16 claims on pp. 43–49 (statement 8, evidence 8).
SOPs should establish how often the team meets and who leads the meetings.
establish frequency of team meetings and who leads them
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
Sample language says the team convenes twice per month, with the team lead and at least a security manager, HR representative, legal advisor, and mental health professional.
The Behavioral Threat Assessment and Management (BTAM) Team will convene twice per month to review and assess potential concerns.
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
Sample language requires that all meeting proceedings, attendance, decisions, and assigned actions be documented in a secure, access-controlled record.
All meeting proceedings, including attendance, topics discussed, decisions made, and assigned actions, will be documented in a secure, access-controlled record for accountability and future reference.
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
The sample language requires the team lead and at least one security manager, human resources representative, legal advisor, and mental health professional to attend each meeting.
Required attendees will include the team lead, and at least one security manager, human resources representative, legal advisor, and mental health professional.
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
Under the sample language, each meeting covers recent reports of concerning behaviors, ongoing case updates, risk management strategies, and recommendations for intervention or support.
During each meeting, the team will discuss recent reports of concerning behaviors, ongoing case updates, risk management strategies, and recommendations for intervention or support.
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
Under the sample language, meeting actions may include assigning follow-up tasks, coordinating with external agencies, and updating case management plans.
Actions taken may include assigning follow-up tasks, coordinating with external agencies, and updating case management plans.
cite page 43 Step 2: Establish BTAM Program Policy and Procedures
When developing the BTAM program, organizations should determine the appropriate team composition, set training expectations for members, and set standards for team meetings.
When developing the BTAM program, organizations should invest time in determining the appropriate team composition, establish expectations regarding training for BTAM team members, and set standards for BTAM team meetings.
The BTAM team leader ensures compliance with policies, facilitates team meetings, and helps members reach consensus.
the BTAM team leader is responsible for ensuring compliance with policies and procedures, facilitating team meetings, and helping team members reach consensus
BTAM team meetings should be intentional and structured.
BTAM team meetings should be intentional and structured.
The BTAM team should meet whenever a concerning individual is identified, to conduct the assessment, share information learned, and develop an individualized case management plan if necessary.
The BTAM team should meet whenever a concerning individual has been identified to conduct the assessment
The team should hold scheduled meetings regularly to build cohesion, receive training, conduct case reviews, and refine policies.
The BTAM team should also hold scheduled meetings on a regular basis to build cohesion, receive training, conduct case reviews
Regular meetings provide an opportunity for discussion and tabletop or role-playing scenarios so members are prepared to apply BTAM best practices.
conduct tabletop or role-playing scenarios
During regular meetings, BTAM team members may share details of a particular case, discuss specific challenges or successes, or offer information about pertinent resources or organizational changes affecting their work.
During these regular meetings, BTAM team members may share details of a particular case, discuss specific challenges or successes encountered, or offer information about pertinent resources or organizational changes that impact their work.
Why inferred Typed statement, not conjecture: the 'may'/'might'/'can' is permissive guidance (what a team may do), not speculation about what is the case.
A security team at a global technology company says its Chief Compliance Officer holds quarterly meetings in every region to discuss what people are seeing, promote a "see something, say something" culture, and talk about active cases.
The Chief Compliance Officer holds quarterly meetings in every region where we discuss what people are seeing, promote a “see something, say something” culture, and talk about active cases.
The security team says its 30-minute meetings benefit information sharing and show people that they are a team.
Having these 30-minute meetings really benefits information sharing and showing people that we are a team.
The service chain BTAM team meets regularly as a team to brainstorm and collaborate.
We meet regularly as a team to brainstorm and collaborate.
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