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See where your organization stands — and what’s next.
Plan to Protect® is the trusted STANDARD that insurers and legal experts recognize.
Seven safeguards—policies, definitions, screening, training, safer premises, operational procedures, and reporting & response—equip you to protect the vulnerable with confidence.
The Plan to Protect® Standard is a proven, five-step framework for safeguarding, shaped by more than two decades of real-world experience and trusted by thousands of organizations.
A Clear Path to Effective Safeguarding
Effective safeguarding follows a clear, proven process. The Plan to Protect® 5-Steps guide organizations from assessment to sustained accountability.
- Assess
Identify strengths, gaps, and risks to establish a clear starting point.
- Train & Certify
Role-based training with certification and guided safeguarding policy writing.
- Implement
Apply your customized policies through screening, onboarding, and daily practice.
- Maintain
Regularly review, reinforce, and adapt safeguards to keep them effective over time.
- Validate
Demonstrate safeguarding maturity through alignment, accountability, membership, and Seal of Excellence recognition.
- 30+ Years of Proven Experience
- Trusted by 10,000+ Organizations
- Experts in Training, Certification, Policy, and Prevention
The Seven Safeguards Insurers Require
Definitions
Shared abuse definitions so teams spot, prevent, and address concerns
Policies
Customized safeguarding policies that meet insurer and legal expectations and stand up to scrutiny.
Training
Role-appropriate training and certification so everyone understands safeguarding responsibilities.
Screening
Comprehensive screening including application, interviews, reference checks and police checks aligned with insurer standards.
Procedures
Documented procedures and records that prove due diligence.
Premises
Visibility and supervision improvements that make every space safer.
Reporting & Response
Ready-to-use reporting protocols for decisive action when issues arise.
The Seven Safeguards Insurers Require
Definitions
Shared abuse definitions so teams spot, prevent, and address concerns.
Policies
Customized safeguarding policies that meet insurer and legal expectations and stand up to scrutiny.
Screening
Comprehensive screening including application, interviews, reference checks and police checks aligned with insurer standards.
Training
Role-appropriate training and certification so everyone understands safeguarding responsibilities.
Premises
Visibility and supervision improvements that make every space safer.
Procedures
Documented procedures and records that prove due diligence.
Reporting & Response
Ready-to-use reporting protocols for decisive action when issues arise.
Explore Our Core Services
101 Webinar
More than 10,000 organizations are already on the journey toward the Plan to Protect® Standard for protection and abuse prevention. This complimentary webinar provides a practical introduction to the standard—what it is, how it works, and how organizations begin putting it into practice.
In this session, you’ll explore:
- An introduction to Plan to Protect
- Insurance requirements and what they mean for your organization
- A practical approach to implementation
- Membership levels, available resources, services, and training
Join us live to ask questions or register anytime to receive instant access to the replay.
Frequently Asked Questions
Who is Plan to Protect® for?
Do we need a membership?
Can you help us write our policies?
Yes. We offer guided support and proven frameworks to help organizations develop policies that reflect current safeguarding expectations and fit their unique context. This support is available through our Implementation and Going the Distance memberships, or as a standalone consulting engagement.
How long does implementation take?
What makes Plan to Protect® different?
Need help using the Plan to Protect® website?
Our User guide provides step-by-step instructions for navigating the website, managing your account, accessing training, and using key features.
- 25+ Years of Proven Experience
- Trusted by 10,000+ Organizations
- Certified Training & Policy Experts
Start With a Free
Assessment
In just a few minutes, you’ll receive a clearer picture of your current safeguards and a practical roadmap for moving forward.
Start With a Free
Assessment
In just a few minutes, you’ll receive a clearer picture of your current safeguards and a practical roadmap for moving forward.