Separate audience — for whoever runs this training, not the trainee.Sequencing for a cohort. Modules 1–5 as foundational reading before any live practice. Module 6 (Advisory Layer) works best held back until after Drill 3 — trainees need to be fluent at basic bridging before they’re ready to also challenge a requirement’s validity; introducing it earlier tends to produce premature, poorly-timed pushback on clients.
Running Drill 3 (Live-Fire). The shadow’s job is to log, not intervene — resist the urge to correct in real time, since the value is in the post-call gap between the trainee’s self-assessment and the log. Use a simple three-column log: timestamp, what was said, which pattern (if any) it matches.
Running Drill 4 (Conflict Mapping). The most common facilitator mistake is choosing scenarios where the “right answer” is too obvious. A good genuine-conflict scenario should be one where a trainee’s first instinct is to smooth it into a compromise — that instinct is exactly what the drill is training against.
Calibrating answer keys. For Drills 1 and 4, expect 10–15% of statements to be legitimately borderline between two levels. Don’t try to eliminate this — it’s realistic, and part of the answer key should explicitly mark “reasonable disagreement here” rather than forcing false precision.
The most common trainee resistance point. Almost universally, it’s Module 6 — trainees are far more comfortable being thorough note-takers than being the person who tells a client their requirement might be wrong. Budget real discussion time here, not just drill time; this is a confidence and relationship-skill gap more than a conceptual one.
Debrief structure (any drill): what did you tag correctly, where did you disagree with the key and why, and — the question that actually builds the skill — what would you do differently on the very next call.