Lesson Plan
Developing a De-escalation Crisis Plan
Small teams will be able to develop and practice rapid, coordinated responses to escalating situations, ensuring safety and consistency during critical moments.
This lesson is important because it equips adult teams with practical skills and a structured approach to manage crisis situations effectively, leading to safer environments for everyone.
Audience
Adults
Time
150 minutes
Approach
Hands-on scenario practice.
Prep
Prepare Materials & Room Setup
30 minutes
- Review all generated materials including the Lesson Plan, The Crisis Response Framework Slide Deck, Scenario-Based Crisis Drills Activity, and Crisis Plan Template & Checklist Worksheet.
- Ensure projector/screen is available for the slide deck.
- Arrange classroom for small group work (e.g., tables for 3-5 participants per group).
- Print one copy of the Crisis Plan Template & Checklist Worksheet per team.
Step 1
Warm-Up: What's Your First Thought?
5 minutes
- Begin by asking participants: "When you hear 'crisis response,' what's the first word or image that comes to mind?" Allow 1-2 minutes for quick sharing (verbal or written on a sticky note).
Step 2
Introduction: Setting the Stage
10 minutes
- Introduce the lesson's objective: to develop a structured, team-based approach to de-escalation and crisis response.
- Explain the importance of a clear "playbook" for safety and consistency.
- Briefly go over the agenda for the session.
Step 3
Core Content: The Crisis Response Framework
30 minutes
- Present the The Crisis Response Framework Slide Deck.
- Discuss key concepts: trauma-informed care, principles of de-escalation, and the four-step Crisis Response Framework (Assess, Plan, Act, Review).
- Encourage questions and brief discussions after each section of the slide deck.
Step 4
Group Activity: Scenario-Based Crisis Drills
60 minutes
- Divide participants into small teams (3-5 people).
- Distribute the Scenario-Based Crisis Drills Activity.
- Instruct teams to choose 2-3 scenarios and collaboratively work through them, applying the de-escalation principles and framework discussed.
- Encourage role-playing and active discussion within their groups. Circulate to offer guidance and answer questions.
Step 5
Plan Development: Building Your Playbook
35 minutes
- Provide each team with the Crisis Plan Template & Checklist Worksheet.
- Instruct teams to begin drafting a basic crisis response plan for their specific context using the template.
- Emphasize outlining roles, communication protocols, and initial de-escalation steps. This doesn't need to be a finished plan, but a strong starting point.
Step 6
Debrief: Sharing Insights
5 minutes
- Bring the large group back together.
- Ask each team to share one key takeaway or a challenge they encountered during the scenario drills or plan development.
- Facilitate a brief discussion about common themes or surprising insights.
Step 7
Cool-Down: One Word Reflection
5 minutes
- To conclude, ask each participant to share one word that describes how they feel about their team's preparedness after this session.
Slide Deck
The Crisis Response Framework: Your Team's Playbook
Navigating Escalating Situations with Confidence
Introduce the purpose of the session
– to build a shared understanding and practical tools for crisis response. Emphasize the importance of proactive planning.
What is a Crisis?
A crisis is any situation that overwhelms an individual's or team's capacity to cope, leading to potential harm or instability.
It can be sudden and unexpected, or build over time.
Open a brief discussion here. Ask participants for examples of crisis situations they might encounter in their professional roles.
Our Foundation: Trauma-Informed Principles
- Safety: Physical and psychological safety for all.
- Trustworthiness: Building trust through transparency and consistency.
- Peer Support: Mutual support among staff and individuals.
- Collaboration: Partnering in decision-making.
- Empowerment: Fostering strengths and self-advocacy.
- Cultural Humility: Respecting diverse backgrounds and experiences.
Explain that a trauma-informed lens helps us understand behavior as a response to past experiences, guiding our approach with empathy and reducing re-traumatization.
De-escalation: Guiding Principles
- Stay Calm: Your demeanor influences the situation.
- Listen Actively: Understand their perspective, validate feelings.
- Offer Choices (where possible): Provides a sense of control.
- Set Clear, Simple Limits: Focus on safety and positive behavior.
- Empathy & Respect: Connect with the individual, not just the behavior.
Stress that de-escalation is about reducing tension, not necessarily solving the underlying problem immediately. Practice these principles in calm moments.
The Crisis Response Framework: APAR
- Assess: Understand the situation, risks, and individual needs.
- Plan: Develop an immediate, short-term response.
- Act: Implement the plan, communicate clearly.
- Review: Reflect on what worked, what didn't, and adjust.
Explain APAR as a cyclical process. Emphasize that the "Plan" might be very brief in a rapidly escalating situation, but it's still crucial to think a step ahead.
Team Roles & Communication
- Defined Roles: Who does what during a crisis (e.g., primary de-escalator, secondary support, communicator, safety monitor)?
- Clear Communication: Establish protocols for verbal and non-verbal cues.
- Debriefing: Essential for team learning and emotional processing post-crisis.
Discuss the importance of having pre-assigned roles or clear guidelines for who takes what role, to avoid confusion and ensure a coordinated response.
Practice Makes Perfect!
Just like any skill, effective crisis response requires practice.
Scenario-based drills build confidence and refine your team's playbook.
Transition to the next activity, emphasizing that the scenarios will provide a safe space to apply the learned framework.
Activity
Scenario-Based Crisis Drills
Objective: To practice applying de-escalation strategies and the Crisis Response Framework in simulated escalating situations.
Instructions for Teams:
- As a team, review the provided scenarios.
- Choose 2-3 scenarios that feel most relevant or challenging to your context.
- For each chosen scenario:
- Discuss: What is your immediate assessment of the situation? What are the potential risks?
- Role-Play (optional but encouraged): Act out how your team would respond.
- Apply the APAR Framework:
- Assess: What are the key details? What are the individual's needs?
- Plan: What is your immediate, short-term response? Who does what?
- Act: How would you implement your plan? What verbal and non-verbal communication would you use?
- Review: What did your team do well? What could be improved for next time?
- Be prepared to share key learnings or challenges with the larger group.
Scenario 1: Rising Frustration
A colleague approaches you, visibly agitated and speaking in a loud, rapid tone. They are upset about a new policy change and feel it unfairly targets them. They start pacing and occasionally hit their hand against the wall, though not aggressively.
- Key Questions for Discussion: How do you approach this colleague initially? What non-verbal cues are important? What is your immediate goal?
Scenario 2: Refusal and Disengagement
During a team meeting, a team member becomes completely withdrawn. When directly asked for their input, they cross their arms, refuse to make eye contact, and respond with "I don't care, it doesn't matter." This is unusual for them.
- Key Questions for Discussion: How do you try to re-engage this individual? What non-threatening questions might you ask? What might be underlying this behavior?
Scenario 3: Escalating Argument
Two team members are having a heated discussion that quickly turns into a loud argument in a common area. Voices are raised, and personal insults start to be exchanged. Other colleagues are beginning to look uncomfortable.
- Key Questions for Discussion: How do you intervene safely? What are your immediate priorities? How do you separate or redirect the individuals?
Scenario 4: Distressed Individual Seeking Isolation
An individual is found sitting alone in a less-used part of the building, appearing very distressed. They are quietly crying and flinching away when anyone tries to approach them, saying softly, "Just leave me alone. I can't do this anymore."
- Key Questions for Discussion: How do you approach this individual in a way that promotes safety and trust? What is your priority in this situation? How do you offer support without being intrusive?
Worksheet
Crisis Plan Template & Checklist
Team Name: __________________________________
Objective: To create a foundational crisis response plan for your team, ensuring a coordinated and effective approach to escalating situations.
Section 1: Situation Overview & Triggers
- What types of escalating situations are most common or concerning in your team/environment?
- What are some early warning signs or triggers you might observe?
Section 2: Key Personnel & Roles
- Primary De-escalator: (Who typically takes the lead in direct communication? What are their key responsibilities?)
- Secondary Support: (Who provides backup? What are their responsibilities, e.g., managing the environment, supporting others?)
- Communicator/Documentation: (Who handles external communication if needed? Who records details?)
- Safety/Environment Monitor: (Who ensures the physical safety of all involved? Who clears the area?)
Section 3: Communication Protocols
- Internal Team Communication: (How will team members communicate with each other during a crisis, verbally and non-verbally?)
- External Communication: (When and how will external support or emergency services be contacted? Who makes that call?)
Section 4: De-escalation Steps & Strategies
- Outline the general steps your team would take when an individual is escalating. (Refer to the principles discussed in the lesson.)
Section 5: Safety Measures
- What specific actions will your team take to ensure the physical safety of the escalating individual, other team members, and bystanders?
- Are there designated safe areas or clear exit routes?
Section 6: Post-Crisis Debriefing Plan
- What steps will your team take immediately after a crisis is resolved?
- Who will lead the debrief? What will be discussed (e.g., what happened, what worked, what could be improved, team well-being)?
Crisis Plan Readiness Checklist
Check off each item once your team has addressed it:
- Our team has discussed common escalating situations.
- We have identified primary and secondary roles.
- We have a basic understanding of internal communication methods during a crisis.
- Key de-escalation strategies are understood.
- Basic safety measures are considered.
- We have a plan for post-crisis debriefing and support.