Keys to a Quality Safety Observation Checklist - NDSC Conference/A23 Building a Quality... · start building a foundation by reviewing the key ... Foundation • Rule of eight

Keys to a Quality

Safety Observation

Checklist

Joe Melton

Director of Consulting

©2016 DEKRA Insight. All rights reserved.

Housekeeping

• Phones off please.

• Slides will be sent out.

• Locate the emergency exits.

• Ask questions

• Clickers… are not garage door openers.


Objectives

• Specific checklist gets specific results.

• Quantify metrics produced from completed observations.

• High quality checklist get used.

• Productive and efficient trainings lead to quality observers.

• Quality and consistent observers and observations are directly linked to continuous improvement and sustainability.


What do you want out of today


Keep in mind

• There is no silver bullet.

• Session is built on science and experience.

• I am not the only expert in this room.

• Be open minded.

• Ask questions


For Starters:

• For a successful and quality observer training we will start building a foundation by reviewing the key elements to a strong checklist.


Purpose of the Observation

• The feedback from the observation is 1st

• Focus eyes of observer

• Quantified

• Great leading indicator

• Key in highest risk exposed activities


Foundation

• Rule of eight

• Eight behaviors

• Eight words

• Eight checklist

• Remember less is more.

• Allows for more efficient trending.


Tips for selecting specific checklist

• Utilize cross functional employee steering committee

• Assess lagging indicators

• Frequency and severity root causes

• Utilize a risk assessment

• ALERT

• Quantify

• Review mission and purpose of observation process.

• No names no blame


Select specific activities

• Walking working surfaces

• Manual Material Handling

• PIT

• Safe Driving

• Ladder/Stair Safety

• Office/ergonomic

What are some common activities for your environment?

Conduct ALERT


Number of

People

Exposed

Frequency of

Exposures

Severity of

Outcome

Possibility of

Negative

Event

RISK

11


ALERT Scale

RATING SCALE

Persons 1 2 3

Exposures 1 2 3

Possibility 1 2 3 4

Severity 1 2 3 4 5


ALERT Calibration Scale

0-15

1%-25%

16-30

26%-

74%

≥ 31

75%

plus

1 2 3



Once per

day

Every

two

hours or

less

More

than

once

every two

hours

1 2 3



Not

Likely

Possible Prob-

able

Certain

1 2 3 4



No

Injury

Minor

First

Aid

OSHA

Recor

dable

Lost

Time

Major

Injury/

Death

1 2 3 4 5


Tips for specific behaviors

• Action words

• Focus on acts that can be accomplished

• Not avoiding failure

• Not always the case but a goal

• This is not an audit

• Use language and terms used by the folks who will be expected to use the checklist.

• Involve the tradesmen/women


Examples of Specific Behaviors

• Observes proper lifting technique using legs not back, and pivots rather than twists.

• Load height does not obstruct view and travel path is kept clear.

• Uses headset/speaker rather than cradling phone between head and shoulder.

• Speed and securement is appropriate for load.


Checklist Format Example


Data Metrics

• Reports

• Quality observation is the foundation

• Communicating





Quality Checklist Completion

• Don’t make it harder than it needs to be.

• To manage long term keep checklist from growing beyond what can be trended.




Observation Training

• Know your audience

• Establish the program goals, mission and team

• Involve attendees

• Make it interactive

• Ok here are my trade secrets


Good sessions

• Three parts:

• Get attention- the why

• What’s in it for them, why should they pay attention?

• Show safety numbers

• Impact of observations

• Sell them on it

• Display tools- the what

• Explain the expectation

• Review- the how

• Practice

• Incorporate field coaching


Adult Learning Tips - and what I do when training

• 8 minute or 8 slides rule

• Put a clicker question

• Incorporate a workshop, picture, video, explanation

• Break up the monotony

• Brings attention back to content

• Prevents cell phone prayers

• 55 minutes take a break.

• They are people not robots

• Use experience

• Tell short and relative stories


Building the PowerPoint (slide show)

• Make the slide show yours

• Avoid cookie cutter programs

• Customize

• Even if you use a vendor

• Make it relative

• Insert your own pictures, videos and examples

• Utilize audience response technology

• Can gauge retention

• Immediate reinforcement


Key Philosophies to Incorporate

• Review expectations of the checklist

• How to obtain checklist

• What is on them

• How to complete and turn in

• Discuss how to be an observer

• Not catching people

• Not a cop program

• Remember you have a reporting process for safety violations

• Educate on how to provide feedback

• Positive reinforcement

• Coaching


Keys cont.

• Reinforce ideal behaviors and choices

• Educate on at-risk through coaching

• Be Dungy not a Knight

• Show examples of ideal observations

• Practice

• Either in the field or facilitate roll play

• Reduce awkwardness

• Examples of some pictures I use for group discussion…





Post Training Support

• Supervisor/manager support expectation

• Establish what it is, communicate it out

• Steering committee support

• Establish mentors

• Once observers are trained in field support and coaching

• Co-observations

• Keep engagement

• Show how they are making a difference

• Communicate it out


Does your company conduct some form of observer feedback? Do you get feedback from those who conduct observations?

A. Yes

B. Kind of

C. Not at all

D. Not sure

Yes

Kind o

f

Not at a

ll

Not sure

0% 0%0%0%


Gauge where current observers are

• Utilize observer feedback session

• Engagement

• In time assessment

• Continuous improvement

• Some examples of results from a company wide observer feedback


Gauge effectiveness from end user- Examples1. Do you enjoy being an observer (Multiple Choice)

Percent Count

Yes, Very Much 7.14% 11

Yes, Somewhat 36.36% 56

I’m Neutral 38.96% 60

Not really 14.94% 23

Not at all 2.60% 4

Totals 100% 154

Responses


4. Which submittal option do you use? (Multiple Choice)

Percent Count

Computer 67.97% 104

On my phone 22.88% 35

Fill them out and Safety Coordinator submits them 9.15% 14

Totals 100% 153

Responses

10. When is the best time to do an observation? (MR) (Multiple Choice - Multiple Response)

Percent Count

When things are not very busy 16.60% 39

When I have the time to stand and watch someone work 13.19% 31

When I am working with other employees 53.62% 126

When things are very busy 13.62% 32

There is never a good time 2.98% 7

Totals 100% 235

Responses


12. On the average, how long does it take to do an observation? (Multiple Choice)

Percent Count

3 minutes or less 68.83% 106

3 to 5 minutes 27.27% 42

6 to 9 minutes 1.95% 3

10 minutes or more 1.95% 3

Totals 100% 154

Responses

23. Overall feeling of Program? (Multiple Choice)

Percent Count

It is good, it has and will continue to make a difference 26.45% 41

Good idea, will take time at XXX 56.13% 87

I am still on the fence 13.55% 21

Don’t care for it 3.87% 6

I HATE IT 0.00% 0

Totals 100% 155

Responses


20. Over the past six months what is your perception of the overall safety program? (Multiple Choice)

Percent Count

Improved 81.46% 123

No change 17.88% 27

Worse 0.66% 1

Totals 100% 151

Responses


24. Was this session useful for you as an observer? (Multiple Choice)

Percent Count

Yes, very much 20.51% 32

Yes, somewhat 66.03% 103

No, not really 9.62% 15

No, not at all 3.85% 6

Totals 100% 156

Responses

25. How often would you like these sessions? (Multiple Choice)

Percent Count

Every other year 10.34% 12

Once a year- Annually 36.21% 42

Twice a year 39.66% 46

Quarterly 13.79% 16

Totals 100% 116

Responses


Conclusion

• Specific checklist get specific results.

• Make training interactive and enjoyable.

• Communicate observation results.

• Continually assess where you are the metrics available.


Questions?


Other Sessions

• A11 No More Boring Safety Trainings

• 11am - 12pm, All Levels

• A14 Building a Safety Climate Dashboard

• 1:30pm - 2:30pm, Intermediate

• A23 Building a Quality Safety Observation

• 3:30pm - 5pm, Intermediate

• B02 Achievement Focused Safety

• 10:30am - 12pm, Advanced

• B16 Grain Handling Standard

• 1:30pm - 2:30pm, All Levels


Contact information

Booth 317 Joe Melton

Director of Consulting

DEKRA

515.298.1535

[email protected]

mailto:[email protected]

Documents

Keys to a Quality Safety Observation Checklist - NDSC Conference/A23 Building a Quality... · start building a foundation by reviewing the key ... Foundation • Rule of eight