Module

Situation Appraisal (SA)

Clarify, separate and prioritize concerns using urgency, seriousness, and growth; assign actions and owners.

#Step
1List concerns
2Separate and clarify issues
3Set priority (USG)
4Plan next steps (who/what/when)

Exercise

Triage a live incident log and produce a 60-minute action plan.

Use the downloadable template below.

Get Templates

Resources

  • USG grid template
  • Facilitator notes
  • Daily KT huddle checklist