Attachment 3 Exhibits A-S M0026320R1001.pdf

PDF 9 MB Posted

Attached to
Sales Forces Training Materials and Services
Solicitation number
M00263-20-R-1001
Issued by

View the file

Other files

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

Marine Corps Communication, Coaching and Counseling MC4

FACILITATOR GUIDE - SNCOIC

M arine Corps Com m unication, Coaching and Counseling M

C4

FACILITATOR GU

IDE - SN

COIC

FACILITATOR GUIDE - RMC

R O

LE

S

A

ND

R E

S P

O N

S

IB

ILITIE

S

P

AR

A N

D R

R

TR

A

IN

IN

G

TR

A

IN

IN

G

LIB

R

A R

Y A

N D

FA

C

ILITATIO

N

AN

N

U

AL

TR

A

IN

IN

G P

LAN

O

N G

O

IN

G R

S

TR

A

IN

IN

G

P R

O G

R A

M O

VE

R

VIE

W

A N

D P

R E

PA

R

ATIO

N

K I C K O F F

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

W E

E K

K

IC

K

FF

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

O N G O I N G

R S

T R A I N I N G

W E

E K

K

IC

K

FF

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N S

TR

U

C

TU

E

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

E

XE

C U

TIN

G

M

IS

S

IO

N

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

H S

/C C

P R

O G

R A

M

LE

S

A

ND

R E

S P

O N

S

IB

ILITIE

S

P

AR

A N

D R

R

TR

A

IN

IN

G

TR

A

IN

IN

G

LIB

R

A R

Y A

N D

FA

C

ILITATIO

N

AN

N

U

AL

TR

A

IN

IN

G P

LAN

O

N G

O

IN

G R

S

TR

A

IN

IN

G

P P

C P

R O

G R

C K O F F

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

P O

O L P

R O

G R

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

O N G O I N G

R S

T R A I N I N G

C O

M M

A N

D R

E C

R U

ITIN

G

P R

O G

R

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N S

U P

P O

R

TIN

G

TH

E O

S S

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

C O

N D

U C

TIN

G

S

ITE

VIS

ITS

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

A C

TIVITY R

E

P O

R

TIN

G A

N D

A N

A

LYS

IS

LE

S

A

ND

R E

S P

O N

S

IB

ILITIE

S

P

AR

A N

D R

R

TR

A

IN

IN

G

TR

A

IN

IN

G

LIB

R

A R

Y A

N D

FA

C

ILITATIO

N

AN

N

U

AL

TR

A

IN

IN

G P

LAN

O

N G

O

IN

G R

S

TR

A

IN

IN

G

C G

P

C K O F F

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

A N N U A L

T

RA

I N I N G

PLA

N O N G O I N G

R S

T R A I N I N G

W R

A P

U P

C K O F F

R O L

ES

A N

D R

ES

PO

N

SI

B I

LITIE

S

PA

R

A

ND

R R

T R A I N I N G

T R A I N I N G

L I B R A

RY

A N D

FA

C I L I

TAT

I O N

O N G O I N G

R S

T R A I N I N G

S U

P P

O R

T M

ATE

R

IA

LS

SECTION 1: RMC PROGRAM OVERVIEW AND PREPARATION

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

PROGRAM OVERVIEW AND PREPARATION

SECTION 1: RMC PROGRAM OVERVIEW AND PREPARATION

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

OVERVIEW

Week Two of RMC is dedicated to familiarizing the new Command Group Member with the operation of the Recruiting Station. Modules introduce Systematic Recruiting and the various programs and processes by which we accomplish our mission - make shipping and build pool.

LEARNING OBJECTIVES

Each module has its own set of learning objectives for the participant:

Structure Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand key factors that influence structure

• Recognize the impact structure has on the success of the recruiting mission

Executing the Recruiting Mission Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the RS recruiting mission and the flow of mission planning for the RS and RSSs

• Be familiar with the variables that can impact an RSS’s or RS’s ability to execute and achieve the mission

• Use available reporting tools to aid in planning and executing the mission

High School / Community College Program Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the factors that influence High School/Community College program success

• Understand the HS/CC annual cycle

• Analyze information that can be used to assess and contribute to High School/Community

College program success

• Contribute to the success of the program in your RS

PPC Program Learning Objectives Upon completion of this module, you will be better able to:

• Understand the factors that influence PPC program success

• Analyze information that can be used to assess PPC program success

• Contribute to the success of the PPC program in your RS and your RSSs

SECTION 1: RMC PROGRAM OVERVIEW AND PREPARATION

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

Pool Program Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the factors that influence Pool program success

• Analyze information that can be used to assess Pool program success

• Contribute to the success of the Pool program in your RSS

Command Recruiting Program Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the factors that influence Command Recruiting program success

• Analyze information that can be used to assess Command Recruiting program success

• Contribute to the success of the Command Recruiting program in your RS and RSSs

Conducting Site Visits Module Learning Objectives Upon completion of this module, you will be better able to:

• Identify the different types of site visits Command Group members conduct.

• Understand the importance and impact complete and accurate Trip Reports have on supporting your visits.

Activity Reporting and Analysis Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the importance of Activity Reports, how they are created and how they are used.

• Understand how analyzing activities in the RS can help diagnose the reasons behind both problems and successes and uncover ways to maintain or improve the performance of the RS.

CGAP Module Learning Objectives Upon completion of this module, you will be better able to:

• Understand the Command Group Action Planning (CGAP) Process

• Explore some best practices for the variety of ways to effectively conduct a CGAP meeting

• Practice preparing for and participating in a CGAP meeting (coding, creating and executing priorities and decision making)

• Use available tools to aid in the CGAP process

SECTION 2: RMC WEEK 1 KICKOFF PROGRAM FACILITATION INSTRUCTIONS

PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: This portion of RMC (up to, but not including, MC5) is intended to be conducted in a large room with all RMC participants, preferably seated at round tables of approximately 6-8 participants each.

On a table at the front of the room are 5 tent cards labeled RI, XO, OpsO, SgtMaj, and CO.

Ideally, seat participants so that they are already in their groups for breakouts. This will allow group leaders to listen in and get a sense of participants’ points of view, etc. during the activity.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

KICKOFF (3 HOURS, 55 MINUTES)

Activity Timing

Power Opening: RS Anytown 40 minutes

Video: RMC “Big Themes” 30 minutes

Agenda and Housekeeping 10 minutes

Evolution of Recruiting 30 minutes

Command Kickoff 30 minutes

Brief and Activity: “You Are Here” – MCRC Geography and Facts 20 minutes

Brief: MCRC Organizational Structure 10 minutes

Activity: Welcome to RS Anytown 60 minutes

Forces on Call 5 minutes

40 MINUTES

POWER OPENING: RS ANYTOWN

DISPLAY SLIDE

DISPLAY SLIDE #1.--UNIT TITLE SLIDE

WELCOME

PARTICIPANTS

• Welcome participants to the Recruiting Management Course (RMC).

• Do not provide an agenda or conduct introductions at this time. Move right into instructions for the Power Opening activity.

SECTION 2: RMC WEEK 2 KICKOFF PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

WEEK 2 KICKOFF (1 HOUR, 45 MINUTES)

Activity Timing

Week 2 Kickoff 20 minutes

Activity: Enlisted Recruiting Process 45 minutes

KSSA and Peak Performance 20 minutes

Activity: Programs and Terms 20 minutes

20 MINUTES

WEEK 2 KICKOFF

DISPLAY

SLIDE

WELCOME

PARTICIPANTS

• Welcome participants to Week 2 of RMC.

RECRUITING MANAGEMENT

COURSE (RMC)

WEEK 2 KICKOFF

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: This kickoff can be conducted in either the smaller group rooms or the large full-group room.

Note: Be sure to display the RS Anytown wall chart, the MC5 wall chart A, Effective Command Group Member wall chart, MC5 wall chart 8, MC3 model, the ERP banner, and the Officer Procurement Process (OPP) banner in all rooms for ready reference throughout Week 2.

Note: Inform students of location of Command Group Handbook on the portal.

WALL CHART

DISPLAY WALL CHART A.--ACCOMPLISHING THE RECRUITING MISSION

MAKE THESE

POINTS

REFER TO WALL CHART, AND MAKE THESE POINTS:

• Last week, you participated in MC5 and focused on the Sales and

Leadership aspects of accomplishing the recruiting mission.

• You learned the consultative approach to recruiting – MC3 – which is the fundamental approach the Marine Corps takes to selling.

• You also learned an approach to coaching – MC4 – that assumes value in our Marines on recruiting duty and sustains and improves performance.

• This week, we’ll focus on the Systematic Recruiting part of your role as a Command Group member.

DISPLAY SLIDE #2.--RMC WEEK 2

REVIEW

AGENDA AND

HOUSE-

KEEPING

• Review Agenda for Week 2.

• Address any important housekeeping issues.

RMC WEEK 2

• Customize this slide for each RMC Course, as appropriate

FACILITATOR NOTES

SECTION 2: RMC STRUCTURE PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

STRUCTURE (3 HOURS, 20 MINUTES)

Activity Timing

Overview: What Are Your Assets? 15 minutes

Reading and Discussion: Structure Guidelines 75 minutes

Discussion: The Asset Map 20 minutes

Activity: Know Your Assets - The Asset Map 30 minutes

Discussion: Structure Analysis Worksheet 25 minutes

Activity: Know Your Assets: Analyze Structure 35 minutes

15 MINUTES

OVERVIEW: WHAT ARE YOUR ASSETS?

DISPLAY TITLE

INTRODUCE

TOPIC

• Introduce the topic of Structure.

• Explain the importance of understanding how the RS is set up in relation to assets available.

SAY

• The Enlisted Recruiting Process provides the rules of the game – the steps to follow in order to move individuals through the process to becoming a Marine.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

While those activities will still be effective as leader-led, they will be most effective if conducted as group activities, per the instructions in this Facilitator Guide.

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

RS CALENDAR

• It’sMay,andthenewCOofRSAnytownrecently
completedRMC
• TheXOismeetingwiththeCOandexplainingthe
StructureAnalysisjustcompleted
• TheCOwillneedtobriefthe
districtabouttheirstructure–
thechangesproposedandwhy

SAY CONT’D

• To successfully play the recruiting “game,” you need to be sure you understand your assets, have the right playing field, and have the correct number of players.

• That is where the Structure of your RS and the RSSs comes in.

DISPLAY SLIDE #2.--RS CALENDAR

• It is May 9, and Maj West, the new CO of RS Anytown, is preparing to sit down with Capt Josten to discuss the recently completed Structure Analysis.

• Later this month, Maj West will need to brief the district on the structure of RS Anytown, explain the changes proposed and why.

• Maj West is aware of several issues in the RSSs. You may recall that RSS Millport was having issues with obtaining contracts at 2 of the Priority One high schools. Maj West wants to understand whether the structure of this or any of the RSSs is making it difficult to make mission.

• Let’s make sure we all understand what is meant by “the structure of an RS” and how important this analysis is in ensuring that all of your RSSs are able to make mission.

REFER TO

PARTICIPANT

GUIDE

• Your Participant Guide will be used throughout the module for brief reading and written activities, and additional materials will be distributed as necessary.

• Read the Introduction in the Participant Guide, page 1.

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

STRUCTURE

• TheproperstructureistheresponsibilityoftheCO
• TheXO,assistedbyvariousotherCommandGroup
members,completestheRSStructureAnalysis
• TheCOshouldreviewtheStructureAnalysisas
soonaspossibleafterreportingforduty
• Afterthat,ananalysiswillbecompletedeveryyear
bytheendofMay/Juneandsubmittedtothe
DistrictCommandingOfficer

STRUCTURE AGENDA

• Overview: What Are Your Assets?

• Volume III Reading and Debrief

• Know Your Assets: The Asset Map

• Discussion: Structure Analysis Worksheet

DISPLAY SLIDE #3.--STRUCTURE AGENDA

AGENDA

• Review the agenda.

• Ask for additional objectives that participants wrote. Record these on a turn chart for future reference.

ASK

• What questions do you have about the objectives or agenda for the module? Answer any questions

• What additional objectives did you add, if any? Gather a few responses, and record on a turn chart.

DISPLAY SLIDE #4.--STRUCTURE

• The proper location of the RSSs and allocation of recruiting assets within the RS are critical to the RS’s ability to consistently make mission.

• The proper structure is the responsibility of the CO.

• The XO, assisted by various other Command Group members, completes the RS Structure Analysis.

SECTION 2: RMC EXECUTING THE RECRUITING MISSION PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

EXECUTING THE RECRUITING MISSION (1 HOUR, 40 MINUTES)

Activity Timing

Kickoff 15 minutes

Overview: The Mission Cycle 20 minutes

Mini Case Activity: Variables Affecting Mission Execution 45 minutes

Review and Discussion: Commander’s Attainment Report 20 minutes

KICKOFF

• Introduce the topic of Executing the Recruiting Mission.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

• It is late April, and the OpsO has received the monthly Mission Letter from the District.

• She is now generating the RS Mission Plan for May and the RSS Mission Letters, and she is concerned, especially about Clifftown.

• Because of the shipping holes and pool moves, they are at risk of not making annual mission. They are not alone – other RSSs also are potentially in trouble.

• The OpsO and the CO want to refocus the entire Command Group on mission planning and executing on the mission.

DISPLAY SLIDE #3.--EXECUTING THE RECRUITING MISSION AGENDA

• Review the agenda for the module.

RS CALENDAR

• Itislate April,andtheOpsO receivedthemonthly
MissionLetterfromtheDistrict
• TheOpsO isnowgeneratingtheRSMissionPlanfor
MayandtheRSSMissionletters

• She is concerned – specifically about Clifftown

• Becauseoftheshippingholesandpoolmoves,they
areatriskofnotmakingannualmission
• Theyarenotalone– otherRSSsalsoare
potentiallyintrouble

EXECUTING THE RECRUITING MISSION

• Kickoff'and'Overview:'The'Mission'Cycle ' ''

• Ac9vity:'Variables'Affec9ng'Mission'Execu9on'

• Review'and'Discussion:'Commander’s'AEainment' Report'

TRANSITION

• Next, let’s briefly review reports you can use to further understand and plan to execute on your mission.

REVIEW AND DISCUSSION: COMMANDER’S ATTAINMENT REPORT

• Let’s take a moment to review useful reports for Mission Planning and Execution: the Commander’s Attainment Report (CAR).

SLIDES

DISPLAY SLIDES #7-9.--COMMANDER’S ATTAINMENT REPORT, PARTS 1-

FACILITATOR-

LED

DISCUSSION

• Walk participants through the CAR examples.

COMMANDER’S ATTAINMENT REPORT, PART 1

COMMANDER’S ATTAINMENT REPORT, PART 2

COMMANDER’S ATTAINMENT REPORT, PART 3

SECTION 2: RMC HS/CC PROGRAM PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

HIGH SCHOOL/COMMUNITY COLLEGE PROGRAM (2 HOURS, 20 MINUTES)

Activity Timing

Kickoff: Overview 20 minutes

Activity: HS/CC Program Timing Cycle 30 minutes

Activity: Volume III Review and Reports Focus 60 minutes

Practical Application 30 minutes

KICKOFF: OVERVIEW

• Introduce the topic of the High School/Community College (HS/CC) program.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

• It is mid-May and the end of the high school year.

• Millport fell behind and never recovered this year.

• The XO and OpsO plan to visit Millport to work with the SNCOIC on the High School/Community College program for next year.

DISPLAY SLIDE #3.--HIGH SCHOOL/COMMUNITY COLLEGE PROGRAM

• It is mid-May and the end of the high school year

• Millport fell behind and never recovered this year

• TheXOandOpsOplantovisitMillporttoworkwith
theSNCOIContheHighSchool/CommunityCollege
programfornextyear

HIGH SCHOOL/COMMUNITY COLLEGE

PROGRAM AGENDA

• Kickoff: Overview

• Activity: HS/CC Program Timing Cycle

• Activity: Volume III Review and Reports Focus

• Practical Application

SECTION 2: RMC PPC PROGRAM PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

PRIORITY PROSPECT CARD (PPC) PROGRAM (2 HOURS)

Activity Timing

Reading and Discussion: Priority Prospect Card (PPC) Program— What, Why, and How

30 minutes

Getting to Know the Priority Prospect Card 10 minutes

Activity: RS Anytown PPC Monthly Report 40 minutes

Activity: Practical Application — How Does Your PPC Program Measure Up?

40 minutes

30 MINUTES

READING AND DISCUSSION: PRIORITY PROSPECT CARD (PPC)

PROGRAM — WHAT, WHY, AND HOW

• We’ve talked about how every Command Group member’s primary responsibility is to enable the success of every recruiter. When properly managed by the recruiter, SNCOIC, and the Command Group, PPCs are an easy way for recruiters to identify and reach out to prospects who’ve expressed an interest in the Marine Corps.

• Introduce the topic of the PPC program.

RECRUITING MANAGEMENT

COURSE (RMC)

PRIORITY PROSPECT CARD

(PPC) PROGRAM

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

While those activities will still be effective as leader-led, they will be most effective if conducted as group activities, per the instructions in this Facilitator Guide.

Note: OpsOs will learn more about the distribution of Officer PPCs and ROTC PPCs in the Ops course.

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

• It is late May, and the OpsO of RS Anytown (Capt Akley) is planning a visit to RSS Branford Gap. The RI also will go on that visit.

• There’s been a lot of turbulence at Branford Gap, and the OpsO sees that they have a lot of past-due PPCs.

• The OpsO is going there to better understand the situation and coach the SNCOIC to help get this RSS’s PPC program back on track.

• To help you to follow along, let’s be sure you understand how the PPC program works and who has primary responsibility for the program.

DISPLAY SLIDE #3.--PPC PROGRAM AGENDA

• It’slateMay,andtheOpsO ofRSAnytownis
planningavisittoRSSBranfordGap
• TheRIalsowillgoonthatvisit
• TheRSShasmanypast-duePPCs
• TheOpsO isgoingtheretounderstandwhat’s
happeningandcoachtheSNCOIConthesituation

PPC PROGRAM AGENDA

• Reading and Discussion: Priority Prospect Card (PPC) Program— What, Why, and How

• Getting to Know the Priority Prospect Card

• Activity: RS Anytown PPC Monthly Report

• Activity: Practical Application — How Does Your PPC Program Measure Up?

SECTION 2: RMC POOL PROGRAM PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

POOL PROGRAM (2 HOURS, 30 MINUTES)

Activity Timing

Overview – Whose Pool Program Is It? 10 minutes

Activity: Understanding the Pool Program 80 minutes

Activity: Pool Functions 30 minutes

Practical Application – How Does Your Pool Program Measure Up? 30 minutes

10 MINUTES

OVERVIEW – WHOSE POOL PROGRAM IS IT?

• Introduce the topic of the Pool Program.

• Mention that one of the “big themes” is that every Command Group member’s job is to ensure the success of every recruiter, and working to ensure a successful Pool program is an important part of that.

• It is May and the SgtMaj of RS Anytown is planning a visit to RSS Clifftown

• The RSS has been having trouble getting the Pool program on track

• There have been too many pool moves, recruiters not involved with pools, etc.

• SgtMaj is going there to continue to coach the

SNCOIC on the situation

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

POOL PROGRAM AGENDA

• Overview – Whose Pool Program is it

• The Pool Card, Pool Report, and Pool Issues

• Practical Application – How Does Your Pool Measure Up?

• It is May, and the SgtMaj of RS Anytown (SgtMaj Jeffrie) is planning a visit to RSS Clifftown.

• This RSS has had a lot of trouble getting the Pool program on track.

• There have been a lot of pool moves (coordinated between the SNCOIC and the Ops Chief), as well as recruiters who are not involved enough with their pools.

• The SgtMaj is going there to continue to coach and help get this RSS Pool program back on track.

• To help you follow along, let’s be sure you understand the importance of and responsibilities for the Pool program.

DISPLAY AGENDA SLIDE #3.--

POOL PROGRAM AGENDA

GUIDE

• Your Participant Guide will be used throughout the module for brief reading and written activities, and additional materials will be distributed as necessary.

• Read the Introduction on Participant Guide, page 1.

• Ask what questions the group has about the objectives or the agenda.

SECTION 2: RMC COMMAND RECRUITING PROGRAM PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

COMMAND RECRUITING PROGRAM (1 HOUR, 20 MINUTES)

Activity Timing

Command Recruiting Program – What, Why and How 20 minutes

Activity: Help Me Get Promoted 15 minutes

Activity: RS Anytown Report Analysis 30 minutes

Practical Application – How is Your Command Recruiting Program? 15 minutes

COMMAND RECRUITING PROGRAM — WHAT, WHY AND HOW

• Introduce the topic of the Command Recruiting Program.

• We’ve talked about how recruiting is a marathon and not a sprint. If you’ve ever run a marathon, you’ve probably been given water or food from helpful people along the race route. They are not running in the race but are there to support your efforts in an important way.

• You can think of Command Recruiters as you would those helpful supporters – not in the race, but able to ease the burden if they know what to do and when to do it.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

• It’s mid-May, and the RI of RS Anytown is planning a visit to RSS Millport.

• The RSS has no Command Recruiters lined up for June.

• The RI is conducting a visit to understand what’s happening, coach the SNCOIC as required, and report back to the SgtMaj on the situation.

• To help you to follow along, let’s be sure you understand how the Command Recruiting program works, and who has primary responsibility for the program.

DISPLAY SLIDE #3.--COMMAND RECRUITING PROGRAM AGENDA

• It’smid-May,andtheRIofRSAnytownisplanninga
visittoRSSMillport

• The RSS has no Command Recruiters lined up for June

• TheRIisgoingtheretounderstandwhat’s
happening,coachtheSNCOICasrequiredand
reportbacktotheSgtMaj

COMMAND RECRUITING PROGRAM

• Command'Recrui.ng'Program'–'What,'Why' and'How

• Ac.vity:'Help'Me'Get'Promoted''

• Ac.vity:'RSS'Anytown'Report'Analysis'

• Prac.cal'Applica.on'–'How'is'Your'Command' Recrui.ng'Program?''

GUIDE

• Your Participant Guide will be used throughout the module for brief reading and written activities.

• What questions do you have about the objectives or the agenda for the module? Gather a few responses.

• What additional objectives did you add, if any? Gather responses, and record on a turn chart.

DISPLAY SLIDE #4.--NEW CONTRACT SOURCE GOALS

• The Command Recruiting program should account for at least 15% of an RSS’s new contracts.

• Anything less, and recruiters and SNCOICs will work harder to make up the difference, as referrals provided by Command Recruiters (CDRs) are a good source of prospects.

• These are high-value prospects since they come from a CDR’s own community. There is a higher degree of initial trust and interest than from other prospecting methods.

• An RSS’s CDR program generating 15% or more reduces the burden on recruiters to AC and TC to identify more prospects.

SECTION 2: SUPPORTING THE OSS PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2015 Marine Corps. All Rights Reserved. 2.0

SUPPORTING THE OSS (2 HOURS, 10 MINUTES)

Activity Timing

The Importance and Challenge of the Officer Mission 30 minutes

ERP vs OPP: Important Differences 25 minutes

The Officer Mission and Procurement Process 30 minutes

The Role of the OST Members and the AOP 10 minutes

The OST Mission: Command Group Member Support 35 minutes

THE IMPORTANCE AND CHALLENGE OF THE OFFICER MISSION

• An OSS can make or break an RS’s ability to make mission and attain superior achiever status.

• While making the enlisted mission can be a challenge, the officer mission is a challenge on a different level.

• We’ve said that every Command Group member’s primary responsibility is to enable the success of every recruiter. Of course that includes the OST.

• Just as it does for enlisted recruiting, the Command Group must play a significant role in the success of the OSSs in every RS. To that end, the Command Group must use its “full service” capabilities to support officer recruiting.

© Copyright 2015 Marine Corps. All Rights Reserved. 2.0

FACILITATOR NOTES

This module is designed to be delivered in a small group room.

Note: Hang the Officer Procurement Process banner on the wall.

Mission Analysis

Market Analysis

MISSION

PLANNING

College List

Area Canvass

Annual Planning Referrals

Resubmittals

TC

AC

Call In

Mental

OT

Moral

Medical

Physical

Engage

Explore

Enable

Gain Comment

New Working Applicant

Rough Application

OCS Prep

Generate Referrals

Reduce Attrition

Prep for TBS

QC Package

OBTAINING

NAMES PROSPECTING SCREENING SELLING PROCESSING POOL PROGRAMCONTRACTING

© Copyright 2017 Marine Corps. All Rights Reserved. V 1.0

OFFICER PROCUREMENT PROCESS

Walk In

Digital Communication

DC

Schedule

Verify Education/ Test Scores

Medical Processing

PFT

Waiver Approval

Sign Contract

Oath of Enlistment

Welcome Aboard Brief

Scheduling

Request for Orders

FAP/MCTAP

Monitor Eligibility

PSPPG of Degree

Pool Audits

Permissive TAD

Orders

Pre-4hip Checklist

SHIPPING POST OCS COMMISSIONING THE BASIC

SCHOOL

Medical BUMED NAMI

Transportation Shipping Report

Courtesy Shippers

Pre-ship Screening and Brief

Medical Screening

Moment of Truth

Introduction PFT

OCS Introduction

Request for Appointment

Commisioning Ceremony

Return Commission Documents

© Copyright 2015 Marine Corps. All Rights Reserved. 2.0

IMPORTANT AND CHALLENGING

• Marine Corps Officers must be able to lead upon OCS graduation

• Only the best candidates are selected

• Fitness standards:

– Enlisted: 2 pull ups, 1.5 mile run, 44 crunches

– Officer: (PFT 200 minimum):

• Men: 8+ pull ups, 3 mile run < 24 min, 70+ crunches

• Women: 1 pull-up or 34 push-ups, 3 mile run <24 min, 70+ crunches

– Average for last few years is PFT of 275

• Academic standards:

– Enlisted minimum ASVAB - 31

– Officer - 74

DISPLAY AGENDA SLIDE #2.--SUPPORTING THE OSS AGENDA

• Review the agenda for the module.

• What are your objectives for this module? Gather responses and list on a piece of turn chart paper.

• Prospects take a different path on the journey to becoming a Marine Officer.

• To better understand the officer recruiting challenge, let’s look at the important factors that contribute to that challenge.

BUILD SLIDE

BUILD SLIDE #3.--IMPORTANT AND CHALLENGING

Build the slide to reveal each bullet one at time and discuss each one:

• Enlisted Marines are trained for years before given leadership positions.

2ndLts are expected to be leaders as soon as they graduate from OCS.

SUPPORTING THE OSS AGENDA

• The Important and Challenging Aspects of the Officer Mission

• ERP vs OPP: Important Differences

• The Officer Mission and Procurement Process

• The Role of the OST Members and the AOP

• The OST Mission: Command Group Member Support

SECTION 2: RMC CONDUCTING SITE VISITS PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

CONDUCTING SITE VISITS (1 HOUR, 35 MINUTES)

Activity Timing

Introduction: The Power of Visits 15 minutes

Reading and Discussion: Types of Visits 15 minutes

Reading and Discussion: S.M.A.R.T. Trip Report Process 15 minutes

Activity: Using the S.M.A.R.T. Process 20 Minutes

Activity: Using the S.M.A.R.T. Process Role Play 10 minutes

Practical Application: Are Your Trip Reports S.M.A.R.T.? 20 Minutes

INTRODUCTION: THE POWER OF VISITS

• Introduce the topic of Conducting Site Visits.

• Explain the importance of getting out and visiting the facilities across the RS, and making sure these visits are successful.

SECTION 2: CONDUCTING SITE VISITS PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

SECTION 2: RMC CONDUCTING SITE VISITS PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v. 2.0

RS CALENDAR

• ItisMay,andtheSgtMajispreparingtovisitRSS
Clifftowntoattendthepoolprogramfunction
• Therehasbeenalonghistoryofpoolmovesinthis
RSS,andSgtMajJeffrieisnotsurewhy
• ReviewingpreviousTripReports
isuseless,astheyareunclear
onactionstheSNCOICshould
havetaken

CALENDAR

• It is May, and SgtMaj Jeffrie is preparing to visit Clifftown and attend the monthly pool function.

• There has been a long history of pool moves in this RSS, and SgtMaj Jeffrie is not sure why the problem continues.

• In reviewing the Trip Reports from the previous SgtMaj, Jeffrie cannot find clear instruction on what was supposed to change.

• The Trip Reports are not very useful to SgtMaj Jeffrie because they are unclear on actions the SNCOIC should have taken.

• Let’s look at the different types of visits you will make to the RSSs and how to complete Trip Reports that are clear, focused and understood.

GUIDE

• Your Participant Guide will be used throughout the module for brief reading and written activities.

SECTION 2: RMC ACTIVITY REPORTING AND ANALYSIS PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

ACTIVITY REPORTING AND ANALYSIS (1 HOUR, 50 MINUTES)

Activity Timing

Introduction: Activity Reporting and Analysis 5 minutes

Reading and Discussion: The Three E’s 10 minutes

Reading and Discussion: Activity Reports 25 minutes

Discussion: Monthly Activity Analysis Report 15 minutes

Activity: Activity Report Analysis Case Study 35 minutes

Practical Application: What Do Your Activity Reports Really Tell You? 20 minutes

5 MINUTES

INTRODUCTION: ACTIVITY REPORTING AND ANALYSIS

• Introduce the topic of Activity Reporting and Analysis.

• Explain the importance of reviewing and providing feedback on recruiting activities to ensure recruiters stay on track toward meeting monthly and, ultimately, annual mission.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

While those activities will still be effective as leader-led, they will be most effective if conducted as group activities, per the instructions in this Facilitator Guide.

• It is early May, and the CO of RS Anytown, Maj West, is preparing to review and add comments to the Activity Analysis Reports from MCRISS.

• The CO knows that RSS Millport is having issues, and sent Capt Ackley (OpsO) to visit and assess what is going on.

• Maj West is meeting with Capt Ackley to assess what is going on at Millport and other RSSs by reviewing the Activity Analysis Reports.

• We will take this opportunity to examine the reports you will review and comment on, and discuss how to analyze the daily, weekly and monthly activity in each RSS to ensure success.

DISPLAY SLIDE #3.--ACTIVITY REPORTING AND ANALYSIS AGENDA

• It’sMay,andtheCOofRSAnytown,MajWest,is
preparingtoreviewandcommentontheActivity
AnalysisReportsfromMCRISS
• TheCOknowsoftheproblemsatRSSMillportand
sentCapt Akley(OpsO)tovisitandassesswhatis
goingon
• MajWestismeetingwithCapt Akleytodiscussher
findingsandreviewtheotherRSSActivityAnalysis

Reports

ACTIVITY REPORTING AND ANALYSIS

• Introduc)on:+Ac)vity+Repor)ng+and+Analysis+

• Reading+and+Discussion:+The+Three+E’s+

• Reading+and+Discussion:+Ac)vity+Reports+

• Monthly+Ac)vity+Analysis+Report+

• Ac)vity:+Ac)vity+Analysis+Report+Case+Study+

• Prac)cal+Applica)on:+What+Do+Your+Ac)vity+ Analysis+Reports+Tell+You?+

SECTION 2: RMC CGAP PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

COMMAND GROUP ACTION PLANNING (4 HOURS)

Activity Timing

Kickoff and Overview 10 minutes

CGAP Roles and Responsibilities 20 minutes

CGAP Best Practices 30 minutes

CGAP Preparation By Billet 60 minutes

Simulation: CGAP Meeting 90 minutes

CGAP Debrief 30 minutes

10 MINUTES

KICKOFF AND OVERVIEW

• Introduce the topic of Command Group Action Planning (CGAP).

• Command Group Action Planning is an ongoing and critical part of the management of an RS.

• The analysis done throughout the month by all Command Group members comes together in a monthly meeting to analyze the performance of the RS and to plan for priority actions to be taken.

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: Group activities in this course may be done as facilitator-led activities if there is not enough space in the training room to accommodate breakout groups.

• It’s the end of May and time for the monthly CGAP meeting.

• The XO of RS Anytown and all of the Command Group members are preparing for the meeting.

• The expectation for the meeting is to complete the Command Group Action Plan Matrix and plan for the following month.

• Next, we’ll learn about effectively preparing for and conducting CGAP meetings.

DISPLAY SLIDE #3.--COMMAND GROUP ACTION PLANNING (CGAP)

• It’s the end of May and time for the monthly CGAP meeting

• TheXOofRSAnytownandalloftheCommand
Groupmembersarepreparingforthemeeting
• Theexpectationforthemeetingistocompletethe
CommandGroupActionPlanningMatrixandplanfor
thefollowingmonth

SECTION 2: RMC WRAP UP PROGRAM FACILITATION INSTRUCTIONS

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

COURSE WRAP UP (1 HOUR)

Activity Timing

Course Wrap Up 60 minutes

60 MINUTES

COURSE WRAP UP

• Let’s conclude by considering your biggest lessons learned in RMC and looking forward to hitting the ground running when you return to your RS.

WALL CHART

REFER TO WALL CHART.--RS ANYTOWN

© Copyright 2014 Marine Corps. All Rights Reserved. v.2.0

FACILITATOR NOTES

Note: This portion of RMC is intended to be conducted in a large room with all RMC participants, preferably seated at round tables.

• You have become very familiar with RS Anytown over the past 2 weeks.

• As you have probably come to realize, it is similar in many ways to RSs around the country.

• It is a bit like running on a treadmill – you can’t simply stop running. An RS requires constant support and leadership.

• What are some of the biggest lessons learned from studying RS Anytown?

Gather several responses. Build on ideas and encourage discussion that reflects the learning that participants experienced.

• Did we capture your personal course objectives? Gather a few responses.

• As you apply this learning to your role, you will have a lot of support from each other, your fellow Command Group members, your RI, ARI, District, etc.

• Additionally, we talked earlier in the week about the Command Group Handbook available on the Command Portal

OVERVIEW

RECRUITING

DEVELOP-

MENT COURSE

CATALOG

• Walk participants through the Recruiting Development Course Catalog (RDCC), and introduce them to the variety of programs, their purpose and learning objectives, and the details of how they are delivered.

DISPLAY SLIDE #2.--PEAK PERFORMANCE MODEL

PEAK PERFORMANCE MODEL

• One of the concepts you looked at early in the week is the Peak Performance Model.

• Every new 8412 learns in the Career Recruiter Course that development is an ongoing process.

• Peak Performance is the mastery of skill and ability to develop others.

• As a Command Group member, consider where you are on the model – and how you will move up – so that you can help others below you move up as well.

• How can you as Command Group members support the ongoing training and development of your team toward Peak Performance? Gather a few responses, which should include: become familiar with skills; seek development yourself; observe and diagnose in the field, not behind a desk, etc.

• What role do you think you personally play in supporting the training and development of your team? Gather a few responses.

VIDEO

• Let’s conclude with closing remarks from some experienced Command Group members.

PLAY VIDEO

VIDEO.--WRAP UP

• What final thoughts or questions do you have? Answer any outstanding questions.

CONCLUDE

• Provide any additional concluding information and thank participants for their time and attention.

MARINE CORPS RECRUITING COMMAND (MCRC)

ORGANIZATION CHART

CG WRR/MCRDCG ERR/MCRD

CMC

RS Los Angeles

RS Orange

RS Portland

RS Riverside

RS Sacramento

RS San Diego

RS San Francisco

RS Seattle

PSR 012

AOP

RS Chicago

RS Des Moines

RS Indianapolis

RS Kansas City

RS Milwaukee

RS Oklahoma City

RS St. Louis

RS Twin Cities

PSR 09

AOP

RS Albuquerque

RS Dallas

RS Denver

RS Fort Worth

RS Houston

RS Phoenix

RS Salt Lake City

RS San Antonio

PSR 08

AOP

8TH MCD 9TH MCD 12TH MCD

RS Atlanta

RS Baton Rouge

RS Columbia

RS Ft. Lauderdale

RS Jacksonville

RS Montgomery

RS Nashville

RS Orlando

PSR 06

AOP

RS Charleston

RS Cleveland

RS Detroit

RS Frederick

RS Lansing

RS Louisville

RS Raleigh

RS Richmond

PSR 04

AOP

RS Albany

RS Baltimore

RS Harrisburg

RS New Jersey

RS New York

RS Pittsburgh

RS Portsmouth

RS Springfield

PSR 01

AOP

1ST MCD 4TH MCD 6TH MCD

DC M&RACG MCRC

© Copyright 2017 Marine Corps. All Rights Reserved. V 1.0

G-1 (Administration)

Adjutant

Personnel

G-3 (Operations)

Enlisted Operations

Region Training Team

Assistant Officer Procurement

Prior Service Recruiting

G-4 (Logistics)

G-6 (IT)

G-7 (Command Inspector)

Marine and Family Readiness

Chaplain

Comptroller

Marine Corps Recruit Depot

Chief of Staff

Sergeant Major

RLS (Recruit Liaison Section)

G-1 (Administration)

Adjutant

Personnel

G-3 (Operations)

Enlisted Operations

Officer Programs

Prior Service

National Training Team

MCRISS

G-4 (Logistics)

G-6 (IT)

G-7 (Command Inspector)

Comptroller

Staff Judge Advocate

Marketing & Commu-nication

Recruiters School

Diversity

Chief of Staff

Sergeant Major

CG MCRC CG REGION DISTRICT COMMANDING

OFFICER

Executive Officer

S-1 (Administration)

Marine and Family Readiness

S-4 (Logistics)

S-6 (IT)

Anti-Terrorism and Force

Comptroller

Sergeant Major

Personnel

COMMANDING OFFICER

RECRUITING STATION

Administration Admin/Pers Chief • Admin/Pers NCO

HQ MCRC

ORGANIZATION CHART

REGION

ORGANIZATION CHART

DISTRICT

ORGANIZATION CHART

RS

ORGANIZATION CHART

Executive Officer

Logistics Log/Supply/Fiscal Chief • Log/Supply/ Fiscal NCO

Marketing & Communication

Officer Selection Station

Operations Officer

MEPS Liaison

Recruiting Sub-Station

Sergeant Major

Operations Chief

Operations NCO

Program Specialist

Recruiter Instructor

Assistant Recruiter Instructor

Computer Specialist (Civ)

District Training Team

Enlisted Operations

Of�cer Procurement

Marketing & Communication

S-3 (Operations)

© Copyright 2017 Marine Corps. All Rights Reserved. V 1.0

Marine and Family Readiness

Marketing & Commu-nication

Protection

OaktownOaktown

MillportMillport

Branford GapBranford GapBranford Gap

MainvilleMainville

North Royal North Royal

ClifftownClifftown

State University

BMW

Plant

Community College

RS Anytown

HQ

AFBAFB

COMMUNITY COLLEGE (WHITE FLAG)

HIGH SCHOOL (PRIORITY 1) (GREEN FLAG)

HIGH SCHOOL (PRIORITY 2) (YELLOW FLAG)

HIGH SCHOOL (PRIORITY 3) (RED FLAG)

HIGH SCHOOL (NON-WORKING) (RED PIN)

MEPS (PINK PIN)

MET (ORANGE PIN)

OSS (WHITE PIN)

PCS (BLACK PIN)

RSS (BLACK PIN)

SMCR UNITS (PURPLE PIN)

LEGEND

MARINE CORPS RECRUITING COMMAND (MCRC)

ASSET MAP – RS ANYTOWN

30 MILES N

© Copyright 2014 Marine Corps. All Rights Reserved. V 1.0

MillportMillport

ClifftownClifftown

RS Anytown

HQ

a b c d e

State University

BMW

Plant

Community College

COMMUNITY COLLEGE (WHITE FLAG)

HIGH SCHOOL (PRIORITY 1) (GREEN FLAG)

HIGH SCHOOL (PRIORITY 2) (YELLOW FLAG)

HIGH SCHOOL (PRIORITY 3) (RED FLAG)

HIGH SCHOOL (NON-WORKING) (RED PIN)

MEPS (PINK PIN)

MET (ORANGE PIN)

PCS (BLACK PIN)

RSS (BLACK PIN)

SMCR UNITS (PURPLE PIN)

LEGEND

a - 896 b - 900 c - 920 d - 890 e - 880

MHSSR

BY SECTOR

MARINE CORPS RECRUITING COMMAND (MCRC)

ASSET MAP – RSS MILLPORT

30 MILES N

© Copyright 2014 Marine Corps. All Rights Reserved. V 1.0

File details come from the government source that posted it. Updated .