Disaster Surge Capacity Drill Evaluation
Evaluate how well your facility can expand care during a disaster surge. Capture gaps in triage, staffing, beds, and supplies so you can improve response before the next event.
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What's inside this template
Drill Activation and Command Structure
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Incident command structure activated
Confirm that the incident command system or equivalent emergency structure was activated according to procedure.
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Roles and responsibilities clearly assigned
Verify that command, triage, treatment, logistics, and communications roles were assigned without delay.
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Communication channels functional
Assess whether radios, phones, overhead paging, or other designated communication methods were available and used effectively.
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Drill objectives briefed to participants
Confirm that participants received a clear briefing on drill objectives, scenario assumptions, and evaluation expectations.
Triage and Patient Flow
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Triage acuity assigned appropriately
Evaluate whether patients were categorized according to established triage criteria and clinical urgency.
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Triage area established and staffed
Verify that a designated triage area was set up and staffed with appropriate personnel.
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Patient flow managed without unsafe bottlenecks
Assess whether patient movement from triage to treatment, observation, transfer, or discharge remained orderly and safe.
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Decontamination or isolation needs identified
Confirm that any patients requiring isolation, decontamination, or special handling were identified and routed appropriately.
Bed Capacity and Patient Placement
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Surge beds identified and opened
Confirm that available surge beds were identified, prepared, and opened according to the surge plan.
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Appropriate patient placement by acuity
Assess whether patients were placed in units or areas matching their acuity and care needs.
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Discharge or transfer processes used to create capacity
Verify that discharge planning, transfer coordination, or other capacity-creating measures were initiated when needed.
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Non-clinical spaces converted safely
Assess whether alternate spaces were converted for patient care in a safe, organized, and compliant manner.
Staffing and Resource Management
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Additional staff mobilized promptly
Confirm that on-call, float, or supplemental staff were contacted and arrived within the expected timeframe.
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Staffing levels matched patient demand
Evaluate whether staffing was sufficient for triage, treatment, transport, documentation, and support functions.
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Staff assignments posted and understood
Verify that staff knew their assignments, reporting locations, and escalation contacts.
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Fatigue and relief coverage addressed
Assess whether breaks, shift relief, and fatigue mitigation were considered during prolonged operations.
Supply Chain and Critical Supplies
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Critical supplies available at point of care
Verify that essential supplies such as dressings, IV materials, oxygen, and PPE were available where needed.
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Supply chain escalation process used effectively
Assess whether shortages were communicated and replenishment requests were escalated through the correct channels.
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Equipment and medication tracking maintained
Confirm that high-use equipment and medications were tracked to prevent loss, duplication, or delay.
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Alternative supply sources identified
Verify that backup vendors, internal caches, or mutual aid options were considered for extended surge conditions.
Common use cases
Frequently asked questions
What is this template used for?
Use it to evaluate how a hospital or facility performs during a disaster surge drill. It helps teams document whether command, triage, bed expansion, staffing, and supply processes worked as intended.
Who should use this evaluation template?
It is a good fit for emergency management, nursing leadership, operations, and quality teams involved in drill planning or after-action review. Facilities can also use it to compare performance across multiple exercises.
Can this template be adapted for different drill scenarios?
Yes. It works for mass casualty events, weather-related surges, evacuation support, and other capacity stress tests. You can customize the checklist items and scoring to match your scenario and facility size.
What outcomes should we expect from using it?
The template helps you identify bottlenecks before a real incident, such as delayed triage, unclear roles, or supply shortages. It also creates a consistent record for follow-up actions and readiness reporting.
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