Inspections / IGMC / M&RA (MMEA)
Career Planning Program
All levels from the Battalion/Squadron to the CG and affects every type of command unit (Air, Ground, Logistics, and Installations). 24 items across the program.
- Effective
- Mar 07, 2024
- Verified
- Sep 23, 2026
- Applies to
- All levels from the Battalion/Squadron to the CG and affects every type of command unit (Air, Ground, Logistics, and Installations)
- Items
- 30
- Subsections
- 4
How to use this checklist
Run subsection by subsection. For each item, the parsed references show the originating policy. The evidence cue points to the artifact a Marine inspector expects to see. Capture findings in your own evidence binder.
- 0101
Does the command provide the Career Planner an appropriate working area and required resources per the references?
- 0102
Does the command certify annually the Career Planner remains eligible for assignment incentive pay?
ReferencesMCO 7220.12R, para 5.b - 0103
Does the command process Career Planner performance evaluations per the references? Reference MCO 1040.31, chap 1.3.b(e); MCO 1040R.31, chap 1.3.c(1)
- 0104
Does the commanding officer grant written authority to conduct interviews on their behalf?
- 0105
Does the Commanding Officer, or those delegated in writing to conduct EAS/RECC interviews, make reenlistment recommendations and assign appropriate reenlistment eligibility codes?
ReferencesMCO 1040.31, chap 3, para 1.gMCO 1040R.31, chap 3, para 6MCO 1040.31, chap 3, para 2.b.(3)(d)MCO 1900.16 W/CH 2, Appendix I - 0106
Does the Interview Management System or the examination of Career Planning Contact Records identify any missed Commanding Officer EAS/RECC interviews within the prescribed timeline?
- 0107
Does the examination of the Commanding Officer EAS interviews confirm the following are being completed: reviewed the Marine's plans for separation, reiterated the advantages of remaining in the Marine Corps, informed the Marine about the benefits of joining the Selected Marine Corps Reserve and Transition Assistance Management Programs, and advised on the Marine 4 Life program as well as the mandatory pre-separation briefing requirement? Reference 1040.31, chap 3, Para 2b (3).
- 0108
Does the Commanding Officer review all reenlistment approvals prior to executing the reenlistment? Note: Approved TFRS RELM
- 0109
Does the Commanding Officer sign and date all RELM responses? Note: Additional sources in TFRS RELM responses; TFRS WEBSITE - training page
ReferencesMCO 1040.31, chap 6, para 2 - 0110
Does the Command Senior Enlisted Leader screen personnel within the command for assignment to special duty assignments, screen able “B” billets?
ReferencesNAVMC 1200.J, Para 3156-6, d (1), (J)NAVMC 1200.J, Para 3156-6, d (2) - 0111
Does the Command Senior Enlisted Leader ensure the Commanders re-certification for special duty assignments and screenable “B” billets are conducted per the prescribed timelines?
ReferencesMCO 1326.6
- 0201
Does the Career Planner have additional duties that either require the preponderance of their time or compromise the Career Planner's position (SACO, Legal NCO, EOR, UTC).
- 0202
Does the Career Planner maintain records per the references? MCO 1040.31, chap 6, para 1.b.; MCO1040R.31 chap 7, para 2.a; MCO 5210.11F, OMB M-19-21
- 0203
Does the Interview Management System or examination of Career Planning Contact Records identify any missed Career Planner interviews within the prescribed timelines?
- 0204
Does the examination of the Interview Management System and/or Career Planning Contact Records reveal the Career Planner is conducting interviews to gain an understanding of the true reasons why Marines do or do not desire to reenlist? Reference MCO 1040.31, chap 3, para 1.c.; MCO 1040R.31, chap 3, par 1.c.
- 0205
Does the examination of the First Term interviews confirm the Career Planner fulfilled the following tasks: fully apprised the Marine of the benefits of a Marine Corps career and incentives related to reenlistment, the need for a complete and competitive performance record, determined if the Marine meets all prerequisites for reenlistment/lateral move, advised the Marine on any required corrective action is initiated if necessary (for example, retaking the AFQT) and familiarized the Marine with the FTAP process?
References1040.31, chap 3, Para 2b (1) - 0206
Does the examination of the Careerist interview confirm that the Career Planner fulfilled the following tasks: advised the career Marine of current options and benefits such as SRBP and special duty assignments, determined reenlistment eligibility, and, if applicable, counseled the Marine on enlisted career force controls and involuntary separation pay? Reference 1040.31, chap 3, Para 2b (2).
- 0207
Does the examination of the EAS interviews confirm that the Career Planner fulfilled the following tasks: reviewed the Marine's plans for separation, reiterated the advantages of remaining in the Marine Corps, informed the Marine about the benefits of joining the Selected Marine Corps Reserve and Transition Assistance Management Programs, and advised on the Marine 4 Life program as well as the mandatory pre-separation briefing requirement? Reference 1040.31, chap 3, Para 2b (3).
- 0208
Does examination of the Interview Management System reveal the Career Planner properly documented, completed, and archived interviews?
ReferencesMCO 1040R.31, chap 3, para 3.c.(1) - 0209
Does examination of the Interview Management System reveal during required interviews, that the Career Planner educates Marines on required topics?
ReferencesMCO 1040R.31, chap 3, para 5.e - 0210
Does the Career Planner, and requesting Marine sign and date all RELM responses? Note: Additional sources in TFRS RELM responses; TFRS WEBSITE - training page
ReferencesMCO 1040.31, chap 6, para 2 - 0211
Does the Career Planner accurately complete the NAVMC 321a (Agreement to Extend Enlistment), DD Form 4(Reenlistment Contract), and required Statement of Understanding(s)?
ReferencesMCO 1040.31, chap 2, para 2.b(1)
- 0301
Does the SNCOIC conduct, and document required 2000/2500 level individual training events for subordinate Career Planners per the references? Note: Additional sources are Advanced Tools for Coaching (AT4C) Participant Guide, T&R Manual
- 0302
Does the Career Planner SNCOIC facilitate the implementation of the retention plan within the command? Note: Additional sources are Current FY Retention Campaign Plans (MARADMINs); Current TFRS Messages
- 0303
Does the Career Planner SNCOIC advise the Commanders on Marine Corps enlisted retention matters?
- 0304
Does the SNCOIC conduct quality control on all RELM requests submitted by subordinate commands? Note: Additional sources are Current TFRS Messages, Current FY Retention Campaign Plan MARADMIN
- 0305
Does the SNCOIC conduct Career Planner evaluations to evaluate the effectiveness and knowledge of subordinate Career Planners? Note: Additional sources are Advanced Tools for Coaching (AT4C) Participant Guide, T&R MANUAL
- 0401
Does the Commanding Officer or Inspector Instructor assign Collateral Duty Career Planners who meets the requirements for each unit/site without an assigned PMOS 4821 Career Planner?
ReferencesMCO 1040R.31, chap 2, para 3.b - 0402
Does the command facilitate Collateral Duty Career Planners completion a Reserve Career Planner Course within one year of assignment?
ReferencesMCO 1040R.31, chap 2, para 5.b - 0403
Does the Career Planner / Career Planner SNCOIC conduct annual site visits within the command?