RECON Executive Protection Intelligence Toolkit — Professional Edition

Better protective decisions begin with clear, well-supported intelligence.

The RECON Executive Protection Intelligence Toolkit — Professional Edition provides a structured system for researching executive exposure, evaluating concerning information, assessing events and travel, and communicating findings to decision makers.

Designed for executive protection professionals, corporate security teams, investigators, family offices, and protective intelligence analysts, this toolkit connects research and analysis to practical decisions, accountable actions, and documented review.

WHAT’S INCLUDED

Ten core tools, supplied as fillable PDF forms and matching editable Word templates:

• Executive Threat Profile

• Protective Intelligence Assessment

• Event Risk Assessment

• Travel Destination Assessment

• Venue Research Checklist

• Advance Intelligence Report

• Public Exposure Assessment

• Threat Monitoring Plan

• Executive Briefing

• Protective Intelligence SOP

PLUS SUPPORTING RESOURCES

• A 41-page handbook with application guidance, clickable contents, and bookmarks.

• A connected fictional case demonstrating all ten tools.

• A completed assessment form showing how the evidence, analysis, and recommendations fit together.

• A one-page executive decision brief.

• Shared source, chronology, alternative explanation, task, decision, and notification registers.

• Continuation forms for longer analysis.

• SOP implementation guidance, illustrative service levels, an escalation matrix, and governance records.

BUILT FOR PRACTICAL USE

Each core template follows a consistent workflow:

DEFINE the assignment, context, and decision required.

EVALUATE the evidence, alternative explanations, and uncertainty.

DECIDE what to recommend, who must act, and when the assessment needs review.

The PDF forms provide a consistent layout with editable response fields. The Word versions allow narrative responses and supporting records to expand as needed.

USE IT TO

• Establish and maintain an executive exposure baseline.

• Structure assessments of concerning contacts or behavior.

• Prepare intelligence for appearances, travel, and advance work.

• Define monitoring requirements and escalation triggers.

• Deliver concise briefings with clear conditions and accountable actions.

• Develop a documented protective intelligence process.

FORMAT AND COMPATIBILITY

Digital download containing PDF and Microsoft Word documents. No physical item is shipped.

Use a PDF reader with fillable-form support to complete and save the PDF templates. Browser and mobile previews may offer limited functionality. Microsoft Word or a compatible editor is required for the Word documents.

PROFESSIONAL SCOPE

This toolkit focuses on the intelligence functions supporting executive protection decisions. It does not provide tactical protection instruction or confer certification. Worked cases are fictional, and example procedures and service targets should be adapted to your organization’s authority, policies, and capacity.