3A - Turning Data into Decisions - Implementing a Cloud-based HSE Leading Indicators System

WORKSHOP OBJECTIVES

We will address these key questions: § What are health, safety and environment leading

indicators and why are they important? § How do you implement a leading indicator program to

create change with technology? § How can you use collected data as a powerful means to

create change? Ultimately, how can you use real time leading indicator data to improve safety?

PRESENTATION OUTLINE

§ Introductions § Lagging and Leading Indicators § Ledcor’s Success Story § Technology and Leading Indicators § Data and Reporting § Workshop – It’s Your Turn! § Your Results § Summary

Ryan Yada, P. Eng.

A leader of transformation and change with 15 years’ experience as a technology and business professional, helping organizations solve some of their greatest challenges with technology solutions and inspiring teams to achieve the impossible.   Ryan’s work spans industries and continents, with organizations such as Ledcor, Stantec, SNC-Lavalin, and now Hitachi Solutions.

Roberta Sheng-Taylor, CRSP, CHSC

A strategic planner, marketer, occupational health and safety, education and training and communications professional with over 25 years’ experience working with small and international teams.

Recipient of numerous awards including: BC Lieutenant Governor General Award for Public Safety, CSSE President’s Award and Recognition for Canada’s first highway safety corridor in BC’s Fraser Canyon.

AUDIENCE POLL

§ Do you know the difference between lagging and leading indicators?

§ Do you have a leading indicator program currently in place?

§ Is your leading indicator program effective? § Can you prove it?

JAMES REASON: SWISS CHEESE MODEL

Lagging Indicators: Measures activities and actions after an incident

Leading Indicators: Measures activities and actions before an incident

Safety Management System

LAGGING SAFETY INDICATORS: REVIEW

§ Studied and employed to prevent recurrence of incidents. § Measures activities and actions after an incident (system failures).

Examples: §  Total Recordable Injury Frequency = LTIs + MAs + RWC s x 200,000

Person hours worked

§  Lost–time Frequency = LTIs x 200,000 Person hours worked

§ Severity Rates = Number of Lost days

Person hours worked

LEADING SAFETY INDICATORS: REVIEW §  Studied and employed to identify issues/hazards before they result in incidents. §  Measures activities and actions before incident occurrence (SMS weaknesses).

Activity-based Indicators: § # of workplace inspections, # of safety meeting attendees, # of

supervisors who completed monthly inspections

Results-based Indicators: § What types of hazards or issues were discovered during the inspection?

Leading Indicators measure what people are doing today § Which supervisor is consistently completing monthly inspections for the

past quarter? § How often has there been senior management representation at safety

meetings? § What safety topics, at last month's safety meeting, are common across

the department, division, company?

HS&E LEADING INDICATORS: MANAGEMENT

Operational: Activity Measures § Used at the supervisory level (at the worksite) §  Inspections performed, employees trained, hazard assessments

completed, worker observations conducted, etc.

Tactical: Activity and Results Measures § Mixture of activity and results used at the middle management level

(branch) § Proactive recognitions completed, inspection results acted on, review of

property damage reports

Strategic: Results Measures § Used at the senior management level (division-, company-wide) § Monitoring of supervisors and branches, review of property damage

reports, sampling worker observations, proactive recognition, etc.

LIFE IN THE DAY OF A SAFETY PROFESSIONAL

§ Safety is thrown into the organizational “spotlight” after a workplace incident occurs.

§ Safety is seen as a support system to the organization or a "bolt on" to operations.

§ May or may not have a seat at the senior management table (regular).

§ May or may not be considered in key organizational decisions. § Management understands safety in terms of lagging indicators. § How can you measure incidents that didn't happen or were

prevented?

§ You can change the perception, role and importance of safety through the use of a “data to decisions” system.

PLAN - DO - CHECK - ACT: SMS & IT

§ Plan: Engage senior management to be accountable and responsible for worker and workplace safety

§ Do: Confirm that operations (departments) ensures safety-related activities are carried out routinely at every work site.

§ Check: Identify hazards and control risks before issues and hazards become incidents

§ Act: Communicate safety activities progress.

From HSE to the Enterprise: by the numbers…

30 Day Pilot

35 Users across North America

285 inspections

738 hazards identified

100% 0f users want to use electronic device to complete more HSE forms

94% see the value of collecting data electronically

Potential serious injuries prevented!

From This… To This…

TIPS FOR TECHNOLOGY PROJECT SUCCESS

1.  Don’t make it about the technology 2.  Clearly define Why 3.  Clearly define What success looks like 4.  Assemble a Guiding Coalition 5.  Communicate, communicate, communicate 6.  Launch a Pilot. Assemble a diverse pilot user group 7.  Leverage agile methodology 8.  Focus on optimizing mobile User Experience 9.  Spend time to train 10.  Put support in place

TIPS FOR REPORTING SUCCESS

1.  Start at the End 2.  Involve stakeholders at all levels to define 3.  Enter once, report many 4.  Don’t get hung up on the technology 5.  Focus on quality data 6.  Iterate and improve 7.  Design with your audience in mind 8.  Empower your employees

WORKSHOP – IT’S YOUR TURN… §  You’re a field supervisor at the "Speed of Light Transportation and

Technology" company: a truck transport and telecom service company.

§  You are completing a monthly workplace inspection at a field site or in one of the dispatch or operations offices. § We have provided you a reference document for the scenario/

workshop.

General Instructions: 1.  Please open the application on your phone, tablet, laptop. 2.  Select one of the supervisor names from the list. (Not every name

needs to be used.) 3.  Identify any hazards or issues listed or any hazards or issues you

observed from the photos (observations you made). If you wish enter any driver, office or technology hazards, data you are aware of).

4.  Press the Submit button when finished. 5.  Share your phone any members of your group if required. (Please help

your neighbors if required.)

Link to form Link to results Link to post-conference site

NOW LET'S LOOK AT THE RESULTS

AUDIENCE POLL: SURVEY YOUR FEEDBACK

Definitions of Success: § Technology: I was able to fill out the form and upload

data. § Reporting: Common issues were identified or

highlighted. § Compliance Reporting: Through activity reporting, we

are able to identify who are the engaged players.

LEADING INDICATOR RECOMMENDATIONS

1.  Leading indicators must measure regular, proactive supervisory or team activities (including collected results data)

2.  System must be flexible, allowing choices of activities at all levels to instill leadership

3.  Apply Plan-Do-Check-Act: § Supervisors - activity-based indicators § Middle Management - activity and results based indicators § Senior Management - activity and results based indicators

Senior Management 1.  Senior management must visibly demonstrate high value in organization 2.  Ensure middle management tasks and activities are carried out 3.  Measure supervisor/team performance and ensure performance quality 4.  Engage in well-defined activities to show that safety is important

TECHNOLOGY RECOMMENDATIONS FOR FUTURE IMPLEMENTATION 1.  Don’t let Technology be a constraint, leverage the Cloud. 2.  Create a Vision for Success. 3.  Ensure everyone knows Why this is important. 4.  Create a Coalition of the Willing. 5.  Don’t underestimate training requirement. 6.  Launch a Pre- and Post-survey to measure improvement. 7.  Put in place support Post-launch. 8.  Create a Player’s Scorecard. 9.  Get the data in your people’s hands. 10. Iterate and improve in agile methodology.

DATA TO DECISIONS § Use Visual Analytics to present data

more intuitively or show data in a more meaningful way (allowing users to discover facts more easily)

§ Develop a Performance Program

Framework §  Setting organizational goal §  Identifying objectives required to meet goal §  Developing performance indicators

§ Design and implement Cloud-based Program §  Collect meaningful data §  Record performance results §  Analyze collected and reported data §  Use data to drive decisions to prevent

incidents, improve safety performance and ensure workers go home safely at the end of every day.

Hans Rosling Mobile BI

Interactive word clouds

Thank You for the opportunity to share this with you!

Questions?

Ryan Yada, P. Eng. Hitachi Solutions Canada

ryada@hitachi-solutions.com

CONTACT INFO

Roberta Sheng-Taylor Ledcor

roberta.sheng-taylor@ledcor.com