TRAINING AND READINESS PROGRAM
[DETAIL IDENTIFIER - ENGAGEMENT REF]
The TRAINING AND READINESS PROGRAM is the system that qualifies, evaluates, and records whether a four-operator detail can execute the standards written elsewhere: it does not hold drill content or task technique (that lives in EP-004, EP-022, EP-024, EP-025, EP-028), it holds the qualification standards, the rehearsal schedule, the evaluation and currency records, and the onboarding and review gates that keep those standards true over time. There is no dedicated training cadre; training rides the detail battle rhythm (EP-021). This is a standing internal program document, not a client deliverable; Annex A defines the narrow attestation that may be shared externally. This is a repeatable program standard. All engagement-specific values are bracketed placeholders. Do not assert fictional findings or invent data.
Document Control
| Field | Value |
|---|---|
| Report Reference | [REF-YYYY-###] |
| Date of Report | [YYYY-MM-DD] |
| Classification / Handling | [internal] |
| 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 | RF, BR, MR, JM, CS |
Handling & Legal Caveat
Handling: internal. This program document is not client-facing; access is restricted to assigned detail personnel and the accountable owner. It contains individual evaluation and remediation detail that is personnel information, not intelligence product.
Nature of this product: This is a training and readiness program standard. It does not deliver legal advice. Defensive-skills and use-of-force content renders to lawful effects only, within the jurisdiction and licensing of the area of operations (AO); see Section 2 for the jurisdiction-dependent constraint. Only the Annex A attestation may be disclosed to a client or prospect.
Detail Snapshot
| Field | Value |
|---|---|
| Engagement Reference | [ENGAGEMENT REF] |
| Detail Roster | RF (Team Leader), BR (Operations Manager), MR, JM (Close Protection Officers / drivers), CS (Detail Intelligence Officer, support role) |
| Program Effective | [YYYY-MM-DD] to [YYYY-MM-DD] |
| Governing Battle Rhythm | EP-021, rehearsal block per its weekly cycle |
| Next Annual Program Review | [YYYY-MM-DD] |
Table of Contents
- Purpose and Readiness Philosophy
- Individual Qualification Standards
- Collective Task List
- Rehearsal Cadence and Battle Rhythm Integration
- Evaluation, Records, and Currency
- New-Joiner and Vendor-Surge Onboarding
- After-Action Integration
- Annual Program Review
Annex A: Client-Facing Readiness Attestation
1. Purpose and Readiness Philosophy
Instructional tradecraft: fix ownership before anything else. A program with no owner decays into whichever drill someone remembers to run.
- No dedicated training cadre exists at this detail scale. Training is not a separate calendar; it rides the EP-021 battle rhythm (daily kit checks, the weekly rehearsal block, the per-engagement G5 gate) and is scheduled the same way any other recurring product is scheduled.
- Contrast with EP-025: EP-025 is the drill library, the rehearsable behavior itself. EP-029 is the system around it, the standards an operator must meet, the schedule that puts drills on the calendar, the record that proves currency, and the gates that turn a lapse into a duty-roster decision.
- Ownership: RF (Team Leader) owns the program and approves qualification-standard changes and assignment-eligibility decisions arising from a lapse. BR (Operations Manager) administers records, schedules external evaluators, and tracks currency. Each operator owns their own currency status and reports an approaching lapse before it is flagged, not after.
- Readiness philosophy: qualification precedes assignment, not the reverse. Currency is tracked, never assumed from memory or reputation. A lapsed critical qualification is a fact about today’s roster, not a paperwork exception to be caught up later.
- Scope: this program governs the standing detail (RF, BR, MR, JM) and the support role (CS). CS carries the analytic and communications standards in Section 2 in full; the contact-role standards (protective driving, unarmed defensive skills) apply to CS only where CS is tasked into a contact posture, which this detail’s model does not assume by default.
2. Individual Qualification Standards
Each row is a standard an operator must hold to be eligible for the role(s) listed. “Critical” marks the standards whose lapse changes assignment eligibility under Section 5; it does not rank the others as unimportant.
| Standard | Applicable Role(s) | Evaluation Method | Currency Period | Evaluator | Critical (gates assignment) |
|---|---|---|---|---|---|
| Protective driving (evasive/defensive driving; embus/debus and cross-load per EP-004) | RF, BR, MR, JM (drivers) | Practical evaluation on a closed course plus a graded EP-004 embus/debus drill | [12] months | [ACCREDITED DRIVING SCHOOL / QUALIFIED INSTRUCTOR] | Yes |
| Surveillance detection (SDR execution; hostile-surveillance indicator recognition) | RF, BR, MR, JM (execution); CS (analytic indicator recognition from the intelligence feed) | Practical SDR exercise plus a written indicator-recognition test | [12] months | RF or [EXTERNAL SDR INSTRUCTOR] | No |
| Field reporting per EP-027 | RF, BR, MR, JM, CS | Submission of a graded field contact / suspicious activity report meeting the EP-027 format standard | [12] months | CS (Detail Intelligence Officer) | No |
| Emergency medicine to [STATED RESPONDER LEVEL - e.g. TCCC-equivalent / Wilderness First Responder]; detail medic to [HIGHER STATED LEVEL] | RF, BR, MR, JM, CS (baseline); detail medic (higher level) | Practical skills evaluation plus written examination per the certifying body | [24] months, or the certifying body’s recertification cycle if shorter | [ACCREDITED MEDICAL TRAINING PROVIDER] | Yes |
| Communications procedures per EP-011 (PACE execution, brevity codes, duress procedures) | RF, BR, MR, JM, CS | Practical comms check across all PACE legs plus an unannounced duress-word drill | [6] months | RF or Shift Lead | Yes |
| Unarmed defensive skills and lawful use-of-force limits per AO | MR, JM (primary contact roles); RF, BR by standing policy | Practical defensive-tactics evaluation plus a written test on the jurisdiction’s use-of-force limits (region package legal annex) | [12] months | [ACCREDITED DEFENSIVE TACTICS INSTRUCTOR]; the legal-limits component is counsel-reviewed | Yes |
| Digital/OPSEC discipline (device handling per SYS-003; personal and operational footprint; social media discipline) | RF, BR, MR, JM, CS | Written OPSEC assessment plus a spot audit of digital footprint | [12] months | CS | No |
- Jurisdiction constraint: the use-of-force limits row is AO-specific and non-transferable between engagements; a detail moving to a new AO re-tests the written component against that AO’s region package legal annex before first movement, independent of the [12]-month cycle.
- No dedicated training cadre means most evaluators above are external or cross-detail; RF and Shift Lead evaluate only where the standard does not require outside accreditation.
3. Collective Task List
These are the tasks the detail rehearses as a unit. Content and technique live in the cited cell; this table exists only to fix which product governs which task and who owns its rehearsal.
| Collective Task | Governing Product | Rehearsal Standard | Rehearsal Owner |
|---|---|---|---|
| Advance execution | EP-022 Advance Mission Playbook | Physical or tabletop advance rehearsal at each new AO or venue, gated at EP-020 G3/G5 | Advance Lead |
| Motorcade actions | EP-004 Motorcade Movement Plan | Embus/debus and immediate-action drills to the time-to-standard set in EP-004 | Shift Lead |
| Crisis actions | EP-025 Crisis Actions Playbook, drill library (Section 3) | One drill per week minimum on the EP-021 rehearsal block; full library cycles within [8] weeks; AOP, medical, and vehicle-contact drills mandatory before first movement at a new AO or venue (EP-025 Section 9) | Shift Lead |
| Covert protection | EP-024 Covert Protection Playbook | [PERIODIC] rehearsal of the covert-box stand-up and the covert-to-overt transition | RF |
| Kidnap response activation | EP-028 Kidnap Response Runbook | [PERIODIC] tabletop rehearsal of the activation sequence and the notification chain | RF |
- This list schedules rehearsal against existing standards; it does not restate their content. A discrepancy between this table’s cadence and the cited cell’s own rehearsal section is resolved in favor of the cited cell, and this table is corrected.
4. Rehearsal Cadence and Battle Rhythm Integration
Instructional tradecraft: rehearsal that depends on someone remembering to schedule it will not happen under operational load. It rides the rhythm or it lapses.
- Pre-engagement rehearsal set (mandatory before D-day): the EP-025 Section 9 minimum, AOP, medical, and vehicle-contact drills, rehearsed at the actual venue/vehicle where operationally acceptable, before the EP-020 G5 gate closes. A drill never rehearsed at the site is flagged in the G5 brief per EP-020.
- Sustainment cadence: the EP-021 weekly cycle rehearsal block runs one crisis-actions drill per week minimum; the full EP-025 library cycles within [8] weeks; this table’s other collective tasks (Section 3) rotate through the same weekly slot on a schedule BR maintains and RF approves.
- Opportunity training during lulls: when scheduled coverage has slack (no principal movement, reduced threat posture), the Shift Lead tasks opportunity training against the currency tracker’s nearest-to-lapse items (Section 5), logged identically to a scheduled rehearsal. Opportunity training does not substitute for a graded evaluation where one is required.
- Posture-driven cadence increase: at Elevated threat posture or above (L x I >= 11, per EP-021 Section 5), rehearsal frequency for the threat-relevant drill(s) increases to [twice weekly] until posture drops; this is a cadence change, not a standard change.
5. Evaluation, Records, and Currency
Instructional tradecraft: a standard with no record is a claim, not a fact. The record is what makes a qualification auditable rather than remembered.
- Per-operator readiness file (BR custodian; RF full access; CS excluded from medical-record detail on privacy grounds): identity and role; a qualification record per Section 2 standard (date, evaluator, result); medical certifications; driving qualifications/permits; rehearsal-log excerpts (from the EP-021 daily log); remediation history.
- Currency tracker (maintained by BR, reviewed at the EP-021 weekly PIR/logistics cycle):
| Operator | Standard | Last Evaluated | Expires | Status |
|---|---|---|---|---|
| [INITIALS] | [STANDARD FROM SECTION 2] | [YYYY-MM-DD] | [YYYY-MM-DD] | [CURRENT / EXPIRING / LAPSED] |
- Remediation path: the tracker flags a standard at [30] days before expiry; BR schedules remediation training or re-evaluation with the Section 2 evaluator; the operator remains eligible until the currency period actually lapses. A lapse that reaches expiry without completed remediation triggers the assignment-eligibility rule below.
- Assignment eligibility rule: a lapsed standard marked Critical in Section 2 (protective driving, emergency medicine, communications procedures, unarmed defensive skills/use-of-force) removes the operator from the duty or post that standard gates until requalified; RF adjusts the duty roster and logs the change in the readiness file. A lapsed non-critical standard opens a corrective action and a remediation deadline but does not by itself remove the operator from duty, unless it compounds with a second lapse, which RF reviews individually.
- A vendor-surge operator (Section 6) not yet through the full Section 2 set is tracked in the same currency tracker with an explicit “onboarding, gap accepted by RF” status rather than a blank row.
6. New-Joiner and Vendor-Surge Onboarding
Instructional tradecraft: the gate before first client exposure is the one point where an unqualified operator can reach the principal. It does not get compressed silently.
- Firm-hire pipeline: standard background and reference vetting per [FIRM HR POLICY REF]; the full Section 2 qualification set completed and recorded before independent post assignment; a probationary shadow period of [X] shifts under a qualified operator before solo duty; full entry into the readiness file at the end of the shadow period.
- Vendor-surge pipeline (staffing gaps per EP-021 Section 8 surge threshold, sourced via ART-vendor-roster): minimum vetting is the D-04 vendor pipeline, BIZ-004 Vendor Vetting Standard executed as BIZ-005 Vendor Integrity Vetting Assessment, before the operator appears on the BIZ-006 Pre-Vetted Vendor Roster at all. This vetting is a precondition for consideration, not a substitute for Section 2 qualification.
- Abbreviated qualification gate before client exposure (vendor-surge operator, minimum before first duty): a practical communications-procedures check (EP-011 PACE and duress), a walkthrough of the AOP and medical immediate-action drills (EP-025), and a briefing (not full evaluation) on the AO’s use-of-force limits from the region package legal annex. Any Section 2 standard not completed at this minimum is logged as a named risk, accepted by RF, exactly as EP-020 records a crash-cycle risk acceptance.
- The vendor-surge operator completes the full Section 2 set within [X] days of first duty or the engagement ends, whichever is first; until then the currency tracker (Section 5) carries the operator with an open onboarding-gap status, and any Section 2 standard marked Critical that remains ungated restricts that operator from the duty it gates regardless of the accepted-risk entry.
7. After-Action Integration
Instructional tradecraft: a lesson that does not change a task list or a drill emphasis was not learned, it was noted.
- EP-017 after-action findings that implicate readiness (a missed drill step, a timing miss against standard, a fatigue event, a cadence gap, a qualification that proved inadequate in execution) route into this program in three ways: the Section 3 collective task list gains a rehearsal-emphasis note for the next cycle; a Section 2 standard is revised if the standard itself, not just execution against it, was deficient; and the drill content itself is corrected at its owning cell (EP-025, EP-024, EP-028, EP-004, EP-022) under that cell’s own feedback provision.
- This closes to the Section 8 annual program review: findings accumulate through the year in the corrective-action register (EP-017) and are the primary input to the review’s judgment on whether the standards, not just individual operators, are adequate.
8. Annual Program Review
Instructional tradecraft: the review asks whether the program is still the right program, not whether individuals passed it.
- Cadence: annual, owned by RF, informed by BR’s currency-tracker rollup and the year’s accumulated EP-017 corrective-action register.
- Reviews, at minimum: adequacy of each Section 2 standard and its currency period; sourcing and quality of external evaluators; Section 3 collective task list coverage against the AO’s current threat picture; effectiveness of the Section 6 onboarding pipeline, including any vendor-surge gap incidents recorded during the year.
- Output: this document is versioned with the resulting changes. A change takes effect at the next daily brief per the EP-021 change-control convention, never mid-shift, except an emergency posture-driven cadence change under Section 4.
- Where the review finds a standard cannot be met at this detail’s scale (evaluator unavailable, cost, notice), that gap is recorded here as an open item with an owner and target date, not silently dropped.
Annex A: Client-Facing Readiness Attestation
Instructional tradecraft: this is the only part of the program a client or prospect ever sees. Everything else in this document is internal personnel information.
- Shareable, on request, to a client or prospect: the qualification categories the detail holds (the Section 2 standard names, e.g. “protective driving,” “emergency medicine to [STATED RESPONDER LEVEL]”), an aggregate currency statement per category (“current” / “in remediation, no assignment impact to client-facing duty”), the named external accrediting body or course for each category, and a plain description that training rides a standing battle-rhythm cadence with an annual program review.
- Never shareable: individual evaluation scores, pass/fail detail tied to a named operator, remediation history for a named individual, drill times-to-standard, any content of a per-operator readiness file, specific rehearsal dates, locations, or venues (this is operational information under the EP-021 handling rule), or any assignment-eligibility action taken against a named individual.
- Attestation format: one line per Section 2 category stating current/in-remediation status only as defined above, dated to the engagement reference, signed by RF. No aggregate statement substitutes for or implies a guarantee against incident.
END OF REPORT
Model wiring
Generated from cell frontmatter at publish time.