Behavior Based Safety Facilitator...

Behavior Based Safety Facilitator Manual www.edgesafetysolutions.com

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Behavior Based Safety for Leaders: Introduction

Behavior Based Safety refers to the concept of having everyone on your team take an active approach to

their own safety, so that the job goes well, the client stays happy and no one gets hurt.

The goal of this presentation is to educate leaders about Behavior Based Safety and encourage them to

add the program components into their existing safety management system.

Presentation Length: Approximately 30 minutes

Discussion: Approximately 35 minutes

Total Session Length: Approximately 65 minutes

Source: Petersen, Dan. Authentic Involvement. Washington, D.C.: National Safety Council, 2001. Print.

Authentic Involvement by Dan Petersen is a very good book to read before you facilitate this

workshop.

Learning Outcomes:

At the end of the training the participants will be able to:

Explain what Behavior Based Safety is.

List and describe the main components of a Behavior Based Safety Program.

Explain why authentic involvement or the active approach is important.

Complete a task observation form and consider how leaders (you) can set the standard for well-

done task observations.

Explain how complacency affects everyone at the work site.

List ways to influence your employee’s behavior at work.

Required Materials:

Copies of your company’s Behavior Based Safety Program (or equivalent documents).

Copies of the Training Exercises.

Copy of your company’s Task Observation Form if you have one.

Poster paper or whiteboard etc. to use in group discussion.

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Class Procedures:

There are two training exercises in this lesson.

The webinar will pause when it is time to do the training exercises. At that time hand out the applicable

training exercise notes, review the questions with the participants and guide them through the

discussion.

Training Exercises:

1. Hand out copies of your company’s Behavior Based Safety Program (or equivalent documents).

There is no specific exercise using these documents. They are primarily for the participants to

reference.

2. Task Observation: Guide the participants through “Training Exercise 1 (two parts)” and allow for

a 25 minute discussion.

a. We have provided one Task Observation form that is completed and it can be used by

the Facilitator to show that the form does not need to contain extensive details.

3. Decision Making: Guide the participants through “Training Exercise 2” and allow for a 10

minute guided discussion.

Class Test

There is a short test at the end of this lesson. Once the webinar is finished have the participants click on

button in the webinar to access the test or email them the link. All test responses are sent to the main

Edge Safety Solutions Database and you can request access to the answers by contacting Edge Safety

Solutions at [email protected] .




Participant Materials

Training Exercise 1: Task Observation (25 minutes)

Part ONE: (10 minutes)

Take a few moments and do some brain storming about the kind of tasks that you feel it would be important to have task observations completed for. It is important that we as leaders don’t create an additional work load that is not realistic for the available resources. Be sure to select tasks where it is critical that they are done correctly, and tasks that regularly create quality or safety problems if done incorrectly. As well, brain storm reasons why some tasks do not require task observations to be completed. Some organizations set requirements regarding which task observations need to be completed prior to anyone performing work. Should there be a refresher task observation or is a one-time task observation effective enough?

Part Two: (15 minutes)

Watch the Forklift video in the presentation and complete a task observation for one of the workers.

Fill in the form and indicate any issues that you think the worker may have when completing this job. If

your company has an equivalent form, please use that one. Facilitators, please give the attendees a

brief explanation of the form before you start the exercise.

Discuss with the group.




Task Observation (Generic)

Task observations may be conducted by company managers and those employees at Level 4 Able to Teach and Observe Others, specific to the task.

Annually in January the company shall establish goals for task observations to be completed within the year. These may include critical tasks and routine tasks selected for a specific improvement initiative or to maintain a proficiency level within the team.

Certain tasks shall have specific observation forms developed. All others shall be recorded using the generic form.

Date of observation:

Task to be observed:

Worker performing task:

Worker observing:

Method:

1. Introduce each other.

2. Explain that the purpose of the observation is to:

a. Verify written procedures and or training guidelines are being followed adequately

b. Identify if there are improvement opportunities performing the task

c. Determine if there are hazards or risks that had previously not been identified

d. Identify if there are improvement opportunities to update the associated documents or equipment / supplies used

3. The observer shall stand at a safe location and quietly observe without interruption unless there is a life-safety issue. 4. Upon completion of the task, the worker and the observer shall discuss the task, the performance and complete the form. (See example provided on separate sheet.)

1 Is there a written procedure or training presentation that is applicable to this task? Should there be?

2 Were any critical knowledge or skills that were

missed or require improvement?




3 Were there any improvement opportunities identified

4 Record the level that the worker is currently at

based on this observation

Level 1 Requires Supervision

Level 2 Does Not Require Supervision

Level 3 Professional

Level 4 Able to Teach and Observe Others

5 Provide improvement suggestions for the worker to be able to continue progressing.

At-Risk Observable Behaviors (coaching discussions):

Incorrectly using or not using adequate PPE Body or body parts positioned in the “line of fire”

Distractions (eyes or mind not on task) Working on equipment that has not been adequately isolated from energy sources

Entering confined spaces without adequate gas testing Not managing hoses and cables and ensuring a safe walkway

Rushing Taking short-cuts

Using equipment in a manner it wasn’t intended for Using excessive force with tools and materials




Training Exercise 2: Decision Making (10 minutes)

As a Leader, what kinds of decisions do you feel should be made at different levels? What kinds of

decisions do you think employees have a right to be part of?

Once you understand how and where your employees expect to be included in decision making, you can

establish constructive ways to actively engage them. If employees are expecting to participate in certain

decisions that are not within their authority level, Leaders should explain how those decisions will be

made and who will be involved.

*Note: Decisions are made at different levels in large or multi-national organizations than they are in

family owned businesses or small organizations.

Example:

Organization Level Decision

Vice President Company mergers

Corporate restructuring

New product launch

Strategy

Communications with Board of Directors

Long term vision

Manager Shorter term vision (planning)

Staffing

Leading, organizing, controlling (budget)

Front Line Supervisor Performance evaluations

Employee concerns

Tactical issues: deliverables and deadlines

Quality of work

Worker Equipment repair or replacements

Change in work procedures

Health, safety, security, environmental, problem solving


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