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Knowing Your PrincipleKnowing Your Principle
Don MoeDon Moe
Small Team OperationsSmall Team Operations
Protection GoalsProtection Goals
To PreventTo Prevent
• Injury:Injury: To self or others.To self or others.
• Embarrassment:Embarrassment: Alcohol, ex-wives, ex-girlfriend, compromisingAlcohol, ex-wives, ex-girlfriend, compromising
establishments.establishments.
• Kidnapping:Kidnapping: Protectee, family and significant other.Protectee, family and significant other.
• Assassination:Assassination: Risk of assignation is relative to known threats.Risk of assignation is relative to known threats.
• Prevent interruption ofPrevent interruption of
protectee’s schedule:protectee’s schedule: Proper advance work will reduce risk of scheduleProper advance work will reduce risk of schedule
interruptions.interruptions.
WHAT CAN I DO?WHAT CAN I DO?
““Not all Aggression Is Immediately Apparent”Not all Aggression Is Immediately Apparent”
““Situations develop slowly and build”Situations develop slowly and build”
• Do you have permission to stop protectee from receiving items. ( Have assistant)Do you have permission to stop protectee from receiving items. ( Have assistant)
• Do you have permission to go toward unclear threat or while on post? (Ask)Do you have permission to go toward unclear threat or while on post? (Ask)
• Do you have permission to remove lingering grasp during handshake? (Explain)Do you have permission to remove lingering grasp during handshake? (Explain)
General Principles working with ProtecteeGeneral Principles working with Protectee
• GeneralGeneral
– Do not smokeDo not smoke
– Wear clothing that blends into the clients culture and the environment you are in.Wear clothing that blends into the clients culture and the environment you are in.
– Do not chew gumDo not chew gum
– Do not engage the principal in conversation unless initiated by the principalDo not engage the principal in conversation unless initiated by the principal
– Maintain a attitude of professionalismMaintain a attitude of professionalism
– Keep handcuffs and weapons discreetly securedKeep handcuffs and weapons discreetly secured
– Refer any problems to the Detail LeaderRefer any problems to the Detail Leader
– Stay alert and aware readyStay alert and aware ready
– Remember your primary objective is to protect the principal.Remember your primary objective is to protect the principal.
– Do nothing to comprise the security of the principal, yet utilize tact, discretionDo nothing to comprise the security of the principal, yet utilize tact, discretion
and common senseand common sense
Walking with your Protectee.Walking with your Protectee.
• 1 or 2 person team.1 or 2 person team.
• Protect behind and to the right side ofProtect behind and to the right side of
the principal.the principal.
• Point person should positionPoint person should position
themselves in front and to the left.themselves in front and to the left.
• Nearest agent should attempt to blockNearest agent should attempt to block
path of attacker.path of attacker.
• Agent with protectee calls out directionAgent with protectee calls out direction
of travel.of travel.
• Distance from protectee when movingDistance from protectee when moving
relative to threat level and theirrelative to threat level and their
comfort level.comfort level.
• Do not let the principal enter aDo not let the principal enter a
doorway firstdoorway first
• In hallways keep the principal in theIn hallways keep the principal in the
centercenter
• Keep the principal away fromKeep the principal away from
doorways, alcoves, etc.doorways, alcoves, etc.
• Move towards the attacker not awayMove towards the attacker not away
Knowing Your Client Likes/DislikesKnowing Your Client Likes/Dislikes
The known or perceived threats will determine the needed riskThe known or perceived threats will determine the needed risk
mitigation strategies as well as your positioning with yourmitigation strategies as well as your positioning with your
protectee.protectee.
3 Types of Protectee3 Types of Protectee
1.1. Dignitary-Corporate:Dignitary-Corporate: Tend to want privacy and attract little attention.Tend to want privacy and attract little attention.
2.2. Political:Political: Public attention, visible and close contact with others.Public attention, visible and close contact with others.
3.3. Celebrity:Celebrity: Can be either private or public. Visible, known, closeCan be either private or public. Visible, known, close
contact with others.contact with others.
Ask YourselfAsk Yourself
• How well known is the protectee to the public?How well known is the protectee to the public?
• Any controversial issues or topics they represent?Any controversial issues or topics they represent?
• Any prior actions taken against the protectee?Any prior actions taken against the protectee?
• Current threat data on protectee?Current threat data on protectee?
Dignitary Protection 02/08/04
DIGNITARY-CORPORATEDIGNITARY-CORPORATE
1.1. DIGNITARY-CORPORATEDIGNITARY-CORPORATE
• Image is important as well as efficiency.Image is important as well as efficiency.
• Blend into the business culture and fit the environment.Blend into the business culture and fit the environment.
• May need to increase distance from protectee in order to provide privacy andMay need to increase distance from protectee in order to provide privacy and
business decorum. (Undo attention to your presence distracts from business)business decorum. (Undo attention to your presence distracts from business)
• Know the culture your are in and the expected norms.Know the culture your are in and the expected norms.
• Delegate other tasks if possible with the executive assistant or business contact .Delegate other tasks if possible with the executive assistant or business contact .
• Have known protocol in place that will address when you should intervene and onHave known protocol in place that will address when you should intervene and on
what conditions?what conditions?
• Any other suggestions?Any other suggestions?
POLITICALPOLITICAL
2.2. POLITICALPOLITICAL
• Get needed information from the assistant or aid assigned to the protectee.Get needed information from the assistant or aid assigned to the protectee.
• Image is very important. (Avoid embarrassing events)Image is very important. (Avoid embarrassing events)
• Close in with public, potential large unsecured or monitored crowds and or venues.Close in with public, potential large unsecured or monitored crowds and or venues.
• Protectee may change plans on the fly, need to go with it as best as you can.Protectee may change plans on the fly, need to go with it as best as you can.
• Will need to be close w/o suffocating them. ( Minimum 2 arms length)Will need to be close w/o suffocating them. ( Minimum 2 arms length)
• Beware of your conduct. Camera’s and cell phones everywhere.Beware of your conduct. Camera’s and cell phones everywhere.
• Have internal and external routes and safe rooms pre-designated and walked priorHave internal and external routes and safe rooms pre-designated and walked prior
to event.to event.
• Know the routes, walk them,Know the routes, walk them,
CELEBRITYCELEBRITY
3.3. CELEBRITYCELEBRITY
• Protectee will be known by the public, visible, and attract crowds quickly in unsecuredProtectee will be known by the public, visible, and attract crowds quickly in unsecured
locations.locations.
• Work with manager, publicist, or designated business agent to get informationWork with manager, publicist, or designated business agent to get information
relevant to clients background, expectations, risk, etc.…relevant to clients background, expectations, risk, etc.…
• Public image and confidentiality are “VERY” important.Public image and confidentiality are “VERY” important.
• Prepare for and mitigate against situations that can create embarrassment or ridiculePrepare for and mitigate against situations that can create embarrassment or ridicule
to the protectee. (Tripping, Intoxicated, Fighting, Car accident, Groupies,)to the protectee. (Tripping, Intoxicated, Fighting, Car accident, Groupies,)
• May be asked to perform personal assistance activity. (Food, gift, deliver messageMay be asked to perform personal assistance activity. (Food, gift, deliver message
either physically or verbally) How will you handle it?either physically or verbally) How will you handle it?
• Discretion: Married, Girlfriends, parties, drugs. How do you handle ? (Example)Discretion: Married, Girlfriends, parties, drugs. How do you handle ? (Example)
PERSONALITY CARDS
3” x 5” index cards on individuals who you or your principals have had contact with
Examples include:
• 1. Executives and others at company facilities
• 2. Government personnel
• 3. Persons your principal may have social engagement with at their home
• 4. Helpful staff members, hotel staffers, drivers
• 5. Personality cards might include
• • File code
• • Name, city, state, and country
• • Company, position, title
• • Business address, telephone, fax number
• • Special interests
• • Additional notes
• 6. Special interests, (e.g., baseball fan, opera fan, hobbies)
• 7. Examples of notes (e.g., son goes to West Point, names of children,
spouse’s name)
SummarySummary
• Your protection measures that you initiate will at times, be changed by the protecteeYour protection measures that you initiate will at times, be changed by the protectee
or their handler on very short notice or w/o notice.or their handler on very short notice or w/o notice.
• You may be asked to perform functions that will not fall under your perception ofYou may be asked to perform functions that will not fall under your perception of
“Security”. How will you handle it?“Security”. How will you handle it?
• Your protectee may challenge you morally or ethically. How to you handle it?Your protectee may challenge you morally or ethically. How to you handle it?
• As a solo agent, you may have to perform your security advance on the fly. Be readyAs a solo agent, you may have to perform your security advance on the fly. Be ready
and understand you can only do the best with the time that you have.and understand you can only do the best with the time that you have.
• Make the best use of your down time when not with protectee. (Sleep, eat, prepare)Make the best use of your down time when not with protectee. (Sleep, eat, prepare)
• Always be courteous and friendly with everyone.Always be courteous and friendly with everyone.
YOUR ACTIONS AND ATTITUDE TOWARD OTHERS HAS AYOUR ACTIONS AND ATTITUDE TOWARD OTHERS HAS A
DIRECT CORROLATION WITH THE LONGEVITY ANDDIRECT CORROLATION WITH THE LONGEVITY AND
POTENTIAL FOR FUTURE OPPORTUNTIESPOTENTIAL FOR FUTURE OPPORTUNTIES ..

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Small Team Operations-Knowing Your Client

  • 1. Knowing Your PrincipleKnowing Your Principle Don MoeDon Moe Small Team OperationsSmall Team Operations
  • 2. Protection GoalsProtection Goals To PreventTo Prevent • Injury:Injury: To self or others.To self or others. • Embarrassment:Embarrassment: Alcohol, ex-wives, ex-girlfriend, compromisingAlcohol, ex-wives, ex-girlfriend, compromising establishments.establishments. • Kidnapping:Kidnapping: Protectee, family and significant other.Protectee, family and significant other. • Assassination:Assassination: Risk of assignation is relative to known threats.Risk of assignation is relative to known threats. • Prevent interruption ofPrevent interruption of protectee’s schedule:protectee’s schedule: Proper advance work will reduce risk of scheduleProper advance work will reduce risk of schedule interruptions.interruptions.
  • 3. WHAT CAN I DO?WHAT CAN I DO? ““Not all Aggression Is Immediately Apparent”Not all Aggression Is Immediately Apparent” ““Situations develop slowly and build”Situations develop slowly and build” • Do you have permission to stop protectee from receiving items. ( Have assistant)Do you have permission to stop protectee from receiving items. ( Have assistant) • Do you have permission to go toward unclear threat or while on post? (Ask)Do you have permission to go toward unclear threat or while on post? (Ask) • Do you have permission to remove lingering grasp during handshake? (Explain)Do you have permission to remove lingering grasp during handshake? (Explain)
  • 4. General Principles working with ProtecteeGeneral Principles working with Protectee • GeneralGeneral – Do not smokeDo not smoke – Wear clothing that blends into the clients culture and the environment you are in.Wear clothing that blends into the clients culture and the environment you are in. – Do not chew gumDo not chew gum – Do not engage the principal in conversation unless initiated by the principalDo not engage the principal in conversation unless initiated by the principal – Maintain a attitude of professionalismMaintain a attitude of professionalism – Keep handcuffs and weapons discreetly securedKeep handcuffs and weapons discreetly secured – Refer any problems to the Detail LeaderRefer any problems to the Detail Leader – Stay alert and aware readyStay alert and aware ready – Remember your primary objective is to protect the principal.Remember your primary objective is to protect the principal. – Do nothing to comprise the security of the principal, yet utilize tact, discretionDo nothing to comprise the security of the principal, yet utilize tact, discretion and common senseand common sense
  • 5. Walking with your Protectee.Walking with your Protectee. • 1 or 2 person team.1 or 2 person team. • Protect behind and to the right side ofProtect behind and to the right side of the principal.the principal. • Point person should positionPoint person should position themselves in front and to the left.themselves in front and to the left. • Nearest agent should attempt to blockNearest agent should attempt to block path of attacker.path of attacker. • Agent with protectee calls out directionAgent with protectee calls out direction of travel.of travel. • Distance from protectee when movingDistance from protectee when moving relative to threat level and theirrelative to threat level and their comfort level.comfort level. • Do not let the principal enter aDo not let the principal enter a doorway firstdoorway first • In hallways keep the principal in theIn hallways keep the principal in the centercenter • Keep the principal away fromKeep the principal away from doorways, alcoves, etc.doorways, alcoves, etc. • Move towards the attacker not awayMove towards the attacker not away
  • 6. Knowing Your Client Likes/DislikesKnowing Your Client Likes/Dislikes The known or perceived threats will determine the needed riskThe known or perceived threats will determine the needed risk mitigation strategies as well as your positioning with yourmitigation strategies as well as your positioning with your protectee.protectee. 3 Types of Protectee3 Types of Protectee 1.1. Dignitary-Corporate:Dignitary-Corporate: Tend to want privacy and attract little attention.Tend to want privacy and attract little attention. 2.2. Political:Political: Public attention, visible and close contact with others.Public attention, visible and close contact with others. 3.3. Celebrity:Celebrity: Can be either private or public. Visible, known, closeCan be either private or public. Visible, known, close contact with others.contact with others. Ask YourselfAsk Yourself • How well known is the protectee to the public?How well known is the protectee to the public? • Any controversial issues or topics they represent?Any controversial issues or topics they represent? • Any prior actions taken against the protectee?Any prior actions taken against the protectee? • Current threat data on protectee?Current threat data on protectee? Dignitary Protection 02/08/04
  • 7. DIGNITARY-CORPORATEDIGNITARY-CORPORATE 1.1. DIGNITARY-CORPORATEDIGNITARY-CORPORATE • Image is important as well as efficiency.Image is important as well as efficiency. • Blend into the business culture and fit the environment.Blend into the business culture and fit the environment. • May need to increase distance from protectee in order to provide privacy andMay need to increase distance from protectee in order to provide privacy and business decorum. (Undo attention to your presence distracts from business)business decorum. (Undo attention to your presence distracts from business) • Know the culture your are in and the expected norms.Know the culture your are in and the expected norms. • Delegate other tasks if possible with the executive assistant or business contact .Delegate other tasks if possible with the executive assistant or business contact . • Have known protocol in place that will address when you should intervene and onHave known protocol in place that will address when you should intervene and on what conditions?what conditions? • Any other suggestions?Any other suggestions?
  • 8. POLITICALPOLITICAL 2.2. POLITICALPOLITICAL • Get needed information from the assistant or aid assigned to the protectee.Get needed information from the assistant or aid assigned to the protectee. • Image is very important. (Avoid embarrassing events)Image is very important. (Avoid embarrassing events) • Close in with public, potential large unsecured or monitored crowds and or venues.Close in with public, potential large unsecured or monitored crowds and or venues. • Protectee may change plans on the fly, need to go with it as best as you can.Protectee may change plans on the fly, need to go with it as best as you can. • Will need to be close w/o suffocating them. ( Minimum 2 arms length)Will need to be close w/o suffocating them. ( Minimum 2 arms length) • Beware of your conduct. Camera’s and cell phones everywhere.Beware of your conduct. Camera’s and cell phones everywhere. • Have internal and external routes and safe rooms pre-designated and walked priorHave internal and external routes and safe rooms pre-designated and walked prior to event.to event. • Know the routes, walk them,Know the routes, walk them,
  • 9. CELEBRITYCELEBRITY 3.3. CELEBRITYCELEBRITY • Protectee will be known by the public, visible, and attract crowds quickly in unsecuredProtectee will be known by the public, visible, and attract crowds quickly in unsecured locations.locations. • Work with manager, publicist, or designated business agent to get informationWork with manager, publicist, or designated business agent to get information relevant to clients background, expectations, risk, etc.…relevant to clients background, expectations, risk, etc.… • Public image and confidentiality are “VERY” important.Public image and confidentiality are “VERY” important. • Prepare for and mitigate against situations that can create embarrassment or ridiculePrepare for and mitigate against situations that can create embarrassment or ridicule to the protectee. (Tripping, Intoxicated, Fighting, Car accident, Groupies,)to the protectee. (Tripping, Intoxicated, Fighting, Car accident, Groupies,) • May be asked to perform personal assistance activity. (Food, gift, deliver messageMay be asked to perform personal assistance activity. (Food, gift, deliver message either physically or verbally) How will you handle it?either physically or verbally) How will you handle it? • Discretion: Married, Girlfriends, parties, drugs. How do you handle ? (Example)Discretion: Married, Girlfriends, parties, drugs. How do you handle ? (Example)
  • 10. PERSONALITY CARDS 3” x 5” index cards on individuals who you or your principals have had contact with Examples include: • 1. Executives and others at company facilities • 2. Government personnel • 3. Persons your principal may have social engagement with at their home • 4. Helpful staff members, hotel staffers, drivers • 5. Personality cards might include • • File code • • Name, city, state, and country • • Company, position, title • • Business address, telephone, fax number • • Special interests • • Additional notes • 6. Special interests, (e.g., baseball fan, opera fan, hobbies) • 7. Examples of notes (e.g., son goes to West Point, names of children, spouse’s name)
  • 11. SummarySummary • Your protection measures that you initiate will at times, be changed by the protecteeYour protection measures that you initiate will at times, be changed by the protectee or their handler on very short notice or w/o notice.or their handler on very short notice or w/o notice. • You may be asked to perform functions that will not fall under your perception ofYou may be asked to perform functions that will not fall under your perception of “Security”. How will you handle it?“Security”. How will you handle it? • Your protectee may challenge you morally or ethically. How to you handle it?Your protectee may challenge you morally or ethically. How to you handle it? • As a solo agent, you may have to perform your security advance on the fly. Be readyAs a solo agent, you may have to perform your security advance on the fly. Be ready and understand you can only do the best with the time that you have.and understand you can only do the best with the time that you have. • Make the best use of your down time when not with protectee. (Sleep, eat, prepare)Make the best use of your down time when not with protectee. (Sleep, eat, prepare) • Always be courteous and friendly with everyone.Always be courteous and friendly with everyone. YOUR ACTIONS AND ATTITUDE TOWARD OTHERS HAS AYOUR ACTIONS AND ATTITUDE TOWARD OTHERS HAS A DIRECT CORROLATION WITH THE LONGEVITY ANDDIRECT CORROLATION WITH THE LONGEVITY AND POTENTIAL FOR FUTURE OPPORTUNTIESPOTENTIAL FOR FUTURE OPPORTUNTIES ..