1. Initial Planning Conference (IPC) [Exercise Name] [Date]

2. 2 Welcome and Introductions

3. 3 Meeting Agenda Review proposed scope, purpose, and objectives Review proposed exercise scenario Review proposed participating agencies Exercise facilitation Exercise evaluation Exercise documents Exercise logistics Meeting dates Closing

4. 4 Operational Security This briefing contains exercise and operational material that must be safeguarded. The materials in this briefing are categorized as [protective marking].

5. 5 Exercise Scope [Insert scope statement.]

6. 6 Exercise Purpose [Insert purpose statement.]

7. 7 Target Capabilities [Insert the exercise’s target capabilities.]

8. 8 Exercise Objectives [Insert objectives.]

9. 9 Exercise Scenario [Insert brief description/characteristics of the scenario.]

10. 10 Participating Agencies [List participating agencies.]

11. 11 Exercise Facilitation Lead facilitator Functional area facilitators Facilitator training requirements Facilitation vs. evaluation

12. 12 Exercise Evaluation Evaluators Evaluator training requirements Scribes Results in After Action Report (AAR)/ Improvement Plan (IP)

13. 13 Evaluation Components Objectives Evaluation criteria Participant Feedback Form Player Hot Wash Scribe notes Evaluator notes

14. 14 Exercise Documents Situation Manual (SitMan) Evaluation Plan Facilitator Handbook AAR/IP

15. 15 Exercise Staffing Select facilitators Select evaluators Select scribes Select support staff –Security –Registration support

16. 16 Exercise Logistics Provide food and water Provide restrooms Fund exercise

17. 17 Location Logistics Identify and coordinate an exercise location Location requirements –Secure –Audiovisual capable –Tables and chairs –Adequate size –Parking

18. 18 Meeting Dates Midterm Planning Conference (MPC): [Date] Final Planning Conference (FPC): [Date] Exercise Conduct: [Date] After Action Conference: [Date]

19. 19 Action Items Review SitMan, and provide comments to Exercise Planning Team. Confirm exercise location. Confirm exercise objectives. Identify local evaluators. Confirm participant list. Determine logistical requirements for exercise. Develop IPC minutes for review. Develop draft SitMan for review. Develop Exercise Evaluation Guides (EEGs). Design badges, signs, and table tents.

20. 20 Questions

21. 21 Closing