Initial Movements
On November 4, 1861, Jackson accepted command of the Valley District, with his headquarters at Winchester. Jackson, recently a professor at Virginia Military Institute and suddenly a hero at First Manassas, was familiar with the valley terrain, having lived there for many years. His command included the Stonewall Brigade and a variety of militia units. In December, Jackson was reinforced by Brig. Gen. William W. Loring and 6,000 troops, but his combined force was insufficient for offensive operations. While Banks remained north of the Potomac River, Jackson's cavalry commander, Col. Turner Ashby, raided the Chesapeake and Ohio Canal and the Baltimore and Ohio Railroad. In the Romney Expedition of early January 1862, Jackson fought inconclusively with two small Union posts at Hancock, Maryland, and Bath.
In late February, Maj. Gen. George B. McClellan ordered Banks, reinforced by Brig. Gen. John Sedgwick, across the Potomac to protect the canal and railroad from Ashby. Banks moved south against Winchester in conjunction with Shields's division approaching from the direction of Romney. Jackson's command was operating as the left wing of Gen. Joseph E. Johnston's army, and when Johnston withdrew from Manassas to Culpeper in March, Jackson's position at Winchester was isolated. He began withdrawing "up" the Valley (to the higher elevations at the southwest end of the Valley) to cover the flank of Gen. Joseph E. Johnston's army, withdrawing from the Centreville–Manassas area to protect Richmond. Without this protective movement, the Federal army under Banks might strike at Johnston through passes in the Blue Ridge Mountains. By March 12, 1862, Banks occupied Winchester just after Jackson had withdrawn from the town, marching at a leisurely pace 42 miles up the Valley Pike to Mount Jackson. On March 21, Jackson received word that Banks was splitting his force, with two divisions (under Brig. Gens. John Sedgwick and Alpheus S. Williams) returning to the immediate vicinity of Washington, D.C., freeing up other Union troops to participate in Maj. Gen. George B. McClellan's Peninsula Campaign against Richmond. The remaining division, under Brig. Gen. James Shields, was stationed at Strasburg to guard the lower (northeastern) Valley, and intelligence indicated that it was withdrawing toward Winchester. Banks made preparations to leave the Valley personally on March 23.
Read more about this topic: Jackson's Valley Campaign
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