Active Shooter Run Hide Fight Drill Evaluation
Use this Active Shooter Run Hide Fight Drill Evaluation template to document how staff announce the threat, secure the unit, move occupants, and reunify safely after the drill.
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Overview
This template is a drill evaluation form for active shooter response in healthcare settings. It walks the evaluator through setup, threat announcement, lockdown or shelter-in-place, evacuation or other protective action, communication and accountability, reunification, and post-drill corrective actions.
Use it when you need to document how a unit actually performed during a planned exercise, not just whether a policy exists. It is especially useful in hospitals, outpatient clinics, behavioral health units, and other care areas where patients, visitors, and staff may need different protective actions depending on the scenario. The template helps capture observable details such as whether the announcement was clear, whether doors secured, whether occupants were moved out of sight, and whether security and incident command were notified.
Do not use this template as a generic emergency drill log for unrelated events. It is not meant for fire drills, severe weather drills, or code blue response reviews. It is also not the right tool for an unplanned real-world incident report, where the focus shifts to incident documentation, clinical follow-up, and after-action reporting. If the drill did not include the affected care area, or if the scenario was too limited to test notification, movement, and accountability, note that limitation in the setup section so the findings are not overstated.
Standards & compliance context
- This template supports emergency action planning and drill documentation practices commonly associated with OSHA general industry requirements and healthcare emergency preparedness programs.
- It also aligns with NFPA life-safety and emergency response expectations by documenting notification, egress decisions, and post-event recovery steps.
- For healthcare organizations, the reunification and accountability sections help demonstrate that patient, visitor, and staff movement is controlled and traceable during an emergency.
- Use the template alongside your facility’s written emergency plan, incident command procedures, and local Authority Having Jurisdiction requirements.
- If your organization uses accreditation or internal readiness standards, keep the completed drill record as evidence of training, evaluation, and corrective action follow-through.
General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.
What's inside this template
Drill Setup and Scenario Control
This section matters because it defines the drill scope, protects real patients and visitors, and makes the rest of the evaluation interpretable.
- Drill scenario and objectives were communicated to evaluators
- Drill start time and location were documented
- Exercise controllers ensured the drill did not create unintended patient or visitor risk
- Applicable unit(s) and care areas were included in the drill scope
Threat Announcement and Notification
This section matters because the first minutes of the response depend on clear, timely notification reaching the right people.
- Threat announcement was issued promptly after recognition of the simulated threat
- Announcement used clear, standardized active shooter language
- Announcement was audible or visible to the affected area
- Notification reached leadership, security, and switchboard/communications staff
- Method used for notification
Lockdown and Shelter-in-Place
This section matters because it shows whether the unit can quickly reduce exposure by securing doors, hiding occupants, and controlling movement.
- Doors were locked or secured in accordance with unit procedures
- Patients, visitors, and staff were moved out of sight and away from doors/windows
- Lights were turned off and noise was minimized where appropriate
- Staff accounted for occupants in the immediate area
- Lockdown barriers or access controls functioned as intended
Evacuation and Protective Action
This section matters because staff must choose the safest action for the scenario, not default to one response for every threat.
- Staff selected the appropriate protective action for the scenario
- Evacuation routes were used when safe and did not expose occupants to the simulated threat
- Patients requiring assistance were moved using appropriate transport or assistance methods
- Staff avoided re-entry into the hazard area until cleared by security or incident command
Communication, Accountability, and Reunification
This section matters because a drill is incomplete if leadership cannot account for occupants or safely bring them back together after the threat is cleared.
- Communication with security, incident command, and external responders was established
- Staff accountability process was initiated and documented
- Reunification plan was identified or activated after the threat was resolved
- A safe reunification location was designated
Post-Drill Review and Corrective Actions
This section matters because the value of the drill depends on documenting deficiencies, assigning owners, and closing the loop on fixes.
- Deficiencies or non-conformances were documented
- Corrective actions were assigned with an owner and due date
- Inspector overall assessment
How to use this template
- Enter the drill date, start time, location, scenario, and affected care areas before the exercise begins so the evaluation matches the actual scope.
- Assign an evaluator to observe the drill and record what staff did at each stage, including the announcement method, lockdown actions, movement of occupants, and communication steps.
- Walk the unit in the same order the response unfolded and mark each item with specific observations, not just a pass or fail judgment.
- Document every deficiency or non-conformance immediately, including any door, communication, accountability, or reunification gap that could affect safety.
- Assign each corrective action to an owner with a due date, then review the findings with leadership, security, and unit management after the drill.
- Close the loop by updating the drill record with follow-up evidence, such as retraining, equipment fixes, or revised procedures.
Best practices
- Use scenario language that matches your facility’s actual emergency code terminology so staff are evaluated on the words they are expected to hear and use.
- Record whether the announcement reached the affected area by sound, visual alert, overhead paging, or another approved method, because notification failures are often location-specific.
- Treat door security, access control, and visibility from corridors as critical items when the scenario depends on effective lockdown.
- Note whether patients needing assistance were moved with realistic transport methods, such as wheelchairs, stretchers, or staff-assisted relocation, rather than assuming everyone can self-evacuate.
- Photograph or otherwise document broken locks, blocked exits, or failed communication points at the time of the drill so the evidence is tied to the observation.
- Separate shelter-in-place performance from evacuation performance so the review shows whether staff chose the right protective action for the scenario.
- Include security, switchboard, and incident command in the evaluation whenever the drill tests escalation beyond the unit level.
- Track reunification as a distinct step, because many drills stop at lockdown and never verify how occupants are brought back together safely after the threat is cleared.
What this template typically catches
Issues teams running this template most often surface in practice:
Common use cases
Frequently asked questions
What does this Active Shooter Run Hide Fight Drill Evaluation template cover?
It covers the full drill flow from setup and threat announcement through lockdown, evacuation or shelter-in-place, accountability, reunification, and corrective actions. The template is written for healthcare settings where patients, visitors, and staff may all be present. It helps evaluators record what happened, what worked, and where the response broke down. It is not a policy template; it is an inspection and audit record for a specific drill.
Which areas should be included in the drill scope?
Use it for the unit, department, or care area where the simulated threat is introduced, plus any adjacent areas that would realistically be affected by the response. In healthcare, that often includes patient rooms, nurses’ stations, corridors, waiting areas, and support spaces. If the scenario crosses multiple zones, document each area separately so the findings are traceable. The scope should match the actual movement and communication path, not just the starting room.
How often should an active shooter drill be evaluated with this template?
Use it whenever your organization conducts a planned drill, tabletop-to-functional exercise, or unit-level response test. Many facilities run drills on a recurring schedule tied to emergency preparedness programs, accreditation readiness, or internal training cycles. The key is consistency: use the same template each time so trends in notification, lockdown, and reunification can be compared. If the scenario changes materially, note that in the setup section.
Who should complete the evaluation?
A trained evaluator, safety officer, emergency preparedness lead, or unit leader should complete it while observing the drill. In healthcare, it is helpful to have someone who understands patient movement, access control, and incident command roles. The evaluator should not be the only person running the drill, because they need to observe actual performance. If multiple observers are used, assign one person to consolidate findings and corrective actions.
Does this template align with OSHA or other regulatory expectations?
Yes, it supports emergency action planning and drill documentation expectations commonly associated with OSHA general industry requirements, as well as healthcare emergency preparedness practices. It also fits well with NFPA life-safety planning and incident response documentation. For hospitals and clinics, it can support internal readiness programs and accreditation evidence. The template does not replace your facility’s written emergency plan or local authority requirements.
What are the most common mistakes this drill evaluation catches?
Common issues include delayed threat announcement, unclear language, doors that do not secure properly, staff leaving patients visible from the doorway, and poor accountability after the initial response. Another frequent gap is choosing the wrong protective action for the scenario, such as moving people through an exposed corridor when sheltering would have been safer. The template also helps identify breakdowns in communication with security, switchboard, and incident command. Those findings are easier to correct when they are recorded immediately during the drill.
Can this template be customized for different hospital units or clinics?
Yes, and it should be. A behavioral health unit, outpatient clinic, emergency department, and inpatient med-surg floor will not use the same movement, locking, or reunification steps. You can tailor the scenario, unit scope, and accountability method while keeping the same core evaluation structure. That makes it easier to compare performance across departments without forcing every area into the same response pattern.
How does this compare with an ad-hoc drill note or email recap?
An ad-hoc recap usually misses timing, scope, and accountability details, which makes follow-up inconsistent. This template gives evaluators a structured walk-through of the drill so deficiencies are captured in the order they occurred. It also creates a clearer corrective-action trail with owners and due dates. That makes it much easier to prove the drill was observed, reviewed, and improved over time.
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