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The Debrief Culture: Human Factors Leadership for Accountability and Learning with Brandon Williams

The Debrief Culture: Human Factors Leadership for Accountability and Learning with Brandon Williams

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ABOUT THE EPISODE

We welcome back Brandon Williams, former fighter pilot and seasoned expert in human factors and safety leadership, for another profound episode of The Safety Guru that you won’t want to miss! In this intriguing conversation, we explore The Debrief Culture, a powerful approach rooted in the debriefing method and mindset of elite fighter pilots that transforms organizational performance and builds a culture of continuous improvement. Drawing on his experience in high-stakes aviation environments, Brandon shares insights on creating a structured debrief culture that can be applied across industries to drive consistent accountability, clear communication, continuous learning, and sustainable growth. Tune in for a contemplative discussion on human factors leadership for accountability and learning, as Brandon unpacks actionable, practical strategies to help leaders build an effective debrief culture that fosters a high-growth mindset, combats complacency, and drives learning from both wins and missteps. Join us!

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Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe yet productive operations. For those companies, safety is an investment, not a cost. For the C-Suite, it’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy success story begins now.

Hi and welcome to the Safety Guru. Today I’m very excited to have with me Brandon Williams, who’s back for a second episode. He’s a former U.S. air Force fighter pilot with over two decades of experience leading teams in complex high-risk environments. He’s now a captain with a major airline and is a safety and human factors expert. Brandon, really happy to have you back with me. Our first episode, I think got a lot of interest, so would love to continue the conversation today.

Awesome. Well, Eric, again, thanks for having me back on the podcast. Like you said a few years ago now, but it was, it was a great talk. I remember we had a lot of good discussion there. And as always, I love talking about, you know, anything safety, human factors related because as I’m sure we’ll get into it and as you know, critically important and high reliability in these churches. But really anything you do; human factors is always at play. And so, for leaders, understanding that is so important. So again, thank you for having me on.

Absolutely. So, so maybe let’s start there. I want to make sure we spend a lot of time today on Debrief Culture. But before, let’s do a bit of a recap in terms of what is human factors. I know we talked about it in our first episode, but let’s start there. 

Yeah. Well, anyone in the safety world, most people probably know about human factors, right? Typically, it’s associated with an engineering concept. You know, the idea of engineering technology for the human to interact with it. So, you know, these laptops were on the chairs we’re sitting in the desk, we’re sitting in the cars we drive, the airplanes I fly, you know, everything had all those pieces of technology, had some human factors designed into it, how the humans going to interact with that. And so, it takes into account all of our human factors and human errors that we’re prone to. You know, for example, from the flying world, you know, a red light goes off or master warning caution. Why is that bright and yellow right in front of my face? Because that’s going to get my attention right away. Right. Same thing in your car. Right. I mean, why don’t we have, you know, the, the, the modern cars now with the sensors on the front and the back, which will alert you to you’re about to hit something, and a lot of them now will even start braking for you if it says you’re going to hit this type thing.

So that’s how far we’ve come in human factors, you know, engineering, design and technology. Well, what I’ve taken from that, you know, a few years ago when I came up with this idea of human factors leadership was, hey, look, we talk about human factors all the time in, you know, how we design things, how we design procedures. But I said we don’t really always consider it. When we think about our teams. Sure. I don’t think. Or how we had signed our teams, or how leaders have to understand human factors of their people. And when we talk safety, obviously that’s a huge idea. I mean, human factors really have become, you know, what aviation safety is all about. You know, understanding that when someone shows up to work, a professional, no one shows up saying, hey, I’m going to make a mistake today. I’m going to make a bad decision that’s going to result in a bad outcome. I mean, nobody shows up. I don’t show up to my job, you know, as a major airline pilot, saying, hey, I’m going to miss a switch or I’m going to do this. No, but it’s because of those human factors, right, that drives us there, that, you know, our limitations as humans.

But hey, that’s okay because that’s what makes us human. At the end of the day, you know, my talks always like to say, you know, raise your hand if you’ve never made a mistake.

And I do the same. One person is their hand once.

There’ll be a few people that don’t. And I like to, and I always like to kind of point say, congratulations, this is amazing. You’ve never made a mistake. That’s phenomenal. But, but it’s so true. But that’s what makes us human. Right? And I think there’s. This is another conversation, but I think, you know, that human factor, I think that’s actually going to become more important in this world we’re in now as AI starts to become way more involved in what we do. That human touch, if you will, I think it’s going to be even more valuable in so many other industries. But that’s another conversation. But the human factors, like you said and like we’re talking about, is really why we as humans make decisions in certain environments. Right. And so, from a safety standpoint, just a pure technical safety standpoint, that’s critical in understanding how we design our procedures, our process, as, you know, our safety gaps, you know, in the system. For example, me as a, again, major airline pilot, I think there are four areas where I check my flap settings required to before we even take off. Why? Because that’s such a critical feature.

And in the, you know, many, many years we’ve had airplanes with flaps, we’ve had pilots take off within proper flap settings, unfortunately, some that have resulted in accidents. And so that’s a critical feature which we have many checks and balances, I call it, in the system that requires us to. To check that in in many different areas. So just an example how you design a process. Right. But as leaders, it’s also critical to understand, you know, these things like fatigue, mental and physical complacency, you know, normalization of deviance, which I know people in safety understand what that is. But, you know, we. This idea that we cut corners a little bit. A little bit. A little bit, A little bit. And then what happens, you know, this cutting the corner becomes the norm, and now there’s a set procedure that’s been knocked out, not because we, you know, we’re not. We want to willfully disregard rules, but because we thought we were doing something good to make something better. But in actuality, we’re deviating from a standard procedure, right. In our brain, it says, hey, I’m doing something more efficient. But the problem is we’re missing gaps or checks and balances supposed to help us, you know, do something.

So human factors really go back to, again, Eric, understanding why we as humans make decisions in certain environments, but also as leaders designing our teams and processes to help our people, you know, mitigate those human errors and those human factors. So, we do ultimately drive better performance. Because at the end of the day, you know, better performance, whether its safety is what, you know, no mishaps, you know, no injuries, no damaged equipment, machinery. But also, for any team, performance is critical. Right. So, at the end of the day, it’s all about driving better performance.

And to get to that better performance, one of the pieces you’ve written lots of articles, lots of blogs on, is the debrief concept. That’s really, really key in. In aviation fighter pilots. And I want to get to a debrief culture. But before we go there, maybe if you could share a little bit about what a debrief is.

Right, absolutely. And. And I’m glad you brought that up because you’re right, there’s a few different parts of what I talk about when you talk about this, human factors, leadership. But the debrief, I think is probably, in my opinion, the most powerful piece of this. And it’s kind of what I finish on when I do my keynotes, because it’s a really great idea to finish on. And debrief is all about the debrief. At the end of the day, all it’s, its whole entire purpose is to, like I said earlier, is to drive better performance for the team, period. Dot. I mean, that’s, that’s what it’s all about now, how you get there and what’s involved in that debrief. There is a structure that we have and there’s a way you do that, but at the end of the day, you know, that’s what it’s all about. And so, you know, when we talk about safety, when we talk about, you know, whatever industry you’re in, what are we trying to do? You know, if you’re trying to make better safety metrics, you’re trying to design better, safer processes, you’ve got to find a way that really pulls out those gaps in the system.

Right. You’ve got to find a way that is going to bring this to light.

Sure.

Now, any good safety system, any good reliable safety program has what a very open, you know, reporting system or should some way that, that, you know, your frontline leaders, frontline people can report, hey, here’s an issue I see. Here’s a gap in the system I see. Right. You’ve got to have that. So that’s one piece of it which can be incorporated into debriefs. But the other piece of that is debriefing after tasks, projects, you know, whatever, whatever you’re doing. So immediately after that we can talk about some, some things maybe that didn’t go right or some things that did go right. That’s a key piece of debrief. We debrief after everything, even, especially after things go right, because we discover near misses. We want to get best practices out of that. Right. But the whole point of that debrief is to set an environment where we can get open and honest. That’s the key piece there. Open and honest, a tone of accountability, I call it open and honest inputs from that so that we can ultimately drive better performance, get lessons learned out of that and drive that back. Now, I know a lot of people are saying, well, we do this, we have after actions or we have Debriefs or we, you know, we have, you know, team huddles or we do this after, you know, this or that and that.

And I think it’s great that people are, are leaning towards that way. You know, I see that a lot in healthcare. I work with a lot of hospitals, and I’ll ask them, hey, do you debrief after this? Like, well, you know, after code blues or maybe after major procedure surgery or after this, we’ll talk and I’ll ask them, okay, well, how do you do that? You know, and, and a lot of times, well, we get the team together and I’m like, who runs the debrief? Like, typically it’s the, you know, the attending physician or the surgeon or, you know, you know, whatever, or the lead nurse or, you know, whatever, whoever was in that, that task. And I’m like, okay, would you get honest feedback? You know, does it go well? Typically, you know, whoever’s leading it would just say, hey, here’s what happened, and anybody got anything? And you know, maybe sometimes someone will say something and, okay, great, you know, let’s, let’s go about our day and, you know, maybe they’ll learn something out of that and then we’ll move on. So, which the good. The part of that, I mean, it’s great they do that and there is learning that happens in those.

And that’s important. But I think the key piece and what makes the debrief, the fighter pilot debriefs, which is where I got this idea from, so different than anything else you’ve ever heard that’s similar to this is how you set that tone of accountability. Okay. How you set that tone where we bring down those barriers to communication and everyone, all the way down to the most junior member on that team feels like they can speak up. And it’s this mindset that we’re not trying to. It’s not a. Don’t think of it as an individual evaluation. Right? What I always say, we’re trying to get away from that blame and train feel that we, I think we’ve, we’re so accustomed to, in, in the professional world, to a learning and growing mindset, right? It’s not about evaluation. It’s not about individual performance. This is purely about what happened, why it happened, and how we’re going to make things better for the team next time. Not just our team, but anyone in our organization. Maybe there’s things we need to change. Maybe there’s things we need to take back to leadership, some processes and some learning that’s going to happen out of that.

But that’s the key, you know, the key difference, I think, in anything else that, you know, you’ve seen when you, when you talk about what happened and why it happened. But it’s. You’ve got to have that, like I said, open, honest tone of accountability type, type environment.

And so how. How do you go about introducing this in your culture? Right, because this is through and through aviation.

Right.

Probably at least Since World War I, from what I’ve, I’ve heard in, in terms of the history, it’s ingrained. But how do you start building that into a culture? You talked about healthcare as an example.

Right, right. And that’s a great question, too, because that’s one of the biggest, you know, questions I get from teams that I work with. And they say, well, you know, this is great, Brandon, but I mean, how do you, how do you get people to be open and honest, you know, talk about their missteps or missteps of their peers or even leaders sometimes in these. And I said, that’s a great, great question. And like you said, your kind of just alluded to one. And actually, just so you know, the fighter pilot debris kind of goes back to the Vietnam era, is where we trace this back to when, when we realized fighter pilots were realizing that, hey, if you make it through 10 missions, these young fighter pilots coming over, they made it through 10 missions, their chance of survival exponentially went up. Why? Because after 10 missions, you. That’s experience you’re gaining, right? And so, they said, how can we accelerate that learning? How could we get every ounce of learning out of combat and training missions? So, we kind of simulate this first 10 missions. And so first it was, hey, we’re going to make our training as realistic as we can, which we learned from that.

And then things like Red Flag out Nilis, that all came about. But the other key piece was the debrief. You know, how do we accelerate learning? And we’re going to debrief; we’re going to reconstruct what happened and we’re going to find the root causes. And that’s why we as fighter pilots hold it so near and dear, because we said the real learning always happens in the debrief. I mean, yes, you got to have experience, but when we learn what happened and why it happened, that happens in the debrief. So that’s the first piece is you’ve got to do it. It’s got to be part of. That’s why I call it a debrief. Culture, it’s got to be part of how you do things. Because as we know as humans, the more we do something, what happens? The better we get at it, the better we. More we get used to it, right? I mean, you know, again, going back to the Air Force as a fighter pilot from day one of pilot training, you know, brand new, never many times, a lot of us, hardly any aviation experience whatsoever. We go out, we fly that first man.

What do we do when we first come back? We debrief. And then from there on out, every single sortie you do as an Air Force pilot, you will debrief. So literally thousands of debriefs I’ve done just as a, you know, fighter pilot in my time. So that’s the first thing, is making it how you do business, right? And it doesn’t even have to be this thing where we go and shut the door and sit down and, you know, talk for an hour or 30 minutes. I do this a lot with. Sometimes I work with sales teams, and I do this all the time. I say, hey, look, you can debrief after a sales call. Just sit down. If you had another team member you and. Or maybe you went and had a sales pitch, sit down, you know, take. Go to a cup of coffee, sit down, 15, 20 minutes, just talk about it. You know, what happened? Why did this happen? What could we do different next time? You know, so it’s. It’s this idea of ingraining it and how you do business, you know, ingraining it in a tool for your. For your teams to use.

So that’s the first thing is making it part of your culture, like you said. And then the second thing, you know, the second major part of this is, is like most things, I mean, shockingly, guess where it starts is, is with leadership, right? With. With team leaders, with organizational leaders. Because you as a leader have to do what. You have to show your own transparency and accountability. And if you are involved in a debrief, you’ve got to be one of the first people to speak up and talk about your missteps and talk about things, you know, you’ve done or you could have done better for the team. You know, the. The Blue Angels debrief that I’ve. I’ve talked about. There’s one. The reason I show. It’s about a minute and a half clip that I show my keynotes a lot of times, and I know I’ve given you access to that, so you can go watch that. But I think the key part of that is before they even start talking about their execution and, you know, watching the tape and trying to. What they could have done better and what they need to improve on.

They go around the room, they call it a safety. And each one of them, each member on that team fesses up to some things they, you know, didn’t do well that day or they could have done better. Like they were off air speed, their power control wasn’t good. They did this, they did all the way up to the team leader. The boss says that, you know, what they could have done better. And what’s the whole purpose of that, Eric, is purely just to bring down those barriers to communication. Right. I mean, we’re talking the Blue Angels, right? So, like, best of the best type A individuals, right, that. That, you know, essentially the best at what they do. And so. But I think it’s so powerful. The one key thing I pass on to my clients and people I work with is, hey, especially leaders, again, going back to this, what you have to have in organization is leaders that are transparent, leaders that hold themselves accountable, and leaders that bring down that, you know, those barriers, communication by, again, things I could have done better for you as a team. And I know you’ve probably been part of teams where you’ve seen this and how powerful that is when you have a leader that can do that.

And then also how extremely demoralizing it is when you. That. That can’t do that or even worse, you know, will kind of point out the errors of their team members, you know, without, you know, talking about their own. Their own missteps. So that. That’s the Q2 key pieces, though, is making it part of your culture, how you do it, you know, so people get used to it. But also having that tone of accountability within your organization, starting at the top.

And it does require very high growth mindset. Right. Because people have to recognize that, yeah, I’ve done this a million times, but I can do this better.

Right.

In aviation, there’s really this mindset of it’s an unforgiving environment. Once I’m up in the air, if something goes wrong, I need to know as much as I can.

Right.

That mindset of growth, and that can always get better isn’t always present in every organization. So how do you overcome that?

Yeah, that growth mindset, I think that goes back to, you know, again, realizing what you do. Right. And. And kind of like you said, you know, we always say, like you said, I love you. You talked about aviation’s unforgiving. You know, it’s the Famous quote is. I’m not even sure who said it, but we talk about all the time is aviation itself is not inherently dangerous, but it’s incredibly unforgiving, you know, incredibly unforgiving. What does that mean? Just like you said, you know, if you ever get into that complacent mindset of, I know it all, I’ve seen it all, you know, aviation has a way of throwing things at you that you never in a million years would have trained for, it would have thought for. I mean, there’s. You go back and look at so many incidents, so many. I don’t know if you remember back in the. Was it late 80s, the Sioux City DC10 with engine failure and how they had to. Or, sorry, the flight controls where it burned through the hydraulics, and they basically controlled the airplane with the power. Now, unfortunately, there was some loss of life, but they saved a lot of people, too.

And there’s so many things that came out of that, you know, crew coordination, how they did that working, you know, just so many things. But the point of that is, like they said when they. When that first happened, and the captain, he’s talking to, you know, back to his operations center, and they’ve got the engineers on the line and like, well, that can’t happen. And he’s like, well, I’m telling you, this is what’s happened. It severed our lines. We have no idea. They’re like, well, that can’t happen. It’s not designed that way. You’re like, well, this happened. So, it just. Aviation has a, you know, an incredibly sick sense of humor, of humbling you. And even the thousands and thousands of hours you have throwing things at you, whether it’s decision making, you know, aircraft issues, you name it, of throwing something at you. So, I think to you. To you. Back to your question is this idea of, you know, always say, you know, the number one enemy of all this stuff of. Of situation awareness, as we call it, of getting better is always complacency. And I think it’s. It’s. It’s a natural human instinct to be complacent.

I mean, that’s where we want to be. We. We. Our human mindset goes back to, you know, comfort, right? Once we get everything solid, we have food, we have water, we have shelter. Okay, now I can relax a little bit, right? It’s what you want to do. So, I think what I always tell people is this constant. I use this term, healthy paranoia sometimes, because it’s this idea that I got, again, I got from aviation, you Know what could go wrong? What have I not thought about? I mean, you’re not always paranoid, but you are in the back of your mind, little mind, that little thing of, what have we not done? What if? What have we not thought about? Hey, if I’m flying along here, if this engine does fail, where’s my closest piece of concrete I’d set this airplane down at, right? And so, I think that’s what it goes back to, is leaders having that heightened sense of situational awareness and also passing on to our people of, hey, what have we not thought about? Are we getting complacent? Because that’s a key part, again, of human factors, is again, we want to be comfortable, we want to be complacent.

Unfortunately, it’s where our mindset goes. But it’s this idea of never falling into that trap of getting completely complacent because as we know, that’s where mistakes are going to happen, right? That’s where this human error is going to seep in. That’s when something’s going to happen. So, I think it’s always going back to understanding. We haven’t. We don’t know everything. We haven’t seen everything. You know, like, just like your example earlier of, hey, I’ve done this thousand times. We’ve never had anything bad happen. Why would it happen now? And that’s when something’s going to happen, which I know you’ve probably seen this your world, but that’s one of the main reasons people would argue against, you know, safety programs. Like, we’ve done this for so long and nothing bad has ever happened. Which, as we know, that’s never a. It only takes one bad incident to, you know, unfortunately hurt someone or, you know, lose money or lose your business. So, I think it’s this idea of combating that complacency and thinking, you know, what have we not thought about and what do we need to learn? Where do we need to grow?

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It’s interesting you bring up Sioux City, because recently I came across, I was looking at the Japan Airline mass decompression on 747. That happened a couple years before and apparently one of the pilots, I believe they were deadheading on the flight, or they might have been a passenger had been studying. Exactly. And run multiple scenarios on the 747 where they had lost the rotors, go stabilizers and so forth. He right away came to give some advice because he had run 50, 60 simulations of how I would handle the same scenario of mass decompression, loss of hydraulics.

Yeah.

And that plane I think was flying for 32 minutes with very limited control, with no hydraulics.

That’s interesting. Yeah. There was a pilot who came up and helped and assisted with the power. He was like you said, I think he was just as. Or I know he was just a passenger, but yeah, you’re correct. I didn’t know that about that. That’s awesome. Unbelievable. 

But that, that’s, it’s incredible because it shows you’re expecting something to go wrong. Nobody’s expecting that. You have total loss of your hydraulics.

Right, right. And a key part of my, you know, outside of the debrief, but that’s why I incorporate in my planning model kind of that last piece. I always say the what ifs, you know, what are the what ifs? And now you could sit, you know, you could sit here all day and talk about what ifs. Right. I mean, what if, what if zombies come back and you know, But I, I say, you know, just take a few minutes. It’s a way for the team to re cage after you’ve been so involved in this planning process and say, okay, let’s step back, let’s think about what, you know, what have we not thought about? What could be the one thing that throws this, you know, a curveball. One of the most common things is what if our, what if someone on our team puts in their two weeks’ notice tomorrow, you know, or something like that, or what? You know, just things like that that you don’t think about. You’re like, that’s a good idea, let’s talk about that. But that’s my key piece is always, you know, take a minute and just think about, let’s think about some major what ifs here which helps us become.

What helps us become more proactive versus reactive to those changes.

Interesting. One of the things, because some people work alone you talk about is also you can do a self-debrief. Tell me a little bit about what that would look like.

Absolutely. Well, you know, debriefing implies that the team should be involved and a lot of times you do need someone else to, you know, point out some Errors or missteps for the team. But let’s be honest, a lot of times we know, whether we want to admit it or not, we know our own, you know, mistakes we did or maybe a way we could have done something better. I mean, think about it, you know, as humans say, you have a negative interaction with a, with a co-worker or, you know, another person, and later on you’re thinking about that, it may even be that night, and you’re like, you know what? Probably could have handled that a little differently. I probably should have done this and said this, and it probably wouldn’t have blown up. Or I probably should have said it like this. Or maybe they got what they wanted, and you were in a bit of a minor negotiation. You’re like, you know, what if I would have done this, then probably would have ended a little better. So, we all do that right after the fact. Why? Because it’s again, this goes back to human factors.

That survival mechanism in our, in our brain always wants us to win. So, it’s always trying to find ways we could have done something better. And so I turn that into, I say, look, you know, even after, you know, minor interact, things like what I just talked about, interaction with co-workers, a task you’ve done on your own, you know, you can do this with your, you know, things around the house, projects you’ve done and just self-debrief, you know, be honest with yourself, hey, here’s what happened. Here’s you know, why it happened and really dig deep, you know, whether it’s the five whys technique of asking why five times and trying to get to that. We call that really deep level, prop, root cause, causal factor, as I always say, and really find down to that root. So, we can do that and then take that back and say, you know, next time, here’s how I could do that. You know, next time, here’s some things I can take back. And again, this can be done, you know, in your personal life, in your professional life. There are so many different areas. And I do this all the time.

I mean, after a keynote, you know, with it, with a client, I always love to say, if they had any video of it, I always say, can I get a copy of that? And what I do is I sit down, I’ll watch it, kind of go through it one time first just to kind of see big picture. Okay, here’s how it went. And then I’ll go through it and stop and say, okay, take notes. Okay. You know, my hand motion was, was poor. Here I Need to stress this word more. My voice inflection or I was talking too fast at this point or change this to this. This sounds. Probably sounds better. Relook at how you tell this story or just. And every time I do that, I find little bits and pieces on how I can make it better. And so even though if a keynote goes well and the great client loves it, there’s always ways, you know, I can improve and, you know, drive my better performance. And that’s one way I do it. So, I think, you know, debris with a team is always the best or someone else that you can deeper foot.

But I think solve degree boosts are incredibly valuable for people.

And I think really like what you’re talking about. It’s, it’s really about learning not just from failure, but from success to say, how can we get to continuous improvement? I think your tagline is learn, adapt, improve around the debrief checklist.

Totally.

But it’s very much this mindset, we can always get better.

Absolutely. And I think that’s. That goes back to everything. Right. You know, I mean, I always say in my thousands and thousands and thousands of flying, I would have never had the perfect flight. So, I don’t think I probably ever will. But we, we strive to get there. Right. It’s like the Vince Lombardi quote I love kind of defines us. It’s like perfection is not attainable, but if we chase perfection, we can catch excellence. Right. So, you’re always trying to, to, you know, find that perfect flight. Always trying. You probably won’t get there, but in that pursuit, we’re making ourselves better. And that goes in any industry. Anything you do, I think is 100% right. That mindset of growth and performance improvement and as safety professionals especially, why I love working with these teams is because, I mean, let’s face it, in safety, you’re always trying to improve, right? We’re always trying to drive better. You know whether it’s metrics you’re concerned with or you’re just trying to find, you know, drive better safety outcomes, better ways to do things, better processes that incorporate safety, but without, you know, harming the business and things like that.

So, I think that’s, you know, just as that inherently that’s what you’re always doing in that role.

So, one of the quotes you, you talk about in your speeches on debrief is this concept of artificial harmony versus respectful truth. Tell me a little bit about the difference between both.

Well, yeah, so I talked earlier about that, that tone of accountability as I called it. So, remember, you know, where do we, as humans typically live? We want to avoid conflict for the most part, right? And so where are we typically at in that artificial harmony? You know, think about it. You know, when you, you know, I just talked about this with my, my kids the other day. We were talking about different cultures, and I’m like, you know how we say, hey, how are you doing? You pass someone on the street or, hey, how’s it going? I’m like, do you really honestly care, like, if you don’t know, especially, like, now? Sometimes we do. Maybe you call a family member or friend and they’ve been sick, hey, how you doing? Like, and you can tell with the body language and voice, but when we say, hey, how you doing? I’m like, I talk to my kids. I’m like, do you really honestly think we care, like, how they’re doing? I mean, it’s reading almost like it’s like saying, hi, we’re being nice and respectful and kind, but it’s a greeting. I said, you know, in other cultures, I was saying for a journey, for example, I said, when someone asks you how you’re doing, they’re honestly wanting to know, like, how are you doing?

Like, as other cultures, they really, they don’t just use it as a, as a, you know, as a greeting. So, so going back to that, that’s kind of that, you know, artificial harmony, right? Think about a cocktail party, you know, where you ask people and I talk, I tell my kid, you know, how to win friends and influence people, right? Type thing of. What do you always do? Ask. You ask them how they’re doing; you ask people about them. You know, you’re trying to build that rapport, right? So, it’s, where do we try to be? We try to avoid that conflict. So that’s that respectful or sorry, that’s that artificial harmony. Some or manufactured harmony we try to make a lot of times, right, just getting along, just trying to avoid conflict, you know, nothing critical here. Let’s just move on. Well, in a debrief, that’s not a great idea. And why? Because then you’re not going to get what I call the truth data out, right? Because if someone thinks that they saw an error or misstep, they don’t want to speak up because they don’t want to. I don’t want to accuse you of anything.

I don’t want to look like that. Especially a new person in an organization, right? What do they do? They just keep that in and say, well, it’s not Going to be a big deal. I’m just not going to say that, well, we’re never going to improve that way.

Correct.

We’re never going to get better. Right. If this stuff is not put out there. And so, you have to have what I call that respectful truth, which is that tone of accountability, which again, it’s not, it’s not investigation. We’re not trying to assign blame again, we’re getting away from the blame and train right, to learn and grow. But it’s about how we could have done better as a team. And so how do you establish that respectful truth? That’s why the first step in my model, I say set the environment and keep. Part of that is setting the tone. And it’s your job as the team leader of that debrief to set that tone. And just like the Blue Angels video I talked about, the first thing you have to do as the team leader is said, hey, here’s some things I could have done better today for the team. And you’ve got to do that part because if you don’t, everyone else is going to, you know, just keep all this stuff inside. Because after you do that, then you go around there and say, what, Eric? What. What could you. What do you have for me?

What could I have done better? And you try to give them to give you some, some inputs and feedback. Now what has that done that’s take down some of that barrier. Right now, people say, okay, we’re in a, you know, open, honest environment here. The team leader can speak up. Then I can definitely speak up and talk about my own shortcomings or maybe some things we saw that the team did other way, good way to do that is as you’re talking about your missteps, not saying, hey, Eric, you didn’t do this, versus saying, hey, we as a team, we missed this. And I think Eric would have done this if we would have done this for him or we would have provided this for him. So, you know, it also goes back to how you, you angle things with that respectful truth. But that’s the key part of that, is that artificial harmony is great, like I said, for cocktail parties, for happy hour, for, you know, just hanging out and small talk. But not great for debriefs, not great when we’re trying to improve. Right? Because that’s where you, that’s the whole purpose of improving, is finding where we had some shortcomings and where we can do better.

I’m really hearing about this is a consistent thing. We’re doing it Good or bad. We’re constantly trying to hold ourselves accountable. Not each other like you talked about blaming each other but holding each other accountable to the best level, understand system dimensions. What are the things that are occurring that maybe we aren’t aware having as a leader, the humility to. Humility, vulnerability to explore that I’m not perfect so that you have that respectful truth occurring across the board. But it’s really about embedding deep learning day in and day out from good and from bad.

Absolutely. Yeah, it is, it’s, it’s, that’s why I call it a debrief culture, right? Is because it’s this cycle of constant improvement. You know, no matter what, you know, process improvement model you adhere to, or people look at, almost all of them have some sort of at the end of it, you know, how do we improve, how do we improve? How do we go back and make this better? And that’s where the debrief serves to do that. And like I said, it really is a debrief culture and I call it a culture because of all things you just said. It takes leaders at the top that, that are vulnerable, takes leaders that are transparent that hold themselves accountable. You know, one of the things I talk about in my talks, this idea of mutual support, which is another key layer of this debrief culture and a building block of it. And mutual support is really deep level peer accountability, right? I mean it’s the kind of accountability that, that peers, we hold ourselves accountable and not of this, you know, this accountability thing. When I hear it, I always think of, I think we may have talked, talked about this on our first podcast, but you know, when I hear accountability, it’s always a negative connotation.

Like I always think of my, my, my assistant vice principal when I, in elementary school, you know, like the enforcer of the, when you got in trouble, you know, who you were going to go see. And so, but accountability I think gets that conn a lot of times, like it’s a bad word, like do this or else or you’re going to get fired or job action or whatever. And, and, and when I talk about it, I say I, I call it mutual support because that’s really what it is, right? Is, is peer level accountability is mutual support. And it’s not that I’m backing you up, Eric, because if I don’t, you know, something bad’s going to happen to me or job action, but it’s because I want you to look good when you’re leading a project. I want you to look good. I want the team to look good. You know why? Because I know you, I know you got a family, or I know what’s going on with you. And its that human connection going back to human factors again, right? And so that’s another thing you have to have with an organization I think to be a high performing team and ultimately to set up this debrief culture is that mutual support, you know, deep level camaraderie within a team with an organization making everybody human. 

And in this idea that we’re there to drive the team better. And that goes back to how leaders lead their teams, how they incentivize their teams, all kind of things, things again. But that’s a key part of that is that mutual support mindset. And like you said, I mean at the end of the day it’s how you do business, right? It’s leaders admitting their own shortcomings and showing where they could have done better. So then that, that filters down kind of, kind of through the teams and just on that, you know, I, because I hear this a lot of times like well Brandon, you know, I work in a team organization where not a lot of, you know, no name, no rank culture within my team or my leader really doesn’t. He’s not going to adhere to this. He’s not a, you know, big accountability person. So, what do I do? And I said Well influence where you can, right? I mean, because everyone is a leader in some sense. Everyone. And so, influence where, whether it’s just self-debriefs, whether it’s you and, and two or three other co-workers you can debrief on a project you’re doing, I mean influence where you can, right? 

And then that will slowly build hopefully from out to other people like that. And if there’s leaders you have that just aren’t going to embrace it, I mean there’s nothing you can do about that. But if you show, if you can do it within your own world, in your own little bubble, then you will see improvement.

And so last quick closing thought you talked about the debrief. There’s some organizations talk about after action reviews from the US Army. You also talk about the SEAL framework. Are there really differences between the different pieces? Are there things that we need to get that we can approach different ways or is really something unique about the debrief checklist?

Yeah, like you said, the deeper checklist, the model I came up with, I used a SEAL acronym, scald and that, that is a, that is a tick of the hat to I’ve worked with some other special operators before, so Navy SEALs and they use very similar type culture of what they do. High performing military teams, obviously, same reason, firepower, right? Because literally it can mean loss of life. They don’t improve in those type of environment. So, I do, I did come up with that acronym to kind of help. The S is for set the environment. Right. Just really quick, which is what we’ve talked about, you know, setting that tone of accountability. Why is that? First, because if you don’t do that, then you can forget about, you know, getting the rest of the brief working. The truth data, all the things we’ve talked about. Next is execution. So, what are you really looking at there? What was your objective? Right? Was it a clearly defined objective, first, and how did we do to measure up to that? You know, what were our results? And then from that, what is going to be what I call our debrief focus points.

Because, you know, when you look at a result, you could probably look at several things you want to talk about, but in the interest of time, you want to kind of narrow that down to maybe the two or three top areas we want to focus on. This is for major big projects, right, that you want to look at. And why don’t we have that, that even that step of execution? Because just like in the, if you watch the Blue Angels video, they’ll go through and watch the tape and just like I told you earlier in my keynote, I’ll go through and watch the tape. That’s the actual truth data, right? And that’s important because we all want to be on the same page of what actually happened before we start analyzing. Because I’m sure we’ve been in, you know, similar meetings where we’re talking about what happened and there’s a lot of assumptions and people are like, that’s not really what happened. So, we all got to be on the same page first before we start analyzing. Then we go into the analysis, which is the, the meat of that debrief, which is the a, which is really looking at, hey, what happened?

You know, what were some contributing human factors. Contributing factors, I call it, you know, whether it’s, you know, task saturation, overload, fatigue, lack of communication, we look at all those things. But what we’re really trying to get down to is that root cause or what I call that probable cause or that causal factor, sorry, which is say you, you know, something happened, and you really dig down. Yeah, but why did that happen? Why did that happen? So, you know, I use Example, the special, you know, special challenger, right? And so, I’ll ask people, why did that accident happen? They’re like, well, the O rings, you know, okay, that’s the active thing that you’re right. But let’s go back to why. And you keep asking why. I keep. And what it comes down to, you know, and this is what the investigation found too, is NASA didn’t have a solid go, no go process. I mean, at the end of the day, that was a root cause, plenty other contributing factors, right? And we talk about, you know, how they made those decisions, the influences they had, money, shuttle program. But the end of the day, they didn’t have a solid go, no go process that they used.

So, you want to dig down, like I said earlier, the five why is a great technique, but you’re just trying to get to that deep level why things happen finally. L is the lessons learned, which is after we know those root causes now, what are we going to change? You know, what are we going to get better? What are we going to implement within the organization processes, behaviors, patterns, you know, things we need to take back to leadership potentially? What are things we’re going to, we’re going to change, basically. And if you note in that checklist, one key piece I have there is you’ve got to assign, again, accountability to who’s going to oversee that change, right? And that’s a key piece of that. So, I gave you that overview. But to your question, yeah, I always tell people this all the time, look, you don’t have to take everything back, you know that I, that I tell you that I use and redo everything, but if you can just pull a few things out of here, if they can just pull out that, setting that tone of accountability piece out, you know, how you do that, I mean, that’s, that’s critical.

Or just how you analyze mishaps and really getting down to that deep level root cause or analyzing projects or tasks, I mean, if they can just take a few parts of it, that, that’s what I always say. That’s the key part of this. But having an understanding that at the backdrop of this is again going back to human factors, right, that go into that debrief, knowing that, hey, look, we know none of us made these mistakes or errors on purpose. None of us showed up here saying we’re going to do this, so let’s really get down to the deep level root cause. You know, what were the human factors at play? Maybe we didn’t have great communication. You know, like I said earlier, maybe we were mentally and physically fatigued. Maybe we’re running that revving the engine too high here. You know, there’s things that are going to come out of that that you’re going to, you’re going to really need to take step back and think about. So, I think that’s that all those pieces combined, it’s a great framework. But if you can just take a few pieces out of that, I think you’ll definitely see improvement both in how you run debriefs and then how you run your organization as well.

So, Brendan, thank you very much for coming back on the show. You’re a very engaging speaker. You talked last time about some of the elements of human factors. This time you went deeper on the debrief culture. I think it’s a hugely important piece. You also do keynotes, you do workshops. Somebody’s interested in, in tapping into some of your thinking around human factors, continuous learning debriefs. How can they get in touch with you?

Absolutely. Thanks for bringing that up, Eric. And again, thank you for having me on the show. It’s just a great time. I love talking this stuff, as you can tell, hopefully. But yeah, brandonwilliamsspeaker.com is my website. Go in there and you can reach out to me through there and find all kind of information as well. LinkedIn Brandon Williams, Speaker Just search that up and you should be able to find me. I’m also on Instagram, Facebook, leadership speaker pilot on those, if you search those and then [email protected] is my, is my email as well. So, feel free to reach out. And like I said, I love to give people, you know, the guides, free stuff all the time, things like that, because I think they’ll see how credibly valuable, useful it is when they do get it. So, thank you for bringing that up though.

Perfect.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

Brandon Williams is a highly sought-after speaker, airline pilot, and human factors professor with over two decades of experience leading teams in some of the world’s most dynamic, complex, and high-risk environments. A former U.S. Air Force Fighter Pilot, Lieutenant Colonel, and Safety Officer, Brandon brings a unique blend of military precision, safety expertise, and real-world leadership to organizations striving for excellence in high-reliability industries.

As a recognized expert in Human Factors and organizational safety, Brandon equips leaders with the strategies and tools to build High-Reliability Organizations (HROs) and High-Performance Teams across sectors including transportation, healthcare, energy, construction, and manufacturing. His powerful keynotes and training sessions are grounded in military aviation principles and safety science, offering actionable insights into system-level thinking, human error mitigation, and decision-making under pressure.

Brandon’s approach is both practical and transformative—he helps organizations understand the critical role of safety culture, Just Culture, and situational awareness in preventing incidents and enhancing team performance. Through compelling storytelling and proven methodologies, he empowers leaders to navigate uncertainty, manage complexity, and create resilient teams that thrive in high-stakes environments.

With his deep expertise and engaging presentation style, Brandon Williams is the go-to expert for organizations looking to elevate their safety leadership and operational excellence.

For more information: brandonwilliamsspeaker.com

Email: [email protected]

LinkedIn: www.linkedin.com/in/brandon-williams-speaker/

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Safety in Motion: The Energized Approach for Real Impact with Michael Melnik

Safety in Motion: The Energized Approach for Real Impact with Michael Melnik

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How do you energize your safety programs to be effective, engaging, and inspire action with lasting real impact? Join us for a dynamic conversation with Michael Melnik, owner and president of The Energized Approach®, as he shares how safety programs can be reimagined to be more sustainable, fun, and meaningful. With decades of experience helping organizations “energize” their workplaces, Michael introduces the 10 energy sources—the core drivers behind truly successful and sustainable programs. Michael emphasizes the importance of safety programs that resonate with workers, engage teams at every level, and drive lasting success through leadership commitment and communication. He also shares how to revitalize existing safety programs to build a strong safety culture. Don’t miss this episode as we dive into the energized approach for real impact, putting safety in motion across your organization.

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe, yet productive operations. For those companies, safety is an investment, not a cost for the C-suite. It’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy’s success story begins now.

Hi, and welcome to the Safety Guru. Today, I’m very excited to have with me Michael Melnik. He’s the owner and President of The Energized Approach that he’s been owning and running since 1991. Michael, welcome to the show. Very excited to have you with me.

Well, thank you, Eric. Happy to be here.

Let’s get started with a little bit of how you got into safety.

I got into safety through the back door. I’m an occupational therapist and an exercise physiologist. My career actually began working in a clinic as an occupational therapist. I was working with people that had strokes and spinal cord injuries and different kinds of disabilities. But the clinic that I was in opened up what was then called a Work Hardening program, and it was a program for rehabilitating injured workers. These workers were coming in with back issues and shoulder issues, and we would try to replicate their work environments before we sent them back to work so that we could train them in ways to prevent re-injury. Sure. Well, we started visiting the work sites in order to better duplicate or replicate what they were doing We were walking around and looking around and going, Oh, my. No wonder you’re sending zero people. No wonder they’re getting hurt. Look at this environment. I stepped into that environment and out of the clinic, and I was just so much happier there. There It was just louder and dirtier and just a lot more adversity, for me anyway, that was attractive to me versus the clinic. Then they said, well, look, you’re teaching all of our people in your clinic how to do things differently.

When you’re sending them back to the clinic, they’re lifting better than everybody else. They’re doing all these stretches. Why don’t you teach our people before they get hurt? As a naive young therapist, I said, Sure, I’ll come do that. Lo and behold, I realized very quickly that none of the healthy people were interested in what we had to say. That’s where I had to affect my humor and making it very practical and just more geared towards an audience that on any daily basis isn’t waking up and going, I sure hope somebody comes in today and teaches us how to lift. Been doing it for 40 years. That was really the beginning of my safety career.

I think one of your observations when you started was that people were cycling through programs, going from one program to the next and hoping for something that was going to be a miracle cure.

Again, when I began, I was pretty naive because I was truly considered to be the lifting guy. They would call me up and say, Michael, our people are hurting their backs. Would you come teach them how to lift? And I was like, Oh, absolutely. And I would come in and I would do a fun high energy class, and they’d say, oh, thank you. That was great. And then I’d get a call a week later, and the company would go, well, nobody’s lifting the way you showed. I’m like, I’m not a hypnotist, and I’m not a magician. I just showed them something else has to happen because these are long-standing behaviors. They’re not going to change because I do a half-hour class. So that’s really when it was saying to them, look, rather than me coming back and just teaching it again and having it not work again, how about we look at why it didn’t work and why it didn’t stick? And lo and behold, what we found was that means it actually involved involves supervisors and leadership and ownership to create an environment that takes the information that I was presenting and actually turns it into action.

I would say to them, they’d say, would you come in and teach our people how to lift? I’d say, I will under one condition. That means that everybody comes to this party because everybody’s got a role to play in these changes.

Tell me a little bit more about what was your secret sauce? What was the part that moved it from a training classroom environment to something where people would actually start repeating and doing?

Yeah. That’s a great question because it was really a fun journey for me. This is the point typically in the story, if I’m ever able to relay this story to people, if they’re ever curious enough to want to know, is that I’m a selfish consultant and I’m a selfish presenter. What that means is I don’t want to do it if nobody wants to play. I don’t want to do it if nobody wants to be there. I was looking at it and saying, okay, well, wait a second. Management really only wants to know how much it wants to cost, and they don’t really want to be engaged. The supervisors are telling me they’ve got other stuff that they need to focus on, and this isn’t that important. The employees are going, hey, if management and supervisors are not interested, I’m not interested. I’m just going to do whatever gets me my paycheck. I started going in and talking to my clients, and they’d bring me in to say, hey, can you help us with our safety program? I’d say, well, what have you tried? And they’re going, well, we tried this one, and we tried this and this one.

And I said, well, I don’t want to be the next program. It doesn’t work. Let’s see what we can do. So, the thing that I did, and this is really where everything changed for me, is I said, I pulled out a flip chart, and I said to this group of managers, I said, do me a favor. The thing that you are most well-known for, and it might have been a company that did, let’s say on time delivery. Sure. That was really their claim to Fame. I said, I don’t want to talk about safety. Let’s talk about what you do on a daily basis for on time delivery. What are the things that support that? They started listing their commitment systems and their communication and their consistency and their accountability. They had all of these systems. I said, okay, now, let’s talk about your back injury prevention. I pulled out another flip chart, and I said, tell me all the things you’re doing for that. All it had on it was a poster and a video. I said, okay, let’s just review these two flip charts, and you tell me which program is going to be more effective, and which one isn’t?

I did that with several of my clients, and there was this amazing consistency between what their successful programs had across the board and what their unsuccessful, mostly around safety, programs were lacking. I said, I’m not here to teach you how to do anything significantly differently. I’m only asking you to take what it is that you have demonstrated works. It It made your on-time delivery work. It makes your quality assurance work. It makes all the important programs really work well. If you’ll take some of those and bring them over into the safety world, I think that you’ll find that you have more success. Lo and behold, we came up with a system, and I actually did this in conjunction with my clients 20 years ago. We came up with what’s called an energy assessment. What we would do first is we would do an energy assessment on their successful program. Programs, and we would score them and sit there and go, what are we doing on commitment? Oh, my gosh, we’ve got this policy and this procedure and this reinforcement and this. I’m like, okay, let’s call that a five. What are you doing for communication?

Oh, my God. We’ve got it in several different languages for our multilingual people, and we’ve got all this. I’m like, Let’s call that a five. And we created a benchmark with their most successful programs. Then we said, now let’s go look at safety. What are you doing in the way of commitment? And they’re like, Well, that’s more of a two. Okay, programs in a two are not going to work. We got to get it up there to a higher level. What would be the things you could do on a daily basis that would demonstrate some level of commitment? And over time, we’ll then go out and rescore this and see if you’re making progress. And so, things like recognition and inclusion and flexibility and creativity, these things are things that most of my clients already… These weren’t like new terms. Sure. If I would ask about the terms, they’d go, let me show you what we’re doing for our on-time delivery. We’re super creative. I’m like, Well, you’re super creative in that. You’re showing the same video in your back injury prevention that you showed in 1984. I said, That’s not very creative. And so, we’re going to give that a one.

All right. And can we bump that up a notch? So, the energized approach, the way we talked about it, was sitting there going, and my clients got this right away, that if I go out and I say to supervisors, we’re bringing on a new program, what typically is their response?

I love it. I wanted…

Here we go again. It’ll go away soon. It’ll whatever. And what they’re describing is the energy that it’s going to take for them to try to get engaged in this. And I’m like, if your programs are coming out of the gate, sucking energy out of people, you’ve already lost the game. I don’t care how good the program is. The energy is not there. So, my career, the last really 20 years, has been working with organizations to say, Let’s create fertile ground for your programs. I’m not the guy that’s going to help you pick the best program. I’m the guy that’s going to help you package it and deliver it and support it and reinforce it and create an environment where you are destined for success no matter what. And if there are holes in the program or it’s not doing as well as it should, you’re going to have a process, the energized approach, that’s going to help you identify where are the weak links and why is this not performing?

I love this contrast of a program that you do really well, like when you talked about on-time performance, because every organization is really good at certain things. Then contrasting that with the safety program in general and just seeing what’s different in terms of how we bring this to life. I think it’s a very simple concept, but it’s very powerful.

Yeah. In all honesty, truthfully, it was totally out of selfishness of going, how do I reduce resistance? How do I reduce pushback? I’m not coming in to fight with you. I want employees engaged. I want them having fun in a trading session. I want employees in all due respect to all the other programs companies do. There’s typically only one program that is for the employees, specifically. True. And that’s safety. And yet it’s the least popular. From the employees. I’m like, Oh, my gosh. I have employees tell me all the time. They’ll say, Michael, you are one of the funniest safety speakers I’ve ever had. And I said, you got to understand, that’s not a compliment. It’s not a compliment because the R is so low for people going, safety is fun and enjoyable, and I appreciate it. It feels personal and engaging. I rarely hear people say that about whatever their existing program is. And quality control Soul does not have to be fun or engaging. It’s your job, do it, we’ll give you a paycheck. On time delivery, do it or you don’t work here. Safety is an invitation. We can’t make a person be safe.

We have to engage them and invite them and get them energized around it. We do that all the time with our kids. We do it with our family members. We want to make sure you’re not driving home if you’re not feeling safe or you had too much drink or whatever it’s going to be. We don’t sit on the and go, God, I really should tell them to be careful that I’m so comfortable right now. We don’t do that. If I’m an employee and I don’t see the company putting forth the energy to keep me safe, what message is that? That’s saying, you do not have the value for me to put out the energy to do that. In many instances, what I’ll tell my clients is, I’m not saying you have to care about this person. I’m saying, you need to learn to act like you do.

Ideally, you can actually like the person and care about them for a real reason.

I just love it if you actually like them. But I’m going to at least show you by the way you can do this stuff to have a person watching what you’re doing in the name of safety and actually say thank you and appreciate it instead of here we go again. It creates such a different environment than the typical program that’s coming in.

Awesome. When we spoke before, you mentioned 10 energy sources as part of your energy. Yes. Can you tell me a little bit about what those 10 energy sources are? What are you trying to get to people to reflect against those programs? How you found work?

Well, and again, these really were energy sources. They weren’t called energy sources before I grabbed them and did this, but they were core ingredients of my client’s successful programs. The first one was commitment. The first question I ask every client in an opening interview is, I’m just curious, has your company ever started and then stopped a program in the past? Sure. They’re going, Oh, my God. We do it weekly. I’m like, okay, so I want you to imagine now being an employee watching this ping-pong of starting and stopping and starting and stopping. If I’ve been there for 20 years and you say, hey, we’re introducing a new program, how much am I willing to invest in it? If I think it’s not going to be here in three months, I’m going to look silly. I’m going to actually wait until you’ve demonstrated the commitment, and then I’m going to get on board. And then we talk about what would make it look like you’re committed. Communication, the same thing. I’m like, if you’re walking through your facility and you see somebody doing something inappropriate and safe, number one, do you say anything? If you don’t, that’s also communication.

Absolutely. You are telling them it doesn’t matter to me. But the other thing is, how many of your employees are working safely? How often are you communicating with them about that? Because those are the people you have got to keep motivated. They’re sitting there going, I think the only way to get communicated with here is to do something wrong or to go slow or to break something. It changes the role of a supervisor. I’ll tell you a quick story. We gave us supervisors that accompanied these little business cards. On one side, it said, Thanks for making this a safer place to work. On the flip side, it was like 25 cents off of something in the cafeteria. Every supervisor started the day with a dozen of those in their pocket, and they were told, Go finds 12 people that are keeping this place safe. Thank them. So, part of their job became finding good things to talk about. A supervisor told me once, he said, Michael, I handed a card to a guy that was wearing his safety glasses because we just started a new safety glass policy. I handed it to him, and I just walked away.

One of the other employees saw me hand it to him. He goes up to the employee that got the card and said, hey, what happened? The employee said, oh, I just got this little coupon thing because I’m wearing my safety glasses. The other employee said, well, I’m wearing my safety glasses, too. The guy said, well, you’re just going to have to work harder to get caught. It’s creating a want to get caught environment instead of trying not to get caught, be an unsafe environment.

That’s a fair point. Most safety programs are all based on catching you do something wrong, and it’s all in the negative, but you also need to focus on the positive. What are the things people are doing right? Yeah. Absolutely.

Absolutely.  

This episode of the Safety Guru podcast is brought to you by Propulo Consulting, the leading safety and safety culture advisory firm. Whether you are looking to assess your safety culture, develop strategies to level up your safety performance, introduce human performance capabilities, re-energize Organize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo has you covered. Visit us at propulo.com.

Consistency is one, meaning if you’re going to say that safety is number one, then define for me what that looks like and then go do it. Otherwise, take the poster down, because you’ve got safety is number on a poster, and safety is not even on the scale in your environment. You’re forcing people to not look at the poster, or at least not believe it. Accountability. Do you have clear accountabilities for who’s responsible for what? Inclusion. If I’m going to go do training for employees, the first thing I’ll do is I’ll try to wander through the facility and talk to employees and say, hey, here’s what I’m going to be talking about. Have you heard programs like this in the past? Anything that really resonated for you?

Anything that you’d like for me to cover? Then when I launch the presentation, the first thing I say to employees is, hey, thanks so much for helping me put this presentation together. Now we co-own it instead of, I’m the expert, I shall now share my wisdom with you. Or I’ll say, you know what? I’m going to be here for an hour. It’s too long of a time to sit for an hour. How frequently would you all like to stand? Then I it based on what they’ve recommended. Otherwise, it’s me unilaterally deciding when you should stand. Then that’s more ownership than I want. It’s not my program, it’s theirs. Flexibility. If something’s not working, don’t keep doing it. They’ll sit there and go, oh, yeah, we’ve been doing it the same way. How’s it working? Not very well. I’m like, well, you don’t say that about productivity and quality. Our productivity is terrible, our quality is terrible, and we’re not doing anything about it. You do something about it almost every day, and yet you’re doing safety the same way you’ve done it for 30 years, they notice that. Sure. You are flexible with the important things and not as flexible.

The last one the last energy source of the 10 is actually fun. And what I tell my clients is, they go, well, you don’t want safety to be silly or over the top. I said, that’s not what I said. What I said is fun. Fun is an energy. That fun. The fun is the culmination of commitment and communication and consistency and accountability and flexibility. My clients, unfortunately, before I get there, have tried to just go directly to fun. They’ve skipped communication and consistency and accountability and said, well, let’s just have a safety banquet. People are like, but you don’t take safety seriously here. Why am I supposed to be celebrating it? Versus when all those other nine energy sources present, fun happens. It’s not like you’ve gone after it, it’s the culmination. All I tell my clients is, how about periodically, maybe on a monthly basis, at least, maybe quarterly, if you can’t do that, go do an energy assessment, look at your programs and just be asking, how are we doing on commitment? How are we doing on consistency? How are we doing on accountability? It just adds a layer to the conversation. I leave them with this.

I Look, when you’re putting together your programs, yes, you need your policies and procedures, you need your PowerPoints, you need your posters, you need your handouts. Just make one of the line items, do we have the energy we need to make this successful. In many instances, it will stop you in your tracks, and it will save you the pain and agony of pushing uphill against resistance that has nothing It’s not to do with the program itself. It’s that you haven’t created the environment that’s conducive to its success.

You’ve talked about the revolving door of safety programs. If somebody’s got a program that wasn’t launch with that energy, that enthusiasm, which I think there’s a lot of people who have programs like that. Is it easier to bring the energy to the existing program or is it better to start new and bring the energy to the launch?

That is a wonderful question. I’ve had both opportunities to do both. It really depends on leadership because I have worked with some leaders who have been willing to pull together a core group of employees and actually go, I’m sorry. I’m sorry. We are seeing how ineffective this has been, but we think this thing has legs. But we now know that we need to bring you in. We need to be getting feedback. We need to be flexible with the approach, and we’d really like to give this another shot. In many instances, the employees are just flabbergasted that they’ve even been invited to this party. They’ve never heard the management apologize in any way about, we were doing this wrong. We were doing this in effectively, but we don’t want to throw the baby out with the bathwater. I don’t encourage that necessarily. But I do say you got to be willing to unwind in other words, it’s like you can’t just start tomorrow, and now the energy around it’s going to be all positive. You have to unwind some of the negative energy, and it’s going to take a little while to do that. From that standpoint, it is often easier to be starting from scratch and sitting there and going, hey, you know what?

We’ve got a new, let’s say, employee assistance program that we’re introducing or whatever it’s going to be. Let’s get the employees engaged in this. Let’s really take a look. Let’s ask the right questions. Let’s be flexible. Let’s include the right people. Let’s talk about, ahead of time, how we want to demonstrate commitment. Let’s not wait till somebody goes, oh, I don’t think they’re doing it anymore. Let’s already know what we’re going to do. It just allows you to come out of the gate without any of that resistance, as much resistance. The other beauty of it is, when I tell employees or employers that that’s the energized approach, the groups that I do the training with and I do the meetings with, that I do the meetings They’re the only ones that really call it the energized approach. To everybody else, it just looks better. It just looks like, oh, they’re just doing this better. This is more fun. This is more engaging. The communication around it is better. But they’re not associating that with a program. The energized approach is an approach. It’s the packaging. It’s not the program.

It reminds me of many moons ago, General Electric used to have something they called the change acceleration process, and they I thought it was a beautiful equation. It basically was Q times A equals E. This was particularly in the quality movement days. They would say quality of the change times the acceptance of the change equals the effectiveness of that change. Obviously, if you have a lousy quality of program, then nothing’s going to work if you have zero on that or one. But you actually don’t need the best program, 10 out of 10, let’s say, if you don’t have acceptance. You’re really focusing on; how do I get that acceptance? In some ways, you’re better off having a good program, but excellent acceptance of that program.

Absolutely. I, very early on in my career, I had grown up in school with everybody saying, Here’s the right way to lift. Sure. I started taking this into companies and finding out that the majority of people, knee problems, back problems, limited flexibility, impaired balance, whatever it might be, can’t lift right. But I’m not trying to create bodybuilders, and I’m not trying to create Olympic weightlifters. And so, I shifted completely to, can you lift better? Can you actually minimize or reduce the demands? Here’s a few principles. And what I found was 100% of my audience could lift better, and none of them were pushing back because all of them were having success. Versus Well, I can get 5% to lift right. Sure. 95% are going, I can’t bend my knees like that. I can’t do whatever. I think that, once again, it’s the idea of going… It’s really about empathy. And sitting there and going, if we’re doing safety, who’s it for? I’m going to pretend like I’m sitting in the class that we’re getting ready to deliver to them. Is this going to feel good? Is it going to feel personal? Is it going to feel like it’s for me?

Or is it going to feel like this is something that’s actually being done because the company needs to cross this off the list for the insurance company or for OSHA or for whatever it might be? As soon as you step out of your own skin and step into the audience and go, as we build this program, I’m an employee. What would feel respectful to me? What would feel like good communication? 100% of the time, they know the answer. They haven’t been doing it, but they know the answer. But it’s more work. It is more work. Again, I leave it with my clients, and I tell them, look, you can keep shopping for programs, and because you have the budget for it, that’s going to feel like an easier thing for you to do than what I’m going to ask of you. Because what I’m going to ask you of is going to be change and communication and hearing feedback, whatever. I’ll be honest with you; it is harder to do. The payoff is much bigger, but it’s harder. Yeah.

Tell me a little bit about the way you implement to make this work. Obviously, you talked about the energy assessment, getting a baseline, getting a sense in terms of what core skills, capabilities the organization already has to make things go really well. Tell me a little bit about other parts of the secret sauce.

Well, I’ve been doing this for over 30 years now, and I can’t cold call a client a potential client and sell myself because they’re not in the place where they’re going, Boy, I really would like to do some change. I’d like to make things a little bit harder. I’d like my responsibilities to change. I’d like to have to communicate more. Almost 100% of my clients have come from me presenting somewhere, and then it resonated. I may be at a national safety conference; I might be at some other regional conference. More often than not, One, two, three, five, however many, a handful of people will come up and go, oh, my God, we need you. I’ll say, all right, well, we’re going to do a preliminary assessment. I’ll either get on a conference call with a bunch of people or whatever, and I’ll lay out the process. We call it an energized approach to maturity assessment. All it means is, do you want to play? Are you willing to make these kinds of changes? What What’s the level of communication that you have throughout your organization currently? How have you implemented things in the past? And let’s play pretend, and let’s talk about the kinds of things that I may be coming in with, because what you don’t want to do is I don’t want to come in and upset the apple cart.

I don’t want to create conflict for you. I don’t want to create anxiety for you. I want people to be hungry for this stuff. So, let’s just see what the appetite is. That being said, I’ve never done any two clients at exactly the same pace because their maturity level for doing it or the population that they have, they’re not all the same across the board. So it might be that I’m working with one client on one energy source a quarter. And all we’re going to do is go, can we spend the next quarter having our employees go, wow, they are really committed to safety. Boom. Knock that energy source out. Let’s go to the next one. Now we’re going to look at consistency. What you say becomes what you do. What are the different ways that you can make that happen for the next quarter? So it might be that it’s a yearlong process. There are others where over the period of a quarter or maybe even over a month, we knock them all out because they really only were lacking in three.

Sure.

Let’s really hammer those home. But it does require leadership commitment.

Of course.

I spell out for them, what does that look like? It’s not going to be extraordinary, but you cannot… If you start this and then pull the plug on it, it is going to bite you. You really got to decide, we are going to stay in this We’re going to get the feedback. We’re going to make the changes that we need. But what I let them know, too, is you can make those as small as you want. Because if you typically walk by somebody in the hallway and you never say anything to them, in fact, even look away for five years, and then one day you walk by them and you just give a nod, you’ve just increased by 100% the level of communication with minimal effort. We talk about What are the minimal things that you know you can continue to do that will reinforce these things? I’m not asking for anything extraordinary to begin with, but what you’re going to find is when the responses from employees and supervisors are really positive, that’s going to energize you to want to do more of that because you’re going to like that result.

For sure.

So, it becomes a loop. It becomes a loop.

Excellent. Michael, thank you so much for coming on sharing your story. If somebody wants to have more details, learn more about the Energize approach, how can they do that?

Well, there’s multiple ways to reach me. My website is just energizedapproach.com. What’s also on there, and I love to talk to people about this stuff. Anybody that’s listening to this, it probably could tell that I like to talk this stuff, and it never notice. It really excites me.

Never noticed.

They can certainly give me a call at 612-940-3242. Happy to take people’s calls, or it’s just [email protected]. is my email.

Perfect. Sounds good. Thank you so much for coming on the show. I appreciate you sharing a story, and I very much agree your approach to how much energy is it and how you contrast it to the things that people are able to do well inside an organization, and how do you bring that into the safety arena?

Eric, I appreciate the opportunity to talk to your listeners, and hopefully I’ll hear from some, and we can continue the conversation.

Excellent. Thank you so much. Take care.

You, too.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

Michael Melnik is an occupational therapist with a master’s degree in exercise physiology. He is the owner and president of The Energized Approach, a company that helps organizations “Energize” their workplaces, their safety programs, and their people. For more than 30 years, he has presented his practical, high-energy, and humorous approach to more than 750,000 participants around the world. He is the author and talent in several award-winning injury prevention videos that are used by thousands of companies, and is the creator of the ReachOut365 Video Coaching Platform. Clients include Delta Airlines, The Home Depot, Coca Cola, Wells Fargo, PetSmart, Wal-Mart, Willis Towers Watson, Best Buy, Exxon Mobil, and many more.

For more information: www.energizedapproach.com

Email: [email protected]

Ph: 612-940-3242

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Rethinking Ergonomics for Safer Workplaces with Robert Pater

Rethinking Ergonomics for Safer Workplaces with Robert Pater

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ABOUT THE EPISODE

Discover how to keep your workplace safer, stronger, and more in control—one smart move at a time. In this engaging and informative episode of The Safety Guru, we welcome Robert Pater, founder of MoveSMART®. Robert brings a unique perspective, blending martial arts principles with cutting-edge safety and ergonomics to explore how internalizing mental and physical safety practices can elevate your safety culture. Drawing on decades of expertise, he shares practical strategies to rethink ergonomics for safer workplaces, engage senior leaders in safety initiatives, make safety changes easy to boost compliance and effectiveness, and tap into “eureka moments” that enhance learning retention while driving deeper, lasting behavioral shifts. Don’t miss this conversation packed with actionable ways to reduce injuries, improve ergonomics, and empower workers to take control of their safety.

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe, yet productive operations. For those companies, safety is an investment, not a cost for the C-suite. It’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy success story begins now.

Hi. Welcome to the Safety Guru. Today, I’m very excited to have with me Robert Pater. He’s a founder Managing Director of Movesmart. He’s authored well over 370 articles in safety. Robert, really excited to have you with me today on the podcast. I think we’re going to have an exciting conversation I have.

I’m looking forward to it, Eric.

Excellent. How did you start in safety and into this quest of 370 articles plus?

Yeah. This goes back because I’m not a spring chicken any longer. A long time ago, I was coordinating the Stress Management Center of a Hospital. Let me back up a little bit. My undergraduate degree is in organizational development and Leadership Processes or processes as a Canadian. Then my master’s degree is in industrial psychology. I learned when I was studying industrial psychology about the early ergonomists, Gilbreath, Sam Taylor, and all of those people. I went, wow, this is very similar to what I was doing in my practice of internal martial arts. I was struck by that. Fast forward, so I’m coordinating the Stress Management Center of a hospital in Portland, Oregon, where I live. The occupational health nurse said, hey, Robert, you are doing anything this afternoon. No. I said, well, there’s the Oregon Governor’s Occupational Health and Safety Would you like to go? It happened to be literally walking distance from the hospital. It was like two blocks away at that point. I went there, and this is one of the times you didn’t have to register in advance. This is quite a while ago. I was very, very disappointed in what I saw because people were reading stuff.

They were like, why are you reading? Why don’t you just give it out? The papers and stuff like that. There was nothing what I call innovative there. I went, Okay. I looked at the brochure and I saw who was running it, and I contacted the person after this conference was over and I said, hey, can I do an RFP, Request for Proposal? Because I think I can do something that I might add because I was doing a lot of training at the time. The organization is quite a bit but based on my background. They said, well, do you know we do this every other year? No, I didn’t know that. I’m clueless. He said, Tell me about yourself. I told him, he said, would you like to be on the steering committee? We would love to have higher level training and safety. It was quite a while ago. So, I said, Sure. And I thought that was very impressive, except anyone he could rope in to be on the steering committee, he was happy to get in. I was like, Meat, fresh meat. So, I did this, and we’re sitting around because it’s every other year in Oregon, it still is.

We’re in a bi-annual, basically budget, so it’s a bi-annual conference. So, we’re sitting around, and I knew a lot about the martial art that I was doing then was a jiu-jitsu system, and I was a third-degree black belt in at that point. I had my own views when I was teaching this about what to do, how to prevent fall, how to keep your balance, what to do if you do fall. I said, What about something on slip trips and falls? And all of these corporate safety people were going, wow, I’d love to see something new and different on slip trips and falls. I went, and I didn’t even know it was an issue. I started researching it. Shortest version is I pilot it with an organization I was working with. I got there and I said, well, how many handouts should I bring? I said, I don’t know. Before they knew how many signups there would be. This is all different now. And they said, Bring 15. Well, I was a Boy Scout, and the motto when I was a Boy Scout was be prepared. And my motto was, you could never be prepared enough.

I brought 30 and 300 people showed up. They had to open up the rooms, the dividing rooms in this hotel. I went, wow, and I started getting hired. That’s the short version. My very first article that I ever wrote was published in the June 1985 issue of Professional Safety magazine, a motion training and Analysis for the ’80s. It shows you how long ago that was. I’ve done a reprise on that, and that got me started. I started getting hired right away, and then pretty soon, somebody sent the American Society of Safety Engineers, which is CSSE’s sister organization. Sure. Now, they changed their name a few years ago to American Society of Safety Professionals. But the person who was in charge of continuing Ed back then, contacted me. I didn’t even know who he was. He said, I hear you’re doing stuff on ergonomic-related things. Yeah. He said, we need somebody to do continuing education courses in ergonomics, three-day courses. I said, Well, I’m not a traditional ergonomist. He says, oh, I could get a lot of people to do that. I want a different approach. That’s good. So, they hired me, and I went around North America doing three-day programs on ergonomics.

I said, this is what I know about. This is what I don’t know. I was like, Shit, we’ll talk about this. But ergonomics is, and I’ve learned a lot more since then, as you might expect.

Yes. So, let’s get into what is ergonomics and why is it so critical?

Okay. Well, ergonomics to me is basically you’re dealing with among the most common injuries that people have. Predominantly musculoskeletal injuries, strains and sprains, whatever you want to call it, call different things, a communal trauma disorders, different things, but they’re super common. Even though they’re not usually considered a CIF, serious injury fatality, to me, it’s a serious injury because of the numbers of injuries. If you look at the hit parade of every organization that have charted the most costly compensable injuries, workers’ comp or WCB or WSIB, if you’re in Ontario province, injuries in the United States, anywhere, you’ll see soft tissue injuries are at the top of the It is the leader on the hit parade over and over again, and people who try to do all things. So, one thing, cost money. Two, organizations are working thinner, which they are nowadays, it reduces productivity. Organizations are turning down work because they can’t cover it. Some organizations, they can’t hire enough people to do that. It affects not just people, which is a fallacy. People often think binarily where they think, well, you’re either injured on a claim or you’re Okay, you’re 100%, like a life switch.

But this is more like a dimmer switch where people have varying degrees of impairment. People have been working for a while, especially as they get older, and especially in Western Europe and in North America, the workforce has been statistically aging. The longer you’ve been working, the longer you live, the more likely there’ll be cumulative trauma that wears you down. There are people who work, and it’s not a question of doing this because they’re out of touch, but they basically are working impaired. They might be working 75% or 60%. That’s the top, like a battery as it ages, as it wears down its maximum capacity. There’s a lot of factors about productivity, about all of impairment, and it affects other people. Co-workers have to pick up the load. So ultimately, this is a major injury source. So, what we deal with are three types of injuries, personal injuries. Soft tissue injuries is the number one thing we deal with. Two, slip trips and falls, and three, hand injuries. And these are all movement-related injuries that are intimately related in our mind.

Excellent. So, tell me a little bit about I know when we talked, or initially, you talked about how this space has been hijacked. Tell me a little bit what you mean by that and how you look at improving the fit between people and the work that they’re doing.

Okay. To me, hijacked is, you’re right, I did use that word, and that’s a little strong. I think it’s going to be people offended by that. What is the expression, if you have a hammer, the world looks like it’s filled with nails? A lot of people, if you look at the early ergonomists, around the turn between the 19th and 20th century, there were people who were focusing on movement, as I said, Frederick Taylor, Frank and Lillian Gilberts, and all of that stuff, and many others. But ergonomics really came to play. If you look at the history, During the War II and cockpit ergonomics in the Korean War, and it became an issue of design, which is really important. To me, what many people call ergonomics, they default towards designing the workplace and the workstations and tools to fit tasks, workers and the tasks that they do. I agree with that. That’s one part, though. The thing that I take issue with is that that is not the only part of ergonomics. If you look at ergonomically certifying organizations, they acknowledge that now at this point. I define ergonomics, and the word ergonomics does not mean design.

It means literally ergo, which means energy or work, I think from the Greek, I believe, might I say it might be the Latin, I think it’s the Greek. And nomics means study of or science of. And so, it’s a study of work or energy. It’s not design. I define ergonomics as improving the fit between people and their tasks, at work or at home, whatever it may I believe there were three ways, three strategies to do that. See, if you define that as design, all you can do is design things out, buy new tools, that you have no other actions in your toolkit. Whereas This way, the first thing always should be designing out risks that you can design out. I absolutely agree with that, but that’s only the first step. The reality is, what do you do when people are working from home or they’re working on a client’s surf or they’re walking in the parking lot where you can’t cover the entire parking lot and stop it from raining and being wet? To me, the second aspect is that the first aspect is bringing work closer to people by, again, design and purchasing, basically.

The second aspect is bringing people metaphorically closer to work by helping them make adjustments the best they can. The third is the ideal, which you do both, like two hands clapping together. We believe that the highest-level ergonomics is a combination of first design and purchasing out what you can, realistically, but not stopping there. Our Bailiwick, because there’s a lot of people who are really good at design, is basically helping people make adjustments to areas that are not cost-effective. I could give you lots of examples of that. At home, you can’t design up people’s exposures at home where they may get cumulative exposures and cumulative trauma.

Or even if you think about maintenance repair workers that are going to different sites, utility workers that are digging or doing work above ground. If you’re an electrical utility, it’s not a controllable environment.

Absolutely. Great examples, Eric. We’ve worked with those people a lot. In fact, often have gotten called in, initially at organizations by the maintenance professionals because they have no control of where they have to go in their awkward positions, and they can’t say, well, let’s read it. Well, you can’t shut down the whole facility. To redesign that, it’s not cost effective and not likely or if it is, it’s not within their power. What do you do until then? I agree.

Right, exactly. I have read some of your articles where you talk about the martial art of safety. You talked about your jiu-jitsu background. Tell me a little bit more about the martial art of safety, what it means to you, and how that links into Move Smart. Okay.

For me, there’s different types of martial arts, and this is just my opinion. I’m not saying I’m an expert. I’ve been doing this for quite a while. One of our directors of Move Smart training is, in my mind, a martial arts master. But I’ve done this quite a while, and I’m going to do some things. But to my view is that… Oh, by the way, I’ve written a book on martial arts and leadership that’s in five languages, neither here nor there. I probably out for it. To me, the martial arts focus that we look at is what I call, and not just me, internal martial arts. What internal martial arts deals with is direction of energy. It incorporates both mental and physical skills. It’s not, how do you beat up people? How do you get the strongest, the fastest that you can do? It’s how can I redirect forces? But redirecting forces in internal martial arts starts from within. If you can’t… One of my martial arts instructors said to me once, Hong Chou, Wing Shong kung fu, said, If you can’t control your own temper, you’ll never be able to fight effectively. If you can’t calm yourself down.

So, you have to start within. And that is another quote from that, which is great, which is great. The Philippine approach in martial arts with the guy that studied with a little bit said, I asked my master how to make this world a better place. He said, Develop yourself first. I believe that internal martial arts, as well as highest level safety is an internalization process. It starts by changing people’s minds so that they can be more in control of themselves and their own safety. It deals with mental and physical skill sets, of which I can talk about if you want, it doesn’t matter. But that our people can learn and they can apply everywhere that are portable, that are not based upon working on somebody’s providing for me, but when something unexpected happens, I still have skills I can use and apply Not that it means it’s going to fix everything, but I can do the best I can. We tell people, if you’re in a very poorly designed environment, you’re never going to… With your best skills, you’re never going to make that a great workplace, but you make it less bad. Maybe if you could put the odds 15 or 20% more in your favor of not being injured, that’s the best you can do.

That’s better than nothing. 100%. You’re not a victim. That’s basically what it is, it’s like having better control of yourself. We have a catchword phrase that we talk about is safer, stronger, more in control. So, we’re more in control of ourselves first. Does that help? Give you an idea?

Yeah, very helpful. Yeah, absolutely. I think that also gets into some of the pieces we started out with in terms of the learning and development and how you drive skill sets around this.

Absolutely. That’s one of the things that I feel very, very strongly about. Like, martial arts are not based upon… I mean, you have to start with an attitude, which is, to me, the other word for mindset. You go in there with the right attitude, but you still have to have the skills. You have to know what to do in situations. It’s not enough. It’s critical, but it’s not enough. It’s a precursor. Then you have to have the mindfulness of what’s unique about the situation, and you have to have the skills to be able to deal with that, go, oh, I haven’t even counted this before. What might I possibly do to make the situation better or at least less bad for me, less risky.

This episode of the Safety Guru podcast is brought to you by Propulo Consulting, the leading safety and safety culture advisory firm. Whether you are looking to assess your safety culture, develop strategies to level up your safety performance, introduce human performance capabilities, re-energize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo has you covered. Visit us at propulo.com.

When we last connected, one of the things you talked about that was really important is how do you get senior leaders engaged in these programs. You had a cool story about golf and how you use that as a connection point. Tell me a little bit about it, because that’s a big part of what’s missing is I see a lot of programs where they teach something on ergonomics, and then it falls apart.

Yeah. One of the things that we believe strongly is that the best way to develop internal motivation for safety, to internalize safety, is to hook into people’s already existing motivation, as opposed to try motivating them by what you think is important to them or what you think should be important to them as a safety professional or leader.

100%.

And so, this story, and I could give you lots of examples like this, but the story about this was I remember going to a large manufacturing organization. There was a guy there, and we’d done a bunch of move smart training, and the guy came in there and he was angry with me. I was perplexed because it got really good reception, number one. Number two, what we did, and number two, injuries started going down by a lot. People were using it. They could calculate. They could see the leading indicators as well as the trailing indicators. And he said, Come here. And he closed his door, and he pointed to a diploma on the wall, and it was a PhD. He had a PhD in ergonomics. He said, I got a PhD in ergonomics. What do you get? And I said, I just have a master’s degree in industrial psychology. One part of that. I said, you know? And he said, well, how come they’ll listen to you and not to me? I tell them to bend their knees. I said, and what I wanted to tell him was that… Because I am not telling them anything.

I’m letting them discover this and letting them decipher themselves and figure that out and make their own decisions and show with methods that we’ve developed. And I said, But I said to him, it’s like we try to do this so it’s interactive and let people try to figure it out for themselves through guidance that we give. He still wasn’t very happy with me, but he persisted on wanting to be the person who was dictating writing and telling, as opposed to bringing it out from people. And there’s been, subsequently, been a lot of studies in neuroscience that when people have self-convinced, they learn faster, and the learning stays longer. There’s a great article in Scientific American by… Her last name was Solie. She got a PhD in neuroscience herself, and she quoted other studies on this and self-convincing is the way to go. We’ve been doing that for a long time. It’s the basis of martial arts. If it doesn’t work, It’s useless. It’s got to work for you. Even if it works for him and her, it doesn’t work for me. It doesn’t matter. That’s what we focus on. To me, the key with senior management and everybody is hook into their personal, again, existing motivation.

The mistake in my mind that a lot of safety and ergonomics professionals do make is they make an assumption, which ironically is anti-ergonomic, is that everyone has a one-size-fit all motivation system. Every senior manager is only interested in bottom line, how much money do I save? I’ve run into a lot of managers who are more concerned about keeping people at work. I met some who were more concerned with morale when morale was plummeting or It’s productivity, whatever. Maybe it’s not just workers’ comp claims to be reduction. It’s not to the absence of payouts. What we have learned is that if you can find what people are really interested, such as in this particular case, without going into it, finding that a senior manager who could be less interested in ergonomics or safety, frankly, or minimally just theoretically interested. But when I saw that he had a golf club, a driver, and I mentioned that, I said, would you like to see something that might work better for your drive. All of a sudden, he gave me all the time in the world because I hooked into… I was lucky. Just happened to be. Dumb luck.

That is the key. That’s one of the reasons, by the way, we believe for anybody out there, make ergonomics focus not only on work and prevention of injuries at work, but what can you do at home? Not only injury prevention, but what can I get out of it? What are the benefits to me beyond the absence or reduction of prevention of injuries that I may never believe will really happen to me. That’s one of the critical aspects. Then the other aspect, I’m bringing this down, there’s a lot, too, but make it easy for people to change. I believe that… I run an article once; I make it easy leadership. I believe that the key to a successful leadership in general is, one, make it easy for people to change. The less I ask for people to do, the better. The 15 minutes I get with senior managers is better than the 2 hours I really wish I had that I’m not going to get or they’re going to be on their computers. So, what can I do in the time they’re lot of? The less I ask of them, the more they’re likely to do it.

Secondly, make it easier for them to help me get better at what I do. Those are really the principles that we operate with, and it seems to work.

I think the part as well is the more you connected with the individual. I was actually just talking earlier today to a CEO who’s comparing two different leaders, very senior leaders, and how one of them was able to get a very strong engagement through and through in safety all the way to the grassroots, the engagement, the involvement, versus the other one is equally committed to safety, but for some reason, they’re still struggling in the middle. The main difference between the two leaders is one is just very personal, makes it their own. They’re both equally committed to safety, but this one connects with everybody, like you said, makes it personal with everybody. It’s personal to him in terms of how he shows up. The result is, lo and behold, in a two-year period, huge, huge shift in terms of people seeing my leaders is committed, seeing their supervisors are committed, and showing up for safety, and they care about their personal safety, whereas it was nothing like those two years prior. It had that impact through the entire organization, just by buying into it, showcasing it, making it real.

Great example, Eric. Seeing very similar things. To piggyback on that even further, the type of injuries that we’re dealing with, again, soft tissue injuries, slip trips, and falls, and hand injuries, are Personal and everybody, I don’t care if you’re a senior manager, everyone is prone, and their families are, too. This is the example that I always find about ergonomics. It is a leveler, a potential leveler in an organization. The type of exposures and risks people have and the injuries that people have. It does not matter if you’re sitting behind a desk all day and have shearing forces from sitting too much or you’re traveling and carrying suitcases. Everyone is prone. Great example, Eric.

What do you do to get those leaders to get personally involved? Because I think in our prior conversation, hopefully I’m not confusing conversations, but you were mentioning I’ve seen multiple programs through and through. They look the same, but some work and some don’t work. They just would go through the flavor of the moment, change it every year or so. But it’s not about the program, it’s about how leaders show up.

Yes, I think that is really important. Now, one of the things that we do differently, and this comes ultimately from my background in organizational development, industrial psych, is that we don’t believe in training, for what we do, at least. When I think that as of training, where one person, a so-called expert, imparts information to other people and expect them to go ahead and do that. The problem with that for us is the type of, again, injuries that we address are based upon people who have long-standing habit patterns. People have lift, pushed, pulled, walked.

The same way forever. Exactly. Use their mouse the same way forever.

Exactly. So, one shot exposure for a multiple exposure injury over years and years and years at a habitual are less likely to make a difference. So, one of the things that we believe is develop leadership internally in an organization. I’ve written on this, too. The only thing we do at this point is we work with organizations, and we train, we call them instructor catalysts, internal catalysts, to first do initial training, then to go ahead and often coach and reinforce this on an often very basis that’s informal. Sometimes we find the best type of reinforcement are in the break rooms or in the parking lot, and the supervisors just talking during the meeting, five-minute meeting, that’s about something else, a different toolbox meeting. Then formally, how do we keep this alive on an organizational level? That makes a huge difference that organizations are flabbergasted by. If you can get people to become committed, excited advocates, internal advocates who actually have skills that people haven’t seen and can do and do something differently, it goes a long way. That’s one thing. But often senior managers will often be extremely excited this, too, because, again, they’re individuals first.

Approaching them as individuals, just like you said, focusing on a personal level is critical and structurally embedding that in the organization. It’s not relying upon someone like me to keep coming back to them. Because we work with huge organizations. We’re small. We can’t keep coming back to United Airlines or US Steel or Hans or some of our biggest clients over a long period of time. It’s not cost-effective. We don’t have the manpower or the interest in doing that. We want to decrease dependency on us and try to create internal dependency, both not only within people, but also within the organizations. Does that answer at all? Yeah, it does.

I think the other part that makes it challenging with ergonomics is the… Like you talked about, there’s a habit that goes on for a very long period of time, but the cause-and-effect relationship between the actions I’m taking, and the result takes a very long time to actually get it. Once you get it, it’s a problem, its pain, and it’s very hard to go backwards.

Great example. Can I hook up on that a little bit? Yeah, please. Okay. What we often, I even talk about that often these injuries are the straw that broke the camel’s back. You’ll hear and see people, maybe it’s happening to people listening is that you do something that you’ve done thousands of times before. Pick up a shirt off a bed or a piece of paper on the floor and you, quote, throw your back out. Well, it’s not because of the weight of that, it’s the compounding motions of the again, straw that broke Campbell’s back. It’s cumulative trauma. There are studies on this that show a lot of soft tissue injuries are cumulative trauma based. So, think about the positive aspects. Why instead, if I found ways to make these motions in a safer manner so it didn’t build up over time? Well, the problem with that, just like you’re bringing it up, is that it’s not reinforcing to say, I’m going to do this to be safe. What we focus on, do this so you feel stronger. You can feel more balanced. You have more energy, again, emphasizing the benefits that people can really feel very, very quickly.

And so, they are self-reinforcing. When people are self-reinforced and they go, I’m very pleased. That felt good, they’re more likely, we think, to compound those motions again. And that’s what we base what we do upon.

And very linked to some of the work on habit formation and in terms of you need to get a shorter term, near term, recognition reward from doing it. And so, the injury is something in the future you don’t expect to have. But feeling stronger, feeling more energized is something near term.

More about absolutely, fully, totally agree with you. And in fact, we believe, we’ve created demonstrations where people feel immediate dramatic improvements in their balance and their strength and less force transfer to small of the back, for example. People go, Wow, it’s amazing. It’s incredible. That’s what we hear all the time. We’re used to it. But now we have to train and say, okay, how do you really use this? We in real life? I agree with you. Again, it goes back to the less you ask of people, the easier you make it for people to feel the difference, to make a change, the more likely they’ll continue to do that.

And that last piece you just mentioned gets me to Eureka Moments. We talked about that as well. If you feel instant gratification, recognition, tell me about the link to eureka moments and some of the research from Duke around the neuroscience of it.

So, we’re doing this in June. And recording this. And the, what do you call it, in May, so a month ago, Duke University came out with a study that was in Neuroscience News, which I subscribe to. I invite everyone to subscribe to that. It said, Here’s the title of it, take a Moment’s double memory by rewiring the brain. Basically, the study showed that so-called aha, where that insight, those moments of exciting insight, starts creating a massive change where people remember it and they will duplicate that. Again, according to Duke University quotes, rewire is the brain. That’s what we’ve been doing for a long time without those studies because we know it works. It’s human nature. A lot of studies come out and prove scientifically what a lot of people knew for a long period of time, experientially. That’s what we believe, and that’s where those immediate—that I talked about earlier about those immediate improvements in balance and strength and reduction of force and tension in areas that are uncomfortable come from. We’ve doing that, that really gets people’s attention from anywhere, from senior CEOs of companies down to people working offices all the way throughout.

If somebody wants to get in touch with you, so you’ve shared a fair bit about Move Smart and how you bring the martial arts to safety, how you engage your leaders to get better traction on programs, what’s the best way to get in touch with you to get more discussion, more conversation on this topic?

Probably easy as two ways, there are movesmart.com is our website, or look at me in my LinkedIn profile. I have a lot of… If you connect with me, I put all my articles on there as they are published, and I’m constantly writing. I’m in graduate school perpetually, always writing. That’ll be another way or contact me in any way. But I’m hoping that this is of value to people. The principles are not something that are germane only to us. We have worked this and refined this over almost four decades, three plus decades, but I believe they can be used by anybody, anywhere, to make significant and lasting changes.

Excellent. Well, thank you so much, Robert, for joining me today. I appreciate the conversation. We’ve covered a lot of ground.

Thank you very much, Eric, for having me.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

Robert Pater is the Founder and Managing Director of the MoveSMART® system for significantly reducing soft-tissue injuries and slips/trips/falls while simultaneously elevating Safety culture and leadership. He has published over 370 articles (in Professional Safety, Occupational Health & Safety, and many others). He’s also the author of “Leading From Within”, in 5 languages.

Globally, their client list has included:   Airgas, Alcoa, American Airlines, BHP Billiton, BMW, BorgWarner, BP, Cummins, Cushman & Wakefield, DuPont, Frito-Lay, Hawaiian Airlines, Honda, Honda Canada, Kimberly-Clark, Kinross Gold, Kloeckner, Marathon Oil, Michelin, Nissan, Nutrien, ONE Gas, Pfizer, Prysmian, Solventum, United Airlines, U.S. Steel, and many others.

Robert has an MA in Industrial Psychology and an undergraduate degree in Organizational Development. 

For more information:  www.movesmart.com

LinkedIn profile: https://www.linkedin.com/in/robertpater/

Email:  [email protected]

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Everyone Deserves to Come Home Safe with Jacqueline Quinlivan

Everyone Deserves to Come Home Safe with Jacqueline Quinlivan

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Join us for a deeply moving episode of The Safety Guru as we welcome Jacqueline Quinlivan, who courageously shares her story of unimaginable loss and the lasting ripple effects that followed. In 2018, Jacqueline’s husband, Lyndon, lost his life in a completely preventable workplace incident. Since that tragic day, Jacqueline has transformed her grief into a powerful mission—advocating for safer workplaces so that no one else has to endure the same devastating loss. In this heartfelt conversation, she recounts the heartbreak of that day and highlights the profound impact it had on her family, coworkers, and the broader community. Her story is a sobering and urgent reminder of what’s truly at stake when safety is compromised. Tune in as Jacqueline calls for a culture where safety is lived every day, where workers are empowered to speak up for safety, and leaders actively influence safety for their teams because everyone deserves to come home safe.

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe, yet productive operations. For those companies, safety is an investment, not a cost for the C-suite. It’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy success story begins now.

Hi, and welcome to the Safety Guru. Today, I’m very excited to have with me, Jacqueline Quinlivan. She’s a lived experience speaker in the safety space. Happy to have you on the show with me.

Thanks, Eric. Very happy to be here.

Jacci, maybe let’s start with Lindon’s story, because you speak to people all over Australia, around the world, around Lindon’s story, and obviously, some of the ripple effects that come from it. So maybe why don’t we start with Lindon’s story? It’s a very tragic story.

Yeah, sure. I guess, so the May, fourth of May 2018, started off as any other day would. My husband, he got up to go to a typical day shift. He got up quite early, snuck around because we were all still asleep, and gave us a kiss goodbye, and off he went to work. Unbeknownst to us at the time, that would be the last time that he would ever come home, and he would ever be conscious again. After he left, I woke up, I got ready for work. I got the two kids ready for school. Chris, at that time, was 10, and our daughter Mia was eight, so they were still quite young. I got them ready at school, dropped them off, and went to work. When I was at work, it was ramping up, obviously, because it was end of financial year here in Australia. So, working in the finance and accounting field, we were definitely ramping up. And I was working as a self-managed superannuation fund manager. Just after lunch, we’re in a meeting and the phone rang. One of my colleagues got it and interrupted the meeting and I said, Jackie, there’s a call.

And at first, I thought, that’s weird because they’d always take a message. And so, I just said, can you take a message? And they said, No, It’s Mick. You need to take it. So, I knew straight away my gut just dropped. So, Mick was or is my father-in-law, and he was so working at the same company. He was working and associated with that company for a very long time. When I took that call, he just asked me to carefully get to the work site, and he’ll be waiting for me. So, at that stage, I just asked him if Lyndon was okay. And the only thing, and you could obviously hear it in his voice, but he just said, we’ll see. So, I lost it, and I knew that something drastically had gone wrong. Sure. Obviously, one of my colleagues at the time knew that I wasn’t in a state to drive, so she drove me. It was only a 10 drive from my work to the site. When we were ending route, we had to pull over because of all the ambulances, firetrucks, whatnot. So again, poor Trish, she was trying to just say, it’ll all be okay, and trying to make it feel somewhat good.

And then Obviously, all this happened. So, it was just… It was an outer body experience, that’s for sure. When we got to the work site, my father-in-law was waiting for me in the car park. And I just remember him opening the door. And as I got out, he grabbed my arm, and he whisked me upstairs into a boardroom. I don’t even remember my feet touching the ground. Like, he just took me straight up. At that stage, all I knew is there had been some incident potentially involving hydrogen sulfide, H2S, or Rotundones, as it’s very commonly known. Once I got up into that boardroom, we were both just obviously just pacing, waiting for some answer. And somebody came in and asked me for a cup of tea, and I said, no. I said, I just want to know how my husband is. And they just said, the ambulance is trying to work to get his heart started. So again, it was just indescribable. A short while later, they came in again and they said, they’ve got his heart started and he’s in an ambulance going to the local hospital. So immediately, I felt that rush of relief come over me.

His heart started; he’s going be okay. Whatever happens, we deal with it, but he’s not working. So that feeling, again, was indescribable, but I felt relief. Sure. At that stage, my mother-in-law had just come to the site as well. So, we saw her coming through a window. So, my father-in-law grabbed me by the arm, rushed me down, opened the door of her car, put me in and just said, Follow the ambulance, we’re going to the hospital. As we were on route to the hospital, I had to ring my girlfriend at the time and ask about the kids because I didn’t know what was happening. I tried to phone her and there was no answer. So, I phoned her husband, and he answered, and I just basically said, look, I just need you to pick up the kids today and take them home to your place. So, he obviously didn’t know anything at this stage. So, he was probably thinking, what’s going on. But I knew the kids were… They were safe. And then they went to their place. Once we got to the hospital, we went into the emergency department And I said my husband had been brought in, and they were immediately…

They were waiting for us, and we were taken straight away into this very small room. So, at this stage, there was me, my mother-in-law, father-in-law, and my sister-in-law. Again, we didn’t really know what was going on, but we just knew something terrible had happened. About 10, 15 minutes later, I think from memory, someone came in and said to my father-in-law, you have to go out and get checked because he was also at the site this day and he had been exposed to the gas. When he went, I believe there were about a dozen employees as well from the mill, all in emergency. It didn’t take him long once he was all checked over. He came back, had his head down, and he just said, Ben is gone. So, in the incident, there was three people involved. Ben went up first, then my husband, Lyndon, and then another employee, or sorry, another contractor, I believe Tom. Sure. So, he just came in and said, Benny’s gone. And that just obviously changed the dynamics for everything once again. I just thought, wow, this can’t be happening. The doctors came in a few times to see how we were.

Again, we’re in this tiny room. And every time they’d come in, we’d ask, how’s Lyndon? And they’d just say, we don’t know. We’re still working on him. So, we had nothing. From around about 2: 00 till about 6: 00, no information. And at that stage, I had my mother, who lived about 13 hours away. And I just said to her, look, there’s been an incident. Lyndon’s in hospital. Don’t know anything else than that. And I’ll let you know. Once I hung up from her, it all became a blur. They came in at about six o’clock, I think it was. And they just said, the doctor sat down, and he said, look, Lyndon’s very sick. And at that stage, I guess looking back, you could call it a part of the denial stage. I was just sitting there going, okay, he’s sick, but it’s Lyndon. He’ll be right. He’ll be fine.

He’ll be fine.

He’ll be fine. And they’re like, no, he’s really sick. I know. He’ll be fine. It’s Lyndon. Nothing happens to Lyndon. So, I it was a bit of the denial stage, but it was also me trying to stay positive. I don’t know. I don’t really know what- Yeah, sure. They said, we’re just getting him settled and then you’ll be able to see him. So obviously he was in ICU. Just as they left the room, all the sirens, the codes, He went off. That was Lyndon. He was having another cardiac arrest. Again, it was some time before they came in. At around about seven o’clock, I believe we got to see him at night. And all I remember was going in and just seeing, obviously him in ICU with all the apparatus on. Very, very confronting. He wasn’t conscious, obviously. And they just said they were trying everything. I think they were on the phone to different countries, just trying to find out what to do. At about in the very early hours of the next morning, they pulled us aside and They basically had said, it’s only a matter of time before Lyndon arrests again, and we need, obviously, your approval to turn off the life support.

I remember my mother-in-law, she was beside me, and she was nodding her head as if that was her approval. So, I thought that’s what I needed to do. He’d I thought so hard, so long. I never thought that as a 32-year-old with two young kids having to make that decision, I would I don’t ever have to do that, but I obviously found myself doing that. So essentially early hours of the morning, he had lost his fight.

So sorry. 

Thank you. At that stage, again, it was all a blur. By the time we left the hospital, which wasn’t long after, the radio had already gotten hold that he’d passed. So, I remember feeling so blindsided by that. My kids didn’t No, like knew. And now it was just plastered all over the radio. Once we got back to my in-law’s place. They wouldn’t let me go home on my own, obviously. I remember my mother ringing me. She was at Sydney Airport. She was on her way down to see us. I remember my mom ringing me to see how Lyndon was. And obviously, I had to break the news to her then that he’d passed. And I think she thought I was joking. It was just…

Sure.

Mom then had to board the flight from Sydney to Aubrey while she was trying to process what she just heard. By about nine o’clock the next morning on the 25th of May, I had my girlfriend bring over my children. I said to her, you can’t take them to school.

Just throw it over.

And around about the same time, my mother turned up, my kids turned up. So, we were all together. And then, obviously, I had to break that news to my young children that their father wasn’t coming home and why he wasn’t coming home, which as a parent, that’s not something you could ever imagine having to do. I will never forget that experience. Basically, after that, the pieces of the story started coming together. So, my husband, also Ben, had gone up onto a tank. It was a scheduled three day shut at the work site, which I read. But everyone probably knows what a shut is in terms of mill operations, its maintenance, cleaning, all that That stuff for certain things. At this particular shot, the tank in question wasn’t being touched. The only reason something came up was because someone saw a crack in the tank, I believe, and then liquid running down the tank. So, Ben was sent up to investigate. As he got up, he was very, very soon after rendered unconscious. And then another colleague, Davin, who was extremely good friends with Lyndon and Ben, he had gone up, started, excuse me, started Excuse me.

Started to feel light-headed and then came down. He didn’t actually think anything of it because that was his first shift back from kidney surgery.

Right. So, he assumed it was a different reason, right?

Yeah. So, as he came back down, he radioed to Lyndon. So, Lyndon and Tom, I believe, were in the control room. And Lyndon was actually a trained first responder. Sure. Didn’t obviously help in this particular incident. But him He went up first, and then Tom followed him behind. Lyndon was rendered unconscious, and then Tom followed as well. At this stage, there was a lot of scrambling going around, trying to get bands up there to disperse, ventilation, all that thing. And Lyndon’s father had to be held back because he wanted to obviously go up.

Of course. Yeah.

To save his son, so they were holding him back. And then that’s when they worked out it was hydrogen sulfide. So, yeah, that’s basically the story of that. And then obviously the investigation had to start.

This episode of the Safety Guru podcast is brought to you by Propulo Consulting, the leading safety and safety culture advisory firm. Whether you are looking to assess your safety culture, develop strategies to level up your safety performance, introduce human performance capabilities, re-energize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo has you covered. Visit us at propulo.com.

In a case like this, there’s a lot, if we think back from a leadership standpoint, there’s a lot that can come up in terms of even understanding the risks that are present. What surprises me in the story is Hydrogen’s H2S is very dangerous as a chemical. Then my hope is it would be adequate training, there’d be adequate preparation. But it sounds multiple people went up, not necessarily fully realizing the risk in front of them. The other piece is if you have chemicals like this, normally you’d have detectors monitoring equipment. So that you have an early warning that something’s wrong before you actually go in, as opposed to observing a crack and something, a liquid falling or not dropping.

I think you’re exactly right in that once the investigation was completed, they obviously, as a company, they had multiple failings. We’re not talking about just two or three. We’re talking about- Sure. Multiple. One of those failings was the absence of the monitors. Another failing was where they actually went up was later deemed a confined space, but it wasn’t at the time.  

Right.

Yes, because apparently, I believe that their confined spaces were tanks, But, this area was above a tank. You had a ladder up on the side of the tank, and then up on the tank, I don’t believe they could stand fully, and then you had a concrete floor and equipment above that.

So insufficient ventilation.

No, it wasn’t sufficient ventilation. And that was obviously one of the things as well, which they didn’t have the ventilation there. So again, you look at that and see all of these filings. If they had those things in place, if they had had had the gas monitors, gas detectors, no one would have been up there or even training around the risks associated with a leak of… Because the first thing I remember you saying was, they spotted a crack but if you know that crack is on a tank that has a sizable risk associated with it, then you think there’d be a different process to follow.

Well, that’s exactly right. And not to mention as well that hydrogen sulfide is a byproduct of so many things, including pulp and paper manufacturing. So, it’s a known risk. They weren’t, I believe, they weren’t aware of those risks in this particular tank. They were aware that it could form in other areas of the mill. Sorry, of the company. But I don’t believe they actually knew that it could form where it did.

I think this is the part of my assumption is there were no prior events. I think there’s a It’s a misconception that safety is an absence of events, but safety is really the presence of safety, of controls, and proactively looking at what could go wrong. This is the type of thing where you may have no event around it, but it doesn’t mean until something happens that there wasn’t a risk.

Yes, exactly.

Now, is there anything else? There are quite a few things that were missed. Is there anything else from a leadership standpoint that we can take away? Because obviously for the audience, a lot of it is, how do I influence safety? One of the pieces that comes to me is really this element of how I proactively look out for risks that I may not be aware because nothing’s happened necessarily there. How do I build in that competency within my business? Anything else that came up from the investigation that you can share?

Look, obviously, the consequences of H2S where It wasn’t made clear. So, the training was inadequate. Sure. So, most workers were unaware of the fatal effects of the rotten egg gas on human life. And I believe in the incidents where H2 West is present or even has the potential to be present, it needs to be made there. The confined spaces. Everyone needs to have a look at their confined space and deem appropriate the confined space. The lack of risk assessments or conducting risk assessments in the plant, that was a huge failing. And also, another one was when somebody went to raise the alarm that an incident had happened, it was found that a siren wasn’t working. So, again, all of these things, if they were in place, and its maintenance, its training, it’s the crack in the tank had been there since about 2015, I believe. Why was it not maintained?

Oh, wow. So, it was just notice on that day, but it didn’t happen just then.

No, the crack in the tank had apparently been there. As I’ve heard, yes, had been there since 2015. So, it was an incident waiting to happen, and unfortunately, it was on this day that it happened. Yeah, I just… If they have all of their training and safety requirements in place, it wouldn’t have happened. Part of the investigation found that, obviously, they didn’t have the monitors, so they had to put those there. Sure. And then a second incident happened shortly after, where the levels of H2S, again, were extremely high. But thankfully, the monitors picked it up, so nobody was hurt. But again, it was still the presence was still there. If they had have had that simple gas monitor, whether it be an attached fitting or even a personal monitor, they wouldn’t have gone into that environment.

Ideally, both. They have redundancy. I think the redundancy is ideally where you’re trying to move to something on the person if you know there’s a presence and then something in the environment. So, you have a backup because the monitor could also fail.

Yeah, correct. Yes. And then they also had, we’re talking about extremely high levels of H2S, not just your regular. It can cause a little bit of confusion with your smell and everything else in a four-hour window at however many PPMs. We’re talking about upwards of 700 PPM into the thousands, I believe.

Oh, wow. When you speak to audiences around Lindam’s story, what are some of the messages that you help as well convey?

I suppose for me, it is about the real-life ramifications of a tragedy and a workplace incident, whether it be a fatality or a serious injury. To prioritize safety, to ensure that those workers can go home to their loved ones at the end of a shift and ensure that they feel safe in their working environment, that’s basically what I do. So, if you go to work as a worker, you have a right to come home. Absolutely. You have a right to a safety or a safe and healthy workplace.

Absolutely. 

I give the real-life consequences of what happens if you don’t take safety seriously.

And the ripple effects as well in terms of the people that are left behind, right?

Absolutely. Yes. And those ripple effects are gigantic. Not only on those particular days. So, Ben obviously passed on the 24th of May, Linda passed on the 25th of May. Tom had made a full recovery. But the other thing is the workers, they were a family at that work site because they work together so often. They work 12 hours shift. One particular employee took his life two weeks later as a result of feeling guilty. And let me tell you, it wasn’t his fault. It was all of those failings leading up to an event like that. So, we have We have three lives here that have been lost and one life that has been changed forever by an injury of that size. But all of the repercussions on the employees, the families, and the wider community, it’s huge. Absolutely.

Is there any message as well that you convey as part of those conversations, particularly around frontline team members and their role around safety as well?

Look, I think it’s not only the frontline team members. All of them, they have an obligation to make sure that their people are safe and every Everyone has an obligation. Even the employees have an obligation. I suppose for me, in our incident, Lyndon and Ben weren’t aware of what he was about to transpire.

No, it doesn’t sound like it.

Lyndon was one of the most safety-conscious people I know. He took safety so seriously. If he knew that he would have actually put on the appropriate PPE or anything like that.

But- He was the first responder. He was trying to go and help somebody. So, he’s trying to do the right thing.

Yeah. So really, again, for the frontline people, it’s the training and the risk assessments that need to be conducted for the employees. If something doesn’t work properly, be it a PowerPoint, well, report that and get it fixed because that PowerPoint may, in the future, be something that could save someone’s life, like sticking a fan.

But you also have to create the environment for that to occur. I agree with you. Absolutely. We’ve got to speak up, stop work, bring those pieces. But there’s also a leadership responsibility in terms of how I create and foster an environment where people feel safe to do that because it’s not straightforward to stop work to challenge. Also to talk about risk, to introduce those regular conversations. To me, that’s a very key part of leading for safety.

Correct. Yes. I believe you have to be aware of your risk. As a leader, you are You’re basically the guide for everybody else. Everyone’s looking to you for that experience. So, you need to prove that you’re able to do that job. As a leader, talk to your people, your employees, your team about the safety. Have you seen safety risks, or have you seen something that you may think it’s unsafe? Give them the opportunity to speak up without the fear of consequences.

A hundred percent, right. And to be looking up for things. So, if this tank had a problem for years, or at least for a period of time, you want to make sure that people raise those issues, that you’re surfacing them so that you become aware of those risks so you can then drive the proactive maintenance. So, all of these pieces require a high level of engagement across the plant.

Absolutely, yes.

Jacqueline, I really appreciate you sharing Lindon’s story. I appreciate that you’re continuing to invest in trying to make a difference in the safety space through the sharing of his tragic event. I’m very sorry for your loss. If somebody wants to get in touch with you, what’s the best way for them to do that?

They can go to my website, which is Jacquelinequinlivan.com.au. They can also find me on LinkedIn, Jacqueline or Jacci, J-A-C-C-I, Quinlivan.

Excellent. Thank you so much for joining me today on the show.

Thank you so much, Eric. I really enjoyed it.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

In the aftermath of a heartbreaking loss, Jacci Quinlivan, a young widow with two children, embarked on a journey fuelled by a promise to her late husband. Her unwavering commitment to pursue justice, ensuring accountability, and championing transformation reforms is rooted in a personal vow to prevent others from enduring similar pain. 

Jacci’s moving story strikes a chord whilst reshaping perspectives on workplace safety. Through her poignant narrative, she aims to spark essential conversations with organisations and individuals alike. Her goal is to promote a proactive stance on safety whilst acknowledging the lasting repercussions of such tragedy on individuals and communities. 

For more information: https://jacquelinequinlivan.com.au/

LinkedIn: Jacqueline (Jacci) Quinlivan 

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A Survivor’s Journey: Safety Lessons from the Miracle on the Hudson with Dave Sanderson

A Survivor's Journey: Safety Lessons from the Miracle on the Hudson

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In this unforgettable episode of The Safety Guru, we’re joined by Dave Sanderson, a survivor of US Airways Flight 1549, widely known as The Miracle on the Hudson. Dave takes us behind the scenes of that extraordinary day in 2009, when the plane crash-landed into the freezing Hudson River and every passenger made it out alive. He shares what it truly means to step up under pressure and help others stay safe in urgent, high-stakes situations. Through his gripping firsthand account, Dave shares life-saving safety lessons and emphasizes the power of clear communication, leading with intention, and practical strategies for managing your mind under pressure. He explains why casual leads to casualty, emphasizing that pattern recognition, quick decision-making, situational awareness, and decisive action can make all the difference when every second counts. Tune in to gain powerful lessons learned from the Miracle on the Hudson and pivotal insights that extend far beyond the cabin of an aircraft.

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe, yet productive operations. For those companies, safety is an investment, not a cost for the C-suite. It’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy success story begins now.

Hi, and welcome to the Safety Guru. Today, I’m very excited to have with me Dave Sanderson. He was a last passenger on the Miracle of the Hudson. He’s an author of four books and also a publisher of a magazine called Moments. Dave, welcome to the show. Very excited to have you with me.

Eric, thank you for having me today.

Let’s start with your background and how you got into the plane, essentially, the Miracle in the Hudson.

Well, thank you very much. Yes, for over 37 years, I was a sales producer for many different companies. You’re in sales and you travel a lot. That year, in 2009, 2008, I was with a company by the name of Oracle. I was in charge of what’s called consumer packaged goods in the Southeast. I was working with companies who made things, distributed things, and retail things. That the week happened during the Miracle on the Hudson, it was the end of a three-day business trip because we started in Florida early that week on Tuesday. That Wednesday, we worked in a manufacturing plant in Petersburg, Virginia. Then we went to New York City because the next day, we were working in Brooklyn at a distribution center. Now, I don’t know if anybody here has ever been or even worked inside of a distribution center, but they always open up very early because the trucks need to get going for their shipment. We were doing systems checks that day on the third day of that trip. We got in there early because we wanted to see how all this stuff was working. We started our day about five o’clock, so we got done about 10: 00.

I was excited because I gave me the opportunity to go home early because my traditional strategy because in business, you never know how things are going to shake out during the day, was always book the last flight out.

Being there many times.

Yeah. But now I get a chance to go home early. I called her Travel agent, worked with her, and she put me on US Airways flight 1549, the Miracle of the Hudson. I wasn’t supposed to be on that flight. That’s how I got on the plane that day. I gave up a first-class seat at five o’clock, received 15A on flight 1549 on January 15th.

Tell me a little bit about that experience. Obviously, it’s well known in terms of what happened on the Miracle of the Hudson, but maybe walk me through the early few minutes, and we’ll then get to some of the main the lessons that you took from it.

Sure. Thank you. I think a lot of people, not most of you know the public story of what happened. But there is a private story. There’s a back story, too. I always tell people the back story is usually more interesting than the real story. On my case, I was in C15A. When I heard the explosion, I never heard anything on a plane like that before. That woke me up because, Kaylee, I wasn’t paying attention. I tell people I was not paying attention. I didn’t know where those exits were, read the brochures, never pay attention to the flight. I didn’t because I knew everything.

You’ve done it many times.

Yeah, it flies a lot, no big deal. But then when I heard the explosion, I looked out the window because I was in a window seat. I saw fire coming out of the left wing. So, I knew something had happened. But when you fly a Swad, Eric and I were talking about, you used to travel a lot. Likewise, planes lose engines. There are always at least two engines on a plane.

Yeah, I’ve had multiple times single bird strike, not multiple times dual.

No big deal, right? Got another engine. We’re going to go back. I’m not getting home early, but at least we’re going back. That’s what made this one of the most amazing things is because that double bird strike took out both engines at the exact same second. I tell people one of the amazing things about that experience is we all heard this one explosion. Because I believe, it might be my belief, and other people might have different beliefs, we would have heard boom, boom. Then you’re over New York City, you may have a I have a different opinion on what’s going on. I think everybody is like, okay, we’re just going to go back to the airport. But as we started banking, I looked out the window and the skyline of Manhattan was right out my window. I had never seen that version of the skyline. I mean, I was right there. We were about to going down at the highest building. We were going right by. I’m like, wow, never seen this one before. Then I looked out the window a little bit, see where we’re going. All of a sudden, all I see was water and a bridge.

I’m like, never seen that one before. No. Those two things are starting to wake me up a little bit. I was like, okay, something’s going on that I wasn’t aware of. And then that’s when you hear the only words the captain said all day, this is your captain, Brace for Impact. And when you hear the word, Brace for Impact, you know something’s going on. That’s something you never heard on a plane, unless something’s going to happen pretty quickly. So that’s the one who really got my attention. I think everybody else’s attention, likewise.

And so, you went above and beyond that day because you were the last passenger, 15 A, is very close to the emergency exit over wing. Tell me a little bit about what happened because you did some pretty heroic things on that day.

Well, thank you. I think everybody really stepped up. I tell people, one of the things I grew up playing sports and athletics. When in sports, going into a game, we always had a game plan. We always had a game plan. My thought was, once I knew what was going on, once he said those words, If I survive this, which Dylan didn’t know whether we’re going to survive it or not, but if I do, I better have a game plan to get the heck out of here. My game plan was aisle up out. I’ve known with all my training; I was head of security for Tony Robbins for over 10 years. He was one of my mentors. I had proximity. I learned all these things. Now I’m putting him into practice. Because one of the things he teaches about, you say it enough in your head, writing grains in your body. I ended up saying, aisle up out, up, aisle up, aisle up, aisle up, in my head. So, if that moment came, I was ready to execute. So now we crash land. And the captain says he was roughly 120, 125 miles an hour when we hit.

That’s how hard it hit it was. So, it was a jarring hit. And I went back to my seat and up in my seat. And then I came up and I opened my eyes. I saw a light at the window, so I knew I had a shot. But now you’re the real problem start. Now you got water coming in this plane, and it’s rushing into this plane. Where I was, it was about knee deep already. As soon as I looked down, it was knee deep. But now you got to go. Then the picture most people remember, Eric, is the people standing on the wings. You always say, how did that happen so quick? Well, one of the greatest lessons out of this, and I think part of being in, we talk about safety, is if you’re working in safety, you have to get resourceful. You have to be resourceful. I think that was one of the greatest lessons that came out of this. Because what happened was when I saw people walking down in the seats to get out of the plane, that gave me a new metaphor, a new lesson. It’s like, when you think you only have one way to get something done, aisle.

That was the only aisle. That That’s the only thing I thought about was aisle, right? Ail up out, right? Right. All of a sudden, you see other people doing other things to get resourceful very quickly. When you get resourceful, other options and choices come into play. Sure. So, it lessens the risk. But now, it wasn’t my game plan. My game plan was aisle up out. I got to the aisle. Okay, now I’ve executed point one. I got to the aisle, now I’m going up and out. But when that happened, something changed that moment for me because when I hit the aisle, all of a sudden in the back of my head, I heard my mom start talking to me. My mom passed away in 1997, but there was something she would tell me when I was a kid. It just all of a sudden, I heard her tell me, it’s like, if you do the right thing, God will take care of you. The right thing for me was you take care of other people first. Sure. Because at that moment, I knew I was okay. I was alive, but is anybody in the back of the plane alive?

Instead of going up and out, I climbed over the seats to go towards the back of the plane. I got to the back of the plane. Things were moving pretty well. People were moving because water back there is about chest level deep.

Yeah, because it was slipping.

See, the angle you don’t see, right? You don’t see is the plane is actually like this. It’s not like this. It’s like this. The impact of the plane is underwater. I got behind the last person. And the impact, if you saw the plane impacted the Hudson River, it was a backside. It hit first, which took the brunt of the impact, which meant the bins had broken open, which means the luggage is floating in the water. You got to remember, look at the timing of this. This is approximately 3: 27 to 3: 30 in the afternoon on January 15th, when all this is breaking loose. Late afternoon, New York winters. It means it’s getting dark. So now you got darkness, water, loggie’s, a whole bunch of things. So, I got behind the last person, and I was just making my way out. And I looked at the right, I got to 10: 00 F. Like, Man, I am out of here. There’s light, there’s a door, I am out. And then I started to get out the door like everybody else, and I looked up, and there was no room on that wing for me.

And there was no room on the boat. So that’s why I was in the plane for seven minutes, way steep in 36-degree water. But people are already being rescued just a couple of minutes. That’s what part All part of the miracle. The first response was we’re there. But now you got to manage… There’s a lot of things you got to manage now. You got to manage your mind. You got to manage other people’s minds and states. Because what happened at that point, a couple of minutes later, I looked out the wing and something caught my eye. It was a lady, and she just wasn’t moving. She wasn’t moving. Now, all the training that I’ve had when I was in a security, primarily with Tony, is when you have somebody in that state of mind where they’re just shocked, they don’t know what to do, they don’t do anything, you got to do something to break them out of that shock because now you got to move quick. I mean, you got people stay on a wing, it’s 36 degrees water, it’s 11 degrees air temperature, and you’re not moving, and that means everybody behind you is not moving.

All I did was yell at her. I had to break her, so I started yelling at her. I got her attention. Somebody grabbed her arm and pulled her on the lifeboat. All of a sudden, you see people walking down a wing. When we talk about safety and risk and things like that. When you find somebody that state of mind, especially when you’re in a situation where you have to do something. I mean, in business, it happens all the time. I’ve been in a means where people just get stalled because they don’t know what to do. The way the world is moving right now, Eric, is so fast. You have to be able to make a decision and go. If you’re not doing that, you’d be able to help somebody be able to do that quickly because it could not only cost time and money, potentially somebody’s health. That’s what was going on the right side of the plane because another part of the equation that doesn’t get talked about, we talked about the back story. The flight attendant who was supposed to manage that door at 10F got injured. She had a piece of metal slicing her leg.

She went up at the first class exit on the left. The right side of the plane had to be managed by people like me who had zero training.

Sure.

I had no training on how to manage a board during a plane crash, which gives you another point of reference that you don’t have to know everything about something. But if you can lead people and you can influence people and you can give direction, and most importantly, give certainty in uncertain times. That’s when you become a leader, and that’s when you become a leader. That’s how you manage the risk of a situation, as you have somebody who can step up and give certainty to people in uncertain times. I think that’s what I was able to do. All I was able to give certainty because I had to manage a door, which I had no experience in doing that. I didn’t go to school for that, right. But it doesn’t matter. One of the lessons learned, Eric, is in a leadership, when you get in a situation, step up and lead. Just step up and lead. Give certainty to people because the person with the most certainty in uncertain times is the leader. It doesn’t have to be the CEO. It could be the janitor. If that janitor is giving you certainty to be able to do what you need to do, you’re going to look to that person.

Now, you’re the leader, and they’re looking for you to manage the risk of what’s going on.

Right. So, let’s capture some of those key lessons from the event. You just started by saying, Leader to step up. Tell me about some of the big takeaway lessons you took from this event.

This episode of the Safety Guru podcast is brought to you by Propulo Consulting, the leading safety and safety culture advisory firm. Whether you are looking to assess your safety culture, develop strategies to level up your safety performance, introduce human performance capabilities, re-energize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo has you covered. Visit us at propulo.com.

Yeah, there’s so many lessons. I mean, there’s communication lessons that I talk about being able to communicate effectively. I’ll even use the example of the captain. All he said is, this is your captain, Brice for Impact. He didn’t go along with big, long soliloquy about, this is what’s going on, and there’s a river. He said exactly what he had to do in the most succinct way. As a leader, in stepping up, you have to be able to communicate effectively, succinctly to people. That’s one of the big lessons that came out of this. One of the big lessons that came out. It was later on. One of the opportunities when I get to speak around the world, I got invited to speak at NASA’s Safety Day at Kate Fina.

Now, to me, that was one of the biggest experiences of my life because I grew up in the ’60s, where space was everything, man. I mean, these guys are going to the moon. They shut down class to watch these space launches. I mean, it was amazing, right? Sure. Nasa asked me to be their keynote speaker on Safety Day. There’s a negotiation that goes on, and normally that negotiation is money. For me, it wasn’t money. I want to be an astronaut for a day. They gave me a little bit of money to basically cover my expenses. But the agreement was, after I get done speaking, Dave’s going to be an astronaut for the afternoon.

Sounds fun.

I did three talks for all the three shifts. I did all the three talks. Now it’s time for Dave to be an astronaut. The first stop we Eric, was in a room at Cape Canaveral. It’s a sacred room with the remains of the space shuttle Columbia. That’s the space shuttle that went down with the teacher, Mr. McAuliffe. There’s one person who basically owns that room. The first stop was to really understand, look at that situation, how does something like this happen? Well, we get there, and the gentleman who owns that room wanted to talk to me about my experience, and I wanted to talk to him about this experience. But he said something to me, which was obvious I’m eye-opening, and I tell this story every time I speak because it’s so powerful about safety. He looked at me and said, Listen, he said, If Apollo 1 doesn’t happen, we don’t go to the moon. Now, I don’t know if anybody here remembers Apollo 1. I’m old enough to remember it. It’s when the three astronauts burned up on Apollo 1 in testing. At first, I was like, I don’t understand. What do you mean?

He goes, Listen, you got to remember, in the ’60s, everybody loved us. We had more money we knew what to do with. We could do anything. We got casual. That casual is led to casualty. Instead, if this happens out in outer space, we don’t go to the moon. They stop it. We don’t go to the moon. When he said casuals leads to casualties, Eric, I’m like, this is brilliant. When it comes to managing risk and safety, this is it right here. You cannot be casual with anything because if you go back, I don’t know if anybody remembers Columbia, but it was all about the O-ring. The O-ring. They forgot to check on the O-ring, which caused the explosion, which caused everything else. It’s not casual again. In your business and in life, let’s think if you can’t get casual with your money because what happens? You go broke. You can get casual with the way your health is. You get overweight or even worse. If you get casual with your clients. What happens? They go someplace else. Part of safety and risk is You got to be able to not be casual with anything.

That was one of the greatest lessons. When you’re looking at the things you’re doing in your world, ask yourself, are you being casual? Is it I’m just going through the motions? Or is this, Do I have intention? Do I have an intention My attention is when you lower the risk and hopefully improve the safety. Another thing I learned, and it happened on the miracle on the Hudson, and it’s happened ever since, this process saved lives. What I mean by that is you better have a process, a game plan, everything. That day, the captain, the first officer, went through their checklist. Now, the first officer gets all the credit because he had to take that book of thousands of pages and get it down to, okay, what do we have to do? The must, right? Yeah. The must. The first officer, I give Jeff Skiles all the credit for that. The captain gets all the credit for getting it down. Skiles gets your credit for doing the process.

Sure.

And the flight crew had a process. Likewise, he all manned their doors except the one we were at because she got injured. We’re still in business in life. If you have a process how to manage your money, you have a process for your relationship with your wife or spouse. You better have a game plan. So, when I go into something, like I mentioned, I’m going to have to speak here three times in the next five days, I’ve got a game plan for every one of these. I’ve got a little book over here, and I still have a book where I write down my game plan. Because I understand process saves lives. Process saves lives. That’s absolutely the one. I’ll leave you with one of the last ones. I had the opportunity years ago to escort a guy by the name of General Norman Swartz off when I was in it. I don’t know if you’ve ever been around a four-star general. It’s very intimidating. I’m sure. This dude won a war in 69 days, man. The guy has actually done it, right? A lot of people talk the big game. He’s actually done the big game, right?

I have 40 minutes of transporting him, and I had an opportunity to… You don’t talk to a four-star gentleman, but I ask him a couple of questions. One of the questions he told me, it was the difference between being a manager and a leader. It was something I remember this day. This is going back to 2000 when this happened, right? For 2011, 2000. He said, Listen, remember this, 5 plus 15 is greater than 15 plus 5. I’m sitting there going, I don’t get it. He goes, Listen. He goes; he’s not talking military terms. I’m going to talk military terms. He said, as a general, I’ve got my colonels, right? The way I do my thing, if I’m a general or a leader, I’m going to give the mission to somebody and give them five. They can ask me anything they want, but then they’ve got to figure out how the game plan is. He says, But the difference between a general lieutenant, lieutenant will say, Give people. Here’s the mission. This is how I want it done. This is when it’s got to be done, where it’s got to be done. They’ll give people five minutes to ask them questions.

They’ll tell them how to do it because that’s the difference. If you’re a leader, you give If you give them the mission. They can always come to you, right? Right. But if you give them the mission, they are responsible and accountable to get it done, right? They’ll put it in their game on how it’s done, get it done. Where a manager or a lieutenant will tell you exactly everything how they want it done because it’s all about them.

Sure.

So, 5 plus 15 is greater than 15 plus 5. One of the greatest lessons I learned about you from General Normal Score golf that day. There’s a lot of lessons like this that I’ve learned. It helped me not only grow, but also, like I talk about a lot, you heard me say this, manage my risk. Right. Manage risk. And as a leader, I want to help people manage risk, right?

And so, I love your example, the casual leads to casualty. I remember when we first spoke, you also talked about high velocity decision making and some of the elements around pattern recognition. Tell me a little bit more because I thought those were also quite interesting.

Yeah. And that’s one of the things I talk about. Being able to make decisions quickly Because like we talked about, the world’s moving so quick right now. The competitive advantage we all have is speed is your competitive advantage. You got to be able to make a decision. See, most people can’t make a decision because they don’t want it. They’re afraid to make the wrong decision. Then if you see these leaders are out there now, these innovators, these entrepreneurs, I mean, Jeff Bezos and Elon Musk, they made decisions and just went with them. Because what they understand is this, and I truly believe this, you only got to be 80% of it right. And if you find out, you go out and drive something that doesn’t work, you try it again, you try it again. Where then you look at a company like a Boeing who’s very slow and pedantic because they don’t want to make a mistake, and they never get anything done. They never get anything done. So, remember, be able to make a decision. I think it was one of the greatest lessons my mom and dad taught me. When we were kids, I have not been as good as my kids as my mom and dad were with me.  

Because my mom and dad always made all their kids make a decision, and you had consequences. So, you learn how to make a decision and then bounce back. So, speed is your competitive advantage. And the next thing we talk about, we talk about is pattern recognition, because the skillset that leaders are looking for now, it was really two skillsets we’re looking for. Creativity, right? They want somebody who’s creative. Give me something different. Give me something unique. And as Tony told me, what he looks for in a leader is the ability to anticipate. See where this before it’s going. And that’s why he actually chose me as a head of security, because he saw me in action, how I can anticipate. How do you anticipate? There’s a lot of ways to learn how to anticipate. But the one thing, very easy one is doing it through modalities, visually, auditory, kinaesthetically. If you can understand how somebody communicates either visually, through auditory or through kinaesthetically, you can anticipate the next thing they’re going to actually do. I learned that trick because as you’re in security and you’re looking at people and watching patterns of people, and you can see if there are they listening or are they watching or are they really into themselves kinaesthetically, you can anticipate how they’re going to respond to things.

When I’m working with somebody, one of the first things I do is understand what modality you reside in so I can anticipate how I’m going to be able to communicate with you most effectively. The ability to anticipate, I think, is a key, and do that through pattern recognition.

Last but not least, you talked about how to manage risk. You also talk about when you speak to audiences, how you manage your mind. Tell me a little bit more on that.

Yeah, managing your mind, it all starts with that. That’s what happened that day on the Miracle in the Hudson. The people always say, were people screaming and losing? I’m like, No. The term I used that day with Katie Kedrick on CBS News was, it was controlled chaos, where things were happening really quick, but no one lost it. The way I learned, and I implemented that day, and I think the captain did the same thing, is through the managing one, three ways how you manage this, how you manage your mind. Through your physiology, how you conduct your body, through the words you say to yourself, and third, what you focus on. If you want to manage how to manage your mind, you do one or three of these things. The fastest way is way to move your body because that changes the way your whole body reacts. But when you’re on a plane going down a plane crash, you don’t get up and jump up and down and get your body going. So, I had to actually do it through the words I said to myself and the questions. I asked myself different questions to keep my mind.

Like I said, I’ll up out, I’ll up out. I had to ask myself to keep my mind in asking different things. Now, the captain, on the other hand, he said this publicly, so it’s public knowledge. He had to focus. I’ve heard him say this, and I even ask him this question once. It’s like, were you praying when you were going to the night? 140, 54 other people praying for me. He had to focus. All There’s three ways to manage your mind. Through your physiology, the words you say to yourself, your internal dialog, as they would say, and/or what you focus on. You can change your state of how you go about things immediately doing one of those three things. That’s what happened that day on the plane, and that’s how leaders do it. They immediately be able to go use whatever technique they’re going to use. You might see a batterer going up to the batterer plane. All they’re doing is using physiology to get themselves in the state they’re hit, right? Sure. Or in football, where they’re banging each other on the shoulder pads, right? So, everybody’s got a pattern, all right? You got a pattern.

Is your physiology? Is yours the way you talk to yourself, internal dialog, or is it how you focus. If you understand how, you can turn yourself on and put yourself in the right state, you go in that right state, you can accomplish anything. Because it comes down to one thing, Eric, and we’ll leave with this. If you have a strategy, you can do anything. See, what I try to do is help people understand strategies. That’s what I try to do through these things we talked about, pattern, regulation. If I can help somebody build a strategy, we can get your outcome. This is what I do. I coach people and I work with companies. All I need to know is what your outcome is, and I can show you how to get the strategy on how to do that because you’re not the first person to ever do it.

Right. Phenomenal story, great learnings and takeaways from the American Hudson, and also your Cape Canaveral story. I think very good, powerful lessons because I like your casual leads to casualty. I think that is very visible at NASA, but in many other organizations as well when you start getting too casual of things. You speak to a lot of different audiences. Tell me a little bit more about your speaking as well as how somebody could reach out to you.

Well, thank you. I have the opportunity. I’m very blessed to not only speak at many companies, but I speak at a lot of safety days, as you can talk about, I’ve done Exxon, BP Mobile, Novelis, PG&E out West Coast. And the reason why is because I can relate a situation where safety and risk management had to be maintained, but in a chaotic situation. So that’s something I do. I’m very honored this year, Eric. I’m actually producing my own event in Charlotte in November, where I’m really actually taking people to two days, teaching them all these things, going deep into this. Because what I talk about now is what I really focused on, because it happened the day after the miracle on the Hudson, is I figured the day after the miracle on the Hudson that I did not have freedom of time. My company owned my time. I didn’t have freedom of money. They were capping my money. I didn’t have freedom of mission because I was working for somebody else’s mission. Sure. And I didn’t have freedom of relationships because my boss asked me to go to Michigan now next week. He didn’t even care I went through a plane crash.

What? He didn’t care. So not that the company didn’t care, but he didn’t care. So, I knew I didn’t have those four freedoms. And I truly believe everyone who’s listening to this, and you and me, we all want those four things, freedom of time, money, relationships, and mission. So, this is what I do to help people. So, everything we’re talking about today, I’m very blessed to be able in November, November 13th and 14th, be able to… I’m reducing my first event to show people how to do this. Live in a person, and we’re actually going to do a fire walk, too. So, if you’re a little afraid to do this, we’re going to show you how to break through that fear by doing a fire walk. So that’s… You just go out to Dave Sanderson on LinkedIn, check it out. And we’d be honored for you to come with us in November because it’s going to be a heck of an event.

Excellent. So, Dave Sanderson on LinkedIn.

Thank you. Yeah, very easy.

Thank you so much for sharing your story. Thank you on that day for going above and beyond in terms of trying to make sure everybody got out safely on an event that started out as a normal day, as you said, and turned into something that had never been experienced before.

Thank you very much.

Thank you.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

Dave Sanderson is a nationally recognized leadership speaker, accomplished author, and inspirational survivor of what is known as “The Miracle on the Hudson.” As the last passenger off US Airways Flight 1549, which had to ditch into the river, he took the lessons he learned from that profound experience in the frigid water and emerged from the wreckage with a mission to encourage others to do the right thing and share coping skills to address any adversity they may face.

Dave is now convinced that everyone has their own defining moment, whether it be personal or professional, but that most people don’t know how to take that first step to find opportunities out of their own uncertainty. He now travels the globe on a personal mission to share his life lessons, show the importance of not only setting goals but also achieving them, and share his passion for helping others who are longing for connection and community. So many people don’t have a mentor or their own “board of directors,” so Dave now works with people of all ages to help them decide what their personal “life” brand will look like going forward.

Named one of Inc.com’s Top 100 Leadership speakers, Dave travels the world to share his inspirational leadership lessons and has raised over $14.8M USD for the American Red Cross over the last ten years through his talks.

He lives in Charlotte, NC, with Terri, his wife of 37 years, and has four children who were very happy their father came home that day.

For more information: https://davesandersonspeaks.com/

Contact information: [email protected]

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Why Systems Thinking Matters for Safety with Dr Paul Salmon

Why Systems Thinking Matters for Safety with Dr. Paul Salmon

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ABOUT THE EPISODE

Join us on The Safety Guru for a thought-provoking conversation with Dr Paul Salmon, professor and seasoned expert in applied human factors and systems science research. In this insightful episode, Paul breaks down how interconnected systems and both direct and indirect decision-making impact safety outcomes, and how every individual plays a role. He also explains the difference between the old and new views of safety, sharing real-world examples to deepen our understanding of complex systems. Discover why systems thinking matters for safety and learn how to apply it across your organization with practical, actionable strategies. Don’t miss this powerful episode!

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe, yet productive operations. For those companies, safety is an investment, not a cost for the C-suite. It’s a real topic of daily focus. This is the Safety Guru with your host, Eric Michrowski, a globally recognized ops and safety guru, public speaker and author. Are you ready to leave a safety legacy? Your legacy success story begins now. 

Hi, and welcome to the Safety Guru. Today, I’m very excited to have with me Professor Paul Sammon. He’s from the University of Sunshine Coast. Paul, welcome to the show. Very excited to have you with me.

Hi, Eric. It’s great to be here. Thanks for having me.

Why don’t we get started with how you got into safety and some of your background because it’s quite fascinating.

Yeah, sure. It’s quite an interesting journey to where I am now. I’m a professor of human factors at the moment who doing a lot of safety work, but I actually started out life as a sports scientist. I did an undergraduate degree in sports science. During my studies there, I had access to things like Anthropometrics, and I became interested in football boot design. I knew about physical ergonomics and things that. And at the end of the degree, I saw a master’s degree in applied Ergonomics being advertised. I’d heard of ergonomics, and I was quite interested in doing further studies. I thought that would be interesting. So, I applied for that. And on that master’s degree, there was a module around accident causation investigation. And so, we did a case study. I remember it very clearly. It was on the Herald of Free enterprise, the Brugger disaster, where a roll-on-roll-off ferry capsized just after leaving Port and killing a number of people and crew. And we did a case study on that. We were exposed to reasons, Swiss cheese model, and I just I’m completely fascinated in accident causation and disasters and went from there, really. So that’s where it all started for me.

From sports science, football boot design through to major incidents.

Quite diverse set A lot of experiences, but it is the whole Swiss cheese and all that is incredibly fascinating from a safety standpoint. Which gets me to speak about one of the most critical parts that we’re starting to finally embrace in safety is really the systems thinking. Can you tell me a little bit more around why systems thinking is so critical to safety and maybe how you move to that perspective? 

Yeah, I mean, look, I think the movement to that perspective is another interesting story, so maybe I’ll talk about that first. Sure. After the master’s degree, I worked on a project with Professor Neville Stanton and Professor Don Harris, Brunell University and Cranfield University at the time. We were developing a human error, what’s called a human error identification technique. It was specifically for identifying potential pilot errors in cockpit certification processes. Sure. Through that, I was to things like reasons, generic error modeling system, Barry Kerwin’s work on human error identification, Sydney Decker’s work on the old and new views, and then methods like Sherpa, Tracer, and CREEM. So, I was I was working in the space of human error. I guess reading around all of that work, I became exposed to different models of error, different models of failure, and things like Rasmussen’s Risk Management Framework, Perro’s Normal Accident Theory, and so on. And I started, towards the end of that project, I started to get this idea that focusing on errors alone is actually quite misleading. And I became interested in what Factors are actually influencing people to make errors. And so, I started to really look at those systems issues.

But the real incident that really got me firmly into systems I was thinking was that I then was working in defense research. And so, I was asked to look at an incident which was a fratricide or blue on blue or friendly fire incident that you might call it, where UK tank had fired upon one of its own tanks, killing two crew members, and I think severely injuring another two. And what I found really interesting in this case was that no matter how you looked at the incident or no matter what analysis method you used, the decision to fire at the target always made sense. So, I couldn’t find any errors. The system was actually behaving exactly as it should, given the circumstances. And so, I started to question, is human Is there actually a real thing, or is it just a label that we’ve put on performance variability where factors across the system are interacting to influence behavior? And from then, I just really immerse myself in the models, the methods, and started applying them in all different contexts.

Interesting.

Yeah. And I think the reason why it is so critical as an approach is that it lets you actually understand what is driving behavior Rather than just looking at a behavior in of itself or a behavioral issue like human error or loss of situation awareness, it lets you understand all of the things across a broader socio-technical system that interacted to create that behavior. I think when you do that, you really get a very different understanding of why something happened in the way that it did.

Are you able to expand on why those decisions in that incident you mentioned all made sense? To give a bit of an illustration of… Because I think most people think there’s obviously somebody who made a mistake, and so it’s very easy to get to that. I don’t know if you’re able to share a little bit about the background that provides context where these decisions made sense.

Yeah, sure. In the circumstance, if we look at the decision to fire upon the target, I think there was a thermal signature that was representative of an enemy coming out of a weapons bunker. So, the signals being provided by the technology were that it was enemy. I think in the planning of the incident, there was no information given to the people involved that there would be other friendly forces in that area of the boundary. So, there was no prior communication around that. So, they were basically going through a process that had been gone through many times. They were getting the information that was telling them that there’s enemy, and the response to that in that circumstance was to fire upon the enemy. So whatever way you look at that, you can say the decision to fire is an error in hindsight. But actually, at the point in time, the decision to fire made perfect sense to the person who made it, given all of the information, all of the training, all of the planning, all of the things in the system that were present, that actually made sense to the individual. I think that’s one of the key aspects of systems thinking is rather than try to label something as a mistake or an error, what you’re actually doing is you’re saying, Well, why did this action make sense to the person that made it at the time?

Often you find that actually it’s not an error. They’re actually doing what is expected.

I think that ties in to touched on it a little bit before, but the view, old view versus new view of safety. Can you share a little bit more in terms of what it means, I think, to a lot of safety professionals, very common language, but it’s still fairly new in some circles in terms of the points of difference between this old view and new view?

Yeah, sure. The old view really is this idea that when systems fail, it’s typically caused by humans that have made an error or a mistake of some sort. It’s a view really that systems are really well designed. They fail because of unreliable or erratic human beings who make some error. Really the way to make systems safe is to use things like training, procedures, or appraisals to restrict human behavior so that they don’t make any errors. It takes this view, this interesting view that systems are really well designed, and its only unreliable people that break them. And the new view is very different. So, the new view actually says that actually systems are highly complex. They comprise humans interacting with things and technologies. They’re very brutal. They’re very prone to failure. Actually, humans are the glue that are keeping these systems together. And so when systems do fail, what instead we should be doing is going, what Sydney Decker says, go up and out into the broader system rather than down and in to the human in the decision and go up and out into the broader system and try and understand how all of the components interacted to get to the point of an error.

So why did the decision that we’re calling an error with hindsight makes sense to the person who made it at the time. Sure. Then in response to that, rather than these ideas of restricting human behavior through procedures, which paradoxically make the system far more complex and even more prone to failure, we need to understand what leverage points there are in the system. What is actually influencing behavior and what leverage points can we target with interventions that will actually influence behavior in a positive way? 

When you mentioned in the old view, you bring up basically systems are well-designed, but those systems are well-designed by humans that have been themselves in an area imperfect. That’s right. You can’t design a system that’s perfect.

Absolutely. I think everybody can reflect on their own occupations and say that systems are just not well-designed. They’re complex. They’re layered with processes that don’t work together. I think we’ve all experienced systems that don’t work particularly well.

I think there’s also quite a bit of arguments to say that systems have become much more complex as you start layering technologies, as you start layering specialization. The examples I’ve heard was even if you go back in history, for a doctor, you will need one specialist for a particular operation. Now, you need a whole team of experts. If it’s, for example, cancer treatment, even when you’re building a used to be a very simple design, but now you have lots of specialized expertise that are building it that all speak different languages.

That’s right. That’s absolutely right. I was presenting only the other day on AI safety and Liz Anne Bainbridge’s paper on the Ironies of Automation, which is, I think, was published in 1983. She talked about how introducing advanced technologies basically makes systems far more complex and brutal and more prone to failure. We’ve known about this for many years, and we can see it happening right now with AI, for example.

I think even I’m going to touch on aviation when you touch on the elements. If you think about the Air France crashes many moons ago, you had a system that was sending all sorts of alerts. You’re on autopilot, so you’re expecting things to be normal, and suddenly things go wrong. Even the 737 max, you have the system failing, and you’re hoping this human can figure a solution to something they’ve not been trained to.

Yeah, Air France 447 is a really great example of system syncing, and we use that a lot in our teachings and lecturing’s, just about the idea around why the action made sense to the individuals at the time. There are points in that unfolding scenario where the pilots, I think, don’t even know if they’re going up or down. The messages that they’re getting from the system are just not assisting them in any way, really.

You’ve got seconds to make decisions, and you’ve not been trained for the system failing around you. Same with the 737 max, where the autopilot was kicking and doing things that nobody could understand how to take off.

That’s right.

Absolutely. This view of systems thinking, I think, is one thing to understand the impact. I think more and more people are starting to realize the impact of the system and starting to bring a lot. But it’s a lot more complex in many ways because it’s very easy to blame the person who made a mistake. When you’re trying to do it proactively from a systems thinking standpoint, there’s a lot of decisions people that are, in some cases, unrelated to the work being performed that are in head offices that make decisions that ultimately impact the system. What are some of the ways that an organization can start looking at really driving this shift towards systems thinking?

Yeah, that’s a really interesting question. I think based on the experiences we’ve had. The first thing is there’s really an education piece. I think there’s an education piece where you have stakeholders from across whatever system you’re working in and you’re educating them on the philosophy, the principles, the approaches. I think one of the interesting things is often there’s an assumption that all we’re really trying to do is shift blame higher up into higher levels of the system. So, from the frontline workers to more people in managers and things like that. I think there’s an education piece about what it’s about, what its power is, and certainly in the work we’ve done, we’ve always had what we call our industry champions who are in the sector who are preaching and communicating the principles of system sinking. I think once the education piece starts to gain traction, I think then it’s really about the methods that are used for safety management. I lose count about the times when we’ve been doing work in sectors and the methods that they use just are not going to enable a shift towards systems thinking. I’m thinking about things like incident reporting and learning systems that would only let you report one cause of an incident that you’re reporting.

And so that just limits what you can learn. Or an accident investigation Delegation method that doesn’t look at contribute factors across the system and doesn’t look at interactions between contribute factors. So, it’s about then, I think, developing appropriate safety management methods and all of the training piece around that and implementing the methods and evaluating them to show that they actually are beneficial. I think the methods part is really critical because what we do see in most sectors is a significant research practice gap where the methods that are being used by researchers in our ivory towers all the time in the world to do this analysis, they haven’t really been effectively translated in practice. So, you have organizations who really are willing to embrace a system-sinking approach, but they just don’t have the methods to do it, which is a challenge. Sure.

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It is, and I’d say the other part I’m also seeing in many organizations is it shifts from safety is the role of operations and safety to the entire organization really impacts the system. We haven’t necessarily educated in organizations for somebody in finance, as an example, to understand how you impact safety. But if you look at Deepwater Horizon as an example, or even Texas City, both traces back to financial decisions that were made and how they were interpreted by other decision-makers at the end of the day. I think there was a dollar called Every Dollar Counts. I have a program that was called Every Dollar Counts. My point, usually want to bring that up, is other oil and gas supermajors have also had cost-saving programs but didn’t have the same impact in the decision-making that came as a follow-on.

Yeah, absolutely. That’s really interesting because we We’ve written some pieces around this, and my view is systems thinking should be taught in schools. Because I think there’s an argument. I can’t remember who makes the argument, one of the prominent figures, I forget the name. But they say that we start life out as systems thinkers, and it’s actually driven out of us through the education system that we go through. It’s interesting to me that we could be teaching this very early on, and people could be coming out naturally as systems thinkers, and whatever role they’re in within organization, they’re able to apply that thinking.

That’s a really good observation because at the end of the day, systems thinking has a huge impact on safety. But it has impact on P&L. I remember even some executive I was talking about that was complaining about how somebody had cut some budget in marketing, and it reduced certain print materials, and it passed the dollars, magnified them by to the next group in the organization. You saved maybe a million dollars, and you created $2 millions of cost somewhere else.

Yeah, that’s right. A lot of the work that we do in the center, for example, applying systems thinking in sport, yes, we’ve been doing it, looking at injury management and things like that. But a key part of that is that it’s about performance optimization. So, you’re getting safety benefits, but you’re really getting benefits It’s across the board in terms of performance, cost saving, efficiencies, and things like that. I think it’s definitely a good skill to have.

I love your point about increasing awareness, about introducing even training or awareness around systems thinking. What are some of the approaches that organizations can look at to mitigate risk? And are there some things that could be done from a risk assessment standpoint that are more proactive? Because it’s easy after an event, and aviation has done very well in terms of doing really detailed investigations following an event that are not single-handedly laying blame in one place but also has pushed to see a lot more in your miss reporting overall. But that’s not something that’s common across all industry.

Yeah, no, that’s another great question. I think there’s no doubt that when I mentioned the research practice gap, prospective risk assessment methods are a very good example for that. You have whichever, I guess, domain you look in. We have very limited risk assessment methods currently being used where it’s based heavily on experience. We identify the risks that we’ve seen happen before, often brainstorming or a checklist or something like that. But really, a really good risk assessment method has some key parts to it that really not many have currently. And a good example of that is, you’re basing the risk assessment on a description of the work system. And it’s really interesting to me how few methods do that. So, if I think of something like, for example, Nancy Leveson’s stamp, SPA, prospective risk assessment or the networked hazard analysis risk management system that we’ve developed with myself, Claire Dalet and a few others. These methods, really, the first step in those approaches are to develop a model of the socio-technical system that understands, that describes and understands all of the interactions going on in that system. I think if you have a risk assessment method that doesn’t do that, you can’t get any handle on the likely risks that are going to emerge in that system.

I think that’s the first point. I think adopting these methods to actually build a model of the work system first is critical. I think then the most important thing is that the methods that you’re using, they look across the work system for risk. You could argue that we’ve got a very good understanding of the risks that might emerge in a cockpit, in a control room, in a train cabin. What these methods don’t do really is understand risks in the broader socio-technical system. They don’t look, for example, at risks that happen at the work design stage, risks that are present in policies and procedures, risks in training programs. They’re really missing a big part of the picture. A lot of the work we’ve done has shown that by looking at these broader socio-technical systems risks and how they interact, you really get a much better handle on what potentially can go wrong at the sharp end or whatever you want to call it. I think methods that do that are really important. Again, those are methods like stamp, STPA, net harms, and things like that. There are very few methods that do that, though.

Can you really wrap your head around the full system in the age of complexity we’re in? I’m thinking many organizations don’t even have a process map that tells them how the work is being done. Or the process map is outdated by 10 years.

That’s right.

The system can be incredibly complex.

That’s right. When I say a description of the full work system, I acknowledge that we’re never really describing the full system or getting a full handle on it. But I think at least you need to base your risk assessment on some model of the broader socio-technical system and how work is actually designed, planned, and then undertaken. I like the idea, for example, that organizations can have living, breathing models of the work system, and when they implement change, they can then update their models. We’ve looked at doing that thing like Nancy Leveson’s stamp control structure. I do acknowledge that that’s a big undertaking and you never fully getting to grips with what’s actually going on in the system. But I think at least some model of that allows you to get a better sense of all of these different risks that you need to manage.

Are there some additional pieces from a risk assessment standpoint in terms of, if I think about from a safety management system, management of change, trying to understand as you make decisions, how could it be layering in? There could be more steps where we’re forcing people to understand. I saw in one organization, they introduce a language, planning red flags whenever they’re introducing risk. Because in the Swiss cheese part, it’s the layering of the risk as well. So, one risk on its own may be a necessary evil of running business but understanding where we’re planning risk in a particular decision-making process.

Yeah. So, I think there’s more that people can do. And I think some of that, trying to understand about things that are being introduced and what potential unwanted consequences might emerge from that. It is a really good process for organizations to go through. And I think as we get more sophisticated with dynamic modeling tools, we can become better at that. So, we can become better at understanding how if we’re introducing a certain policy or a new procedure or new technology, what the knock-on effects of that are across the broader system. Some of the work that we’re doing at the minute, for example, is we’re using things like computational modeling to try and simulate the behavior of a system over time and see what happens when we introduce different interventions. Does it solve the problem we’re trying to solve, but does it also create unwanted effects elsewhere in the system? And that’s a very academic, again, ivory tower exercise. But as we get more advanced software programs and tools, I would think that would be something that organizations can start to do themselves.

I think, as you said, the first step is to understand that there is a system impact and understand, getting people to better understand how they impact indirectly decision making, where the rubber hits the road and start understanding, having the conversations around it to then be able to identify the risks that we’re introducing.

That’s right. A good example. I’ve mentioned Claire Dalet’s work, who was a PhD student of mine. Her work was in the space of led outdoor activities. Basically, when kids are taken on school camps and there’s an educational component, but they’re led by an instructor. We’ve done a lot of work in that sector. Her work involved developing the net harms prospective risk assessment method. But I think the most powerful piece of her PhD was actually she did what we call a hierarchical task analysis of how an organization sets up, plans, organizes, and delivers. I think it was a five-day hike for a school, a bunch of school kids, right? Sure. I think the most powerful part of her PhD was to say, look, there’s this whole system of work, and actually there are, I think, five times more risks in the planning and organization phase of the work than actually delivering the hike on the ground out in the wilderness. And that was such an education piece for the sector because it was really saying, yes, we can dynamically manage risks as they occur during the hike, and we have a good experience and knowledge of what those are.

But actually, all of the more powerful and difficult risks are in there before we even get out there. They’re in the organization when we’re planning and organizing this hike. So that was really a really powerful piece of work, I think, for that reason.

Another thought is, is there anything that can be done as well in terms of how we train, educate those that are in the field? Because there’s a system part. But if I think about the flight deck as an environment, a lot of it is really how do we get better decision making, how do we communicate in those circumstances versus what you mentioned before, the procedures tend to get you to think in a very linear way in a very complex system.

Yeah, I mean, absolutely. I think dynamic risk assessment, obviously, is something we can train. But I think really, I’m always reticent to fall back on the training argument because I’ve seen it as a solution proposed so many times to cover up problems in the design of the work and the design of the technologies that the people are using. So, I think really the key is joint optimization. If we’re really thinking about jointly optimizing humans, procedures, and technologies from the get-go, we’re not going to really need to step in with additional training programs to manage things. We’re going to be sorting these issues out through the design of the work and the technologies.

I think where it’s going is more the if I expect you to be a problem solver as opposed to following a procedure, then you may be more aware of the risk in front of you.

Absolutely.

But I agree, it’s not the end-all be-all solution because I’ve seen that as well, where something goes wrong and it’s retrained irrespective of what happened. Paul, thank you so much for joining me. Really insightful thoughts in terms of pushing people to really think about the system and how you can have events that really made sense to everyone at the time, and that we need to really start thinking organizationally in terms of, really, how do we start moving towards more of a systems thinking perspective? How do we get everybody realizing how they impact the system through their decision making?

It’s been great to chat, Eric, and there’s really interesting questions. Thank you for having me.

If somebody wants to get in touch with you, What’s the best way to do that?

You can flick me an email, [email protected] or just flick me a message on LinkedIn. You’ll find me on there as well.

Excellent. Thank you so much for joining me today, Paul.

Thanks, Eric.

Thank you for listening to The Safety Guru on C-suite Radio. Leave a legacy. Distinguish yourself from the past. Grow your success. Capture the hearts and minds of your teams. Elevate your safety. Like every successful athlete, top leaders continuously invest in their safety leadership with an expert coach to boost safety performance. Begin your journey at execsafetycoach.com. Come back in two weeks for the next episode with your host, Eric Michrowski. This podcast is powered by Propulo Consulting.

ABOUT THE GUEST

Dr Paul Salmon is a professor of Human Factors and creator of the Centre for Human Factors and Sociotechnical Systems at the University of the Sunshine Coast. He has almost 25 years’ experience of applied Human Factors and systems science research in a diverse set of domains. Paul has co-authored 23 books and over 300 peer-reviewed journal articles. His current research interests are focused on the application of Human Factors and systems science to manage societal and global risks. Paul has received several prestigious awards from the International, Australian, US, and UK Human Factors and Ergonomics societies, and for the past 5 years, The Australian has identified him as Australia’s field leader in the area of quality and reliability.

For more information: https://www.usc.edu.au/staff/professor-paul-salmon#research

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