safety conference - rmel
TRANSCRIPT
Kansas City Power & Light’s Cedar Point Safety and Training CenterKansas City, MO
March 27-28, 2019
Safety Conference
Instructed by:Terry Bassham, President & CEO, KCP&L and Westar, Evergy Companies
Dan Smith, Vice President, Electric Service Delivery, Austin Energy
Chris Dodds, Manager, Generation Safety, KCP&L and Westar, Evergy Companies
Dr. Rob Jones, Owner, Peak Performance Health Center
Terri Mallozzi, RN, Nurse Case Manager, Xcel Energy
Mark Heidebrecht, Ergonomist/Human Factors Professional, ErgoMethods/Ergonomics International
Brian Moore, Occupational Health & Safety Specialist, Platte River Power Authority
Michelle Roush, Manager, Claims, KCP&L and Westar, Evergy Companies
Rosanne Ramsburg, Medical Case Manager, KCP&L and Westar, Evergy Companies
Michelle Stanley, Occupational Health & Safety Coordinator, Austin Energy
Rachel Jackson, Manager, Concerns and Complliance, STP Nuclear Operating Company
Mark Palacio, Operations Training Manager, Xcel Energy
Dean Jensen, Supervisor, Gas Technical Training, Xcel Energy
RMEL ~ 6855 S. Havana, Ste 430 ~ Centennial, CO 80112 ~ (303) 865-5544 ~ FAX: (303) 865-5548 ~ www.RMEL.org
Wednesday, March 27, 20197:30-8:00 a.m.Networking Breakfast
8:00-8:45 a.m.Welcome From Host UtilityFeaturing Terry Bassham, President & CEO, KCP&L and Westar, Evergy Companies
8:45-9:45 a.m.Emphasizing the Why in Your Safety CultureDan Smith, Vice President of Electric Service Delivery, Austin EnergyThere is no question the importance of personnel and public safety in the Electric Utility industry. As a result, Electric Utilities are committed and passionate about driving safety throughout its organization. Often, Utilities emphasize and focus on what they do and how they do it to promote the safety of their personnel. This involves establishing solid policies, procedures, and work practices which include training, personal protective equipment, the right tools, safety manuals, disciplinary guidelines, etc. But, what truly enables Utilities to accomplish a safe work place? Is it simply detailed policies, procedures, and practices and perhaps some good accountable enforcement? Today, Utilities recognize that it is a culture of safety that enables an organization to have sustained safety success. Central to having a healthy effective safety culture is to understand the underlying “why” behind the things we do. The answer to the “why” question is found directly to the core values and principles of the organization
and ultimately addresses what we do at 2am in the morning when no one is watching. This keynote will expound on how critical it is for all organizations to not only understand their “why” but how to effectively communicate, emphasize, and unpack this to dramatically effect a positive and sustained culture of safety and zero injuries.
9:45–10:00 a.m.Networking Break
10:00-11:00 a.m.The Power of the StoryChris Dodds, Manager, Generation Safety, KCP&L and Westar, Evergy Companies “What just happened?!” Sometime in the future of your organization, this will be said or yelled as the first words after an event. This will be the exact minute the story starts to unfold. How will your company get everything from the story you can? How will you tell the story so that others can learn from it as well? And most importantly, how will you decide what actions you take in response to the story?
Now imagine the event never happened at all. Could you have seen it coming? What are some tools to help you learn the story and apply the appropriate lessons and actions without having to actually experience the injury, the power outage, the damage to your company’s reputation? Let’s find out by going ‘back to the future’.
11:00-11:30 a.m.Small Group Think - Human PerformanceBring Topics for Discussion
11:30 am. - NoonSafety Mini Presentations Share a Near Miss or Event that Someone at your Company Caught – Share Your Learning Experience
Noon – 1:00 p.m.Networking Lunch
1:00-2:30 p.m.Fitness for Life Starts at Home PanelFitness for Life and Fitness for duty starts before you get to work. Taking care of yourself through good nutrition, proper rest, wellness through exercise and utilizing proper lifting and stretching routines will keep the body and the mind in shape and ready for work and life each day.
Posture, Positioning and Movement Panelist #1: Dr. Rob Jones, Peak Performance Health CenterThis presentation will focus on learning how to move like an athlete to avoid injury.
Dangers of Fatigue: Are You at Risk? Panelist #2: Terri Mallozzi, Xcel EnergyWhat are the consequences of insufficient sleep? Work place accidents, decreased productivity, errors, and drowsy driving that can lead to car accidents. Not to mention increased susceptibility to acute illness and chronic diseases such as cardiovascular disease and diabetes. Sleep should be part of a healthy lifestyle.
A New Way of Looking at Ergonomic Risk: An Evidence Based ApproachPanelist #3: Mark Heidebrecht, Ergonomist/Human Factors Professional, ErgoMethods/Ergonomics InternationalThe term “ergonomic risk factors” is used often in industry. However, ergonomic risks are seldom quantified or defined. We hear repetition is considered a risk; but, how many movements is considered repetitive? What is considered an awkward posture and how much force is considered too much force?
Mark Heidebrecht, a Board Certified Human Factors Professional / Ergonomist, will present an evidence based approach to occupational and personal ergonomic risk factors. Not only will occupational and personal risk factors be defined, he will present the evidence-based research that quantifies the increased risk of an injury when a personal or occupational ergonomic risk factor is present. This approach allows employers to truly quantify risks, based on sound research methodologies and perform accurate cost benefit analysis for ergonomic modifications. The evidence-based approach also assists employers in determining the causation of injuries.
2:30–2:45 p.m.Networking Break
CONFERENCE AgENdA
10:00-11:30 a.m.KCP&L’s Cedar Point Safety & Training Facility TourGreg Beel, KCP&L and Westar, Evergy CompaniesMark Miller, KCP&L and Westar, Evergy Companies
SEE DETAiLS AND PiCTURES oN THE NExT PAGE (will include 30 minute tour of Delivery Side and 30 minute tour of Generation Side)
11:30 a.m.Closing/Wrap Up Discussion
SAFETY CONFErENCESafety Awareness, Technical Training
and Human Performance
2:45-4:00 p.m.Panel: How to Successfully Guide Employees Through occupational injury
Panelists will explore all aspects of occupational injury from reporting to medical care to case management in an effort to illustrate how they successfully guide injured employees through difficult and sometimes life-changing periods in their careers.
Platte River Power Authority’s Workers’ Compensation program From initial injury to MMiPanelist #1: Brian Moore, Platte River Power AuthorityThis presentation will describe how Platte river responds, reports injuries to the insurance carrier and communicates physicians work status reports to supervisors and managers.
Workers’ Compensation – The Role of The Claim Adjuster and What You Should ExpectPanelist #2: Michelle Roush, KCP&L and Westar, Evergy Companies Discuss claims handing best practices including: investigation, determination of compensability, authorization of medical care and claim settlement.
injury ManagementPanelist #3: Rosanne Ramsburg, KCP&L and Westar, Evergy Companies rosanne will describe KCP&L’s early intervention process. The medical department makes contact with each injured worker in order to assess the injury and determine the need for treatment. KCP&L is able to insure the employee has an appropriate care regimen and knows who to call for questions.
Watt’s Next? Guiding Employees through the incident Reporting Process Panelist #4: Michelle Stanley, Austin EnergyAn overview of what Austin Energy has in place to guide employees through the incident reporting after an on-the-job injury/illness has occurred? From what benefits are available for an on-the-job injuries/illness, assisting the employee when medical treatment is needed, and getting employees back to work.
4:00-4:30 p.m.Roundtable Discussion and Day 1 Wrap UpBring roundtable topics for discussion and/or send topics ahead of time to [email protected] offer a unique forum for peer-to-peer sharing of experiences, critical issues and expertise. The roundtable is a discussion group, open only to rMEL members. Discussion is based on topics brought by attendees.
5:00 p.m.Networking HourTBD Location (near training facility)
Thursday, March 28, 20197:30-8:00 a.m.Networking Breakfast
8:00-9:00 a.m. Managing a Safety Culture and Safety Conscious Work EnvironmentRachel Jackson, Manager, Concerns and Compliance, STP Nuclear Operating Company*Who is STPNOC – nuclear industry specifics*What makes what we do special and unique*What is a SCWE*How is that transferable to you – safety over productivity*How do you balance power – giving your people a voice
9:00-10:00 a.m.Building and Delivering Training: on The Job Training ProcessMark Palacio, Xcel EnergyDean Jensen, Xcel EnergyA discussion on the Five Steps of Instructional Development (ADDIE Process), This presentation will cover the steps to developing a training program for the purpose of delivering On the Job (OJT) training and evaluation. Included in the presentation:*Instructional System Design Model*Characteristics of the Adult Learner*Stages of Learning*Three types of Questions instructors should ask*Defining Processes for OJT*Trainer/Employee Activities during OJT*Steps for Conducting OJT*Steps for Evaluation of Training Effectiveness
EVERgY’s CEdAR POiNt sAFEtY & tRAiNiNg FACilitY tOuR Cedar Point, Evergy’s Safety & Training facility features classroom and office space, it also includes a welding, mechanical and electrical skill development lab space with access a large multi-purpose room that can be utilize for either group training or meetings. Currently Evergy sponsors over 200 apprentices in multiple disciplines, this includes power delivery and generation crafts. Flexibility within the building’s design is critical to the success of these programs. Cedar Point is the cornerstone to meeting the needs of ever evolving learning styles and emerging technologies to support employee development into the future.
CHAIRDean Larson
Kansas City Power & LightManager, Safety & Medical
VICE CHAIRDave McCormack
Xcel EnergySupervisor, Field Safety
PSCO and SPS
Jeff AllenTri-State Generation and
Transmission Assn.Training & Development
Manager
Chuck HendryAustin Energy
Occupational Health & Safety
Coordinator
.
Thank You RMEL Safety CommitteeBrian Moore
Platte river Power Author-ity
Occupational Health & Safety
Specialist
Angela ottArizona Public Service
Manager, Corporate Safety
Bradley PaluNebraska Public Power
DistrictSafety / HP Lead
John WoodardWestern Area Power
Administration Director, Safety
.The RMEL Safety Committee plans all RMEL Safety events. If
you’d like to send information to the committee, email Ashleigh Iverson at [email protected].
Emphasizing the Why in Your Safety Culture
Dan Smith Vice President, Electric Service Delivery
Austin Energy
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 1
© 2018 Austin Energy
Emphasizing the Why in Your Safety Culture
Dan Smith, P.E.
RMEL Spring 2019 Safety Conference Kansas City, MO
VP – Electric Service Delivery
March 27, 2019
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Presentation Outline
•Who am I? … A Brief Summary of Me and My Safety Journey
•Who is Austin Energy? … An Overview of Austin Energy
•From Where Have We Come? … The Evolution of Line Worker Safety
•How are We Changing Our Culture? Focusing on our “Why” and Human Performance
•So, are We Making a Difference? … 2014 to Today
•Where are We Headed? … 2019 and Beyond
•What Questions Do You Have?
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 2
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Who Am I?A Brief Summary of Me and My Safety Journey
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Transformation Founded on Safety Culture“If we bring our injury rates down, ... It will be because individuals … devoted themselves to creating a habit of excellence.
Safety will be an indicator that we’re making progress in changing our habits ... That’s how we should be judged.”
– Paul O’ Neill October 1987
https://www.youtube.com/watch?v=NVi95Bbqxb4
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 3
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Who is Austin Energy?An Overview of Austin Energy
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About Austin EnergyPublic Power
• Founded 1895
• 8th largest community owned utility and 2nd largest in Texas
• Reports to the City Manager, who executes the policy and direction of the City Council
• 1700+ Employees
• $1.4B Annual Budget
Compact, Dense System
• 437 square miles of service area covering City of Austin and beyond
• 491,000+ meters (65,000+ C&I)
Vertically‐Integrated
• Vertically‐integrated in a deregulated, wholesale, energy only market
• 2018 AE System Peak Load 2878 MW (summer), 2381 MW (winter)
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 4
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Austin Energy’s Mission & Vision
Mission
To safely deliver clean, affordable, reliable energy and excellent customer service
Vision
Drive customer value in energy services with innovative technology and environmental leadership
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Offset 65% of customer load with
renewable resources
Austin Energy 2027 Goals
1000 MW of savings from
energy efficiency and demand response
750 MW utility‐scale solar + 200 MW local solar,
including 100 MW customer‐sited PV
10 MW battery storage and 20 MW thermal
energy storage by 2025
Net zero community‐wide GHG emissions by
2050
All subject to meeting Affordability Goals: <2% rate increase per year; Austin Energy rates in lower 50th percentile of statewide utilities
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 5
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AE’s Power Delivery System
• ERCOT Market (90% of Texas)
• 78,000+ MW Generation• 21,000+ MW Wind• 1,700+ MW Solar• Fuel Mix (2018 Energy Use)
• 44% ‐ Natural Gas• 25% ‐ Coal• 19% ‐Wind• 11% ‐ Nuclear
• 4,834 MW Austin Energy owned and contracted generation
• 623 miles of Transmission Lines
• 75 Substations
• 4,938 miles Overhead Distribution Lines
• 6,652 miles Underground Distribution Lines
• 80,000 Distribution Transformers
• 180,000 Distribution Poles
• 490,000+ Customers
• 1M+ Citizens
• 65,000+ businesses
• 380,000+ homes
• 600 schools & hospitals
• 23 police & fire stations
• 2 Community Solar Farms
• 2 Energy Storage Systems
(Shines Project)
• 30 MW Local Solar
• 9,000+ Solar Generating Customers
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Grid Modernization Strategy
Austin Energy Strategic Goals
Grid Modernization
Advanced Metering Infrastructure
Grid Automation
Distributed Energy Resource Integration
Asset Management
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 6
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Typical Downtown Network Electrical Vault
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An Electrical Vault After A Fault
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 7
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Grid Modernization – Making Electrical Vaults Safer
Arc Reduction Maintenance System (ARMS)• Reduces the energy during a fault to
safe levels and prevents catastrophic failures
• Installed on 409 Network Protectors (2 years ahead of schedule)
• Has already protected (2) AE employees from a fault
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Grid Modernization Impacts Safety By …
Means reduced truck rolls
Remote communication and control of T&D assets
Reduced exposure
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 8
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Grid Modernization Impacts Safety By …
Remotely Inspecting our Infrastructure
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From Where Have We Come?The Evolution of Line Worker Safety
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 9
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How are We Changing Our Culture?
Human Performance Focusing on Why Safety Culture
Focusing on our “Why” and Human Performance
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 10
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Human Performance
•HP = W(R + B) Where …•HP = Human Performance•R = Results•B = Behavior
Human Performance = Why We Do What We Do the Way We Do It
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Starting with Why
https://www.youtube.com/watch?v=c0GmcwVi7jo
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 11
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How about us?
•Why is the “Why” so important?
•Why did you get out of bed and why does it matter? What is your why?
•Do you believe you can make a difference here?
• So what does this have to do with safety?
•What does it mean to move from a compliance based culture to a desire
based culture?
•Do you believe it is possible for everyone to go home the way they came to
work?
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Why I Get Out of Bed in the Morning
Life MissionTo glorify God and enjoy Him forever by loving Him and people with all my heart, mind, and soul through leading, teaching, and encouraging people in all aspects of their lives
Life VisionTo lead, inspire, and encourage people at work, home, church, on the streets, and across the globe to know their purpose and live free, radical, life‐changing lives
Work VisionWith humility and resolve, lead and inspire my organization to superior performance and customer value
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 12
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We Power the Austin Economy
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So What is Our Why?
Enriching the lives of our customers and communities by being their trusted energy provider, platform, and partner
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 13
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RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 14
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So … Are We Making a Difference?2014 to Today
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Electric Service Delivery’s Journey to 0 Injuries
We are doing this by focusing on: • Culture
• Shift from programs and initiatives to Cultural Transformation with Grass Roots emphasis • Increased focus on Human Performance
• Communication• Quick and transparent communication on all incidents with focus on education and correctable opportunities• Relevant safety meetings
• Commitment• Establishing safety as a core principle• Complete top down/bottom up/inside out commitment and relentless pursuit of an injury free workplace
• Collaboration/Coordination• Establishment of an ESD safety coordinator and liaison to Safety Organization• Revamped stretching and mobility training program• Peer, crew, and supervisor observations and information sharing• Established organization and teams around safety
Year Cases Recordable Injuries
Lost Work Day Cases
Restricted Work Day
Cases
Days Away or Restricted
Rate
Strains
2014 58 45 15 31 7.23 21
2018 35 15 4 9 1.31 14
Improvement 40% 67% 73% 71% 82% 33%
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 15
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YearReliability(CAIDI)
Human ErrorTransmission System
Misoperations
Employee Satisfaction
2014 75.89 9 63%
2018 70.20 0 75%
Improvement 7.5% 100% 16%
Journey to Next Level Human Performance
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Core Principles Code of Honor Training
So … Where Are We Headed?2019 and Beyond
Next Level Human Performance = Why We Do x (What We Do + The Way We Do It)
RMEL 2019 Safety Conference
March 27- 28, 2019Dan Smith, Austin EnergyVP, Electric Service Delivery 16
Confidential & Proprietary ©2018 Austin Energy. All rights reserved. Austin Energy and the Austin Energy logo and combinations thereof are trademarks of Austin Energy, the electric department of the City of Austin, Texas. Other names are for informational purposes only and may be trademarks of their respective owners.
Human Performance
Chris Dodds Manager, Generation Safety
KCP&L and Westar, Evergy Companies
Panel: Fitness for Life Starts at Home
Posture, Positioning and Movement
Dr. Rob Jones Owner
Peak Performance Health Center
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 1
Rob Jones, D.C.
By using the most recently proven scientific data we’re in the process of introducing proper movement techniques to workers in order to ensure more efficient movement, more bio-mechanically sound movement and thus safer movement.
By introducing simple, implementable movement strategies we’re potentially cutting the risk of low back injuries and shoulder injuries significantly.
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 2
Lineman, substation workers, plant workers have to use their bodies in a very physical manner. We’re teaching them to move like athletes.
We don’t let athletes lift heavy weights until we teach them how to do it properly, why are we doing it with our crews!
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 3
Flexion = injury Repetition = injury Rotation = injury Linemen, substation,
power plant workers andeven meter readers were doing all!
We’re Fixing it!
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 4
Research shows we know EXACTLY what injures the low back….why continue to do the same things??
Flexion = Injury!!!!!!!
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 5
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 6
Back injuries cost the U.S. health care system roughly $50-100 billion per year.
One case of surgical repair of the low back costs $10,000-$100,000 depending on condition
These numbers can be SIGNIFICANTLY reduced with proper movement ergonomics and new movement strategies……”if costs are to be controlled it lies squarely on prevention.” (Journal of Orthopedic Clinics of North America. 2010)
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 7
Elbows high = injury Shoulder protracted = injury Repetition = injury Linemen, substation
and plant workerswere doing all!
We’re Fixing it!
The cost per year of shoulder injuries in the U.S. is $50-100 billion
The cost per case of shoulder surgery is $6500-$15,000. Non-surgical care is between $4000 and $8000.
Prevention can be a potentially huge savings
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 8
Research shows that flexion and flexion with rotation is a recipe for low back strains and disc issues.
So we’re taking Westaremployees from this:
To this:
Research shows that shoulder movements with the elbows out and the shoulder protracted will cause rotator cuff breakdown.
So we’re taking Westar employees from this:
To this:
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 9
S. Stop
O. Observe and Assess
S. Start the job
The hip hinge---”When in doubt stick your butt out” Don’t Flex---golfers and lunge pick ups…putting on
climbers. Brace your core----can’t always be in a good position. Retract/centrate the shoulders “When in doubt stick your chest out” Elbows tight to the body/centrate Stay in the green zone---hand working in the eyes to
chest zone. Repetition, repetition, repetition Making it the new normal….”are you guys doing it,
does it seem practical?” “…..absolutely; we don’t want to hurt!”
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 10
A constant barrage of movement training while I’m teaching the linemen and power plants workers
Making them perform the movements to FEEL what it’s like to move the shoulder properly and to FEEL what it’s like to be in the proper back positioning
“How much can the back take in this position?….40 pounds!....How much in this position?....100s!!”…..THEY’RE GETTING IT!!!
Repetition, Repetition, Repetition!!! It’s really quite simple; change the behavior and
make it permanent with REPETITION!!!
By treating early and detecting the problems prior to them becoming full blown injuries we save the employee from potentially prohibitive injuries such as disc herniations, tendonitis and future episodes of arthritis
PREVENTATIVE STRATEGIES for the future health of the employee and the significant cost savings to the company.
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 11
When talking to linemen and substation workers on return visits for ART treatments after the movement seminar I’m seeing huge changes! They’re remembering and doing it!!
1. Much less low back complaints…several bad disc injuries have healed!
2. Buy in….”we don’t want to hurt”….”I sure wish you were around 20 years ago”….”what do you think about this movement?”
More upper back and neck complaints than shoulder complaints now than prior. Most complaints used to be low backs and rotator cuffs.
Expose them ALL to it…..every group has gotten/is getting the training seminars
“Groove It” from initial training to retirement
Make it the “New Normal”.
RMEL 2019 Safety Conference
March 27- 28, 2019Dr. Rob Jones, Peak Performance Owner 12
Dangers of Fatigue: Are You at Risk?
Terri Mallozzi RN, Nurse Case Manager
Xcel Energy
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 1
Dangers of FatigueAre You at Risk?
Terri Mallozzi RN. BSHA
Do you find that…
There are not enough waking hours to accomplish all you need to do?
You cut corners on sleep in order to get work done, socialize, or get in a little extra leisure time?
You rationalize that a few hours here and there won’t make a difference?
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 2
Journey to Zero
Sleepy Workers are..
• 70% more likely to be involved in accidents • Twice as likely to die in work‐related accidents• Twice as likely to be involved in workplace
accidents if they have sleep apnea
Source: National Sleep Foundation Never Sleep at Work!
Journey to Zero
CDC: More than 1 in 3 AmericansSleep‐Deprived
Americans among the most sleep deprived people in the world
Nearly half of U.S. adults report insufficient sleep (<7 hours/night)35% Americans report sleep quality as “poor” or “only fair”
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 3
CONSEQUENCES OF INSUFFICIENT SLEEP
Causes people to misjudge their own state of mind and abilities, believing that they are able to handle important decisions and tasks
Mentally
Impairs reaction time/judgment/mood
Diminishes capacity to learn
Decrease concentration
Increased sick time decrease immune system
Physically
Shortens lifespan due to increased susceptibility to illnesses
Metabolic Syndrome/ “Syndrome X” is a group of risk factors‐
high blood pressure high blood sugar unhealthy cholesterol abdominal fat
Journey to Zero
Why Do We Sleep?
• Cellular Restoration• Brain Efficiency• Energy• Healing
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 4
Journey to Zero
Drowsy Driving ‐ Serious Concern
• About 20% drivers admit to falling asleep at the wheel in the past year
• ≥40% fell asleep at least once during driving careers• Similar to driving under Influence of alcohol (≥ 20 hrs.)• You are three times more likely to be in a car crash
Too Tired to Drive?
Frequent yawning or difficulty keeping your eyes open
“Nodding off”(Micro‐sleep)having trouble keeping your head up
Inability to remember driving the last few miles
Missing road signs or turns
Difficulty maintaining your speed
Drifting out of your lane
YOU CAN’T FIGHT DROWSINESS…If you are sleep‐deprived, chemicals build up in the brain and eventually reach a tipping point, sending you off to sleep. This can happen anytime and anywhere!
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 5
Journey to Zero
Drowsy Driving Videos
The Danger of Drowsy Drivershttps://youtu.be/yqXiiqYwyog
Contributing Factors of Insufficient Sleep
• Night shifts • Rotating shifts• Extended hours/days• On‐call• Safety‐sensitive activities
Journey to Zero
OSHA: No standard to address extended/unusual work shiftsProvides recommendations for safe work environment
• Extended or unusual work shifts may be morestressful physically, mentally and emotionally
• Recognize symptoms of fatigue• Take breaks during work shift• Stop‐work responsibility!
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 6
DurationRecommendations
Journey to Zero
How Much Sleep Do You Need?
Researchers cannot pinpoint the exact amount of sleep an individual needs. This chart features recommended ranges.
Do you experience irritability, trouble concentrating, impaired memory or anxiety or depression?
Do you have health issues: overweight, high blood pressure, diabetes or heart disease?
Are you experiencing sleep problems such as insomnia, snoring, sleep apnea, fatigue or excessive sleepiness?
Do you depend on caffeine to get you through the day?
Do you feel sleepy when driving? Microsleeps?
Do you wake several times/night due to noise, pain, bathroom, kids, animals?
ASSESSING YOUR SLEEP QUALITY
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 7
Journey to Zero
Blue Light: What’s All the Fuss?
Journey to Zero
Reduce Blue Light Exposure
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 8
Journey to Zero
For a Better Night’s Sleep
Noise try ear plugs or white noise to help cover up outdoor or indoor‐related disturbances
Drink a glass of warm milk before bed. This will help you sleep peacefully.
Distraction. If not sleeping in 20 minutes, get up and do something relaxing, then try to sleep again.
Avoid napping. A nap may interfere with falling asleep at night
Don’t fall asleep with the TV on
Getting enough sleep just as important as:
Healthy diet Exercise Dental health
If you experience any of the symptoms we discussed today, you may need to make some lifestyle changes or consult your physician!
SLEEP AS PART OF A HEALTHY LIFESTYLE
RMEL 2019 Safety Conference
March 27- 28, 2019
Terrio Mallozzi, WorkCare Inc., contracted with Xcel EnergyRN-Nurse Care Manager 9
Journey to Zero
Thank You
A New Way of Looking at Ergonomic Risk:
An Evidence Based Approach
Mark Heidebrecht Ergonomist/Human Factors Professional ErgoMethods/Ergonomics International
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 1
Mark Heidebrecht, MSE, EP‐C, CPE/CHFPBoard Certified American College of Sports Medicine
Board Certified Ergonomist/Human Factors Professional“Ergo Mark”
An Evidence Based Approach To Ergonomic Risk
Ergonomics and Human Factors
• Designing tasks, processes and equipment that fall within an individuals physical and cognitive abilities.
• Designing to increase human performance while decreasing the risk of injury.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 2
Ergonomics,
Human Factors & User Experience
Physical
Ergonomic Risk Factors
Physical Demands
Cognitive
Labels, Warnings
& Instructions
Information Processing &
Decision Making Processes
Emotional
Usability Interaction
• Detection • Identification• Interpretation• Decision• Response
• Force • Posture• Distance• Frequency• Duration• Environment
• Accessibility• Functionality• Pleasure• Satisfaction
Defining Ergonomic Risk Factors
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 3
Ergonomic Risk Factors
Forceful exertions
Awkward postures
Repetitive motions
Static postures…….
Wrist Musculoskeletal Disorders:Repetition and Force
12.9 2.7
16.6
0
5
10
15
20
Odd Ratios
Control Force Reps Force &Reps
Silverstein, B., Fine, L. and Armstrong, T. (1987) Occupational factors and carpal tunnel syndrome; American Journal of Industrial Medicine, 11:3 343‐358.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 4
Evidence‐Based Analysis• Musculoskeletal Disorders and Workplace Factors: A Critical
Review of Epidemiologic Evidence for Work‐Related Musculoskeletal Disorders of the Neck, Upper Extremity, and Low Back. Published by the National Institute for Occupational Safety and Health.
• Musculoskeletal Disorders and the Workplace. Published by the National Academy of Science.
• AMA Guides to the Evaluation of Disease and Injury Causation. Published by the American Medical Association.
• Colorado Department of Labor and Employment, Rule 17, Shoulder Injury Medical Treatment Guidelines, Division of Workers’ Compensation.
Evidence Based Risk Analysis: Odd Ratios
• The odd ratios compare the odds of having the risk factor if the condition is present with the odds of having the risk factor if the condition is absent.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 5
Ergonomic Risk Factor:Awkward Postures
• Awkward postures require muscles to work inefficient positions which can result in fatigue.
• Ask: How “out of neutral” is the posture?
Ergonomic Risk Factor:Awkward Postures
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 6
Evidence Based Definition:Awkward Posture
• Flexion, extension, radial, or ulnar deviation of the wrist >20 degrees for > 1/3 of the time.
• Angle between upper arm and trunk is >90 degrees for >1/3 of the cycle time
• Extreme position where the joint is required to work at its maximum range of motion.
• Proper bucket positioning is critical.
Ergonomic Risk Factor:Force• Performing forceful exertions can place high mechanical forces on muscles, tendons, ligaments, joints and discs of the low back.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 7
Ergonomic Risk Factor:Repetition• Repetition refers to performing tasks or motions over and over again with the same muscle groups with little variation or recovery time.
• Many people think of the risk factor repetition as the primary cause of musculoskeletal injuries.
• However, repetition is only a single risk factor and rarely causes injury by itself.
Evidence Based Definition:Upper Extremity Force
• Pinches greater than 8 lbs.
• Power grip greater than 25 lbs.
• Static force exertion for 60 seconds.
• Use of a tool or part greater than or equal to 2.5 kg with one hand for greater than 1/3 of the cycle time.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 8
Evidence Based Definition:Force for the Low Back
• Lifting 150 foot/pounds, 50 times per week is associated with low back pain. (This corresponds with a 50 lb / 3 foot lift / 10 times per day.)
• Lifting greater than 50‐55 lbs, 15 times per day with 60 degrees of flexion or more, for more than 5% per day.
Evidence Based Definition:Repetition
• A job has a cycle time less than 30 seconds.
• Over 1,000 parts per shift.
• More than 50% of the cycle time involving the same kind of fundamental cycle.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 9
Static PosturesSustained or static postures occur when the same position is held for an extended period of time.
Evidence Based Definition:Repetition
Holding a posture for 4 seconds or greater.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 10
Fatigue and Sustained or
Static Postures
Evidence Based Definition:Combination of Risk Factors
• Damaging wrist motions (DWM) (the wrist deviates from the neutral position with some force to the hands or fingers) 1,000/hour maximum; 2,000 maximum/8 hour shift.
• Pinching an unsupported object weighing 2 or more lbs or pinching with a force of 4 or more lbs/hand with the wrist bent in:
• flexion 30 degrees or more for over 3 hours total/day .
• extension 45 degrees or more for over 3 hours total/day .
• ulnar deviation 30 degrees or more for over 3 hours total/day.
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 11
Personal Risk Factors
Personal Risk Factor: Body Mass Index• Obesity increases an individuals risk of low back pain and other joint disorders.
• Low back = OR of 2.57
• Carpal Tunnel = OR of 3.15
• Shoulder Injuries / Rotator Cuff = OR of 3.51
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 12
The Aging Worker
• Soft tissue becomes less flexible.
• Muscle mass decreases.
• Metabolism slows resulting in increased recovery time from injury.
• Carpal Tunnel = OR 2.58
• Low Back Pain = OR 2.22
• Neck Pain = OR 2.5
Smoking
• Smoking decreases the body’s ability to deliver oxygen to working tissue resulting in fatigue quicker.
• Decreased oxygen capacity of the blood results in increased healing time.
• Carpal tunnel = OR 1.6
• Low back pain = OR 5.5
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 13
Personal Risk Factor:Diabetes
• Affects of diabetes results in decreased blood flow to tissue and therefore increased healing time and nerve damage.
• Carpal Tunnel = OR 5.3
In Summary• Base decisions on evidence based data.
• Rarely does a single risk factor cause an injury.
• Reduce single risk factors where multiple risk factors exist.
• It doesn’t have to be perfect, it just has to be better!
RMEL 2019 Safety Conference
March 27- 28, 2019Mark Heidebrecht, ErgoMethodsOwner 14
To create a profitable workplace where all
employees can reach their retirement in a physical
condition that enables them to enjoy it!
Primary Objective Of The Ergonomic Process
“Ergo Mark”
Mark Heidebrecht, MSE, EP‐C, CPE/CHFP
Board Certified Ergonomist / Human Factors Professional
Board Certified American College of Sports Medicine
913‐488‐3127 [email protected]
Panel: How to Successfully Guide Employees Through
Occupational Injury
Platte River Power Authority’s Workers’ Compensation Program
From Initial Injury to MMI
Brian Moore Occupational Health & Safety Specialist
Platte River Power Authority
RMEL 2019 Safety Conference
March 27- 28, 2019Brian Moore, Platte River Power AuthorityOccupational Health & Safety Specialist 1
Workers’ compensation insurance informationBrian Moore
Insurance
Pinnacol Assurance
Denver, CO
Deductible $10,000 per injury
• Medical Providers• Colorado law requires;
• Four designated medical providers• One at a distinct separate location
RMEL 2019 Safety Conference
March 27- 28, 2019Brian Moore, Platte River Power AuthorityOccupational Health & Safety Specialist 2
Workers’ Compensation Information Card
If an employee is injured at work
• Complete the PRPA First Report of Injury located on SharePoint > Health and Safety
• Contact Safety. Safety will report injury to Pinnacol and receive an employee claim number.
• Work with Safety to determine care: emergency room, WC healthcare provider, First Aid, ART or no medical treatment necessary.
• If medical attention is needed, complete a workers’ compensation healthcare provider form. Safety will schedule the initial appointment.
RMEL 2019 Safety Conference
March 27- 28, 2019Brian Moore, Platte River Power AuthorityOccupational Health & Safety Specialist 3
First Report of Injury Form
If an employee is injured at work
• Transport employee to appropriate medical provider for initial visit.
• Provide healthcare provider, policy number and claim number.
• Do not give employee’s personal healthcare insurance information.
• Receive a copy of physician’s work status report at patient checkout.
RMEL 2019 Safety Conference
March 27- 28, 2019Brian Moore, Platte River Power AuthorityOccupational Health & Safety Specialist 4
Modified Duty
If the employee is able to return to work
• Employee is provided with a “Physicians Work Status Report.”
• Report list restrictions to include lifting, body positions, etc.
• Report is given to supervisor
• Supervisor will assign employee work tasks that meet the restrictions
Modified Duty
Employee is unable to return to his work group
• Safety will work with other work groups to accommodate the injured employee.
• Work with-in the job descriptions and employee restrictions.
RMEL 2019 Safety Conference
March 27- 28, 2019Brian Moore, Platte River Power AuthorityOccupational Health & Safety Specialist 5
Unable to return to work
If out for extended period;
• Employee will go on FMLA
• Use sick or vacation time combined to make them whole.
• Supervisor and safety will keep in contact with employee,
• Safety will receive update from insurance and physician with an anticipated time frame of return to some form of work.
• Physicians are given various job descriptions
• When employee is cleared to return to modified duty, he is sent a modified duty letter, describing the job tasks.
Questions
Worker’s Compensation – The Role of the Claim Adjuster and What
You Should Expect
Michelle Roush Manager, Claims
KCP&L and Westar, Evergy Companies
RMEL 2019 Safety Conference
March 27- 28, 2019
Michelle Roush, KCP&L and Westar Energy, Evergy CompaniesManager, Claims
1
The Role of the Claims Adjuster –What to Expect
2
Claims Handling Best Practices
RMEL Safety Conference
• 3 – Point Contact• Within 24 hours of the claim being reported to the claims office the
adjuster makes voice contact with the employee, employer and medical provider
• If compensability is in question or there is subrogation potential, a recorded statement from the employee needs to be obtained
• In cases of severe injury the adjuster should make contact in person or assign medical case management
• Reserving• Initial file reserves are usually set within 72 hours of the claim being
reported. Once the initial medical records are received the adjuster should review the reserves for accuracy
• Claim reserves should be checked for accuracy every 6 months
RMEL 2019 Safety Conference
March 27- 28, 2019
Michelle Roush, KCP&L and Westar Energy, Evergy CompaniesManager, Claims
2
3
Best Practices continued
RMEL Safety Conference
• Investigation• The adjuster addresses all issues affecting compensability,
subrogation, extent of injuries and benefits within 14 days of the receipt of the claims
• ISO Filings• Index filings should be completed within 14 days of the receipt of claim
• Reflects prior claims
• State and Excess Insurer Reporting• Properly completes and files on time, all state required forms• Follow insurer reporting guidelines
• Documentation • Action plan – outline of the steps the adjuster plans to take to bring the
claim to closure• Progress note – every activity completed by the adjuster is noted in
the files notes. Notes are clear, concise and comprehensive
4
Implementing Best Practices
RMEL Safety Conference
• Choose words carefully, include a disclaimer. Point out that these are aspirational goals, not warranties or guarantees
• Audit for adherence, make sure the adjusters are following the guidelines
• Reassess best practices periodically
• Make it realistic, authored by the people who do the work
Injury Management
Rosanne Ramsburg Medical Case Manager
KCP&L and Westar, Evergy Companies
RMEL 2019 Safety Conference
March 27- 28, 2019Rosanne Ramsburg, EvergyMedical Case Manager 1
Public
Injury ManagementEarly Intervention Process
Public
Philosophy
We believe in treating every reported incident with a high level of care and urgency, thereby reducing the number of untreated occurrences which may become chronic issues.
2
RMEL 2019 Safety Conference
March 27- 28, 2019Rosanne Ramsburg, EvergyMedical Case Manager 2
Public
Goals
• Early contact with employee to assess severity of injury.
• Establish an ongoing line of communication.
• Determine best approach to managing injury.
• Decrease number of lost work days.
• Prevent acute injuries from becoming chronic conditions.
3
Public
4
Multi-layers of Support
Employee
Supervisor/Management
Safety
Medical
Claims administration
RMEL 2019 Safety Conference
March 27- 28, 2019Rosanne Ramsburg, EvergyMedical Case Manager 3
Public
Approach
All work related injuries and illnesses, no matter how minor, must be reported on the company safety website.
• Entering a report generates an email blast that includes safety and medical. (24/7)
• The medical department responds to all injuries reported.
• Initial phone call to employee and supervisor by medical department staff.
• Injury will be triaged. Pictures sent if possible to aid in assessment.
• If injury is relatively minor and medical care is not requested, employee will be given a first aid regimen to follow.
• If care is needed, employee will be directed.
• Employee will be asked to follow up with the medical department within a few days for an update on status.
5
Public
Conservative Options
• Ergonomic Assessment of work site
• Pre-work stretching program
• First Aid measuresOTC anti-inflammatories/analgesics Ice/heatRest Topical analgesics Non rigid support devices
• Movement based massage (ART)
6
Managing a Safety Culture and Safety Conscious Work
Environment
Rachel Jackson Manager, Concerns and Compliance
STP Nuclear Operating Company
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 1
Managing Safety Culture and Safety Conscious Work Environment
Who is STP?
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 2
Organizational Cultureand
Safety Culture
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 3
What is Organizational Culture?
A set of commonly shared beliefs, expectations and values that
influence and guide the thinking and behavior of its members.
In a strong Safety Culture, everyone feels responsible for safety and pursues
it on a daily basis; employees go beyond the norm to identify unsafe
conditions and behaviors, and intervene to correct them.
What is Safety Culture?
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 4
• STP employees have worked greater than 14 million hours without a lost‐time event
• STP contractors have worked approximately 5 million hours without a lost‐time event
• The last STP employee lost time event was in July 2010, while the last contractor lost time event was in July, 2013
What makes Nuclear Special and Unique?
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 5
• Nuclear power is clean – emission free• Nuclear plants are cost efficient• Fuel costs are not subject to the same volatility
of oil/gas• Supports the local economy
Challenges:• Radioactive byproducts of production must be
managed• Incredible amount of energy stored in the
reactor core• Core cannot be turned off – decay heat must be
removed
Nuclear Safety CultureNRC Safety Culture Statement:
The core values and behaviors resulting from a collective commitment by leaders and individualsto emphasize Safety over competing goals to ensure
protection of people and the environment.
“Management MUST provide the leadership that nurtures and perpetuates the Safety culture”
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 6
Traits of a Healthy Nuclear Safety Culture:
•Personal Accountability
•Questioning Attitude
• Effective Safety Communication
INPO
Traits of a Healthy Nuclear Safety Culture:
• Leadership Safety Values and Actions
• Decision Making
• Respectful Work Environment
• Continuous Learning
• Problem Identification and Resolution
• Environment for Raising Concerns (SCWE)
• Work Processes
INPO
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 7
What is a Safety Conscious Work Environment?
Open and Welcoming Environment
No threats of retaliation, intimidation, harassment or discrimination
Listen to Worker's Concern
Independently, thoroughly and
promptly investigate concern
Provide Feedback
A good SCWE builds
Credibility and Trust
so all concerns are
raised
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 8
SCWE Case Studies
Davis Bessie
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 9
Millstone
January 28, 1986
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 10
South Texas Project
Organizational Culture
Safety Culture
Safety Conscious Work Environment
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 11
Giving People the Power
Leaders
Quality/Licensing
Employee Concerns Program
Ethics and Compliance Helpline
Condition Reporting Process (anonymous also)
NRC/external regulatory bodies
Avenues for Raising Concerns
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 12
Employee Concerns ProgramA team of personnel available to which personnel can raise Nuclear Safety, Quality or Personal Safety concerns
Can be raised anonymously via ECP boxes across site, in person, via phone or email
Committed to a technically proficient, independent, and thorough investigation, escalating appropriately
Provide prompt feedback to Concerned Individuals
At STP, we have the Concerns and Compliance Program consisting of ECP and the Ethics and Compliance Helpline
Measuring a Healthy SCWE
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 13
• Pulse Surveys
• Employee Engagement Surveys
• SCWE Surveys
• Nuclear Safety Culture Assessment
• Contractor Review Boards
• Volume and data trending
Key Takeaways for your Company
What is the worst problem or concern any company could face?
The one they don’t know about!
RMEL 2019 Safety Conference
March 27- 28, 2019
Rachel Jackson, STP Nuclear Operating CompanyManager, Concerns & Compliance 14
Questions?
Building and Delivering Training: On the Job Training Process
Mark Palacio Operations Training Manager
Xcel Energy
Dean Jensen Supervisor, Gas Technical Training
Xcel Energy
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
1
ON THE JOB TRAINING PROCESS
Five Steps in Instructional DevelopmentThe Characteristics of the Adult LearnerThe Stages of LearningThe Three Types of QuestionsDefining OJT (On the Job Training)Trainer/Employee Activities During OJTThe Steps for Conducting OJTTrainer/Employee Activities During
EvaluationsSteps for Conducting OJT Evaluations
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
2
The Five Steps• Analysis• Design• Develop• Implementation• Evaluation
Provides• Consistent Training• Consistent Evaluation• Evaluation of the Instructor & Program• Feedback for Program Revisions
Analysis Design Develop Implement Evaluate
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
3
Analysis• Is Training the Answer?• What Do Employees Perform (Tasks)• What Skill, Knowledge, and Ability?• What Steps are Required for Correct
Performance?
Analysis
Tasks
Steps
Design Develop Implement Evaluate
Design• Preparation of Objectives• Determine How to Train Task• How to Train to the Qualification Required• Decisions on Training Setting• Design the Training Plan
Analysis
Tasks
Steps
Design
Objectives
Qualification
Setting
Plan
Develop Implement Evaluate
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
4
Develop• Organize and List Training Materials• Employee & Instructor Activities Described• Reviewed by Subject Matter Experts• Reviewed by Management
Analysis
Tasks
Steps
Design
Objectives
Qualification
Setting
Plan
Develop
Organize
Describe
Review
Implement Evaluate
Implement• Training Plan Operational• Scheduling Sessions• Materials Presented and Learned• Student and Instructor Evaluated
Analysis
Tasks
Steps
Design
Objectives
Qualification
Setting
Plan
Develop
Organize
Describe
Review
Implement
Operational
Schedule
Present
Evaluate
Evaluate
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
5
Evaluate• Holistic Approach to Determine Effectiveness• Pre and Post Training Evaluation• Did Work Processes Improve?• Is the Training Effective?
Analysis
Tasks
Steps
Design
Objectives
Qualification
Setting
Plan
Develop
Organize
Describe
Review
Implement
Operational
Schedule
Present
Evaluate
Evaluate
Holistic
Improvement
Effective
How Does This Help?• Training Focused on Job Tasks• Specifically Related to Work• Curriculum Repeatability • Learner-Centered vs. Instructor-Centered• Identifies Materials and Resources Required• Validates Training Effectiveness
Analysis
Tasks
Steps
Design
Objectives
Qualification
Setting
Plan
Develop
Organize
Describe
Review
Implement
Operational
Schedule
Present
Evaluate
Evaluate
Holistic
Improvement
Effective
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
6
They Have Experience• Job-Related• Education• Real-World
They Are Task-Oriented• Goal-Directed• Organized• Application-Based
They Avoid Risk• Lack of Confidence• No Recent Education• Need for Self-Esteem• Anxious in New Situations
They Are Resistant to Change• What They Know/Do• How They Learn• How They View Things
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
7
They Want Involvement• Building Success/Advancement• Recognition• Participation• Job/Personal Improvement
Four Specific Considerations• Preparation• Learning Stages• Motivation• Questioning
Preparation Learning Stages
Motivation Questioning
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
8
Preparation
What to Train
Experience?
Language of Job
Learning Stages
Motivation Questioning
Preparation• What Am I Going to Teach?• Who Am I Training?• What Technical Terms Do We Need to Know?
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation Questioning
Learning Stages• Understanding the Big Picture• Learning the Task Bit-by-Bit• Practicing the Task Bit-by-Bit
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
9
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation
Reason to Learn
Praise
Questioning
Motivation• Getting Started• How to Continue• How to Get Them to Come Back
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation
Reason to Learn
Praise
Questioning
Closed
Open
Probing
Questioning• Improves Student Interest• Stimulates Student Thinking• Student Contributions• Emphasis and Reinforcement• Checks the Effectiveness of Instruction
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
10
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation
Reason to Learn
Praise
Questioning
Closed
Open
Probing
Closed• Ask for Specific Information• Limited Response Parameters
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation
Reason to Learn
Praise
Questioning
Closed
Open
Probing
Open• Variety of Responses• Who, What, Why, Where, When, Which, How
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
11
Preparation
What to Train
Experience?
Language of Job
Learning Stages
3 Stages
Motivation
Reason to Learn
Praise
Questioning
Closed
Open
Probing
Probing• Explaining the Answer• Giving an Example
Training Phase
Evaluation Phase
Two Phases• Training Phase• Evaluation Phase
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
12
Training Phase
Evaluation Phase
Training Phase• Schedule OJT • Ensure Equipment Available• Review the Course• Present the Material• Perform the Task• Guided Practice• Ensure Proficiency
Evaluation Phase• Prepare for Evaluation• Conduct Pre-Evaluation Briefing• Conduct Performance Evaluation• Conduct Post-Evaluation Briefing
Training Phase
Evaluation Phase
RMEL 2019 Safety Conference
March 27- 28, 2019
Dean Jensen, Xcel Energy Supervisor, Gas Technical Training & Mark Palacio, Xcel EnergyOperations Training Manager
13
The OJT Trainer Responsibilities• Combines: Adult Learning Characteristics Job Instructional Process
The OJT Evaluator• Combines: Adult Learning Characteristics Job Evaluation Process
Thank You!