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identify what actionable steps and tasks must be taken to move through the process, who is responsible for completing them, timeframes for completion, and documentation requirements

establish frequency of team meetings and who leads them

identify data points that will be used to determine program fidelity, effectiveness, and impact

include a high-level process map and decision tree illustrating the overall process of the organization's BTAM approach

The Behavioral Threat Assessment and Management (BTAM) Team will convene twice per month to review and assess potential concerns.

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.

Organizations that already have established workplace violence prevention policies and procedures should consider conducting a gap analysis to:

ensure alignment between existing policies;

evaluate current processes, from initial report through case closure, to determine if changes are needed.

It is also important to evaluate organizational awareness of the program, employee understanding of the role they play in prevention through reporting, and to provide training opportunities to enhance staff awareness.

Required attendees will include the team lead, and at least one security manager, human resources representative, legal advisor, and mental health professional.

During each meeting, the team will discuss recent reports of concerning behaviors, ongoing case updates, risk management strategies, and recommendations for intervention or support.

Actions taken may include assigning follow-up tasks, coordinating with external agencies, and updating case management plans.