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Round I: Developing Leading Indicators

1. Analytics:  A New Approach to Performance Measurement
Safety analytics is an emerging science that can drive improvements not only in workforce safety and health programs, but also in overall business performance. Today’s software solutions and systems have simplified the gathering, analysis and reporting of increasing amounts and types of data, enabling you to create leading indicators of your organization’s risks.  In this session, you will learn how to access the information needed for these analytics, how to develop these metrics and the benefits experienced by companies that use them.
Todd Hohn, CSP
Vice President of Strategic Resources
PureSafety, Franklin, TN
Dave Duden
Deloitte, Hartford, CT

2. Using Safety Audits as a Leading Indicator
While safety audits are a required task, there is a side benefit to this effort - the results provide a body of knowledge for the development of leading indicators. Learn how the Boston Globe implemented a system using safety audit data and how this system is operating today to reduce their organization’s total recordable and lost-time injuries by 80%, resulting in multi-million dollar savings.
Anthony R. Schiavi MBA, CSP, PE, ARM
Director, Safety and Environmental Affairs
Boston Globe, Boston, MA
Professional Safety Journal Asks Anthony Schiavi

3. Developing Leading Indicators at Suncor Energy
Safety is the only profession that measures success based on how little we have failed. Typical lagging metrics such as total injury frequency, recordable injuries and injury severity too often drive safety goals and cause us to change operational focus from injury prevention to injury classification management. Leading indicators can take us to a more proactive position in safety management. Learn about the successful transformation to safety management by leading indicators within In Situ Drilling, Completions and Logistics at Suncor Energy. 
Martin Mudryk CRSP, RPF
HSE Supervisor
Suncor Energy; In Situ Drilling, Completions & Logistics, Calgary, AL Canada

4. Leading Indicators:   The Golden Eggs 
Many companies search for true leading indicators, essential for moving safety cultures from good to great. Much leading indicator data is gathered from inspections/observations, however, organizations often struggle to produce quality leading indicators from this effort.  You will  find the ‘golden eggs’ through a case study and statistical research on over 100 million observations.  This will help provide a gauge of your safety culture and ultimately may help predict your next incident.
Chuck Pettinger Ph.D.
Implementation & Change Manager
Predictive Solutions (formerly DBO2), Blacksburg, VA
Professional Safety Journal Asks Chuck Pettinger

Round II:  What/How to Measure

5. Are You Tracking the Right Indicators?
While leading indicators can produce metrics that enable a more proactive vision for safety management, not all leading indicators will produce this result. You need to select and measure the actions that produce the best evidence of a safer workplace.  In this session, you will learn criteria that will help you determine what to measure to provide the most accurate picture of the results of your safety efforts.  As a takeaway, you will recieve ideas for effective measures and measurement tools that will support proactive safety management.
Aubrey Daniels and Judy Agnew
Founder (Daniels)
Sr. Vice President of Safety Solutions (Agnew)
Aubrey Daniels International, Atlanta, GA

6. A Special Metric to Manage Serious Injuries and Fatalities
Many organizations improve their occupational injury rates while, at the same time, experience level or even increasing numbers of fatalities and serious injuries (SIF). Traditional thinking suggests this should not happen. To more effectively manage SIF, you need to be able to measure your organization’s exposure to these types of incidents. Join this session to learn how to create a new metric – the Potential SIF- that  will enable you to classify your SIF risks and tailor your safety efforts to focus on these exposures.  You will take away a classification tool to assist you in developing this metric.
R. Scott Stricoff CSP
BST, Ojai, CA

7. Don’t Leave Management Guessing About Safety Training Results
Training is often relied upon by organizations to achieve regulatory compliance and improve the overall safety at the workplace. Top executives shape the nature, scope, and extent of safety management and related training in an organization and, very importantly, provide the funding. Therefore, it is critical that the return on their investment be presented to them in a manner that meets their expectations.  In this session, you will learn how top management views typical safety training metrics and steps you can take to improve these metrics to assure continued support of your efforts.
Jeffery Camplin MS, CSP, CPEA
Camplin Environmental Services, Inc., Rosemont, IL

8. The Chemtura Dashboard
The Chemtura Corporation has created a data accumulation system where all global sites enter their monthly SH&E information into an Excel spreadsheet on a corporate SharePoint portal.  The information is then automatically reconfigured into a single spreadsheet which is uploaded into Crystal Reports to create a monthly dashboard.  Using this tool, Chemtura SH&E staff are experiencing improved performance.  Attendees at this session will learn the process for developing a similar dashboard and have a very powerful tool to analyze SH&E data.
Robert Franko
Corporate Director, Health, Safety and Security
Chemtura, Middlebury, CT

Friday, November 18

Work Group Activity
Taking the Lead in Developing Industry-Specific Leading Indicators

At this symposium, you will be accumulating proven techniques to identify meaningful data that will help you to better manage safety and prove the value of safety to your organization. Adding another dimension to your efforts, at this roundtable session, Dr. Harold Resnick will facilitate you and your industry peers in developing measurement tools that can be applied specifically to your organization’s industry.

Rounds III and IV:  Using Metrics to Improve Safety Performance

9. Using Safety Leading Indicators to Predict Safety Lagging Indicator Performance  
Just as medical symptoms predict illness and meteorological conditions predict weather, safety leading indicators such as near misses, unsafe acts or unstable environmental conditions can be used to predict safety lagging indicator performance. This is not a typical scenario for the use of leading indicators, but can provide another dimension of insight for proactivity before an incident or accident occurs.
V J Marchesani Ph.D.
Senior Associate
Topf Initiatives, Bonita Springs, FL

10. The Balanced Scorecard:  A Powerful Tool for Risk Management
The Balanced Scorecard concept, from Kaplan and Norton, Harvard 1992, is used widely by many organizations as a more integrated system of performance measures. Valuable insight can be gained when applying this concept to potential leading SH&E metrics.  In this session, you will learn how this process was implemented by a Fortune 500 company, integrating elements of OHSAS 18000 and ANSI Z-10 to define, design and measure risk management.  You will take away a copy of the scorecard used by this organization.
Paul Esposito CIH, CSP
Vice President
ESIS HSE Consulting, Annapolis, MD

11. Making Metrics Work
To emerge from the recession, many companies were forced to scale back on sacred cows, including health and safety.  In these difficult times, safety employed LEAN Manufacuring, Kaizen, DMAIC processes, Kepner-Tregoe problem solving and other tools to increase efficiency and eliminate waste.  All of these programs have presented the safety professional with a lot of good and bad metrics to digest. In this session, you will learn how to best use the predictive information from these programs, with LEAN Manufacturing as the example, to maximize safety efforts.
Paul English ASP
EHS Manager
E-ONE, Inc., Ocala, FL

12. The Business Case for Safety
Is safety more important than schedule and budget? If you answered yes, you have already established an obstacle to implementation of a more successful safety program. A key to improving safety can be how you evaluate the results of your management systems for integration of safety to your organization’s business goals. Learn how companies that have taken these steps are extraordinarily successful.
Garrett Burke CSP
EH&S Associate Director, Instructor Harvard School of Public Health
Harvard University, Cambridge, MA

13. Getting the Right Things Done
When you have the right leading indicators, you are halfway there.  You have a powerful tool, but the next step is to use it to produce meaningful results.  In this session, you will receive the 4 Quadrants, a tool to help you drill deeper beyond the obvious for unfolding systemic problems and solutions, and apply them to your metrics toward the optimization of quality for your safety and health program.
Covena K Hilford CSP, CRSP
EHS North America Division
ABB Inc., Raleigh, NC

14. Using Readily-Customizable Software for Managing  Performance Data
Several enterprise-wide systems are available to manage safety data.  While these systems may be designed for specific tasks including the accumulation and analysis of safety metrics, they may present a challenge as they are not easily customized to fit your organization’s needs and changes may require upcharges.  For some organizations, better results are achieved through the use of readily-customizable software for maintenance of a safety management system such as those that are Microsoft-based (i.e., SharePoint, InfoPath and Excel). In this session, you will learn how to make this happen.
Steve Skipper and Glen Bianchi
Senior Project Managers
EnSafe Inc., Knoxville, TN

15. Putting Performance Measurement Tools to Work at Maple Leaf Foods
By incorporating leading indicators and other performance measurement tools, Maple Leaf Foods, USA, a manufacturing organization, achieved sustained improvement in safety performance.  Learn how the front-line supervisors and management use upstream metrics to evaluate their efforts to reduce workplace accidents and strenghten their overall commitment to the organization’s safety programs. You will take away a flash drive containing the tools and templates used for performance measurement  in this organization including supervisor safety scorecards, a safety business plan, balanced scorecard models and references to guides on leading indicators.
Robert (Bob) Frank CSP, CPEA
Director Safety & Risk Management
Maple Leaf Foods, Des Plaines, IL