Corporate Intelligence Toolkit — Core Edition (Modules 1–5)

28 editable masters across five modules. Everything needed to run an intelligence function day to day.

The Core Edition of the Corporate Intelligence Toolkit gives you the deployable masters for the five operational modules: Strategy, Collection, Investigations & Due Diligence, Risk Intelligence, and Executive Reporting.

Module 1 — Intelligence Strategy (5 items)

Charter, Annual Strategy, Governance Framework, Roadmap, and the CIMM™ Maturity Assessment — a scored Excel instrument that computes your function’s overall level as the lowest qualifying domain across the six CIOS™ domains. Tested against the book’s worked example and validated.

Module 2 — Collection (8 items)

Collection Plan, PIR Worksheet, Requirements Register, Collection Matrix, Source Register (with reliability grading built in), Daily Intelligence Log, Monitoring Matrix, and Watchlist Register (with basis, authoriser, review date, and exit criterion fields as required by the book’s legal framework).

Module 3 — Investigations & Due Diligence (7 items)

Investigation Plan, Subject Profile, Executive Threat Assessment, Due Diligence Report, Vendor Assessment, Facility Assessment, and Travel Intelligence Brief.

Module 4 — Risk Intelligence (4 items)

Risk Register with auto-colour Heat Map (likelihood × impact, conditional formatting built in), Operational Dashboard, and Executive Dashboard.

Module 5 — Executive Reporting (5 items)

Intelligence Reporting Suite (daily, weekly, monthly, quarterly — four cadences in one file), Executive Brief, Board Intelligence Report, Crisis Intelligence Brief, and Briefing Slide Master (PowerPoint).

Formats: Microsoft Word, Excel (with working, validated formulas), PowerPoint.

All scored instruments contain live formulas. The CIMM™ Assessment computes your overall maturity level. The Risk Register auto-colours by score. Enter your data and the scoring works.

Companion to Corporate Intelligence Mastery (Book 4), Corporate Security Mastery Series.

The book teaches the method. The toolkit makes it deployable.

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Deepen Your Practice

→ OSINT — Simple Corporate Security Guide Vol. 1 — Open-source intelligence methods for corporate environments.

→ Corporate Investigations & Fraud Mastery — When intelligence collection triggers a formal investigation.

Need the full system? Upgrade to the Complete System ($89).

All titles available on Amazon in paperback and Kindle.