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Using Scorecards to TrackLeading Safety PerformanceActivitiesProcessMAP Webinar Series1

IntroductionsAs an EHS Director – North America, Dexter’s primary responsibility is to review ongoing system-wide feedback to enhance and ensure continuous improvement ofexisting EHS, Workers Compensation and Risk Management workflow functionality.Dexter King,CDS, CESCO, CFSMEHS Director – North AmericaProduct Development GroupProcessMAP CorporationExperience:25 years of Safety, D.O.T., Corp. Security & Investigations, Risk Management,Business Resilience and Disaster Preparedness experience. U.S. Air ForceDHL ExpressBrio Investment GroupCity Furniture & Ashley Homestore Furniture2

IntroductionsGlobal EHS professional specializing in driving premier EHS management andperformance in global organizations and diverse industries.Experience:Director, Global Environmental, Health & SafetyLoren Bowe, CSP, PEEHS Industry ConsultantLCBowe Consulting, LLC Smiths Group plcTextron Fluid and Power Inc.GreenleeAdvanced Solutions/Intesys Technologies3

Housekeeping – What You See4

Housekeeping – ParticipationYour ParticipationOpen and close your control panelJoin audio: Choose Mic & Speakers to use VoIP Choose Telephone and dial using theinformation providedSubmit questions and comments via theQuestions panelNote: Today’s presentation is being recorded andwill be provided within 48 hours.5

Leading Safety Activities - Webinar SeriesPart IPart II“Using Leading Safety Activities to Advance SafetyObjectives”“Using Scorecards to Track Leading SafetyPerformance Activities”Thursday, June 15th 11 AM EDTThursday, June 29th 11 AM EDTThe recording and slides available!Recording and slides to be sent to registrants onWednesday, July 5th6

Overview1Leading Safety Performance Activity Metric2Safety Scorecard Design3Leading Safety Performance Score Calculations4Roll-up Score for Multiple Locations5Safety Scorecard Tools6ProcessMAP’s Safety Activity Scorecard Solution7Q&A7

Polling Question #1We formally assign proactive safety activities To most employeesOnly leadersOnly hourly employeesWe do not assign activities8

Leading Safety Performance Activity MetricFormalizing the safety managementprocessScoring System / Safety ScorecardA leading safety activity score(or completion percentage)Leading Safety ActivitiesLeading Performance Activity MetricWritten standard operating proceduresor formal training documentationSet Goals and Track ProgressTrack Completion of ActivitiesTarget Risk and Culture ImprovementsDrive and Monitor Safety Improvement9

Leading Safety Activity ExamplesIncreasing leadership andemployee involvement in safetySafety leadership tours, employeesafety observationsIdentifying exposures and injury riskJob hazard assessments, reporting ofsafety improvementsIncreasing employee knowledge ofsafetyEmployees completing requiredtrainingImproving ongoing monitoring ofsafety processes & conditionsSite safety audits and inspectionsFormalizing the safety managementprocessWritten standard operating procedures orformal training documentation10

Polling Question #2We assign proactive safety activities and Establish activity completion goalsEstablish goals and monitor progress with numeric scoringWe do not establish goals11

Safety Activity Scorecard DesignPURPOSEMonitors Activity CompletionCalculates a Percentage of Safety Activities Completed:PROCESS1. Assigns a weight of importance to each activity (to total 100%)2. Compares score to a goal (e.g. 90% of activities to be completed by end ofthe year)3. Calculates score for various periods (such as monthly, quarterly, annually)12

Leading Safety Performance Score CalculationsAssume a company requires each site to complete 6 of activities duringthe year (site tours, inspections, etc.)Each site identifies the number of each activity to be completed each monthand the total for the yearEach activity is given a weight of importance (to total 100%)The site score is the percentage of the activities completed year to date13

Example – Annual Activities Plan Leadership Tours: Safety Talks: Recommendations: Risk Assessments: Inspections: Training:Site leadership team (5) completes 60 leadership tours (1 tour/leader/mo.) Weight 20%Line supervisors (8) complete 416 safety talks (1 talk/week/supervisor) Weight 30%Employees (100) report 200 safety recommendations (avg 2/employee) Weight 20%Employees complete 24 risk assessments (avg 2/month) Weight 10%Employees complete 240 area safety inspections (20/month) Weight 10%Employees (100) complete 1000 hours total safety training (10/employee) Weight 10%Total Weight 100%14

Example – Annual Activities Actually Completed Leadership Tours: Safety Talks: Recommendations: Risk Assessments: Inspections: Training:Site leadership team (5) completes 60 leadership tours (1 tour/leader/mo.)Weight 20% Actual: 80 tours completedLine supervisors (8) complete 416 safety talks (1 talk/week/supervisor)Weight 30% Actual: 395 talks completedEmployees (100) report 200 safety recommendations (avg 2/employee)Weight 20% Actual: 267 recommendations submittedEmployees complete 24 risk assessments (avg 2/month)Weight 10% Actual: 22 risk assessments completedEmployees complete 240 area safety inspections (20/month)Weight 10% Actual: 219 inspections completedEmployees (100) complete 1000 hours total safety training (10/employee)Weight 10% Actual: 944 hours completed15

Score Calculation ExampleThe site score is the percentage of the activities completed year to date as follows:Leading Safety PerformanceScore for month “m” [(Σ Activity 1 completed from month 1 to month m) / (AnnualGoal of Activity 1) x (Weight of Activity 1)] [(Σ Activity 6 completed from month 1 to month m) / (AnnualGoal of Activity 6) x (Weight of Activity 6)]16

Score Calculation ExampleThe site score is the percentage of the activities completed year to date as dx %WeightLeadership Tours60*601.00200.200Safety 00.944100.0941000.962RecommendationsRisk AssessmentsTotalLeading Safety Performance Score (year-end) 0.962 or 96*Note: No extra credit for exceeding goal for an activityRecommended Goal is 90!17

Polling Question #3We establish proactive safety activity goals at the Department levelLocation levelCorporate/Division/BU level (across multiple locations)We do not establish proactive safety activities18

Roll-up Score for Multiple LocationsRoll-up score for multiple locations use a weighted average based on a weighting factorsuch as headcount, revenue, hours worked, etc. for each site.[(LSP Score Site 1 x Headcount Site 1) (LSP Score Site 2 x Headcount Site 2) Weighted Average Score for “n” sites (LSP Score Site n x Headcount Site n)] /[Headcount Site 1 Headcount Site 2 Headcount Site n]19

Example - Roll-up Score for Multiple LocationsLocationLeading SafetyActivity ScoreHeadcountScore x ll-up Score Σ(Score x Headcount) / Σ(Headcount) 61287/667 9220

Safety Scorecard ToolsFormal methods and tools are needed to record activity completion,calculate scores, and view progressScorecard tools include ProcessMAP Safety Activity Scorecard solutionSpreadsheetsCustom developed softwareDesign tool so it is easy to re-configure annually andaccommodate changes in activities, locations, business design, etc.21

ProcessMAP’s Safety Activity Scorecard SolutionCloud-based safetyscorecard solutionaccessible fromdesktop or mobiledevicesVery configurable tomeet specificindustries andbusiness functionrequirementsReports safetyactivity completionscores to keystakeholders usinginteractive real-timedashboards andalertsEmployees can beassigned activitiesand completiontracked by usingProcessMAP’s Activity& Action ItemsManagementsolution22

ACTION ITEMSMANAGEMENTSOFTWARE

Activity & Action Items ManagementOverviewSimplify compliance across your organizationAutomates action items tracking through completion, establishes accountability, and manages riskUSER DEFINED ACTION ITEM View action items with unmatched ease and leverage the ability tofilter action items by various options.SEAMLESS TASK TRANSFER Transfer tasks and activities to other users, thereby avoiding delaysdue to leaves and separations.COMPREHENSIVE SEARCH Keep a track of critical audit finding with a comprehensive searchfunctionality.EFFECTIVE COST MANAGEMENT Effectively manage costs by estimating the financial impact associatedwith each task.24

Activity & Action Items ManagementKey FunctionsMultiple Ownership ModelCalendar Based TaskManagementSeamless TaskTransferVariable TaskConfigurationIntegrationAction ItemManagementMultiple Calendar ViewEnsure RegulatoryComplianceIntegrated with Other Modules to PullAction Items (e.g., From Audit)25

Activity & Action Items ManagementScreenshotsDASHBOARDACTION ITEM LIBRARY26

Q&A27

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existing EHS, Workers Compensation and Risk Management workflow functionality. Experience: 25 years of Safety, D.O.T., Corp. Security & Investigations, Risk Management, Business Resilience and Disaster Preparedness experience. U.S. Air Force DHL Express Brio Investment Group City Furniture & Ashley Homestore Furniture