Making Sense of Battalion Command Selection

Every year, hundreds of officers approach a professional development milestone that will determine whether they achieve what many consider a lifelong goal. That milestone is the Battalion Command Selection Board. Though they’ve put in hard work over countless hours to become competitive for this board, most officers are uninformed about how the Army selects battalion commanders and slates them to specific units.

Even officers I worked with at Human Resources Command were not aware of the intricacies of the process. This post aims to close that knowledge gap by explaining the Centralized Selection List (CSL) process. It is immediately relevant for Army officers competing for battalion command this year. It is ultimately relevant for anyone who wants to compete for battalion command at some point in his or her career.

The full version of this infographic is available at the end of this article.

This article does not officially represent the Army or HRC. Rather, it is my interpretation of regulations, policies, and mentorship I’ve received from senior officers, Lieutenant Colonels slated for battalion command next year, and current/former members of HRC. It is also a reflection of my own experience as an officer currently in the midst of the CSL process. If I were to give a professional development class on the topic, this article is what I would teach.

I personally believe the process is both fair and efficient in selecting the officers with the most potential to succeed at the battalion level and beyond. I believe this because the CSL is truly performance based – there is no way to game the system. I agree with a peer of mine who said, “You simply won’t find a more merit-based selection process than the Army’s CSL. But it’s complicated and deserves a dedicated effort on the part of its participants to understand its nuances.”

The CSL Board

The “CSL” refers to the Army’s process to identify, select, and slate officers for future command. This post focuses on battalion command, but the CSL process also selects brigade commanders and even non-command positions like G1, G2, G6, and G8 (in addition to “K” coded billets for Functional Area billets.) According to the present officer development model (2015), the first consideration for battalion command is the CSL Board which occurs at Year Group + 16. For instance, 2015’s Battalion CSL Board considered officers who graduated in 1999, or Year Group 99, to take commands available in Fiscal Year 17 (Oct ’16 – Sep ’17). Officers can compete in three battalion command boards, but have a much higher chance of selection in their first year.

The CSL Board consists of officers in the ranks of Colonel to Major General. They convene at HRC in Fort Knox, KY to review officers who have been selected for promotion to Lieutenant Colonel. There is roughly one board member from each branch represented in the candidate list. Operations Division is the largest with 12, while other divisions have as few as 5 board members.

Many documents influence the CSL Process. DA Memo 600-2 guides the conduct of Active-Duty Officer Selection Boards. DA PAM 600-3 prescribes officer professional development and career management. The Army Chief of Staff provides specific guidance to HRC for use during the slating process in the Fiscal Year CSL Command and Key Billet Slating Guidance. (That link is an example. You can find the current slating guidance at this CAC-enabled link.) The board also references information regarding each competed command, like the number of Principal and Alternate command requirements allotted for that fiscal year.

It is each individual’s performance, represented by the board file documents, that truly determine whether an officer is selected for command. The DA Photo, Officer Record Brief, Officer Evaluation Reports, and derogatory information paint the total picture for each board member to assess command potential. Aside from the board file, the most important input that individual officers have to the CSL Board is the Command Preference Designation, which I will discuss shortly.

In tightly closed sessions, the board members review hundreds of files in their respective Divisions (Operations, Operations Support, and Force Sustainment) and cast votes on the strength of each officer’s file. (Click here for a very comprehensive video guide to the selection board process.) If you aren’t sure what constitutes a strong board file, call your HRC Branch Assignment Officer and ask. That’s what they’re there for.

This Order of Merit List, or OML, is the most influential output of the CSL process. Board members use a voting system to generate a “1 to X” ranking of the officers, where number one is the highest-scoring officer. The OML determines which officers have risen above their peers to earn battalion command opportunities, as well as the amount of preference each officer will receive during slating. It’s helpful to think of each officer’s score as a combined opinion of the board members, expressed in numerical terms.

Many do not realize that the Board may also recommend officers to ‘show cause for retention’ based on substandard performance of duty, misconduct, moral and professional dereliction, and/or actions inconsistent with national security. Officers with undesirable information in their files may incur risk by competing for CSL selection.

Divisions and Sub-Categories

It’s important to note that the CSL Board process occurs according to Division. So, board members from Operations Division (Infantry, Armor, Artillery, Engineers, etc.) screen and select only officers from Operations Division. This means that, unlike promotion boards which combine the branches and divisions into generally a single pool of officers, the CSL Board members are more familiar with the career-specific characteristics of the files they assess. It also means that during your command look, the Board will compare you to similar, but not identical peers.

The Army groups command opportunities into subcategories. Some subcategories are branch-specific (i.e. only Civil Affairs officers can compete for Civil Affairs commands) and some are available to officers from multiple branches and divisions (branch immaterial commands). Installation commands, for example, can be filled by almost any branch. Specifically, Infantry Branch officers are eligible to compete in two tactical subcategories, Infantry Operations and Maneuver Operations.

The CPD = Your Vote

Officers competing for command may preference the available subcategories and commands through a program called Command Preference Designation (CPD). Officers have several weeks prior to the CSL Board to log on and verify that they want to compete for command. After they “opt in” for command, officers must rank order every subcategory and then every command-select position within that subcategory. Note: officers MUST “opt in” using this process to be considered for command.

Here is an excerpt from the CPD Guide that HRC sends to each competing officer:

command selection

battalion command

In the words of the HRC Command Management Division Chief (here and below), “The board uses the subcategory preference to slate to subcategory principal requirements based on OML position.” With a complete OML in hand, the Board starts at the top of the list and assigns each officer to a subcategory based on his or her CPD preferences. Each subcategory has an allotted number of Principal and Alternate command requirements. The top ranked officer is awarded first choice of subcategory, becoming a Principal selectee in that subcategory. Working down the OML, when Principal slots are filled, remaining officers become Alternates.

The resulting products are called attest rosters, which are “a list of principals, by subcategory, and a single alternate list, by assignment division, in OML order.” HRC will then use these rosters as the starting point for slating individual officers to specific commands.

Note: the board fills Principal requirements FIRST, then Alternate requirements. So, if the Principal slots in your desired subcategory are full, the board will move to your second subcategory for placement before making you an Alternate. This ensures that the highest scoring officers receive command, ANY command, ahead of lower scoring officers.

If you are confused about this process, consider this illustration. Let’s say there are 30 Lieutenant Colonels competing for battalion command in the two subcategories of Tactical and Installation. G1 and HRC have generated requirements for 5 Principals and 5 Alternates in each category (totaling 20 slots). The CSL Board screens the officers and generates an OML from “LTC One” to “LTC Thirty.” They see that LTC One’s CPD preference is Tactical, so they assign him there. LTC Two’s CPD preference is Installation and there are still 5 open Principal requirements there, so she gets Installation. LTC Three wants Tactical, and he gets it because there are still 4 Principal requirements left after LTC One was slotted there. Remember, the Alternate list is not divided by subcategory, so after all the Principal slots fill up (5 Tactical and 5 Installation), LTCs Eleven through Twenty will make up the Alternate list but could end up with either Tactical or Installation if called to the Principal list. LTCs Twenty One through Thirty will not receive an opportunity to command in that fiscal year.

Battalion Command Slating

Post-board, the respective HRC Branches receive the list of Principal and Alternate selectees and work with Command Management Branch and within their Divisions to slate officers to specific units. They reference DA PAM 600-3, the CSA’s command slating guidance, CSL Board documents, and take guidance from the HRC chain of command and the branch Proponent office.

Each division and branch receives similar but tailored guidance regarding command slating. There is, however, an approved, algorithmic process by which officers are slated for specific commands. Branches have the difficult task of balancing an officer’s personal preferences, availability, skills, and experience with the needs of the Army. In general, higher placement on the CSL Board OML increases an officer’s chance of getting the battalion he or she wants. Other factors influence the process, however.

Some officers are not qualified for command in certain units (think Jumpmaster, Special Operations, Top Secret clearance requirements, etc.). Others have particulars about their files that affect their unit assignment (Exceptional Family Member concerns, dual-military family, etc.). Branches must follow published and non-published guidance or justify exceptions.

Approval of the proposed battalion command slate begins at the branches and progresses through the HRC chain of command to the Army G1, and ultimately the Army Chief of Staff. Each level of command confirms the authenticity of the process and ensures compliance with the CSA’s guidance. This process takes several months.

It’s important to realize that the only input a competing officer has into the slating process is the CPD. Branch will not field calls from officers trying to influence their assignment. Not only is it unethical, as I mentioned, there is a prescribed procedure that branches follow for command slating. They have to justify anomalies to every level in the Army chain of command.

The Big Reveal

Before HRC releases the list, it conducts a Post-Board Screening to “ensure that only officers of the highest standards are selected for command at the COL or LTC level.” For each officer slated for future command, HRC looks for substantive derogatory information in the files of the Criminal Investigation Command, the Department of the Army Inspector General, the Central Clearance Facility, and the restricted microfiche. A General Officer Review Board will then review the information and decide if it warrants a Command Review Board for possible removal from the selection list.

The Battalion CSL slate will come out about 6 months after the board concludes. HRC will send out a prepositioned list to senior commanders, then publish it on the HRC website at this link. If a Principal Selectee does not want the command opportunity that the Army offered, he or she may decline that command. Officers who decline command will not receive another opportunity to command.

Prior to the release of the FY16 CSL Battalion Command Slating List, HRC released a list that depicted who the CSL Board selected as Principals or Alternates for command, and those who were not selected. This list informed the population of who was selected for command, but not which specific units. We should expect the same with the FY17 list.

Alternates and Unslated Principals

When a gap occurs on the Principal Command List either through declination or other unexpected factors, HRC Command Management Branch will activate the first Alternate on the OML (not separated by subcategory) after an eligibility review. If the number of available commands decreases, usually due to force structuring, then the officer who was slated to take that command becomes an Unslated Principal. Unslated Principals may end up filling a gap in the Principal list or compete again the following year, similar to those who defer consideration for command.

The Battalion Command Assignment Officers at each branch are the nexus of this process and stay in constant coordination with Command Management Branch, their division, and the officer population when slate changes must occur.

Where to go from here?

Hopefully, you will walk away from this post with a better understanding of how the Army selects its battalion commanders. I want to emphasize that this post is not an official representation, but simply my thoughts based on experience and research. I recommend you visit your HRC Branch page and check out this video about HQDA Selection Boards.

I want to wrap up with some questions and a resource.

  • Do you think the battalion CSL process is fair? How could it improve?
  • What questions do you still have about how CSL works?
  • What advice would you give officers as they prepare to navigate the process?

Leave a comment below or call your Assignment Officer to discuss it further.

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I’d also like to offer you this infographic summarizing the CSL Process. And be sure to check out 8 Myths About HRC Assignment Officers.

CSL

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