Exercise

EXERCISE

Phase 3: Checklist-Facilitator Tasks (Detailed)

The following is a more in-depth, comprehensive Facilitator checklist. Though quite detailed, it can be modified to suit the needs of your particular exercise, its objectives and degree of complexity, and your available resources.

Facilitator checklist
Before the exercise
Date
Steps to Perform
Notes:
1
 
Review exercise process to improve your familiarity and comfort level.
 
2
 
Review Emergency Plan, procedures,
and other documents needed to support the exercise.
 
3
 
Read the exercise materials from
“cover to cover.”
 
4
 
Develop intimate knowledge of the
scenario.
 
5
 
Review the exercise materials
to ensure a clear understanding of each element of the package.
 
6
 
Review purpose. What is driving the training?
 
7
 
Review scope.
Who is to be involved?
When and where is training needed?
What are the limitations?
 
8
 
Review the objectives.
 
9
 
Become familiar with the list of participants and their responsibilities.
 
10
 
Review all instructions.
 
11
 
Review the scenario including supporting elements.
 
12
 
Review timeline of major events and expected actions.
 
13
 
Review messages or injects.
 
14
 
Review Master Scenario Events List (MSEL), including time for messages to be injected, who delivers messages and to whom and how, expected actions.
 
15
 
Review any exercise data, such as maps, photos, audiovisual.
 
16
 
Review administrative information.
 
17
 
Review logistics information, such as procurement of equipment, materials and supplies, communications, facilities, etc.
 
18
 
Review acronyms and definitions used in the exercise.
 
19
 
Conduct a mental dry-run of the exercise.
 
Immediately Before the Exercise-Setting Up
Date
Steps to Perform
Notes:
1
 
Ensure that training supplies are available as needed.
 
2
 
Post a “Training in Session” sign on the outside of the door.
 
3
 
Write the Facilitator name on flipchart paper or blackboard, etc.
 
4
 
Write and post the exercise objectives.
 
5
 
Arrange the tables, chairs, projector, laptop, etc.
 
6
 
Do a sound, equipment, and message transmission check.
 
7
 
Ensure that there are sufficient copies of handouts for the exercise, including the Player Handbook.
 
8
 
Ensure that several copies of needed documentation, such as procedures and Emergency Plan, are in the room.
 

Day of the Exercise-Completing Administrative Tasks

Date
Steps to Perform
Notes:
1
 
Inform participants about the parking policy, smoking policy, locations of restrooms, availability of phones, and locations of emergency exits.
 
2
 
Circulate the participant list for signature, and contact information.
 
3
 
Review the exercise process.
 
4
 
Be aware of the potential for unknowingly influencing players.
 
Day of Exercise
Date
Steps to Perform
Notes:
1
 
Use clear, appropriate language and terminology.
 
2
 
Do not prompt players.
 
3
 
Establish hierarchy of control.
 
4
 
Set rules for player interaction.
 
5
 
Provide adequate supporting information.
 
6
 
Present the goal or purpose of the exercise.
 
7
 
Present the scope of the exercise.
 
8
 
Present the objectives of the exercise.
 
9
 
Direct the exercise.
 
10
 
Present selected information from the scenario as an introduction to the players. This may be in the form of a briefing or by a news flash, etc.
 
11
 
Keep a running log of activities.
 
12
 
Set the pace through controlling flow of messages, injects, and discussion among players.
 
13
 
Give out information and pre-planned messages.
 
14
 
Confirm objectives are achieved.
 
15
 
Keep play on track with the MSEL.
 
16
 
Be prepared to discuss “on-the-fly” problems.
 
17
 
Set clear limits on independent decision making and scenario modifications.
 
18
 
Adjust pace to player proficiency.
 
19
 
If the expected action is not performed, submit a contingency message.
 
20
 
Halt the play according to schedule.
 
After the Exercise-Conducting the Hot Wash
Date
Steps to Perform
Notes:

1

 

Set up flipchart or computer for the post-exercise hot-wash.

 

2

 

Assemble all players and evaluators.

 

3

 

Encourage participation by all players.

 

4

 

Review the objectives of the exercise.

 

5

 

Review the purpose of the exercise.

 

6

 

Remind participants that lessons learned during the exercise and the hot-wash discussion will be documented and will be incorporated in the After Action Report (AAR), along with the Evaluator comments.

 

7

 

What went right? What didn’t?

 

8

 

Were the objectives clear? Measurable? Attainable?

 

9

 

Were the objectives met?

If not, why?

What is needed to meet the objectives?

If the objectives were met, what improvements are suggested?

 

10

 

Did all players understand their roles?

 

11

 

How well did the players interact?

 

Exercise Summary

Date

Steps to Perform

Notes:

1

 

Sincerely thank team members and observers.

 

Facilitator checklist