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The DA 4856 form plays a crucial role in the United States Army's evaluation and counseling process. This document is primarily used for developmental counseling, which helps soldiers understand their strengths and areas for improvement. It serves as a platform for leaders to provide feedback and guidance, fostering personal and professional growth. The form is not just a checklist; it encourages open dialogue between soldiers and their superiors. Key elements of the DA 4856 include the soldier's goals, the leader's assessment, and a plan for future development. By documenting these discussions, the form also ensures accountability and clarity in the soldier's progression within the Army. Understanding how to effectively use the DA 4856 can significantly enhance communication and performance in military settings.

Sample - DA 4856 Form

 

DEVELOPMENTAL COUNSELING FORM

 

For use of this form, see ATP 6-22.1; the proponent agency is TRADOC.

AUTHORITY:

DATA REQUIRED BY THE PRIVACY ACT OF 1974

5 USC 301, Departmental Regulations; 10 USC 3013, Secretary of the Army.

PRINCIPAL PURPOSE:

To assist leaders in conducting and recording counseling data pertaining to subordinates.

ROUTINE USES:

The DoD Blanket Routine Uses set forth at the beginning of the Army's compilation of systems or records notices also

 

apply to this system.

DISCLOSURE:

Disclosure is voluntary.

 

PART I - ADMINISTRATIVE DATA

Name (Last, First, MI)

Organization

Rank/Grade

Date of Counseling

Name and Title of Counselor

PART II - BACKGROUND INFORMATION

Purpose of Counseling: (Leader states the reason for the counseling, e.g. Performance/Professional or Event-Oriented counseling, and includes the leader's facts and observations prior to the counseling.)

PART III - SUMMARY OF COUNSELING

Complete this section during or immediately subsequent to counseling.

Key Points of Discussion:

OTHER INSTRUCTIONS

This form will be destroyed upon: reassignment (other than rehabilitative transfers), separation at ETS, or upon retirement. For separation requirements and notification of loss of benefits/consequences see local directives and AR 635-200.

DA FORM 4856, JUL 2014

PREVIOUS EDITIONS ARE OBSOLETE.

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Plan of Action (Outlines actions that the subordinate will do after the counseling session to reach the agreed upon goal(s). The actions must be specific enough to modify or maintain the subordinate's behavior and include a specified time line for implementation and assessment (Part IV below)

Session Closing: (The leader summarizes the key points of the session and checks if the subordinate understands the plan of action. The subordinate agrees/disagrees and provides remarks if appropriate.)

Individual counseled:

 

I agree

Individual counseled remarks:

disagree with the information above.

Signature of Individual Counseled:

Date:

Leader Responsibilities: (Leader's responsibilities in implementing the plan of action.)

Signature of Counselor:

Date:

PART IV - ASSESSMENT OF THE PLAN OF ACTION

Assessment: (Did the plan of action achieve the desired results? This section is completed by both the leader and the individual counseled and

provides useful information for follow-up counseling.)

Counselor:

 

Individual Counseled:

 

Date of

 

 

 

 

Assessment:

Note: Both the counselor and the individual counseled should retain a record of the counseling.

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File Specs

Fact Name Description
Purpose The DA 4856 form is used for counseling sessions in the U.S. Army, documenting performance and behavior.
Usage This form is utilized by leaders to provide feedback, set goals, and outline expectations for soldiers.
Format The form is structured to include sections for the counselor's comments, soldier's response, and a plan of action.
Retention DA 4856 forms should be retained in the soldier's personnel file for a specified duration, often for the duration of their service.
Governing Regulations The use of the DA 4856 is governed by Army Regulation 623-3, which outlines performance evaluation and counseling procedures.
State-Specific Forms While DA 4856 is federal, states may have their own forms for similar purposes, governed by state military regulations.

DA 4856 - Usage Guidelines

Completing the DA 4856 form is an important step in documenting counseling sessions within the military. Following these steps will ensure that the form is filled out accurately and efficiently, allowing for proper record-keeping and communication.

  1. Begin by obtaining a blank DA 4856 form. This can usually be found on official military websites or through your unit's administrative office.
  2. In the top section, fill in the date of the counseling session.
  3. Enter the name, rank, and unit of the service member being counseled.
  4. Provide the name, rank, and position of the counselor.
  5. In the purpose section, briefly describe the reason for the counseling session.
  6. Next, outline the key points discussed during the session. This should include specific behaviors, actions, or incidents that prompted the counseling.
  7. In the recommendations section, list any actions or steps the service member should take moving forward.
  8. Complete the plan of action section, detailing how the service member will address the issues discussed.
  9. Both the counselor and the service member should sign and date the form at the bottom.
  10. Finally, make copies of the completed form for both the service member and the unit's records.

Your Questions, Answered

What is the DA 4856 form used for?

The DA 4856 form, also known as the Developmental Counseling Form, is primarily used by U.S. Army leaders to document counseling sessions with soldiers. This form serves multiple purposes, including providing feedback on performance, outlining goals, and addressing behavioral issues. It is a valuable tool for fostering communication between leaders and soldiers, ensuring that both parties are aligned on expectations and development plans.

Who can use the DA 4856 form?

The DA 4856 form can be utilized by any U.S. Army leader, including non-commissioned officers (NCOs) and commissioned officers. It is designed for use in various counseling scenarios, such as initial counseling, performance counseling, and disciplinary actions. Any leader who has a responsibility for the development and welfare of soldiers can effectively use this form to document their discussions and plans.

How should the DA 4856 form be filled out?

Filling out the DA 4856 form requires careful attention to detail. Start by entering the soldier's personal information, including their name, rank, and unit. Next, document the date and type of counseling being conducted. Clearly outline the key points discussed during the session, including performance strengths, areas for improvement, and specific goals. Both the counselor and the soldier should sign the form to acknowledge the discussion. It is essential to keep the language clear and constructive to promote understanding and growth.

What happens after the DA 4856 form is completed?

Once the DA 4856 form is completed and signed, it should be filed in the soldier's personnel records. This ensures that there is a documented history of the counseling sessions, which can be referenced in future evaluations or discussions. Additionally, the soldier should retain a copy for their records. Follow-up sessions may be scheduled to assess progress on the goals outlined in the counseling, fostering ongoing development and support.

Common mistakes

  1. Inaccurate Personal Information: One common mistake is providing incorrect personal details. This includes name, rank, social security number, and unit information. Always double-check these entries to ensure accuracy.

  2. Incomplete Sections: Failing to fill out all required sections can lead to delays or issues. Each part of the form serves a purpose. Ensure that every section is addressed, even if it seems minor.

  3. Neglecting to Sign and Date: Some individuals forget to sign or date the form. This oversight can render the document invalid. Always remember to include your signature and the date before submission.

  4. Not Keeping a Copy: After submitting the form, not retaining a copy for personal records is a frequent error. Keeping a copy can be crucial for future reference or in case of discrepancies.

Documents used along the form

The DA 4856 form, known as the Developmental Counseling Form, is essential for documenting counseling sessions within the military. It is often used alongside several other forms and documents to ensure comprehensive record-keeping and effective communication. Below is a list of other forms commonly associated with the DA 4856.

  • DA Form 2166-9: This is the NCO Evaluation Report, which assesses the performance and potential of Non-Commissioned Officers. It complements the counseling process by providing a formal evaluation of an individual’s capabilities.
  • DA Form 750: The Counseling Record provides a summary of counseling sessions. It helps track a soldier's progress and issues over time, reinforcing the objectives set during the DA 4856 session.
  • DA Form 3349: This form is used for profiling soldiers with medical issues. It ensures that counseling takes into account any limitations a soldier may have due to health concerns.
  • DA Form 31: The Request and Authority for Leave form is necessary when a soldier needs to take leave. It is often discussed during counseling sessions to manage a soldier’s time effectively.
  • DA Form 1059: The Academic Evaluation Report documents a soldier’s performance during training. This form may be referenced in counseling to discuss educational achievements and future goals.
  • DA Form 4856-1: This is an optional addendum to the DA 4856 that can provide additional details or follow-up actions from a counseling session, ensuring clarity and thoroughness.
  • DA Form 600-9: The Army Body Composition Program form is used to document a soldier’s body fat percentage. It is relevant in counseling sessions focused on physical fitness and health.
  • DA Form 4187: This form is for personnel actions, such as requests for reassignments or promotions. It may be discussed in counseling sessions to align a soldier’s career path with their goals.
  • DA Form 705: The Army Physical Fitness Test Scorecard records fitness test results. It is often reviewed in counseling to motivate and track a soldier's physical readiness.
  • DA Form 5500: This form is used for body fat assessment for soldiers who exceed weight standards. It is important for counseling focused on health and fitness improvement.

Utilizing these forms alongside the DA 4856 can enhance the counseling process, providing a well-rounded approach to soldier development and accountability. Each document serves a specific purpose, ensuring that all aspects of a soldier's performance and well-being are adequately addressed.

Similar forms

The DA Form 2166-9, also known as the NCO Evaluation Report, is similar to the DA 4856 in that both documents are used to assess and document the performance and potential of military personnel. The DA 2166-9 focuses specifically on non-commissioned officers and includes feedback on leadership abilities, technical skills, and overall effectiveness. Like the DA 4856, it serves as an important tool for professional development and career progression, providing a structured format for evaluation and future goal-setting.

The DA Form 1059, or the Service School Academic Evaluation Report, shares similarities with the DA 4856 in its purpose of documenting an individual’s performance. This form is used to evaluate soldiers who have completed a military school or training program. It highlights the soldier's academic achievements and areas needing improvement, much like the DA 4856, which also addresses strengths and weaknesses in a soldier's performance and development goals.

The DA Form 7500, known as the Army Physical Fitness Test Scorecard, is another document that parallels the DA 4856 in terms of tracking progress and performance. While the DA 4856 focuses on overall professional development, the DA 7500 specifically measures a soldier's physical fitness. Both forms emphasize the importance of setting goals and documenting achievements, thereby contributing to a soldier’s overall readiness and effectiveness in their role.

Lastly, the DA Form 4856-1, which is the Counseling Record, is closely related to the DA 4856. This form is used for documenting specific counseling sessions that address performance, behavior, or other issues. It provides a more detailed account of individual counseling sessions, while the DA 4856 serves as a broader overview of a soldier's development. Both documents aim to facilitate communication between leaders and soldiers, ensuring that feedback is clear and actionable.

Dos and Don'ts

When filling out the DA 4856 form, which is used for counseling purposes in the military, it's essential to approach the task with care. Here are some helpful guidelines to ensure that the form is completed correctly and effectively.

  • Do read the instructions carefully before starting.
  • Do provide accurate and honest information.
  • Do use clear and concise language.
  • Do ensure that all required sections are filled out.
  • Do review the form for any errors before submission.
  • Don't leave any sections blank unless instructed.
  • Don't use jargon or overly complex terms.
  • Don't rush through the form; take your time to think.
  • Don't forget to sign and date the form.
  • Don't submit the form without a final review.

By following these guidelines, you can help ensure that the DA 4856 form is filled out correctly and serves its intended purpose effectively.

Misconceptions

The DA 4856 form is often misunderstood. Here are eight common misconceptions about it:

  1. It is only for negative evaluations. Many believe the DA 4856 is used solely for documenting poor performance. In reality, it can also be used to recognize positive achievements and provide constructive feedback.
  2. It is a punishment tool. Some think that the form is strictly punitive. However, it serves as a developmental tool to help soldiers improve their skills and performance.
  3. Only supervisors can fill it out. While supervisors often initiate the form, anyone involved in the soldier's development can contribute to its content, including peers and subordinates.
  4. It must be completed in one sitting. Many feel pressured to finish the form in one go. In truth, it can be completed over several meetings to ensure thorough and thoughtful input.
  5. It is a one-size-fits-all document. Some think the DA 4856 has a standard approach for all situations. Each form should be tailored to the specific circumstances and needs of the individual soldier.
  6. It is not a formal document. There is a misconception that the DA 4856 is informal. It is, in fact, an official record that can impact a soldier's career progression.
  7. Once signed, it cannot be changed. Many believe that once the form is signed, it is set in stone. However, it can be updated or amended if new information arises or if corrections are needed.
  8. It is only relevant for performance evaluations. Some people think the form is only applicable during evaluation periods. In reality, it can be used at any time to document progress, challenges, or changes in a soldier's performance.

Understanding these misconceptions can help ensure that the DA 4856 form is used effectively and serves its intended purpose.

Key takeaways

The DA 4856 form, also known as the Developmental Counseling Form, is an essential tool used in the military for documenting counseling sessions. Here are some key takeaways regarding its use:

  • Purpose: The form serves to document performance, behavior, and potential issues, as well as to outline steps for improvement.
  • Structure: It includes sections for the counselor's observations, the individual's response, and a plan for future actions.
  • Confidentiality: The information recorded on the form is sensitive and should be handled with care to protect the privacy of the individual.
  • Follow-Up: Regular follow-up sessions should be scheduled to assess progress and make any necessary adjustments to the action plan.