Fitness Report Writing Guide

Fitness Report Writing Guide

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5 Marine Regiment / RCT-5 Constructed by SgtMaj ThielenRD.

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Fitness Report Writing Guide 1. Overview: Overview: The Marine Marine Corps Performance Performance Evaluation Evaluation System (PES) provies for the perioic reportin!" recorin!" an analysis of the performance an professional character of Marines in the !raes of ser!eant throu!h ma#or !eneral. $ts funamental concepts are accuracy" accounta%ility" simplicity" an consistency of policy an evaluation methos. &chievin! these concepts re'uires stanariation of the evaluation chain" supervision throu!hout the system" an the eucation of all participants in the system. . Purpose: Purpose: This writin! !uie !uie is an ai for writin! section $ wor pictures" an section * %ullet style comments. This !uie is intene to enhance the +nowle!e an e,perience level of #unior -Ss an -Os as well as provie escriptive wors an phrases as e,amples for use. /. -eference: -eference:

a. MCO101.2E MCO101.2E (PES Manual) Manual) %. 3&4MC 3&4MC 256. 256. c. M&-&7M M&-&7M$3 $3 1068/ 1068/

6. 9eneral performance evaluation concepts. a. airness. The fitness report is a communication %etween reportin! officials an the CMC. -eportin! officials must provie fair an thorou!h evaluations. 1.-eviewin! officers an commaners must ta+e active roles in mentorin! an communicatin! with -Ss when an -S has not ahere to the spirit an intent of the PES Manual. . $nfluence $nfluence or pressure %y -Os or commaners commaners to moify fitness fitness report mar+s or comments are unaccepta%le" e,cept to ensure that reportin! officials ahere to Marine Corps policy. %. ocus. The fitness report is a ocumentation of o%servations an assessments of iniviual performance" personal 'ualities" character" an potential to serve a more senior level. The fitness report is not: 1. & iscipli isciplinary nary tool. . & lever lever to e,ert e,ert influence influence. . /. & counselin! counselin! ocument ocument for the the M-O.








. Ethics. Professional ethics constitute one of the founations of the PES. -eportin! officials must preserve the hi!h stanars of Marine Corps inte!rity an moral coura!e. Personal %iases have a%solutely no place in the process. e. &voiin! ero efects. -eportin! officials must consier that Marines evelop %y havin! the latitue to ma+e mista+es. -eportin! officials must encoura!e initiative" a!!ressiveness" creativity" coura!e" an evelopment of warfi!htin! s+ills an not ampen them %y fear of ma+in! mista+es. &ttainin! perfection certainly is a le!itimate !oal" %ut rarely is it a reality. The realistic !oal is to e,perience" learn" an !row professionally. e. Counselin!. The PES an the Marine Corps Counselin! Pro!ram (MCO 101.1) are separate %ut complementary. ;eaers must counsel Marines to transmit the !uiance" performance stanars" an irection important for the M-Os success an continue evelopment. The complimentary relationship %etween the counselin! process an the PES %e!ins when the -S an the M-O meet to evelop the M-Os %illet escription. $t then %ecomes a re!ular an continuous process with aitional sessions to review %illet escriptions" esta%lish new !oals" an evelop performance. &s a result the performance evaluation process shoul not prouce any surprises for the M-O. Perioic performance evaluation can also help clarify an crystallie the su%#ects on which the counselin! process shoul focus. &ny counselin! pro!ram" which relies on final evaluations as a tool to force %ehavioral chan!es is without merit an must %e avoie. The PES hi!hli!hts past performance< counselin! shapes future performance. The fitness report is not a counseling tool.







Fitness Report Writing Guide The wor picture shoul aress the M-O in the areas of performance" professional s+ills" character" potential" an uty assi!nment. Comments for consieration %efore writin! the =or Picture. 1. Comments %y !rae. The followin! >%y !rae? comments are provie for consieration in the formulation of Section $" wor picture narrative. a. Ser!eant@Staf Ser!eant@Staff f Ser!ean Ser!eant. t. The ma#ority ma#ority of Ser!ean Ser!eants ts an Staff Ser!eants are relatively ine,perience. =or pictures shoul thus" %e performance oriente with emphasis %ase on a%ilities an MOS s+ills. This shoul %e couple with an unerstanin! that minor mista+es are accepta%le an are a normal part of professional evelopment. Ea!erness an willin!ness to learn an apply oneself shoul surface. %. 9unnery 9unnery Ser!eant@Mas Ser!eant@Master ter Ser!eant8ir Ser!eant8irst st Ser!eant. Ser!eant. The wor picture shoul" aitionally" inicate the a%ility to or!anie assets an conuct liaison in an effective manner while simultaneously irectin! an supervisin! others to accomplish unit !oals. 9rowth of mature leaership capa%ilities shoul %ecome apparent. c. Ser!eant Ser!eant Ma#or8M Ma#or8Master aster 9unnery Ser!eant. Ser!eant. $t is e,pecte e,pecte that Ser!eants Ma#or an Master 9unnery Ser!eants will %e hi!h achievers an perform accorin!ly. The prime thrust of the wor picture shoul %e to assess the potential of the Marine for leaership an mana!ement positions of increase responsi%ilities. Such information will support the assi!nment process for top enliste leaership %illets in the Marine Corps. .

=arrant Officer Officer A Captain. Captain. Since =arrant Officers Officers an ;ieutenants !enerally lac+ e,perience" their evaluations shoul inclue perspectives on s+ill level" a!!ressiveness" leaership traits" an the a%ility to aapt an learn. =or pictures on chief warrant officers an captains shoul inicate not only fle,i%ility" %ut also versatility couple with the a%ility to irect" ele!ate" supervise an communicate.

e. Ma#or@;ieuten Ma#or@;ieutenant ant Colonel. Colonel. The wor picture shoul encompass encompass the the iniviuals a%ilities in leaership" plannin!" or!aniation" research" analysis an a%ility to effectively communicate %oth







Fitness Report Writing Guide accomplishments" an influence upon seniors" peers" an su%orinates. . 9uie comments. The followin! list of items will provie meanin!ful information in the wor picture. a. &mplification &mplification of operationa operational l competence competence an war war fi!htin! fi!htin! s+ills. %. Comments Comments on the M-Os professi professional onal ethics ethics (moral (moral coura!e" coura!e" inte!rity" selflessness). c. 3oteworthy 3oteworthy e,ample e,amples s of creativity creativity or innovatio innovation. n. . &mplification &mplification of officers officers e,ecution e,ecution of fitness fitness report report responsi%ilities. e. Effectiveness Effectiveness of counselin! counselin! su%orinates. su%orinates. f. urther amplification amplification of uty assi!nment assi!nment if title title is not not self@ self@ e,planatory. !. &%ilities &%ilities in in oral oral an an written written communication communication. . h. E,amples E,amples of the M-Os efforts efforts to to improve improve eucational eucational s+ills" s+ills" professional +nowle!e" an MOS s+ills. i. E,ercise E,ercise of mana!ement mana!ement control control responsi% responsi%ilitie ilities. s. #. irst irst class class physical physical fitn fitness ess score scores. s. +. Special Special a%il a%iliti ities es or apti aptitu tues. es. l. Comparison Comparison with with others others of the same same !rae" !rae" %ut ifferent ifferent service" uner the -Ss authority. m. Class stanin stanin! ! in school school or or formal formal course course of instruction. instruction. n. *nowle *nowle!e !e of worl worl affa affairs irs. . o. Off@ut Off@uty y community community8civ 8civic ic activiti activities. es. &mplification &mplification of a si!nifican si!nificant t perio(s) perio(s) of the the -Ss a%sence a%sence








affa%le affecte alert aloof amia%le animate antisocial austere %eni!n %lan %lunt %oastful %oisterous %ri!ht %rus'ue %usinessli+e calm col commanin! compose

conciliatory consierate convincin! courteous critical crue curt eli%erate iplomatic isainful ynamic earnest easy en!a!in! e,cita%le fran+ !racious !enial inconsierate inifferent

+inly li+a%le lo'uacious ma!netic meticulous mil offensive o%se'uious o%servant o%trusive over%earin! personalie  pleasant pleasin! polishe 'uiet receptive reserve respectful restraine

retirin! seate serene shy slipsho suave su!!estive taciturn stu%%orn tactful tal+ative tran'uil unassumin! uno%trusive unresponsive ur%ane ver%ose warm well@mannere

%. 7isposition. 7isposition. (Outwar (Outwar 'ualities 'ualities !enerally !enerally enotin! enotin! possession possession of inwar mental or emotional traits.) aapta%le animate arro!ant calm carefree cheerful complacent complainin! conceite consierate cool cooperative irect emotional

evasive e,cita%le fault@finin! for%earin! !enerous !loomy !oo@humore !oo@nature !oo@tempere !ulli%le helpful hot@tempere humorous hypocritical

ill@tempere  impetuous impotent impulsive inifferent inul!ent insipi lenient irritatin! mee+ mil morose nervous o%stinate

pacific pessimistic placi 'uiet resentful serious retirin! spirite spiritless su%missive supercilious tactful truculent









Fitness Report Writing Guide acamic a!ile@mine analytica astute avera!e %alance %ri!ht %rilliant calculatin! careful clever

i scernin! u ll fa r si!hte fo rmalist im a!inative im mature im practical in ane inepenent thin+er in ept in !enious

+een level@heae lo!ical meiocre meium normal o%tuse one@trac+e mine orinary practical 'uic+@thin+er

secon@rate sharp slow soun theoretical unistin!uish e unima!inative unwise versatile

. Character. Character. ($nwar ($nwar traits to %e learne learne only only after close association. association.) ) & persons character is his8her most precious asset. Too much care cannot %e ta+en in selectin! the e,act wors to escri%e it. altruistic ar%itrary auacious %iase %i!ote %ol %roa mi mine epenent coura!eous etermine isloyal

o ominatin! ea rnest fa ithful fi c+le fi rm hy pocritical i ealistic ir resolute in tolerant #u st lo yal

narrow@mine open@mine opinionate resolute selfish self@controlle self@sacrificin! shallow sincere sta%le superficial

thou!htful time savin! timi tolerant trustworthy un%iase unsta%le unswervin! unsteay untrustworthy

e. &pplication. &pplication. (&n (&n emotional emotional 'uality" 'uality" the prouct prouct of many many factors" factors" which manifests itself in the way the iniviual attac+s an carries throu!h his8her pro%lem solvin! uties.) careless in ifferent precise thorou!h casual in olent procrastinatin! tireless







Fitness Report Writing Guide cultivate enli!htene half scholar hi!hly informe

intellectual learne lettere poorly informe

shallow superficial uninforme unlettere

well@!ro une well@inf orme well@rea  wiely rea

!. Presence. Presence. (Outwar (Outwar 'ualities) 'ualities) This is the mental impression impression that an iniviual pro#ects to others. attractive careless colorless apper i!nifie istin!uishe h. -esults. -esults. accurate ae'uate %elow par capa%le certain commonplace ecisive efective epena%le effective efficient

eccentric e!otistical immaculate impressive neat o

pompous severe slovenly so%er tiy unattractiv e

uni!nifie unistin!uish e unimpressive untiy

(7e!ree" (7e!ree" +in" or type of results o%taine.) o%taine.) e, actin! e, cellent fa ir fa ulty !o o in accurate in efficient in effective mo erate or inary ou tstanin!

passa%le poor positive presenta%le pro%lematic 'uestiona%le relia%le 'uic+ soun satisfactory

successful superior sure tolera%le unistin!uish e unfailin! unmista+a%le un'uestiona%l e unrelia%le unsatisfactor y

i. 4er%s. Bseful as lea@ins lea@ins for >ullet? >ullet? style writin!. writin!. anticipates e velops inspires reflects applies i splays insures reinforces articulates en coura!es maintains relates








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Communicates with crei%ility an confience

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Communicates leaership ecisions to achieve unerstanin! an acceptance.

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7evelops an maintains two@way communications.

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Or!anies ieas for lo!ical presentation an acceptance.

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De maintains e,cellent wor+in! relations an provies helpful su!!estions up the chain of comman. Communication an or!aniational s+ills are impecca%le.

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Dis communicative s+ills %oth ver%al an written are outstanin!.

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Possesses stron! communication s+ills" maintains soli lines of communication with all support a!encies.

%. Competency. • • • •

Com%ines technical competence with epena%ility an loyalty. Capitalies on stren!ths. 7emonstrates an e,ceptional mastery of professional s+ills. Maintains hi!h professional ethics.

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E,ceptionally s+ille" talente" an professional S3CO of the hi!hest cali%er.

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The most competent" resourceful" an uncompromisin! 3CO with whom $ have serve.

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Consistently isplays a wealth of creativity an initiative.

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&n in!raine respect for fellow Marines" he secures the hi!hest e!ree of loyalty an cooperation from su%orinates.

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De instills a rare sense of personal responsi%ility in su%orinates an for the 'uality of their wor+.

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-epresents the hi!hest stanars of leaership an proficiency amon! S3COs.

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Das hi!h stanars an accepts nothin! less from his Marines.

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=ell roune %eyon e,pression.








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&ccomplishes all tas+s with superior results.

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S3M is a stron! source of professional +nowle!e an a consummate e,ample for his peers" superiors an su%orinates.

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S3M has a uni'ue a%ility to prioritie tas+s" ele!ate" an ensure each section is remainin! focuse on what nees to %e complete. Continue improvement in small unit leaership s+ills will complement stron! technical a%ilities an rener an impressive overall performance.

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c. 7ecision ma+in!. • • • •

Can %e relie on to ma+e soun ecisions. $s willin! to ma+e ifficult an unpopular ecisions. See+s staff input for ecision ma+in!. Ma+es soun ecision uner pressure.

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& truste partner in leaership whose counsel is routinely sou!ht an respecte.

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;o!ical ecision ma+er" $ value his #u!ment an see+ his avice when important ecisions are mae.

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E,ceptionally calm uner pressure an averse conitions.

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$ consier him a morale compass an see+ his counsel on a aily %asis.

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Dis soun counsel an #u!ment provie %oth officers an enliste Marines clear irection of what was neee to accomplish the mission.

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Dis avice an counsel on issues pertainin! to the company have %een soun an correct. $ amire" respect an implicitly trust a Marine of his cali%er.

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Steps up an ma+es a ecision" stans %y it.

. 9oals an O%#ectives. •

Sets innovative o%#ectives.








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&lways evelopin! a >%etter way? of oin! thin!s.

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-ea >The 9eneral? %y orrester PME reain! (leaership).

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Consistent top performer" constantly see+in! new an more effective methos of performin! his uties.

f. ;earnin! a%ility. •

Shows ea!erness an capacity to learn.

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7isplays an e,ceptional a%ility to learn new methos.

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&apts 'uic+ly to chan!in! situations.

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Poise an mature with a matchless thirst for +nowle!e an increase responsi%ility.

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7emonstrates an e,ceptional a%ility to learn.

!. Maturity. •

7isplays emotional sta%ility.

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Maintains a mature attitue.

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Maintains stron! self@control.

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*eeps situations in proper perspective.

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&lways positive in attitue an professional in character.

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Mature %eyon his years" he has the a%ility to foster !enuine enthusiasm" cooperation an cohesion at every level.

h. Mental Capacity an &pplication. •

$s alert" 'uic+ an responsive.

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7emonstrates ori!inal an inepenent thin+in!.

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Thin+s %efore ta+in! action.

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Bses common sense to reach wor+a%le conclusions.

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$ntelli!ence" ima!ination" innovativeness" an resourcefulness" are at a e!ree selom achieve %y more e,perience S3COs an Officers.










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Ma+es presentations with poise an self@confience.

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Spea+s with a positive tone.

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Das e,cellent persuasive a%ility.

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-eay wit an pleasin! personality enhances moral.

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De is not afrai to voice his opinion an offer solutions on vital issues" which affect the company. Provies valua%le input for all aspects of the company.

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#. -esp -espons onsi% i%il ilit ity. y. •

&ccepts responsi%ility for own ecisions.

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Continues to see+ an accept responsi%ility.

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7ele!ates responsi%ility effectively.

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Clearly emonstrates aily the a%ility to assume the responsi%ilities associate with increase ran+.

+. 4ers 4ersat atil ilit ity. y. •

Das the a%ility to perform a wie ran!e of assi!nments.

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Effectively hanles special assi!nments.

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$s fle,i%le an open towar chan!e.

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&nalytical" ecision@ma+in! a%ility" an aapta%ility to chan!in! situations ensure competence in any situation.








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Possesses written ver%al s+ills that e'ual any platoon commaner.

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De is e,tremely accurate an careful a%out aministrative etails.

m. Mentori Mentorin!8 n!8cou counse nselin lin! ! su%ori su%orinat nates es •

De maintains a wor+in! relationship with each Marine while effectively screenin! an representin! their concerns up the chain of comman.

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De actively counsels an evelops his 3COs.

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Efficient" trains Marines at every opportunity.

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Dis methoical counselin! approach shoul %e pu%lishe as a !uie for TS stuents.

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Too+ a stru!!lin! platoon an completely turne it aroun. y his sterlin! personal e,ample he impresses seniors an allows su%orinates to mentor.

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& %orn coach8mentor" he has an ieal temperament for %rin!in! out the %est in youn! 3COs.

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Provies #unior officers in the company soun an timely avice re!arin! the evelopment of their Marines.

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De is an active mentor to his S3COs an 3COs" ea!erly sharin! his e,perience an avice. De leas an mentors selflessly.

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Fitness Report Writing Guide c. ;earnin! a%ility. •

$ntelli!ent" riven S3CO< relentlessly pursues e,cellence in everythin! he oes.

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&%ility to learn an a%sor% information creates !reat fle,i%ility of performance within the company.

. Maturity. •

3ot a showman< consistently places interest of the Corps ahea of personal am%itions.

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Dis 'uiet professionalism is an e,ample to all hans.

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Morally upri!ht an principle without wearin! values on his sleeve" an outstanin! role moel for youn! impressiona%le leaers" %oth officer an enliste.

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Dis positive leaership" super% or!aniational s+ills" initiative" an fle,i%ility have allowe him to ma+e a si!nificant impact as hea'uarters company 1sts!t.

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De is e,actly what $ loo+ for in a leaer of Marines.

e. Mental Capacity an &pplication. •

Das parlaye his +nowle!e" e,perience" an leaership towars proucin! outstanin! results.

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3o tas+ too har for this fine Marine.








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Outstanin! potential for any assi!nment.

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&n asset to any %attalion.

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Possesses unlimite !rowth potential an is capa%le of the responsi%ilities of a 9unnery Ser!eant.

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Bnlimite potential< as a youn! !unny" alreay out performin! most E@2s $ve ever o%serve.

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$ woul ea!erly see+ his services in any uty settin!" an consier him a stron! caniate for the first Ser!eant8Ser!eant Ma#or trac+.

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$ consier him one of the top 1F of Staff Ser!eants $ve ever wor+e with.

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This is a fine 9unnery into a Master Ser!eant for me. Personality suite for out for future service

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Ser!eant with !reat potential to evelop a %illet he has alreay successfully fille the rill fiel. =oul actively see+ him as my Operations Chief.

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Top achiever with %ounless potential an a%ility.

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Prime an reay for promotion to Staff Ser!eant an assi!nment to challen!in! %illet.

h. =ritin! a%ility. •

&ministrative s+ills are noteworthy an his or!aniational s+ills an writin! a%ilities are super%.







Fitness Report Writing Guide several other reports %y this -S?. (E,plain view an appropriate mar+in!s from a more seasone viewpoint. •

$n my opinion mar+in!s of >7? %etter meet the intent of the PES an are more reflective of the performance of the M-O.

0. O%serve reports less than 5 ays. E,ception to the Policy.

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or perios of I5 ays or less" -Ss may su%mit an o%serve report if in their #u!ment" they possess sufficient o%servation an:

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The %asis of the o%servation results from meanin!ful personal contact with the M-O.

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The information provie to the CMC is si!nificant an provies a fair assessment of the M-O.

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-S must #ustify su%mission of an o%serve report when the uration of the reportin! perio oes not meet the minimum o%servation re'uirement prescri%e for su%mission of an o%serve report per the provisions of para!raph /H.1 at the %e!innin! of section $.

(E,ample): <hou!h only o%serve for a short perio" S3Ms performance eserves reco!nition. (Then e,plain reasons).

2. itness report Su%mission:

Fitness Report Writing Guide

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