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Close Protection and Bodyguarding Safety Checklist

Free Safety Checklist template · Category: Security and Public SafetyView all Safety Checklist templates
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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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A spreadsheet version for digital tracking and filtering.

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Risk Assessment Description:

This close protection and bodyguarding safety checklist provides a practical, closed‑question template for security operatives, door supervisors, stewards, CCTV operators and duty managers to confirm that all critical controls are in place before, during and after a close‑protection assignment.

The checklist is designed for use in high‑risk environments where hostile threat, vehicle travel and prolonged lone duties are possible. It covers planning, competence, site security, vehicle inspection, personal protective equipment, communication, emergency response and post‑duty debrief, referencing the Private Security Industry Act 2001 and current HSE guidance.

Use this checklist for:

  • Pre‑assignment risk and route assessment
  • On‑site duty monitoring and threat management
  • Vehicle and equipment inspection
  • Post‑duty debrief and equipment secure‑ment

During the duty the operative marks each question with Yes, No or N/A. Any No response must be investigated immediately and corrective action recorded. Completed checklists are retained as part of the duty log for at least six months and are available for supervisory review, audits and regulatory inspection.

This tool helps ensure compliance with the Private Security Industry Act 2001, supports safe operational planning and provides evidence of due diligence for insurance and client confidence.

Fully editable and shareable – customise the questions, download as a PDF and distribute to your team.

Compliant with: Private Security Industry Act 2001.

Sample PDF Document Image:

Checks covered in this Close Protection and Bodyguarding checklist

This Close Protection and Bodyguarding safety checklist template covers 30 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a current risk assessment for the assignment been completed and briefed to the operative?
2Is the operative licensed and registered under the Private Security Industry Act 2001?
3Has the operative received up‑to‑date training in close protection, threat assessment and emergency response?
4Is the principal’s itinerary and movement plan documented, communicated and signed off?
5Have all travel routes been assessed for hazards, traffic conditions and alternative routes identified?
6Is a contingency route and evacuation plan in place for each leg of the journey?
7Is a vehicle allocated to the duty road‑worthy, with a valid MOT and insurance?
8Are the vehicle’s tyre tread depth and pressure checked and within legal limits?
9Are the vehicle brakes, lights, indicators and horn inspected and functional?
10Is the vehicle’s seat‑belt system inspected and operational for all seats?
11Is a fire‑extinguisher on board, serviced and within its inspection date?
12Are the vehicle doors and windows in good condition and able to be locked securely?
13Is a two‑way radio or encrypted communication device carried, fully charged and tested before departure?
14Are emergency contact numbers, local police liaison details and the principal’s check‑in schedule recorded?
15Is a threat level assessment completed and a contingency plan agreed with the principal and police?
16Is the operative’s fitness for duty confirmed, with no impairment, fatigue or medical restrictions?
17Does the operative hold a current first‑aid and CPR certification appropriate to the duty?
18Is a buddy system or team support arranged for any lone or prolonged assignments?
19Is the site or venue perimeter secured and unauthorised access prevented?
20Are blind spots in CCTV coverage and exit routes identified and briefed to the operative?
21Are crowd‑control barriers, signage and exclusion zones positioned as required?
22Are any firearms or weapons carried authorised, recorded and stored safely?
23Is appropriate personal protective equipment – ballistic vest, high‑visibility clothing and safety footwear – available and being worn?
24Is the operative’s personal protective equipment inspected for damage before each shift?
25Is a first‑aid kit and automated external defibrillator (AED) available on the vehicle or at the venue?
26Are hazardous substances or irritants (e.g., pepper spray) stored securely and used only where authorised?
27Is the operating area free from loose debris, obstacles or other environmental hazards?
28Are emergency evacuation routes and assembly points briefed and clearly marked?
29Upon completion, are the vehicle keys secured, doors locked and equipment logged out?
30Has a post‑duty debrief been conducted and any incidents recorded for review?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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