Room Setup & Logistics Guide
Room Setup & Logistics Guide#
Overview#
This guide provides detailed specifications for physical and technical setup of the Project Threshold Tabletop Exercise in the V7.4 single 8-hour format with up to 11 individual industry representatives + 1-2 facilitators. Proper logistics planning ensures smooth execution, clear communication, and optimal participant engagement.
Optimal Room Layout (V7.4: 8-Hour Format)#
Space Requirements#
Room size scales with participant count:
| Configuration | Participants | Minimum Room Size |
|---|---|---|
| 5 industries + facilitators | 7–8 | 1,000 sq ft |
| 7 industries + facilitators | 9–10 | 1,100 sq ft |
| 9 industries + facilitators | 11–12 | 1,200 sq ft |
| 11 industries + facilitators | 13–14 | 1,400–1,500 sq ft |
Room must accommodate:
- Up to 11 industry positions (round-table or seminar seating)
- Facilitator station with clear sightlines to all positions
- Dedicated breakout consultation area
- Observer seating zone (optional)
- Beverage/refreshment station
Floor Plan Diagram (V7.4 Configuration — Full 11 Industries)#
NORTH
|
+====================================================+
| |
| O O O O O |
| OBSERVER SEATING (Back Wall, Optional) |
| |
| +----------------------------------------+ |
| | LARGE PROJECTION SCREEN | |
| | (Main Display) | |
| +----------------------------------------+ |
| |
| [RETAIL] [CPG] [HC-PROV] [HC-PAYER] |
| * * * * |
| |
| [FINANCE] [CONSULT] [LAW] [MANUF] [LOGISTICS] |
| * * * * * |
| |
| [BIG TECH] [SAAS] |
| * * |
| |
| +------------------------------------------+ |
| | BREAKOUT AREA | |
| | (Private Facilitator Consultation) | |
| +------------------------------------------+ |
| |
| +------------------------------------------+ |
| | FACILITATOR STATION | |
| | (Podium, Laptop, Timer Display) | |
| | HELPER STATION (Notes, Materials) | |
| +------------------------------------------+ |
| |
| [Entrance/Exit] |
| [Refreshment Station (Side Wall)] |
+====================================================+
SOUTH
Legend:
* = Individual industry representative seat
[INDUSTRY] = Industry designations (up to 11)
O = Individual observer seat (optional)
+--+ = Functional zones
Note: For fewer than 11 industries, remove unneeded positions and adjust spacing. With 5 industries, use a single semicircle or small round table.
Detailed Position Specifications#
Industry Positions (up to 11 positions)
- Configuration: Round-table seating (all industry reps at one large table or two adjacent tables) OR seminar-style seating (individual chairs arranged in arc or horseshoe facing projection screen)
- Seating: 1 individual industry representative per position; ergonomic chair; room to write/work
- Spacing: Minimum 3-4 ft between positions for individual workspace (round-table) or 2-3 ft apart in seminar arrangement
- Equipment at each position:
- Work surface (writing desk/table edge, minimum 18" x 24")
- Water glass, pens (2-3), notepad
- Industry folder with industry card, decision worksheets, scenario overview
- Scoring reference sheet
- Optional: desk lamp for individual lighting
Facilitator Station
- Position: Front-center, slightly elevated if possible (on low platform or standing podium)
- Setup:
- Podium or high table (36"-42" height)
- Laptop positioned for speaker notes visibility
- Physical timer display (large digital clock, 24"+ visible from all positions)
- Bell or chime for transitions
- Printed master copies of all materials, injections, and scoring rubrics
- Master scoring tracker/whiteboard for posting industry scores
Helper Station (adjacent to Facilitator)
- Backup device (tablet with presentation loaded)
- Extra printed materials and worksheets (20% backup copies)
- Private information cards from Private Cards (organized by round and industry)
- Tech support equipment (WiFi extender, audio adapter, backup power)
Projection Screen / Display
- Size: Minimum 120" diagonal (or dual 80" monitors side-by-side)
- Position: Centered at front, elevated so bottom edge is at least 4 ft high
- Brightness: Calibrated for daylight-capable projection (300+ lumens minimum)
- Content displayed:
- Round situation updates (one slide per round)
- Inject cards (text and graphics)
- Industry decision dashboards (if using live scoring)
- Countdown timer synchronized with facilitator's master timer
Breakout Consultation Area
- Purpose: Private participant consultations, facilitator-participant discussions
- Setup: Semi-enclosed zone (curtain partition or alcove) with 1 table and 4-6 chairs
- Furnishings: Table, ergonomic chairs, small whiteboard for notes
- Acoustic: Minimal sound bleed into main exercise area
Observer Seating (Optional)
- Position: Rear of room, 3-4 ft from back wall
- Configuration: Theater-style seating or chairs with clipboards
- Notes access: Each observer has printed copy of scenario scripts and inject cards
- Sightlines: Full view of all industry positions and projection screen
- Limit: Maximum 5 observers (to maintain focus and confidentiality)
Refreshment / Materials Station
- Position: Side wall, near entrance (out of main sightlines)
- Contents:
- Coffee/tea service
- Water station
- Light snacks (pretzels, granola bars, fruit)
- Extra printed materials
- Pens and notepads
Technology Setup Checklist#
Pre-Exercise Preparation (1–2 weeks before)#
Hardware Verification
- Test projector and screen for brightness, focus, color balance
- Verify HDMI and backup display connection cables
- Confirm WiFi network name, password, and bandwidth capacity
- Test facilitator laptop (screen resolution: 1920x1080 minimum) with projector
- Check timer display device (dedicated tablet or physical clock)
- Verify all power outlets and surge protectors are functional
- Test microphone system (recommended for 11+ participants in room)
- Confirm backup audio system exists (portable Bluetooth speaker minimum)
Software Setup
- Install presentation software (PowerPoint, Google Slides, Keynote)
- Create master slide deck with:
- Title/welcome slide
- Practice round + Round 1-4 situation updates (one slide per round)
- Inject slides (formatted for legibility, high contrast)
- Scoring/results template (sized for up to 11 industries)
- Debrief prompt slides
- Set timer software (Pomofocus, TimeandDate.com, or dedicated timer app)
- Prepare backup PDF of all slides on USB drive
Network & Connectivity
- Confirm WiFi password with IT team
- Test bandwidth: connect 3+ devices simultaneously and confirm stability
- Backup plan: hardwired Ethernet for facilitator laptop (if WiFi unstable)
Materials Preparation
- Print all industry cards (one per industry in play, plus 2 spares)
- Print decision worksheets (5 per industry: practice + Rounds 1-4)
- Print scenario overview (one per industry in play)
- Print scoring sheets (one per industry, plus 1 master for facilitator)
- Print all inject cards (one per industry in play, plus facilitator set)
- Print private information cards from Private Cards (Rounds 1-3 only, organized by industry/round)
- Print AI Adoption Arc summaries from AI Adoption Arcs (one per industry in play)
- Print observer scripts (if observers present)
- Bind materials in folders by industry designation
- Create backup set of all printed materials in sealed container
Day-of Setup (1:30 before exercise start)#
60–90 Minutes Before
- Arrive early; lay out all materials in room
- Arrange industry positions per floor plan (adjust for actual participant count)
- Place industry folders/materials face-down at each position
- Set up facilitator station: podium, laptop, timer display
- Connect laptop to projector; test display of all slides
- Load presentation software and test all transitions/timers
- Verify projection screen is centered, focused, and bright enough
- Set up optional observer seating along back wall
- Verify microphone system (if applicable) with sound check
- Confirm all WiFi connections are live
30–45 Minutes Before
- Final walkthrough: check all positions have pens, water, notepads
- Test timer display with countdown (ensure visibility from all positions)
- Project test slide to confirm text is readable from farthest position
- Test microphone by speaking into it
- Verify backup printed materials are accessible
- Brief helper on start time and material distribution sequence
15–30 Minutes Before
- Welcome participants as they arrive
- Direct participants to assigned industry positions
- Confirm each position has all baseline materials
- Verify facilitator WiFi connection
- Perform final projector/screen alignment check
- Set timer to "00:00" display
At Start Time
- Display welcome slide on projection screen
- Facilitator stands at podium; gets all participants' attention
- Brief explanation of exercise flow, roles, and timing
- Confirm all positions have industry cards (do not open until instructed)
- Set timer and begin countdown for practice round
Participant Materials Checklist#
Materials Per Position (Place in labeled folder)#
Baseline Materials (At Arrival)
- Industry Card: Industry designation, participant name, industry background, initial position
- Scenario Overview: One-page summary of Project Threshold starting scenario
- Decision Worksheets: 5 blank worksheets (practice + Rounds 1-4)
- Banded Framework Reference Card: Quick-reference for 6 decision bands (Spend, Timeline, Complexity, Dependency, Scale, Success Metric) + examples
- Scoring Reference Sheet: Quick-reference for banded scoring rubric ({-2, 0, +2} + red-flag triggers)
- AI Adoption Arc Summary: Industry-specific round-by-round adoption context (from AI Adoption Arcs)
- Base Case Fallback Bank: Reference showing what automatic fallback looks like if industry not submitted (see Base Case Fallback Bank)
- Notepads & Pens: 3-4 pens, 2-3 legal pads per position
Materials Distributed During Exercise#
Private Information Cards (Rounds 1-3 only)
- Delivered by helper to specific industry participants during inject processing time
- Sourced from Private Cards folder
- Contains confidential data or intelligence
- Timing coordinated with exercise schedule
- Example: "Round 2, at 10:35 AM: Reveal market data card to Finance participant"
Inject Cards (Situation Updates)
- Displayed on projection screen + printed for each industry participant
- Timing: Read aloud by facilitator
- Format: Large text (24+ pt font), clear title, high contrast
Master Scoring Sheets
- Held by facilitator only
- Updated in real-time as decisions come in
- Displayed to full group periodically (every 1-2 rounds)
- Final scores tabulated at end and shared in debrief
Detailed Timing for 8-Hour Full-Day (V7.4 Standard)#
| Time | Duration | Activity | Notes |
|---|---|---|---|
| 8:30 | 15 min | Arrival & Setup | Materials distribution, name badges, seating by industry |
| 8:45 | 15 min | Welcome & Exercise Overview | Opening remarks, objectives, explain rounds 1–4, participant introductions |
| 9:00 | 10 min | PRACTICE MICRO-ROUND | Simple scenario; low-stakes decision; facilitator scores live; Q&A |
| 9:10 | 5 min | ROUND 1: Situation Update | Project slide; read injects |
| 9:15 | 3 min | ROUND 1: Inject + Private Card | Distribute private cards from Private Cards |
| 9:18 | 15 min | ROUND 1: Individual Decision Prep | Each industry rep prepares alone |
| 9:33 | 3 min | ROUND 1: Decision Submission | Each rep submits worksheet |
| 9:36 | 12 min | ROUND 1: Facilitator Scoring | Score all submitted decisions |
| 9:48 | 27 min | ROUND 1: Cross-Industry Discussion & Results | Scores posted; Collective Bonus (Optional); cross-industry dynamics |
| 10:15 | 15 min | Break | Coffee, restrooms |
| 10:30 | 5 min | ROUND 2: Situation Update | Project slide; read injects |
| 10:35 | 3 min | ROUND 2: Inject + Private Card | Distribute Round 2 private cards |
| 10:38 | 15 min | ROUND 2: Individual Decision Prep | Each rep prepares |
| 10:53 | 3 min | ROUND 2: Decision Submission | Each rep submits |
| 10:56 | 12 min | ROUND 2: Facilitator Scoring | Score decisions; apply Facilitator Market Shock (~3 min within this block) |
| 11:08 | 27 min | ROUND 2: Cross-Industry Discussion & Results | Scores + Market Shock announced; Collective Bonus (Optional); IHS conditions |
| 11:35 | 40 min | Lunch | Informal reflection encouraged |
| 12:15 | 5 min | ROUND 3: Situation Update | Project slide; read injects |
| 12:20 | 3 min | ROUND 3: Inject + Private Card | Distribute Round 3 private cards |
| 12:23 | 15 min | ROUND 3: Individual Decision Prep | Each rep prepares |
| 12:38 | 3 min | ROUND 3: Decision Submission | Each rep submits |
| 12:41 | 12 min | ROUND 3: Facilitator Scoring | Score decisions |
| 12:53 | 27 min | ROUND 3: Cross-Industry Discussion & Results | Scores posted; Collective Bonus (Optional); IHS conditions |
| 1:20 | 15 min | Break | Restrooms, energy reset |
| 1:35 | 5 min | ROUND 4: Situation Update | Project slide; read final injects |
| 1:40 | 3 min | ROUND 4: Inject Distribution | Final market conditions; no private cards R4 |
| 1:43 | 15 min | ROUND 4: Final Individual Decision | Each rep makes final decision |
| 1:58 | 3 min | ROUND 4: Decision Submission | Each rep submits |
| 2:01 | 12 min | ROUND 4: Facilitator Scoring | Score final decisions |
| 2:13 | 27 min | ROUND 4: Cross-Industry Discussion & Results | Final discussion; Collective Bonus (Optional) |
| 2:40 | 10 min | Break + Facilitator Prep | Consolidate scores, prepare debrief |
| 2:50 | 15 min | Individual Reflections | Each rep shares 1–2 min highlights |
| 3:05 | 25 min | Cross-Industry Dynamics Discussion | Facilitator-led; inter-industry dependencies |
| 3:30 | 20 min | No-Regrets Actions & Takeaways | Consolidate actions; each rep states key takeaway |
| 3:50 | 40 min | Wrap-Up & Close | Feedback surveys, closing remarks, synthesis memo scheduling |
Resource Allocation (V7.4: 8-Hour Format)#
| Resource | 5 Industries | 7 Industries | 11 Industries | Notes |
|---|---|---|---|---|
| Facilitators | 1 lead + 1 helper | 1 lead + 1 helper | 1 lead + 1 helper (+ optional 2nd scorer) | Facilitator runs Collective Bonus + Market Shock |
| Observers | 0-3 (optional) | 0-3 (optional) | 0-5 (optional) | For debrief/training purposes |
| Room Size | 1,000 sq ft | 1,100 sq ft | 1,400–1,500 sq ft | Scale with participant count |
| Seating | Round-table (1 table) | Round-table or arc | Arc or 2 adjacent tables | 1 chair per industry rep |
| Chairs | 7-9 | 9-11 | 13-15 | Industry reps + facilitators + observers |
| Work Surfaces | 5 positions | 7 positions | 11 positions | Minimum 18" x 24" per rep |
| Projection Setup | 1 large screen (120"+) | 1 large screen (120"+) | 1 large screen or dual 80" | Central, elevated |
| Microphone | Optional | Optional | Recommended | Helps with 13+ people in room |
| WiFi Bandwidth | 10+ Mbps | 10+ Mbps | 10+ Mbps | For tech backup only |
| Printing (pages) | 100-150 | 150-200 | 250-350 | All materials including backups |
| Budget Estimate | $2,500–3,500 | $3,000–4,000 | $4,000–5,500 | Venue, catering (light), A/V |
| Pre-Setup Time | 2 hours | 2-3 hours | 3 hours | Materials, tech, room layout |
| Backup Materials | 15-20% extra | 15-20% extra | 15-20% extra | Industry cards, worksheets, injects |
Contingency Planning#
Technology Failures#
Projector Outage
- Backup: Large monitor (55"+) or secondary projector on-site
- Mitigation: Contact IT; have backup on standby
- Continuation: Printed inject cards; manual timer; flip chart for scoring
WiFi Disruption
- Backup: Paper worksheets (no digital submission)
- Mitigation: Dedicated hotspot available
- Continuation: Decisions collected manually
Laptop Crash
- Backup: Secondary laptop with presentation pre-loaded
- Mitigation: Test morning-of; cloud backup synced
- Continuation: Switch to backup within 5 minutes
Participant Contingencies#
Late Arrivals
- Participants arriving 10+ minutes late join at next natural break
- Quick industry briefing (5 min) from facilitator
- Direct to assigned industry position
Early Departures
- Confirm departure time during opening remarks
- If during active round, industry receives base case fallback for remaining rounds
- Optionally provide recording for reference
Illness/Emergency
- Evacuation plan posted; meet-up location established
- Exercise resumes 15 min after all-clear
- Backup industry cards available for alternates
No-Show for Assigned Industry
- If a participant doesn't arrive, that industry can be dropped from the exercise or absorbed by the facilitator as a base-case industry
- Facilitator adjusts Market Shock targets and Collective Bonus pool to exclude that industry
- Other participants are not affected
Content & Timing Modifications#
Timing Overruns
- Prioritize debrief time (most valuable learning activity)
- Shorten cross-industry discussion (select specific industry pairs instead of full group)
- Reduce or defer synthesis activity
Scoring Time with 11 Industries
- If scoring 11 decisions in 12 minutes is tight, have helper serve as second scorer
- Alternatively, score in priority order (most interesting/controversial decisions first) and announce remaining scores during discussion
- Pre-prepare scoring templates with industry-specific baselines
Technical Complexity
- Simplify inject cards if comprehension issues arise
- Extend processing time; reduce decision time
- Provide written summary of key inject points
Pre-Exercise Logistics Checklist (1 Week Before)#
- Confirm final participant count and industry assignments
- Select which industries are in play (if fewer than 11)
- Verify room reservation, access, parking
- Test all technology (projector, WiFi, timer, audio)
- Confirm catering order (beverages, snacks, lunch)
- Print all materials (industry cards, worksheets, injects, private cards from Private Cards, AI Adoption Arcs from AI Adoption Arcs)
- Prepare facilitator scripts and inject deployment schedule
- Brief facilitator and helper on process and timing
- Create backup materials and store in secure location
- Send reminder email: start time, location, parking info
- Prepare post-exercise feedback form
- Confirm observer assignments (if used)
Post-Exercise Logistics#
Immediately After (15–30 min)
- Collect all completed decision worksheets and scoring sheets
- Thank facilitators and helper; debrief on any issues
- Pack all printed materials securely
- Take photos of whiteboard/notes if applicable
Within 24 Hours
- Tally final scores and verify accuracy
- Photograph or scan participant feedback forms
- Compile summary of industry decisions and strategic patterns
- Send thank-you email to all participants
Within 1 Week
- Analyze feedback survey responses
- Prepare post-exercise debrief summary
- Archive all materials (digital and printed) in secure location
- Schedule follow-up session (if applicable)
Document Version: Project Threshold V7.4 — Room Setup & Logistics Guide Last Updated: March 2026 Format: Single 8-hour format, 11 industries (5–11 participants) + 1-2 facilitators, individual participant model, novice-friendly