Workshop Planning Agenda and Objectives

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Create a dynamic workshop presentation using this template, designed for organizing and facilitating a midterm planning meeting. Utilize the Slide Master function to customize the content, insert your organization's logo, and ensure all necessary information is included. Follow the specified guidelines to tailor the presentation to your specific needs effectively.


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  1. Directions for this Template Use the Slide Master to make universal changes to the presentation, including inserting your organization s logo and the appropriate protective marking (e.g., FOUO) View tab > Slide Master Replace placeholders indicated by yellow highlighted brackets [ ] [ ] with information specific to your workshop Delete any slides that are not relevant for your workshop, including this slide. Font size should not be smaller than 20 pt For further information see Table 3.3 in the For further information see Table 3.3 in the HSEEP Doctrine, January 2020. HSEEP Doctrine, January 2020. Rev. 2020 508 HSEEP-PM02 Sponsor Logo Sponsor Logo 1

  2. Midterm Planning Meeting (MPM) [Sponsor Jurisdiction/Organization] [Date] Sponsor Logo Sponsor Logo

  3. Welcome and Introductions [Name] [Title (e.g., Exercise Director or Lead Planner)] [Jurisdiction/Organization] Sponsor Logo Sponsor Logo 3

  4. Administrative Remarks Safety and emergency information Restrooms Cell phone etiquette Breaks and lunch Microphones (if applicable) Sponsor Logo Sponsor Logo 4

  5. Trusted Agents Trusted agents are the individuals on the Exercise Planning Team(s) who are trusted not to reveal exercise and scenario details to players or third parties before exercise conduct. Trusted agents also develop pre-exercise materials, conduct exercise briefings, and support training sessions. Information in this document is intended for the exclusive use of the exercise planners and is not to be released to the public or other personnel who do not have a valid need-to-know without prior approval from an authorized sponsor organization representative. This document is not releasable to any public website. Sponsor Logo Sponsor Logo 5

  6. Agenda [Time] Welcome and Introductions [Time] Planning Updates [Time] Exercise Design [Time] Exercise Development [Time] Outstanding Issues [Time] Action Items and Next Steps Sponsor Logo Sponsor Logo 6

  7. Meeting Objectives Exercise Design Exercise Design Well developed scenario and injects [if needed] Review/Approve exercise documentation Exercise Development Exercise Development Agreement on exercise logistics Discuss next steps and assign tasks Discuss next steps and assign tasks Sponsor Logo Sponsor Logo 7

  8. Planning Updates [Outcomes of the Initial Planning Meeting] [Additional updates] Sponsor Logo Sponsor Logo 8

  9. Exercise Design Discussion Points Objectives and Aligned Capabilities Exercise Participants Scenario MSEL Exercise Documentation Local Issues Or Concerns Sponsor Logo Sponsor Logo 9

  10. Objectives and Aligned Capabilities Objective: [Proposed Objective] Aligns to: [Capability] Objective: [Proposed Objective] Aligns to: [Capability] Objective: [Proposed Objective] Aligns to: [Capability] Sponsor Logo 10

  11. Exercise Participants Participating Participating Organization Organization [Participating organization] Role Role Extent of Play Extent of Play [Role (e.g., Player, Observer)] [Role (e.g., Player, Observer)] [Role (e.g., Player, Observer)] [Role (e.g., Player, Observer)] [Extent of play] [Participating organization] [Extent of play] [Participating organization] [Extent of play] [Participating organization] [Extent of play] Sponsor Logo 11

  12. Scenario Threat or Hazard: [Proposed threat/hazard] Conditions: [Scenario details such as locations, time, weather, etc.] Modeling and Simulation: [Any models or simulations to be used] Human-based Computer-based Subject-Matter Experts (SMEs) Sponsor Logo Sponsor Logo 12

  13. Scenario Timeline [Event] [Date/time] [Event description] [Related evaluation component (capability/critical task)] [Event] [Date/time] [Event description] [Related evaluation component (capability/critical task)] Sponsor Logo Sponsor Logo 13

  14. Master Scenario Event List (MSEL) [if not a separate meeting] A MSEL contains a chronological listing of the events that drives exercise play. Each MSEL entry should contain the following: Event number Designated scenario time Event type Inject mode From (non-playing entity sent by Control Staff) To (Intended player) Message Expected participant response Objective, capability, capability target, and/or critical task to be addressed Notes section Sponsor Logo Sponsor Logo 14

  15. MSEL Development Session [as needed] Participants suggest specific MSEL entries to support the evaluation of their organizations objectives, capabilities, capability targets, and critical tasks Sponsor Logo Sponsor Logo 15

  16. Exercise Documentation [SitMan or ExPlan] [Facilitator Guide or C/E Handbook] EEGs [Other documents as needed] Sponsor Logo Sponsor Logo 16

  17. Local Issues or Concerns [Any issues, concerns, or sensitivities for discussion and consideration] Sponsor Logo Sponsor Logo 17

  18. Exercise Development Discussion Points Exercise Logistics Exercise Schedule Exercise Staffing Exercise Planning Timeline Sponsor Logo Sponsor Logo 18

  19. Exercise Logistics Exercise Location [Venue arrangements, including location(s), setup, etc.] [Any locations for designated exercise areas, such as exercise assembly area, observer/media area, etc.] A/V Requirements [A/V arrangements, such as screens, microphones, etc.] Supplies, Food, and Refreshment Badging and Identification [Table/Breakout Identification] [Badging and identification arrangements] Parking and Transportation [Parking and transportation arrangements] Media, Public Affairs, and VIPs Sponsor Logo Sponsor Logo 19

  20. Exercise Schedule Location Location (if needed) (if needed) [Location] Event Event Date Date Controller/Evaluator Brief [Date] Participant Registration Participant Brief Start of Exercise (StartEx) End of Exercise (EndEx) Hotwash Controller/Evaluator Debrief [Date] [Date] [Date] [Date] [Date] [Date] [Location] [Location] [Location] [Location] [Location] [Location] Sponsor Logo 20

  21. Exercise Staffing Exercise Control Lead or Senior Controller: [Name/organization] Safety Controller: [Name/organization] [Other controllers as needed] Exercise Evaluation Lead Evaluator: [Name/organization] [Site/Function specific evaluators, as needed] Other Exercise Support/Subject-Matter Experts [Any identified SMEs] [Other Staff As Needed] Sponsor Logo 21

  22. Exercise Planning Timeline Location Location (if needed) (if needed) [Location] [Location] [Location] Event Event Date Date MSEL Meeting Final Planning Meeting Exercise Draft AAR After-Action Meeting Final AAR/IP [Date] [Date] [Date] [Date] [Date] [Date] [Location] Sponsor Logo 22

  23. Outstanding Issues [Any outstanding issues to address] Sponsor Logo 23

  24. Action Items Distribute MPM minutes: [Responsible individual or jurisdiction/organization], [Due date] Revise draft exercise documentation: [SitMan or ExPlan]: [Responsible individual or jurisdiction/organization], [Due date] EEGs: [Responsible individual or jurisdiction/organization], [Due date] [Scenario and/or MSEL]: [Responsible individual or jurisdiction/organization], [Due date] [Other documents] [Additional action items] Sponsor Logo 24

  25. Next Meeting [DATE] [TIME] [LOCATION] Sponsor Logo 25

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