I have created a few checklists and other reference diagrams for use by my peers and clients, here are a few I am starting with to post. I will added more in the near future. If you have suggest changes or positive stories about their use, let me know.
Guarding Your Career Search Reference Tool – 05/14/2025 Edition
Quick reference of indicators of fraud and scams and solutions I teach during my class on the same topic.
Corporation / Small Business Security Self Assessment Tool – 03/11/2025 Edition
Simple self-assessment that a corporaton / small business can use to BASELINE where they are with their security, safety, and medical program at their organization.
Church Security Self-Assessment Tool
Simple self assessment a church can use to BASELINE where they are with their security, safety, and medical program at their church.
Protective Industry Compliance Transparency Attestation
Updated: 07 April 2025
Blank Executive Protection / Guard / Event Security Provider Compliance Transparency Form
Security Audit Scope Development Tool – Beta – Tableau
Latest release of Security Audit / Assessment Scope Development Tool by Jim McConnell
Security Audit Scope Development Tool v5.0 – PowerBI Version
Latest release of Security Audit / Assessment Scope Development Tool by Jim McConnell
Go Bag Checklist
This is a simple set of ideas for (Family) Go Bags, not meant to perfect, just a perspective that I provide during my Go Bag Classes
After Action Report
An example (Personal) After Action Report/Questionnaire for use after an executive protection event, disaster response event, or other security incident
Table Top Exercise (TTX) Inject Questionnaire
Basic initial participant scoping questionaire for planning a good security Table Top Exercise
Guns and Houses of Worship Decision Criteria Tool
This is a SAMPLE of the criteria a House of Worship should consider when setting policies around Guns (and other weapons) and the
organization’s path forward in this sensitive policy discussion.
Traveler Information Security Considerations
An initial set of information security considerations for travelers, particularly personnel/executives with access to sensitive information or potentially targeted.
M&A Due Diligence Seller Self Assessment – “Fast Food” Edition
Simple “Fast Food” Self Assessment used by Private Equity, Venture Capitalist, Investment Bankers, BizDev, DMO, for quick assessment of a Seller’s converged security governance
Global Sourcing/Outsourcing Evaluation Tool
A simple table to evaluate various elements of when and where to start, evaluate, or stop Global Sourcing / Global Outsourcing / Offshoring
Executive Protection Tech Stack
A mindmap of what an individual or organization might consider in their “Tech Stack” if managing an EP Program