The first step in every operation is gathering information about the client, venue, audience, requirements etc. This will form the basis of an overall assessment of the nature and scope of the assignment.

Based on these data, a security consultant is assigned, or a security team with the right qualifications and profiles is put together – in the case of a team, a leader is assigned. The security consultant or team is introduced to and briefed on the preliminary aspects of the assignment. The specific preparations, such as reconnaissance, planning in detail, preparation of equipment and, if relevant, contact with the authorities are initiated.

The planning is converted into a final plan of action, on which the security consultant or the team is thoroughly briefed. At this stage of the process the security consultant or team assigned to the operation is introduced to the client.