PROTECT: The Long (Annotated) Form

Principal (or Protectee)

Consider P’s input/direction; special circumstances (health, family events, preferences, history, etc.)

Instructions:¬†Refer to (or develop) the critical medical info sheet containing P’s conditions, medications, allergies, physicians’ contact, etc..

Examples: “Has just undergone knee surgery. Has limited mobility of right leg and is still on prescription pain killers and anti-inflammatory medications.” “Daughter has a special activity at 3 pm on Wednesday and P may try to break away from group ahead of schedule to reach the school in time. May impact transfer plans.”


The risk categories below reflect and translate into the full-spectrum of traditional mitigation opportunities and strategies, ranging from close protection and medical support, to stage design and secure transportation. Rate each area on a scale from 1 to 5 (with 5 being Extremely High risk/vulnerability) to identify and plan for mitigation priorities.

EP3 Risk Domains

EP Risk Domains by Mitigation Strategies

  • Accidents, Incidents, or Emergencies

MVAs, medical emergencies, fire/earthquakes/etc., severe weather, structural failures, power failures, etc.

  • Physical Attack (Crime & Terrorism)

Violent behavior (assault/battery), robbery, assassination attempt, kidnapping, etc.

  • Uncomfortable, Inappropriate or Threatening Behavior

Stalking, activism/demonstration/disruption, altered-state approaches or hostile interlocutors, inappropriate/threatening communications, etc.

  • Image & Reputation

Circumstances and direct challenges to P’s (and his/her family) reputation. (In some protective details this category can be folded within the above.)

  • Economic and Information Crimes/Losses

Theft or loss of proprietary/confidential data, fraud, blackmail/extortion, doxing, etc.

  • Logistics & Transportation¬†

Disruptions to travel/transfer plans, strikes, public works, special events, weather, traffic, breakdowns, etc.

Opportunities (Includes Resources)

Local team/resources, POC engagement and support quality/level, venue/event security, etc.

Instructions: These are not ‘opportunities’ in the corporate lingo (i.e. areas in need of improvement) but actual value-adding conditions and resources, such as an existing security measure in place, an armored vehicle that could be borrowed from the local fleet, or a Level 1 trauma center next door.


Direct and/or known threats to the individual, immediate circle, or the activity/event.

Instructions: Highlight any active/received threats and/or anticipated actions (i.e. a planned demonstration, activist plans, etc.) against P., other participants, or the event.

Environment [Physical Terrain]

Venue/building strengths/vulnerabilities, weather and/or other natural hazards, distance from key/critical locations/resources, infrastructures quality, etc.

Instructions: This section provides the space for highlights that could either enhance or hinder security, such as the high distance from EMS facilities, the absence of alternate routes, or an aging structure where the event will take place. A site & route advance survey will typically provide the backdrop for content herein.

Context (or Circumstances) [Human Terrain]

Other events/participants, duration, visibility, activities & events characteristics/flow, etc.

Instructions: A thorough and detailed understanding of the who, what, when, where will unveil significant circumstances the EP professional will need to be aware of. These could range from cultural sensitivities (i.e. P may offend host if leaving via alternate route), to confidential insights (a surprise guest will enter the stage during P’s presentation.)


Vehicles (cars, planes, helicopters, etc.), communication (phones, radios, etc.), mapping/GPS, protective (armoring, detection, etc.), weapons, etc.

Instructions: Anticipate availability/access challenges to critical technology, such as cell phones, Internet/data access, radios, GPS, etc.

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