EP-020-advance-planning-cycle-collection

[OPERATION - ENGAGEMENT REF] - Advance Planning Cycle Map

EP-020 Advance Planning Cycle - process workspace. Central topic = the specific movement or engagement being advanced. Branches are the ordered gates and phases of the planning cycle; leaves are the steps, decisions, and fields the Advance Lead ticks from cycle open (trigger) to cycle close (G5, execution handoff). Feeds / executes deliverable EP-020; hands off at D-0 to EP-022 (Advance Mission Playbook) and EP-023 (Detail Execution). Use: clone the whole map per engagement instance. Work top to bottom; a gate branch is not closed until every step under it is ticked or the gap is logged in 99 · Execution Admin. Compressed variants collapse phases per 05 but never drop mandatory content without a recorded risk acceptance.

00 * Process Plan - Gates & Triggers

The trigger that opened this cycle instance and the five pass/fail gates (G1-G5) that govern it, named approver per gate. → EP-020 SS2 Cycle Triggers and Required Inputs, SS5 Decision Gates.

Trigger confirmed (any one, tick which applies)

• ART-engagement-order activated a new engagement with movement requirements
• Movement/venue activity added to principal calendar inside standing engagement
• Threat-driven replan: assessed threat change forces re-advance of a surveyed venue
• Notice available: [Standard (14+ days) / Compressed (72h) / Crash (24h)]

Gate register (approver: Team Leader unless noted)

• G1 Tasking Validated - entry: trigger confirmed, itinerary draft, party composition, region package on hand; exit: scope/dates/venues/staffing fixed, Advance Lead designated, RFIs issued
• G2 Intelligence Baseline - entry: D-01 products received or snapshot delivered; exit: threat posture set (L x I, 1-25), PIRs tailored from EP-019, collection gaps logged
• G3 Advance Complete - entry: physical advance conducted; exit: EP-002 per venue and EP-003 drafted, no unsurveyed venue remains on itinerary
• G4 Plan Approved - entry: EP-018 assembled, EP-004/EP-011 confirmed; exit: package internally consistent, open risks enumerated with owners, cold-start operator test passed
• G5 Detail Ready - entry: OPORD issued, briefs/rehearsals held; exit: every operator briefed on mission/actions-on/comms, kit checks complete, abort criteria understood
• Gate failure → loop back to corrective action, or escalate to named risk acceptance (log in 99)

Cycle clock

• Cycle Start (tasking received): [YYYY-MM-DD HH:MM]
• D-Day (principal arrival / first movement): [YYYY-MM-DD]
• Advance Lead designated: [INITIALS]

01 * Tasking & Inputs

Engagement order, region package, and principal data that must be on hand before G1 closes. → EP-020 SS2 Cycle Triggers and Required Inputs, SS7 Roles and Responsibilities.

Mandatory inputs register

• Engagement scope, party size, dates - source: ART-engagement-order / client calendar - needed by: cycle start
• Area-of-operations baseline (legal annex, medical, LE liaison) - source: ART-region-package - needed by: G1
• Principal profile and party composition - source: EP-001 - needed by: G1
• Venue list and itinerary draft - source: client / Operations Manager - needed by: G1
• Field: Engagement Reference: [ ]
• Field: Movement / Visit (city, venue set, dates): [ ]

Roles assigned this cycle

• Team Leader (initials): [ ] - gate approvals G1-G5, risk acceptance, OPORD issue
• Advance Lead (initials): [ ] - runs cycle, conducts physical advance, drafts EP-002/EP-003/EP-018
• Operations Manager (initials): [ ] - scheduling, deconfliction, lodging/transport (BIZ-008/BIZ-009), vendor surge
• Detail Intelligence Officer (initials): [ ] - D-01 tasking/reachback, PIR tailoring per EP-019
• Operators assigned (initials): [ ]

RFIs issued at tasking (D-14 milestone)

• [RFI] → routed to [D-01 / Ops Manager / client]
• [RFI 2]

02 * Intelligence Baseline

D-01 tasking and receipt of the threat baseline that sets G2. → EP-020 SS2 (protective-intel and travel-risk inputs), SS3 D-12/D-10 milestones, SS5 Gate G2.

Intelligence tasking (D-12)

• ART-protective-intel-assessment tasked - LTIOV: [YYYY-MM-DD HH:MM]
• ART-travel-risk-assessment tasked (cross-border movement only) - LTIOV: [ ]
• PIRs tailored from EP-019 standing set

Baseline received (D-10)

• D-01 protective-intel assessment received and read on to advance team
• D-01 travel-risk assessment received (if tasked)
• Field: Threat posture (L x I, 1-25): [ ]
• Collection gaps logged as RFI back to D-01
• Decision: [ ] threat posture accepted for G2, or [ ] escalate for reassessment

03 * Advance Production

Physical advance: route desk study through ground-truthed survey per venue and route. One serial block per venue, one per route. → EP-020 SS3 D-9/D-7/D-5 milestones, SS5 Gate G3.

Route desk study (D-9)

• EP-003 draft: candidate primary and alternate routes identified
• Chokepoints identified
• Safe havens identified

Physical advance window (D-7 to D-5)

• On-site advance begins
• Lodging assessment (BIZ-008) coordinated via Ops Manager
• EP-002 advance survey drafted per venue
• EP-003 finalized with driven routes
• Decision: [ ] no unsurveyed venue remains on itinerary (G3 exit condition)

Venue serial

Clone per venue on itinerary. Executes EP-002 method.

• [venue - e.g. Hotel / Conference Center / Residence]
  • Venue survey conducted per EP-002
  • Arrival point, hold area, evacuation path walked
  • LE / medical / venue-security liaison contact made
  • Vulnerabilities identified and logged
  • EP-002 report drafted
  • Field: Venue survey status: [Complete / Partial / Not started]
• [venue 2]

Route serial

Clone per route (primary / alternate / emergency). Executes EP-003.

• [route - e.g. Lodging → Site, primary]
  • Desk study candidate identified
  • Ground-truthed / driven
  • Chokepoints and safe havens confirmed
  • Timings recorded (SP / RP)
  • Field: Route status: [Primary / Alternate / Emergency]
• [route 2]

04 * Plan Assembly

Motorcade plan, travel security package, and OPORD build from the surveyed products. → EP-020 SS3 D-4/D-3/D-2 milestones, SS6 Product Dependency Chain, SS5 Gate G4.

Motorcade movement plan (D-4)

• EP-004 built from finalized EP-003 routes
• Vehicle and driver allocation confirmed (BIZ-009)

Travel security package (D-3)

• EP-018 assembled integrating EP-002 / EP-003 / EP-004
• Comms plan confirmed per EP-011
• Open risks enumerated with named owners
• Decision: [ ] cold-start operator test passed - an operator not involved in planning can execute from the package alone (SS8)

OPORD issuance (D-2)

• EP-010 OPORD issued by Team Leader
• Post orders (EP-009) annexed
• EAP (EP-012) annexed
• Field: Package internally consistent: [Yes / No - describe gap]

05 * Compression Decision

If notice is short, select and record the compressed variant; compression removes calendar, never mandatory content. → EP-020 SS4 Compressed Cycles: 72-Hour and 24-Hour Variants.

Variant selection

• Decision: [ ] Standard (D-14 baseline) / [ ] 72-hour variant / [ ] 24-hour (crash) variant
• Field: Reason for compression (if applicable): [ ]

72-hour variant checklist (if selected)

• H-72 to H-60: G1+G2 merged; D-01 threat snapshot from standing holdings (OSINT-053) in lieu of fresh assessment; gap logged as RFI
• H-60 to H-36: desk study + physical advance merged same day; EP-002 short-form mandatory sections complete
• H-36 to H-12: G3+G4 merged - survey, movement plan, package review in one sitting
• H-12 to H-0: G5 - brief and rehearse minimum drill set (embus/debus under threat, medical, evacuation)

24-hour (crash) variant checklist (if selected)

• Threat snapshot from standing D-01 holdings obtained
• Primary route and one alternate driven
• Each venue arrival point, hold, and evacuation path walked
• EP-011 comms check complete
• Verbal OPORD given with written mission / execution / actions-on sections
• G5 confirmation brief held
• Everything dropped by default recorded in deviation log (99)

No-go floor check

• Decision: [ ] crash-variant mandatory minimum completed before movement, or [ ] movement postponed / rescoped / declined
• Field: Risk acceptance owner (Team Leader, named): [ ]
• Client-imposed compression fact recorded in engagement file (if applicable)

06 * Rehearsal & Brief-out

Confirmation brief, drills, and kit checks that close G5 and hand the cycle to execution. → EP-020 SS3 D-1 milestone, SS5 Gate G5, SS8 Planning Quality Standard.

Confirmation brief (D-1)

• Detail briefed on mission, actions-on, comms
• Immediate-action drills rehearsed
• Kit checks complete per SYS-009 / SYS-010 checklists
• Abort criteria understood by every operator

G5 exit confirmation

• Decision: [ ] no unsurveyed venue, undriven primary route, or unbriefed operator crosses G5 without named risk acceptance
• Field: Risk acceptance (if any), name and date: [ ]

Execution handoff (D-0)

• Cycle closed
• Execution handed off to EP-022 (Advance Mission Playbook)
• Execution handed off to EP-023 (Detail Execution) for continuous posture

99 * Execution Admin

Running deviation log, product register, sign-offs, and open actions for this cycle instance; feeds EP-017 after-action reporting and SS9 Cycle Metrics. → EP-020 SS9 Cycle Metrics and Feedback.

Deviation log (running)

Every dropped, merged, or late milestone with reason and approver.

• [milestone/item] - reason: [ ] - approver: [ ] - date: [ ]
• [item 2]

Product register (this cycle)

• EP-003 Route Analysis - status: [Draft / Final]
• EP-002 Advance Survey (per venue) - status: [ ]
• EP-004 Motorcade Plan - status: [ ]
• EP-018 Travel Security Package - status: [ ]
• EP-010 OPORD (+ EP-009 / EP-011 / EP-012 annexes) - status: [ ]

Cycle metrics (record at close)

• Cycle lead time (tasking receipt to G5): [ ] - target: within variant timeline
• Gate first-pass rate (gates passed without loop-back): [ ] - target: >= 80 percent
• Deviation count: [ ] - trend vs. prior cycle: [ ]
• Intelligence timeliness (D-01 delivery vs. LTIOV): [ ] - target: 100 percent by LTIOV
• Rework (products revised after G4): [ ] - target: ⇐ 1 per engagement

Sign-offs

• Team Leader sign-off (initials, date): [ ]
• Advance Lead sign-off (initials, date): [ ]

Open actions / RFIs (carry-forward)

• [open item] → route to [D-01 / Ops Manager / EP-017 after-action]
• [open item 2]