using leading indicators to · 2016. 7. 26. · using leading indicators to anticipate safety...
TRANSCRIPT
Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems
Joy Inouye
Research Associate,
Campbell Institute - National Safety Council
Save lives by preventing injuries and deaths at
work, in homes and communities, and on
the roads, through leadership, research,
education and advocacy.
The Campbell Institute, at the
National Safety Council, is the
EHS center of excellence.
Workplace By the Numbers - Historic
Radioactive
half-life?
Chicago Cubs’
World Series
prospects?
Absorption
Rate?
Lagging EHS
performance!
Participants
As of 2/15/2016
Leading Indicators Framework
1. Define- Characteristics
- Taxonomy
2. Align
- Enablers & Barriers
- Current state
3. Refine
- Categories
- Metrics
4. Design
- Implementation &
improvement plans
Mixed-Method Approach
Expert Panel Survey Workgroups Interviews
Leading indicator =
proactive + preventive + predictive
A Definition
The Critical Characteristics
Robust Leading Indicators:
• Actionable
• Achievable
• Explainable
• Meaningful
• Timely
• Transparent
• Useful
• Valid
Enablers to Implementation
Executive buy-in
(not technical
knowledge)
Corporate-level
roll-up and
tracking
Predictive value
communicated
& understood
Targeted collection
toward
specific outcomes
Barriers to Implementation
Inability to develop
consistently
actionable metrics
Continued C-suite
reliance on
lagging indicators
Lack of reliable,
consistent
relationship
Sporadic, infrequent,
non-standard
benchmarking
“What We Need is a Map!”
Taxonomy
Behavior based Operations based Systems based
• Activities
• Thoughts
• Perceptions
• Work processes
• Equipment• Functions of
system
Leading Indicator Matrix
Leading Indicator Program Design
Choosing, tracking, & analyzing leading indicators
What is already
being tracked?
The “bottom up”
approach
Start simply and
small
Does the indicator
provide meaningful
information?
Leading Indicator Program Design
Gaining support; roles & responsibilities
Obtain leadership
buy-in
Find the right pitch;
hone the language
Involve multiple
departments &
functions
Leading Indicator Program Design
Connection to safety management system
Integrate leading
indicators into
overall SMS
Balance leading
indicators with
lagging metrics to
measure success
Leading Indicator Program Implementation
Case Study: Cummins
Research &
benchmarking to
develop plan
Began with S&H
assessments and
preventive actions
Added S&H training
hours, hours worked,
% new employees
Evaluate leading
indicators through
correlation analyses
Case Study: Schneider Electric
Started leading
indicators at the site
level
Began tracking
training hours
Started tracking
effectiveness of
training
Celebrates leading
indicator milestones
to gain support
Case Study: Owens Corning
Started with system
of “yellow flags” for
soft risk
Began correlating
yellow flags with
lagging metrics
“Yellow flag” system
basis for corporate
leading indicators
Involves several
functional areas to
build support
Key Takeaways
How can I use this research?
1. Lead with framework &
taxonomy to start
discussions
2. Pull real-life examples
from Campbell Institute
white papers
3. Find resources on the
Campbell Library
Find the Institute’s Research
www.thecampbellinstitute.org/research
“Campbell Institute” @RWCInstitute
Finding 6: Leading Indicator Matrix
Finding 6: Leading Indicator Matrix
Finding 6: Leading Indicator Matrix