – THE LONG VIEW Essential Elements • 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) WORKING DOCUMENT

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

9. 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”

10. PriMER Company Commander’s Call WORKING DOCUMENT

11. Today’s LearningOutcomes Points to Ponder: First impression to Knobs – period First impression to whole unit – in CDR or 1SG role Appreciate intent behind a CDR call Build your CDR Call

12. Why Commander’s Call? Tone, Tenor & Cohesion Put YOU in unit Set expectations Lay out priorities and goals

13. Standards • Priorities/Responsibilities/Goals • Honor • Duty • Respect • Drugs/Alcohol • Hazing/Physical Maltreatment • Sexual assault • Sexual harassment/EEO/religious respect • Suicide awareness • Safety • Co Traditions Are these important? What else should be on the list?

14. Demonstration Company Commander’s Call WORKING DOCUMENT

15. Commander’s CallMAY 2014 BZ Company

16. Be on time (standards) • We…us…our (teamwork) • We win…they lose (excellence) • Know where we came from (heritage) Be a Leader…All the Time

17. Expectations We will: • Keep academics #1 • Support the Company & Corps • Maintain EVERY standard • Grasp opportunities • Take care of each other Command team will: • Keep command climate positive • Set clear expectations • Support you

18. 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 Give Back Be a Leader…All the Time

19. Standards • Priorities/Responsibilities/Goals • Honor • Duty • Respect • Drugs/Alcohol • Hazing/Physical Maltreatment • Sexual assault • Sexual harassment/EEO/religious respect • Suicide awareness • Safety • Co Traditions

20. Me Chain of Command TAC HA team Janet Shealy/Linda Riedel Counseling Center Chaplain Sources for Help • Classmate

21. 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 Be a Leader…All the Time

22. Your CALLWeek of 5 May WORKING DOCUMENT

23. Goal Setting WORKING DOCUMENT

24. 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

25. 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.

26. 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

27. 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”

28. 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 MINDSET ACTIONS Direction, Alignment, Commitment

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

30. 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? If we answer “NO” to any of the above, re-think the goal

31. DELIVErABLE #1 A Co Goal 1 Regiment Goal 1 B Co Goal 1 C Co Goal 1 Regiment Goal 1 Regiment Goal 1 D Co Goal 1 1 Bn Goal 1 Regiment Goal 1 2 Bn Goal 1 3 Bn Goal 1 4 Bn Goal 1 5 Bn Goal 1 SHOW ALIGNMENT ACROSS CORPS

32. DELIVErABLE #2 Proposed Goal 1 • ________________________________ • Plan: • - • - • - • Measures & Assessment: • - • - • - HIGHLIGHT THE PLAN TO ATTAIN GOAL

33. 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 NOTIONAL

34. SAMPLE 2 • 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 NOTIONAL

35. SAMPLE 3 • 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 NOTIONAL

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

37. RC 13-14 Priorities Midterm Results 3.4 [Dean’s List] 20x Cs 5x Ds 2x Fs • Academics, Number 1 • Be Ready, Be On Time, From Alpha to Victor • We Are One Corps • Make the Right Call LTP Attendance1 Approx 65-70% Corps meeting 80% standard Class Absences Spring ‘13 (1/15-3/15): 1877 Fall ‘13 (8/28-10/28): 2702 Responsibilities • To yourself • To each other • To the Corps • 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)

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

39. Priorities & GoalDevelopment Collaborate Commandant Emphasis Items Alignment across Battalions & Companies Achievable Goals

40. 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

41. BACKUP SLIDES

42. Goals SY 2014-2015 X Battalion

43. Regimental Commander Expectations & Key Themes • ________________________________ • ________________________________ What’s Important to the RC?

44. Regimental Commander Goals • ________________________________ • ________________________________ • ________________________________ • ________________________________

45. Supporting X Battalion Commander Goals • ________________________________ • ________________________________ • ________________________________ • ________________________________ How do battalion goals support regiment?

46. X Co Goal 1 • ________________________________ • Plan: • - • - • - • Measures & Assessment: • - • - • - Emphasize the plan to achieve success

47. X Co Goal 2 • ________________________________ • Plan: • - • - • - • Measures & Assessment: • - • - • - Emphasize the plan to achieve success

48. X Co Goal 3 • ________________________________ • Plan: • - • - • - • Measures & Assessment: • - • - • - Emphasize the plan to achieve success

49. X Co Goal 4 • ________________________________ • Plan: • - • - • - • Measures & Assessment: • - • - • - Emphasize the plan to achieve success

50. ALL COMPANIES PRESENT GOALS