PROTECTIVE SURVEILLANCE PLAN
[PRINCIPAL / VENUE - ENGAGEMENT REF]
The Protective Surveillance Plan defines covert protection protocols, box structures, communications, compromise procedures, and deconfliction logic. Do not assert fictional findings or invent data.
Document Control
| Field | Value |
|---|---|
| Report Reference | [REF-YYYY-###] |
| Date of Report | [YYYY-MM-DD] |
| Reporting Period / As-Of Date | [YYYY-MM-DD] |
| Classification / Handling | [internal / CONFIDENTIAL] |
| Client | [CLIENT NAME] |
| Requesting Party | [REQUESTER NAME / ID] |
| Prepared By | [ANALYST NAME / ID] |
| Reviewed By | [REVIEWER NAME / ID] |
| Approving Officer | [APPROVER NAME / ID] |
| Version | [0.1.0] |
| Distribution | [NAMED RECIPIENTS] |
Handling & Legal Caveat
Handling: [internal / CONFIDENTIAL]. Access restricted to active operational team. May contain sensitive surveillance tactics.
Sourcing: Sourced from physical advances and regional surveillance doctrine.
Subject Snapshot
| Field | Value |
|---|---|
| Scope | Covert Surveillance and Protection |
| Principal | [PRINCIPAL NAME] |
| Jurisdiction | [STATE / COUNTRY] |
| Threat Level | [Low / Moderate / Elevated / High / Critical] |
Table of Contents
- Mission Statement and ROE
- Operating Concept
- Box Structure
- Cover for Status and Action
- Follow Protocols
- Communications Discipline
- Compromise Procedures
- Logging and Evidence
- Legal Constraints Annex
- Deconfliction with EP-008
1. Mission Statement and ROE
Instructional tradecraft: Define the mission goals, the legal authority under local jurisdiction, and the rules of engagement (ROE) using lawful-effects lanes. Avoid unqualified neutralize actions.
- Mission Goal: Maintain covert protective custody of the principal [PRINCIPAL NAME] within the jurisdiction of [JURISDICTION].
- ROE lanes:
- Deterrence / Hardening: Hardening the principal’s physical security posture (owner: Detail Leader, authority: private security registration).
- Legal Process: Pursue civil restraining orders if POIs exceed legal limits (owner: Team Leader, authority: regional civil code).
- LE Referral: Report persistent hostile stalkers to municipal police (owner: Team Leader, authority: criminal law).
2. Operating Concept
Instructional tradecraft: Detail overt vs covert postures and define the thresholds that trigger transition.
| Posture Level | Definition | Trigger Condition | Transition Time |
|---|---|---|---|
| Level 1: Covert | No visible operators; team acts as public bystanders | Baseline operations; threat level is Low or Moderate | Instant |
| Level 2: Overt | Visible close protection team; covert support box | Threat level Elevated or High; active crowd environment | < 30 minutes |
3. Box Structure
Instructional tradecraft: Define roles (static OPs, foot-follow, vehicle-follow) and minimum staffing levels.
- Static OP: [OPERATOR ROLE] positioned at venue choke points.
- Foot-Follow: [OPERATOR ROLE] tracking principal at distance of [METERS].
- Vehicle-Follow: [OPERATOR ROLE] in backup vehicle trailing the principal transport.
| Posture Level | Min Manning | Static OPs | Foot-Follow | Vehicle-Follow |
|---|---|---|---|---|
| Level 1: Covert | [N] Operators | [N] | [N] | [N] |
| Level 2: Overt | [N] Operators | [N] | [N] | [N] |
4. Cover for Status and Action
Instructional tradecraft: Document the cover legend, backstopping checklist, and profile verification.
- Cover Legend: [e.g. Corporate business travelers / event attendees].
- Backstopping: Ensure matching business credentials, clothing, and digital profiles are validated at T-24h.
5. Follow Protocols
Instructional tradecraft: Define distance bands, handoff triggers, brevity calls, and lost-contact drills.
- Distance Bands:
- Urban: [N] to [N] meters.
- Suburban: [N] to [N] meters.
- Rural: [N] to [N] meters.
- Handoff Trigger: When the principal moves between OPs, the lead foot-follow hands off via brevity code [CODEWORD-1].
- Lost-Contact Drill: Revert to designated rally points [RALLY-1] and [RALLY-2] within [MINUTES] of signal loss.
6. Communications Discipline
Instructional tradecraft: Integrate net references to EP-011 and radio silence conditions.
- Net Reference: Command and Detail net per EP-011.
- Radio Silence: Initiated by Detail Leader under conditions of [TRIGGER, e.g. proximity to POI].
- Duress Signal: [VERBAL SIGNAL].
7. Compromise Procedures
Instructional tradecraft: Define soft/hard compromise, break-off ladders, and principal notification.
- Soft Compromise: Operator observed but role remains unconfirmed. Protocol: Rotate operator to static OP (Break-Off Level 1).
- Hard Compromise: Operator role confirmed by POI. Protocol: Immediate break-off via the break-off ladder (Level 3 or above).
- Notification Rule: Detail Leader notifies Team Leader immediately; Principal notified only if hard compromise impacts their immediate schedule.
7.1 Break-Off Ladder
Instructional tradecraft: The break-off ladder is the staged withdrawal of covert coverage as compromise escalates. Any operator may declare a level up; only the named authority may declare a level down (reconstitute). Declare on the Detail Net with the level and reason.
| Level | Trigger | Action | Who Declares | Reconstitution |
|---|---|---|---|---|
| 0 Nominal | No compromise indicators | Normal box operating | n/a | n/a |
| 1 Soft Break | One operator possibly burned (soft compromise) | Rotate that operator out of the box to a rear/static position; replace from reserve | Any operator declares; Detail Leader confirms | Return operator after [N] minutes clean and a demeanor check |
| 2 Partial Break | A box element confirmed burned, or soft compromise across two or more operators | Collapse the affected element; hand its coverage to the alternate element; cycle burned operators off | Detail Leader | Rebuild element once a clean picture is re-established, on Detail Leader authority |
| 3 Full Break | Box confirmed compromised, or hostile counter-surveillance detected (link to EP-008 confirmation) | Entire covert element breaks contact and disperses to rally points [RALLY-1]/[RALLY-2]; principal transitions to overt posture (Section 2, Level 2) or is moved | Detail Leader; Team Leader informed immediately | Covert posture resumed only on Team Leader authority after a new advance |
| 4 Emergency Break / Exfil | Operator or principal at imminent risk | Immediate exfil; abandon covert posture; execute EP-012 and LE referral per ROE | Any operator declares; Team Leader assumes command | Post-incident only; not resumed same movement |
- Escalation is fast, de-escalation is deliberate: a level up takes effect on declaration; a level down requires the named authority and a positive clean-picture check.
- Principal Handling: At Level 3 and above, the principal is shifted to overt protection or moved before any reconstitution is considered.
8. Logging and Evidence
Instructional tradecraft: Define log templates and chain-of-custody rules.
- Surveillance Log: Timestamps, activities, POI description, photo ref.
- Chain-of-Custody: Imagery transfer to secure server verified by Detail Intelligence Officer.
9. Legal Constraints Annex
Instructional tradecraft: Map stalking, harassment, and recording laws in the target jurisdiction.
- Harassment Statutes: [STATE CODE SECTION] limits physical tracking.
- Audio/Video Recording: [One-party / Two-party] consent rules apply.
10. Deconfliction with EP-008
EP-007 performs covert protection (shielding the principal without their knowledge), whereas EP-008 detects hostile surveillance targeting the principal. If EP-008 detects an active hostile surveillance vector, the detail triggers an immediate handoff to the EP-007 covert response box for counter-surveillance or initiates LE referral per the ROE.
END OF REPORT
Model wiring
Generated from cell frontmatter at publish time.