Training & Readiness

Train Your Team to Spot the Problem While It's Still Small

Most bad outcomes are not a failure of effort. They happen because a team acted on optimistic reporting, missed the moment to escalate, or trusted information from a party with a stake in the answer. Fidelis runs tabletop exercises and decision training that put your leaders through those moments in a controlled setting, so they handle them better when it counts. Exercises are designed and led personally by Fidelis's founder, drawing on a career in national security and counterintelligence.

These engagements stand on their own, or reinforce advisory work in insider risk, technology protection, enterprise security, and resilience.

Discuss a Training or Tabletop Engagement →

What a Session Looks Like

Sample resilience tabletop. Your leadership team gets fragmentary reports of a vendor breach late on a Friday. Over ninety minutes, Fidelis injects conflicting updates, an interested party's reassuring status report, and a media inquiry. The team has to decide what they actually know, what they are only assuming, and when to escalate. Exercises like this reliably surface where reporting channels break down and where optimism quietly stands in for verification. Everyone leaves with a written after-action report and a short list of what to fix.

What Changes for Your Team

After a Fidelis engagement, your people are measurably better at the things that decide outcomes:

  • Separating confirmed fact from optimistic reporting under time pressure
  • Recognizing the escalation point earlier, before options narrow
  • Noticing which of their information sources have a stake in the answer
  • Running a cleaner, more deliberate decision process the next time it is real

Offerings

Decision Discipline Workshop

For: leadership and operating teams. Through worked cases, your team practices separating verified fact from assumption, optimism, and secondhand reporting, then applies it to a live decision of their own.

Insider Risk Awareness for Leaders

For: managers, security, HR, legal, and operations. A working session on the early, human indicators of insider risk and the escalation points that are easy to miss, without turning your culture into a surveillance operation.

Resilience Tabletop Exercise

For: senior leadership and crisis teams. A facilitated scenario that tests your crisis plan, communication flow, roles, and decisions before a real incident does. You get an after-action report mapping where the plan held and where it did not.

Red Team Decision Exercise

For: leadership and response teams. Fidelis plays an adversary or interested party while your team works a live decision, exposing assumptions, reporting gaps, and response options that do not survive contact.

Private Client Project Risk Briefing

For: family offices, estate managers, advisors, and fiduciaries. A focused briefing on how significant private projects go wrong and the questions that surface trouble early, tailored to the people who protect the principal's interests.

Sensitive Information Protection Training

For: teams handling proprietary information, research, or trusted access. Practical training on how sensitive information and technology are actually lost, through people, partners, and travel, and how to protect it without slowing the work.

Formats

  • Executive briefing
  • Half-day workshop
  • Full-day workshop
  • Tabletop exercise
  • Red-team decision exercise
  • Custom program

What Each Engagement Includes

  • Pre-exercise planning call
  • Scenario design tailored to your organization
  • Facilitation, led by Fidelis's founder
  • Participant discussion guide
  • After-action report
  • Recommended next steps

Ready to pressure-test your team?

Discuss a training or tabletop engagement with Fidelis Management Services through the Contact page.