Free DA 4856 Form in PDF

Free DA 4856 Form in PDF

The DA 4856 form, commonly known as the Developmental Counseling Form, is used throughout the United States Army as a tool for recording counseling sessions between leaders and their subordinates. This document aids in the structured approach to providing feedback, planning personal and professional growth, and addressing concerns within the military environment. To ensure all personnel proceed with the correct counseling protocol, filling out the form accurately is critical; click the button below to start the process.

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In the life of a soldier, documentation plays a pivotal role, both in their professional growth and in maintaining the discipline and standards that the military is known for. Among the numerous forms that they encounter, the DA 4856 form stands out as a tool of paramount importance. This form is utilized primarily for counseling sessions within the Army, serving as a written record of the performance and conduct discussions between leaders and their subordinates. Its purposes are multifaceted—ranging from providing constructive feedback and setting performance goals to addressing any concerns or issues that may arise during service. By encapsulating the details of counseling sessions, the DA 4856 ensures that there is a clear record of the dialogue, which can be pivotal for future reference and for the professional development of the individual soldier. As such, understanding the DA 4856, how to properly fill it out, and the implications it carries requires a thoughtful approach, ensuring that the actions documented align with the high standards expected in military conduct.

Preview - 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.

DA FORM 4856, JUL 2014

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Document Specs

Fact Name Description
Purpose The DA Form 4856 is used by the Department of the Army for Developmental Counseling.
Users It is primarily utilized by commanders, leaders, and supervisors within the Army to document counseling sessions.
Scope This form covers various types of counseling such as performance, professional growth, or concerning behaviors.
Sections The form includes sections for administrative data, background information, counseling discussion points, plan of action, leader responsibilities, and assessment.
Confidentiality While the DA Form 4856 is not considered confidential and may be shared within the chain of command, it is treated with a degree of privacy and respect for the individual's information.
Governing Laws This form is governed by federal military regulations rather than state laws, reflecting its use across the entire United States Army.

Instructions on Writing DA 4856

Completing the DA 4856 form is an important process for documenting counseling sessions within the military structure. This document serves as a record of discussions, plans for action, and assessments of a soldier's performance and behavior. Its precise completion ensures proper guidance and accountability for both the counselor and the counselled individual. To accurately fill out this form, follow these steps to ensure all necessary information is captured and properly documented.

  1. Start by entering the date of the counseling session in the top-right corner of the form.
  2. Fill in the personal information of the individual being counseled, including their name, rank, and social security number. This section helps identify whom the counseling session is concerning.
  3. Proceed to document the organization or unit of the individual. This contextual information can help in understanding the environment and circumstances surrounding the counseling session.
  4. In the section provided, clearly detail the purpose of the counseling. This could include performance evaluations, personal conduct, or any specific incidents that need to be addressed.
  5. Outline the key points of discussion during the counseling session. This should include both the counselor's observations and the counseled individual's responses to ensure a comprehensive record of the conversation.
  6. Document any plan of action agreed upon during the counseling. This could involve specific steps the individual should take to improve performance, behavior, or resolve any issues discussed. It's important to be clear and concise, providing actionable and achievable goals.
  7. Ensure both the counselor and the counseled individual sign and date the form. These signatures confirm that both parties have participated in the counseling session and agree on the content documented in the form.

Once the DA 4856 form is fully completed and signed, it is important to ensure that it is filed correctly within the individual's records. This documentation is crucial for tracking the progress and development of the individual, as well as for providing a structured approach to addressing and resolving issues within the military environment. Proper completion and storage of the DA 4856 form contribute to maintaining the integrity and professionalism of the counseling process.

Understanding DA 4856

What is the DA 4856 form used for?

The DA 4856 form, commonly referred to as the "Developmental Counseling Form," serves as a tool for the U.S. Army to document and record a wide range of counseling sessions. This form is versatile and used for both positive feedback and addressing areas where improvement is needed. It's pivotal in creating action plans, setting goals, and outlining expectations between leaders and their subordinates.

Who is responsible for filling out the DA 4856 form?

The responsibility of completing the DA 4856 form typically falls upon the leader or supervisor conducting the counseling session. They are tasked with detailing the purpose of the counseling, observations made, and any proposed plan of action. The individual being counseled is also required to provide input, particularly in areas related to understanding the feedback and committing to any outlined plans or solutions.

Is the DA 4856 form considered a disciplinary tool?

While the DA 4856 form can be used in scenarios that may involve corrective action, it is primarily designed as a developmental tool. Its main objective is to enhance performance, encourage growth, and address concerns through constructive feedback rather than to serve as a punitive measure.

What happens if someone refuses to sign the DA 4856 form?

If an individual refuses to sign the DA 4856 form, it does not invalidate the counseling session. The refusal is noted on the form by the leader, including any reasons provided for the refusal. This action still allows the counseling process to be documented, affirming that the session took place and that feedback was given.

How should the goals set in the DA 4856 form be approached?

Goals outlined in the DA 4856 form should be specific, measurable, achievable, relevant, and time-bound (SMART). This clarity ensures that both the leader and the subordinate understand what is expected and agree on the feasibility of the objectives set during the counseling process. These goals should support the individual’s growth and the organization's objectives.

Can the DA 4856 form be used for group counseling sessions?

Typically, the DA 4856 form is designed for individual counseling sessions to address specific developmental needs or concerns. However, if used in a group setting, a separate form should be completed for each participant to ensure that their individual feedback and action plans are appropriately documented and followed up.

What is the retention period for a DA 4856 form?

The retention period for the DA 4856 form varies depending on the purpose of the counseling and the guidelines of the specific army unit. Generally, forms related to routine developmental guidance might be kept until the objective is met or the individual transfers out of the unit. However, forms that detail disciplinary actions or significant performance issues may be retained longer, as part of the individual’s permanent record. Commanders and leaders should be consulted for specific unit policies regarding the retention of these documents.

Common mistakes

Filling out the DA Form 4856, which is used for Developmental Counseling in the U.S. Army, requires careful attention to detail. A common mistake made by many is overlooking the necessity to provide specific information related to the counseling session's purpose. This includes failing to articulate clear, achievable goals and outcomes expected from the counseling process. This oversight can significantly diminish the effectiveness of the counseling session, as it serves as a roadmap for the discussion and sets clear expectations for what is to be accomplished.

Another frequent error involves neglecting to fill in all the required personal information fields. This information is critical for accurately identifying the individual receiving the counseling and ensuring that the form is correctly filed in their service record. Missing or incorrect details can lead to confusion and administrative challenges down the line.

Many also mistakenly ignore the importance of the counselor's input section. This segment of the form is vital as it offers the counselor an opportunity to provide feedback, professional observations, and recommendations. Failing to utilize this section fully can result in a lack of clear guidance for the individual being counseled, potentially hindering their developmental progress.

Additionally, it's not uncommon for individuals to sign the form without thoroughly reviewing the documented counseling content. This oversight can lead to misunderstandings or disagreements about what was discussed or agreed upon during the session. It is crucial for both the counselor and the individual being counseled to agree on the content before signing off on the document.

Incorrect use of the plan of action section is another common mistake. This area is designed to outline the specific steps that the counselee intends to take following the counseling session. However, vague or unrealistic plans of action are often provided, which do little to help the individual achieve the counseling session’s goals.

Moreover, failing to properly document follow-up requirements is a significant error. This part of the form is essential for setting the expectations for accountability and tracking progress after the initial counseling session. Without this, it's challenging to measure if the objectives set during the counseling were met.

Some individuals also incorrectly believe that once the form is completed and signed, no further action is needed. This neglects the essential aspect of the form as a living document that requires revisiting and possibly updating as the situation of the counselee evolves. Continuous engagement with the developmental process is necessary for tangible progress.

Last but certainly not least, there's a misconception about the confidentiality of the DA Form 4856, leading to improper handling and storage of completed forms. It is crucial to understand that these documents contain sensitive personal information and should be treated with the utmost care to protect the privacy of all parties involved.

Documents used along the form

The DA 4856 form, commonly known as the Developmental Counseling Form, is a cornerstone document used within the United States Army to document counseling sessions between leaders and their subordinates. Although this form plays a crucial role in the professional development and assessment of military personnel, it often works in conjunction with several other forms and documents to ensure a comprehensive approach to personnel management and evaluation. Here is a list of other forms and documents frequently used alongside the DA 4856 to support various administrative and operational needs within the Army.

  • DA Form 31 (Request and Authority for Leave): This form is used by soldiers to request formal leave from their duties. It documents the specifics of the leave, such as the duration and type, and requires approval from their superiors.
  • DA Form 4187 (Personnel Action): Soldiers use this document to request or notify changes in their current duty status, including reassignments, special training, reclassifications, and extra duties. It's a crucial document for administrative changes.
  • DA Form 6 (Duty Roster): The DA Form 6 is used to track and manage duty rosters within Army units. It ensures equitable assignment of duties among personnel, including details recorded during counseling sessions that may affect duty assignments.
  • DA Form 638 (Recommendation for Award): This form is utilized to recommend Army personnel for awards and decorations based on meritorious service or achievements. Information from counseling sessions, such as documented accomplishments, can support these recommendations.
  • DA Form 705 (Army Physical Fitness Test Scorecard): The DA Form 705 tracks an individual soldier’s performance in the Army Physical Fitness Test. Performance on this test may be discussed during counseling sessions, tying personal fitness to professional development.
  • DD Form 214 (Certificate of Release or Discharge from Active Duty): Upon separation from the Army, soldiers receive this document, which summarizes their service, including any awards, training, and performance notes that may have been documented on the DA 4856.
  • DA Form 5500/5501 (Body Fat Content Worksheet): Used in conjunction with the DA Form 705, these forms are for documenting and managing body fat content for soldiers not meeting Army physical fitness standards, supporting a comprehensive approach to health and fitness counseling.

Together with the DA 4856, these documents facilitate a structured and efficient system for managing Army personnel's careers, health, and achievements. They ensure that all aspects of a soldier's professional life are meticulously documented, enabling a clear path for development, recognition, and occasionally, transition out of active duty. These documents not only support the individual soldiers but also contribute to the overarching goals and efficacy of the United States Army.

Similar forms

The DA Form 4856, often used in the U.S. Army for developmental counseling, bears similarity to several other documents across different sectors, emphasizing the importance of structured feedback and communication. One such document is the Employee Annual Review form commonly used in corporate settings. This form facilitates a structured evaluation of an employee's performance over the year, focusing on achievements, areas for improvement, and setting future objectives. Similar to the DA 4856, it serves as a basis for a constructive dialogue between the employee and the manager, aimed at personal and professional development.

Another document akin to the DA Form 4856 is the Academic Progress Report used in many educational institutions. This report tracks a student's performance across various subjects, highlighting strengths and identifying areas where additional support is needed. Like the military’s counseling form, it fosters a supportive dialogue between the student and the educator, focusing on growth and improvement strategies. Both documents are instrumental in identifying individual needs and outlining steps for achieving set goals.

The Performance Improvement Plan (PIP) used by many organizations to address job performance issues also shares similarities with the DA 4856. The PIP outlines specific areas where an employee’s performance is lacking and proposes measurable objectives for improvement within a set timeframe. It is a formal mechanism that, like the DA 4856, initiates a documented process aimed at guiding an individual back to a satisfactory performance level, leveraging regular feedback and clearly defined expectations.

Lastly, the Coaching Session Notes template, used by professional coaches across various fields, echoes the essence of the DA Form 4856. These notes document the discussions, goals, action plans, and progress updates of coaching sessions. Both documents are pivotal in tracking the development journey of the individual, setting clear objectives, and reflecting on progress made. They provide a structured framework for feedback and are essential tools for personal and professional growth.

Dos and Don'ts

Filling out the DA 4856 form, also known as the Developmental Counseling Form, is a critical task often encountered within the military environment. This form is a tool for documenting and enforcing developmental counseling from a leader to a subordinate within the U.S. Army. Given its importance in career development and guidance, it’s crucial to approach this document with care and accuracy. Below are lists of do’s and don’ts to consider when completing the DA 4856 form.

Do:

  1. Read Instructions Carefully: Before you start filling out the form, make sure to thoroughly read all the provided instructions. This can prevent common mistakes and ensure that the form is completed correctly.
  2. Use a Clear and Legible Handwriting: If you are filling out the form by hand, write neatly and legibly. This makes the information easily understandable for everyone who needs to review it.
  3. Be Precise and Concise: When documenting counseling details, it's important to be as specific as possible while being concise. Clear and to-the-point descriptions can be more effective than overly verbose explanations.
  4. Verify All Information: Double-check the personal information, dates, and details included in the form to ensure accuracy. Mistakes in these areas can lead to confusion or misinterpretation of the counseling session.
  5. Maintain professionalism: Always use professional and respectful language throughout the form. This document is a formal record that reflects on both the counselor and the individual being counseled.

Don’t:

  1. Use Colloquial Language or Slang: The DA 4856 is a professional document. Avoid using informal language or slang, as it can undermine the seriousness of the counseling process.
  2. Leave Blank Spaces: Do not leave sections of the form blank. If a section does not apply, it's better to note that explicitly rather than leaving it empty, which could be interpreted as an oversight.
  3. Rush Through the Form: Take your time when filling out the form. Rushing can lead to errors or incomplete information, which can affect the quality of the counseling session documented.
  4. Forget to Sign and Date the Form: The counseling process is not officially documented until both parties have signed and dated the form. Forgetting this step can invalidate the document.
  5. Ignore Privacy Guidelines: Always handle the DA 4856 with the appropriate level of confidentiality. Information documented in this form is sensitive and should be protected according to privacy regulations and guidelines.

Misconceptions

The DA 4856 form, commonly referred to as the "Developmental Counseling Form," plays a crucial role within the United States Army. It documents counseling sessions between leaders and their soldiers. Despite its importance, several misunderstandings surround its use and implications. Below are ten common misconceptions, clarified to provide a better understanding of the form's purpose and process.

  • It's only used for negative counseling. Many people mistakenly believe that the DA 4856 is exclusively for documenting poor performance or misconduct. In reality, this form is utilized for both positive reinforcement and constructive feedback, aiming to develop and guide soldiers towards improvement and growth.
  • Signing it admits guilt. A common concern is that signing a DA 4856 equates to an admission of guilt. However, a signature merely acknowledges that the counseling session happened and that the soldier received the information discussed. It does not indicate agreement or admission of any wrongdoing.
  • It's permanent and can't be contested. Another myth is that once a DA 4856 is filed, it's permanent and its contents cannot be challenged. Soldiers have the right to rebuttal and can submit a statement to be attached to the counseling record, providing their perspective on the matter.
  • Only negative counseling goes on your record. This is incorrect. Both positive and negative counseling sessions are documented through the DA 4856 and can become part of a soldier's military record. Positive counseling forms can be especially beneficial for evaluations and promotions.
  • It results in disciplinary action. Not every DA 4856 leads to disciplinary action. While it can be a precursor to such measures if behavior does not improve, the primary aim is developmental, focusing on identifying issues and creating a plan for improvement.
  • Counseling is a one-time event. Effective counseling is an ongoing process rather than a one-off event. Follow-up sessions are often necessary to track progress and make adjustments to the development plan as needed.
  • Counselors must fill out every section. While thorough documentation is crucial, not every section of the DA 4856 needs to be completed for every counseling session. Counselors should fill out the form as applicable to the specific situation and discussion.
  • It's only for enlisted personnel. There's a misconception that only enlisted members of the Army are subject to counseling and the DA 4856. Officers are also subject to counseling, and the form applies to all ranks within the Army, tailored to address the unique challenges and responsibilities at each level.
  • The form is only about performance. While performance is a common focus, the DA 4856 covers a wide range of topics, including personal issues, professional growth, leadership development, and more. Its flexibility allows it to be adapted to the needs of the soldier and the organization.
  • Electronic signatures are not allowed. With advancements in technology and a push towards digitalization, electronic signatures are indeed permitted and recognized as valid on the DA 4856, streamlining the process and ensuring efficiency in record-keeping.

Understanding the DA 4856 form correctly is vital for all Army personnel. It not only helps in accurately documenting achievements and areas for improvement but also fortifies the development and progression framework within the military. Dispelling these misconceptions is the first step towards leveraging this tool effectively, fostering an environment of open communication and continuous development.

Key takeaways

The DA 4856 form, also known as the Developmental Counseling Form, plays a crucial role in the United States Army's process for documenting and improving the performance and morale of its personnel. Its effective use ensures a structured and documented approach towards counseling, which is instrumental in personal development and the achievement of professional goals. Here are six key takeaways that are essential for filling out and utilizing this form effectively:

  • Complete accuracy is paramount. When filling out the DA 4856, it is vital to provide accurate and detailed information. This includes correctly identifying the individual being counseled, the date of counseling, and the specific reasons for the counseling session. Accuracy ensures the document's validity and serves as a credible record of the event.
  • Be specific and objective. The content of the counseling session should be detailed and specific, focusing on observable behaviors or performance metrics. Objectivity helps in creating a constructive session, free from personal biases, which facilitates a better understanding and acceptance of the feedback.
  • Outline a plan of action. An essential component of the DA 4856 form is the action plan. This plan should clearly define the steps the counselee will take to improve or correct the issue(s) discussed. It should be realistic, achievable, and include timelines for reassessment.
  • Engage in active listening. Though not directly related to filling out the form, effective counseling requires active listening. This means fully concentrating on what is being said rather than just passively hearing the message. This practice helps in understanding the context and nuances of the issue, leading to more effective counseling outcomes.
  • Maintain confidentiality. The information contained within a DA 4856 form is often sensitive. Counsellors must ensure that these documents, and the discussions they encapsulate, are treated with the utmost confidentiality. This trust is fundamental to the counseling relationship and encourages openness and honesty during sessions.
  • Use the form as a follow-up tool. After the initial counseling session, the DA 4856 form serves as an important follow-up tool. It provides a documented history of the discussions, agreed actions, and timelines for improvement. Regular reviews of these documents can help track progress, reassess goals, and identify any need for additional support or adjustments.
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