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Solutions to the inspector
“box of chocolates”
Presented by Dan Lorenz P.E.
President Joe Knows Energy LLC
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The interview
• How did we Do?
• “I don’t trust any of you guys, Inspection providers or inspectors”
• “Like a Box of Chocolates, never knowing
what I will get.”
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The research
• Six months, Dozens of transmission, gathering and midstream companies, as well as inspectors. ALL agreed
• Clients shared…
• “Solution - picture on a billboard, talk about every day, and certification alone is not the answer.”
• “Has changed how we do work. We have elected to buy EPC services to avoid the risk”
• Inspectors shared…
• “There are a lot of gray areas, hard to know what is expected.”
• “Supported when I make that tough call.”
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The opportunity
After all those discussions, I realized there is a great
opportunity for improvement between what owners
want and what inspectors provide.
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Why does this ‘Box of Chocolates’
metaphor exist?
• Variety is valued.
• Pay is significant
• Outsider on the team, duration short.
• Professional not Tradesman-80 percent non-technical.
Effective Communication and Leadership, not taught.
• Important to their success!
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Why should we care?
• Increasingly fighting against well-organized and vocal
opposition.
• America’s competitive economic advantage.
• Inspectors, working with the contractor, serve on the
front lines to ensure gets done right!.
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Learn from other industries with similar
challenges?
• The education industry, over the past decade:
• “Why does our work in schools need to change?”
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Lessons learned
• The world, ever-changing, less equal, work to be more personalized.
• Accountability is more than a test score, monitoring and evaluating all
processes required for every student to achieve at the highest level
• Ultimate goal, every student, place they did not think they could be.
• Learning in the classroom through communication and collaboration.
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What is the Pipeline Industry doing to
improve inspection?
• U.S. Department of Transportation (DOT), through PHMSA, has Battelle, identifying the factors that influence inspector performance, their impact on the quality of inspections of existing pipelines.
• Raise the performance and reliability of the average inspector,”
• Four types of interventions:
• Training,
• Personnel Identification and Selection,
• Motivational Incentives and
• Engineering Interventions (Inspection Technologies)
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API RP 1169
• In 2014 The American Petroleum Institute (API)
• Basic Inspection Requirements for New Pipeline Construction.
• The qualification, years’ experience acquired, plus education.
• Once qualified, take and pass a test to receive certification.
• 500+ currently Certified (Through September 2016)
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INGAA and CEPA Foundations
• Industry driven after San Bruno Incident by INGAA member companies
• 100% by 2018
• Next step “Practical Guide for Pipeline Inspectors aka the Body of
Knowledge”.
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INGAA’s Guiding Principles of Pipeline Safety
• Our goal is zero incidents
• We are committed to safety culture.
• We will be relentless in our pursuit of
improving.
• We are committed to applying
integrity management principles on
a system-wide basis.
• We will engage our stakeholders -
from the local community to the
national level -
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Pipeline Safety Leadership Training
• Caterpillar, working with 10 industry partners, Safety Leadership Training
for Pipeline Foremen Program.
• Interactive, innovative, instructor-lead, scenario based emphasizing
prevention, excellence and sustainability of a safety culture.
• Four years, safety, quality and production.
• Impact Inspectors ability to influence the crew.
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The Time is Now!
INGAA Foundation, safety event in October- Mark Weesner Senior
Operation Advisor, Exxon Mobile- The time is now!
• 1980’s- Programs
• 1990’s- Operations, Integrity Management Systems
• 2000’s- Behavioral Based Systems
• 2010’s- Leadership, Culture, Communication
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Identification
• Behavioral Analytics
• Predicts performance based on How They Think.
• Based on Science called Axiology.
• Compare to high performer
• Justify investment specific training.
• Open Sourcing
• Social media and
• Digital platforms
• Meritocracy-Tony Romo
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Like an ILI for Inspectors
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17
Think of it as a Inspector Integrity Tool
Experience
Score
Experience by Feedback from
previous
performance
3 Part Assessment
compared to Top
Performers Score
API 1169 plus other
training such as
Communication
Audit Critical Skills
Feedback
Certification updates and
Career Development Platform Project specific
training All available on a digital
platform for easy access and use
Copyright Joe Knows Energy Limited Use
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Training
• Remote training, easy and affordable, Webinars, Online, Mentors.
• Soft Skills, Communication and Leadership, now Success Skills,
scenario training and has been developed in these learning
formats.
• Learning Management Systems (LMS), customized career
development. Roadmap- Millennials eat it up!
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19
Initial Condition
High
Medium
Low
Pote
nti
al (
Cap
abil
ity)
Exceeds Meets Below
Performance (Competence)
A
C
80% of
Management
Time Spent on “
C” Issues.
20% of
Management
Time Available
“B” for Training.
0% of Management Time
Available “A” for Career
Planning.
Bars are set
based on level of
impact to
business
operations.
B
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Stable Condition
High
Medium
Low
Exceeds Meets Below
A
C Bars can now be
raised at a rate
consistent with the
growth in ability
of personnel.
B
20% of Management Time
Available “A” for Career
Planning. 80% of
Management
Time Available
“B” for Training.
Pote
nti
al (
Cap
abil
ity)
Performance (Competence) 20 Copyright Joe Knows Energy Limited Use
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Motivations
• Inspectors- support, consistent work, good pay, development opportunities.
• Small businessmen and women- Invest if ROI exists.
• Technology – Align Goals
• Auditing-Performance is Recognized and Rewarded.
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Scoring like Travelocity
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Communications Technologies
• Client Portals- this allows clients to easily view their options in
real time.
• Smart Phones and Field Tablets provide for project information,
feedback and collaboration.
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24
Dashboard
Total Open Market
Resources by
Position
Drill down by region
Copyright Joe Knows Energy Limited Use
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Conclusion- Now is the time!
Presented by
Dan Lorenz P.E
Joe Knows Energy LLC
614-989-2228