Lockdown and Shelter-in-Place Checklist

Steps a school administrator runs to prepare for, execute, and debrief a lockdown or shelter-in-place event. Covers pre-incident readiness, the active response window, and post-incident reunification and reporting.

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1

Pre-Incident Readiness

  1. Confirm the Comprehensive School Safety Plan is current
    • Pull the CSSP (or state equivalent) and verify the lockdown and shelter-in-place annexes match current building layout, staffing, and door numbering. Plans more than 12 months old typically need a board-level re-adoption before drills can count toward state mandates.

  2. Verify Raptor visitor management is operational
    • Confirm Raptor (or your visitor system) is live at every entry point staff use during arrival, sex-offender screening is enabled, and the front-desk badge printer has stock. A propped side door defeats the system entirely — walk the perimeter at the start of the run.

  3. Audit classroom door locks and barricade kits
    • Walk every classroom: door locks from the inside without a key, sight-line cover is installed on the vision panel, and the room number is visible from the hallway and from outside. Note any doors that require keying from the hallway — those are a known active-shooter response gap.

    • Document deficiencies in the work-order system; do not leave them to memory.

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  4. Refresh ParentSquare and SchoolMessenger contact lists
    • Sync the SIS (PowerSchool, Infinite Campus, Aeries) to the mass-notification platform so the rosters match. Test the robocall, SMS, and email channels. Families without smartphones must still receive notice — confirm the call channel reaches landlines.

  5. Pre-stage Go-Bags and trauma kits
    • Each classroom Go-Bag should contain the current class roster, a flashlight with fresh batteries, water, and a Stop the Bleed kit. Verify expiration dates on tourniquets and gauze. Replace any kit whose seal has been broken.

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2

Drill Coordination and Training

  1. Designate the incident commander and backups
    • Name the primary incident commander (typically the principal), a first alternate (assistant principal or dean), and a second alternate. The role does not transfer informally during an event — write the order of succession into the plan and post it in the main office.

  2. Notify local law enforcement of the drill window
    • Email or call the school resource officer and the local PD watch commander with the date, time window, and whether the drill is announced or unannounced. Surprise drills without law-enforcement coordination generate 911 calls from staff and parents and erode trust.

  3. Brief staff on ALICE or Standard Response Protocol
    • Walk staff through the protocol the district has adopted — ALICE (Alert, Lockdown, Inform, Counter, Evacuate) or the I Love U Guys Standard Response Protocol (Lockout, Lockdown, Evacuate, Shelter, Hold). Mixing terminology across classrooms is the most common source of drill confusion.

  4. Pre-notify families about the upcoming drill
    • Send a translated message via ParentSquare 24-48 hours in advance for announced drills. Include language for families to debrief with anxious children. Several states now require advance parent notice — check your state's school safety statute.

  5. Run the announced lockdown drill
    • Initiate via the PA system using the protocol's exact language. Time the lockdown from announcement to all-clear. Walk the building during the drill with a clipboard — note any classrooms with lights on, doors unlocked, or visible movement through vision panels.

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3

Active Lockdown Response

  1. Announce the lockdown over the PA system
    • Use the protocol's exact phrasing — no improvisation. Repeat the announcement at least twice. If the PA is compromised, use the InformaCast or Singlewire mass-notification fallback to push the alert to staff phones and classroom displays.

  2. Call 911 and stay on the line
    • The incident commander or designee calls 911 from the main office, gives the building address and the nature of the threat, and stays on the line until law enforcement arrives. A single coordinated call beats dozens of fragmented staff calls.

  3. Account for every student and staff member
    • Each classroom teacher takes attendance against the Go-Bag roster and reports status (all present, missing students, injured, sheltering with another class) via the agreed channel — typically a Google Form, Remind, or radio. Bathrooms, gyms, and cafeterias are common gaps; assign a sweep team in advance.

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  4. Coordinate search for unaccounted individuals
    • Provide responding officers with names, descriptions, and last known locations of any unaccounted students or staff. Do not send school staff to search — that is law enforcement's role once they are on scene.

  5. Push initial notice to families
    • Send a brief, factual ParentSquare or SchoolMessenger blast: the school is in lockdown, students are safe, do not come to the campus. Translate into the dominant home languages. Vague messaging fuels rumor; silence fuels panic.

4

All-Clear and Reunification

  1. Receive law enforcement all-clear
    • Only law enforcement gives the all-clear, not the principal. Confirm in person with the on-scene incident commander. Announce all-clear via the same channels used for the initial lockdown.

  2. Activate the off-site reunification site
    • If reunification is required, activate the pre-designated off-site location (typically a partner school, church, or rec center within walking or busing distance). Use the Standard Reunification Method: separate parent check-in, student holding, and reunifier areas.

  3. Verify custodial release for each student
    • Check ID against the SIS emergency contact list and any custody flags before releasing a student. FERPA and custody orders apply even in a crisis — releasing a student to a non-custodial parent is one of the highest-risk failures during reunification.

  4. Stage counselors for student and staff support
    • Deploy school counselors, social workers, and any contracted crisis-response team to the reunification area and to classrooms the next day. Identify students with pre-existing trauma or IEP-documented mental-health needs for proactive outreach.

5

Post-Incident Review and Reporting

  1. Hold a hot-wash within 24 hours
    • Convene the incident commander, law enforcement liaison, custodial lead, front-office staff, and at least two classroom teachers. Walk the timeline minute by minute. Capture what worked, what failed, and concrete corrective actions with named owners.

  2. File the state-required incident report
    • Submit through the state's school safety reporting portal (varies by state — California SARC, Texas TEA incident reporting, etc.). For independent schools, file with the accreditor as required. Higher-ed campuses with federal funding consider Clery implications.

  3. Update the safety plan with corrective actions
    • Translate hot-wash findings into specific edits to the CSSP, classroom procedures, or training curriculum. Route the revised plan to the safety committee and, where required, to the school board for re-adoption.

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Steps 22
Category Education
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