**Department of Defense**

**JOINT OFFICER MANAGEMENT**

***JOINT QUALIFICATION SYSTEM***

***IMPLEMENTATION PLAN***

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**March 30, 2007**

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**TABLE OF CONTENTS**

**[PAGE]{.underline}**

**Executive Summary 1**

1.  **Introduction 3**

[]{.mark}

2.  **Transition from Joint Specialty System to Joint Qualification
    System 5**

3.  **Policies and Criteria for Joint Qualification 5**

4.  **Policies and Criteria for Retroactive Joint Qualification
    Consideration 7**

5.  **Implementing Responsibilities and Roles 9**

6.  **Implementation Actions 10**

7.  **Implementation Challenges and Potential Barriers 12**

8.  **Future Implementation Activities and Goals 13**

**Appendices:**

**A - CJCSI 1800.01C, Annex A to Appendix A to Enclosure A A-1**

**B - Level 1-4 Joint Qualification Criteria and Experience Point
Accrual Formula A-2**

**C - Glossary A-3**

**D - Acronyms A-7**

**E - Objectives from the Strategic Plan for Joint Officer Management
and**

**Joint Professional Military Education A-8**

**Figures:**

**Figure-1 Basic Tenets of the Goldwater-Nichols Act 3**

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***ACKNOWLEDGEMENTS***

This plan is a result of the tireless effort and commitment of the
Senior Advisory Group (SAG) and the Joint Officer Management (JOM)
Working Group comprised of representatives from the Office of the
Secretary of Defense, the Joint Staff, Joint Forces Command, the
Department of the Army, the Department of the Navy, and the Department
of the Air Force.

Members of the SAG include: Ms. Sheila Earle, Acting Principal Director
(Military Personnel Policy) Office of the Under Secretary of Defense
(OUSD) (Personnel and Readiness); Mr. Tom Bush, Principal Director,
Manpower & Personnel, Office of the Assistant Secretary of Defense
(OASD) Reserve Affairs (RA); Mr. Dan Gardner, Director, Readiness and
Training Policy & Programs, OUSD(P&R); RADM Donna Crisp, Director, Joint
Staff (JS) J-1; BG Arthur Bartell, Vice Director, JS J-7; MG Michael
Sumrall, Assistant to Chairman Joint Chief of Staff/National Guard
Matters; Maj Gen Thomas Dyches, Assistant to the Chairman Joint Chief of
Staff/Reserve Matters; BG Gina Farrisee, Director, Military Personnel
Management, USA; Mr. Scott Lutterloh, Director, Total Force
Requirements, USN; BGen Richard Mills, Director Personnel Management
Division, USMC; Brig Gen Robert Allardice, Director, Airman Development
and Sustainment, USAF; MG Ronald Young , Director, Manpower & Personnel,
National Guard Bureau, J-1; BG Richard Sherlock, Deputy Chief, Office of
the Chief, Army Reserve; Captain Harry Myers, Deputy Director, USN
Reserve; Maj Gen Cornell Wilson, Director, Reserve Affairs, M&RA, USMCR;
and Brig Gen James Rubeour, representing the USAFR.

Members of the JOM Working Group Include: Lt Col Susan Hogg and LtCol
Ken Olivo, ODUSD (MPP); Ms Annie Patenaude and Mr. Robert Howlett,
ODUSD(Readiness); COL Reginald Geary, OASD (RA); COL Marsha Curtis, Lt
Col Ed O'Neal and Mr. Jeffrey Weaver, JS J-1 JOM; Lt Col Victoria Bowen,
Lt Col Shawn Harrison, and CPT Wade Brown, JS J-7; Lt Col Patricia Ross,
JFCOM J-1; LTC Terri Ashley, USA; LTC Hattie Bouyer, USAR; CDR Brian
Miller, USN; CDR Vic Bruni, USN Reserve; Maj Adolfo Garcia, USMC; Maj
Jonathan Price, USMCR; Maj Debra Lovett and Maj Susan Airola-Skully,
USAF; Maj Christine Klink and Mr. Don Daly, USAFR; Lt Col Donald Baker,
NGB; Ms Virginia Hyland, OASD (RA); Ms Dawn De Iongh, Mr. Cyrus
McCormick, and LTC Stephen Burgard, DMDC; Ms Ann Albright, USA; CDR
Maxie Davis, USN; Mr. Jeff Farrand, USAF; and Maj Cedric Wynn, USMCR.

**DEPARTMENT OF DEFENSE**

**JOINT QUALIFICATION SYSTEM**

**IMPLEMENTATION PLAN**

**EXECUTIVE SUMMARY**

> *The Secretary of Defense shall establish different levels of joint
> qualification, as well as the criteria for qualification at each
> level. Such levels of joint qualification shall be established by the
> Secretary with the advice of the Chairman of the Joint Chiefs of
> Staff. Each level shall, as a minimum, have both joint education
> criteria and joint experience criteria. The* *purpose of establishing
> such qualification levels is to ensure a systematic, progressive,
> career-long development of officers in joint matters and to ensure
> that officers serving as general and flag officers have the requisite
> experience and education to be highly proficient in joint matters.*
>
> *John Warner National Defense Authorization Act for Fiscal Year 2007,
> Sec. 516*

[]{.mark}

The Joint Qualification System (JQS) Implementation Plan establishes a
joint force management infrastructure as dynamic as the environment in
which the joint forces operate. It creates a system which advances the
concept of career-long accumulation of joint experiences, education, and
training as advocated in the Department\'s Strategic Plan for Joint
Officer Management (JOM) and Joint Professional Military Education
(JPME) and the Chairman of the Joint Chiefs of Staff Vision for Joint
Officer Development.[^1] The statutory changes in the John Warner
National Defense Authorization Act for Fiscal Year 2007 (hereafter FY07
NDAA) which underpin the JQS go into effect October 1, 2007.

This plan describes a four-level JQS that provides a path for attaining
joint qualification through either a traditional joint duty assignment
or by accumulating an equivalent level of joint experience, education,
and training over the course of a career. The common requirement is that
the appropriate level of JPME must be completed in order to achieve
joint qualification.

The methodology used to account for this joint experience, education,
and training is a points system. This points system provides an inherent
advantage over the traditional time-based system in that it creates an
opportunity to account for the intensity of each joint activity. This
plan leverages this unique characteristic by giving added value to joint
combat and non-combat contingencies. The points system also allows the
level of involvement of the individual to be weighted. Individuals who
lead or plan joint exercises are given an increased number of points
over participants. The fidelity afforded by this methodology vastly
enhances the value of the JQS to the Department.

For the past twenty years officers have aspired to earn the Joint
Specialty Officer (JSO) designation. While the premise of that
designation (that an officer be proficient in joint matters) remains the
same, the title has changed to \"Joint Qualified Officer (JQO)\"

Another significant aspect of this JQS Implementation Plan is that it is
open to Reserve Component (RC) officers[^2]. They are able to earn the
same qualifications as Active Component (AC) officers[^3]. To ensure
parity RC officers who served in joint organizations and would have met
the statutory requirements of title 10 USC, chapter 38 will be credited
with the same joint credentials that were available to AC officers
dating back to the implementation of the Goldwater Nichols Act of 1986.

Additionally, all officers regardless of component will be able to
self-nominate their joint activities for point recognition dating back
to September 11, 2001. This will enable the capture of joint experience,
education and training outside the traditional joint duty assignment
positions.

Ultimately these levels of joint qualification will enhance the ability
of the Department to incorporate the wealth of information captured by
the JQS into assignment, promotion, and development decisions. This will
directly benefit the warfighting commanders who will have improved
visibility of the joint qualifications of candidates for key positions
on their staffs.

**1.0 Introduction**

**1.1 Purpose**

The Department of Defense (DoD) Joint Qualification System (JQS)
Implementation Plan introduces the multi-level joint qualification
concept and identifies lead and supporting organizations responsible for
operationalizing it effective October 1, 2007. This plan also describes
necessary actions and assigns completion dates for developing supporting
guidance, formal instructions, required data elements and IT systems
that will enable the Department to assess an officer\'s progressive
accumulation of joint experience, education, and training that
contribute to his or her development of expertise in joint matters. The
JQS Implementation Plan operationalizes the concepts introduced in the
Department\'s Strategic Plan for JOM and JPME.

**1.2 Background**

Twenty-one years after enactment of the Goldwater-Nichols Department of
Defense Reorganization Act of 1986 (GNA), the Department begins a new
chapter to further enhance Joint Officer Management in the 21^st^
century. Under the JQS all joint experiences, including education and
training that contribute to an officer\'s career-long development of
expertise in joint matters, may be recognized.

The original GNA joint officer management provisions were a time- and
billet-based system that accredited officers for serving 36 months in
joint organizations (e.g., staff assignments to Combatant Command
headquarters, the Joint Staff, the Office of the Secretary of Defense,
or defense agencies). Completion of JPME Phase II along with an
assignment to one of these organizations for the requisite tour length
was the standard for gaining expertise in joint matters.

> **Basic Tenets of Original GNA**

-   Enhance joint warfighting capabilities

-   Increase the quality of officers in joint assignments

-   Ensure that officers are not disadvantaged by joint service

-   Ensure that general and flag officers are well-rounded in joint
    matters

-   Enhance stability and increase the joint experience of officers in
    joint matters

-   Strengthen the focus of professional military education in preparing
    officers for joint duty assignments

Figure 1

Through the years, "jointness" migrated to organizations such as the
joint task force. This is a testament to the tremendously positive
impact of the GNA on the Department of Defense. Additionally, operations
on the global stage such as Desert Shield/Desert Storm, and OPERATIONS
ENDURING FREEDOM and IRAQI FREEDOM; along with domestic operations in
JTF Katrina and the ongoing border patrol missions have proven that
joint operations are no longer conducted only by military organizations.
Our forces regularly train, exercise, and conduct day-to-day operations
with interagency, international, and non-governmental partners.
Thousands of officers are gaining significant experience in joint
matters as part of JTF headquarters and in numerous joint exercises and
joint training events/courses. Since many of these activities are of
short duration and involve our international and non-military partners,
the ability of the Department to recognize this experience is limited.

Statutory changes in the John Warner National Defense Authorization Act
for Fiscal Year 2007 (FY07 NDAA) enable the Department to recognize a
myriad of joint experiences[^4]. FY07 NDAA directed the Secretary to
\"establish different levels of joint qualification, as well as the
criteria for qualification at each level.\" The Department is proposing
a JQS that supports the original tenets of the GNA, while offering
enhanced flexibility to recognize the dynamic and abbreviated joint
experiences that are increasingly characteristic of 21^st^ Century
warfare.

This system will enable officers to be recognized, through a points
system, for their joint experiences in a systematic, progressive manner.
Under the JQS, joint experiences will accrue points toward four
successive levels of joint qualification~~s~~ and provide the joint
commander (e.g., COCOM commander) a greater degree of fidelity in
assessing the capabilities of each officer. This will tremendously
improve the ability of the Department to ensure the appropriate mix of
joint-experienced officers in each organization.

The GNA established joint education along with a joint duty assignment
(JDA) as the standard for the joint professional. Today, joint education
remains central to the development of Joint Qualified Officers (JQO).
For twenty-plus years the \"Joint Specialty Officer\" designation has
been the gold standard of jointness. It signified that an officer had
completed JPME II and a JDA. The JQS implementation plan will establish
a method of tracking the accumulation of joint experience, joint
education, joint individual training and self-development throughout an
officer's career and provide for the awarding of a predefined
qualification documenting the joint capabilities the officer possesses.

NDAA 2007[^5] directed the Secretary of Defense to submit a plan for the
implementation of the joint officer management system, which will take
effect on October 1, 2007. It provided the following guidance for what
to include in the plan:

> ***[JSO-JQO Transition]{.underline}***. \"Pay particular attention to
> matters related to the transition of officers from the joint specialty
> system in effect before October 1, 2007, to the joint officer
> management system in effect after that date.\"
>
> ***[Authority to Count Retroactive Joint Experience]{.underline}***.
> Include \"policies and criteria to be used for designating officers as
> joint qualified on the basis of service performed by such officers
> before...the date of the enactment of this Act.\"
>
> ***[Designating Joint Qualified Officers]{.underline}***. Include
> \"policies and criteria prescribed by the Secretary of Defense to be
> used in making determinations under section 661(c)(1)(B)(ii).\"
>
> ***[Legislative Changes]{.underline}***. Include \"recommendations of
> the Secretary for any legislative changes that may be necessary to
> effectuate the joint officer management system.\"

2.  **Transition from Joint Specialty System to Joint Qualification
    System**

For twenty years, the "Joint Specialty Officer" designation has
signified proficiency in "Joint Matters." Officers earned the JSO
designation upon completion of JPME II and a full JDA[^6]. When the NDAA
2007 changes to title 10 USC, sec 661 take effect on October 1, 2007,
the JSO moniker will be replaced by the term Joint Qualified Officer
(JQO). While the JPME II-JDA method for attaining JQO status remains,
officers may also achieve that distinction by accumulating joint
experiences which the Secretary determines are equivalent to a
traditional JDA. The JQS, discussed in more detail in section 3.0 of
this plan, is a multi-level system where an officer attaining Level III
is designated as a JQO. Ultimately, an officer may attain JQO status
through a traditional assignment to a position on the joint duty
assignment list or by accumulating a series of joint experiences to
include joint deployments, exercises, and training. The common
requirement for both is completion of JPME II (Advanced JPME (AJPME) is
a suitable alternative for RC officers).

Officers designated as a JSO prior to October 1, 2007, will
automatically be designated as a JQO on that date. Administrative
processes and procedures will be disseminated through OSD and Joint
Staff issuances to the Military Departments and the Defense Manpower
Data Center (DMDC). Responsibility for actions required to accomplish
this change are delineated in section 5.0 (Implementing Responsibilities
and Roles) of this plan.

3.  **Policies and Criteria for Joint Qualification**

The JQS is a multi-level system, open to all officers of the active and
reserve components, which recognizes joint experiences, regardless of
where they accrue. The majority of the force will continue to complete a
traditional joint duty assignment (title 10, sec 664) along with the
requisite JPME. The alternative method of earning joint qualification
involves the career long accumulation of joint experiences which are
recognized by the Chairman of the Joint Chiefs of Staff as imbuing
officers with an equivalent level of joint capability and completion of
the appropriate level of JPME.[^7]

This career-long accumulation of joint experience encourages officers to
earn progressive levels of joint qualifications based on knowledge,
skills, and abilities in joint matters. Joint experiences may be accrued
via duties with DoD, interagency, non-governmental, or international
organizations and include long-term assignments or brief periods of
intense joint operations. Unique to this system is the opportunity to
acknowledge that officers also gain expertise in joint matters based on
their participation in joint exercises and other forms of joint
training[^8]. These types of opportunities will also garner joint
activity points for officers; however, these points alone will not
enable an officer to earn joint qualification. A prescribed amount of
joint experience, often with a recency requirement, is mandatory for
each qualification level.

A formula developed to account for the type of joint experience, the
intensity/environment of an experience as well as duration/frequency of
the experience is key to the JQS. DoD Instruction (DoDI) 1300.20, *DoD
Joint Officer Management Program Procedures*,[^9] will be revised to
delineate policy for joint qualifications.

1.  **Policy.**

    1.  The Military Departments are expected to provide the joint
        community with officers who are adept at their Service core
        competencies.

    2.  The JQS will allow officers to begin accruing points for their
        joint experiences at the earliest points in their career.

    3.  An officer must be in the grade of O-4 or above to be designated
        as a JQO.

    4.  Officers serving in a JDA (JDAL billet) must complete the tour
        length specified in title 10 U.S.C., §664.[^10]

    5.  NDU graduates must continue to be assigned to traditional JDAs
        in compliance with title 10 U.S.C., §663.

    6.  Officers may gain joint experience while serving in a Service
        billet; however, Service billets will not be placed on the JDAL.

    7.  Cumulative joint credit will convert to joint qualification
        points.

    8.  Joint Qualification approval authorities are:

        1.  Level I -- Military Department, as applicable

        2.  Level II -- Chairman, Joint Chiefs of Staff

        3.  Level III (Joint Qualified Officer) -- USD(P&R), as
            designated by the Secretary of Defense under title 10
            U.S.C., §661(b)(4).

        4.  Level IV -- USD(P&R), as designated by the Secretary of
            Defense under title 10 U.S.C., §661(b)(4).

    9.  If an officer is designated as a JSO prior to October 1, 2007,
        such officer will automatically be designated as a JQO and
        assigned 36 experience points.[^11] Officers may have their
        records reviewed and validated for recognition of additional
        points.

    10. Officers who have completed the requisite JPME II or AJPME (RC
        only) and a full JDA shall be submitted for JQO designation
        following procedures established in a Chairman Joint Chiefs of
        Staff Instruction (CJCSI).

    11. Officers who have completed the requisite JPME II or AJPME (RC
        only) and have not been assigned to a JDA may submit a request
        to have their joint experiences assessed following procedures
        established in a Chairman Joint Chiefs of Staff Instruction
        (CJCSI) to determine if they are eligible to be designated as a
        JQO under provisions of title 10 U.S.C., §661(c)(1)(B)(ii).

    12. For transition to the new system, priority processing will be
        afforded AC O-6s (colonels, or in the case of the Navy,
        captains) who are eligible for their respective Service\'s O-7
        selection board between October 1, 2007 and April 1, 2009.

2.  **Criteria.** Officers receive joint experience via:

    1.  Any assignment/duty designated by the CJCS with direct relevance
        to the definition of \"Joint Matters\".

    2.  Joint Training, Joint Exercise, Joint Education, or other
        Education (must have direct relevance to the definition of
        \"Joint Matters\") designated by the CJCS.

    3.  See Appendix C for Level 1-4 criteria and the Experience Point
        Accrual Formula.

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4.  **Policies and Criteria for Retroactive Joint Qualification**

JOM provisions of the original GNA were intended to promote assignments
to the major joint organizations. One reason for this was the belief
that these venues were where officers gained experience in
developing/promulgating national military strategy and strategic plans.
Another reason was that such joint duty assignments provided tour length
stability. For the past 15 years, the joint task force construct has
been used with more frequency, for combat, humanitarian, and domestic
operations. Increasing numbers of officers are gaining joint experience
through these venues but have not received joint credit because of the
temporary nature of the billets and short deployments/tour lengths.
Recognizing the need to acknowledge that officers in these positions
have gained expertise in joint matters, NDAA 2007 included a provision
to allow the Department to evaluate joint experiences of officers and to
allow those experiences to be retroactively considered for joint
qualifications.

Joint experiences on and after September 11, 2001 that were not captured
under the legacy JOM system may be considered retroactively for joint
qualification. Additionally, in recognition that the RC lacked the
opportunity to receive equivalent joint credit under the GNA and for
parity with AC officers, RC officers will be awarded joint duty credit
for service in qualifying joint assignments designated under provisions
of title 10 U.S.C., chapter 38 that were in effect from October 1, 1986
until September 30, 2007, including RC billets in OSD, the Joint Staff,
Combatant Command headquarters, and Defense Agencies.

1.  **Policy.**

    1.  From October 1, 2007 through September 30, 2010, officers may
        request an assessment of their joint qualifications based on
        joint experiences accrued during the specified retroactive
        periods.

    2.  The effective date of the joint qualifications resulting from
        retroactive experiences described in this implementation plan is
        the approval date of the qualification and does not constitute
        grounds for supplemental promotion consideration of a prior
        promotion selection board.

    3.  Joint experiences on and after September 11, 2001, under the
        criteria of the experience-based JQS as established by this
        implementation plan, apply to officers in all components.

    4.  Priority processing will be afforded AC O-6\'s (colonels, or in
        the case of the Navy, captains) who are eligible to meet their
        respective Service\'s O-7 selection board between October 1,
        2007 and April 1, 2008.

    5.  Officers assigned to the RC who served in qualifying joint
        assignments[^12] designated under provisions of title 10 U.S.C.,
        chapter 38 that were in effect from 1986 until September 30,
        2007 will be awarded full or cumulative joint credit (as
        applicable) and the JSO/JQO designation under Department and
        CJCS procedures in affect September 30, 2007.

        1.  This shall include, as provided in statute, joint credit for
            Desert Shield/Desert Storm and for service in designated
            JTFs.

2.  **Criteria.**

    1.  For joint experiences gained between September 11, 2001 and
        September 30, 2007 --

        1.  See section 3.2 of this plan for applicable criteria.

        2.  Procedures for requesting and processing requests will be
            promulgated by the CJCS.

    2.  RC only retroactive joint qualifications to inception of the GNA
        --

        1.  The provisions of Title 10 USC, sections 661 and 664 enacted
            by the GNA of 1986 and all subsequent revisions in effect
            through September 30, 2007 shall apply.

        2.  Procedures for requesting and processing requests will be
            promulgated by the CJCS.

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5.  **Implementing Responsibilities and Roles**

    1.  **Responsibility.**

        1.  **The Under Secretary of Defense (Personnel and Readiness)
            shall** --

            1.  Establish and promulgate policies for the transition of
                officers from the Joint Specialty System to the Joint
                Qualification System.

            2.  Establish and promulgate polices for the administration
                of the Joint Officer Management program.

            3.  Establish and promulgate policies for the September 11,
                2001 retroactive experience program.

            4.  Monitor the progress of implementation actions to be
                executed by OSD, Joint Staff, and the Military
                Departments.

        2.  **The Assistant Secretary of Defense (Reserve Affairs),
            under the Under Secretary of Defense (Personnel and
            Readiness) shall --**

            1.  Establish and promulgate policies and procedures for
                processing requests for the GNA legacy retroactive joint
                credit.

            2.  Develop procedures for processing requests from RC
                officers.

            3.  Establish and promulgate policies and procedures for RC
                unique joint certification to enable the recognition of
                joint experiences, education and training.

        3.  **The Chairman, Joint Chiefs of Staff shall --**

            1.  Develop procedures to comply with this plan and
                subsequent DoDI guidance for the transition of officers
                from the Joint Specialty System to the Joint
                Qualification System.

            2.  Initiate regulations and procedures to ensure the
                Military Departments comply with the statutory and
                Department policy standards for joint officer
                qualifications.

            3.  Modify existing IT systems which support JOM to include
                future applications and interfaces with the Global Force
                Management (GFM)[^13] system.

            4.  In accordance with the JQS as implemented by this plan,
                assign point values to joint training and
                self-development courses certified to contribute to an
                officer\'s expertise in joint matters.

            5.  Identify, maintain, and publish a list of joint
                exercises.

            6.  Certify that the joint training courses, so designated
                by U.S. Joint Forces Command, do contribute to an
                officer's expertise in joint matters.

        4.  **The Commander, U.S. Joint Forces Command shall \--**

            1.  Certify, maintain and publish a list of joint training
                courses that contribute to an officer\'s expertise in
                joint matters.

        5.  **The Secretaries of the Military Departments** **shall --**

            1.  Initiate regulations, policies and procedures to comply
                with this plan and subsequent DoDI and CJCSI guidance
                regarding Joint Officer Management.

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6.  **Implementation Actions**

> The Joint Qualification System becomes effective October 1, 2007. In
> advance of that date a number of key actions must occur to ensure
> information systems, supporting data elements, and clearly defined
> processes and procedures are in place.
>
> While many tasks can be performed in parallel, there are three key
> actions that must be executed in a timely fashion to ensure the
> Department can meet the October 1, 2007 effective date. Those three
> actions, reflected in red in the chart below, deal with the
> development and promulgation of policies and procedures. The following
> chart identifies necessary actions and assigns completion dates for
> developing supporting guidance, formal instructions, required data
> elements and IT systems, as well as other important steps to ensure
> initial operating capability is achieved.
>
> 6.1 CY 2006-2007

+------+--------+------------------------------------------+----------+
| AC   | ECD    | ACTION                                   | OPR      |
| TION |        |                                          |          |
|      |        |                                          |          |
| \#   |        |                                          |          |
+------+--------+------------------------------------------+----------+
| 6    | Co     | Develop criteria for levels of joint     | **       |
| .1.1 | mplete | qualification.                           | USD(P&R) |
|      |        |                                          | & CJCS** |
+------+--------+------------------------------------------+----------+
| 6    | 15 Feb | Develop and maintain list/catalogue of   | **CJCS** |
| .1.2 | 07     | JTFs established since September 11,     |          |
|      |        | 2001.                                    |          |
+------+--------+------------------------------------------+----------+
| *    | **1    | **Modify existing Joint Task Force       | **CJCS** |
| *6.1 | Mar    | Self-Nomination web page for use as the  |          |
| .3** | 07**   | Joint Experience kiosk (interface        | **J-1**  |
|      |        | between individual officers and their    |          |
|      |        | Service) to allow reporting of joint     | **OCR:** |
|      |        | experiences.**                           |          |
|      |        |                                          | **DMDC** |
+------+--------+------------------------------------------+----------+

+------+--------+------------------------------------------+----------+
| **   | *      | **ACTION**                               | OPR      |
| ACTI | *ECD** |                                          |          |
| ON** |        |                                          |          |
|      |        |                                          |          |
| **   |        |                                          |          |
| \#** |        |                                          |          |
+------+--------+------------------------------------------+----------+
| 6    | 1 Mar  | Coordinate with DMDC to ensure           | **CJCS** |
| .1.4 | 07     | modifications to the Joint Duty          |          |
|      |        | Assignment Management Information System | **J-1**  |
|      |        | (JDAMIS) are ready to make the JSO-JQO   |          |
|      |        | conversion                               | **OCR:** |
|      |        |                                          |          |
|      |        |                                          | **DMDC** |
+------+--------+------------------------------------------+----------+
| 6    | NLT 31 | Deliver JOM JQS Implementation Plan to   | **US     |
| .1.5 | Mar 07 | the Senate and House Armed Services      | D(P&R)** |
|      |        | Committees.                              |          |
|      |        |                                          | **ODUS   |
|      |        |                                          | D(MPP)** |
+------+--------+------------------------------------------+----------+
| 6    | 31 Mar | Revise DoD Instructions to reflect       | **US     |
| .1.6 | 07     | policies that govern the Joint           | D(P&R)** |
|      |        | Qualification System.                    |          |
|      |        |                                          | **ODUS   |
|      |        |                                          | D(MPP)** |
+------+--------+------------------------------------------+----------+
| 6    | 30 Apr | Update CJCSM 3500.03A to                 | **CJCS** |
| .1.7 | 07     | institutionalize CJCS oversight over the |          |
|      |        | certification of joint training courses  | **J-7**  |
|      |        | that contribute to an officer\'s         |          |
|      |        | expertise in joint matters.              |          |
+------+--------+------------------------------------------+----------+
| 6    | 30 Apr | Identify and certify joint training      | **U      |
| .1.8 | 07     | courses whose content contributes to an  | SJFCOM** |
|      |        | officer's knowledge, skill, and ability  |          |
|      |        | in Joint Matters.                        | **J-7**  |
+------+--------+------------------------------------------+----------+
| 6    | 31 May | Identify and assign a point value for    | **CJCS** |
| .1.9 | 07     | each certified joint training course     |          |
|      |        | within the parameters of the JQS         | **J-7**  |
|      |        |                                          |          |
|      |        |                                          | **OCR:   |
|      |        |                                          | U        |
|      |        |                                          | SJFCOM** |
+------+--------+------------------------------------------+----------+
| 6.   | 31 May | Develop and maintain list/catalogue of   | **CJCS** |
| 1.10 | 07     | certified joint training courses.        |          |
|      |        |                                          | **J-7**  |
+------+--------+------------------------------------------+----------+
| 6.   | 31 May | Develop CJCS Instructions to promulgate  | **CJCS** |
| 1.11 | 07     | procedures for operationalizing the      |          |
|      |        | Joint Qualification System.              | **J-1**  |
+------+--------+------------------------------------------+----------+
| 6.   | 1 Jun  | Prepare and staff delegation of          | **O      |
| 1.12 | 07     | authority letter for SecDef signature -- | USD(MPP) |
|      |        | delegates to USD(P&R) authority to       | OEPM**   |
|      |        | designate officers as JQO IAW title 10   |          |
|      |        | USC, sec 661(b)(2)-(4).                  |          |
+------+--------+------------------------------------------+----------+
| 6.   | 31 Jul | Services establish internal processes to | **Se     |
| 1.13 | 07     | comply with OSD policy and CJCS          | rvices** |
|      |        | procedures regarding the JQS.            |          |
+------+--------+------------------------------------------+----------+
| 6.   | 31 Jul | Identify O-6 population, by name, that   | **Se     |
| 1.14 | 07     | (1) would be eligible for JQO            | rvices** |
|      |        | designation via the standard JDA/JPME II |          |
|      |        | completion method with the sequencing no |          |
|      |        | longer an issue; and (2) have completed  |          |
|      |        | JPME II and need their duty history      |          |
|      |        | assessed to determine if they have the   |          |
|      |        | appropriate number of joint experience   |          |
|      |        | points to qualify as a JQO               |          |
+------+--------+------------------------------------------+----------+
| 6.   | 15 Aug | Conduct Beta Test of \"Joint Qualified   | **Se     |
| 1.14 | 07     | Officer\" designation procedures from    | rvices** |
|      |        | sampling of O-6 records.                 |          |
|      |        |                                          | **OCR:** |
|      |        |                                          |          |
|      |        |                                          | **CJ     |
|      |        |                                          | CS/J-1** |
+------+--------+------------------------------------------+----------+
| 6.   | 1 Oct  | NDAA 07 sec 516 and 519 provisions go    |          |
| 1.15 | 07     | into effect.                             |          |
|      |        |                                          |          |
|      |        | (These provisions change title 10 USC    |          |
|      |        | sections 661 and 668)                    |          |
+------+--------+------------------------------------------+----------+
| **   | **1    | **Joint Specialty Officers redesignated  | **Se     |
| 6.1. | Oct    | as Joint Qualified Officers.**           | rvices** |
| 16** | 07**   |                                          |          |
+------+--------+------------------------------------------+----------+

+------+--------+------------------------------------------+----------+
| **   | *      | **ACTION**                               | OPR      |
| ACTI | *ECD** |                                          |          |
| ON** |        |                                          |          |
|      |        |                                          |          |
| **   |        |                                          |          |
| \#** |        |                                          |          |
+------+--------+------------------------------------------+----------+
| **   | **31   | **Develop/execute Strategic              | **US     |
| 6.1. | Dec    | Communication Plan to spread the word    | D(P&R)** |
| 17** | 07**   | about the transition from the Joint      |          |
|      |        | Specialty System to the Joint            | **ODUS   |
|      |        | Qualification System.**                  | D(MPP)** |
|      |        |                                          |          |
|      |        |                                          | **OCR:** |
|      |        |                                          |          |
|      |        |                                          | **CJ     |
|      |        |                                          | CS/J-1** |
+------+--------+------------------------------------------+----------+

**7.0 Challenges and Potential Barriers**

As with any new program or major change to an existing program, it is
important to acknowledge that no matter how much time and effort has
been expended in planning for the transition to a new system, there will
be challenges that may arise. This section identifies challenges that
the Department will monitor as the JQS program is fielded. Additionally,
potential barriers are noted for inclusion in the strategic
communications plan, as well as through oversight reviews by the CJCS
and USD(P&R).

**7.1 Issues**

7.1.1 Assignment stability in joint organizations (e.g. Services must
maintain the

36 month tour length average, for O-6s and below).

7.1.2 Resource (manpower and funding) requirements to manage the
supporting IT

systems and processes.

7.1.3 IT and personnel systems may be challenged.

**7.2 Potential Barriers**

7.2.1 Timeliness of processing qualification packages.

7.2.2 Consistency of information reported/validated by the Services.

> 7.2.3 IT and personnel systems will experience overload during initial
> roll-out of the
>
> JQS.

7.2.4 Resource (manpower and funding) requirements to manage the
supporting IT

systems and processes.

8.  **Future Implementation Activities and Goals**

> 8.1 CY 2008

+------+---+-------+------------------------------------------+----------+
| AC   |   | ECD   | ACTION                                   | OPR      |
| TION |   |       |                                          |          |
|      |   |       |                                          |          |
| \#   |   |       |                                          |          |
+------+---+-------+------------------------------------------+----------+
| 8    | 3 |       | Identify/certify/maintain list of joint  | **U      |
| .1.1 | 0 |       | exercises (11 Sep 01 to the present)     | SJFCOM** |
|      | J |       |                                          |          |
|      | u |       |                                          | **J-7**  |
|      | n |       |                                          |          |
|      | 0 |       |                                          |          |
|      | 8 |       |                                          |          |
+------+---+-------+------------------------------------------+----------+
| 8    | 3 |       | Establish criteria for assessing joint   | **CJCS** |
| .1.2 | 0 |       | content and value of other education     |          |
|      | J |       | experiences associated with the          | **J-7**  |
|      | u |       | definition of joint matters              |          |
|      | n |       |                                          |          |
|      | 0 |       |                                          |          |
|      | 8 |       |                                          |          |
+------+---+-------+------------------------------------------+----------+
| 8    | 3 |       | Establish criteria for and method of     | **CJCS** |
| .1.3 | 0 |       | assessing joint experience in            |          |
|      | J |       | "in-Service" billets                     | **J-1**  |
|      | u |       |                                          |          |
|      | n |       |                                          |          |
|      | 0 |       |                                          |          |
|      | 8 |       |                                          |          |
+------+---+-------+------------------------------------------+----------+
| 8    | 3 |       | Identify and incorporate business rules  | **CJCS** |
| .1.4 | 0 |       | for broader joint experiences & training |          |
|      | S |       | opportunities into CJCSI, as appropriate | **J      |
|      | e |       |                                          | -1/J-7** |
|      | p |       |                                          |          |
|      | 0 |       |                                          |          |
|      | 8 |       |                                          |          |
+------+---+-------+------------------------------------------+----------+
| *    | * |       | **Develop method to assess mastery of    | **CJCS** |
| *8.1 | * |       | joint-leader competencies**[^14]         |          |
| .5** | 3 |       |                                          | **J-7**  |
|      | 1 |       |                                          |          |
|      | D |       |                                          |          |
|      | e |       |                                          |          |
|      | c |       |                                          |          |
|      | 0 |       |                                          |          |
|      | 8 |       |                                          |          |
|      | * |       |                                          |          |
|      | * |       |                                          |          |
+------+---+-------+------------------------------------------+----------+

> 8.2 CY 2009

+------+--------+--------------------------------------------+---------+
| AC   | ECD    | ACTION                                     | OPR     |
| TION |        |                                            |         |
|      |        |                                            |         |
| \#   |        |                                            |         |
+------+--------+--------------------------------------------+---------+
| 8    | 1 Jan  | Remove temporary billets (e.g. validated   | *       |
| .2.1 | 09     | JTF HQs positions) from the JDAL.          | *CJCS** |
|      |        | Individuals filling these billets will     |         |
|      |        | have their joint experiences assessed      | **J-1** |
|      |        | under the \"Alternate Path\" under the     |         |
|      |        | JQS.                                       |         |
+------+--------+--------------------------------------------+---------+
| 8    | 1 Oct  | Joint Organizations incorporate Joint      | **OSD,  |
| .2.2 | 09     | Qualification Levels as part of billet     | JS,     |
|      |        | requisition                                | COCOMs, |
|      |        |                                            | Defense |
|      |        |                                            | Age     |
|      |        |                                            | ncies** |
|      |        |                                            |         |
|      |        |                                            | *       |
|      |        |                                            | *OCR:** |
|      |        |                                            |         |
|      |        |                                            | **CJC   |
|      |        |                                            | S/J-1** |
|      |        |                                            |         |
|      |        |                                            | **WHS** |
+------+--------+--------------------------------------------+---------+
| *    | **31   | **Review/Evaluate Joint Qualification      | **U     |
| *8.2 | Dec    | System**                                   | SD(P&R) |
| .3** | 09**   |                                            | and     |
|      |        |                                            | CJCS**  |
+------+--------+--------------------------------------------+---------+

**8.3 CY 2010**

+------+--------+-------------------------------------------+----------+
| AC   | ECD    | ACTION                                    | OPR      |
| TION |        |                                           |          |
|      |        |                                           |          |
| \#   |        |                                           |          |
+------+--------+-------------------------------------------+----------+
| 8    | 1 Oct  | Create IT-enabled system that tracks and  | **CJCS** |
| .3.1 | 10     | reports joint experience when it occurs.  |          |
|      |        | Seamless interface between the Services   | **J-1**  |
|      |        | and appropriate Joint Qualification       |          |
|      |        | approval authority.                       |          |
+------+--------+-------------------------------------------+----------+
| *    | **1    | **Develop JOM IT system interface within  | **CJCS** |
| *8.3 | Oct    | GFM structure**                           |          |
| .2** | 10**   |                                           | **J      |
|      |        |                                           | -1/J-8** |
+------+--------+-------------------------------------------+----------+

***THIS PAGE INTENTIONALLY***

***LEFT BLANK***

***APPENDICES***

**APPENDIX -- A**

***CJCSI 1800.01C***

***Annex A to Appendix A to Enclosure A***

![](media/image7.wmf){width="6.507638888888889in"
height="8.009722222222223in"}

**APPENDIX -- B**

*JOINT QUALIFICATION CRITERIA AND POINTS FORMULA*

+--------+-------------------------------------------------------------+
| ***LE  | ***CRITERIA***                                              |
| VEL*** |                                                             |
+--------+-------------------------------------------------------------+
| *      | a\. Awarded upon joint certification of pre-commissioning   |
| **I*** | [and]{.underline} basic officer course completion.          |
|        |                                                             |
|        | \-- These courses provide learning objectives dealing with  |
|        | "Joint Introduction and Awareness".                         |
|        |                                                             |
|        | b\. Junior Officers are focused on Service competencies.    |
|        |                                                             |
|        | c\. Qualification points begin to accrue following          |
|        | commissioning via opportune joint experiences, joint        |
|        | training, joint exercises, and other education.             |
+--------+-------------------------------------------------------------+
| **     | a\. Awarded upon completion of JPME I, accrual of 18        |
| *II*** | points, and certification by the CJCS.                      |
|        |                                                             |
|        | b\. A minimum of 12 points must come from "Joint            |
|        | Experience"                                                 |
|        |                                                             |
|        | c\. Additional points may be derived from joint experience, |
|        | joint training, joint exercises, and other education        |
+--------+-------------------------------------------------------------+
| ***    | a\. Awarded upon completion of JPME II or AJPME (Reserve    |
| III*** | Component officers), accrual of 36 total points, and        |
|        | certification by the Secretary of Defense or his designee.  |
|        |                                                             |
|        | b\. A minimum of 12 "Joint Experience" points must have     |
|        | accrued since award of Level II                             |
|        |                                                             |
|        | c\. Additional points may be derived from joint training,   |
|        | joint exercises, and other education                        |
|        |                                                             |
|        | d\. Formal designation: Joint Qualified Officer (JQO)       |
|        |                                                             |
|        | e\. Effective 30 Sep 2008, JQO required for appointment as  |
|        | an O-7 (AC Only)                                            |
+--------+-------------------------------------------------------------+
| **     | a\. Awarded upon completion of CAPSTONE, accrual of 60      |
| *IV*** | total points, and certification by the Secretary of Defense |
|        | or his designee.                                            |
| *      |                                                             |
| **G/FO | b\. A minimum of 24 additional "Joint Experience" points    |
| O      | accrued from an assignment in a G/FO joint billet in        |
| nly*** | OSD/JS/COCOM HQs/JTF HQs/Defense Agency                     |
+--------+-------------------------------------------------------------+

**APPENDIX -- C**

***GLOSSARY***

+-----------------------------------------------------------------------+
| **AJPME**: Advanced Joint Professional Military Education (AJPME) at  |
| JFSC is a Reserve Component (RC) course similar in content, but not   |
| identical to, the in-residence JFSC Phase II course. AJPME students   |
| shall be JPME Phase I graduates. AJPME educates RC officers and       |
| builds upon the foundation established in JPME Phase I. It prepares   |
| RC officers (O-4 to O-6) for joint duty assignments. (CJCSI 1800.01C, |
| 22 December 2005)                                                     |
+-----------------------------------------------------------------------+
| **CAPSTONE**: A mandated 6-week course for newly selected G/FOs. The  |
| course objective is to make these individuals more effective in       |
| planning and employing US forces in joint and combined operations.    |
| The CAPSTONE curriculum examines major issues affecting national      |
| security decision-making, military strategy, joint and combined       |
| doctrine, interoperability and key-allied nation issues. (CJCSI       |
| 1800.01C, 22 December 2005)                                           |
+-----------------------------------------------------------------------+
| **Civilian Experience**: Specific capabilities - Knowledge, Skills    |
| and Abilities (KSAs) acquired through the continuum of a civilian     |
| career.  Civilian acquired KSAs must be valued and evaluated for      |
| relevance to the definition of Joint Matters and joint doctrine.      |
+-----------------------------------------------------------------------+
| **Distance Education**: Learning situation in which the instructor    |
| and/or students are separated by time, location, or both. Education   |
| or training, courses are delivered to remote locations via            |
| synchronous or asynchronous means of instruction, including written   |
| correspondence, text, graphics, audio- and videotape, CD-ROM,         |
| distributed online learning, audio- and videoconferencing and fax.    |
| Distance education does not preclude the use of the traditional       |
| classroom. The definition of \"distance education\" is usually meant  |
| to describe something, which is broader than and entails the          |
| definition of e-learning. (CJCSI 1800.01C, 22 December 2005)          |
+-----------------------------------------------------------------------+
| **Education**: Education conveys general bodies of knowledge and      |
| develops habits of mind applicable to a broad spectrum of endeavors.  |
| (CJCSI 1800.01C, 22 December 2005)                                    |
+-----------------------------------------------------------------------+
| **E-learning**: Broad definition of the field of using technology to  |
| deliver education and training programs. It is typically used to      |
| describe media such as DVD, CD-ROM, internet, intranet, or wireless   |
| learning. (CJCSI 1800.01C, 22 December 2005)                          |
+-----------------------------------------------------------------------+
| **Global Force Management (GFM)**. GFM aligns force apportionment,    |
| assignment, and allocation methodologies in support of the National   |
| Defense Strategy and joint force availability requirements. It        |
| provides senior decision makers a process to assess quickly and       |
| accurately the impact and risk of proposed changes in                 |
| forces/capability assignment, apportionment, and allocation. The data |
| initiative associated with GFM directed in \"Strategic Planning       |
| Guidance, 2006-2011\" is an effort within the Department of Defense   |
| to formulate a strategy and systems for organizing data to better     |
| support the GFM process.                                              |
+-----------------------------------------------------------------------+
| **Intensity**. Degree, magnitude or difficulty to which a particular  |
| joint task, assignment, or environment provides joint exposure.       |
| (e.g., Assignment to a warfighting COCOM staff may provide a high     |
| level of intensity while a routine staff assignment may provide a     |
| lesser level of intensity.)                                           |
+-----------------------------------------------------------------------+
| **Joint Acculturation**: Familiarization with the joint working       |
| environment for a duration and intensity that allows understanding    |
| and working knowledge of joint operations and sister service          |
| culture(s); member's primary job duty or extended/repeated exposure   |
| to joint environment.                                                 |
+-----------------------------------------------------------------------+
| **Joint Experience.** Joint experience is a key learning opportunity; |
| it is where education and training move from concept to reality. The  |
| intellectual understanding of conflict that is gained through         |
| experience rounds out the continuum of joint learning. The joint      |
| experience pillar implicitly recognizes that the successful           |
| application of what individuals learn via JIT, JPME, and              |
| self-development is essential. Learning to operate jointly is not an  |
| academic pursuit although it entails an understanding of the spectrum |
| of conflict; its competencies must be demonstrated by practice. Joint |
| experience accrues where jointness is applied. This plan underscores  |
| the need for a protocol for measuring joint performance in all its    |
| parameters e.g. a joint litmus test. This is an essential requirement |
| for building a larger pool of jointly qualified officers.             |
+-----------------------------------------------------------------------+
| **Joint Duty Assignment**: An assignment which provides significant   |
| experience in joint matters as defined by title 10 USC, sec 668.      |
| There are two types of JDAs.                                          |
|                                                                       |
| > 1\. Standard Joint Duty Assignment (S-JDA): An assignment that      |
| > meets the tour length requirement prescribed in title 10 USC, sec   |
| > 664(a).                                                             |
| >                                                                     |
| > 2\. Experience-based Joint Duty Assignment (E-JDA): Such other      |
| > assignments and experiences that demonstrate an officer\'s mastery  |
| > of knowledge, skills, and abilities in joint matters, as determined |
| > under such regulations and policy as prescribed by the Secretary of |
| > Defense. E-JDAs may be shorter in duration; therefore, they may be  |
| > aggregated to achieve the equivalent of a full tour of duty in an   |
| > S-JDA.                                                              |
+-----------------------------------------------------------------------+
| **Joint Individual Training (JIT)**: Training offered to prepare      |
| individuals to perform duties in joint organizations or to operate    |
| uniquely joint systems (e.g., joint deployable (J2) intelligence      |
| support system)  and can be joint academic courses or other           |
| organizational training conducted by the Office of the Secretary of   |
| Defense, combat support agencies, combatant commands, Services,       |
| Reserve Forces, or the National Guard. (Derived from CJCSI 1800.01C,  |
| 22 December 2005, and Joint Training Policy)                          |
+-----------------------------------------------------------------------+
| **Joint matters** \[Title 10, sec 668 as amended by NDAA 2007 sec     |
| 519; effective 1 Oct 07\]                                             |
|                                                                       |
| \(1\) ...matters related to the achievement of unified action by      |
| multiple military                                                     |
|                                                                       |
| forces in operations conducted across domains such as land, sea, or   |
| air, in                                                               |
|                                                                       |
| space, or in the information environment, including matters relating  |
| to --                                                                 |
|                                                                       |
| \(A\) national military strategy;                                     |
|                                                                       |
| \(B\) strategic planning and contingency planning;                    |
|                                                                       |
| \(C\) command and control of operations under unified command;        |
|                                                                       |
| \(D\) national security planning with other departments and agencies  |
| of the                                                                |
|                                                                       |
| United States; and                                                    |
|                                                                       |
| \(E\) combined operations with military forces of allied nations.     |
|                                                                       |
| \(2\) In the context of joint matters, the term "multiple military    |
| forces" refers to                                                     |
|                                                                       |
| forces that involve participants from the armed forces and one or     |
| more of                                                               |
|                                                                       |
| the following:                                                        |
|                                                                       |
| \(A\) Other departments and agencies of the United States.            |
|                                                                       |
| \(B\) The military forces or agencies of other countries.             |
|                                                                       |
| \(C\) Non-governmental persons or entities.                           |
+-----------------------------------------------------------------------+
| **Joint Officer Development**: a process to produce the largest       |
| possible body of fully qualified and inherently joint officers for    |
| joint and staff responsibilities by cultivating an officer\'s service |
| competencies and transforming them into joint capabilities through    |
| Joint Professional Military Education, training, experiences and      |
| self-development. (*CJCS Vision for Joint Officer Development,        |
| November 2005*)                                                       |
+-----------------------------------------------------------------------+
| **Joint Officer Management**: the method for managing officers        |
| through the continuum of joint experiences, including developmental   |
| and joint assignments, along with joint training. Provides the        |
| mechanism for tracking joint experiences and qualifications.          |
+-----------------------------------------------------------------------+
| **Joint Professional Military Education (JPME)**: A CJCS-approved     |
| body of objectives, outcomes, policies, procedures and standards      |
| supporting the educational requirements for joint officer management. |
| (CJCSI 1800.01C, 22 December 2005)                                    |
|                                                                       |
|                                                                       |
|                                                                       |
| **JPME Phases** -- Joint Professional Military Education is a         |
| three-phase approach to professional development in joint matters     |
| consisting of JPME I, JPME II, and the Capstone course which meet     |
| JPME criteria and are accredited by the Chairman of the Joint Chiefs  |
| of Staff.                                                             |
+-----------------------------------------------------------------------+
| **Joint Qualification**: (1) a level of proficiency ascribed by the   |
| Secretary of Defense with the advice and counsel of the Chairman of   |
| the Joint Chiefs of Staff; (2) one in a series of hierarchical        |
| standards attained by an individual with joint experiences,           |
| education, training, and/or acculturation.                            |
+-----------------------------------------------------------------------+
| **Joint Qualified Officer (JQO)**: Replaces legacy term \"Joint       |
| Specialty Officer (JSO)\" by taking into consideration the level, or  |
| amount, of joint experience attained by an officer through            |
| assignments, education, training, exercises and self-development.     |
| Currency, frequency, and intensity are also factors in assessing      |
| qualification levels. Officers must complete JPME II (AJPME is        |
| acceptable for RC officers only) to be eligible for the JQO           |
| designation. An officer must be in the grade of O-4 or above to be    |
| designated as a JQO.                                                  |
+-----------------------------------------------------------------------+
| **Joint Training**: Training, including mission rehearsals, of        |
| individuals, units, and staffs using joint doctrine or joint tactics, |
| techniques, and procedures to prepare joint forces or joint staffs to |
| respond to strategic, operational, or tactical requirements           |
| considered necessary by the Combatant Commanders to execute their     |
| assigned or anticipated missions.  Joint Training  involves forces of |
| two or more Military Departments interacting with a combatant command |
| or subordinate joint force commander, and involves joint forces,      |
| joint staffs and/or individuals preparing to serve on a joint staff   |
| or in a joint organization and is conducted using joint doctrine.     |
|                                                                       |
|                                                                       |
|                                                                       |
| Reference: (a)  Title X USC, PUBLIC LAW 108-375, FY05 National        |
| Defense Authorization Act, 28 October 2004; (b)  CJCSI 1800.01C,      |
| *Officer Professional Military Education Policy,* 22 December 2005;   |
| (c)  CJCSI 3500.01C, *Joint Training Policy and Guidance for the      |
| Armed Forces of the United States,* 15 March 2006                     |
+-----------------------------------------------------------------------+
| **Participation Descriptors**:                                        |
|                                                                       |
| > **Leader** - Exercises formal authority and direction over          |
| > significant organizational elements or major tasks.                 |
| >                                                                     |
| > **Planner** - Serves as the focal point for an activity or          |
| > organization. Empowered to speak on behalf of their organization    |
| > and make commitments for specified support. There can be more than  |
| > one.                                                                |
| >                                                                     |
| > **Participant** - A person actively involved in an event capable of |
| > making positive contributions to the mission.                       |
+-----------------------------------------------------------------------+
| **Self-development**: The continuous and deliberate process of        |
| engaging in learning activities used to enhance and improve one's     |
| depth of knowledge, capabilities, and potential in joint matters. Its |
| objective is to provide a means for acquiring enhanced knowledge,     |
| understanding, performance, and competence beyond that developed, or  |
| experienced in an organization. \[*Learning activities can include    |
| active participation in seminars, forums, working groups, and other   |
| verifiable activities that align with and support the objective of    |
| developing and improving joint capabilities.*\]                       |
+-----------------------------------------------------------------------+

**APPENDIX -- D**

***ACRONYMS***

  -------------- --------------------------------------------------------
  **SYMBOL**     **DEFINITION**

  AC             Active Component

  AJPME          Advanced Joint Professional Military Education

  CJCS           Chairman of the Joint Chiefs of Staff

  CJCSI          Chairman of the Joint Chiefs of Staff Instruction

  COCOM          Combatant Command

  CY             Calendar Year

  DL             Distributed Learning

  DMDC           Defense Manpower Data Center

  DoD            Department of Defense

  DoDI           Department of Defense Instruction

  FY             Fiscal year

  GFM            Global Force Management

  GNA            Goldwater-Nichols Department of Defense Reorganization
                 Act of 1986

  G/FO           General/Flag Officer

  JDAL           Joint Duty Assignment List

  JIT            Joint Individual Training

  JOD            Joint Officer Development

  JOM            Joint Officer Management

  JPME           Joint Professional Military Education

  JQO            Joint Qualified Officer

  JQS            Joint Qualification System

  JSO            Joint Specialty Officer

  NDAA           National Defense Authorization Act

  ODUSD(MPP)     Office of the Deputy Under Secretary of Defense
                 (Military Personnel Policy)

  OSD            Office of the Secretary of Defense

  RC             Reserve Component

  USC            United States Code

  USJFCOM        United States Joint Forces Command
  -------------- --------------------------------------------------------

**APPENDIX -- E**

***OBJECTIVES***

***OF***

***THE STRATEGIC PLAN FOR JOINT OFFICER MANAGEMENT***

***AND JOINT PROFESSIONAL MILITARY EDUCATION***

  ----------------------------------- -----------------------------------
  **[Strategic                        **[Action]{.underline}**
  Objectives]{.underline}**           

  **Develop a JOM system relevant to  **Increase flexibility in the
  21^st^ Century mission and force    established management assessment
  structure requirements.**           mechanisms, practices, policies,
                                      and statutes which act as
                                      controlling influences on joint
                                      operations and personnel.**

                                      

  **Produce the largest possible body **Enhance methods for delivering
  of fully qualified and inherently   joint education, training, and
  joint officers suitable for joint   experience across the spectrum of
  command and staff                   grades and specialties by
  responsibilities.**[^15]            establishing a joint learning
                                      continuum of four interdependent
                                      supporting pillars.**[^16]

                                      

  **Develop a pool of fully qualified **Ensure officers are strategically
  and inherently joint leaders for    minded, critical thinkers who are
  promotion to general/flag officer   skilled in those capabilities
  rank.** [^17]                       specific to joint warfighting.
                                      Shift focal point to growing the
                                      largest possible number of fully
                                      qualified and inherently joint
                                      colonels and captains.**

                                      

  **Maintain the quality of officers  **Develop more robust tracking and
  in joint assignments.**             management system for officer joint
                                      qualifications/competencies and
                                      directly link Service systems
                                      supporting assignment selection.**
  ----------------------------------- -----------------------------------

[^1]: The Strategic Plan for JOM & JPME was approved by the Secretary of
    Defense 3 April 2006 (Strategic Plan objectives at Appendix F). The
    Chairman\'s JOD Vision was issued in November 2005.

[^2]: The term \"Reserve Component\" as used in the plan and subsequent
    joint officer management policies and procedures refers to officers
    on the Reserve Active Status List.

[^3]: The term \"Active Component\" as used in the plan and subsequent
    joint officer management policies and procedures refers to officers
    on the Active Duty List.

[^4]: Joint experiences include joint training, education, participation
    in exercises, and self-development learning opportunities.

[^5]: Sec 516(h)(2)

[^6]: If an officer completed two JDAs, he or she could request the
    Secretary waive the sequencing requirement. Additionally, a built-in
    exception allows officers serving in Critical Occupational
    Specialties (COS) to complete JPME II and the JDA out of sequence.

[^7]: CJCSI 1800.01C, *Officer Professional Military Education Policy
    (OPMEP)*, 22 December 2005, is the governing issuance for joint
    education.

[^8]: An example of such training would be \"Joint Knowledge Online\"
    offered by the U.S. Joint Forces Command\'s Joint Warfighting
    Center. Using advanced technology training opportunities, combatant
    commanders, service members and multinational partners can
    participate in special training events and take advantage of on-line
    individualized training and education programs to increase their
    knowledge of joint and coalition operations. Such programs prepare
    personnel for real-world joint military assignments when time and
    resources for conducting a collective training event are scarce.

[^9]: Most current version of DoDI 1300.20 is dated December 20, 1996.

[^10]: Military Departments are required to maintain a 36 month tour
    length average for O-6\'s and below, and 24 months for G/FO\'s
    serving in JDAs.

[^11]: See Appendix C for Experience Point Accrual Formula and Joint
    Qualification Level 1-4 criteria.

[^12]: A \"qualifying joint assignment\" is one served in a billet that
    was on the Joint Duty Assignment List or a billet within a 100
    percent joint organization (Office of the Secretary of Defense,
    Joint Staff, or Combatant Command Headquarters) and Defense Agencies
    that was designated to be filled only by RC officers.

[^13]: GFM provides senior decision makers a process to assess quickly
    and accurately the impact and risk of proposed changes in
    forces/capability assignment, apportionment, and allocation. The
    data initiative associated with GFM, directed in \"Strategic
    Planning Guidance, 2006-2011\" is an effort within the DoD to
    formulate a strategy and systems for organizing data to better
    support the GFM process. Source: CJCS, DRAFT \"Global Force
    Management Data Initiative Implementation Plan,\" January 5, 2007

[^14]: The CJCS Vision for Joint Officer Development issued in November
    2005, states: (Pg 2) \"This posits the requirement to identify and
    inculcate a set of joint leader competencies and skills based on the
    enduring values of the Joint Force.\" It further states: \"The
    individual learner shall be assessed against the competencies and
    ability to demonstrate the desired behavior.\"

[^15]: CJCS Vision for Joint Officer Development (JOD), November 2005.

[^16]: CJCS Vision for JOD Vision identifies the four pillars as: Joint
    Individual Training, Joint Professional Military Education, Joint
    Experience, and Self-development.

[^17]: A natural evolution of the original objective of the GNA which
    was to ensure that general and flag officers are well-rounded in
    joint matters.