Facilitator Qualification Standard

This standard defines the minimum qualifications, supervision ratios, certification pathways, and incident-response requirements for facilitators delivering Tier 1–3 shadowwork and reflective practices on this platform.

[HUMAN-REQUIRED] All tables marked [PLACEHOLDER] must be completed by qualified humans before this standard is authoritative. Clinical, legal, and ethics review is required before any facilitator is certified or any Tier 2–3 session is delivered. See backlog issue E4-2.

Boundary: This document provides the governance framework and acceptance criteria. Actual certification decisions, roster population, and availability verification are human-required actions and cannot be delegated to Copilot.

1. Scope and Purpose

This standard applies to:

All facilitators delivering platform-hosted shadowwork or reflective practice sessions.
All supervision arrangements for Tier 2 and Tier 3 delivery.
All incident-response personnel listed on the platform safety roster.

This standard does not apply to purely informational or knowledge-transfer content that carries no reflective practice component.

2. Qualification Minimums by Tier

2.1 Tier 1 — Low Intensity (Self-Guided Support)

A facilitator is not required for Tier 1 delivery. If a facilitator is present or provides asynchronous support:

Requirement	Minimum Standard	Status
Platform safety orientation	Completed (self-paced module, ≥ 2 hours)	`[HUMAN-REQUIRED]` verify
Shadow protocol overview	Completed (recommended, not required)	`[HUMAN-REQUIRED]` verify
Asynchronous response capability	Available within 24 hours for distress signals	`[HUMAN-REQUIRED]` verify
Contraindications familiarity	Able to identify Tier 1 stop-rule triggers	`[HUMAN-REQUIRED]` verify

2.2 Tier 2 — Moderate Intensity (Facilitator-Supervised)

Requirement	Minimum Standard	Status
Platform safety training	Completed (≥ 4 hours, documented)	`[HUMAN-REQUIRED]` verify
Shadow protocol training	Completed (≥ 8 hours, documented)	`[HUMAN-REQUIRED]` verify
Supervised facilitation hours	≥ 10 hours documented at Tier 1 or above	`[HUMAN-REQUIRED]` verify
Observed practice evaluation	At least 1 observed session with written evaluation	`[HUMAN-REQUIRED]` verify
Consent and contraindications delivery	Able to present informed consent language, review contraindications, and verify entry criteria before each session	`[HUMAN-REQUIRED]` verify
Incident response certification	Completed; renewal annually	`[HUMAN-REQUIRED]` verify
Live debrief capability	Demonstrated in observed evaluation	`[HUMAN-REQUIRED]` verify
Clinical supervisor access	Supervisor identified; consultation available within 48 hours	`[HUMAN-REQUIRED]` assign
Co-facilitator	Recommended for groups ≥ 4 participants	`[HUMAN-REQUIRED]` verify

2.3 Tier 3 — High Intensity (Facilitator-Led Only)

Requirement	Minimum Standard	Status
Platform safety training	Completed (≥ 4 hours, documented)	`[HUMAN-REQUIRED]` verify
Shadow protocol training	Completed (≥ 20 hours, documented)	`[HUMAN-REQUIRED]` verify
Supervised facilitation hours	≥ 40 hours documented (≥ 10 at Tier 2 or higher)	`[HUMAN-REQUIRED]` verify
Observed practice evaluations	At least 2 observed sessions at Tier 2 with written evaluations	`[HUMAN-REQUIRED]` verify
Consent and contraindications delivery	Able to present full Tier 3 informed consent, clinical self-report screen review, and individual pre-clearance for each participant	`[HUMAN-REQUIRED]` verify
Incident response certification	Completed; renewal annually	`[HUMAN-REQUIRED]` verify
Live debrief capability	Demonstrated; debrief script on file	`[HUMAN-REQUIRED]` verify
Clinical supervisor access	Required; same-day or on-call consultation available	`[HUMAN-REQUIRED]` assign
Co-facilitator	Required for groups; required for intensive formats	`[HUMAN-REQUIRED]` assign
Emergency response training	Basic mental health first aid or equivalent	`[HUMAN-REQUIRED]` verify

3. Supervision Ratios

Tier	Maximum Participants per Facilitator	Notes
Tier 1	No mandatory cap; support is asynchronous	Facilitator monitors distress signals; no live ratio required
Tier 2	1 facilitator : ≤ 6 participants	Co-facilitator strongly recommended for groups ≥ 4
Tier 3	1 facilitator : ≤ 3 participants	Co-facilitator required for groups ≥ 2; solo Tier 3 delivery is prohibited

[HUMAN-REQUIRED] Supervision ratios above are proposed defaults. Final ratios must be approved by the Safety Lead and Clinical Advisor before pilot delivery.

4. Ongoing Supervision Requirements

Requirement	Tier 2 Facilitators	Tier 3 Facilitators
Monthly case review with supervisor	Required	Required
Peer supervision group participation	Recommended	Required
Annual recertification	Required	Required
Incident debrief after any safety event	Required within 48 hours	Required within 24 hours
Annual observed session evaluation	Required	Required
Continuing education hours (per year)	≥ 4 hours relevant training	≥ 8 hours relevant training

5. Certification Pathway

5.1 Certification Process

Certification decisions are [HUMAN-REQUIRED] and must follow this sequence:

Application: Facilitator submits training records, references, and documented facilitation hours.
Training verification: Safety Lead reviews and verifies all prerequisite training documentation.
Observed evaluation: At least one live or recorded session reviewed by a certified evaluator.
Clinical advisor sign-off: For Tier 3 candidates, Clinical Advisor reviews and approves.
Certification decision: Safety Lead issues approval or denial with written rationale.
Roster entry: Certified facilitator is added to the official roster with tier, expiration date, and assigned supervisor.

5.2 Certification Criteria Summary

Criterion	Tier 2	Tier 3
Training hours verified	≥ 8 hours shadow protocol	≥ 20 hours shadow protocol
Supervised hours documented	≥ 10 hours	≥ 40 hours (≥ 10 at Tier 2+)
Observed evaluations passed	≥ 1	≥ 2 at Tier 2
Incident response cert current	Yes	Yes
Clinical advisor approval	Not required	Required
Safety Lead sign-off	Required	Required

5.3 Certification Expiration and Renewal

Tier	Initial Certification Validity	Renewal Requirements
Tier 2	12 months	Annual recertification: continuing education + observed session
Tier 3	12 months	Annual recertification: continuing education + observed session + clinical advisor re-approval

[HUMAN-REQUIRED] Lapsed certification requires full re-evaluation before resuming Tier 2 or Tier 3 delivery.

6. Certified Facilitator Roster

[HUMAN-REQUIRED] This table must be populated by the Safety Lead. It is not authoritative until reviewed and signed off by the Clinical Advisor and Product Owner.

Name	Certified Tier(s)	Certification Date	Expiration Date	Assigned Supervisor	Renewal Due	Status
`[PLACEHOLDER]`	`[Tier 2 / Tier 3]`	`[DATE]`	`[DATE]`	`[Name/Contact]`	`[DATE]`	`[Active / Lapsed / Pending]`

7. Incident-Response Roster

[HUMAN-REQUIRED] All roles below must be filled by named humans with confirmed availability before any Tier 2 or Tier 3 session is scheduled. Availability windows and contact details must be verified quarterly.

7.1 Roster Table

Role	Named Responder	Contact Method	Availability Window	Response SLA	Backup Responder
Safety Lead	`[PLACEHOLDER]`	`[email/phone/signal]`	`[e.g., Mon–Fri 09:00–18:00 local]`	1 hour during sessions; 4 hours off-hours	`[PLACEHOLDER]`
Clinical Advisor	`[PLACEHOLDER]`	`[email/phone/signal]`	`[e.g., Mon–Fri 09:00–17:00 local]`	Same-day for Tier 3; 48 hours for Tier 2	`[PLACEHOLDER]`
Escalation Officer	`[PLACEHOLDER]`	`[email/phone/signal]`	`[e.g., available 24/7 by phone]`	30 minutes for life-safety events	`[PLACEHOLDER]`
Pilot Coordinator	`[PLACEHOLDER]`	`[email/phone/signal]`	`[e.g., Mon–Fri 08:00–20:00 local]`	2 hours during active pilot weeks	`[PLACEHOLDER]`
Emergency Services Liaison	`[PLACEHOLDER]`	`[local emergency number + named contact]`	24/7	Immediate	N/A

7.2 Escalation Pathway

The following escalation sequence applies when a participant exhibits acute distress, a stop-rule trigger, or a safety event during any session:

1. Facilitator activates stop rule → applies grounding protocol
2. Facilitator notifies Safety Lead (within 15 minutes of event)
3. Safety Lead assesses severity:
   a. Low severity (contained, resolved) → log incident; no further escalation
   b. Moderate severity (unresolved distress) → notify Clinical Advisor within 1 hour
   c. High severity (acute crisis, risk of harm) → notify Escalation Officer immediately;
      contact emergency services if imminent risk to life
4. Clinical Advisor or Escalation Officer determines follow-up care pathway
5. Incident documented in safety log within 24 hours
6. Post-incident debrief with facilitation team within 48 hours

See Shadowwork Safety Standard for full stop-rule and grounding protocol details.

7.3 Communication Protocols

Event Type	Primary Channel	Backup Channel	Documentation Required
Routine distress signal (Tier 1, async)	Platform message	Email	Session log note
Stop-rule activated (Tier 2)	Direct call to Safety Lead	Text/Signal	Incident form within 24 hours
Stop-rule activated (Tier 3)	Direct call to Safety Lead + Clinical Advisor	Text/Signal	Incident form within 24 hours
Acute crisis / life-safety event	Escalation Officer + emergency services	Any available	Incident form within 24 hours; post-incident review within 48 hours
Facilitator concern (non-participant)	Email to Safety Lead	Direct message	Optional unless recurring

8. Qualification and Roster Review Schedule

Review Activity	Frequency	Owner	Notes
Roster availability verification	Quarterly	Safety Lead	Confirm all contacts and windows are current
Certified facilitator list audit	Annually	Safety Lead	Check expiration dates; flag lapsed certifications
Incident-response drill	Annually	Safety Lead + Pilot Coordinator	Tabletop exercise; update protocols based on findings
Standard document review	Annually or after any Tier 3 incident	Safety Lead + Clinical Advisor	Version control; update changelog below
RACI alignment check	At each milestone go/no-go	Product Owner	Ensure roles match RACI Matrix

9. Acceptance Criteria for Publication

Before this standard is considered authoritative:

Qualification minimums (Section 2) reviewed and approved by Safety Lead and Clinical Advisor. [HUMAN-REQUIRED]
Supervision ratios (Section 3) approved by Safety Lead and Clinical Advisor. [HUMAN-REQUIRED]
Ongoing supervision requirements (Section 4) approved by Safety Lead. [HUMAN-REQUIRED]
Certification pathway (Section 5) validated against legal and clinical guidelines. [HUMAN-REQUIRED]
Certified facilitator roster (Section 6) populated with at least one named facilitator per active tier. [HUMAN-REQUIRED]
Incident-response roster (Section 7) fully populated with named responders and verified availability. [HUMAN-REQUIRED]
All escalation contacts tested and confirmed reachable. [HUMAN-REQUIRED]
Document reviewed against the Shadowwork Safety Standard for alignment. [HUMAN-REQUIRED]
Product Owner sign-off on final published version. [HUMAN-REQUIRED]

Document	Relationship
Shadowwork Safety Standard	Defines the tier model, stop rules, and grounding protocols this standard enforces
RACI Matrix	Assigns ownership of Safety Lead, Clinical Advisor, and Pilot Coordinator roles
Pilot Runbook	References this standard for facilitator readiness requirements in session operations checklist
Instructional Design Protocol	Governs content quality; this standard governs delivery safety

11. Version History

Version	Date	Author	Change Summary
0.1	2026-04-12	Copilot	Initial scaffold draft — all `[PLACEHOLDER]` items require human completion before use