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Executive Protection seems to almost always be implemented without a strategy, so a definite template or draft to follow doesn’t really exist. This doesn’t mean that having a previous EP Strategy isn’t important. Planning for personal protection can guarantee the life of the principal.

The following steps can be very useful for corporations and security companies to follow a secure Executive Protection 

  1. Introduction (This step should be the last to be written)
  • Purpose: What Explain main reasons for the creation of an EP Strategy
  • Background: What corporate values and objectives relate with the     strategy?

Are there personal, business or duty of care reasons to design an

Immediate plan?

  • Objectives: What are the main corporate and personal goals to achieve with the plan?
  • Governance: Who makes the main decisions?
  1. Situation Analysis
  • Risk, Threat and Vulnerability Assessment
  • Internal and external factors that affect the corporation or the principal
  • Corporate ecosystem analysis
  • Principals preferences for EP and personal lifestyle

Visit: 3 Steps for Risk Management Deliverance

  1. Strategy Design
  • Who needs protection? (principal, family)
  • When do they need protection? (24/7, 365, business travels, vacations)
  • Where? (home, work, all destinations)
  • What kinds of protection are required? (trained ep agents, monitor alarms, access control, security drivers, bullet proof vehicles, private planes)
  1. Organization
  • Draw a sketch of the plan
  • Training
  • Job descriptions and details
  • Relation of the EP team with different areas of the organization
  • Fixed and variable costs

  1. Acquisition Strategy
  • Technological support
  • Human Resources (Outsource or insource EP positions)
  • Define EP companies to work with
  1. Deliverance and Maintenance
  • Analise security risks
  • Define standard operating procedures
  • Analise quality of security measures
  1. Reports and KPI
    • Define KPI to follow
    • Define what reports to write and who writes them
    • Necessary ad hoc reports
  2. Budget
  • Define getting started costs
  • Define ongoing fixed and variable costs
  • Who is responsible for the budget?
  • Define steps for financial reports
  1. ACTION PLAN
  • What are the critical obstacles to develop the EP Strategy?
  • Who approves what and when?