M08 and M09 asked: can this participant take the journey at all? M10 asks: how do we prepare them for it? The iETA three-space framework — healthspace, mindspace, lifespace — now transitions from an eligibility tool to a preparation architecture. The same three domains that organized the screening now organize the preparation plan. This continuity is intentional and distinguishes iETA-trained facilitators from those trained to minimum compliance standards.
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1Use scope-appropriate language in all preparation conversations — distinguishing clinical terms from facilitation language, avoiding outcome promises, and maintaining participant agency throughout.
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2Explain the concept of inner guidance and its role in preparation — how the facilitator supports the participant in accessing their own knowing rather than prescribing an approach — and guide a clean intention-setting process that names a direction without prescribing a result.
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3Co-design a complete preparation plan covering set and setting, logistics, informed consent, and pre-session practical considerations — ensuring the participant is an active co-creator, not a passive recipient.
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4Assemble a participant-directed safety plan — including post-session support thresholds, transportation, and facilitator contact protocols — brief a support person in plain language, and adapt safety planning for group session contexts.
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5Deliver a complete pre-journey briefing to a participant and support person — covering preparation summary, what to expect, safety plan review, logistics confirmation, and final consent — in language that is accurate, honest, and empowering.
| Source | Code | Standard | Lesson Coverage |
|---|---|---|---|
| CO NMTP | J.1 | How to obtain informed consent | L2 primary · L3 supporting · OSCE |
| CO NMTP | J.2 | How to complete and collect participant information forms and intake interviews | L2 — primary |
| CO NMTP | J.3 | Providing accurate information about current research on the efficacy of natural medicines and facilitator scope of practice | L1 — primary (honest expectation-setting + scope language) |
| CO NMTP | J.4 | Discussion of the concept of trusting inner guidance — Inner Healing Intelligence, Inner Genius, The Self, Wise Mind, Soul, or Spirit — as it applies to the participant's preparation and orientation toward the experience | L1 — primary · Aligned with Inner EDGE program identity |
| CO NMTP | J.5 | Appropriate strategies to discuss facilitator safety concerns, including identification of participant's support system | L3 — primary |
| CO NMTP | J.6 | Discussion of the facilitator's role and the limits of facilitator scope of practice in the preparation context | L1 — primary (language section + scope framing throughout) |
| CO NMTP | J.7 | Discussion of the state of scientific research for natural medicines and limitations of this research | L1 — supporting (honest expectation framing) |
| CO NMTP | J.8 | Discussion of set and setting — environmental considerations for administration sessions; expanded in iETA as the six preparation coordinates | L2 — primary (Coordinates 2–6) |
| CO NMTP | J.9 | Discussion of reasonable expectations regarding participant outcomes | L1 — primary |
| CO NMTP | J.10 | Identification of participant safety concerns including medical history, contraindicated medication, and psychological instability | L2 — supporting (eligibility reconfirmation within Coordinate 3) |
| CO NMTP | J.11 | Communication standards — participant contact protocols and between-session communication limits | L3 — primary |
| CO NMTP | J.12 | Determination of whether the participant should participate in the administration session | L2 — supporting (preparation-phase eligibility reconfirmation) |
| CO NMTP | J.13 | Participant-directed discussion of a safety plan to address identified safety concerns and transportation plan for the administration session | L3 — primary · OSCE |
| CO NMTP | J.14 | Historical and indigenous modalities of preparation for facilitation and administration of natural medicines | L1 — supporting (contextual acknowledgment) |
| iETA | A.3 / Codex | Scope-appropriate language in preparation conversations — avoid/use framework for clinical terms, outcome claims, and agency-preserving communication. iETA addition: language as professional identity and participant safety practice. | L1 — primary · woven through L2 + L3 |
| iETA | Inner EDGE | The six preparation coordinates (Why · With Whom · When · Where · What Amount · How) as the iETA expansion of set and setting — organizing the full preparation arc as co-designed conditions, not facilitator-determined checklist. iETA signature framework. | L2 — primary · Preparation Plan template |
Direct prerequisites: M09 (Screening — participant has been screened and cleared). Students must have their completed M09 portfolio materials and the participant's three-space screening picture before beginning M10. A participant who has not been through M09 screening cannot begin preparation. Forward connections: M10 prepares both the participant and the facilitator for M11 (Administration). The preparation plan, safety plan, and support person briefing built in M10 all become active documents in M11. The pre-journey briefing OSCE tests the handoff between M10 and M11. Note on group sessions: L3 introduces group session safety planning adaptations; full group facilitation is addressed in M15.
Module 10 satisfies the full Colorado NMTP Section J requirement (10 hrs) for preparation competency. J.1 (informed consent) is introduced in M02 Ethics and deepened here in M10 as applied practice — M10 is where students draft and conduct consent conversations in a preparation context. J.3 (accurate research information) and J.6 (facilitator role and scope limits) are woven through L1's language section and expectation-setting lecture. J.4 (inner guidance) is addressed in L1 as a dedicated topic — it is also the philosophical foundation of the Inner EDGE program identity. J.14 (historical and indigenous modalities) is shared across M07 and M10 — M07 addresses cultural context broadly; M10 addresses it specifically in the context of preparation practice. OSCE passage (≥70%) in the pre-journey briefing station constitutes the documented competency evidence for Section J. All rubrics must be retained with assessor signatures.
Preparation is the first time in the program that the facilitator is not assessing — they are co-creating. The participant has been cleared. The eligibility question is answered. The work now is relational and collaborative: helping the participant develop a clean intention, design conditions that support their experience, and build a safety plan they actually own. Everything in this module is participant-led. The facilitator structures, the participant fills.
Two things to hold as you teach M10. First: language matters more here than anywhere else in the program. The preparation conversation is the longest and most intimate contact the facilitator has with the participant before the session. The words used in that conversation — whether they preserve or undermine participant agency, whether they make honest or overclaiming statements about what the experience will be like — shape the participant's expectations and emotional state for everything that follows. L1 opens with this explicitly. Keep returning to it through L2 and L3.
Second: the preparation plan, safety plan, and support person briefing are not documents the facilitator creates for the participant. They are documents the facilitator and participant create together. A participant who receives a completed safety plan to sign has a different experience than one who built it. The difference shows up in the session.
Students must arrive with their M09 portfolio materials and a hypothetical participant from the M09 screening exercise. M10 builds on a specific cleared participant profile — not an abstract template. The preparation tools developed in M10 become the live documents the student will use in M11 Administration. Treat them accordingly from the first session.
- iETA Language Quick Reference card (T3 version in SG)
- Intention-setting guide (T3 version in SG)
- Preparation plan template (T3 version in SG — portfolio artifact)
- Safety plan template (T3 version in SG — portfolio artifact)
- Support person briefing script (T3 version in SG)
- Pre-journey briefing checklist (T3 version in SG — session day document + OSCE prep reference)
- Screening scenario cases from M09 (students' own work)
- OSCE assessor packets — 2 per station
- Review Colorado NMTP Section J requirements in the iETA Curriculum Alignment Matrix
- Prepare a sample intention-setting conversation to model in L1 — students need to see this done before they practice it
- Know the iETA language table cold — you will need to redirect clinical language in real time throughout all three lessons
- Confirm students have a specific cleared participant profile from M09 to work from
- Prepare the group session adaptation scenario for L3
- Prepare 2 OSCE scenario versions before the assessment window
Return to the warm-up board. Walk through each sentence and identify the language pattern it represents. You are not embarrassing students — you are showing them that these patterns are instinctive, not careless, and that replacing them takes deliberate practice.
Then introduce the language framework. The avoid/use/why table is not a list of rules to memorize. It is a map of the underlying principles: if a word implies clinical authority you don't have, find one that doesn't. If a word removes participant agency, find one that restores it. If a word promises an outcome, add a hedge or remove the predictive framing. Those three principles generate the specific substitutions — and they apply to words not yet on the list.
| Avoid | Use Instead | Why It Matters |
|---|---|---|
| AMOUNT & INTENSITY — highest-risk category in preparation conversations | ||
| Dose / dosage Hard stop | "Amount" or "natural medicine amount" | Prescribing language. Implies clinical authority the facilitator does not hold. This is a scope boundary, not a stylistic preference. |
| High dose / low dose | "A more intensive experience" / "an introductory experience" | Removes clinical classification framing. Describes the participant's experience rather than implying the facilitator is dosing them. |
| Threshold dose / heroic dose Do not use | "A starting-point amount" — "heroic dose": avoid entirely | "Heroic" glamorizes intensity and contradicts the program's pacing philosophy. "Threshold" is pharmacological framing outside facilitator scope. |
| Microdose Keep | Microdosing / microdose service | Established regulatory service category under Colorado NMTP. Use it — but make clear it is a distinct and separate service pathway, not simply "a small amount." |
| OUTCOME LANGUAGE — what the experience will be like | ||
| "This will help you heal / treat / cure" Hard stop | "Some people report..." / "Research suggests potential benefit for..." | Outcome promises are clinical claims and legal liability. The facilitator cannot guarantee outcomes. Honest framing protects both parties. |
| "You will feel..." / "This will make you..." | "Many people experience..." / "Some people find that..." | Individual responses vary significantly. Predictive language sets expectations that may not be met and positions the facilitator as controlling an experience they do not control. |
| "The medicine will do the work" | "The experience tends to amplify what you bring to it" | Removes participant agency and sets passive expectations. iETA's philosophy positions the participant as an active co-creator, not a passive recipient. Language should reflect that from the first preparation session. |
| AGENCY LANGUAGE — who is in charge of what | ||
| "I'll take you through this" / "I'll guide your journey" | "I'll hold the space while you move through this" | The facilitator supports and holds — they do not direct or lead. Language that positions the facilitator as driver contradicts the participant empowerment philosophy that runs through the entire program. |
| "You should / you need to / you must" | "Many people find it helpful to..." / "One approach that tends to work well is..." | Directive language removes autonomy. The facilitator offers perspective — the participant makes decisions. Always. |
- The clinical creep: Students who completed M08 with solid clinical content knowledge will bring clinical vocabulary into preparation conversations. "Your serotonin levels," "your symptoms," "the therapeutic effect" — redirect each one as it appears. The redirect is not punitive; it is coaching.
- The enthusiast: Students who are personally passionate about this work often make unguarded outcome claims. "This will change your life" is the most common. Name it: "That's your experience speaking. The participant deserves honesty about uncertainty, not your enthusiasm."
- The passive frame: "Trust the process," "let the medicine do its work," "surrender to it" — these are common in facilitation circles and feel supportive. Redirect toward the agency language above without dismissing the underlying insight.
Intention vs. outcome desire (J.4, J.9): The distinction matters because psilocybin experiences reliably amplify whatever orientation the participant brings in. A participant approaching with tight outcome expectations ("I will heal this specific thing today") may struggle when the experience takes an unexpected direction — which it often does. A participant approaching with an open intention ("I want to explore this part of my life with fresh eyes") has more flexibility to navigate whatever arises. The facilitator's job in intention-setting is not to produce a clean intention — it is to help the participant notice when what they've named is a desired outcome rather than an orientation, and to gently open the framing.
This is among the more nuanced facilitation skills in the program. It requires the facilitator to be genuinely curious without being leading, to reflect back without correcting, and to help the participant find their own words rather than adopting the facilitator's. The intention-setting guide provides a sequence; the quality of the facilitator's presence in that sequence is what makes it useful.
"What is the difference between 'I intend to heal my anxiety' and 'I intend to understand what's underneath my anxiety'? Have partners take 3 minutes to discuss, then share one example each." The first is an outcome hope masquerading as an intention. The second names a direction the participant can actually navigate.Inner guidance — trusting what the participant already knows (J.4): Colorado NMTP J.4 requires facilitators to discuss the concept of trusting inner guidance — what different frameworks call Inner Healing Intelligence, Inner Genius, The Self, Wise Mind, Soul, or Spirit. This is not a peripheral topic. It is the philosophical core of what preparation is for — and it is named in the iETA program identity itself. "Inner EDGE" is not incidental language. It names the conviction that what the participant is preparing to access is already within them. The facilitator is not delivering an experience to the participant. They are helping the participant create the conditions to access something they carry.
In the preparation conversation, this principle is practical: the facilitator is not the authority on what the participant needs or what will help them. The participant's own sense of what they're seeking, what feels true, what matters — that is the compass. The facilitator's role is to help them hear it more clearly, not to override it with clinical frameworks or outcome prescriptions. When the participant says "I don't know what I want from this — I just feel like it's time," that is inner guidance speaking. The facilitator's response should honor that knowing, not redirect it toward a more articulable goal.
Different participants will relate to this concept through different language — spiritual, psychological, somatic, philosophical. The facilitator does not impose a framework. They meet the participant in the language the participant brings. A participant who speaks in terms of soul receives that language. A participant who speaks in terms of the nervous system receives that language. The underlying concept is the same: something in this person already knows the direction. Preparation helps them listen to it.
"Think about a moment in your own life when you knew something — before you could explain why you knew it. How did that feel different from a decision you reasoned your way into? That's the faculty we're preparing the participant to trust." This grounds J.4 in embodied experience rather than abstract philosophy.Honest expectation-setting (J.9, J.7, J.3): Participants almost always arrive with expectations shaped by popular media, social circles, or personal research — and those expectations are often either more dramatic or more clinical than the actual range of experience. The facilitator's role is to offer an honest, research-grounded picture of what the experience may involve — without dampening curiosity or overclaiming. The key phrases are "many people experience," "some people find," and "the research suggests." These phrases are not hedges designed to manage liability. They are accurate descriptions of what is actually known about a highly variable experience.
What to cover in expectation-setting: the general arc of a session (onset, intensification, peak, gradual return — addressed fully in M11 Administration); the variability of response including the possibility of difficult or unexpected content; the distinction between a challenging experience and a harmful one; the importance of not having fixed ideas about what "a good session" looks like; and the principle that preparation quality significantly influences how the participant moves through whatever arises.
Historical and indigenous modalities (J.14): Preparation for experiences with natural medicines has deep roots in indigenous and ceremonial traditions worldwide — long before clinical or regulatory frameworks existed. Facilitators trained in Colorado NMTP operate in a specific regulatory and clinical context that differs substantially from traditional ceremonial contexts. Acknowledging these lineages is both ethically appropriate and practically relevant: some participants will arrive with prior ceremonial experience, and their frame of reference may differ significantly from the preparation model being offered here. The facilitator can acknowledge the richness of these traditions, note that this preparation process reflects a different but related context, and remain genuinely curious about the participant's prior experience without appropriating ceremonial language or claiming expertise they do not have. This was addressed in depth in M07; here it is applied specifically to preparation practice.
- Correcting the intention: Students sometimes want to "fix" a participant's intention if it sounds outcome-focused. The facilitator's role is to ask questions that open the framing — not to tell the participant their intention is wrong. "What would it feel like to approach this with a slightly wider lens?" is a question. "That's more of a goal than an intention" is a correction. The first keeps agency with the participant.
- Over-selling the experience: Intention-setting conversations sometimes drift toward enthusiasm about what the experience offers. Keep the honest framing present: "some people find," "many people experience," "the research suggests." Not because the facilitator is pessimistic, but because honesty is the foundation of a real therapeutic container.
Use this sequence as a structure, not a script. The facilitator's presence and genuine curiosity within each phase matters more than the questions themselves. The participant should do most of the talking.
- "What brings you to this now? Not what you hope will happen — but what's drawing you here?"
- "If you had to describe what you're moving toward — not the destination, but the direction — what would you say?"
- "Is there anything in your life right now that feels especially present or alive for you — something you're in the middle of?"
- "When you imagine sitting with yourself in a quiet space with more time and clarity than you usually have — what comes up?"
- "What you're describing sounds like something you're hoping will happen — which makes total sense. I'm curious what it would feel like to approach this with a slightly more open question. What if instead of a destination, you held a direction?"
- "What would it mean to show up to this experience curious rather than expecting something specific? What might change?"
- "If you were going to name this intention in one sentence — not a goal, but a direction — what would it be?"
- "Does that feel true? Is there a word in there that doesn't quite fit — something you'd want to change?"
- "Let me write that down exactly as you said it. [Write it.] Does that feel right when you hear it back?"
- "This is a living thing — we can revisit it before the session if something shifts for you."
- Round 1: facilitator conducts intention-setting, observer notes. 8 min
- Partner debrief — one specific language moment from each. 4 min
- Round 2: switch roles. 8 min + 4 min debrief
Intention-setting session + language audit (portfolio artifacts): Conduct a full intention-setting conversation with your practice participant (from M09) using the five-phase guide. Record the participant's final intention in their exact words. Then review your language — identify at least two moments where you defaulted to a language table violation and write your revised version. Both the intention record and the language audit are portfolio artifacts.
The concept of set and setting is well established in psychedelic facilitation — mindset and environment as two primary non-pharmacological determinants of the experience. The iETA framework expands this into six practical coordinates, each requiring its own conversation with the participant. They are not independent checkboxes — they inform each other. Who the participant travels with affects where the session takes place. When it happens affects how much preparation time is available. These are worked through in order, but held as a system.
Coordinate 2 — With Whom: Companionship & Support (J.5)
Who is present during the experience matters profoundly — for safety, comfort, and the quality of what the participant is able to access. This coordinate has two parts. First: the facilitator-participant relationship itself. The quality of trust, clarity of role, and consistency of contact leading up to the session constitute the relational container. Second: the support person named in M08C and confirmed in M09. The support person needs to be identified, briefed, and have a clear role — not just a name on a plan. In group contexts, this also includes co-facilitator roles and participant-to-facilitator ratios.
Coordinate 3 — When: Timing (J.10, J.12)
Timing is not a scheduling detail — it is part of the terrain. The participant's emotional bandwidth, current stress load, obligations in the surrounding days, and recovery time available afterward all shape how the experience unfolds. A participant scheduling a session between a difficult family event and a high-stakes work deadline is not choosing optimal timing — and the facilitator has both the right and the responsibility to name that. Readiness is not about urgency or courage. It is about having the space to fully enter and return well.
The eligibility reconfirmation lives here: a brief check that nothing significant has changed since M09 screening. This is not a full re-screening — it is a check-in: "Has anything significant changed for you healthwise since we last met? Any changes to medications? Anything that's happened in your life that feels important for me to know?" If something significant has emerged, the facilitator may need to pause and return to M09 protocols.
Coordinate 4 — Where: Environment & Set/Setting (J.8)
Set and setting describes the two most significant non-pharmacological determinants of a psilocybin experience. Set — mindset, emotional state, and intentions going in — is what we worked on in L1. Setting encompasses the physical environment (the room, sound, light, temperature, comfort elements), the relational environment (who is present, the quality of the facilitator-participant relationship), and the logistical context. The nervous system registers environment before conscious thought arrives — privacy, predictability, physical safety, and manageable sensory input help the body stay regulated as perception shifts.
The facilitator's role is to bring knowledge of what conditions tend to support versus complicate the experience — and then co-design with the participant based on their specific needs, preferences, and life context. A participant who is sound-sensitive needs different environmental design than one who finds silence uncomfortable. The three-space framework from M08 applies: what does this participant's healthspace require from the physical environment? What environmental qualities will support their current mindspace? What setting fits their lifespace realistically?
"Think about your practice participant from M09. Based on what you know about their three-space picture — what one environmental consideration would you want to be sure to address with them? Name it to your partner."Coordinate 5 — What Amount: Natural Medicine Amount (J.8)
Amount influences not just intensity, but duration, vulnerability, and the level of support the experience requires. This is a preparation conversation — not a prescription. The facilitator does not determine the amount; they inform the conversation and the service center's protocols govern what is available. What the facilitator can do is help the participant understand how amount tends to affect the arc and quality of the experience — so the decision is made with clarity rather than assumption, escalation impulse, or external comparison. A participant who says "I want to go as high as possible" is telling the facilitator something important about their expectations, and that deserves genuine exploration, not accommodation. Deeper work comes from alignment with readiness, not from escalation.
Language precision matters more here than anywhere else in the preparation conversation. "Dose" and "dosage" are prescribing terms — use "natural medicine amount." "High dose" is clinical classification — use "a more intensive experience." These are not stylistic preferences; they are scope boundaries.
Coordinate 6 — How: Method of Preparation & Consumption (J.8)
How the natural medicine is prepared and consumed directly affects onset, pacing, and the overall arc of the experience. Method choices can reduce unpredictability or amplify it, depending on how thoughtfully they're made. Fewer surprises during the experience means more agency when navigating what arises. A participant who understands that onset typically begins 30–60 minutes after consumption, that the experience may intensify over the following 1–2 hours, that the peak typically occurs within 2–4 hours, and that the full arc may last 4–6 hours is far better positioned to stay oriented than one encountering that progression for the first time. In Colorado NMTP, method specifics are governed by service center protocols and the facilitator's training — the preparation conversation informs the participant about what to expect from the specific method being used, so the arc of the experience is not a surprise.
Alongside method, practical session-day logistics are confirmed here: transportation to and from (the participant cannot drive for at least 8 hours post-ingestion, confirmed in M08C); what to bring and wear; arrival time with adequate buffer before the session start; substance windows confirmed in M08A are reconfirmed. These practical elements reduce friction and uncertainty on session day — and a participant who arrives rushed, sleep-deprived, or having skipped preparation steps is already starting from a depleted position.
Informed consent as a continuing conversation (J.1, J.2): Consent was introduced in M02 Ethics and applied in M09. In M10 the key point is that informed consent is not a single event — it is an ongoing conversation. A participant who signed a form at intake months ago and has since experienced significant life changes may need the consent conversation revisited. Consent includes: what the service involves, what the facilitator will and will not do, the participant's right to stop at any point, the known range of experience including the possibility of difficulty, and the participant's unconditional right to change their mind. The consent conversation is conducted — not just the form signed.
- Facilitator-determined coordinates: Students sometimes work through the coordinates by deciding what's best and presenting to the participant. Redirect every instance — the facilitator brings the framework and knowledge; the participant makes the decisions. "I'll set up the room this way" is not preparation co-creation.
- "What Amount" drift into prescribing: Highest-risk coordinate for language violations. Catch "dose," "dosage," "high dose," and "you should start at X" immediately and redirect to "natural medicine amount" and "a more intensive experience."
- Timing as scheduling: Students often treat "When" as a logistics question. The deeper timing conversation — emotional bandwidth, surrounding obligations, recovery space — is the one that actually matters for participant readiness.
- Consent as paperwork: If a student describes consent as "getting the form signed," redirect to the conversation language. The form documents a conversation — it does not replace one.
- Skipping the eligibility reconfirmation: Easy to omit because it feels redundant. It isn't — circumstances change between screening and preparation. Make it routine within the "When" coordinate.
This plan is built together with the participant across one or more preparation sessions. The facilitator brings structure; the participant makes choices. File a copy in the participant's record. Bring to session day.
- Pairs work through the full preparation plan template in co-creation roleplay. 25 min
- Pairs review each other's completed plans for language table violations and co-creation quality. 10 min
- Full group: one thing you wanted to decide for the participant instead of with them. 5 min
Completed preparation plan (portfolio artifact): Finalize the preparation plan from the exercise with your practice participant. Every field should reflect actual co-created content — not facilitator-decided content. Review the consent section specifically: did you conduct the conversation or just check the boxes? Revise if necessary. Bring to L3.
Participant-directed safety planning (J.13): The Colorado NMTP language is deliberate: "participant-directed." This means the safety plan reflects the participant's own choices about who to contact, what their threshold language sounds like, and what they need in each tier of the post-session support spectrum. The facilitator's role is to introduce the framework, explain the purpose of each element, and then follow the participant's lead in populating it. The plan was introduced in M08C as the contingency plan template. In M10, it is rebuilt and finalized with full preparation context — including the session date, the participant's specific intention, and updated support person information.
Post-session support thresholds: The three-tier threshold model from M08C applies directly here. Monitor (check in with support person — feeling unsettled but functioning); Concern (contact facilitator — persistent distress, difficulty functioning); Emergency (call 911 or go to emergency services — thoughts of self-harm, inability to communicate, medical emergency). The threshold language must be in the participant's own words for what each level looks like for them. Generic threshold descriptions are less useful than specific ones: "for me, 'concern level' is when I can't get out of bed two days in a row and I'm starting to avoid calls" is more useful than "significant distress."
Support person briefing (J.5, J.11): The support person — named in M08C and confirmed in M09 — needs to be briefed before the session. The facilitator does this either directly or by equipping the participant to do it. The briefing covers: what the service is at a high level; what to expect from the participant in the 48–72 hours following; what the participant's threshold language means; how to reach the facilitator; and when to call emergency services. The support person does not need clinical training — they need specific, plain-language information about what they're supporting and what to do at each threshold.
"Think about the support person for your practice participant. What is the one thing they most need to know — that they probably don't know yet — before the session? Name it." This focuses the briefing on the most critical information gap rather than a comprehensive information dump.Communication protocols (J.11): The facilitator and participant need explicit agreements about between-session communication — before, during the integration period, and the parameters of ongoing contact. This includes: how to reach the facilitator (phone, message); typical response window; what warrants reaching out versus waiting for the next scheduled session; and when to reach someone else instead. These agreements protect both parties and significantly reduce the post-session ambiguity that drives unnecessary contact or, conversely, insufficient support.
Group session safety planning adaptations: All of the above applies to individual sessions. In group contexts, the safety plan needs additional elements: the participant-to-facilitator ratio and who specifically is the participant's assigned point of contact; what the exit process looks like if a participant needs to leave; how the support person network works in a group context; and any group-specific communication protocols. Group facilitation is addressed comprehensively in M15 — this is an introduction to the preparation-phase adaptations only.
- Facilitator-written safety plans: Students sometimes complete the safety plan and then present it for signature. Redirect: the participant writes their own threshold language while the facilitator provides the framework. A safety plan in the facilitator's words is less effective than one in the participant's words.
- Support person as gatekeeper: Some students frame the support person as a clinical monitor. The support person is a care contact — a known, trusted person who can provide human support and knows when to escalate. They are not monitoring the participant's clinical status.
- Missing the communication protocol: Students often complete the safety plan without establishing clear communication agreements. The post-session period is when ambiguity is most harmful — make the communication protocol explicit and documented.
This plan is participant-directed — not facilitator-designed. The facilitator provides the framework and guidance; the participant provides the content. File a copy in the participant's record. Participant keeps a copy.
This briefing is conducted by the facilitator and/or participant — or the participant briefs their support person using this as a guide. Plain language throughout. The support person does not need clinical training — they need specific, actionable information. Personalize the language to your voice.
Used in the final preparation session — with participant and support person present. Confirms all six preparation coordinates are complete, reviews key elements with the participant in the room, and closes with a genuine consent affirmation. This is the handoff document from M10 into M11. Check each item only after it has been covered conversationally — not as a silent form.
- Safety plan co-creation — participant-directed throughout. 20 min
- Safety plan peer review — is the threshold language the participant's words? 10 min
- Support person briefing roleplay — both roles. 20 min + 10 min debrief
Completed safety plan + support person briefing (portfolio artifacts): Finalize your safety plan with your practice participant's threshold language in their words. Finalize your support person briefing script in your voice. Then write a 100-word reflection: what would the participant you worked with most need in the 48 hours after a difficult session — and does your safety plan actually provide it? Review the OSCE preparation checklist in your Student Guide before your assessment window.
The candidate delivers a pre-journey briefing to a participant and their support person in the final preparation session before the administration session. The briefing must cover: a brief summary of the participant's intention, honest expectation-setting about the experience, a review of the safety plan including threshold language, confirmation of logistics and transportation, and a final consent check. The candidate must use scope-appropriate language throughout — no outcome promises, no clinical framing, no directive language. The support person will ask at least one clarifying question during the briefing.
Participant: 41-year-old, cleared through M09 screening. Preparation plan complete. Stated intention: "I want to understand what's underneath the way I shut down when things get hard." Session is scheduled in one week. Support person is the participant's close friend who knows the participant is doing this but has not been briefed.
Support person: Warm and supportive but initially a little uncertain — "I'm not sure I know what I'm agreeing to here." Will ask: "What should I actually do if they call me and they're upset?" at approximately 5 minutes in.
Candidate instruction: Deliver a complete pre-journey briefing to both the participant and their support person. You have 10 minutes. Cover: intention summary, honest expectation-setting, safety plan review including threshold language, logistics, and final consent check. Use your support person briefing script and language table as references.
| Domain | Exemplary (23–25) | Meets Standard (17–22) | Below Standard (0–16) | Score |
|---|---|---|---|---|
| 1 · Language & Scope No outcome promises · No clinical framing · Agency maintained |
No language table violations throughout the briefing. Outcome framing uses "many people experience" / "some people find." No clinical terms applied to participant. Participant's own intention language used verbatim. Participant is positioned as agent throughout. | 1–2 minor language slips caught and self-corrected, or caught by assessor without self-correction. One mild outcome claim present. Intention summary uses near-verbatim participant language. | Multiple language violations including clinical framing or outcome promises. "Dose/dosage" used. Facilitator positions themselves as directing the experience. Participant's own language not used. | |
| 2 · Expectation-Setting Honest · Evidence-referenced · No overclaiming · Variability acknowledged |
Honest picture of what the experience may involve — variability acknowledged, difficulty possible but not guaranteed, no outcome promises. Research mentioned with appropriate uncertainty. Participant leaves with an accurate, non-alarming picture of the range of possible experiences. | Expectation-setting present but may lean slightly positive (minimizing possible difficulty) or slightly alarming (overemphasizing risk). Research referenced but without appropriate limitation language. | Outcome promises made ("this will..."). Difficulty of experience not mentioned. No research literacy evident. Participant leaves with an inaccurate or incomplete picture. | |
| 3 · Safety Plan + Support Person Threshold language covered · Support person Q answered · Logistics confirmed |
All three threshold levels reviewed with participant's own language. Support person question ("what do I do if they call me upset?") answered specifically and clearly — naming the concern level and the contact threshold. Transportation confirmed. Communication protocol stated. | Threshold levels covered but language is generic rather than participant-specific. Support person question answered but vaguely. Transportation confirmed. Communication protocol may be incomplete. | Threshold levels not covered or only superficially mentioned. Support person question not answered adequately. Transportation not confirmed. Safety plan feels like a form reviewed rather than a living document. | |
| 4 · Final Consent Check Conversation not just form · Right to stop stated · Clear yes confirmed |
Final consent is a genuine conversation — not a signature check. Participant's right to stop at any point stated explicitly. Candidate asks for a clear affirmation: "Are you coming in with a clear yes?" Participant's autonomy to change their mind stated without pressure. Tone is warm and non-transactional. | Final consent addressed but may feel transactional — more checking a box than having a conversation. Right to stop mentioned. Clear affirmation requested but may feel scripted. | Final consent not addressed or reduced to "did you sign the form?" Right to stop not mentioned. No genuine affirmation sought. Participant could leave without having made a fully conscious decision to proceed. | |
| Total Score (max 100) | ||||
Participant profile: 35-year-old, cleared. Stated intention: "I want to finally get over my anxiety for good." Support person is a skeptical sibling who asks: "Is this going to make their anxiety worse?"
Candidate challenge: The intention is outcome-loaded ("get over... for good") — the candidate must explore this without correcting. The sibling's question is clinically significant — the honest answer involves acknowledging that some people do experience an increase in anxiety during or after the session, while also being honest that many people find benefit. The candidate must neither dismiss the concern nor make a promise. Language and scope discipline are tested across all four domains simultaneously. Correct handling: explore the intention, give honest expectation including the possibility of difficult material, answer the sibling's question honestly without a promise, confirm the safety plan threshold specifically for anxiety escalation.
Domain 1: The most common Domain 1 failure is "the medicine will do the work" or close variants. Also watch for "your healing journey" (positions facilitator as authority over the participant's experience) and "this will be powerful for you" (outcome promise). Self-correction counts for partial credit; uncorrected violations do not.
Domain 2: The most common Domain 2 failure is over-positive framing — candidates who have seen good outcomes in their own experience tend to minimize the possibility of difficulty. The honest picture includes that some people have challenging experiences, and that the preparation quality affects how those challenges are navigated — not whether they will occur.
Domain 3: The support person question "what do I do if they call me upset?" is the key Domain 3 test. Candidates who can answer this specifically — naming the threshold level and the contact action — demonstrate internalized safety planning. Candidates who answer vaguely ("just be there for them") have not connected the safety plan to the support person briefing.
Domain 4: Candidates often treat the final consent check as a quick formality. The assessor is looking for a genuine moment of asking for a clear yes — "Are you coming into this with a full yes?" — not a form reference. Watch also for candidates who, in their effort to confirm consent, accidentally apply pressure ("you're ready for this, right?"). That is the opposite of autonomous consent.
- Written domain-specific feedback from assessor delivered within 48 hours
- 30-minute coaching session: for Domain 1 (language violations) — language table review and targeted practice; for Domain 2 (expectation-setting) — honest framing practice with feedback; for Domain 3 (safety plan) — safety plan walkthrough with assessor; for Domain 4 (consent) — consent conversation practice focused on genuine affirmation vs. pressure
- One retake using the alternate scenario within the M10 assessment window
- Candidates who do not pass on retake may not begin M11 (Administration) until a remediation plan approved by the program director is completed
- All OSCE attempts must be documented with assessor rubrics retained in the student's program file
M10 completes the preparation arc. The participant has an intention, a co-designed preparation plan, a safety plan they built, a briefed support person, and a clear yes. Module 11 — Administration is where the facilitator is present for the session itself — supporting without directing, holding without leading, monitoring without controlling. Everything built in M10 becomes active in M11. The preparation plan informs the facilitator's attunement. The safety plan informs their threshold awareness. The support person briefing begins to activate the moment the participant leaves the session space. Bring all M10 portfolio materials to M11.
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