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Using Leading Safety Activities to Advance Safety Objectives

ProcessMAP Webinar Series

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Introductions

R Todd Jones

Executive VP

of Customer Success

ProcessMAP Corporation

As the Executive VP of Customer Success, Todd’s primary responsibility is to ensure

each customer meets or exceeds its internal EHS and risk management goals and

objectives.

Experience:

22 years of strategy, technology, and environmental leadership experience

Accenture/Andersen Consulting

Cambridge Technology Partners

AgCert International

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Introductions

Loren Bowe, CSP, PE

EHS Industry Consultant

LCBowe Consulting, LLC

Global EHS professional specializing in driving premier EHS management and

performance in global organizations and diverse industries.

Experience:

Director, Global Environmental, Health & Safety

Smiths Group plc

Textron Fluid and Power Inc.

Greenlee

Advanced Solutions/

Intesys Technologies

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Housekeeping – What You See

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Housekeeping – Participation

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Submit questions and comments via the

Questions panel

Note: Today’s presentation is being recorded and

will be provided within 48 hours.

Your Participation

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Leading Safety Activities - Webinar Series

Part IIPart I“Using Leading Safety Activities to Advance Safety

Objectives”

Thursday, June 15th 11 AM EDT

“Using Scorecards to Track Leading Safety

Performance Activities”

Thursday, June 29th 11 AM EDT

The link for Part II will be sent to registrants within

48 hours after today’s webinar.

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Overview

1 Reactive vs. Proactive Safety Management

2 Leading Safety Performance Activities

3 Activity Scoring Metric & Goals

4 Building Management Support

5 Use of Scorecards to Track Leading Safety Performance Activities

6 ProcessMAP Action Items Management Software

7 Q&A

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Polling Question #1

What metrics do you use to monitor safety performance?

a) Lagging indicators (i.e. injury/illness incident count/rate)

b) Leading indicators (i.e. completion of proactive safety

activities)

c) Both A and B

d) We do not monitor safety performance

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Reactive vs. Proactive Safety Management

Reactive Proactive

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Reactive vs. Proactive Safety Management

Reactive Proactive

Many companies limit safety to

Monitoring through injury rates

Improvements through incident corrective actions

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Reactive vs. Proactive Safety Management

Reactive Proactive

Many companies limit safety improvement to

Injury rate monitoring

Incident corrective actions

Enable improvement of

risk and safety culture

before incidents occur

Proactive on-going activities that employees can take to reduce the

risk of injury

Activities can target different areas of improvement:

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Leading Safety Performance Activities

Safety Culture

Injury Risk

Types of

Employees

Levels of an

organization

Types of

Operations

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Leading Safety Activity Examples

Increasing leadership and

employee involvement in safety

Identifying exposures and injury risk

Increasing employee knowledge of safety

Improving ongoing monitoring of safety processes & conditions

Formalizing the safety management process

Safety leadership tours, employee

safety observations

Job hazard assessments, reporting of safety improvements

Employees completing required training

Site safety audits and inspections

Written standard operating procedures or formal training documentation

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Polling Question #2

We formally assign proactive safety activities…

A. To most or all employees

B. Only safety personnel

C. Only leaders

D. Only hourly employees

E. We do not assign safety activities

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LEADING SAFETY ACTIVITY

DESIGN CONSIDERATIONS

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Leading Safety Activity Design Considerations

Activities can be assigned to a single site or across many

Focus on a small number of activities per year (3-8)

Keep initial activities and reporting simple to aid acceptance

Sources to

Identify

Activities

Risk

Assessments

Employee

Engagement

Surveys &

Feedback

Incident

Investigations

Safety

Procedures –

Critical Steps

Continued

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Leading Safety Activity Design Considerations

Review activities by global

stakeholders to ensure

compatibility

Review activities periodically

and adjusted, if needed (activity,

required number, assignments,

etc.)

Spread completion across

the year to help build

habits

Create formal, written

processes (instructions,

training, tools, etc.)

Activity Scoring Metric

Monitor and track activity to ensure

completion

Scoring metric can track completion

percentage of the leading safety activity

program

Incorporate metric in a safety scorecard –

establish goals

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Polling Question #3

We assign a safety component to personal

performance goals for:

A. Everyone in the company

B. Only business leaders

C. Only hourly employees

D. Only the safety person

E. We do not include safety in personal performance goals

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Activity Scoring Metric Goals

Tie score or specific activities to personal compensation, site rewards, etc. for

motivation and to drive performance

Proactive alternative to lagging safety indicators such as injury rate

• Injury based metric goals could create an incentive for employees to not report injuries

Leaders of corporate, business unit, regional and sites

• Use leading safety activity scores for goals

Individual employees

• Use completion of the specific activities for which they have responsibility

Building Management Support

May incur reluctance switching from incident rates

to proactive leading safety activities

Concept of leading safety activities and metrics

may be new and unfamiliar

Identify key stakeholders and provide case for

change

Understand concerns, answer questions and adjust

program, if necessary to gain support

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Use Scorecards to Track Leading Safety Performance Activities

Get a Proven Game Plan for Safety Activity Management

ProcessMAP hosting “Use of Scorecards to Track Leading Safety

Performance Activities” webinar

Part two of a two-part webinar series

Thursday June 29th at 11 AM EDT.

Reserve your spot! The link for Part II will be sent to registrants

within 48 hours after today’s webinar.

ACTION ITEMS

MANAGEMENT

SOFTWARE

Activity & Action Items ManagementOverview

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Automates action items tracking through completion, establishes accountability, and manages risk

SEAMLESS TASK TRANSFER

• Transfer tasks and activities to other users, thereby avoiding delays

due to leaves and separations.

COMPREHENSIVE SEARCH

• Keep a track of critical audit finding with a comprehensive search

functionality.

USER DEFINED ACTION ITEM

• View action items with unmatched ease and leverage the ability to

filter action items by various options.

EFFECTIVE COST MANAGEMENT

• Effectively manage costs by estimating the financial impact associated

with each task.

Simplify compliance across your organization

Key Functions

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Activity & Action Items Management

Calendar Based Task

Management

Action Item

Management

Variable Task

Configuration

Multiple Calendar View

Seamless Task

Transfer

Ensure Regulatory

Compliance

Multiple Ownership Model

Integration

Integrated with Other Modules to Pull

Action Items (e.g., From Audit)

Screenshots

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Activity & Action Items Management

DASHBOARD

ACTION ITEM LIBRARY

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Q&A

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THANK YOU

www.processmap.com

www. facebook.com/processmap

www. twitter.com/processmap

CONTACT US:13450 W. Sunrise Boulevard, Suite: 160

Sunrise, FL 33323, USA

T:+1.954.908.4000

sales@processmap.com www.linkedin.com/company/processmap-

corporation