LMS-350 – Building a Resilient Organization

Course Description
In this intense and highly interactive 5-day course you will learn a range of methodologies and techniques
designed to facilitate the building of a truly
resilient organization, help people
collaborate during “crisis” situations,
innovate and work productively together.
Through a series of lectures and structured
simulations you will gain insight and
expertise in the following critical aspects of
“Crisis Management”: pre-crisis analysis
and planning, how to organize and
enhance response, management, recovery
and restoration work, developing and conducting effective communications (tactical, strategic) before and
during a “crisis”, the use of the LMSCARVERTM analysis tool, incident management systems, techniques for
managing tasks, inter-personal and group dynamics during a “crisis”, handling difficult situations, the
LMSCARVERTM supply chain analysis tool and finally how to design, develop, implement and maintain an
effective continuity program. During this course of instruction you will have the opportunity to learn and
practice these techniques and more in order to effectively deal with “crisis” situtations of all kinds.

Who Should Attend and Prerequisites

This course is designed for those who are responsible for managing, leading, guiding groups in “crisis”
response, management, recovery and restoration (RMRR) efforts. Senior Executives, Midlevel
Management, Project leaders, Managers and Professionals in all business and government sectors will
benefit from acquiring skills and learning techniques for “crisis management” from inception to integration.

What You Will Achieve (Specific Objectives)

Throughout this course, participants will achieve the following results:

 Design, implement and manage vulnerability and consequence analysis;

 Design, develop and implement effective continuity plans;
 Facilitate “crisis management” meetings, projects and crisis situations;
 Foster collaboration among diverse professionals and separate groups;
 Design, develop and implement effective continuity plans for ensuring resilience;
 Lead groups to peak performance during ‘crisis” situations;
 Respond to, and manage difficult situations;
 Develop poise and confidence in managing team-building during “crisis” situations
 Demonstrate the interpersonal skills critical to management and leadership.

What Participants Learn

Throughout this course, participants will:

 Learn analysis, planning and organizing techniques;

 Practice for facilitating “crisis” meeting sessions;
 Effective methods for keeping up momentum and critical decision-making processes;
 Techniques for problem diagnosis;
 Techniques for “Active Analysis” to more readily understand wider aspects of a situation, gain clarity
and provide effective communication for decision-making;
 Use tools to manage situations, people and gain their input;
 LMS-350 – Building a Resilient Organization

 “Crisis Management” meeting techniques that keep your organization focused, on track and
complete the agenda;
 Apply tools for analysis, planning and decision-making
 Practice reaching conclusions and decisions after consideration of possibilities. Putting decisions into
action during a “crisis” situation;

Course Textbook, Notes/Presentation Materials

 Textbook for the course is “Integrated Continuity: Maintaining Resilience in Uncertain Times”;
authored by Mr. Geary W. Sikich;
 Additional course materials are customized in the form of PowerPoint slides, PDF files, case studies,
exercises and hands-on lab where/when applicable;
 Interactive tools, scenarios, and other resources.

Course Schedule:
Each day of course is composed of:

 Six (6) sessions of one hour each

 Two 15 minutes break, one in the morning and the other one in the afternoon, after the second and
the fifth session
 One hour break or lunch
 Thirty minutes is factored in as a buffer for session transitions, exercises transitions, return for lunch
and breaks.

Course Schedule:
Most organizations plan for business contingencies. Yet, few plan for the potentially devastating effects of
natural or man-made disasters. Incidents, whether naturally occurring or manmade don't make
appointments; they can occur at any time and under the most unfavorable conditions.

This five day intensive and highly interactive course presents highly successful methodologies for developing
a truly resilient organization and achieving continuity planning and incident response effectiveness. Key
elements for the design and implementation of response, management, incident command, recovery and
restoration systems are presented in detail and discussed through application of action based learning
techniques.

The total estimated run time of instruction for each day of the course is approximately eight hours, from
8:30am to 4:30pm, but it can be modified to accommodate a client’s needs if presented “in-house”.

The following tables provide a breakdown of each day’s activities and a synopsis of the course modules.
 LMS-350 – Building a Resilient Organization

Day 1 Topic
Session 1 Module 1: The Framework for Resilience
This introductory module presents an overview of continuity
concepts, history and industry trends. It serves as the
cornerstone for the remaining modules.
Session 2 Module 2: Analysis: A Key to Resilience
This module introduces the concepts for structured analysis of
vulnerabilities, hazards, risks, threats and their consequences.
The LMSCARVERTM Analysis methodology is presented and
compared to other methodologies.
Coffee Break @ Break
10:30am
Session 3 Group Activity: LMSCARVERTM Analysis Exercise
Lunch @ 12noon Lunch
Session 4 Module 3: Business Impact Assessment Methodology
This module investigates the methodologies for determining
business impacts. The LMSCARVERTM Analysis methodology
and LMSCARVERTM Supply Chain Analysis methodologies are
presented.
Session 5 Case Study & Group Activity: LMSCARVERTM Analysis
Exercise
Coffee Break @ 3:00pm Break
Session 6 Module 4: Assessment Scorecard
Day One’s concluding module presents the scorecard
methodology for presenting vulnerability, hazard, risk, threat
and consequence analysis information.

Day 2 Topic
Session 1 Module 5: The Planning Function
This module presents the “how to” aspects for establishing and
defining the planning team, what the planning function really
means and critical aspects for developing the plan.
Session 2 Module 6: Common Planning Pitfalls
This module investigates the potential problems that can be
encountered during the planning process and describes how to
counter them before they occur and/or to address them should
they occur.
Coffee Break @ Break
10:30am
Session 3 Case Study & Group Activity: Challenges facing
International Companies
Lunch @ 12noon Lunch
Session 4 Module 7: The Planning Lifecycle
This module presents in detail the planning lifecycle from
inception to integration. Key aspects of preparing the initial
analysis, developing an ongoing analysis process, developing
the structure of the plan and supporting materials, training, drills
and plan maintenance are all presented.
Session 5 Case Study & Group Activity: Plan Design
Coffee Break @ 3:00pm Break
Session 6 Module 8: Plan Components
This module discusses in detail the key components of the plan.
Key sections of the plan are detailed for the participants. Upon
conclusion of this module participants will have developed an
LMS-350 – Building a Resilient Organization

outline for their organization’s plan and supporting materials.

 LMS-350 – Building a Resilient Organization

Day 3 Topic
Session 1 Module 9: Critical Functions
This module identifies the eight critical functions that must be
addressed for effective plan development and implementation.
In this module the participant will develop outlines to address
the critical functions for their organization.
Session 2 Module 10: Incident Command System an Overview
This module presents the Incident Command System and its
application to typical business operations. This module also
presents the integration of the Incident Command System
between public (government) and private (business) sector
organizations.
Coffee Break @ 10:30am Break
Session 3 Module 10: Incident Command System an Overview
(continued)
This module presents the Incident Command System and its
application to typical business operations. This module also
presents the integration of the Incident Command System
between public (government) and private (business) sector
organizations.
Lunch @ 12noon Lunch
Session 4 Module 11: Detection and Classification of Incidents
This module presents the methodology for developing and
implementing an event classification system and for pre-event
monitoring and tracking of situations that could evolve into a
classifiable event.
Session 5 Module 12: Facilities and Equipment
This module presents the requisites for developing and staffing
command centers, incident support facilities, media centers,
humanitarian assistance centers, rumor control and “senior
executive” crisis management support facilities.
Coffee Break @ 3:00pm Break
Session 6 Module 13: Information versus Intelligence
This module presents the methodologies for gathering
information prior to a “crisis” and for the analysis, distribution
and control of “sensitive” information during “crisis” situations.
Turning unprocessed information into viable intelligence (useful
information for decision-making) is a critical element of the
process for building a resilient organization. This module
presents the process of FutureProofingtm developed by Mr.
Sikich and Logical Management Systems, Corp.

Day 4 Topic
Session 1 Module 14: Crisis Communications Overview
This module addresses the critical process of communicating
information during a “crisis” situation and in the aftermath of a
crisis situation. Key concepts for preparing a “crisis
communication” plan that supports crisis management
initiatives are presented, as well as, techniques for answering
media questions and presenting interviews.
Session 2 Module 15: Crisis Communications: The Internal
Audience
This module addresses the critical process of communicating
information to the internal audience (employees, vendors, etc.)
during “crisis” situations and in the aftermath of a crisis
 LMS-350 – Building a Resilient Organization

situation. Key concepts for using the Internet and Intranet are
presented. Preparing “crisis communication” guidelines and
establishing internal spokesperson initiatives are presented, as
well as, techniques for answering questions and presenting
interviews.

Module 16: Steps for Effective Crisis Communications

This module presents the critical steps for communicating
information during “crisis” situations and in the aftermath of
crisis situations. Key step for preparing and delivering “crisis
communications” are presented in an interactive, scenario based
format.
Coffee Break @ 10:30am Break
Session 3 Module 17: Recovery and Restoration Operations
This module presents the steps for post-event assessment,
recovery and restoration operations. In this module steps for
returning to steady-state levels of operation and for the staged
process of restoring “normal” operations, so as not to have a
“crisis” relapse are presented.
Lunch @ 12noon Lunch
Session 4 Module 18: Determining Event Costs
This module presents the quantitative and qualitative
methodologies for determining the costs associated with “crisis”
events. This module allows the participant to determine and
present information on event costs that senior management can
understand.
Session 5 Module 19: Plan Validation and Maintenance
This module presents the process and methodology for design,
development and implementation of effective training, drill and
exercise programs. Also presented is the methodology for
ensuring that overall program maintenance is properly
developed and implemented to ensure a dynamic program that
is responsive when it is activated for an incident.

Module 20: Plan Audit: Introduction to LMS’ AUDITRAKtm

This module provides an introduction to LMS’ AUDITRAKtm
program assessment and audit tool developed by Mr. Sikich.
The LMS AUDITRAKtm program assessment tool provides an
audit format and facilitates establishing a commitment
identification and tracking methodology that can be
implemented to enhance the assurance that the continuity
program reflects current capabilities and is maintained up to
date.
Coffee Break @ 3:00pm Break
Session 6 Module 21: “Value Chain” Continuity
This module presents the methodology for determining “value
chain” continuity. The “value chain” (suppliers, vendors,
outsource and business partners) is critical to the success of
modern organizations, regardless of whether they are in the
public (government) or private (business) sectors. The
LMSCARVERTM Supply Chain Analysis methodology is presented
in detail.

Day 5 Topic
Session 1 Module 22: Course Review (Modules 1 – 22)
This module presents a summary of the material presented
 LMS-350 – Building a Resilient Organization

during day 1 – 4 of the course. It is designed to review critical

concepts and information presented; to answer questions and
prepare the participants for the interactive simulation that is the
culmination of the course.
Session 2 Module 23: Tabletop Simulation Exercise
This module is a “hands-on” interactive simulation designed to
immerse the participants in a simulation of a “crisis” situation.
Participants will be required to establish teams to address the
“crisis” scenario, interact with other teams representing
government, volunteer and private sector organizations. The
participants will be able to apply, first hand, the lessons that
they have learned during day 1 – day 4 of the course.
Participants will experience the stress and pressure of a “crisis”
in the controlled environment of the classroom.
Coffee Break @ 10:30am Break
Session 3 Module 23: Tabletop Simulation Exercise
This is a continuation of the “hands-on” interactive simulation
module. The exercise is designed to cover the remainder of the
day’s activities. Participants will be allowed to take breaks and
eat lunch as they continue to address the “crisis” scenario and
interact with other teams representing government, volunteer
and private sector organizations.
Lunch @ 12noon Lunch
Session 4 Module 23: Tabletop Simulation Exercise
This is a continuation of the “hands-on” interactive simulation
module. The exercise is designed to cover the remainder of the
day’s activities. Participants will be allowed to take breaks and
eat lunch as they continue to address the “crisis” scenario and
interact with other teams representing government, volunteer
and private sector organizations.
 LMS-350 – Building a Resilient Organization

Session 5 Module 23: Tabletop Simulation Exercise

This is a continuation of the “hands-on” interactive simulation
module. The exercise is designed to cover the remainder of the
day’s activities. Participants will be allowed to take breaks and
eat lunch as they continue to address the “crisis” scenario and
interact with other teams representing government, volunteer
and private sector organizations.
Coffee Break @ 3:00pm Break
Session 6 Module 24: Tabletop Simulation Critique
This module is a ‘wrap-up” of the “hands-on” interactive
simulation. The critique is designed to cover the participant
responses to the “crisis” situation and provide feedback on
techniques, methodologies and interactions employed during
the “crisis” simulation. This “wrap-up” session concludes the 5
day course.

Course Instructor:
Geary W. Sikich is an executive level, hands-on business strategy advisor to companies of the global 2000,
international institutions, and governments. Geary is a coach, leader and internationally recognized speaker
with twenty years plus of service in the financial, energy, healthcare, technology, manufacturing and critical
infrastructure industries. His core competency is business strategy: the art of sculpting the resilient
organization and achieving results. Geary provides insights into the working know-how of strategy
development and executive decision-making to achieve sustainable market share and operational resilience.
As a consultant he is a noted expert on decision-making systems and rapid cognition for managing risk. He
regularly speaks to international organizations on his keys to successful business strategy development and
implementation. He holds a M.Ed., Counseling and Guidance from the University of Texas, El Paso, and a
B.S., Criminology, from Indiana State University

Geary has served as Principal and Chief Strategy Officer with Logical Management Systems, Corp., (LMS) a
privately held international management consulting organization. Geary has served as a trusted advisor to
The World Bank, American Express Company, Chicago Mercantile Exchange, Wells Fargo, Amoco, Mobil,
Motorola, Avaya, Government of Ontario, Nigerian Department of Petroleum Resources and the City of East
Chicago to highlight his broad base of clients.

Geary conducts workshops, seminars and lectures on a regular basis nationally and internationally for
organizations such as, Global Forum for Cross-Border Human Resource Experts (XBHR), the Association of
Contingency Planners, World Conference on Disaster Management, Union League Club of Chicago,
Continuity Insights and Disaster Resource Guide. His most recent book is entitled, “Integrated Business
Continuity - Maintaining Resilience in Uncertain Times” published by PennWell Books.

As a professional speaker, few can match his expertise when it comes to discussing the trends in optimizing
operational resilience in organizations. His talks and workshops are based on actual experiences that allow
him to relate to any group of professional managers, from line management to the board of directors.
 LMS-350 – Building a Resilient Organization

Course History:
This course has been developed by Geary Sikich and is frequently updated and adapted for use by
multinational firms, including but not limited to:

Amoco Corporation Ashland Oil Company, Esso E&P Nigeria, Ltd. Petropros International,
Nigeria Inc.
Amoco Oil Company Shell Nigeria, Ltd. Nigerian National Washington Gas
Petroleum Corporation Company
Amoco Pipeline Chevron Nigeria, Ltd. Amoco Chemical Motorola Land Mobile
Company Company Products
The Uno-Ven Company Mobil Producing Nigeria, George Washington American Express
Ltd. University Company
Triton Energy, Ltd. Elf Petroleum Nigeria, University of California Wells Fargo
Ltd. Berkley
Texaco Latin Agip, Nigeria, Ltd. Gas Technology Institute Nicor Gas
America/West Africa

Logical Management Systems, Corp. Representative Clients:

Since its inception, Logical Management Systems, Corp. and Geary Sikich have been engaged by and
provide consultation frequently for multinational firms, including but not limited to:

ENERGY Alliant Health System Pinkerton

Amoco Corporation Abbott Laboratories The Steele Foundation, Inc.
Amoco Oil Company Veterans Administration American Society for Industrial
Amoco Pipeline Company Main Line Health Systems Security
Mobil Oil Corporation Health Care Services Corporation Kroll Worldwide
The Uno-Ven Company TECNOLOGY The Wackenhut Corporation
UNOCAL Avaya INSTITUTIONS &
Sun Company Motorola Corporation MANAGEMENT ADVISORY
Triton Energy, Ltd. Motorola Land Mobile Products SPECIALTY FIRM SECTOR
Indian Refining Company Sector American Petroleum Institute
Texaco Latin America/West Africa MEMC Electronic Materials, Inc. Burson-Marsteller
Ashland Oil Company, Nigeria W.W. Grainger Impact Assessment, Inc.
Shell Nigeria, Ltd. MANUFACTURING Laventhol & Horwath
Chevron Nigeria, Ltd. CF Industries, Inc. Petropros International, Inc.
Mobil Producing Nigeria, Ltd. Liquid Carbonic Industries Gas Technology Institute
Elf Petroleum Nigeria, Ltd. Corporation Logistics Management Institute
Agip, Nigeria, Ltd. HEAVY INDUSTRY TELTECH, Inc.
Esso Exploration & Production Inland Steel Company Rubber Manufacturers
Nigeria, Ltd. United States Steel Group Association
Nigerian National Petroleum United States Steel Gary Works International Liquid Terminal
Corporation UTILITIES Association
CHEMICAL Nicor Gas IEMC, Inc.
Amoco Chemical Company ComEd The Corporate Response Group,
Rohm and Haas Northern Illinois Gas Inc.
K.A. Steel Chemicals Leclade Gas Company ERM, Inc.
TRANSPORTATION Washington Gas Company Disaster Recovery Journal
Greater Orlando Airport Authority Idaho Power Company University of Central Florida
Federal Aviation Administration LEGAL & INSURANCE University of California Berkley
Illinois Central Railroad Aon Services Corporation George Washington University
GOVERNMENT Mauck, Bellande, Cheely General Physics Corporation
Government of Ontario Eichhorn & Eichhorn Evergreen Data Security, Inc.
Livingston County Illinois Trial Practices, Inc. Harman Wisconsin (McGregor
Lake County Indiana Gallagher-Bassett Loudspeaker Manufacturing)
City of East Chicago, Indiana BANKING & FINANCE Physician Insurers Association of
Florida Emergency Management American Express Company America
Agency Chicago Mercantile Exchange Evergreen Data Security, Inc.
Nigerian Dept. of Petroleum Wells Fargo DavisLogic, Inc.
Resources World Bank Emery & Associates, Inc.
The School City of East Chicago Discover Financial Services The John Buck Company
Indiana SECURITY SERVICES LeMeridien Hotel Chicago
HEALTHCARE Burns International, Inc. The Tabb Group
 LMS-350 – Building a Resilient Organization

The Field Museum of Chicago

M1 Energy Capital Securities, LLC
M1 Energy Risk Management