✅ Trainer Checklist

📋 Pre-Game (1-2 weeks before)

• Collect Case Briefs from participants (use template)
• Review each brief: clarity of objective, constraints, stakes
• Decide Shaft H vs V for each case using Decision Diamond
• Confirm CAPI presence (or proxies) for key cases
• Prepare physical materials: canvases, markers, sticky notes, ELMO sign, Yellow/Red cards, timers
• Room setup: U-shape seating, artifact walls, visible clock, quiet corner for resets
• Digital kit ready: templates, timer links, emoji cards (virtual)
• Script 2-3 minute centering practice (left-nostril breathing or guided silence)

🎬 In-Session (Day 1 & 2)

Opening

• Centering practice (2-3 min) before content
• Articulate outcomes: "Fast, heartful, high-quality decisions with visible commitments"
• Set guardrails: Modes (Open→Soft→Hard), ELMO, Yellow/Red, Jiminy Cricket
• Establish psychological safety: "All voices matter; challenge ideas, protect people"

During Labs

• Protect mode discipline; escalate only when needed
• Balance PAEI airtime; invite quiet voices
• Use Jiminy Cricket for time/process cues; rotate after breaks
• Watch for: endless debate (ELMO), vague objectives (shift to V), emotional heat (Red card)
• Capture artifacts live: Case Brief, Mission Scope, C-S-E, Action Board
• Timebox ruthlessly: 50 min (H) or 75 min (V) + 10 break

Debrief Questions

• "Where did roles help/hurt?"
• "Did Mission Scope sharpen WANT?"
• "Was Final Solution 'good enough'?"
• "How deep was IS? Which assumption changed?"
• "Was convergence confident or forced?"

🔒 Close-Out (End of Day 2)

• Export all artifacts: photos of boards, digital templates filled
• Email Action Boards to participants with owners/dates highlighted
• Capture lessons learned; update golden case library
• Schedule 30-day follow-up reviews (book calendar slots now)
• Set measures: Decision quality, % actions completed, MT&R pulse
• Closing centering + gratitude circle
• Commitment round: "One action I own, one support I need, one MT&R behavior I'll practice"