This case study tells the story of San Jose, California, one of the first 27 cities in the country to participate in a federal domestic preparedness program. Between 1997 and 1999, a specially created city task force mounted several full-scale terrorist attack exercises, but—despite the best of intentions—found all of them frustrating, demoralizing, and divisive, creating ill will between the exercise planners and the first responders. In response, the San Jose task force took a step back and analyzed their situation. In place of traditional full-scale exercises, San Jose drew on several existing prototypes to create a new “facilitated exercise” model that emphasized teaching over testing, and was much better received by first responders. For teaching flexibility, the case has been divided into three parts.

The main case describes San Jose’s early experience, ending at a crucial moment, when the task force was forced to face the fact that its approach was not working. It is designed to spark a class discussion about what seems to be going awry, and how the problems might be solved.

Sequel 1 (1815.1) is designed to be read in the middle of class. It describes the new facilitated exercise model in brief. Students could then be asked to assess the approach taken by San Jose.

Sequel 2 (1816.1) is designed as a “take away,” to be given out at the end of class. It includes the reflections of the emergency service providers in San Jose about the facilitated exercise model. It would also be possible assign students to read all three parts before class, and to hold a retrospective discussion about how San Jose analyzed and responded to its problem. Funding provided by the US Centers for Disease Control and Prevention through the National Preparedness Leadership Initiative.