using leading indicators to · 2016. 7. 26. · using leading indicators to anticipate safety...
TRANSCRIPT
![Page 1: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/1.jpg)
![Page 2: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/2.jpg)
Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems
Joy Inouye
Research Associate,
Campbell Institute - National Safety Council
![Page 3: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/3.jpg)
Save lives by preventing injuries and deaths at
work, in homes and communities, and on
the roads, through leadership, research,
education and advocacy.
![Page 4: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/4.jpg)
The Campbell Institute, at the
National Safety Council, is the
EHS center of excellence.
![Page 5: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/5.jpg)
Workplace By the Numbers - Historic
Radioactive
half-life?
Chicago Cubs’
World Series
prospects?
Absorption
Rate?
Lagging EHS
performance!
![Page 6: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/6.jpg)
Participants
As of 2/15/2016
![Page 7: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/7.jpg)
Leading Indicators Framework
1. Define- Characteristics
- Taxonomy
2. Align
- Enablers & Barriers
- Current state
3. Refine
- Categories
- Metrics
4. Design
- Implementation &
improvement plans
![Page 8: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/8.jpg)
Mixed-Method Approach
Expert Panel Survey Workgroups Interviews
![Page 9: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/9.jpg)
Leading indicator =
proactive + preventive + predictive
A Definition
![Page 10: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/10.jpg)
The Critical Characteristics
Robust Leading Indicators:
• Actionable
• Achievable
• Explainable
• Meaningful
• Timely
• Transparent
• Useful
• Valid
![Page 11: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/11.jpg)
Enablers to Implementation
Executive buy-in
(not technical
knowledge)
Corporate-level
roll-up and
tracking
Predictive value
communicated
& understood
Targeted collection
toward
specific outcomes
![Page 12: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/12.jpg)
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
![Page 13: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/13.jpg)
“What We Need is a Map!”
![Page 14: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/14.jpg)
![Page 15: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/15.jpg)
![Page 16: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/16.jpg)
![Page 17: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/17.jpg)
Taxonomy
Behavior based Operations based Systems based
• Activities
• Thoughts
• Perceptions
• Work processes
• Equipment• Functions of
system
![Page 18: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/18.jpg)
Leading Indicator Matrix
![Page 19: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/19.jpg)
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?
![Page 20: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/20.jpg)
Leading Indicator Program Design
Gaining support; roles & responsibilities
Obtain leadership
buy-in
Find the right pitch;
hone the language
Involve multiple
departments &
functions
![Page 21: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/21.jpg)
Leading Indicator Program Design
Connection to safety management system
Integrate leading
indicators into
overall SMS
Balance leading
indicators with
lagging metrics to
measure success
![Page 22: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/22.jpg)
Leading Indicator Program Implementation
![Page 23: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/23.jpg)
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
![Page 24: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/24.jpg)
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
![Page 25: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/25.jpg)
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
![Page 26: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/26.jpg)
Key Takeaways
![Page 27: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/27.jpg)
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
![Page 28: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/28.jpg)
Find the Institute’s Research
www.thecampbellinstitute.org/research
![Page 29: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/29.jpg)
“Campbell Institute” @RWCInstitute
![Page 30: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/30.jpg)
Finding 6: Leading Indicator Matrix
![Page 31: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/31.jpg)
Finding 6: Leading Indicator Matrix
![Page 32: Using Leading Indicators to · 2016. 7. 26. · Using Leading Indicators to Anticipate Safety Issues and Strengthen Safety Systems Joy Inouye Research Associate, Campbell Institute](https://reader033.vdocuments.site/reader033/viewer/2022060516/5ff2e131a299255e2368a893/html5/thumbnails/32.jpg)
Finding 6: Leading Indicator Matrix