Facilitator preparation checklist

Complete at least five business days before Session 1. Check each box.

Hosting organization alignment

• Named executive sponsor and primary contact for policy questions
• Safeguarding, PSEA, and protection focal points identified with current contact details
• Privacy or IT contact identified for amber and red escalation examples
• Confirmed: no real operational data in exercises
• Confirmed: classroom role play is not consultation with affected people

Materials and access

• Sent invitation and agenda email with dates, links, and ground rules
• Distributed participant handbook and worksheets (editable files or paper)
• Emailed case text as plain text 48 hours before each session (low-bandwidth route)
• Pre/post assessment forms ready with anonymous participant codes
• Answer keys printed or offline; not shared with participants before debrief

Facilitator readiness

• Read facilitator delivery guide for all sessions you will lead
• Read run sheets and speaker notes for Sessions 1 to 3 (and clinic if applicable)
• Review safeguarding module
• Practised timing once with co-facilitator or colleague (90-minute dry run recommended)
• Co-facilitator assigned for groups above 30 participants

Technology

• Completed technology and accessibility checklist
• Tested breakout rooms, chat, polls, and phone dial-in
• Captioning plan confirmed (live CART, platform captions, or equivalent)
• Backup plenary-only route tested
• Recording policy communicated (default: do not record breakouts)

Assessment

• Rubric scoring sheet ready for performance scenarios and worksheets
• Plan for secure storage of anonymous assessment data per org policy
• Sample final-report page shared with sponsor as reporting template only (see assessment folder)

Optional routes

• If using live-tool lab: written org approval, synthetic data pack only, safety briefing scripted
• If bilingual delivery: French materials pre-sent; interpretation plan confirmed

Day before Session 1

• Reminder email with link, dial-in, and accommodation contacts
• Slide deck and run sheet open offline
• Safeguarding escalation card visible to co-host

After each session

• Worksheets collected or received within 48 hours
• Themes for hosting org (no individual ranking) drafted within 3 business days
• Incidents or disclosures referred per org policy and documented without sensitive detail

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