Platoon Sergeant’s Leader’s Book

If you are looking for information about the Platoon Sergeant’s Leader’s Book, you are in the right place.  Just about every Platoon Sergeant I’ve ever known always had one of those worn out, leather, jam-packed books filled with their platoon’s information.  This is often referred to as their Platoon Sergeant’s Leader’s Book.

In the paragraphs below, I want to share some of the information that should be stored in the leader book.  Let’s get started.

  1.  A Soldier Roster: This would include the Unit Manning Roster for the Platoon outlining all the duty positions, soldiers authorized and actual soldiers assigned.
  2. Profiles: Any copy of the temporary or permanent profile for all of his soldiers (that have one).
  3. Contact Information: The name, address, phone number and email of all of his/her soldiers.
  4. Weapons Qualification Summary: A spreadsheet showing who is qualified with their assigned weapon, when it expires, and who needs to get qualified.
  5. Rating Scheme: The rating scheme for all of the soldiers in the platoon.
  6. APFT Information: A copy of the APFT Cards, or a summary of the APFT Scores for everyone in the platoon.  This should also include the APFT Failures and HT/WT Failures.
  7. A List of the Platoon’s Equipment: A copy of the MTOE or equipment listing of all assigned equipment.
  8. Counseling Information: A copy of all “negative counseling’s” plus a copy of the monthly/quarterly counseling’s for everyone the Platoon Sergeant directly supervises.
  9. Training Calendar and Training Schedule: A copy of the company and platoon training calendar and training schedule.
  10. Platoon METL: I know, Platoons aren’t officially “authorized” a METL, but the Platoon Sergeant should have a list of critical tasks the platoon must be able to do.  This should also include a “grade or score” for each task, plus a plan on how the platoon will improve in each task.
  11. NCOERs: A copy of his direct report’s three most recent NCOERs, plus a copy of the Platoon Sergeant’s most recent NCOER.
  12. Maintenance Schedule: A maintenance schedule for the platoon’s equipment, detailing when services are due and what the plan is to get it done.
  13. 026 Report: An updated/current status of the readiness of the platoon’s equipment.
  14. A  List of Open Issues: Any open/pending/hot issues the Platoon Sergeant must take care of in the immediate future.  This would also include suspenses.

If you can think of anything else that should be in the Platoon Sergeant’s Leader’s Book, feel free to let me know.  Just leave a comment to this post to share your thoughts. Also, if you have any questions, you can post those below and I will do my best to provide an answer.


chuck holmes

Chuck Holmes
Former Army Major (resigned)

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7 thoughts on “Platoon Sergeant’s Leader’s Book”

  1. It wouldn’t hurt to add to the Profiles section, a list of the strengths of each soldier and also the strengths in columns listed with the soldiers under each who have those strengths. This was always helpful to me as a mentor for telemarketers, as a teacher of all grades in English and gifted studies, and as a CEO and founder of a company. Studying this can help leaders make all kinds of important decisions. It is a much faster process than making a phone call. As those you supervise grow intellectually, emotionally and physically, you may be able to add more strengths for each of them. Like all parts of leadership, this entails ongoing formal and informal evaluations. What does everyone else think?

    1. My husband has a pretty comprehensive leader’s book, but he doesn’t have anything listed about strengths and weaknesses – then again, he’s known most of his Soldiers for years, so it is something he is already aware of. Perhaps that would come in handy for a new PSG/PL who doesn’t know anybody.

  2. Neil ODonnell

    I would imagine the Maintenance Schedule for platoon supplies and the Weapons Qualification Summary would be quite crucial for the Platoon Sergeant’s Leader’s Book. It would be more than problematic if crucial supplies were not available or if soldiers were lacking needed qualifications should an impromptu mission arise. I would also agree that the “Platoon METL” with respective grades would be a helpful addition as it would help the Platoon Sergeant in readily determining actions to take to help the unit meet the Commanding Officer’s objectives.

    1. The Platoon Sergeant’s Leader’s Book really needs to have all the admin and personnel data for the Soldiers. Of course, the Squad Leader’s Leader’s Book should also have this information, but the Platoon Sergeant needs to have it too.

  3. How about:
    1. Copy of minutes/notes from the most recent Company Training Meeting.
    2) Make/model/Tag # of soldier’s vehicle(s)? Eventually, some brass will go ballistic about “someone” parked in “their” parking space. Having this list handy will reduce the pucker factor for the Plt Ldr.
    3) Would Family Care Plan information belong here? Or at least highlights/key elements?

    1. Don,

      These are great items to add to the Platoon Sergeant’s Leaders’ Book. I would consider all of this information important and would be something the PSG should have access to at all times. Thanks for sharing.


      1. This book could get as big as we would let it. There should be some things one should have easy access to, but maybe don’t need to have inside the leader’s book. I suppose it depends on each individual leader, but these are all great suggestions.

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