5 Tips to Improve Your Next Tabletop Exercise

Tabletop Exercises serve as critical tools for organizations to evaluate their business continuity plans and advance their processes. Like most other training methods, Tabletop Exercises cannot remain stagnant. They must be evaluated and further developed over time to include new considerations and opportunities. By following these five tips, you can improve your next Tabletop Exercise and impart essential skills to all participants:

1. Establish Clear Goals

Each exercise has something different to teach your staff, but it will be up to you to lay out the ground rules. CSO contributor Bob Violino suggested taking the time to plan out your objectives and scope to ensure that the exercise is valuable. This will help enforce boundaries and set which communication, response and recovery skills should be discussed.

By establishing clear goals, you can keep your staff on track to learn critical techniques. Detailed information on your objectives will help create the best Tabletop Exercise for your organization. You must thoroughly evaluate what your target is, how it will be valuable to the organization and what type of scenario best fits these needs.

The chain of command can change within a given scenario.
A Tabletop Exercise should deal with a realistic scenario.

2. Choose a Relevant Scenario

Picking a scenario can largely revolve around your particular goals or industry needs. Tabletop Exercise scenarios cover a variety of topics, each dealing with different communication, response and recovery skills. You will want to choose an exercise that will be valuable and relevant to your staff. For example, an active shooter or workplace violence exercise could be critical to teaching your employees how to handle a dangerous situation.

The most important thing is to make the scenario as realistic as possible. The realism will draw more staff participation and convey skills that they deem to be helpful. A scenario that's relevant to your industry or current events will address staff concerns about emergencies and raise overall awareness of your Business Continuity Plan.

3. Engage With Participants

Choosing participants for a Tabletop Exercise can be a challenge. Including a variety of staff members will improve collaboration and test established policies and procedures. However, some employees may fight against the scenario or might not feel comfortable contributing. Picking a relevant scenario will solve the first issue by posing an issue that staff can relate to.

It will also be important to conduct the exercise with a moderator who can actively engage each participant. The moderator should be someone who encourages dialogue among staff members, asks questions and generates leads for additional conversation. Experienced moderators are the best choice for interacting with everyone and boosting collaboration throughout the exercise.

"Failures aren't a bad thing - they should be learning points to reach your goals."

4. Understand That Failure Is an Option

For an organization, failure can mean lost revenue, client trust and business opportunities. This type of mindset can even extend to a Tabletop Exercise, where staff are determined not to fail. However, this attitude can leave participants frustrated and create more issues along the way. In a LinkedIn post, Tzviel Blankchtein noted that these scenarios are designed to "build proficiency and trust in skills, and provide support throughout the process."

It will be important to understand that failures in the exercise aren't a bad thing, but that they should be learning points to reach your goals. Staff should be encouraged to think outside the box, learn from their failures and leverage everyone's strengths to succeed. In this way, teams might be able to create better processes to handle the scenario while boosting their communication, crisis management and decision-making skills.

5. Gather Staff Feedback

One of the best ways to improve your next Tabletop Exercise is to simply ask participants what they thought of their experience. TechTarget contributor Matthew Todd noted that each exercise should end with a discussion to identify what worked, what didn't and what should happen next. This review will clarify what players learned and if any gaps exist. Organizations can use staff feedback as a means of creating more meaningful dialogue and action as well as providing participants with the confidence and skills to handle real-world scenarios.

Organization and worldly concerns continue to evolve, and so must your Tabletop Exercise. By following these five steps, you can improve your next Tabletop Exercise to align with relevant goals and scenarios while enabling staff to participate and learn from their mistakes. Contact Attainium today to learn more about our Tabletop Exercises and how they can be utilized to benefit your business continuity efforts.

Tabletop Exercises can involve a variety of participants.
There are a few easy ways to improve your next Tabletop Exercise.