Implement the Plan Worksheet                          v.2012-09-19| Page 1 of 7
                         Purpose: To determine needed checklists, etc.   Contact: Planner Name | Info
         {Text in GREEN is for instructional and can be deleted before use}
         Once you’ve solved most of the problems that arose in the planning process, you need to make sure that the 
         plan fulfills its primary purpose: to help manage the response.  This tool walks you through a process to 
         create a series of tools that can be put together in a Playbook or Implementation Guide for the plan.
         Usage:
              1.  With a small group of plan stakeholders, complete the Implement the Plan Worksheet, below. Answer 
                  each question clearly, and remember that you’re thinking about easy-to-use tools for ground staff or 
                  leadership.
              2.  Using the Checklist Glossary, compile the Worksheet Answers into a list of tools organized by type. 
                  This is your Proposed Implementing Instructions list – it should show you exactly what you need to 
                  create to ready your plan for implementation.
              3.  Create a Threat Response Guide for your leadership to guide the running of the plan. Although the 
                  NYC DOHMH Threat Response Guides are subject-specific, the model can be adapted for all-
                  hazards use. This should function like an executive summary for asking the right questions to run 
                  the plan in a way that facilitiates coordination, information flow and decision making. DOHMH 
                  Threat Response Guides can be found on CDC’s Epi-X System.
              4.  Make sure that you create a timeline for your response based on the tactics needed by each group. 
                  Use the Sample Operational Timeline to assist. (Template included in handbook)
              5.  Build Three Column Checklists for functional and position based tasks. These aren’t educational tools, 
                  but they help manage complec activities during a response. (Template included in handbook)
              6.  Combine the tools into an Implmentation Guide or Playbook for your plan, section, or annex. This 
                  Guide should contain an overview, a good table of contents (with page numbers!) and list of 
                  common questions. It should be stored with the plan, both physically and online.
              7.  The Planning Section should be instructed to distribute it to key personnel in the event of a relevant 
                  emergency response, and the evaluate its use. 
         Don’t be daunted by the number of documents that might be needed! They will be short and fairly easy to 
         write. 
         Note:  Remember that making  Implementing Instructions  should be a technical process, not a policy
         discussion. The process will go much more quickly – and be much more useful – if the guidance of the plan-
         as-written is used, with policy questions held for the next plan review cycle.
         Purpose: To make sure that a plan can help manage a response, it must be distilled into a series of simple
         tools targeted toward key functions and positions. This document contains a simple worksheet to create the
         right tools for the plan and a glossary of the kind of tools that would be helpful (e.g.,Job Action Sheets,
         Standard Operating Procedures, etc.)
                                                                                            Stored: Electronic Location| Author:  Planning
                                                             Implement the Plan Worksheet          v.2012-09-19
                                        Purpose: To determine needed checklists, etc.  Page 2 of 7
                                        Implementing Worksheet
        Answer   the   questions   to   “The key to making a Plan work is the ability of the plan to vividly paint clear
        decide the tools you need to    mental images of the plan to the people who have to know and who have to act.”
        implment your plan.
        For clarity, the questions are  - Snowshoe Thompson, 1856.
        divided into three sections:    Each annex, as well as the basic plan, may use implementing instructions in 
        Thinking about People,          the form of SOPs/SOGs, maps, charts, tables, forms, and checklists and may be 
        Thinking about Functions,       included as attachments or references. 
        and the Thinking about Plan
        Environment.                    -FEMA CPG 101, 3-18
        For information on each tool,
        see the Glossary below. 
        Think about People
        Are there unique positions created by this plan?                                       Yes or No
        List them here:                                                            (If yes, Job Action Sheets should be
                                                                                        created for each position.)
        If the answer to the above question is Yes, these positions will need to       (A Staffing Chart should be
        be staffed to a level of four deep (so four shifts are possible).                       created.)
        Are adequate staff available to meet these needs?                                      Yes or No
                                                                                       (If No, create a Staffing Needs
                                                                                                Chart.)
        Is there a new unit of organization created by the plan?                               Yes or No
                                                                                       (If Yes, create an Org Chart.)
        Is the plan complex enough that the Incident Commander, Section                        Yes or No
        Chief or other leader needs a plain language guide to run it?
                                                                                      (If yes and the plan is Incident-
                                                                                      Specifc, a Playbook is needed.)
                                                                                   (If yes and the plan is Functional or
                                                                                    All-Hazards, an Implementation
                                                                                            Guide is needed.)
        Think about Functions
        Are there specific procedures that should be followed to run the plan, especially          Yes or No
        procedures that might be unusual to the staff performing them? Some examples 
        might be communication methods, sampling protocols                                       (If yes, SOPs
                                                                                                   should be
        If yes, list them here:                                                                   created for
                                                                           Stored::Electronic Location | Author:  Planning
                                                        Implement the Plan Worksheet       v.2012-09-19
                                     Purpose: To determine needed checklists, etc.  Page 3 of 7
                                                                                          each task.)
       Of these procedures, do any of them require calculation? For instance, the amount   Yes or No
       of bleach to use in water disinfection or the number of N-95 masks needed per shift.
                                                                                           (If yes, Job
       If yes, list those calculations here:                                             Aids that assist
                                                                                           with those
                                                                                         calculations are
                                                                                            needed.)
       Are there specific messages that should be pre-prepared?                            Yes or No
                                                                                         (If yes, Message
                                                                                          Templates are
                                                                                            needed.)
       In this plan, is there information that needs to be collected or given out in a     Yes or No
       standardized way? For instance, in assessment, public communication, or 
       investigation?
       If yes, list the types of information here:                                       (If yes, Form 
                                                                                         Templates are  
                                                                                         needed.)
       Are there materials or resources consumed during the course of the plan?            Yes or No
                                                                                            (If yes, a
                                                                                         Resource Table
                                                                                           should be
                                                                                            created.)
       Is there any decision or process that requires more than three steps for proper     Yes or No
       approval?
                                                                                            (If Yes, a
                                                                                          Process Chart
                                                                                           should be
                                                                                            created.)
       Is the plan complex enough that the number of these documents is sort of            Yes or No
       overwhelming? 
                                                                                           (If yes, an
                                                                                           Overview
                                                                                          Guide should
                                                                                           be created.)
                                                                     Stored::Electronic Location | Author:  Planning
                                                        Implement the Plan Worksheet       v.2012-09-19
                                     Purpose: To determine needed checklists, etc.  Page 4 of 7
       Think about the Plan Environment
       To implement the plan, are specific locations needed?                   Yes or No
       If yes, list them here:                                    (If yes, a map to each location and a Layout
                                                                        diagram should be created.)
       Will staff be working at locations different than their usual           Yes or No
       desks?
                                                                       (If yes, create a Contact List.)
       There should be, at minimum, standardized physical and electronic locations where the plan and its 
       implementing instructions are kept.
       Proposed Physical Location:
       Proposed Electronic Location:
                                                                     Stored::Electronic Location | Author:  Planning