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De-Escalate: The Defensive Challenge

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Kymberli Magallanes

Tier 1

Lesson Plan

De-Escalate: The Defensive Challenge

Participants will identify different stages of defensive behavior using the Verbal Escalation Continuum™ and apply appropriate intervention strategies effectively.

Understanding and responding to defensive behavior is crucial for maintaining a safe and productive school environment. This lesson equips employees with practical skills to de-escalate situations and support individuals in distress, preventing further escalation and promoting positive interactions.

Audience

School Employees

Time

30 minutes

Approach

Interactive game-based learning and scenario practice.

Materials

  • De-Escalate: The Defensive Challenge Slide Deck, - De-Escalate: The Defensive Challenge Game, - Scenario Cards (printed and cut, one per team per round), - Intervention Strategy Cards (printed and cut, one set per team), - Answer Key: Defensive Challenge Game (for facilitator use), - Whiteboards or large paper (one per team), - Markers (one set per team), and - Timer

Prep

Preparation Steps

20 minutes

  • Review Materials: Carefully review the De-Escalate: The Defensive Challenge Slide Deck, De-Escalate: The Defensive Challenge Game, Scenario Cards, Intervention Strategy Cards, and the Answer Key: Defensive Challenge Game.
  • Print & Cut: Print enough copies of the Scenario Cards so that each team has a new card for each of the two game rounds (e.g., if you have 30 teams, print 60 cards, 30 for Round 1 and 30 for Round 2). Print one set of Intervention Strategy Cards for each team. Cut all cards.
  • Organize Materials: Bundle scenario cards for each round separately. Prepare sets of intervention strategy cards, whiteboards, and markers for each team.
  • Room Setup: Arrange tables to facilitate small group work for 150 employees (e.g., 30-38 tables for teams of 4-5). Ensure presentation equipment is ready for the slide deck.

Step 1

Key Concepts Overview

7 minutes

  • Welcome & Hook: Greet participants. Use De-Escalate: The Defensive Challenge Slide Deck (Slide 1) to introduce the topic and title.
  • Learning Objectives: Quickly state the learning objectives from De-Escalate: The Defensive Challenge Slide Deck (Slide 1).
  • Defensive Behavior: Briefly explain the Defensive level and the "emotional brain" vs. "thinking brain" concept using De-Escalate: The Defensive Challenge Slide Deck (Slide 2).
  • Verbal Escalation Continuum™: Introduce the stages (Questioning, Refusal, Release, Intimidation) from De-Escalate: The Defensive Challenge Slide Deck (Slide 3).
  • General Principles: Review Rational Detachment and Supportive Communication from De-Escalate: The Defensive Challenge Slide Deck (Slide 4).
  • Directive Responses: Summarize key directive responses: short & simple, limits & choices, stick to topic, allow venting, assess risk, call for help (Slide 5).
  • Limit Setting: Briefly explain its elements (Interrupt & Redirect, Desired Behavior, Desired Outcome, Fail-Safe Choice) and principles (Respectful, Simple, Reasonable) (Slide 6).
  • Communication Matters: Briefly emphasize verbal, paraverbal, non-verbal communication, active listening, and avoiding power struggles (Slide 7).

Step 2

Game Introduction & Setup

5 minutes

  • Introduce the Game: Explain that participants will now apply these concepts in an interactive game. Present the game objectives from De-Escalate: The Defensive Challenge Slide Deck (Slide 8).
  • Team Formation: Direct employees to form small teams of 4-5. Guide them to their designated areas with whiteboards/paper and markers.
  • Distribute Materials: Provide each team with a set of Intervention Strategy Cards and a whiteboard/paper and markers. Briefly explain the game rules as outlined in De-Escalate: The Defensive Challenge Game.

Step 3

Game Play: Round 1 (Scenario Challenge)

8 minutes

  • Distribute Scenario: Hand out one Scenario Card (from the Round 1 set) to each team.
  • Team Work (5 minutes): Teams read the scenario, discuss, identify the defensive stage, and select the best intervention strategy. They should write their answers and justifications on their whiteboard/paper.
  • Facilitator Feedback (3 minutes): After 5 minutes, ask teams to hold up their answers. Review one or two examples from different teams, providing immediate feedback based on the Answer Key: Defensive Challenge Game.

Step 4

Game Play: Round 2 (De-Escalation Practice)

8 minutes

  • Distribute New Scenario: Hand out a new Scenario Card (from the Round 2 set) to each team.
  • Team Work (5 minutes): Teams have 5 minutes to read the scenario, discuss, identify the stage and strategy, and brainstorm a specific phrase or action they would use as part of their chosen intervention strategy.
  • Facilitator Feedback (3 minutes): After 5 minutes, ask teams to share their responses. Provide feedback and highlight effective phrases/actions.

Step 5

Wrap-up & Key Takeaways

2 minutes

  • Review Key Principles: Briefly review the key principles of de-escalation at the Defensive level using De-Escalate: The Defensive Challenge Slide Deck (Slide 10).
  • Congratulate Teams: Congratulate teams on their participation and reiterate the importance of these skills in their roles.
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Game

De-Escalate: The Defensive Challenge Game

Objective

To effectively identify stages of defensive behavior using the Verbal Escalation Continuum™ and apply appropriate intervention strategies.

Participants

150 School Employees (broken into small teams of 4-5)

Time Allotment

30 minutes

Materials Needed

  • Scenario Cards
  • Intervention Strategy Cards
  • Answer Key (for facilitator use)
  • Timer
  • Whiteboards or large paper for each team
  • Markers

Game Play

  1. Team Formation (5 minutes)

    • Divide the 150 employees into small teams of 4-5 participants each. Aim for approximately 30-38 teams.
    • Each team should gather around a table or designated area with a whiteboard/large paper and markers.
  2. Introduction (5 minutes)

    • The facilitator will explain the objective of the game: to practice recognizing defensive behaviors and applying de-escalation strategies from the CPI Crisis Development Model™ and Verbal Escalation Continuum™.
    • Explain that teams will be given scenario cards describing a situation. For each scenario, they must:
      1. Identify the stage of defensive behavior demonstrated.
      2. Choose the most appropriate intervention strategy from their Intervention Strategy Cards.
      3. Justify their choice based on the principles discussed in the module.
    • Emphasize that teamwork and clear communication are key.
  3. Round 1: Scenario Challenge (10 minutes)

    • Distribute one Scenario Card to each team.
    • Give teams 5 minutes to read the scenario, discuss, identify the defensive stage, and select the best intervention strategy. They should write their answers and justifications on their whiteboard/paper.
    • After 5 minutes, ask teams to hold up their answers. The facilitator will review one or two examples from different teams, providing immediate feedback based on the Answer Key (for facilitator use).
  4. Round 2: De-Escalation Practice (8 minutes)

    • Distribute a new Scenario Card to each team.
    • Give teams 5 minutes for this round. This time, in addition to identifying the stage and strategy, encourage them to brainstorm a specific phrase or action they would use as part of their chosen intervention strategy.
    • After 5 minutes, ask teams to share their responses. Facilitator provides feedback and highlights effective phrases/actions.
  5. Wrap-up & Key Takeaways (2 minutes)

    • Briefly review the key principles of de-escalation at the Defensive level:
      • Rationally detach, remain supportive.
      • Use short, simple directive phrases.
      • Provide limits and choices.
      • Allow venting (when appropriate and safe).
      • Continually assess risk and call for help if needed.
    • Congratulate teams on their participation and reiterate the importance of these skills in their roles.

Scenario Cards (Examples - Facilitator to print and cut)

Scenario 1: Questioning

  • Behavior: A parent approaches you, arms crossed, saying,
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Slide Deck

De-Escalate: The Defensive Challenge

Mastering Crisis Prevention at the Defensive Level

Learning Objectives:

  1. Identify different stages of defensive behavior using the Verbal Escalation Continuum™.
  2. Use appropriate intervention strategies that are most effective at each stage.

Get Ready to Play!

De-Escalate: The Defensive Challenge Game

Welcome participants and introduce the session. Briefly state the learning objectives for the game.

Understanding the Defensive Level

  • Defensive Behavior: Protecting oneself from a real or perceived challenge or threat.
  • Emotional Brain vs. Thinking Brain: Emotions take over, activating 'fight, flight, or freeze.'
  • Impact: Less able to listen, process information, or respond clearly.

Explain the CPI Crisis Development Model, focusing on the Defensive level and how it connects to the 'fight, flight, or freeze' response. Emphasize that emotions override thinking at this stage.

The Verbal Escalation Continuum™

Recognizing behaviors at the Defensive level:

  • Questioning: Information Seeking / Challenging
  • Refusal: Non-compliance, slight pushback
  • Release: Verbal venting, emotional outburst
  • Intimidation: Direct or indirect threats

Introduce the Verbal Escalation Continuum and its stages. Briefly describe what each stage looks like in terms of behavior.

General Principles for Intervention

  • Rationally Detach: Don't take it personally.
  • Remain Supportive: Your tone, body language, and words matter.
  • Add Directive Responses: This is not replacing support, but layering on a new strategy.

Discuss the general principles for responding to defensive behavior: rational detachment and being supportive. Highlight that we are adding directive strategies, not replacing support.

Directive Responses: Your Toolkit

  • Keep it Short & Simple: Easy for an emotional brain to process.
  • Provide Limits & Choices: Offer alternative behaviors and outcomes.
  • Stick to the Topic: Avoid tangents and power struggles.
  • Allow Venting: When safe, let them release emotion before redirecting.
  • Assess Risk: Always be aware of safety.
  • Call for Help: Don't hesitate if needed.

Detail the specific directive responses. Emphasize short, simple phrases, limits, and choices. Mention objective analysis and supplementary interventions.

Limit Setting: A Powerful Tool

  • Definition: Offering clear choices and clarifying acceptable boundaries.
  • Key Elements:
    1. Interrupt & Redirect
    2. Desired Behavior
    3. Desired Outcome
    4. Fail-Safe Choice
  • Remember to be: Respectful, Simple, and Reasonable.

Specifically explain limit setting as a key directive technique. Go over the components: Interrupt & Redirect, Desired Behavior, Desired Outcome, Fail-Safe Choice. Emphasize being respectful, simple, and reasonable.

Communication Matters

  • Verbal: Choose words carefully.
  • Paraverbal: Tone, volume, cadence.
  • Non-Verbal: Body language, facial expressions, gestures.
  • Listen Actively: Uncover meaning, allow processing time.
  • Be Respectful: Remain flexible, keep it private, avoid power struggles.

Briefly review non-verbal and paraverbal communication and its importance. Remind them to listen and avoid power struggles.

Game Time! The Defensive Challenge

Put Your Skills to the Test!

  • Work in your teams.
  • Read the Scenario Cards.
  • Identify the Defensive Stage.
  • Choose the best Intervention Strategy.
  • Be ready to share your reasoning!

Let the De-Escalation Begin!

Introduce the game and explain how it will work. Refer to the game instructions for detailed steps. Ensure all teams have their materials.

Game On! Live Scenario Practice

Discussion Questions (if time allows):

  • What was the most challenging part of identifying the stage?
  • How did your team decide on the best intervention?
  • Can you think of a time you used one of these strategies effectively?

This slide can be used during the game to display a timer or key instructions. It's a placeholder for active game play.

Recap & Next Steps

Key Takeaways:

  • Recognize defensive behaviors (Verbal Escalation Continuum™).
  • Apply directive strategies (short, simple, limits, choices).
  • Always rationally detach and remain supportive.

Practice Makes Perfect!

Continue observing, assessing, and responding to promote positive outcomes.

Conclude the session by summarizing the main takeaways and encouraging continued practice of these essential skills.

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Activity

Scenario Cards

Instructions for the Facilitator:

Print these cards and cut them out. Each team should receive a unique scenario card for each round of the game.


Scenario Card 1: The Frustrated Parent

Situation: A parent approaches the front office aggressively. Their child missed the bus, and they just received a tardy notification. They begin to raise their voice, saying, "This is ridiculous! My child is never late, and now you're punishing them? You people have no idea what you're doing!"

Behavior Observed: Raising voice, blaming, generalized complaints, agitated tone.


Scenario Card 2: The Challenging Student

Situation: During class, you ask a student to put away their phone. The student glares at you and responds loudly, "Why do I always have to put it away? No one else does! You're always picking on me!"

Behavior Observed: Direct challenge to authority, blaming, accusations, agitated body language.


Scenario Card 3: The Refusing Colleague

Situation: You've asked a colleague to complete a task by the end of the day. They respond with a dismissive wave of their hand and say, "I'm not doing that. It's not my job, and you can't make me. Find someone else."

Behavior Observed: Direct refusal, dismissive gesture, uncooperative stance.


Scenario Card 4: The Intimidated Employee

Situation: You're discussing a policy change with an employee who suddenly leans in close, lowers their voice, and says with a sneer, "You know, it would be a real shame if someone 'accidentally' misplaced some important documents. Just sayin'."

Behavior Observed: Threats (subtle), invading personal space, attempt to intimidate.


Scenario Card 5: The Complaining Visitor

Situation: A visitor is waiting for an appointment and is told there will be a 15-minute delay. They throw their hands up and exclaim, "This is unacceptable! I have places to be! This school is always disorganized! I demand to speak to someone in charge RIGHT NOW!"

Behavior Observed: Verbal complaints, demanding, generalized statements of frustration, elevated tone.


Scenario Card 6: The Dismissive Student

Situation: You ask a student to quiet down during an independent work session. They roll their eyes, turn their back to you, and whisper loudly to a friend, "Whatever. This is so dumb."

Behavior Observed: Non-compliance, dismissive body language, back-talk (under breath).


Scenario Card 7: The Uncooperative Staff Member

Situation: During a staff meeting, you're discussing new procedures. A staff member repeatedly interrupts, makes sarcastic comments, and visibly rolls their eyes every time you speak. When directly addressed, they say, "I'm just saying what everyone else is thinking. This is a waste of time."

Behavior Observed: Interrupting, sarcasm, eye-rolling, verbalizing negativity, challenging the process.

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Activity

Intervention Strategy Cards

Instructions for the Facilitator:

Print these cards and cut them out. Each team should receive a full set of these cards at the beginning of the game.


Strategy Card 1: Questioning Intervention

  • Key Action: Rephrase, seek clarification, and focus on the core issue. Avoid getting defensive yourself. Use active listening.
  • Example Phrase: "I hear you're concerned about [specific issue]. Can you tell me more about what happened from your perspective?"

Strategy Card 2: Refusal Intervention

  • Key Action: Set limits and provide choices. Be concise and clear. State the desired behavior and positive outcome.
  • Example Phrase: "You have a choice: you can either [desired behavior, e.g., put your phone away and participate] or [consequence, e.g., we'll need to discuss this with an administrator]."

Strategy Card 3: Release Intervention (Allow Venting)

  • Key Action: Allow them to vent within reasonable limits. Rationally detach, let them express frustration, then redirect.
  • Example Phrase: "I understand you're very upset. I'm here to listen. Once you're able to calm down a bit, we can talk about solutions."

Strategy Card 4: Intimidation Intervention

  • Key Action: Take all threats seriously. Call for help if needed. Set clear, firm limits on unacceptable behavior. Ensure safety.
  • Example Phrase: "I cannot allow threats or intimidation. If you continue, I will have to call security. What can we do to resolve this peacefully?"

Strategy Card 5: Challenging Intervention

  • Key Action: Stick to the topic. Redirect back to the task or expected behavior. Avoid power struggles.
  • Example Phrase: "I understand you have concerns, but right now, we need to focus on [the task/issue]. Let's come back to that later if we have time."

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Answer Key

Answer Key: Defensive Challenge Game

Facilitator Notes:

This answer key provides the expected stage of defensive behavior and the most appropriate intervention strategy for each scenario. Remember that real-life situations can be nuanced, and open discussion around different perspectives is valuable.


Scenario 1: The Frustrated Parent

  • Behavior Observed: Raising voice, blaming, generalized complaints, agitated tone.
  • Defensive Stage: Release (Verbal Venting) / Questioning (potentially, if they are asking 'Why' more than just complaining).
  • Most Appropriate Intervention Strategy: Release Intervention (Allow Venting) combined with Questioning Intervention (to rephrase and seek clarification once initial venting subsides).
  • Reasoning: The parent is primarily expressing frustration. Allowing them to vent briefly can prevent escalation. Once they've released some of that emotion, you can then attempt to clarify their core concern.

Scenario 2: The Challenging Student

  • Behavior Observed: Direct challenge to authority, blaming, accusations, agitated body language.
  • Defensive Stage: Questioning (Challenging).
  • Most Appropriate Intervention Strategy: Challenging Intervention followed by Refusal Intervention.
  • Reasoning: The student is directly challenging your authority and the rule. It's crucial to stick to the topic (the phone) and avoid a power struggle. If the challenge continues, offering a clear limit and choice is the next step.

Scenario 3: The Refusing Colleague

  • Behavior Observed: Direct refusal, dismissive gesture, uncooperative stance.
  • Defensive Stage: Refusal.
  • Most Appropriate Intervention Strategy: Refusal Intervention.
  • Reasoning: This is a clear refusal. The most effective response is to calmly and respectfully set a limit and provide a choice, outlining the desired behavior and the outcome.

Scenario 4: The Intimidated Employee

  • Behavior Observed: Threats (subtle), invading personal space, attempt to intimidate.
  • Defensive Stage: Intimidation.
  • Most Appropriate Intervention Strategy: Intimidation Intervention.
  • Reasoning: Any form of threat or intimidation must be taken seriously. The immediate priority is safety and setting a very firm boundary against such behavior, escalating for help if necessary.

Scenario 5: The Complaining Visitor

  • Behavior Observed: Verbal complaints, demanding, generalized statements of frustration, elevated tone.
  • Defensive Stage: Release (Verbal Venting).
  • Most Appropriate Intervention Strategy: Release Intervention (Allow Venting).
  • Reasoning: Similar to the frustrated parent, this visitor is primarily venting frustration. Allow them a brief moment to express themselves, while maintaining rational detachment, before attempting to de-escalate or offer solutions.

Scenario 6: The Dismissive Student

  • Behavior Observed: Non-compliance, dismissive body language, back-talk (under breath).
  • Defensive Stage: Refusal (implied, by non-compliance) or Questioning (indirect challenge).
  • Most Appropriate Intervention Strategy: Refusal Intervention or Challenging Intervention (to redirect to the behavior).
  • Reasoning: While not a direct verbal refusal, the student's actions are non-compliant and dismissive. A clear, concise directive, possibly with a choice, is appropriate. If they then directly challenge, refer to the Challenging intervention.

Scenario 7: The Uncooperative Staff Member

  • Behavior Observed: Interrupting, sarcasm, eye-rolling, verbalizing negativity, challenging the process.
  • Defensive Stage: Questioning (Challenging).
  • Most Appropriate Intervention Strategy: Challenging Intervention.
  • Reasoning: The staff member is challenging the process and attempting to derail the meeting. It's important to stick to the topic of the meeting and avoid being drawn into a power struggle or debate about their personal feelings during this time. Redirect firmly but respectfully. If the behavior persists, a private conversation or a Refusal Intervention (choice to participate respectfully or leave) may be needed.
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