The 9-Step Security Survey Process - Part 3

Dan Keller

A Security Survey is a critical on-site examination and analysis to identify security risks and vulnerabilities, determine the protection needed, and make recommendations for improvements in existing facilities, campuses, and communities. It should cover aspects of environmental security, physical security, electronic security, and procedural security. This 3-part series covers the unique nine (9) step process developed by American Crime Prevention Institute.

The American Crime Prevention Institute has developed a unique nine (9) step process to guide law enforcement, crime prevention and security specialists in conducting effective security surveys, resulting in strategies to protect their constituents’ and client’s most critical assets. This week’s blog reviews steps 7-9 of the security survey process. Steps 1-6 can be found in our previous blog here.


While all facilities and situations will differ at least slightly, this document provides a guideline of areas that should be included in most Security Surveys. The surveyor, however, should adjust and tailor the process for their specific needs.


Step 7: Exit Briefing

The Exit Briefing is the closing meeting of the Security Survey process after the site survey has completed, documentation and information analyzed, and findings documented.  Invitees should include the participants from the Pre-Inspection Briefing.  The project leaders should restate the purpose and objectives of the Survey, provide information on areas of greatest concern and an overall summary of major issues and recommendations.

Step 8: Survey Report

The primary deliverable due to the stakeholders is the final Survey Report.  The Survey Report will list the recommendations from the site surveyor(s) and security assessment team at the completion of the project. 


The Survey Report should address concerns and recommendations across the four (4) components of a security survey; environmental security, physical security, electronic security, and procedural security.


The Report should also address the five (5) methods to managing risk; risk avoidance, risk reduction, risk spreading, risk transfer, and risk acceptance.

The Security Report should contain, at a minimum, the following:

  • Cover page
  • Confidentiality remarks
  • Table of Contents
  • Part I – Overview (Introduction, acknowledgements, scope of work (across the four components)
  • Part II – Security Risk Issues (External and internal)
  • Part III – Finding and Recommendations: Non-Procedural (e.g., environmental, physical, electronic access control, video surveillance)
  • Part IV – Finding and Recommendations: Procedural (e.g., visitor access, doors and locks, loading dock/deliveries, keys, corporate standards)
  • Part V – Summary and Direction (Report evaluation and implementation recommendations, summary and conclusion, appendices)

Step 9: Report Submission


As part of the Exit Briefing, the project leadership will provide the final Report deliverable to their stakeholders for approval and sign-off.  Report delivery may be face-to-face or virtual.



For more detailed information on each step of the Security Survey process, please visit for comprehensive online training and certification programs covering numerous aspects of security and crime prevention.

 ACPI is the worldwide leader in enabling law enforcement agencies, businesses, institutions, and security professionals to reduce criminal activity and risk and enhance quality of life through the delivery of practical, unbiased training and certification programs.  Visit our website at to learn about our comprehensive list of both live virtual and self-paced training courses.

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