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Crisis Management Planning Methodology Series
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[CM] [PM] [ISO] [P6] Testing and Exercising with [ISO] ISO22361 Elements

Effective crisis management requires a proactive approach that includes regular testing and crisis response plan exercises.

The Crisis Management Planning Methodology and ISO 22361:2022 emphasize the importance of simulating real-world scenarios to identify weaknesses, improve response strategies, and ensure organisational preparedness.

This comparative analysis will explore the similarities and differences between these two approaches, highlighting how they guide organisations in building a resilient and effective crisis management capability.

Moh Heng Goh
Crisis Management Certified Planner-Specialist-Expert

Testing and Exercising with ISO ISO22361 Elements

New call-to-actionNew call-to-actionTesting and exercising are essential to any effective crisis management strategy. They ensure that plans are theoretical, practical, and actionable.

Phase 6: Testing and Exercising in the Crisis Management (CM) Planning Methodology focuses on the importance of simulating real-world crisis scenarios to evaluate the effectiveness of the crisis management plan.

By conducting tabletop exercises, functional drills, and full-scale simulations, organisations can identify gaps, refine response strategies, and enhance the preparedness of teams and stakeholders. This phase ensures that the CM Plan evolves based on lessons learned and is well-rehearsed for real-world implementation.

Similarly, ISO 22361:2022 emphasises the need for ongoing testing and exercising as part of a robust CM program. The standard outlines specific requirements for conducting regular crisis simulations and performance evaluations, ensuring that organisations continuously improve their crisis response capabilities.

ISO 22361 also highlights the importance of involving key internal and external stakeholders in these exercises to ensure effective coordination.

Phase 6: Testing and Exercising of the CM Planning Methodology vs. ISO 22361:2022

The following comparison chart will explore the alignment and differences between the testing and exercising phase of the Crisis Management Planning Methodology and the corresponding requirements in ISO 22361:2022, highlighting both frameworks' structured approach to improving crisis preparedness.

Purpose and Importance of Testing and Exercising

 

  Crisis Management Planning Methodology: Phase Phase 6: Testing and Exercising     ISO 22361:2022  
  Phase 6 focuses on conducting regular tests and exercises to evaluate the CM Plan's effectiveness.      ISO 22361:2022 similarly stresses the importance of testing and exercising the CM Plan. It advocates for a structured, consistent approach to crisis exercises (Clause 9.2).   
  This includes simulating crisis scenarios to uncover weaknesses, improve response strategies, and build team confidence. The aim is to ensure all stakeholders understand their roles, refine communication protocols, and test decision-making frameworks.     These exercises must test not only the technical aspects of the plan but also its practical application, such as leadership decision-making, team dynamics, and coordination between internal and external stakeholders. ISO 22361 validates the CM Plan’s effectiveness and develops organisational capabilities.  
Comparison

Both frameworks emphasise the necessity of regular testing to ensure the CM plan's effectiveness. However, ISO 22361 emphasises a holistic testing approach, including organisational behaviour and leadership under crisis conditions.

Types of Testing and Simulation Exercises

 

  Crisis Management Planning Methodology: Phase Phase 6: Testing and Exercising     ISO 22361:2022  
  This phase highlights various testing methods, such as tabletop exercises, functional drills, and full-scale simulations.      ISO 22361:2022 similarly stresses the importance of testing and exercising the CM Plan. It advocates for a structured, consistent approach to crisis exercises (Clause 9.2).   
 

These exercises simulate real-world scenarios, allowing teams to practice response strategies in a controlled environment. 

 

 

Testing ensures the CM Plan is practical, executable, and aligns with real-world crisis challenges.

   

 

Clause 9.2 of ISO 22361 outlines different types of testing, including walkthroughs, simulations, and functional exercises. The standard advocates for escalating complexity in exercises, starting with more straightforward scenarios and gradually introducing more complex crises.

ISO 22361 also emphasises including external stakeholders, such as first responders and public authorities, in these exercises to ensure coordination and integration.

 
Comparison

While both methodologies advocate a range of exercises, ISO 22361 provides more explicit guidance on escalating complexity and including external stakeholders, fostering a more integrated and realistic approach to testing.

Evaluation, Continuous Improvement, and Documentation

 

 

Crisis Management Planning Methodology: Phase Phase 6: Testing and Exercising

 

 

ISO 22361:2022 Standard

 

 

After each exercise, the crisis management team evaluates performance, identifies gaps, and adjusts the CM Plan as necessary.

The focus is on learning from these exercises to improve preparedness and refine the response strategies. Continuous improvement is a key outcome of these testing phases, ensuring that the CM Plan evolves.

 

 

ISO 22361 reinforces the concept of continuous improvement (Clause 10), requiring a formal process for reviewing and documenting exercise results.

This includes performance assessments, gap analyses, and recommendations for changes to the CM Plan ISO 22361 also mandates that organizations document not just lessons learned but also how these lessons are integrated into future planning, training, and exercise.

 

Comparison

Both methodologies emphasize continuous improvement based on testing results. Still, ISO 22361 formalises this process by requiring documentation of lessons learned and how they are applied in the future, ensuring a more structured approach to refinement.

Summary of Key Differences and Similarities

The comparison between Phase 6: Testing and Exercising of the Crisis Management Planning Methodology and ISO 22361:2022 reveals vital similarities and differences:

Similarities

Both emphasise the importance of regular testing, simulations, and the evaluation of crisis management plans to ensure preparedness and identify gaps.
Differences

ISO 22361 provides a more comprehensive approach by incorporating escalating testing complexity, involving external stakeholders, and emphasizing the formal documentation of lessons learned and improvements made.

Overall, ISO 22361 offers a more structured and integrated approach to testing. It ensures that crisis management plans are continuously updated and aligned with real-world demands, strengthening organizational resilience.

Summing up...

The Crisis Management Planning Methodology and ISO 22361:2022 emphasize testing and exercising effective crisis management. While both approaches share common objectives, ISO 22361:2022 provides a more structured and comprehensive framework for conducting crisis simulations.

Key differences include ISO 22361's emphasis on escalating testing complexity, involving external stakeholders, and formalizing the documentation of lessons learned. Both methodologies are essential for organizations seeking to build a resilient and effective crisis response capability.

 

Map Crisis Management Planning Methodology Against ISO2261:2022
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Crisis Management Planning Methodology
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