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CONFERENCESTABLETOP GUIDELINES
RULES AND REGULATIONS
The rules and regulations contained herein are intended by the Investment Company Institute (ICI) to serve the best
interests of ICI, the Tax and
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How to fill out tabletop guidelines

How to fill out tabletop guidelines:
01
Start by reviewing the purpose of the tabletop exercise. Understand what specific goals or objectives you want to achieve through this exercise.
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Identify the key stakeholders who should be involved in the tabletop exercise. This may include representatives from various departments or teams within your organization.
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Create a detailed scenario or simulated event that will serve as the basis for the tabletop exercise. This could be a cyber attack, a natural disaster, or any other relevant incident that your organization may face.
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Develop a list of discussion questions or prompts that will guide the participants during the exercise. These questions should be designed to provoke critical thinking and stimulate discussions around the roles, responsibilities, and actions required in response to the scenario.
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Distribute the tabletop guidelines and scenario documentation to the participants well in advance of the exercise. This will give them time to familiarize themselves with the materials and come prepared.
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Schedule and facilitate the tabletop exercise. Ensure that all participants have a clear understanding of the guidelines and ground rules for the exercise. Encourage open dialogue, active participation, and collaboration among the participants.
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Document the discussions, decisions, and outcomes of the tabletop exercise. This will serve as a valuable reference for future preparedness planning and improvements.
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Evaluate the tabletop exercise after its completion. Gather feedback from the participants and identify areas of strength and areas that need improvement. Use this feedback to enhance future exercises or update your tabletop guidelines.
Who needs tabletop guidelines:
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Organizations or businesses that want to assess their preparedness and response capabilities in the event of a crisis or emergency situation.
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Any organization that wants to strengthen its crisis management capabilities, enhance communication and collaboration among teams, and mitigate the potential impact of a crisis on its operations.
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