NATO UNCLASSIFIED Releasable to PfP/MD/ICI/PatG TERMS OF REFERENCE (TOR) FOR THE BI-SC INDIVIDUAL TRAINING AND EDUCATION PROGRAMMING BOARD (IPB)

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1 TERMS OF REFERENCE (TOR) FOR THE BI-SC INDIVIDUAL TRAINING AND EDUCATION PROGRAMMING BOARD (IPB) 1. Purpose. The purpose of the IPB is to produce a NATO Individual Training and Education Programme 1 (ITEP) that is effective, efficient and affordable that supports the delivery of the right training to the right people at the right time. 2. Objectives. The objectives of the IPB are as follows: a. Review, approve and steer the implementation of an integrated plan and framework for an ITEP that supports the requirements laid down in SACEUR s Annual Guidance on Education, Training, Exercises and Evaluation (ETEE) and other NATO Education and Individual Training (E&IT) requirements. b. Ensure NATO E&IT activities in the ITEP support the broader spectrum of ETEE. c. Co-ordinate all NATO E&IT, directing the implementation and development of the Global Programming approach 2 for NATO Education and Training (E&T). d. Manage ITEP activities, providing direction and guidance to Commanders/Commandants/Directors of training institutions (through their controlling authority, where applicable). e. Direct and guide other boards, panels, groups and/or integrated project teams whose work supports the ITEP that involves NATO E&IT. f. Ensure standardisation and quality of NATO E&IT in accordance with current policy documentation 3. g. Support coherence of NATO E&IT policies and initiatives and guide their further evolution. h. Support the integration, responsiveness and fast tracking of operational lessons learned for E&IT. 1 The Individual Training and Education Programme (ITEP) is the programme and management process to match NATO and partner education and individual training requirements with opportunities. ITEP also provides synchronised education and individual training solutions to fulfil NATO assigned missions in the most effective, efficient and affordable way. The e-itep is an on-line, real time Training Management System that supports this process. 2 The Global Programming approach to NATO education and training is utilised in order to holistically match defined education and training requirements with education and training opportunities. 3 Principle policy documentation is provided by MC 458/3, Bi-SC D 75/2 & Bi-SC D 75/7.

2 i. Support the synchronisation and strategic integration of NATO E&IT within the broader NATO Command Structure (NCS) Human Resources Data Services (HRDS) 4. j. Promote innovative strategies for the improvement of effective and efficient delivery of NATO E&IT within the ITEP. k. Provide Change Configuration Board (CCB) direction for the e-itep software development through the e-itep User Group. 3. Work Plan and Milestones: See Annex A. 4. Sponsors, Chairmanship and Membership: See Annex B. 5. Responsibilities a. Sponsors. Strategic Command sponsors 5 are to: (1) Provide strategic direction to the IPB. (2) Monitor the IPB s on-going work. (3) Report to their respective DCOS. b. Chairmanship. The co-chairman 6 of IPB are to: (1) Call and jointly chair meetings. (2) Call representatives and/or specialists to attend meetings where required 7. (3) Review the Board s work plan and milestones, and propose revisions to the TOR where necessary 8. (4) Provide ITEP progress reports to their respective sponsors. c. Secretary. The IPB Secretary will be responsible for: (1) Co-ordinating the arrangements for the location and set-up of the meeting. 4 Through the Automated Personnel and Management System (APMS). 5 Strategic Command sponsorship is to be provided by SHAPE ACOS J7 and HQ SACT ACOS JETE. 6 The chairmanship of IPBs will be shared by SHAPE J7 (PLL) and HQ SACT BH E&IT. 7 This will apply particularly to delegated Requirement Authorities (RA) or Department Heads (DH) who will not be automatically included in IPB membership, but will be represented by ACO & ACT respectively. 8 The IPB TORs will be reviewed annually at IPB III, or more often if necessary.

3 6. Meetings: (2) Issuing the calling letter and administrative instructions. (3) To co-ordinate the meetings, distribute relevant documents, maintain and update the IPB website, record of decision sheets and record and maintain the action item list. (4) Ensure that decision sheets are signed by the co-chairmen. (5) To co-ordinate and organise the periodic VTC requirements 9. a. Meeting Schedule. The co-chairmen will decide the schedule and frequency of board meetings & VTCs based on the ITEP cycle as depicted at Figure A-1 at Annex A. b. Meeting Location. The co-chairmen are to make every effort to ensure that the venue and timings reflect the most efficient and economical means for the majority of attendees. IPBs will, in principle, rotate around the training institutions as shown below. This is designed to improve IPB member awareness of various training institutions facilities and capabilities whilst conducting their core business. (1) IPB I at/or in the vicinity of a Partner Training & Education Centre (PTEC). (2) IPB II at/or in the vicinity of a Centre of Excellence (COE) that delivers E&IT. (3) IPB III at/or in the vicinity of a NATO Training & Education Facility (NETF). c. Agenda. (1) Agenda items for either board meetings or VTCs, may be submitted to the secretary by IPB members at the deadlines established by the secretary. (2) Agenda items will focus on delivery of the ITEP. (3) The agenda will be confirmed prior to the meeting. 9 VTCs are to be conducted during months when no IPB is scheduled (ie: Jan, Apr, May, Jun, Jul, Oct, Dec, unless otherwise directed by the chairmen.

4 d. Board Meeting Record. For ease of administration, only decisions sheets and action items will be recorded and these shall be distributed and posted on the IPB website, within 3 weeks after the meeting. e. Periodic VTCs. To ensure progress between IPBs, a periodic VTC will be co-ordinated by the secretary. This will only occur in months without a meeting or major leave period. Records of actions will be co-ordinated by the secretary. 7. Funding/Resource Requirements. All costs lie where they fall. Each participating organisation will separately take care of establishing the budget needed to fill in their respective responsibilities. 8. Reporting Authority. The co-chairman will report to their respective sponsors. Sponsors are to submit each meeting s decision sheet to their respective DCOS. 9. Disbandment. The IPB is envisaged to be an on-going activity. Any decision to disband the forum will be made by both COS HQ SACT and COS SHAPE. ANNEXES: A. Bi-SC IPB Work Plan and Milestones. B. Sponsors, Chairman and Membership details.

5 ANNEX A: Bi-SC IPB Work Plan & Milestones SACEUR Mar Jul Sep Nov Feb Mar Apr BRSG SAGE IPB I IPB II NITEC (TSC) IPB III JFT Report Serial Task Milestone 1 A new SAGE is drafted outlining SACEURs priorities for ETEE. SHAPE lead with HQ SACT March support. 2 SAGE for forthcoming year issued. Annex A details E&IT priorities. SHAPE lead. July 3 During IPB I: September a. Follow up action items from pervious cycle (IPB III). b. Review policy document updates/feedback. c. Provide D&G in support of recently published SAGE. d. Review current discipline framework (Discipline/RA/DH).

6 e. Review current STP/TRA status. f. Review recently published Discipline Action Plans (DAP) 10. g. Review new/ongoing E&IT issues. h. Review planning outline for SAGE i. Conduct e-itep Configuration Control Board (CCB). j. Review e-learning progress. 4 During IPB II: a. Follow up action items from IPB I. b. Review policy document updates/feedback. c. Review current discipline framework (Discipline/RA/DH). d. Review current STP/TRA status. e. Review recently published Discipline Action Plans (DAP). f. Review new/ongoing E&IT issues. g. Review intended schedule for SAGE year (requirement vs opportunity). h. Update planning outline for SAGE +1. i. Finalise the Programme for NITEC (Feb of SAGE year). j. Conduct COE E&IT Update 12. k. Review e-learning progress. 5 During NITEC 13 : a. Brief the Nations. b. Discuss E&IT Best Practice. 6 During IPB III: a. Follow up action items from IPB II & NITEC. b. Review policy document updates/feedback. c. Review current discipline framework (Discipline/RA/DH). d. Review current STP/TRA status. e. Review recently published Discipline Action Plans (DAP). f. Review new/ongoing E&IT issues. November February 10 The Discipline Action Plan will be produced as a result of the Annual Discipline Conference (ADC). 11 The Seat Gap report provided by e-itep will project future training requirements. 12 The COE s that undertake E&IT will be invited to a 1 day seminar prior to the start of IPB II. 13 The purpose and objectives of the NATO Individual Training & Education Conference (NITEC), which is conducted as part of the Training Synchronisation Conference (TSC) are subject to separate TORs.

7 f. Review draft ITEP report. g. Review draft SAGE input. h. Review the IPB TOR. i. Conduct e-itep Configuration Control Board (CCB). j. Review e-learning progress. 7 Submit ITEP report to SACEUR providing strategic report on SAGE and highlighting significant E&IT issues that affect capability. April

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9 ANNEX B: SPONSORS, CHAIRMEN & MEMBERSHIP DETAILS 1. Sponsors: a. HQ SACT: ACOS Joint Education, Training and Exercises (JETE). b. SHAPE: ACOS J7. 2. Chairman: a. HQ SACT: Branch Head, Education & Individual Training (E&IT). b. SHAPE: J7 Branch Head, Policy & Lessons Learned (PLL). 3. Membership: a. HQ SACT: Branch Head ETE Policy, Analysis & Evaluation. b. MPD: Director Development Directorate. c. NCISG J7: Individual Training. d. HQ SACT: Branch Head Transformation Network Branch (TNB). e. NATO School Oberammergau (NSO). f. NATO CIS School Latina (NCISS). g. NATO Defence College Rome (NDC). h. NATO Maritime Interdiction Operational Training Centre (NMIOTC). i. Joint Warfare Centre (JWC). j. Joint Force Training Centre (JFTC). k. JFC Brunssum (JFCB). l. JFC Naples (JFCN). m. Air Component Command (AIRCOM). n. Land Component Command (LANDCOM). o. Maritime Component Command (MARCOM).

10 p. Centres of Excellence (COE): IPB II only. 4. Advisors/Observers: a. HQ SACT: Section Head Education & Training Technology. b. Nominated Requirement Authority (RA) representative or nominated Department Head (DH) representative by invitation of the charimen. c. Academia representative by invitation of the chairmen. d. NFS representative by invitation of the chairmen. e. Others as required by the agenda by invitation of the chairmen. 5. Secretary: a. HQ SACT: Education & Individual Training (E&IT) Branch.