Designing Creative Exercises From Theory to Real World (Part 1)

Transcription

1 February 11 14, 2018 Gaylord Opryland Resort and Convention Center, Nashville #DRI2018 Designing Creative Exercises From Theory to Real World (Part 1) Raelene Anderson, MBCP, CEM Bobby Cook, CBCP, CEM

2 Welcome Raelene Anderson, MBCP, CEM Bobby Cook, CBCP, CEM

3 Applied Materials

4 What about you? How many people are in your company? What sector are you from? How many of you have designed an exercise? What type? How many of you have participated in an exercise? How many people were involved? What role did you play? What did you learn? Do you have an emergency response team or plan?

5 Introduction to Workshop Part 1 Basics of exercise design and an introduction to today s scenario. Part 2 Executive approval, selecting a design team and exercise component development. Part 3 Exercise day communication, exercise facilitation, hot wash and after action reports.

6 Exercise Types Orientation Introduction of a new plan, team or procedure. Table Top Facilitated discussion within an organization. Drill focused on a single operation or function. Functional Simulated event, but no physical movement of personnel or equipment. This may or may not include a simulation team. Full Scale Everyone and everything is in play. Situation changes based on players response. May or may not include outside agency participation.

7 Video Example Site exercise for post-active shooter. CAUTION, the video is somewhat graphic. It is all make up, not a real event.

8 Purpose, Scope and Objectives Purpose - Why do we exercise? Definition - Something performed or practiced in order to develop, improve, or display a specific power or skill. Scope - Who, What, Where and Why? Objectives - SMART Objectives. This is not a test! This is training!

9 Transitions from Incident Management to Crisis Management to BCP Bring the BCP team in early to understand the impact of the incident

10 Executive Approval Why do you need Executive approval? Align with management objectives. Understand time commitment for exercise design team members. Understand time / productivity loss during the exercise. Request management support. Complete a summary for executive approval. This includes the purpose, scope, objectives, participants, budget, date, and duration. Pitfalls, presentations and how best to present to executives. (i.e. 1 page presentations, nothing too technical, and how it benefits the organizations.

11 Santa Clara Region Earthquake Exercise Full scale exercise will be conducted on June 24, Employee communication will be delivered through multiple mediums. Evacuation of ALL SCLA buildings (campus by campus) between 9am 11:30 am. Evacuation duration will be approximately 30 minutes. No additional impact to operations or normal daily activities. Additional activities (simulated and live) included in the exercise include: Establishment of response command posts at each campus. Facility assessments to determine if buildings are safe to reoccupy. Triage (sorting) and treatment of earthquake victims. Will have makeup to add to realism. Santa Clara Regional Crisis Management Team and Business Unit Business Continuity Teams activated. Satisfies corporate annual requirements for exercises and evacuation drills. Estimated budget - $5,000.

12 Alpha Logistics Company CEO Nell Lee Logistics Company Public Company (ALC) Annual revenue $50 m 500 employees 3 locations in the Rutherford County Area (outside of Nashville). Two warehouses (each 50 people), HQ (400) and 25 vehicles. Security / EMT force Two officers at each warehouse. HQ has six officers. Crisis Management Team First 48 hours BCP Team After Transition No active shooter plan

13 Alpha Logistics Company Key Leadership and Groups CEO CFO Security Chief Information Technology Chief Human Resources Corporate Communications Legal EHS Facilities Supply Chain Vendor Management AR / AP Business Management Sales & Marketing Warehouse Operations Transportation

14 The Incident Approximately one hour ago Alpha Logistics Company Security was notified that there had been a shooting at their headquarters location. WHAT DO WE KNOW AT THIS TIME Police, Fire and EMS are on scene and have cleared it of any hazards (including the shooter) and all victims. Evacuated employees, family members and community leaders are assembled outside the police barricades. Local media has picked up the story and has already been broadcasting the breaking news about a shooting at Alpha Logistics Company. WHAT DON T WE KNOW AT THIS TIME The status of employees, contractors, visitors and other individuals in the building. The identity of the shooter. The scope of the event.

15 Activity Write the purpose, scope and 1 objective for Alpha Logistics Company. Questions?

16 February 11 14, 2018 Gaylord Opryland Resort and Convention Center, Nashville #DRI2018 Designing Creative Exercises From Theory to Real World (Part 2) Raelene Anderson, MBCP, CEM Bobby Cook, CBCP, CEM

17 The Design Team Managers of each participating organization. Develop specific objectives and training for their organization. Determine involvement of specific team members. Understand specific and general roles and responsibilities (R&R). Align on expectations and outcomes. Determine what training and/or supplies will be needed. Develop time commitment in the planning and exercise day. Develop and agree on meeting calendar. Agreement of date and time of exercise

18 Master Sequence of Events List (MSEL)

19 Alpha Logistics Company Key Leadership and Groups CEO CFO Security Chief Information Technology Chief Human Resources Corporate Communications Legal EHS Facilities Supply Chain Vendor Management AR / AP Business Management Sales & Marketing Warehouse Operations Transportation

20 The Incident Approximately one hour ago Alpha Logistics Company Security was notified that there had been a shooting at their headquarters location. WHAT DO WE KNOW AT THIS TIME Police, Fire and EMS are on scene and have cleared it of any hazards (including the shooter) and all victims. Evacuated employees, family members and community leaders are assembled outside the police barricades. Local media has picked up the story and has already been broadcasting the breaking news about a shooting at Alpha Logistics Company. WHAT DON T WE KNOW AT THIS TIME The status of employees, contractors, visitors and other individuals in the building. The identity of the shooter. The scope of the event.

21 Exercise Design Team for Alpha Logistics Company

22 Exercise Communications Exercise announcements to employees, neighbors, customers, vendors and outside agencies. Specific instructions if any for exercise participants. Game Day communication with design team.

23 Training What additional training is required? Who is responsible for developing and delivering the training? How much training is needed? Set them up to be successful

24 Injects and Messages

25 Participation and other Considerations Key Company participants. Observers and evaluators? Instructions, briefing/training and forms. Safety Officer? How many victims? Do you need a release of liability form? What supplies are needed? Start creating checklists for before, during and after. Refreshments. Have a plan for everything to go wrong. Keep people fed and hydrated

26 February 11 14, 2018 Gaylord Opryland Resort and Convention Center, Nashville #DRI2018 Designing Creative Exercises From Theory to Real World (Part 3) Raelene Anderson, MBCP, CEM Bobby Cook, CBCP, CEM

27 Exercise Day Communication Send out final notification to employees. Post training in progress signs. Exercise design team leader to announce start of exercise. Communication between design team members to ensure the exercise stays on track and on schedule.

28 Exercise Facilitation Intent is to apply a little stress but not so much they give up or feel like there is a no win strategy. Follow your master sequence of events. Slow it down if it is too overwhelming. Speed it up if it s too easy. Monitor exercise progress. Time outs are okay. Hard stops / redirections. Prepare for real world events. Set them up to be successful

29 Purpose, Scope and Objectives Insert results from Part 1

30 The Incident Approximately one hour ago Alpha Logistics Company Security was notified that there had been a shooting at their headquarters location. WHAT DO WE KNOW AT THIS TIME Police, Fire and EMS are on scene and have cleared it of any hazards (including the shooter) and all victims. Evacuated employees, family members and community leaders are assembled outside the police barricades. Local media has picked up the story and has already been broadcasting the breaking news about a shooting at Alpha Logistics Company. WHAT DON T WE KNOW AT THIS TIME The status of employees, contractors, visitors and other individuals in the building. The identity of the shooter. The scope of the event.

31 Activity What will need to be done to conduct this full scale exercise?

32 Exercise Day Requirements

33 Closing Out Hot Wash 3 up / 3 down After action report (AAR) Gather information from evaluators / observers. Gather evaluations from participants.