Purpose
Use this planner to connect scenario-led training to risk assessment, observable decisions, psychologically safe facilitation and workplace evaluation.
Design record
Record the role, task, setting, foreseeable risk, incident or evidence theme, controls available, learning objective, scenario trigger, decisions to observe and organisational assumptions to test.
Learner safety and accessibility
- Explain the purpose and realism level.
- Provide a clear pause method and alternative participation route.
- Identify relevant access needs privately.
- Avoid surprise physical contact, humiliation and required personal disclosure.
- Define observer behaviour and confidentiality.
Facilitation record
Record what the participant noticed, the decision made, communication and positioning used, help or withdrawal route selected, effect observed, feedback given and second attempt outcome.
Organisational findings
Record any unclear policy, unavailable manager, inaccessible alarm, unsafe layout, staffing gap, conflicting script or reporting barrier exposed by the exercise. Assign an owner and completion date.
Evaluation
Use a baseline, session observation, manager follow-up, worker confidence, report quality and incident themes. Attendance does not demonstrate competence and falling report numbers do not automatically prove that risk has reduced.
Limitations
Scenario practice does not replace risk reduction, safe staffing, secure work design, equipment or supervision. Adjust the method through competent risk assessment and learner consultation.
Vince Donovan, Director, Safety Solutions Training Ltd
Put the tool into practice
Need support applying this checklist?
SST provides practical lone-worker, conflict-management and personal-safety training for UK organisations. We can help your managers adapt the resource, test local arrangements and prepare staff to use them under pressure.