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Concepts

A tabletop exercise is a discussion-based exercise: Players walk through a simulated incident without touching real systems. TTX-Zone takes one through its whole life.

The exercise cycleFour stages in order: design, conduct, evaluate and improve. A line returns from improve to design, because a later exercise re-tests the actions.DesignExercise PlannersConductControllers, PlayersEvaluateEvaluators, authorsImproveExercise ProgramManagerA later exercise re-tests the actions
Stage What happens Where
Design Say why you’re exercising, write the script, prepare the session Design
Conduct Run the session Control and Playground
Evaluate Rate it, collect feedback, write the report Playground and Design
Improve Follow up the actions, and re-test them Admin

Each design step gates the next. The MSEL opens once the needs analysis is approved, and the session can start only when the MSEL and the session plan are both ready.

What each step waits forThe needs analysis must be approved before the MSEL opens. The MSEL must be ready before the session plan can be ready. The session starts only when the MSEL and the session plan are both ready.Needs analysisApprovedMSELReadySession planReadySessionCan start

An organization holds people, exercises and a library. An account can belong to several. An exercise belongs to one organization and has its own team.

The bar at the top of the page shows your organization, exercise and role. Everything you do applies to what’s selected there, so check it before you make a change.

A role comes in two steps. The organization authorizes a person, and an exercise’s team then assigns them.

Authorize, then assignAn Exercise Program Manager authorizes a person in the organization. Each exercise's team then assigns that person a role on that exercise, which can differ from one exercise to the next.OrganizationThe Exercise ProgramManager authorizesA personHolds Exercise Plannerand EvaluatorExercise AAssigned as Exercise PlannerExercise BAssigned as Evaluator
Role Responsible for Works in Can see and do Granted by
Exercise Program Manager The organization’s exercise programme: people and their roles, allowed domains, library, improvement plan Admin Reads and deletes every exercise of the organization; designs only with a seat on its team Organization
Exercise Planner Designing an exercise: needs analysis, MSEL, session plan, team, Players, after-action report. The Lead Planner coordinates and can delete it Design Everything about the exercises they plan Organization, then the exercise
Controller Running the session: starting, delivering injects, keeping the Players in scope, stopping Control The session, its exports, feedback results and report Organization (as an Exercise Planner), then the exercise
Facilitator Moderating at the table and keeping it on the objectives. Always a Controller too Playground The Players’ screen plus a panel with key questions and notes the Players never see Organization (as an Exercise Planner), then the exercise
Evaluator Rating the session against the Exercise Evaluation Guides. The Lead Evaluator organizes the evaluators and can write the report Playground The Players’ screen plus the evaluation panel Organization, then the exercise
Observer Watching and taking notes, without rating Playground The Players’ screen plus notes Organization, then the exercise
Player Taking part: discussing, deciding, voting, giving feedback Playground What’s delivered to their room, their own notes Exercise

The organization’s Exercise Planners make up the Exercise Planning Team, and each exercise’s planning and control team is drawn from it. Nobody sees or acts on an organization or an exercise they haven’t joined.

In a small exercise a few people cover everything:

  • Whoever creates an exercise plans and controls it, and can also facilitate it.
  • A member of the planning and control team can also be the exercise’s Evaluator or its Observer, one or the other. The role selector in the top bar picks which they act as.
  • Nobody on the team can be a Player of the same exercise.
  • Whoever founds an organization is both its Exercise Program Manager and an Exercise Planner.
  • Roles are per exercise and per organization: the same person can be a Player in one exercise and an Exercise Planner in another.

In a large exercise each role can have several people:

  • Several Exercise Planners share the design, and one is the Lead Planner.
  • Several Controllers share the session, and with rooms, several teams play at once: each Facilitator, Evaluator and Observer can start in the room they follow.
  • Several Evaluators rate, each room separately, organized by the Lead Evaluator.
  • Any number of Observers and Players.

Your role decides what you see.

Module For
Design Exercise Planners
Control Controllers
Playground Players, Facilitators, Evaluators and Observers
Admin Exercise Program Managers

Three documents carry the design, and each has a status.

Document Statuses
Needs analysis Draft, Ready for approval, Approved
MSEL Draft, In review, Ready
Session plan Draft, Ready

Each page shows a summary of what’s blocking the next step, and warnings that don’t block. Changing a document that’s past Draft takes it back, so a ready plan never hides a change.

Needs, objectives, phases, injects and similar items have a code, such as OBJ-02 or INJ-05. Codes are never reused, so a reference in a report keeps its meaning.

Deleting an item leaves a gap in its series. When codes have gaps or don’t follow the order shown, a Reset … codes button (for example Reset phase codes to session order) puts them back in order and updates the codes named in the text; Undo restores them. It’s offered while the needs analysis is a first draft, and while the MSEL is a draft. If the MSEL was ready before, you’re asked to confirm first: the versions frozen then, and the sessions, evaluations and PDFs made from them, keep the old codes, which no longer match the draft’s.

Exercise material carries a Traffic Light Protocol label: CLEAR, GREEN, AMBER, AMBER+STRICT or RED. It’s printed on the exercise’s PDFs, and says how widely a document may be shared.