Robert Edward Lee

Robert Edward Lee

Civil War Career

After graduating second in his class from West Point in 1829, Lee was commissioned in the Corps of Engineers. He married (1831) Mary Anne Randolph Custis, a great-granddaughter of Martha Washington, and Arlington House, her father's residence in Virginia, was their home until the Civil War (see Arlington House National Memorial). In the Mexican War, Lee made a brilliant record as captain of engineers with Gen. Winfield Scott's army, winning three brevets; his reconnaissances during the advance on Mexico City were important to the American success.

Lee was superintendent at West Point from 1852 to 1855, when he was made lieutenant colonel of the 2d Cavalry and sent to W Texas. He commanded that regiment from 1857 to 1861. While at Arlington House on an extended leave, he was called to lead the company of U.S. marines that captured John Brown at Harpers Ferry in Oct., 1859.

Civil War Leadership

In Feb., 1861 (after the secession of the lower South), General Scott, with whom Lee was a great favorite, recalled him from Texas. Lee had no sympathy with either secession or slavery and, loving the Union and the army, deprecated the thought of sectional conflict. But in his tradition, loyalty to Virginia came first, and upon Virginia's secession he resigned (April 20, 1861) from the army. His resolve not to fight against the South had already led him to decline (April 18) the field command of the U.S. forces.

On April 23 he assumed command of the military and naval forces of Virginia, which he organized thoroughly before they were absorbed by the Confederacy. Lee then became military adviser to Confederate President Jefferson Davis and was made a Confederate general. After the failure of his efforts to coordinate the activity of Confederate forces in the western part of Virginia (July–Oct., 1861), Lee organized the S Atlantic coast defenses.

In March, 1862, Davis recalled him to Richmond. Lee's plan to prevent reinforcements from reaching Gen. George B. McClellan, whose army was threatening Richmond, was brilliantly executed by T. J. (Stonewall) Jackson in the Shenandoah Valley. When Joseph E. Johnston was wounded at Fair Oaks in the Peninsular campaign, Lee assumed command of the Army of Northern Virginia (June 1, 1862). His leadership of that army through the next three years has placed him among the world's great commanders.

Lee immediately took the offensive, and after ending McClellan's threat to Richmond in the Seven Days battles (June 26–July 2), he thoroughly defeated John Pope at the second battle of Bull Run (Aug. 29–30). McClellan, however, checked him in his first Northern invasion, the Antietam campaign (Sept.). Advances by Ambrose E. Burnside and Joseph Hooker were brutally repulsed in the battles of Fredericksburg (Dec. 13; see Fredericksburg, battle of) and Chancellorsville (May 2–4, 1863), though in the latter victory Lee lost his ablest lieutenant, Stonewall Jackson.

Lee's second invasion of the North resulted in the Confederate defeat in the Gettysburg campaign (June–July). He sorely missed the services of Jackson, and some historians attribute his defeat at Gettysburg to the failures of his subordinates, particularly James Longstreet. Other authorities argue that Lee underestimated his opposition and failed to impose his will upon his subordinates. Lee assumed full blame for the defeat, but Davis refused to entertain his offer of resignation. After Gettysburg, Lee did not engage in any major campaign until May, 1864, when Ulysses S. Grant moved against him. He repulsed Grant's direct assaults in the Wilderness campaign (May–June), but was not strong enough to turn him back, and in July, 1864, Grant began the long siege of Petersburg.

Lee's appointment as general in chief of all Confederate armies came (Feb., 1865) when the Confederacy had virtually collapsed. On April 2, the Army of the Potomac broke through the Petersburg defenses, and Lee's forces retreated. One week later Lee surrendered to Grant at Appomattox Courthouse

After the war Lee became president of Washington College (now Washington and Lee University). Although President Andrew Johnson never granted him the official amnesty for which he applied, Lee nevertheless urged the people of the South to work for the restoration of peace and harmony in a united country.

Character and Influence

Many historians consider Robert E. Lee the greatest general of the Civil War, and it is generally agreed that his military genius, hampered though it was by lack of men and materiel, was a principal factor in keeping the Confederacy alive. Others point out, however, that he never developed a coordinated overall strategy, that he failed to provide an adequate supply system for his armies, and that he was reluctant to deal with difficult subordinates such as Longstreet. Of admirable personal character, Lee was idolized by his soldiers and the people of the South and soon won the admiration of the North. He has remained an ideal of the South and an American hero.

Lee & Grant: Leadership in Bondage

Lee & Grant: Leadership in Bondage

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1. Robert E. Lee and the Politics of Promotion

With James Longstreet recovering from his May 6 wound and numerous other generals wounded or out of action, Lee had to make a major reorganization of his officer corps in order to meet the current emergency. The masterful way in which Lee made this reorganization, while simultaneously fighting Grant to a standstill at Spotsylvania, is a model of organizational leadership and political skill. In making these changes, Lee demonstrated that he was capable of directive leadership, but was also capable of of mixing this style with the participation of his subordinates at key moments.

Lee's first task was to put someone in Longstreet's place. Based purely on military skill, the natural choice for the job was Third Corps Division Commander Jubal Early. Early, a Virginia Lawyer and West Point graduate whom Lee jokingly referred to as "my bad old man" because of his predilection for streams of profanity, was easily the most combative of Lee's division commanders -- precisely the type of general Lee could depend on to exercise initiative and conform to the spirit of his aggressive orders.

Early was a bad choice for the First Corps job, however, and Lee found this out by talking to the officers of the corps headquarters, most notably Colonel Moxley Sorrel, Longstreet's chief of staff. Early on the morning of May 7, as Lee waited for the return of the reconnaissance patrols he had ordered, he summoned Sorrel to headquarters, and the two sat under a shade tree, out of earshot of everyone else, to discuss the situation. Sorrel agreed with Lee that Early was a good general, but he did not recommend him to replace Longstreet because he thought that Early would be "objectionable to both officers and men" of the corps.

The Army of Northern Virginia was a collection of citizen soldiers from the various Confederate states, not a professional army of career soldiers. Southerners of the nineteenth century, and indeed most Americans at the time, held intensely local sympathies; loyalties to community and state were usually more important than conceptions of American patriotism. The men of the First Corps hailed mainly from South Carolina and the Deep South states -- Georgia, Florida, Alabama, Mississippi, Texas, Louisiana and Arkansas. To put Virginia-born Early, not the most politic of officers in any case, in charge of this corps would cause a great deal of bad feeling. Sorrel made another recommendation: Richard H. Anderson, who hailed from South Carolina.

Anderson was not the best choice from a military point of view. He had built a reputation as a solid and reliable, but entirely average, leader. Unlike Stonewall Jackson, he would require more close supervision, at least at the outset. But other factors besides simple military efficiency played a part in this decision. Anderson's division had served the First Corps before being moved to the Third after the battle of Chancellorsville. Sorrel felt that Anderson was the logical choice in this regard: "We know him and shall be satisfied with him." In making this key decision, Lee retained the final approval, but he listened to the advice of a capable subordinate, and in so doing employed a strategically placed bit of participating leadership. As it turned out, Lee made the right choice; Anderson performed very capably until Longstreet returned to the army later in 1864.

Whether or not you can delegate to subordinates depends in part on who those subordinates are and whether they are capable of taking on the responsibility. What are the constraints, political and otherwise, that you face in the realm of human resources? Territorial issues may force you to promote a candidate from one section or division over a candidate from another area, even when that person is not necessarily the most qualified.

Certain candidates for promotion may have connections in high places, even if they are not as highly skilled as others. In any case, you probably do not have the luxury of firing everybody you think isn't performing up to par; you may have to get along as best you can with the staff at your disposal. These issues are nothing new; Robert E. Lee faced them as he attempted to reorganize his officer corps "on the fly" after the Wilderness. The "best" decisions you can make regarding personnel may not be as simple as one resume over another.

With the matter of the First Corps settled to the satisfaction of all, Lee turned to other leadership needs. Hill had proved in the Wilderness that he was unable to exercise effective command of his corps. Putting Anderson in Longstreet's place kept Jubal Early available to assume the Third Corps post, and Lee made that move on May 8. This temporary posting gave Lee the chance to evaluate Early at a higher level of responsibility, confirming or denying his capacity for a fulltime position as a corps commander. Early's promotion, in turn, cleared the way for another of Lee's promising young generals to step up.

John Brown Gordon, a Georgia native and a natural-born soldier with no military training, had shown at every level of command from company to brigade that he was an outstanding soldier. He too, moved up, this time to command Early's division. Gordon's promotion created yet another sticky situation, as another of the brigadiers, Harry Hays of Louisiana, actually outranked Gordon.

Modern leaders often have similar problems: A lower-level leader may not have the skills necessary to perform, but that leader may have seniority, political connections, or something else that makes it difficult to remove her or him from power. In this case, issues of rank were every bit as sensitive as issues of state, and Lee applied dexterity to this problem as well. He moved Hays and his brigade to the division of Edward Johnson and consolidated them with the Louisiana brigade of Leroy Stafford, who had been killed in the Wilderness. This move gave the Louisianians one of their own to command them and removed the issue of rank between Gordon and Hays. To complete this reshuffling, Lee ordered the transfer of one of Robert Rodes's five brigades to Gordon's new division to replace the departed Hays. The move satisfied all the generals involved and left all of the Second Corps divisions with an equal number of brigades.

This level of political sensitivity set Lee apart from most other Civil War generals. As a rule, West Point-trained generals held citizen soldiers and officers in low regard. Not Lee; he understood those whom he led, he appreciated their sacrifices for what they believed in, and adapted his leadership to suit them. A few days later, while Lee and Hill looked on, one of Hill's political generals, Ambrose R. Wright of Georgia, mishandled an attack. Hill railed against Wright, promising to convene a court-martial to punish the Georgian. "These men are not any Army," Lee explained as if lecturing a student. "They are citizens defending their country. I have to make the best of what I have and lose much time making dispositions," he went on. Hill would only humiliate Wright and antagonize the people of Georgia by pressing charges. "Besides," Lee asked Hill, "whom would you put in his place? You'll have to do what I do: When a man makes a mistake, I call him to my tent, talk to him, and use the authority of my position to make him do the right thing the next time." Lee's sensitivity to both the needs of his organization and the needs of his people is a great example for any manager or human resources director to emulate.

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Lee & Grant: Leadership in Bondage

by Maj. Charles R. Bowery, Jr.

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If you work in a senior leadership position, you probably employ negotiation almost every day to get your point across to others. In a given situation, perhaps in the formulation of a company strategic vision or in the development of a sales strategy, you may agree with other executives about the general approach but differ on important strategic points. Using your authority in an autocratic way, a "my way or the highway" approach, might be within your prerogative but would do more harm than good in the long run. A great example of Grant the Negotiator occurred even before he assumed command. When the Lincoln administration began considering Grant for the position of general-in-chief, they asked him his opinion on the best way to solve the problem of Lee's continual success in the eastern theater. Grant stated his opinion of the best course of action in a typically straightforward letter to Chief of Staff Henry Halleck, written in January 1864.

Instead of lunging directly at Lee along the same line of operations as in all previous Union offensives, Grant proposed a more indirect approach. He wanted to concentrate all available forces to make a newer, bigger army of the Potomac, move that force via the Chesapeake Bay and southeastern Virginia to North Carolina, and slice into the Confederate interior, "an abandonment of all previously attempted lines to Richmond." His intermediate target would be Raleigh, North Carolina, and by capturing this he would deprive Lee of the area from which he received most of his supplies and much of his manpower. In Grant's thinking, this offensive "would virtually force an evacuation of Virginia and indirectly of East Tennessee" and "would throw our armies into new fields, where they could partially live upon the country and would reduce the stores of the enemy." George McClellan had attempted a less bold version of this maneuver with his 1862 Peninsula Campaign.

This plan made tremendous sense given the futility of Union efforts in Virginia since 1861, but it was destined for disapproval on the desk of Abraham Lincoln. Grant perceived one strategic imperative: A focus on the enemy's armies through maneuver and offensive action. Lincoln agreed with Grant in this respect, but he also operated under a second strategic imperative. Right or wrong, Lincoln demanded the continued security of Washington, D.C., and he demanded that this be achieved by maintaining a large force between that city and Lee's army. Grant's proposal to strip the capital of its defenses in order to form a large expeditionary force was simply anathema to the Lincoln administration. It did not matter that by 1864 Washington was the most heavily fortified city on Earth, and that Lee saw perfectly clearly the impossibility of capturing it.

Faced with this opposition, Grant used dialogue and negotiation to get his essential point across where his predecessors had failed. Earlier eastern commanders such as McClellan, Pope, and Hooker were inflexible to a fault; as professional soldiers, they took a dim view of Lincoln, who in all fairness to them often meddled in military policy. But the strategic conferences they held with Lincoln usually ended in dissatisfaction for one or both parties.

They went beyond disagreement with Lincoln into open and acrimonious arguments that were inappropriate for all concerned. Their negotiations usually took the form of distributive, or zero-sum bargaining -- that is, one side was bound to win (by the Union's adopting his strategy) and one side was bound to lose (by having his approach rejected or his feelings hurt). Distributive bargaining may be necessary in some situations, such as a discussion of prices with a customer, but in Grant's case, it was important for him and the Union cause that he and Lincoln come to an agreement that satisfied all concerned.

Grant did this by employing integrative, or collaborative, bargaining, an approach that uses shared interests and cooperation to arrive at a satisfactory outcome. Grant and Lincoln agreed on the end result they desired, and they really did agree on the overall approach -- just not on the specific question of a line of operation. Grant was able to convince Lincoln of the soundness of his overall plan, and as a result, he got much of it implemented.

Grant was at his best as a strategic leader because he communicated a solid vision while exhibiting good followership and negotiating skills, as seen earlier. In contrast to his predecessors, Grant never criticized his boss in public, even though he must have chafed under the restrictions placed on him. Even though strategic leaders exercise control at the highest levels, they cannot forget the vital importance of followership.

Grant's relationship with his three subordinate generals were a case in point. Nathanial P. Banks in Louisiana and Franz Sigel and Benjamin Butler in Virginia were so-called political generals. They had gained their positions of authority early in the war, when the difficulty of raising a mass citizen army meant that Abraham Lincoln often had to rely on men with political clout but little military ability, because of their influence with large portions of the citizenry of their states. Like it or not, you probably have to work with senior executives who owe their positions to political clout, and there is nothing you can do about it. Just as Grant did, however, you can use even these subordinates to get where you need to go.

Political influence became more, not less, important as the war went on, and it came to a head in 1864 as the presidential election approached. Banks and Butler were prominent Republicans, and thus were viewed as politically acceptable by the administration and by Congress. Sigel was a german immigrant who was immensely popular with the Northeast's German-American population. Grant, and by extension, Lincoln, did not have the option of replacing these men, and in any case, generals of proven ability in commanding armies were scarce. As a strategic leader, Grant had to make the best of the generals provided to him.

You may be placed in the same situation with your senior staff. If you cannot remove those who are in positions of responsibility, you must find a way to maximize your team's performance in spite of them. Grant did this through the application of a coherent vision of victory and by "stacking" with other proven generals when and where he could.

Grant knew that Sigel and Butler were liabilities, so he sought to place proven soldiers in division command positions immediately below them, in the hope that the political generals would in some cases defer to the professionals -- a long shot, yes, but better than nothing. Sigel's official position was commander of the Department of West Virginia; Grant's intention for the campaign was to have two trusted subordinates, Edward O.C. Ord and George Crook use the department's 10,000 troops as one striking force, aimed at severing Virginia's rail link with Eastern Tennessee and moving northward into the Shenandoah Valley. It became clear to Ord that Sigel had no intention of letting him carry out Grant's plan, though, and so Ord resigned on April 19.

Ord was correct in his supposition. Sigel disregarded Grant's intent and divided his force into three smaller elements, two operating in southwestern Virginia under Crook and William W. Averell, and the largest (of course), under his personal command, moving southward up the valley to link up with them. Sigel's blatant insubordination should not obscure the leadership that Grant attempted to employ, however.

In the end, the Shenandoah Valley expedition made some small gains only because of the general-in-chief's personnel decisions. Sigel ensured that the offensive failed to coordinate with Grant's overall strategy. Crook's was the most successful of the three columns, defeating a small Confederate force at Cloyd's Mountain, Virginia, on May 9. Averell's force also had limited success, but it was too small to do any significant damage and was not able to move into a position to support Crook, and so by mid-May the two were back in West Virginia. Aside from a small amount of damage to the Virginia and Tennessee railroad, this phase of the offensive achieved nothing.

This withdrawal allowed the Confederate commander in the Shenandoah Valley, former U.S. Vice President John C. Breckinridge, now a Confederate major general, to concentrate his forces against Sigel at New Market, thirty miles north of Staunton on the Valley Turnpike (the present day U.S. 11/Interstate 81 corridor). On May 15, Breckenridge's 5,300 rebels squared off against Sigel's 9,000 Unionists and defeated them soundly. The most noteworthy moment in the battle occurred when 227 teenaged cadets of the Virginia Military Institute charged to plug a gap in the Confederate line, suffering ten killed and forty-five wounded but capturing a Union Canon and ensuring victory for Breckenridge's little army. Sigel tamely retreated northward, and by May 19, Breckenridge and 2,500 infantrymen were on board trains enrooted to reinforce Lee and the Army of North Virginia.

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Lee & Grant: Leadership in Bondage

by Maj. Charles R. Bowery, Jr.

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About the Author

MAJOR CHARLES R. BOWERY, JR., a United States Army officer, brings a proud heritage and personal experience in military command and combat positions to his study of leadership in the Civil War. Counting three Confederate Army soldiers among his storied ancestors, he was born and raised in New Kent County, Virginia, a suburb of Richmond on the outskirts of the Army of Northern Virginia's first battlefields. His early fascination with the War Between the States led him to the field of military history.

Bowery received his undergraduate degree in history in 1992, as a Distinguished Military Graduate of the College of William and Mary, and earned his Master's in history from North Carolina State University in 2001. Upon completing his graduate studies, he clinched the position of military history instructor at the army's prestigious academy at West Point. During his two-year tenure, he wrote several book reviews and encyclopedia articles on the Civil War, as well as co-edited the official Academy correspondence of Superintendent Robert E. Lee. In January 2004, Gettysburg Magazine published his article, "Encounter at the Triangular Field: The 124th New York and the First Texas at Gettysburg, July 2, 1863."

"Some authors have attempted to boil down the war's battles and leaders into sets of aphorisms, and many have attempted to shoehorn them into modern management theories. That is not the intent of this book," Bowery asserts. "LEE & GRANT is intended to be a concise, readable, exciting account of the 1864 Overland Campaign. Throughout this amazing story, the reader will find a succession of leadership lessons that are as pertinent in the 21st century as they were in the 19th."

Bowery has been called upon to apply those very leadership lessons throughout his career as an army aviation officer with the First Infantry Division. Since July 2004, he has been stationed in Tikrit, Iraq, serving as the Operations Officer for 1-1 Aviation. A qualified and accomplished AH- 64 Apache Attack Helicopter pilot, he is currently responsible for supervising day-to-day operations and planning combat missions for a battalion of 24 attack helicopters. Known as the "Gunfighters," his battalion provides support to ground troops fighting against Iraqi insurgents.

Before his combat tour in Iraq, Bowery completed the Command and General Staff Officer's Course at Fort Leavenworth, Kansas, and served with the First Infantry Division in Ansbach, Germany. He is scheduled to return to Germany sometime in early 2005. He looks forward to rejoining his wife, Mary Ann, an Army lawyer with the Judge Advocate General's Corp, and resuming their weekend travels through Europe with their Great Dane, Frederick. About the Book

LEE & GRANT: Profiles in Leadership from the Battlefields of Virginia by Maj. Charles R. Bowery, Jr. Published by AMACOM Books ISBN 0-8144-0819-2, 272 pages, illustrated, bibliography, indexed, hardcover, $24) Available through this site or directly from the publisher: http://www.amacombooks.com/books/catalog/0814408192.htm

Endorsements for LEE & GRANT:

"In Lee & Grant, Charles Bowery offers some timely, perceptive, and deftly presented observations on nineteenth century leadership and followership skills that apply equally well to managers, military and civilian, of our era. This well-researched and thought-provoking study is a model of its kind." -- Edward G. Longacre

"Lee & Grant offers a judicious and compelling command- level overview of the 1864 Overland Campaign, as well as thoughtful consideration of how an understanding of the events of over 140 years ago can be of value to businessmen, military officers, and anyone else who faces the challenge of leadership today. Highly recommended." -- Ethan S. Rafuse, Professor of Military History, U.S. Army Command and General Staff College, and author of George Gordon Meade and the War in the East

"Charles Bowery's book is a remarkably interesting and useful analysis of the challenges Grant and Lee faced as leaders. Bowery identifies the qualities, skills, and methods that enabled them to succeed, and he skillfully translates their experiences into 'Leadership Lessons,' readily transferable to the modern business world." -- Robert A. Doughty, U.S. Military Academy, West Point

Business is a Battlefield. Learn from Two of America's Greatest Generals.

The Overland Campaign of 1864 brought together the Civil War's two greatest commanders, Robert E. Lee and Ulysses S. Grant, in the longest, hardest-fought, and most destructive military campaign ever waged on the North American continent. Locked in deadly combat, Lee and Grant plotted, maneuvered, and pushed ferociously to win control of each conflict‹the Battle of the Wilderness, Spotsylvania, the North Anna, Cold Harbor‹and, ultimately, the nation.

LEE & GRANT combines a riveting historical account of the Overland Campaign with a fascinating, eye-opening study in leadership -- as powerful and relevant today as it was on the battlefields of Virginia. Stripping away many of the myths and hyperbole, LEE & GRANT delivers a clear-headed account of their successes and failures, along with dozens of leadership lessons that managers and executives can put to use in any organization.

Lee and Grant approached challenges in a fundamentally similar way. They called on skills learned through a lifetime of intellectual and practical preparation, applied those skills through carefully selected subordinates, and drove their armies forward with indomitable will and persistence. Imagine an organization headed by someone who combines the best traits and skills of these two exceptional generals -- unstoppable!

Copyright ©2005 by Charles R. Bowery, Jr. All rights reserved. Reprinted here with permission of the publisher, Amacom Books, http://www.amacombooks.org. Please feel free to duplicate or distribute this file, as long as the contents are not changed and this copyright notice is intact.

 

Lee fails in mountain campaign

Lee fails in mountain campaign

When General Robert E. Lee arrived at Huntersville, Pocahontas County, on August 3, 1861, to assume field command of all the Confederate troops operating in western Virginia, he met a cold reception from General W. W. Loring, who commanded the Cheat Mountain and Tygarts Valley area. Loring, though Lee's junior in the old U. S. Army, was a seasoned veteran of many campaigns, and had seen far more of field service than his superior, and felt that he did not need Lee's supervision.

Loring was jealous of his position. Thus, Lee's first task was to smooth his ruffled feathers. Douglas S. Freeman, Lee's foremost biographer, says that "he chose the role of a diplomatist instead of that of an army commander and sought to abate Loring's jealousy by magnifying that officer's authority." The situation was too critical to indulge in petty quarrels over rank and prerogatives.

General Loring had fixed upon Huntersville as his central supply base, but wagon trains from Monterey were slow in arriving. Lee waited at Huntersville for three days, then on August 6, he moved eighteen miles forward to a point on the Huntersville-Huttonsville road. His Valley Mountain camp, sitting near the Pocahontas-Randolph county line near what is now known as Mace, was adjoining that of Colonel William Gilham, who commanded a brigade of Virginians. The camp was within twelve miles of the strong concentration of Union troops at Elkwater under command of General Joseph J. Reynolds.

In happier times General Lee would have reveled in the prospect from his camp at Valley Mountain. He wrote his wife an almost poetic letter, describing the beauties of the mountains and the location of his headquarters. "We are on the dividing ridge looking down the Tygarts River Valley, whose waters flow into the Monongahela, and South towards the Elk River and Greenbrier, flowing into the Kanawha. In the valley north of us lie Beverly and Huttonsville, occupied by our invaders, and the Rich Mountains west, scene of our former disaster, and Cheat Mountains east, their present stronghold, are in full view."

The Confederate army under Loring was superior in numbers, but not as well armed or equipped as the Union forces under Reynolds. In all, Loring's command numbered about 11,000 effectives, while Reynolds could muster about 9,000. But Reynolds had a decided advantage in that his troops were concentrated at points--Huttonsville, Elkwater, Cheat Mountain Pass, three miles east of Huttonsville, and at Cheat Mountain Summit, nine miles east of Reynolds' headquarters at the Pass--all within easy striking distance of each other. Loring's forces were divided by Cheat Mountain; four brigades under Burks, Gilham, Anderson, and Donelson were posted at or near the Valley Mountain Camp, while two brigades under General Henry R. Jackson and Colonel Albert Rust were sitting astride the Parkersburg-Staunton Turnpike (now Route 250), at present Bartow, Pocahontas County.

Bad luck plagued the Confederate movement from the first. After the establishment of the headquarters camp, heavy rains fell almost incessantly for more than twenty days. The poor roads and mountain trails were churned to a bottomless sea of mud, so that troop movement on foot was difficult and almost impossible for wagon traffic. Measles broke out in the camp; one regiment was reduced to one-third its strength by sickness. The defending Federal troops were likewise at the same disadvantage--supplies and replacement troops had to struggle over the deep, muddy roads from the railhead at Grafton, or from the nearer depots at Philippi and Beverly.

The Confederate troops moved into the region so deliberately and over such a long period that all opportunity for a surprise attack was lost. More days were spent in reconnoitering before a plan of attack was formulated every mountain path was followed out, but until they could find a road not securely defended, Lee and his whole army were at a stalemate. Finally, a rough trail was found that led along the western crest of Cheat Mountain and directly to the road that supplied the Federal fortified and entrenched position located at the crest where the pike dipped over into the Tygarts Valley. Reynolds was believed to have had 2,000 men in the fort at Cheat Summit, when in fact it was garrisoned by only a small force of 300. Its position, however, was such as to render the place almost impregnable.

After making reconnaissance, Lee was convinced of the futility of bringing on a general engagement, but decided to turn or dislodge Reynolds by piecemeal, with simultaneous attacks on his strongest positions. By September 8, an elaborate plan of action had been devised, calling for a concerted movement to be started on the 10th with a two-pronged attack to be made at dawn on the 12th. The plan was well thought out, but General Lee had not reckoned on the elements, the enemy he could not contain or control, or the green troops commanded by inexperienced, inept officers.

Colonel Rust, who made a personal reconnaissance of the route assigned him, was to take his brigade over a side road, or trail, to a point where he could command the Cheat Summit fort. At the same time General H. R. Jackson was to lead his brigade over the Parkersburg-Staunton pike to support Rust after he had cleared the crest for an advance into the valley. Simultaneously, General S. R. Anderson was to move on the Elkwater position, following generally the Huttonsville-Huntersville road. General Daniel S. Donelson and Colonel Jesse S. Burks, with their brigades, were to pass down either side of the Tygarts River to support Anderson's attack on Elkwater. Colonel William Gilham's brigade was go moved forward, but held in reserve.

On the night of the 11th long columns struggled through brushy, mountainous terrain, on paths so narrow that in many places they marched single file. To add to their discomfort, heavy rain fell all night, soaking the men to their skins and, for the most part, rendering their supply of cooked rations and ammunition unusable. Because of the rough terrain, neither Rust nor Donelson could take cavalry or artillery. It was a march for foot soldiers only. Lee went forward with a body of troops on the 11th; at Conrad's Mill this wing came upon a retiring Federal outpost and a slight skirmish ensued. This was General Lee's baptism of fire in the Civil War; it was the first time he was with troops in the field when engaged with the enemy.

The morning of the 12th found Loring's wing in position for assault on the Federal force at Elkwater; General Anderson had reached his appointed place within reach of the Parkersburg-Staunton pike, and General Donelson had muddled through to a point where he could rush to the support of either Loring or Anderson. General Lee felt confident of success; it all depended upon the attack on the Cheat Summit stronghold. Rust failed his commander.

The assault on Elkwater was to open with the first volley fired on Cheat Summit, some seven miles distant by mountain trail, but the signal did not come. Instead, Rust's brigade had come to grief when, after by-passing the Summit fort, it attacked a wagon train about a mile from the fort. Rust was in turn attacked by a small force made up of several companies from the 24th and 25th Ohio infantry, and two companies of the 14th Indiana, under Colonel Nathan Kimball, 14th Indiana. In a sharp skirmish the green Confederate troops, though greatly outnumbering the Federal troops, retreated from their position on the road and took cover in the dense forest. The official report says they were so greatly demoralized that they threw away ''guns, clothing, and everything that impeded their progress." Colonel Rust, in his official report, accused the men of cowardice, though he was careful to except the men of his own regiment, 3rd Arkansas Infantry.

The Lee-Loring force facing Elkwater was stopped cold, after a brief exchange. But notwithstanding Rust's fiasco had upset the timetable, Lee resumed the offensive on the morning of the 13th--some Confederate troops had penetrated the valley and had cut communication between the two wings of the Federal defenders. Another abortive attack was made on the Cheat Summit works on the morning of the 13th, which was easily repulsed by the 300 Ohio-Indiana defenders. At about the same time the Lee-Loring forces advanced on Elkwater, but were turned back when a rifled 10-pounder Parrott gun from Loomis' battery was run forward and opened fire on the gray clad ranks, supporting the riflemen who were blazing away without doing much damage. Small skirmishes were fought at various points in the valley during the 13th, 14th and 15th, but nothing like a general engagement was fought during the whole campaign. Unwilling to admit defeat, the Confederates made demonstrations on the Elkwater position on the l4th and 15th, bringing about a series of "shoot and run" affairs; and on the 15th again attacked the redoubt on the summit. All attacks failed.

The campaign may be said to have come to a close on the evening of the 15th when General Lee ordered a retirement to the rear. In fact on the 14th he issued an order indicating that the purpose of the campaign had been fulfilled and ordered the Army of the Northwest "to resume its former position at such time and in such manner as General Loring shall direct."

In the twelve or fifteen separate clashes or skirmishes that marked the operation extending over four days, the casualties were very light, though each side issued exaggerated claims of the number of enemy killed and wounded. No consolidated casualty list has been found, but General Reynolds admitted to a Federal loss of nine killed, two missing, and about sixty prisoners. No casualty report is had from the Confederate side, but from several sources it is indicated that their loss in killed, wounded and captured exceeded that of the Federals. The heaviest loss sustained by General Lee was in the death of his aide-de-camp, Colonel John Augustine Washington, who was shot while reconnoitering near Elkwater on September 13.

The repulse of General Lee's Army of the Northwest and failure of the Cheat Mountain campaign, though discouraging, was by no means disastrous to the Confederacy. The brigades encamped at Valley Mountain fell back to their old camp, while Rust and Jackson led their men back to Camp Bartow, where they were joined later by the four Valley Mountain brigades.

Lee suffered greatly in military reputation, and for several months was entrusted only with minor military duties. William P. Trent, in his Robert E. Lee, reviewed the failure and the retreat, and sums it all up: "There was, then, nothing to do but acknowledge the campaign a failure. . . Lee, whom the press abused, and even former friends began to regard as overrated, was assigned to duties in South Carolina, Georgia and Florida; and her western counties were lost to the Old Dominion forever."

Lee did not tarry long with Loring's command after the withdrawal, but hurried away to a camp on Sewell Mountain to settle the feud between Generals Wise and Floyd, who were operating in the Gauley and New River area against Generals Cox and Rosecrans.

 

Lee fails in mountain campaign

Lee fails in mountain campaign

When General Robert E. Lee arrived at Huntersville, Pocahontas County, on August 3, 1861, to assume field command of all the Confederate troops operating in western Virginia, he met a cold reception from General W. W. Loring, who commanded the Cheat Mountain and Tygarts Valley area. Loring, though Lee's junior in the old U. S. Army, was a seasoned veteran of many campaigns, and had seen far more of field service than his superior, and felt that he did not need Lee's supervision.

Loring was jealous of his position. Thus, Lee's first task was to smooth his ruffled feathers. Douglas S. Freeman, Lee's foremost biographer, says that "he chose the role of a diplomatist instead of that of an army commander and sought to abate Loring's jealousy by magnifying that officer's authority." The situation was too critical to indulge in petty quarrels over rank and prerogatives.

General Loring had fixed upon Huntersville as his central supply base, but wagon trains from Monterey were slow in arriving. Lee waited at Huntersville for three days, then on August 6, he moved eighteen miles forward to a point on the Huntersville-Huttonsville road. His Valley Mountain camp, sitting near the Pocahontas-Randolph county line near what is now known as Mace, was adjoining that of Colonel William Gilham, who commanded a brigade of Virginians. The camp was within twelve miles of the strong concentration of Union troops at Elkwater under command of General Joseph J. Reynolds.

In happier times General Lee would have reveled in the prospect from his camp at Valley Mountain. He wrote his wife an almost poetic letter, describing the beauties of the mountains and the location of his headquarters. "We are on the dividing ridge looking down the Tygarts River Valley, whose waters flow into the Monongahela, and South towards the Elk River and Greenbrier, flowing into the Kanawha. In the valley north of us lie Beverly and Huttonsville, occupied by our invaders, and the Rich Mountains west, scene of our former disaster, and Cheat Mountains east, their present stronghold, are in full view."

The Confederate army under Loring was superior in numbers, but not as well armed or equipped as the Union forces under Reynolds. In all, Loring's command numbered about 11,000 effectives, while Reynolds could muster about 9,000. But Reynolds had a decided advantage in that his troops were concentrated at points--Huttonsville, Elkwater, Cheat Mountain Pass, three miles east of Huttonsville, and at Cheat Mountain Summit, nine miles east of Reynolds' headquarters at the Pass--all within easy striking distance of each other. Loring's forces were divided by Cheat Mountain; four brigades under Burks, Gilham, Anderson, and Donelson were posted at or near the Valley Mountain Camp, while two brigades under General Henry R. Jackson and Colonel Albert Rust were sitting astride the Parkersburg-Staunton Turnpike (now Route 250), at present Bartow, Pocahontas County.

Bad luck plagued the Confederate movement from the first. After the establishment of the headquarters camp, heavy rains fell almost incessantly for more than twenty days. The poor roads and mountain trails were churned to a bottomless sea of mud, so that troop movement on foot was difficult and almost impossible for wagon traffic. Measles broke out in the camp; one regiment was reduced to one-third its strength by sickness. The defending Federal troops were likewise at the same disadvantage--supplies and replacement troops had to struggle over the deep, muddy roads from the railhead at Grafton, or from the nearer depots at Philippi and Beverly.

The Confederate troops moved into the region so deliberately and over such a long period that all opportunity for a surprise attack was lost. More days were spent in reconnoitering before a plan of attack was formulated every mountain path was followed out, but until they could find a road not securely defended, Lee and his whole army were at a stalemate. Finally, a rough trail was found that led along the western crest of Cheat Mountain and directly to the road that supplied the Federal fortified and entrenched position located at the crest where the pike dipped over into the Tygarts Valley. Reynolds was believed to have had 2,000 men in the fort at Cheat Summit, when in fact it was garrisoned by only a small force of 300. Its position, however, was such as to render the place almost impregnable.

After making reconnaissance, Lee was convinced of the futility of bringing on a general engagement, but decided to turn or dislodge Reynolds by piecemeal, with simultaneous attacks on his strongest positions. By September 8, an elaborate plan of action had been devised, calling for a concerted movement to be started on the 10th with a two-pronged attack to be made at dawn on the 12th. The plan was well thought out, but General Lee had not reckoned on the elements, the enemy he could not contain or control, or the green troops commanded by inexperienced, inept officers.

Colonel Rust, who made a personal reconnaissance of the route assigned him, was to take his brigade over a side road, or trail, to a point where he could command the Cheat Summit fort. At the same time General H. R. Jackson was to lead his brigade over the Parkersburg-Staunton pike to support Rust after he had cleared the crest for an advance into the valley. Simultaneously, General S. R. Anderson was to move on the Elkwater position, following generally the Huttonsville-Huntersville road. General Daniel S. Donelson and Colonel Jesse S. Burks, with their brigades, were to pass down either side of the Tygarts River to support Anderson's attack on Elkwater. Colonel William Gilham's brigade was go moved forward, but held in reserve.

On the night of the 11th long columns struggled through brushy, mountainous terrain, on paths so narrow that in many places they marched single file. To add to their discomfort, heavy rain fell all night, soaking the men to their skins and, for the most part, rendering their supply of cooked rations and ammunition unusable. Because of the rough terrain, neither Rust nor Donelson could take cavalry or artillery. It was a march for foot soldiers only. Lee went forward with a body of troops on the 11th; at Conrad's Mill this wing came upon a retiring Federal outpost and a slight skirmish ensued. This was General Lee's baptism of fire in the Civil War; it was the first time he was with troops in the field when engaged with the enemy.

The morning of the 12th found Loring's wing in position for assault on the Federal force at Elkwater; General Anderson had reached his appointed place within reach of the Parkersburg-Staunton pike, and General Donelson had muddled through to a point where he could rush to the support of either Loring or Anderson. General Lee felt confident of success; it all depended upon the attack on the Cheat Summit stronghold. Rust failed his commander.

The assault on Elkwater was to open with the first volley fired on Cheat Summit, some seven miles distant by mountain trail, but the signal did not come. Instead, Rust's brigade had come to grief when, after by-passing the Summit fort, it attacked a wagon train about a mile from the fort. Rust was in turn attacked by a small force made up of several companies from the 24th and 25th Ohio infantry, and two companies of the 14th Indiana, under Colonel Nathan Kimball, 14th Indiana. In a sharp skirmish the green Confederate troops, though greatly outnumbering the Federal troops, retreated from their position on the road and took cover in the dense forest. The official report says they were so greatly demoralized that they threw away ''guns, clothing, and everything that impeded their progress." Colonel Rust, in his official report, accused the men of cowardice, though he was careful to except the men of his own regiment, 3rd Arkansas Infantry.

The Lee-Loring force facing Elkwater was stopped cold, after a brief exchange. But notwithstanding Rust's fiasco had upset the timetable, Lee resumed the offensive on the morning of the 13th--some Confederate troops had penetrated the valley and had cut communication between the two wings of the Federal defenders. Another abortive attack was made on the Cheat Summit works on the morning of the 13th, which was easily repulsed by the 300 Ohio-Indiana defenders. At about the same time the Lee-Loring forces advanced on Elkwater, but were turned back when a rifled 10-pounder Parrott gun from Loomis' battery was run forward and opened fire on the gray clad ranks, supporting the riflemen who were blazing away without doing much damage. Small skirmishes were fought at various points in the valley during the 13th, 14th and 15th, but nothing like a general engagement was fought during the whole campaign. Unwilling to admit defeat, the Confederates made demonstrations on the Elkwater position on the l4th and 15th, bringing about a series of "shoot and run" affairs; and on the 15th again attacked the redoubt on the summit. All attacks failed.

The campaign may be said to have come to a close on the evening of the 15th when General Lee ordered a retirement to the rear. In fact on the 14th he issued an order indicating that the purpose of the campaign had been fulfilled and ordered the Army of the Northwest "to resume its former position at such time and in such manner as General Loring shall direct."

In the twelve or fifteen separate clashes or skirmishes that marked the operation extending over four days, the casualties were very light, though each side issued exaggerated claims of the number of enemy killed and wounded. No consolidated casualty list has been found, but General Reynolds admitted to a Federal loss of nine killed, two missing, and about sixty prisoners. No casualty report is had from the Confederate side, but from several sources it is indicated that their loss in killed, wounded and captured exceeded that of the Federals. The heaviest loss sustained by General Lee was in the death of his aide-de-camp, Colonel John Augustine Washington, who was shot while reconnoitering near Elkwater on September 13.

The repulse of General Lee's Army of the Northwest and failure of the Cheat Mountain campaign, though discouraging, was by no means disastrous to the Confederacy. The brigades encamped at Valley Mountain fell back to their old camp, while Rust and Jackson led their men back to Camp Bartow, where they were joined later by the four Valley Mountain brigades.

Lee suffered greatly in military reputation, and for several months was entrusted only with minor military duties. William P. Trent, in his Robert E. Lee, reviewed the failure and the retreat, and sums it all up: "There was, then, nothing to do but acknowledge the campaign a failure. . . Lee, whom the press abused, and even former friends began to regard as overrated, was assigned to duties in South Carolina, Georgia and Florida; and her western counties were lost to the Old Dominion forever."

Lee did not tarry long with Loring's command after the withdrawal, but hurried away to a camp on Sewell Mountain to settle the feud between Generals Wise and Floyd, who were operating in the Gauley and New River area against Generals Cox and Rosecrans.

 

The Robert E. Lee Papers

The Robert E. Lee Papers

Welcome to the Robert E. Lee Papers at the Special Collections Department of the James Graham Leyburn Library at Washington and Lee University. These letters are a representative sample from our collection which documents aspects of Lee's life and career as a soldier, educator, friend, and father.

Lee to Colonel Samuel Bassett French, August 8, 1862

Lee to Colonel Samuel Bassett French, August 8, 1862

HdQrs: 8 Aug '62

Good bye my dear Col: May every happiness & success attend you. I am glad that General Jackson will have the benefit of your presence, & get __?__ your loss to the good Gov- I thank you sincerely for your advice - The latter part is good. I have regretted my inability to see more of the troops - I have never had time to be with them except at their duties - Their parades etc I have been unable to attend. I visit their camps & their lines etc, but I have had to keep them so constantly at work. So much has to be done, & so much is yet to be done, that I have felt I might not to (?)take them from it & engross their time with reviews etc for my gratification - You know how we live in hope, & I have always hoped that a better time was coming. Now I must give you some advice. Take care of yourself, & I know that the great God above us will take care of you. To him I trust you & confidently rely upon his goodness in all that may occur. I pray that you may soon be returned to us, bringing in your footsteps the blessings of peace - Think sometimes of your friend R E LEE

Col: S. Basset French

On the reverse: P.S. Leave the train at Gordonsville - __?__ I when last heard of any Fs near that place

REL

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Lee to General Richard S. Ewell, May 8, 1862

Lee to General Richard S. Ewell, May 8, 1862

Headqrs Richmond VA
8 May 1862

General
I have had the honor of seeing your letter of the _?_ inst: reporting the movements of the enemy down the Valley, & the condition of affairs east of the Blue Ridge. _?_I telegraphed you on the same day as the date of your letter, I see no necessity for retaining your division at Swift Run Gap, if it is ascertained that the intention of the enemy is to retire from the Valley and that he no longer meditates an advance toward Staunton. From present indications it is thought that the column under Genl Banks will attempt to form a junction with that opposite Fredricksburg under Genl McDowell. If you ascertain this to be the fact, an opportunity might be presented for intercepting Bank's march & striking him a blow while enroute for Fredburg; & with this view it is suggested that you move the bulk of your command to Gordonsville on the line of the Rappahannock, so as to have it available for this purpose, & moreover to enable you to more readily form a junction with the force this side of Fredericks'g under Genl Anderson, if necessary. A small force could be left to watch the pass through Swift Run Gap if the above course is adopted - I have today written to Genl Jackson advising him of the contents of this letter - Shd you move you will report the fact to him.
In addition to the brigade of General Branch, that of Genl Malone, from the Dept. Of Norfolk, has been ordered to Gordonsville to report to you for duty: Two regiments of the latter have already left this city for that place -

I am very respecty
Your obt servt
R E Lee
Genl

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Lee to General William Nelson Pendeleton, October 10, 1862

Lee to General William Nelson Pendeleton, October 10, 1862

Headqrs Dept. N.Va
10 Octo. 1862

 

Genl
I have received your notes of the 9th & 10th inst: & am much obliged to you for the information they contain. When we move, I think you had better take the route by Ft Royal; for if the route is by Ashby's Gap, the army will occupy Perry's Ford, which is quite deep; whereas the route by Front Royal and taking the upper ford will be shallow should the route of the army be by Sandy Hook, the Ft Royal route will of course be most direct for you. Please do what is necessary for the fords & get all the information concerning forage, etc (on either route) that you can-

I am most respecty
Your obt servt

R E Lee
Genl
Brig Genl W. N. Pendleton
Commdy Arty

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