Assignment Workspace
EA
Elevated Applications
Executive Protection Membership Program
Assignment Workspace
Complete all tools in one place Β· Risk Matrix, PACE Plan, and Advance Work Checklist feed directly into your Advance Report
ASSIGNMENT INFORMATION β COMPLETE FIRST Β· shared across all sections
Advance Report Completion
0%
Section 1 β Executive Summary
4β6 sentences Β· assignment overview, threat level basis, non-standard conditions, top priority per day
No linked tool Β· write directly
Section 2 β Threat Assessment
Threat Triangle Β· Risk Matrix scores Β· opportunistic vs. targeted Β· digital exposure notes
β Pulls from Risk Matrix (Template 1)
RISK MATRIX β LINKED DATA
Set the threat level in Assignment Information to reflect your Risk Matrix findings. Critical and High items from the Risk Matrix feed this section's narrative.
THREAT ASSESSMENT NARRATIVE
Section 3 β Principal Profile
Medical considerations Β· communication preferences Β· known sensitivities Β· discretion level required
Cross-reference Template 4 (Medical Profile)
MEDICAL CONSIDERATIONS
COMMUNICATION & PREFERENCES
Section 4 β Site Survey
Zone-by-zone findings Β· access points Β· AED location Β· evacuation route Β· safe room confirmed
β Pulls from Advance Work Checklist (Phase 2) + Site Diagram (Template 7)
ADVANCE WORK CHECKLIST β PHASE 2 STATUS
Complete the Advance Work Checklist Phase 2 (On-Site Survey) before writing this section. Every zone the principal will occupy must be physically walked β not surveyed from photos or prior visits alone.
SITE SURVEY FINDINGS
Section 5 β Route Survey
Primary + alternate routes Β· timed at actual travel day/time Β· chokepoints Β· medical facility
β Pulls from Advance Work Checklist (Phases 1C + 2D)
PRIMARY ROUTE
ALTERNATE ROUTE
MEDICAL FACILITY + EMERGENCY ACCESS
Section 6 β Liaison Contacts
Every contact the team may need Β· name, role, direct number Β· no general reception numbers
β Confirmed on-site during Advance Work Checklist (Phase 2C)
| Name | Role / Organization | Direct contact | Availability |
|---|
Section 7 β Contingency Protocols
Medical emergency + venue disruption are the baseline minimum Β· one protocol per Critical/High risk item
β Driven by Risk Matrix (Critical + High items)
PROTOCOL 1 β MEDICAL EMERGENCY (BASELINE β REQUIRED)
PROTOCOL 2 β VENUE DISRUPTION / EVACUATION (BASELINE β REQUIRED)
PROTOCOL 3 β ADDITIONAL (ONE PER HIGH / CRITICAL RISK ITEM)
Section 8 β Team Assignments
Agent, position, primary responsibility, contingency role Β· every agent briefed before principal arrives
Cross-reference PACE Plan (Template 8) for call signs
| Agent | Position / Post | Primary responsibility | Contingency role |
|---|
Section 9 β Operational Schedule
All movements and activities Β· asterisk (*) any unconfirmed item Β· resolve before assignment begins
Write directly Β· asterisk (*) unconfirmed items
| Day / Time | Activity / Movement | Location | Agent | Notes |
|---|
Section 10 β Attachments & Sign-Off
All required attachments must be confirmed before submission
ATTACHMENT STATUS
ADVANCE AGENT SIGN-OFF
I confirm that this advance report is accurate, complete, and reflects the current operational picture as of the date submitted. All items marked N/A have documented reasons. All attachments listed as Attached are included with this submission.
Submission Readiness Check