Reality Based Reality Based Management Systems Management Systems

IntroductionIntroduction

HistoryHistory

Smith Kline BeechamSmith Kline Beecham Protectoseal Protectoseal Wm. Wrigley Jr. CompanyWm. Wrigley Jr. Company

• Safety CultureSafety Culture URS/BP AllianceURS/BP Alliance

• World Class EHS World Class EHS

BenefitsBenefitsReality Based Management SystemsReality Based Management Systems

Reduced operating costsReduced operating costs Lower accident and injuriesLower accident and injuries Links key objectives on the projectLinks key objectives on the project Project represents true tasks Project represents true tasks Document related to work tasks Document related to work tasks Establish clear lines of communicationEstablish clear lines of communication Establishes the correct hazard controlsEstablishes the correct hazard controls

DefinitionDefinition

Reality Based Management Reality Based Management Systems (RBMS)Systems (RBMS)

Involvement of all employees in the Involvement of all employees in the management process through linked management process through linked

elements and communication, with true elements and communication, with true reality of tasks communicated in the reality of tasks communicated in the

RBMS documents by allowing for time RBMS documents by allowing for time and planning.and planning.

DefinitionDefinition

Reality Based Management Reality Based Management Systems (RBMS)Systems (RBMS)

Applies the perspective of employees in Applies the perspective of employees in real work situations to the overall real work situations to the overall

management system. Integrates all management system. Integrates all employees in a bottom-up, employee-employees in a bottom-up, employee-centered management process that centered management process that targets the key elements and seven targets the key elements and seven

principles of RBMS.principles of RBMS.

Seven PrinciplesSeven Principles

1.1. Measure performanceMeasure performance

2.2. Participation at all levels that develops Participation at all levels that develops leadership leadership

3.3. Use real world tasks Use real world tasks

4.4. Foster respect and truthFoster respect and truth

5.5. Perform hazard assessments on key target Perform hazard assessments on key target risksrisks

6.6. Organize project tasks and prevents Organize project tasks and prevents retrofits retrofits

7.7. Training performed on target hazardsTraining performed on target hazards

14 Elements14 Elements

Plan, Measure, and ImprovePlan, Measure, and Improve

1.1. Employee participationEmployee participation

2.2. LeadershipLeadership

3.3. Roles and responsibilitiesRoles and responsibilities

4.4. BehaviorsBehaviors

5.5. Hierarchy of controls/hazard analysisHierarchy of controls/hazard analysis

6.6. Reality based engineering (safety by Reality based engineering (safety by design)design)

14 Elements14 ElementsPlan, Measure, and ImprovePlan, Measure, and Improve

7. Communication and training on key project 7. Communication and training on key project hazardshazards

8. Document control8. Document control

9. Measure/performance metrics9. Measure/performance metrics

10. Incident investigation/near-miss reporting10. Incident investigation/near-miss reporting

11. Audits/inspections11. Audits/inspections

12. Evaluation of corrective action12. Evaluation of corrective action

13. Safety committee13. Safety committee

14. Management review14. Management review

Employee ParticipationEmployee Participation

Employee ParticipationEmployee Participation

At All Levels of the ProjectAt All Levels of the Project

Working with hazardsWorking with hazards Invite employees toInvite employees to

• PlanPlan• ImplementImplement• EvaluateEvaluate

LeadershipLeadership

LeadershipLeadership

Emotionally intelligentEmotionally intelligent Goal-orientedGoal-oriented Results-orientedResults-oriented Planner Planner Hands-onHands-on Focused and responsibleFocused and responsible Team builderTeam builder

Roles & ResponsibilityRoles & Responsibility

Supervisors/managers have face-to-face Supervisors/managers have face-to-face interaction with teamsinteraction with teams

Clear goals and objectivesClear goals and objectives Define roles and responsibilityDefine roles and responsibility Project integration of Environmental Health Project integration of Environmental Health

and Safety (EHS) into the business systemsand Safety (EHS) into the business systems Allow for financial support and timeAllow for financial support and time Define Standard Operating Procedures Define Standard Operating Procedures

(SOP) linked to training(SOP) linked to training

BehaviorsBehaviors

BehaviorsBehaviors

Reward safe behavior and Reward safe behavior and recognitionrecognition

Positive attitudes are developed by Positive attitudes are developed by truth and reality of taskstruth and reality of tasks

Respect and care about othersRespect and care about others Observe behavior Observe behavior Identify conflicting behavior and take Identify conflicting behavior and take

actionaction

Hierarchy of ControlsHierarchy of ControlsControls Examples

MOST EFFECTIVEMOST EFFECTIVE

1) Elimination or Substitution

Substitute<Hazardous Reduce Speed Force Change Process

2) Engineering Controls

Ventilation Machine Guarding Ergonomics Remote Reader

3) Warnings

Signs Backup Alarms Beepers Horns

4) Administrative Controls

Safe Job Procedures Work Instructions Inspections Training Hazard Assessments

5) Personal Protective Equipment

LEAST EFFECTIVELEAST EFFECTIVE

Safety Glasses Hearing Protection Respirators Gloves

Hierarchy of ControlsHierarchy of Controls

Nature and extent of the risk Nature and extent of the risk controlledcontrolled

Degree of risk reduction desiredDegree of risk reduction desired Requirements of applicable federal Requirements of applicable federal

and state standardsand state standards Best practices recognizedBest practices recognized Available technologiesAvailable technologies Cost-effectivenessCost-effectiveness Internal organization standardsInternal organization standards

Hazard AnalysisHazard Analysis

Safe Work Plan

Hazard Analysis

Hazard AnalysisHazard Analysis

Three Levels of Project Hazard Three Levels of Project Hazard AnalysisAnalysis

Level 1 - Project-Specific PlansLevel 1 - Project-Specific Plans Design Phase of ProjectDesign Phase of Project Safety Management Standards by Risk ProfileSafety Management Standards by Risk Profile Specific Tasks on ProjectSpecific Tasks on Project

Level 2 - Work Activity/PhaseLevel 2 - Work Activity/Phase Risk Control Profile Risk Control Profile Safety by Design Controls EquipmentSafety by Design Controls Equipment

Level 3 - Daily Task Analysis/Tool BoxLevel 3 - Daily Task Analysis/Tool Box Discuss Specific Risks and Controls Discuss Specific Risks and Controls Establish Task and Equipment Material ListEstablish Task and Equipment Material List

Reality Based EngineeringReality Based Engineering

Reality Based EngineeringReality Based Engineering Safety by designSafety by design New process/operation/equipmentNew process/operation/equipment Changes to existing operationChanges to existing operation Management of Change (MOC)Management of Change (MOC)

• Identify tasksIdentify tasks• Hazard associated with human factorsHazard associated with human factors• Control measuresControl measures• Regulations/codesRegulations/codes• Scope and degree of design reviewScope and degree of design review

CommunicationCommunication

CommunicationCommunication Reality based training and awarenessReality based training and awareness

Training awareness linked to hazard Training awareness linked to hazard assessment targetsassessment targets

Training matrix includes compliance, Training matrix includes compliance, policies, and hazardspolicies, and hazards

Employees exposed to hazard edit Employees exposed to hazard edit forms and documentsforms and documents

CommunicationCommunication Triangle of communication - face-to-face, Triangle of communication - face-to-face,

phone, and e-mailphone, and e-mail

Keep communications simple, open, and Keep communications simple, open, and directdirect

Use verbal communication and checklists Use verbal communication and checklists

Ask questions and verify communicationAsk questions and verify communication

Document ControlDocument Control

Document ControlDocument Control ISO style of document controlISO style of document control Updates annuallyUpdates annually Document format consistentDocument format consistent Dates of revisionDates of revision Readable, identifiable and accessibleReadable, identifiable and accessible All documents electronic with back-upAll documents electronic with back-up Document review - PM, EHS manager, employees, Document review - PM, EHS manager, employees,

and safety committeeand safety committee Obsolete documents removed from all points of Obsolete documents removed from all points of

issue and points of use issue and points of use

MeasureMeasure

MeasureMeasure Measure real performance not numbersMeasure real performance not numbers

AttainabilityAttainability

Specify key target risksSpecify key target risks

Base on leading indicatorsBase on leading indicators

System improvementsSystem improvements

Achieving objectivesAchieving objectives

Not only injuries and illnessNot only injuries and illness

Measure to improve or manage processMeasure to improve or manage process

Performance MetricsPerformance Metrics

Performance MetricsPerformance Metrics

Identify critical activitiesIdentify critical activities

Analyze key controlsAnalyze key controls

Drive appropriate behaviorDrive appropriate behavior

Establish goals and targetsEstablish goals and targets

Assign responsibilityAssign responsibility

Take corrective actionTake corrective action

Review measurementsReview measurements

Incident InvestigationIncident Investigation

Incident InvestigationIncident Investigation

Follow the safety management standardFollow the safety management standard

Incident calling treeIncident calling tree

Emergency calling cardsEmergency calling cards

Train employees on incident reportingTrain employees on incident reporting

All incidents reviewed by EHS All incidents reviewed by EHS professionalprofessional

Audits/InspectionsAudits/Inspections

Audits/InspectionsAudits/Inspections

Audits cover facility hazard profileAudits cover facility hazard profile Inspections developed by employees Inspections developed by employees

and safety committeeand safety committee Metrics linked to audits and Metrics linked to audits and

inspectionsinspections Linked to communication and Linked to communication and

trainingtraining Performed by employeesPerformed by employees

Corrective ActionsCorrective Actions

Corrective ActionsCorrective Actions

Issues are reported and correctedIssues are reported and corrected

Work orders issued to repair Work orders issued to repair equipmentequipment

Safety committee establishes action Safety committee establishes action items monthlyitems monthly

Near-miss reporting with follow-up Near-miss reporting with follow-up

Safety CommitteeSafety Committee

Safety CommitteeSafety Committee

Establish team participationEstablish team participation Initial/ongoing reviewInitial/ongoing review Safety momentsSafety moments Develop action listDevelop action list Review 14 elements of RBMSReview 14 elements of RBMS Near-missesNear-misses Lessons learnedLessons learned Issues that need immediate actionIssues that need immediate action

Management ReviewManagement Review

Management ReviewManagement Review

Relate to business management systemRelate to business management system

Hazard and controlHazard and control

ResourcesResources

Regulations and standardsRegulations and standards

Other relevant activitiesOther relevant activities

AccomplishmentsAccomplishments

Systems Management ProcessSystems Management Process• Reduced operating costsReduced operating costs• Better employee performanceBetter employee performance• Simple standard operating proceduresSimple standard operating procedures• Reduced accidentsReduced accidents• Increased employee participationIncreased employee participation• Management is respectedManagement is respected• Open lines of communicationOpen lines of communication• MOC includes safety by designMOC includes safety by design

ConclusionConclusion

Reality Based Management SystemsReality Based Management Systems

Links key objectives on the projectLinks key objectives on the project Project represents true tasks Project represents true tasks Documents designed and edited by teams Documents designed and edited by teams Clear communicationClear communication Identifies/establishes correct hazards Identifies/establishes correct hazards

controlscontrols All about peopleAll about people

Contact InfoContact Info

Rich PetitteRich PetitteURS CorporationURS Corporation

100 S. Wacker Drive100 S. Wacker DriveSuite 500Suite 500

Chicago, IL 60606Chicago, IL 60606

312.697.7254312.697.7254Richard_Petitte@urscorp.comRichard_Petitte@urscorp.com