1. Presented
by:
Ed
Wendlandt
President
EMERGENCY
RESPONSE
MANAGEMENT
CONSULTING
LTD.
www.ermcglobal.com
May
3,
2013
2013
Suncor
Contractors
Safety
Professionals
AppreciaHon
Day
Exercise
Planning:
IntegraHng
Stakeholders

2. INTRODUCTION
Ed Wendlandt, CD, MSc – President of ERMC
• Joined ERMC in 2003
• Emergency & crisis management expertise with 20+
years experience
• Oil & Gas, Chemical, Nuclear, Mining, Utilities, Gov’t,
Agri-Products, Post-Secondary Education & more
• Hazard/Risk Assessments, Mitigation planing
• ER Plan Development, Training, Exercises
• Develop mutual aid models

3. INDUSTRIES SERVED

4. To identify key
elements for
successfully
planning &
executing an ER
exercise with other
entities
(other companies,
communities,
regulators, etc.)
OBJECTIVE

5. How Well Prepared Are We?

6. How Well Prepared Are We for
Mother Nature?

7. Is it unlikely, possible,
probable...?
Impacts ‘minor’ to ‘catastrophic’
Likely to escalate, or not?

8. ASSUMPTIONS???
1. Hazard & Risk Assessment
2. Functional Emergency Response Plan
3. Emergency Management organization
4. Conducted training for our people
5. We exercise our plans
We have:

9. EM
Structure
Strategic
Tac:cal
ICP
Incident
Command
Post
Emergency
OperaHons
Centre
Corporate
Crisis
Mgmt
Team

10. ASSUMPTIONS???
1. Shared information on our plans
2. Identified how we can support each
other (resources)
3. Trained together
4. Participated in exercises together
We have:

11. JOINT EXERCISE PLANNING?
No Problems
Ok – maybe a couple…….

12. • Purpose
• Achievability
• Involvement
• Realism
• Exercise Planning Team
• Communications
PRINCIPLES – EXERCISE DESIGN

13. Purpose
PRINCIPLES – PURPOSE
Why do you want to conduct an exercise?
What do you want to accomplish?

14. Achievability
PRINCIPLES – ACHIEVABILITY
Can you accomplish this?
Commitment from senior
management of all organizations?
Time?
Resources?
Funding?

15. Involvement
Who will participate?
Field Responders from which
organizations?
Site EOC?
Mutual Aid?
Emergency Services?
Other industry responders?
Non-Government Organizations?
PRINCIPLES – INVOLVEMENT

16. Realism
Credibility of the exercise goes a long way.
Don’t over complicate it or make it too easy
Your exercise will likely be much shorter than the
real event so you need to sometimes manipulate
the incident .
PRINCIPLES – REALISM

17. Exercise Planning Team
Who from the organization will plan?
Site management staff ?
Health & Safety Personnel?
Contractors?
Other stakeholders?
PRINCIPLES – PLANNING TEAM

18. Each participating organization is to be
represented on the planning team.
THE PLANNING TEAM
HERDING CATS

19. WHO TAKES THE LEAD?

20. Who says what and when:
• Pre-exercise
• During the exercise
• Post-exercise
PRINCIPLES –
COMMUNICATIONS

21. QUESTION
What are some of the challenges you have
experienced or you would envision in planning
an exercise involving several companies/
organizations ?

22. THE PLIGHT OF AN EXERCISE
PLANNER?
 Realistic
 Relevant
 Safe
 Positive
 Effective
 Achieve desired outcomes

23. 1. Set objectives
2. Develop project timeline
3. Develop scenario
4. Determine resource requirements
5. Develop exercise instructions
EXERCISE PLANNING
CHECKLIST

24. EXERCISE PLANNING
CHECKLIST
6. Liaise and coordinate
7. Conduct a rehearsal
8. Pre-exercise activities
9. Conduct exercise
10. Conduct post-exercise activities

25. SET/CONFIRM OBJECTIVES
Why have objectives?
 To measure effectiveness
 To state desired outcomes
Sample objectives:
 To practice incident scene assessment
 To determine how the incident site and site EOC
will interact and share information
 To demonstrate the protective measures used to
protect on-site personnel
Objectves must align

26. DEVELOP PROJECT TIMELINE
A Useful Tool!
• Consider planning time (months, not weeks)
• Work back from the exercise date
• Ensure dates and milestones are realistic
• This is a project – make a plan. Milestones, planning
meetings and reporting
• Present and get buy-in
Crack the whip!!!

27. A scenario must:
• Be realistic
• Be achievable
• Promote achievement of ALL objectives
PRINCIPLES – CHOOSING
A SCENARIO

28. DEVELOP SCENARIO
• Define measurable outcomes
• Consider hazards and/or vulnerabilities
• Consider scope
• Ensure scenario corresponds to objectives
• Tour exercise site
• Consider escalation

29. Who will provide:
• Equipment
• A work force
• Transportation
• Casualty simulation (Moulage)
• Meals
• Other??
PRINCIPLES – LOGISTICS

30. DEVELOP EXERCISE
INSTRUCTIONS
• General Instruction – for participants
• Evaluator and Observer instructions
 Above instructions identify objectives, scope,
participants, exercise staff, general conduct,
timings, communication, administration, safety
• Master Sequence of Events List

31. LIAISE AND COORDINATE
• A never ending process!
• Includes securing/confirming resources
• Updating key participants
• Updating senior management
Follow up, follow up, follow up…

32. REHEARSAL
• Confirm the setup requirements
• Using the Master Sequence of Events List, explore
possible outcomes of exercise actions
• Conduct a walk-through rehearsal with exercise
staff at the exercise site close to the exercise date
• Contingencies?
• Give yourself adequate time to make adjustments

33. PRE-EXERCISE ACTIVITIES
• Finalize setup
• Issue exercise instructions to participant groups
• Conduct exercise/safety brief
• Test exercise staff communications

34. CONDUCT EXERCISE
• Apply a predetermined timetable defined in the
exercise plan
• Monitor exercise progress against the timetable
• Be available, flexible, and ‘in control’
• Ensure evaluation takes place

35. POST-EXERCISE ACTIVITIES
• Facilitate
 Hot wash
 Formal debrief
• Measure against
objectives

36. Reporting
PRINCIPLES – POST
EXERCISE DEBRIEF

37. THANK YOU

38. Contact
ERMC – Emergency Response Management Consulting Ltd
www.ermcglobal.com
Ed Wendlandt – President
e-mail: ewendlandt@ermcglobal.com
Also primary sponsor of Disaster Forum
www.disasterforum.ca