2011 Safety Excellence Award Training

Audit Team Member Duties

Houston Business Roundtable

Presented by: Bill Shaw

The Audit Team Leader will contact the audit team members and inform them of the:

Companies to be audited. Timing of the scheduled audit. Directions to the audit (furnish map). Training and PPE needed to complete the audit.

HBR Safety Excellence AwardsAudit Team Member Duties

Start the audit with an opening conference with the management and supervision of the finalist company (this may include owner company management).

HBR Safety Excellence AwardsAudit Team Member Duties

Field audit: Following each item on the audit form interview

workers in the field and ask about:• Knowledge of the programs.• Involvement in the programs.• Training they have completed.

Give input to the audit team leader when the team meets to complete the “master score sheet”.

HBR Safety Excellence AwardsAudit Team Member Duties

Document audit:

Review each item on the audit form and score the item according to the scoring criteria.

Identify and verify “best practices”. Give input to the audit team leader while the team

meets to complete the “master score sheet”.

HBR Safety Excellence AwardsAudit Team Member Duties

Audit team members will participate in the grading process.

Individual items on the audit form will be graded using a scale of 0 to 3.

HBR Safety Excellence AwardsAudit Team Member Duties

After completing both the field and the documentation portions of the audit:

Meet in private with the audit teams. Participate in giving input to the audit team leader

who will score a master audit form using input from both the field and documentation teams.

Identify and document any strengths and areas of potential improvement identified during the audit.

HBR Safety Excellence AwardsAudit Team Member Duties

Participate in a closing conference and specifically identify those strengths and areas of potential improvement noted.

HBR Safety Excellence AwardsAudit Team Member Duties

After completing audits of all of the finalists, the audit team leader will calculate the master score sheets and inform HBR of the status of the companies audited.

HBR Safety Excellence AwardsAudit Team Member Duties

HBR Safety Excellence AwardsAudit Team Member Duties

All audited companies will be receive “silver level” recognition unless major issues are recognized.

Gold signifies that many elements of their program, both field and documentation, exceed the minimum requirements including those best practices that have been identified.

More than one Contractor may be ranked at each level.

One “Best in Category” will be identified in each category.

HBR Safety Excellence AwardsAudit Team MembersWhat’s in it for Me?

• Benefits to Auditors and their Companies– Expand knowledge of Safety Processes of

other Contractor and Client Companies.– Capture new ideas and approaches for

managing Safety and Health Program.– Learn how other companies prepare and

conduct their HBR audits.– Meet new contacts/resources for networking.

2011 Safety Excellence Award Training

Audit Team Member Duties

Houston Business Roundtable