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  

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

INDUSTRIES SERVED

To identify key elements for successfully planning &

executing an ER exercise with other

entities (other companies,

communities, regulators, etc.)

OBJECTIVE

How Well Prepared Are We?

How Well Prepared Are We for Mother Nature?

Is it unlikely, possible, probable...?

Impacts ‘minor’ to ‘catastrophic’ Likely to escalate, or not?

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:

 EM  Structure  

Strategic  

Tac:cal  

ICP  Incident  Command  Post  

Emergency  OperaHons  Centre  

Corporate    Crisis  Mgmt  Team  

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:

JOINT EXERCISE PLANNING? No Problems

Ok – maybe a couple…….

•  Purpose •  Achievability •  Involvement •  Realism •  Exercise Planning Team •  Communications

PRINCIPLES – EXERCISE DESIGN

Purpose

PRINCIPLES – PURPOSE

Why do you want to conduct an exercise? What do you want to accomplish?

Achievability

PRINCIPLES – ACHIEVABILITY

Can you accomplish this? Commitment from senior management of all organizations?

Time? Resources?

Funding?

Involvement

Who will participate? Field Responders from which organizations? Site EOC? Mutual Aid? Emergency Services? Other industry responders? Non-Government Organizations?

PRINCIPLES – INVOLVEMENT

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

Exercise Planning Team

Who from the organization will plan? Site management staff ? Health & Safety Personnel? Contractors? Other stakeholders?

PRINCIPLES – PLANNING TEAM

Each participating organization is to be represented on the planning team.

THE PLANNING TEAM

HERDING CATS

WHO TAKES THE LEAD?

Who says what and when: •  Pre-exercise •  During the exercise •  Post-exercise

PRINCIPLES – COMMUNICATIONS

QUESTION

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

THE PLIGHT OF AN EXERCISE PLANNER?

 Realistic  Relevant

 Safe  Positive

 Effective  Achieve desired outcomes

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

EXERCISE PLANNING

CHECKLIST

EXERCISE PLANNING

CHECKLIST

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

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

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!!!

A scenario must: •  Be realistic •  Be achievable •  Promote achievement of ALL objectives

PRINCIPLES – CHOOSING A SCENARIO

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

Who will provide: •  Equipment •  A work force •  Transportation •  Casualty simulation (Moulage) •  Meals •  Other??

PRINCIPLES – LOGISTICS

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

LIAISE AND COORDINATE •  A never ending process! •  Includes securing/confirming resources •  Updating key participants •  Updating senior management

Follow up, follow up, follow up…

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

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

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

POST-EXERCISE ACTIVITIES

•  Facilitate   Hot wash   Formal debrief

•  Measure against objectives

Reporting

PRINCIPLES – POST EXERCISE DEBRIEF

THANK YOU

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