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A Systems Approach to Risk Management: Identifying Risk Before It Happens with Dr. Lianne Lefsrud

A Systems Approach to Risk Management: Identifying Risk Before It Happens with Dr. Lianne Lefsrud

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ABOUT THE EPISODE

Join us for another insightful episode with returning guest Dr. Lianne Lefsrud, a seasoned risk management expert and Risk, Innovation & Sustainability Chair (RISC) in the Faculty of Engineering at the University of Alberta. Following her previous episode on “Safety Through Design,” Dr. Lefsrud dives deeper into a systems approach to risk management, highlighting the importance of building safety into the system and recognizing how effective risk management can create capacity, strengthen resilience, enhance productivity, and contribute to operational excellence across your organization. Dr. Lefsrud explores systems thinking and why viewing risk through a broader, more holistic organizational lens can help leaders better understand the conditions and interactions that influence safety and performance, enabling more informed decision-making. She emphasizes the importance of moving beyond a reactive mindset and integrating risk management into everyday operations and culture, offering practical insights on recognizing critical connections across the system, empowering employees, and fostering continuous learning. Tune in to explore how an effective systems approach to risk management can strengthen safety while driving productivity, efficiency, quality, learning, and innovation within your organization. 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 wellbeing 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 again Dr. Lianne Lefsrud. She’s CEO of Insight Risk Systems, also a professor at the University of Alberta. Liane, really happy to have you back with me today.

Yeah, thank you, Eric. It’s always a pleasure. I just love our conversations. Thank you so much.

Excellent! So, let’s go back to a quick review of your journey and your passion for safety because you had quite a background from experiences that shaped your thinking around safety.

Yeah, thanks, Eric. So, my background is very much learning to do by doing and oftentimes learn from mistakes. So, I grew up on a farm, as I told you before, Viking, Alberta, grain and cattle. We had horses. And it was the Wild West, literally and figuratively, you know, shooting guns, pitchforks, riding horses, you know, building tree forts, heavy equipment operating at like 10, you know, all these things in which farm kids are effectively the labor of the farm. So that’s what we were doing. And agriculture, as you know, is one of the most hazardous industries ever, right? So, yeah. So, my father’s super scarred, but many farmers are like missing fingers, you know, have shoulders that don’t work, or sadly have been victims of workplace fatalities. And it’s not uncommon, actually, for, again, you know, children to be run over by tractors or caught in a granary or, you know, any number of horrible things, right? So that was my childhood. I then went into engineering, followed my older brother, and the kinds of jobs that I did in the summertime were again super hands-on. My first one was working for BP Resources as a battery operator.

So, the purpose of that was like not to blow things up, right, in Shawinigan. I worked for PCL blasting rock and building roads in the Northwest Territories. And there we were. Building stuff, blowing stuff up. And as the project engineer on these projects, I wanted to really understand how the equipment worked. So then I would, you know, because you’re out in the middle of nowhere in Northwest Territories, I’d spend time, you know, operating a hoe or a grader, but, you know, just trying to understand, you know, how the machine works and just the level of skill that’s required from a heavy equipment operator, which is pretty extensive. Then I did ice surveys on the Mackenzie River for 8 months, understanding the ice breakup processes because there was an ice road in wintertime and a ferry in summer. And those shoulder seasons was super important to understand the strength of the ice road or, you know, could you put it in or which points you put it in. So that was super interesting, but, you know, -40 in a skidoo with, ice coring in the middle of nowhere. Again, you know, you think, oh my gosh, like, there was two of us, at least we weren’t working alone.

But my goodness, you think of all the things that could go wrong. And then I, after that, I did a master’s, and it was in environmental engineering and sociology, because I was interested in very much in terms of how companies manage risk, specifically around hazardous waste. So, we ended up working with the US Army for a chemical demilitarization facility in Umatilla, Oregon. They had all these chemical munitions left over from the Cold War and they wanted to know how they should destroy them because VX, sarin, and mustard gas, they tend to get corrosive. And they’re worried about auto ignition, which is like really bad. So back to things blowing up again, which was super interesting. But by the end, I realized I didn’t want to work with the US Army. And then I worked for CN Rail for 7 years, trained as a locomotive engineer, cleaning up derailment sites, avalanches, rockfalls, doing a bunch of different things, including working for directly for the Senior Vice President Operations. So, you can understand how a large organization like a railroad, which is effectively a century-old technology, thinks about risk, manages risk, funds risk. Like effectively CN was self-insured and they would, you know, put aside $200 million every year for the inevitable derailments.

And I thought, oh my gosh, wouldn’t it be better to prevent a derailment, right? Rather than just expect them to happen and, you know, pay to clean them up afterwards. And the railroad is very good at, you know, putting down like Thomas the Tank Engine track panels and getting the main track back in operation, like within hours. Like, it’s, it’s a fine-tuned machine. They know how to do— yeah, it’s ridiculous. Like, they just push all the cars aside, rebuild the road, the, the track bed, and then put these panels down. And it would be within hours. And it could be, um, like a multiple— like a full train to run. Unless, of course, it was like something like Lamech Antique, in which case it would be a major, um, a major, uh, catastrophe. But in most cases, they would put the track back so quickly, right? And I thought, oh my gosh, like responsiveness is great, but how about the preventiveness? How about that? So, um, right. Yeah. And when I worked as a regulator, uh, for 5 years after that with APEGA, they regulate engineering and geoscience in Alberta, and, uh, 70,000 engineers and geoscientists and about 5,000-7,000, uh, companies that practice engineering and geoscience.

And that was interesting, writing practice standards and guidelines, but made me realize that People don’t really read practice standards and guidelines. And regulation is largely an act of faith. Like you say, these are the rules. Presume companies follow them. But for the most part, unless you audit them, you don’t really know. And even if you were to audit, it’s hard to find deficiencies, you know, because companies can really hide things. They can be good at hiding things that they want to. So, after that, I thought, oh my gosh, I really want to understand organizations’ decision-making. How do they see risk? How do they understand it? How do they manage it? So, then I did a PhD in business strategy because it was really, I thought, more of a business strategy discussion. It wasn’t a safety discussion or even a technical problem. It was a management problem. And that’s the framework that I wanted to be able to use to understand this more generally.

And one of the things we’re going to talk about today is risks and systems thinking. But let’s start with what are some of the challenges with how we look at risk today? What’s missing from our current view of risks?

Well, oftentimes, you know, safety— let’s just be more specific about safety. Safety is an effortful non-event. So, it’s difficult to prove that you prevented an accident. It doesn’t happen, okay? So really, what we’re doing is understanding that risk is often thought of as you know, the probability and consequence associated with loss. Okay, so we’re only focusing on the negative side of the equation for the most part, right? So, process safety, loss control, you know, occupational safety. It’s really this idea of loss. So, when we talk about risk management, really the argument is about this avoidance of loss. Okay, so how are we not killing people? How are we not blowing things up? How are we— and then if we do, What’s the cost of the fatality? And, you know, is it the WCB claims rates might go up? You know, you’ve got a— you’re going to have the cost of the life. And there’s oftentimes, there’s the value, the statistical value of a fatal— averted fatality. Like there’s some different ways in which companies or countries will design that. But the biggest missing gap is that besides the avoidance of loss, risk management generates productivity, efficiency, quality, better company image, greater capacity to learn and to innovate.

So rather than focusing exclusively on the negative, we have to really focus on the positives. And the positives are pretty dramatic when it comes to risk management. And you know, there’s so much research that shows this. And I’ve kind of written it up as a one-pager just to kind of describe what those benefits are. But they’re pretty substantial. Like it could be increased market capitalization, increased productivity, you know, as much as 30% increase in productivity, efficiency, learning. You know, people are happier. You’ve got greater retention of employees, lower turnover, greater innovation. So, there’s this, all of these additional benefits that risk management provides. But part of that, what’s really missing is, you know, we’ve talked about it before, Eric, about how safety or risk management folks tend to be kind of siloed off in their own part of the organization rather than being fully integrated into their operations. And so, if there is a loss, they don’t even, they might not even, you know, put the associated like cost the loss properly. They might not know, you know, what was that piece of machinery or how many lost tons were there, was there at the mine or you know, other associated costs.

They might not actually put a number, an appropriate number on loss events, number one. And they certainly don’t price increases in productivity or profitability, right? So, it’s this, because of this disconnect, that’s really, I think, one of the big things that’s missing is we don’t see the upside of risk management. We don’t understand how it creates capacity and resilience in the organization. And in doing so, where safety and risk management folks are ill-equipped to be able to enlist, motivate, and connect to the operations people, to the finance people, to the senior executives to understand it in a holistic manner and the benefits it brings to the organization. So, that’s kind of the number one thing that I think is really messy. Not just downside but upside. We have to really think about upside.

And I think this is important because we’ve talked about this before. You have a place to have a place at the C-suite, to have a place influencing people in operations. Those are tools that help influence. And I think it’s also difficult to see, at least at the grassroots level, that you can improve quality, productivity, and all those things while improving safety, because we tend to see it as safety has to come first. But if you’re truly able to build in the resilience, build in better work practices, you have less downtime. But you also have more productive people who are engaged, want to come to work because nobody’s engaged if they’re concerned that they could die today. And so, those types of things change the language and also speak the language of business.

Yeah, yeah. And building— so, it’s not safety first, it’s safety always and safety embedded in everything. And our last conversation was, you know, prevention through design, inherently safer design, you know, safe and sustainable design, which is really how do you actually, you know, build safety into the systems to prevent hazards, you know, avoid like the probability, completely eliminate the probability or significantly reduce consequences. And you can do that by designing it into the system, right into the technical system, the tools that we use and how we interact with them. Absolutely.

Great transition into systems thinking. I think that’s an evolution we’re hearing for good reasons a lot more these days, but it’s still easy to say systems thinking. It’s much harder to really try to understand where the risk is introduced, as we were talking about just before this episode, is, is even understanding what the system includes and how things are interrelated that we may not even see. 

Yeah.

Well, you know, and I don’t know how many books I have. You know, when I go to conferences, you know, they’re going to hand me a book on, you know, systems, this, that, and the other thing. They don’t even define system. It makes me crazy because, you know, definition of terms is the first and foremost. So, I want to start with a definition. And it’s a system is an arrangement of parts and elements ‘in an interacting combination organized to achieve one or more stated purposes that together exhibit behavior and meaning that the individual elements do not.’ Okay, so let’s— and that’s important that we define what this is. So, it is— it could be a communication system. So, it’s the phones, the towers, you know, the tech in the phone, the turn-taking in a conversation. That’s part of a communication system, right? So, that would be an example of a socio-technical system. So, it’s the technical systems that are designed, built, and operated by certain technical criteria and governed by policies, rules, processes. And it’s also the people who interact with the technical system, right? So, it’s, you know, we can’t have a conversation if we don’t have turn-taking, right?

That’s how conversations work, right? So, we have to understand not only the technical side of it but the social, right, in terms of how we interact with each other and then interact with the technologies. And when you think about an organizational system, right, there’s different ways we can think about the organization. It’s the worker. And a lot of safety stuff focuses on the worker and, you know, PPE. Are they wearing their glasses? Blah, blah, blah. The worker, you know, pointy end of the stick, all that. And then we think about dyads like maybe the worker and the supervisor. So, you know, the relationship, leadership-member exchange. There’s sort of— there’s organizational theories that help us understand that relationship. And we think about the work group. So, this is the team doing certain things, right, doing certain tasks. And then, we think about not only the worker and the team, but then how are they then in the organization in terms of the tools that they’re given, the tasks that they’re given, right. And hierarchically in the organization. So how does the organization function? And is it the work group is nested in the organizational function, the business unit, the organization?

And then you’ll have, you know, the tool, the task, the project, or the work package, the project, and then kind of the organizational operation. You can think about like the notedness of all of those levels. And we need to be able to understand both the social side of things, the technical side of things, and then the notedness, and then how things can happen at different levels. Because if we focus only on the worker and the PPE, we can’t see how the organizational resourcing, you know, he’s been working, you know, 12-hour shifts, you know, 2 weeks on, 2 weeks off. He’s on Day 13, he’s exhausted. He’s not sleeping, blah blah blah. Like all of these things in terms of how the organization resourcing sets him up for success or for failure. Right? And he’s so tired and he hates his job so much that he’s not coming back. Right? Like the turnover in a lot of companies is fairly high actually. And in some cases, it’s like 70% turnover. Right? And why? It’s because I know, crazy 70% contractors and it’s because they’re not given the equipment that they need. You know, they’re working crazy long hours.

They just don’t feel connected. You know, they for a whole bunch of different reasons, right? So, how the heck as a frontline supervisor is you supposed to motivate and connect to your subcontractors if you have a 70% turnover rate and you’re not even sure what the guy’s name is? It’s impossible. It’s impossible, right? So, you know, if we think about Again, understanding it as a system, the social system, the technical system, and then how they interact in all these different layers, then you can start to understand how in a complex system, you can have dysfunctional interactions between perfectly functional, reliable, and non-failed elements. Okay? So, an example of this is vaccine.

Makes perfect sense.

Yep. Subcontracting, right? So, subcontracting is run by supply chain management. They want the lowest cost. They’re optimizing on cost, right? So, they’re perfectly functional. They’re getting the lowest cost provider, right? And they say, “Oh, we’re pre-qualifying the contractor.” Sure, the company. Sure, you’re pre-qualifying the contractor. However, when they have those heavy equipment operators, those contractor heavy equipment operators come on site, it’s a new guy. Have they checked whether or not Sure, he’s got his certificate. Have they checked to see if he’s actually competent to do the task at hand in the piece of equipment, right? And he’s new. And you know, he’s been put on this piece of equipment because they need, you know, butt in the seat and he may not actually be competent, right? So, here you have frontline supervisor doing his job. Hallelujah! And you got supply chain doing their job. Hallelujah! Lowest cost provider, and then you have this, this dysfunctional interaction between perfectly functional elements, which is the guy who’s supposed to be trained but he’s actually not competent for the task at hand, and the frontline supervisor who’s supervising and doing the best that he can, but then, you know, he presumes that this operator can do the job but he doesn’t have time to actually test the competence because he’s This is one operator of 50 that he’s got under his control and supervision, right?

So that would be an example of, in a complex system, how incidents can result from these dysfunctional interactions between perfectly functional, reliable, and non-failed elements. So that’s, you know, we have to start to think about what that looks like. And it’s, you know, we have to think like from a systems perspective. And, and you need to then connect safety to, to contract and supply chain management to supervisor training, to scheduling, to project management. Like you’ve got to start to connect all these pieces because it’s just not the guy wearing his seatbelt and the heavy equipment, right, or his training certificate. It’s a more complicated dynamic, right, that really leads to these failures, right. And you can’t; by only looking at one element, you can’t see it. You have to look at all these elements together. And if supply chain has been given the edict, find the lowest cost provider, and they do, and they do their job and they do it well without necessarily understanding those downstream impacts, then nothing will change, right? If we don’t understand again how much this can affect profitability and efficiency, if you have that long-term partner, those long-term contractors who have those 20 years’ experience, know the job.

You know, it puts you in a different position entirely, right, than having, you know, the new guy again and again and again, right?

And the challenge is in many organizations; complexity is increasing as technology changes. And you’re layering different, even eras of technology. When you talked about railways, railways were built more than 100 years ago. So, you’re introducing risk that’s compounded time, you’ve got functions that are often disconnected. When you talked about supply chain as an example, sometimes they may not even realize the impact of a decision. I worked with one organization, and supply chain had bought her basically different equipment that required 50 different types of Herdman rescue to bring somebody back. What that brings complexity. If you had an aircraft that had 50 different variations and you expected the pilot to be able to figure out which variation it was today, you would have a lot of incidents. And so, these pieces aren’t necessarily connected to, okay, this is layering into the system that doesn’t actually cause an incident but just adding compounding complexity. Add in legal, that will have different requirements from a legal standpoint that could actually introduce risk on a contractor. Adding HR that may not invest adequately in skills for that supervisor or even, uh, selection criteria around how do they lead. All of these piece’s compound and we don’t even realize that we’re introducing these additional layers of complexity.

No, and introducing the layers of complexity and we don’t understand because, like we talked about previously, risk management safety is siloed over here and we’re not actually putting the pieces together, linking up the data systems or the management systems to understand how a decision in supply chain or in HR will affect safety both positively and negatively. And there are very, very, very few companies that do that, that actually look at those precursory conditions and then understand the impact and quantify the impact. Either understand it or quantify it. Sure.

And I like what you’re saying there because it’s not about you can’t introduce any of the risk. You just have to understand as I introduce this risk, how does it impact other decisions that are made by other groups. And it may be fine because at the end of the day, businesses require risk to make profit. It’s just about how you manage and understand the risks that you’re introducing.

Yeah, absolutely. And do it in an informed manner. And, you know, risks— you know, I deal with high-hazard industries, right? So, everything, everything is inherently risky. Like when you’re dealing with things that could start on fire, blow up, you know, leak, catastrophic failure type, company killer type risks, like, we have to manage them. We have to know what the hazards are. We have to be able to understand those risks. And, and, and there are always trade-offs, of course. Sure. But do we surface those interactions? Do we understand them and then think about the controls and, and what, what are the most effective ways of, of managing those risks, of controlling those risks?

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So, what are some of the ways that we can use to surface some of those risks but also the connections that exist between them?

Yeah, yeah. So, that’s a great question. Thanks, Eric. So, what we’ve done is, as you mentioned, I got kind of a dual role right now. I’m a professor at the University of Alberta, Risk Innovation Sustainability Chair, and I’ve been doing data analytics in, like I said, I’m kind of the management system perspective, but then I also teach process and risk management, process safety risk management. And then I work with, in my team, you know, we do, you know, data analytics, you know, machine learning, because we want to understand variables and how they’re related. So, what we’ve done is developed a bunch of algorithms to basically say, how do we fuse data from different sources, whether or not it’s incident data, inspection, operational data, maintenance data, HR data, project data, and then analyze the relationships between those? And we have developed a bunch of algorithms that we have patented. And, you know, and it was developed in, like, from working with construction companies, energy mining companies, you know, and even, you know, ag producers like Nutrient, which is interesting because it’s a miner or refiner and a retailer. Sure. One huge enterprise. And then we developed these algorithms and it’s no longer research when companies are like, hey, can you do that for us too?

Hey, can you do this for us too? And so, we were talking to our university, the technology commercialization folks, and we said, well, how do we, how do we commercialize these algorithms? And they said, well, we find that the best folks to commercialize are the inventors themselves. So, we’ll help you start up a company. And we’re like, oh, okay, that sounds kind of interesting. Sure. So, myself, who’s my director of research, we started this company, Insight Risk Systems, with the purposes of developing these algorithms, delivering them as a service and also as a product. So, so how do we, um, and we’re in conversations now with Microsoft partners and such to say, how do we take these algorithms, can we lay it onto like Microsoft Fabric so that it can, it can be— because companies, you know, everyone and their dog has like, you know, 3 dashboards for gosh sakes. Like, it’s no shortage of data in many cases. But how do we actually layer this onto something like Power BI so that companies have this additional functionality to be able to analyze their data, glean those insights, and then again support real-time decision-making about, you know, what are those precursory conditions.

So that’s what we’ve done with Insight Risk Systems. And like I said, we’ve developed these, these bunch of different tools that we use in terms of data cleaning, statistics, you know, pattern recognition, classification systems, you know, machine learning, you know, word analysis, cross-validation, like a bunch of different sort of more machine learning. People use AI and they kind of do jazz hands when they say AI. And when they mean AI, they often mean like generative AI, like large language models, right? So, like ChatGPT or Claude or something. And you know, and I’ve done a bunch of stuff with computer science and psychology folks and a lot of those ChatGPT, it’s, I mean, they’re getting smarter now, but it’s kind of a bag of words. Sort of concept. And what I mean by that is, is all the primary function is, is it looks at the correlation matrix of every word with every word, okay? And if you see a document, it’s what are all the words in the document and how close are they to each other? So, when you do predictive generative AI, all it’s saying is what are the most likely words that would, should, or could come next after this one word, like Lianne Lefsrud is, okay, then they scan the internet and then they find everything related to me.

I am what, a professor, a mother, a wife, a dog owner, whatever, right? Like, because it will see, you know, pictures of me with kids and dogs and my husband or whatever, right? Or as a professor. So, but what it does is it scans the internet. And so, what it does is it feeds off of what’s available, right? And you’ve heard about how ChatGPT is bad because it’s ingested all of these books and documents and it’s, you know, all these copyright infringements and things like that. The problem is that when it comes to like something like process safety or occupational risk or these socio-technical systems, two things. One, that knowledge isn’t necessarily available on the internet. It might be available in company’s documents. So, 1 and 2. And then 3, it only can see what’s in the documents, right? So, it’s not really, you know, when we talked last time about prevention through design, inherently safer design, and safe and sustainable design. There’s no one that’s connecting those 3. I connected them, right? But Claude wouldn’t have connected those for me or ChatGPT because they hadn’t been connected before, right? They hadn’t been connected before.

Correct. I connected them now and then maybe Claude will pick that up and then it’ll start connecting it because now it’s got some new data to feed and generate new ideas. So, what we do is in our data analytics, we look at a company’s— we don’t go search the internet the universe for whatever, whatever. We look at company documents. And then, it’s not just looking at the documents and what do they say. But it’s what are they missing. Okay?

And that’s harder to see. Right.

Yes, of course. Right? Of course. So, what do we do then if we can compare and start with the end in mind? Look at an incident, right? We look at the incident and what causes the incident. And then we say, what did they inspect for, you know, in the 1 month or 2 months before? Okay. And then we can use various natural language processing tools to then look at the similarity of what caused the incident versus what were they inspecting for before.

Okay, so interesting.

Yep. The incident was caused by— oh, let’s give an example of machine guarding taken off of rotating equipment. They took the machine guards off. Okay, so caused this incident. And what did they inspect on? They inspected on slips, trips, and falls, like housekeeping stuff, right? So here they were busy looking at— and most inspections focus on housekeeping because it’s easy to see, you know, are the aisles clear?

Easy to spot, correct.

Yeah, easy to spot, correct, right? But, you know, a hose— tripping over a hose isn’t going to kill you, right? The lack of a machine guard will, unless the hose is on like a scaffolding, then, you know, your trip might be fatal. But you know, you should have guardrails and, and, you know, tethers and harnesses and all that other stuff, right?

So, so yeah, I’m cautious now about saying something can’t kill you because I said a wasp sting can’t kill you, and then somebody said, yes, it, it killed one person after 3 EpiPens failed, and, uh, the person passed. And it’s unlikely, but it just— there’s a relatively low probability, correct?

Yeah, relatively low. You know, like, I had a friend who was eating an apple at work and she died. Why? Because she had epilepsy and her epilepsy medicine made it harder for her to swallow, and then the apple got stuck and she was in her office by herself. Very, very rare. Like, like, so those things are like, like ridiculously rare. But what we’re interested in then, if you look at the incident, and because we understand process safety, you know, energy and, and critical controls, we can then say, okay, what should they have been looking for? right? What would be critical controls? What were the precursor conditions and what were the critical controls that should have been in place? Okay. And we’ve done work. I’m not sure if you’re familiar with like bowties, right? So, are you familiar? Yeah. So, for listeners who aren’t, it’s in the center. It looks like a bowtie. At the center of the bowtie is a loss of control or containment associated with a certain energy source. Like keep it in the pipes. That’s what chemical engineers care about. Keep it in the pipes. And then on the front end is a fault tree.

How did it happen? And on the right-hand side, it’s an event tree of what happened, right? So, what were the consequences? And then preventative and mitigative controls on the left and the right-hand side, both before and after the loss of control of containment. So, if we understand the nice thing about a bowtie, you know, back to visualization, is it’s centered on an energy source, on a task. So, it’s the energy source, the task. Then you think about the precursor conditions, the consequences, and then the preventative and mitigative controls. And so, what it is, it’s a system then of seeing the hazard, the task, and the ways in which you can lose control over that hazard during that task. And then, you know, it gets back to we talked about kind of these human and organizational factors. How do they create precursor conditions like your worker is tired, right? So that’s, you know, putting you at risk or cause your critical control, your controls to degrade. So, he was tired and he forgot his safety harness in his truck. So, he decided to go up on the scaffold, you know, quickly because he didn’t have a safety harness and was going to do a quick job.

Way, right? So yeah, because he was tired, he forgot it, right? So, you can see then, and you know, again, back to our data analytics, back to the incident, back to the inspections, like what could we or should we have seen before. And then when we think about this task through a tool like Bowtie, then it allows us to simultaneously see all the scenarios, the precursor conditions, all the possible consequences. And then the controls, right, as a system. And then, using that knowledge, we can then suggest new controls, right? If this, then this. If this, then this. And it really equips us to see what’s missing and then make suggestions on how to better control. And it’s not just the one incident or the near miss. The almost incident. It is everything that looks like that. Okay, everything that looks like that. So, is it all rotating equipment and guards? Is it then, you know, all pinch points, you know, caught between, you know, type incidents that could be associated with something like rotating equipment and caught guard? Right, right. So, then we can start to see the family of incidents, all the scenarios and how they’re related.

And then, then, you know, all these controls and then expand our range of possibles and understanding how to better prevent or mitigate. So, it really allows us to show not only what did happen, but what could have happened, right? And with our data analytics, we also, you know, take bowties and our kind of missing leading indicators. What we’re able to determine. And then we use what’s called Bayesian network analysis. And Bayesian statistics are basically conditional probabilities. So, if this, then this, right? And then you look at the network of, of, of precursory conditions, the causes and the consequences. And then you realize it’s not necessarily like a nested hierarchical, or, you know, everyone talks about the Swiss cheese, which assumes some sort of— or the domino, which assumes a linear causation model. But in this case, our slices of cheese aren’t lined up with holes. There’s— we’ve got like a— it’s a deli case where you’ve got all these different cheeses and they’re interacting with each other, right? And then you can then see, okay, now what’s— how strongly are they related to each other and moving the cheeses around, right? And then. And then you can start to say, okay, now, if, you know, and then conditional probability, you know, if you have, you know, poor competency, then you’ve got a 17% more greater likelihood that you’re going to have this kind of incident, right?

And then you say, and then start to price what might— how much money should I be spending on training then in a relative sense relative to other causes, or machine guarding, or You know, what kind of training? Maybe I need to train my guys on how to, you know, back up trailers because, you know, that’s where all my incidents are is in, you know, retail. It’s backing up trailers, you know, and maybe that’s where I need to spend my money on backing up trailers and forklifts, right? And because that’s the most likely source of incidents, both kind of occupational and process safety incidents. And then because It’s complicated. You’re absolutely right. So, how do we start to disentangle those interactions, understand the relative influence of them, and then prioritize, right? Because you can’t do everything.

Which is key.

Which is key. What do you do? What do you start with? What’s the most important thing to start with? And then start there, right? And because we can do this analysis again and again, you can start there. And then you say, “Oh, okay. This is— we’ve now improved our safety. We’ve reduced our process safety incidents by 70% because of—”, you know, A, B, and C, right? Yep. So, it’s like, okay, this is showing us benefit. And not only that, now we’re, you know, um, because we have reduced downtime, you know, we have better product quality, um, and better efficiency, you know, we have all these other benefits too, right? Sure.

I love this because it’s, it’s getting you to look at things before an incident happens, right, with a broader lens aperture, essentially looking at more, more items. Often what I see with bow ties is they’re done using frontline team members in terms of their input, which is good, but there’s biases that can come into it. And we may be missing some significant components or certain obvious elements like when you talked about somebody who’s tired. Often that comes with significant overtime. If it’s double or triple time, people don’t want to surface that because that’s as well what goes into their pocketbook. And so, it’s really looking at a much broader lens, helping you prioritize where should I start first and capturing a lot of different insights you have across your system. Yeah, absolutely.

And where do we start first? And then, like back to senior leaders, they love that. Like, tell me the 3 things that I should do and how much money is this costing me. Hence, how much should I, could I invest, right? Like, what does that look like? Right? And when you understand those connections, the relative influence then— and we’d also like to say, oh, safety. You know, it’s a moral imperative of safety. Sure. Yes, absolutely. Right? And you know, with everyone, like life is sacred. Absolutely. But in many cases, that isn’t enough of an argument. You also need to make the business case, right?

To say— And this helps you identify that in terms of the probability of the event occurring or certain elements compounding each other to cause an incident.

Yeah, absolutely. And then also, in causing an incident, it’s not like just occupational health and safety. It’s also process safety. So, you know, it’s— yeah. So then, they’re related. It’s not just the human stuff. Like that’s not the worst consequence. A death is not the worst consequence, right? You can have, you know, multiple deaths. Facility blows up, stuff on site. Like it’s, you know, heaven forbid. But if you understand like all the consequences associated with certain loss of control or containment scenarios, then you can understand that it’s not just about that, like the occupational health and safety person, the safety guy.

It’s broader operational implications. Absolutely. So, if somebody wants to get in touch with you to understand more in terms of how Insight Risk Systems can help surface some of those risks that exist, help prioritize, understand essentially different elements from the system through this analysis, what’s the best way to do that?

They can— I can give you my contact information. They can phone me because people do call me if it’s urgent or text me, 780-951-3455. You can email me at the university, [email protected] or [email protected]. So, either of those. And I do get phone calls from defense lawyers, say. So, it does happen. And you know, the nice thing with this is, and companies are like, ‘Oh, we’ve got, you know, all of our data is paper based,’ or it’s Dirty data. I’m not sure how good it is. You probably need tens of thousands or millions of data points. And I’m not sure where to start. And basically, what I say is companies have more data than they think and they need less data than they expect. Sure. Okay, like we can work with paper based. You’ve got 50 of something or 100 of something., right? And we have the capability to do OCR text recognition and data analytics on that. So, it’s like, do you understand your hazards? What are your critical controls? Like, what’s the stuff that’s going to kill you? And then, let’s start with the data analysis so that you can set your baseline, capture attention, measure improvements, and then sustain attention, right?

Like, safety isn’t a one and done. It’s not a project. It’s a process. It’s an ongoing commitment to operational excellence. And you have to understand that this is continual. You know, it’s like a diet. Like, I’m going to lose 10 pounds for my wedding. But then, you know, if you want to be healthy for life, then you have to be thinking about vegetables every meal, right? Not just the month prior, right? So, this is something that becomes embedded in an organization’s system, how they manage. And what a management system is not just these components and how they interact. It’s the plan, the do, the check, and the act. So, you plan the work, you do the work, you check it to make sure it’s working, and then you refine it continually. And that’s what we do. And we have to continue to learn, continue to improve. And this is how we do it. And companies are different levels of maturity, different stages in their journey. And, you know, whether or not you’re just figuring out what your hazards are, or you’re just adopting a new paper-based field-level risk assessment, or you’re a multi-business unit multinational corporation, very sophisticated, oftentimes, you know, they’ll be— the problem is not having enough data.

The problem is too much data and it’s siloed. Sure, we can work with those companies too in terms of, yeah, you know, finding those linkages. So yeah, that’s how they get a hold of me. We work with pretty much everyone, and together we make the world a better, safer place. So, doing good work with good people, Eric, that’s what it’s all about, right? Excellent.

But thank you so much for sharing that, Leanne. I really appreciate you talking about broader view of risk, how you identify, looking at a broader perspective from a system standpoint and trying to be more proactive in terms of understanding the risk so that you can build in and prioritize what are the right actions from a leadership team to, to take forward. Great. Thank you. Excellent. Thank you so much.

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. Lianne Lefsrud, PEng, (CEO) is the Risk, Innovation & Sustainability Chair (RISC) at the Faculty of Engineering, University of Alberta, where she leads interdisciplinary research and teaching in risk management. She has analyzed decades of incident data in diverse, high-hazard industries like hydrogen, mining, construction, railroading, and bioengineering.

With a PhD in Strategic Management and Organization, and over 25 years of experience in operations, regulatory affairs, and strategy advising to governments and senior leaders, she brings a unique systems-level approach to risk management.

Dr. Lefsrud’s research spans over 200 peer-reviewed articles and proceedings, with a forthcoming book from Oxford University Press. Her work has been featured in Forbes and a TEDx talk, recognized with 30+ awards, and developed alongside more than 100 graduate students she has supervised.

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

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Servant Leadership in Safety: Building Community in the Workplace with David Sarkus

Servant Leadership in Safety: Building Community in the Workplace with David Sarkus

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What can we learn from servant leadership in safety? “Servant leadership has such great breadth and depth in terms of establishing a great philosophical and applied foundation for greater learning and performance in safety.” In this energetic and engaging episode, we welcome David Sarkus, Chief Servant Leader and Founder of David Sarkus International Inc., who explores what servant leadership truly means in the context of safety and how it can transform safety culture by building a strong sense of community in the workplace. David introduces the Five Dimensions of Community and shares how safety leaders can foster greater belonging, trust, and connection through caring, listening, and meaningful relationships, creating an environment where people feel valued, heard, supported, and committed to protecting one another. He also explores the concept of the “risk ceiling,” revealing why organizations can plateau in their safety journey and the profound impact this can have on long-term safety success. Don’t miss this episode filled with actionable strategies to implement servant leadership to strengthen community, build trust, and enhance safety performance across your organization. Tune in now!

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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 wellbeing 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. So excited to have with me David Sarkus, who’s Chief Servant Leader. He’s a speaker, a consultant, a coach, and an author. Been around for 35+ years. David, welcome to the show. So excited to have you with me.

Thanks, Eric. I’ve been waiting for this. We’ve both been struggling to get on the same page schedule-wise, but I’m Happy to be here, and I’m glad for the short introduction because my mother had written a long intro for me years ago, and some of your, uh, audience might just fall asleep. So, I’m glad you went with that short one.

So, tell me about your journey and how you got that passion for safety.

Wow.

I grew up here in steel country, just south of Pittsburgh, Pennsylvania. My father was a steelworker. My grandfather was a steelworker. Some of my best friends went into the steel industry in various ways, even as safety professionals. And I was always astonished at the harm and hurt that occurred in the steel industry with such high risk. And one of my good friends, Chuck Smith, who worked for Wheeling Pittsburgh Steel in the early 1980s, got me involved in a perspective about being a leader for safety in the steel industry. And Chuck and I still are good friends to this day, but it was the steel industry and listening to my father’s stories about people who were injured badly and even killed here at the Donora Mill and my father’s passion for this area, his hometown and the steel industry. Carried on to me and I became more and more aware of people who were injured and the harm that took place. And my friend Chuck Smith, about my age, bridged the gap. So, it was a pretty good path for me to take in terms of being a safety professional and helping a part of my history in my life turn into a passion.

And that passion, as you lead Your discussions with many professionals is all about building our credibility throughout the organization, passion, expertise, and trust. So, I’m really happy to be here speaking with you today, Eric.

Excellent. And I love your title, Chief Servant Leader. Great pivot to servant leadership and how it applies in safety.

Yeah, servant leadership. I started my career in the high-tech industry in Washington, DC. Went to Central Florida where I experienced the Space Shuttle Challenger disaster, one of those SIF, one of those SIF stories and events that a lot of people like to talk about.

Oh, wow.

Was there for 3 years, went on to United Airlines and a great, great company in TRW Space and Defense. And that’s where I began to learn about servant leadership in the late ’80s, early ’90s. A relative of mine introduced me to Robert Greenleaf’s work. And I just said, wow, this, this is something every safety professional should embrace because I think every leader should have a model, a philosophy of the kind of leadership they want to utilize on a regular basis and share with others so we could duplicate and sustain leadership throughout our organization and on many different levels. And we know that safety-related leadership is needed on all levels of our organization in many varied ways to enhance safety performance, to take our organization to a whole new level. So, it was in 1996 as well, in mid-1996, where I wrote a cover story for Professional Safety Magazine, Servant Leadership Advancing the cause and profession. I kind of wanted to write it over. You look at it 20 years later and you say, man, I wish I could do that over again, which I will in some ways. But Servant Leadership has such great breadth and depth in terms of establishing a great philosophical and applied foundation for greater learning and performance in safety.

And there’s a lot of empirical information now that serves us well in terms of servant leadership and helping us have a direction or a vision for safety that we may not have had without servant leadership.

And so obviously I’ve heard the term servant leadership many times before. Some people have a different perspective, interpretation. They’ll call themselves a certain leader, but it can be questionable. Tell me a little bit about your view as to what servant leadership is all about.

Absolutely. I have friends in some various organizations that are really, really large. I mean, super large organizations. And some of my friends say, well, we call ourselves a servant-led organization, but we’re pretty far from that, you know, which probably resonates with a lot of groups. But servant leadership is about turning the organizational pyramid upside down and saying, I’m here to serve you. I’m here to help you. And in our case, in our context, servant leadership is about how can I help you to become safer? How can I help you build safety into everything that we do? How can we help build a greater sense of community? Because servant leadership isn’t the endpoint. I think it’s the starting point to building a better culture. And in my case, and what I share in building a greater sense of community and Greenleaf in his writings, probably touched upon at least 10 servant leadership principles. And we could probably in the course of this discussion at least touch upon some of those. 

All right.

I remember I had a leader way back and he said the most powerful thing you can say is my job is to support you, which is essentially a form of servant leadership.

Absolutely. And some people, when I speak overseas, some people have a hard time with the connotation of servant in any form.

Sure.

So, at times I call it caring leadership because caring, as Greenleaf has said, caring is the base and foundation for building a greater sense of community in the workplace. Some people spend much, much more time with their coworkers than they do with their family at home. And we see that over and over again. But servant leadership and central to servant leadership is caring, caring for the more and less able in our organizations to help them become better performers in all ways, not simply in terms of safety.

Sure. And I would say a lot of safety professionals would probably say that’s the definition of our profession, but is it really? What’s the difference between somebody who’s in safety versus somebody who’s in safety and is Showing up as a servant leader?

Great question, Eric. I think in terms of what I see, and I’m not casting shadows on younger people out there, but just servant leadership is about having passion for our work. And passion is a part of credibility. And credibility leads us to an avenue of discussion about believability. When we have passion, when we have expertise and we built trust, then we could be listened to, and then people see us as a believable and credible individual that can help them move to another level. So, man, passion is also a part of servant leadership. And I don’t always see enough passion in safety. I’m not sure about you. I’m not conducting the interview, but I’d kind of like to ask you.

Yeah, I know. I think it’s a fair question. I think unfortunately some do, and I’ve certainly met quite a few that are very, very passionate. They want to leave a legacy. They truly believe in what they’re doing. But I would have to admit there’s a lot that are very transactional, very process driven. Let me, let me follow the step. Like, me come up with a new method, a new procedure that we’re going to follow. But they aren’t really passionate with their team members and shifting their thinking, supporting them, getting their insights, treating them as somebody who’s truly knowledgeable about the work they’re doing.

Exactly. Now, a lot of people simply haven’t heard of servant leadership before, and I always have to inform them and discuss it with them and say, wow, as a safety professional, as a leader of some sort, you need to have some philosophical or conceptual or practical basis for how you’re going to lead and how you would like to see others lead. And I’ve been sharing that since 1995, 1996. Call it caring leadership at times. Again, as I referred to before, and I have, one of my first books was written about the 7 Cs of social influence in the workplace. And those are really servant leadership principles.

Yeah.

And so, you touched as well earlier on this idea of building a community in the workplace. And I really like the connotation of this. It’s beyond culture. Tell me a little bit about this concept of community in the workplace.

Well, Robert Greenleaf’s writings that go back to 1970 highlight 10 principles or so that he really bases his principles on. And as I mentioned earlier, lots of great empirical information out there now versus 20 years ago, 300, 400 studies on servant leadership improving productivity and quality and morale. But I began to look at some of the safety climate surveys that I was conducting over the years, and there were some common themes that I began to pick out. And I said, wow, these look familiar. As I dug deeper into these common trends I was seeing in my climate survey work or perception survey work for safety, right? I began to think about community. So, I did some research in the last few years and said, to myself through the research, well, what are the particular dimensions that are pretty solid and substantial if we talk about community? And I came up with 5.

Yep.

I used more contemporary language than some of the original authors, but it’s all there in Professional Safety from the 2023 article. And there were 5 particular dimensions about community that are really relevant to safety.

Okay.

The first is having a sense of mission and purpose. So, what’s the sense of mission and purpose every day? Well, it’s putting safety central to our task, quite possibly having a risk assessment conducted before every shift, whenever anything changes, so that we build safety into everything that we start for a given shift or a given day, and we focus on safe production and safe production is only separated by a hyphen. So, we’re building it in a sense of mission and purpose for community has to build safety into the central part of it. Another element of community would be having diverse and inclusive opinions.

Sure.

So, we need a lot of different opinions to make things safer at times. Building in people and their thoughts Sure. With the right diverse opinions from an engineering standpoint, maybe from a human factor standpoint, from a senior leader standpoint, and maybe an outside opinion from an expert, especially when we’re dealing with high-risk activity. So having diverse opinions, having opinions that are not only inclusive but exclusive to the organization where we could bring in the exclusivity and make that a part of the task itself in building community. The third part, Eric, in terms of building a greater sense of community for safety, in and through safety, is openness and honesty.

Sure.

Openness and honesty are so relational. I mean, we don’t really trust people. We’re not really open with people unless we trust them, unless we work with them before.

Of course.

And another important thing about trust is trust is situational. You might trust me in terms of working and building a porch for you at your home in Toronto, but you may not trust me to put all the electrical in. So, it’s often very situational, and we build trust. We build trust one event, one situation at a time.

Sure.

And if trust is broken, we try to heal that relationship and make that trust work again. And healing is a part of servant leadership.

Right.

Another part, the fourth part of servant leadership would be fairness and cooperation. So, our leaders need to be fair and cooperative with their workers. Workers need to be fair and cooperative with each other in working on a task, on the workload, quite possibly in terms of discipline. Or issues that might relate to discipline. So, we can really allow our organization to implode when we’re not fair and cooperative with each other. And then it takes time to build that trust, build those relationships again, and build back onto the fairness and cooperation that we so often need in terms of working safely together.

Right.

And what might be the most important part or the most important part besides mission and purpose is building consensus. So often, you know, one individual or one safety professional has one thought relative to reducing or abating risk, and another individual has another sense of where one needs to go in terms of abating a hazard condition or risk. But we need to build some form of consensus, maybe not always complete consensus, but we need to move towards working together and deciding before we move forward, then we have a stronger team. We have a stronger community, if you will, to move forward. If we don’t build consensus, I think we’re missing a lot and we could be facing more resistance, more pushback if we don’t have those inclusive opinions and build some form of consensus before we move forward, especially in high-risk jobs or environments. So that’s the basic nature of community, and it’s more than team because communities are built together, they live together, they survive together. Oftentimes the values are something more substantial for them to rely on, and we should rely on our values to direct us back on a path whenever we may fail to stay on a path for safe production in a given day or through a given event or project.

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, reenergize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo Consulting has you covered. Visit us at propulo.com.

What I like about your— this idea of community is also this— it connects with me as well on the thought around brothers and sisters keeper. We all say, yeah, of course I’ll be your brother and sister keeper. But it’s not that straightforward. Many times, I’ve seen it’s not the case. You talked about aviation. In aviation, there’s been some plane crashes where people didn’t speak up, um, and they chose death over raising a concern to their captain. Um, so, but when you have this sense of community, it— you sense of duty to each other, I think, becomes much stronger. Yes.

Yes. And I tell people at a lot of my speaking events, especially when I’m speaking to the workers, is you should be open for correction because that’s how you know somebody really cares about you. If they’re open enough and feel strong enough to correct you, you better thank that person because sometimes that takes a little bit of courage to correct someone that might have 30 years’ experience. Maybe they’re the gruffest guy on the job, but someone took time to care about you, and they showed caring concern by correcting you, informing you about a better way, something to do with your actions and activities that could keep you safe and whole and send you home.

Right. And so, a leader who comes in, this is a tall order though to create this idea of community in the workplace. Absolutely. Especially if they’re taking over a group where there was a very hostile environment.

Absolutely.

How can you step in and start building this? Because it’s not an overnight flip switch. Wow.

Another great question. How can you step in as a leader, maybe a safety professional? It’s a hostile environment. How do you introduce these principles? I think that’s what you’re asking, right?

Yeah, exactly.

Well, I think it takes time to build the relationship first. Let people know that you’re there to help them, there to serve them, and you take it one step at a time. Maybe you share one or two principles, and those principles gain some traction, and then you have your foot in the door, and you could gain more traction. So, it takes time. I think first you have to build the relationship. Let these people know, or whoever you’re working with, that you’re there to help them, not to harm them. You’re not a gotcha kind of guy. You’re not a compliance guy. We’re here to take you beyond compliance, and it’s going to make your job easier. You’re going to build the kind of relationships that make your group more productive. And as a leader who’s likable and trusted and admired, people will want to follow you. So, there’s always new lessons for leaders to learn. No matter how long you’ve been in an organization.

Yeah.

And again, I don’t always use the term servant leadership. I talk about caring leadership. And this is what we see when we practice caring leadership. We see greater forms of change relative to productivity, quality, relationships, morale, and certainly safety. So, I’m all about listening first. Listening says that I care about what you have to say. Yeah, I care about what happened in the past. And listening is another great, great servant leadership principle that we need to use with peers, those above us, those below us, and especially getting closer to the front line. Getting closer to the action means that we could listen better.

Mm-hmm. I love what you’re talking about there. And one thing that comes to mind, just because I had a conversation on this not so long ago, when you talk about caring, some leaders interpret caring as giving out candy, just only candy. But caring candy is not— it’s not caring.

Absolutely.

And I like what you said before, when somebody speaks up and gives you may be a better idea, a different way, that’s also caring, right? So, there’s a balance as well in caring, but it’s the essence of it is different. I, I care about you, but I also want you to succeed.

Yeah, some people interpret servant leadership as being soft because of this whole caring element and relational aspect. But caring means that you’re going to do the right thing for the majority of the people.

Right.

And if you have one person, one outlier who doesn’t want to be a part of the organization and our central mission for safe production, that means at times they may have to go because they’re going to drag the whole organization down. And servant leaders need to recognize that that’s the tough side of servant leadership that we really have to tap into and utilize at times. Because again, if I haven’t mentioned it, caring isn’t about kindness. Caring is about doing the right thing for the individuals, but more so for the collection of people that we’re working with.

Right. So, it’s not just being a softy. It’s not about handing out candy and creating cavities.

It’s not about simply grabbing babies, holding on to them, kissing babies, shaking hands, and leaving the website. It’s about doing the tough things that some other people may not want to do. And at times, you know, the best thing for an organization and that individual is to leave. They might get hurt really badly. They might cause other people to be injured badly. And some people simply don’t fit within every organization.

Yep. One of the things that you talk about as well is this idea of a risk ceiling and how the risk ceiling can be set by others. Tell me a little bit more about that.

You know, I haven’t thought enough about risk ceiling, although I’m a bit prepared to talk about it, but I discovered my thoughts about the risk ceiling about 15 years ago. A young man, a young safety professional called me and wanted to know about my climate survey and what it can do for him and how it can be applied. And then he talked about some other things, but I came back with a question, which was, well, what do your top leaders have in mind for safety? In other words, what’s their vision for safety?

Sure.

And he wasn’t sure.

Oh dear.  

And I said, well, why don’t you ask the right individuals near or at the top what their vision is for safety? And then that way we could begin to interpret how far they want to go. How far they want to reach. And we could begin to think about that risk ceiling being high or low or somewhere in between and how we could lower that risk ceiling or the acceptability of risk.

Sure.

So that we could move on as a healthy organization. And I left it up to him to call me back, and I never heard back from him. That kind of told me either I didn’t do a good enough job explaining what I could do with him through my perception survey, or there was no vision for safety at that point in time.

Right.

And having a great vision for safety allows us to begin to recognize how much we’re willing to invest in safety or safe production, how much we’re willing to hold people accountable for, how much we’re willing to raise the bar for safety in terms of being better than good. As my friend in California might say, Larry, my friend in Northern California, Larry Washington, would say, do we really want to be good than good? And I think the vision begins to unveil that and the values that support it begin to unveil how far we’re willing to go and certainly our budgets, our accountability, all those kinds of Things that build day in and day out help others, workers and other leaders realize what the leaders at the top really value.

Sure.

When the leaders at the top really value safety, it speaks loudly day in and day out, shift by shift, day by day. And people take that home and they talk about it and they bring it back to work the next day. Could be good, it could be bad, it could be somewhere in between. But the risk ceiling is something that we need to pay attention to, and we need to do our best as safety professionals to build enough credibility with people so we become believable, so we invest in safety appropriately, and always look at ways to lower our risk profile or lower the risk ceiling so that we could feel good about what we’re doing and make our organization much healthier and build that greater sense of community. Belonging.

Sure. And are there things that safety professionals can do to help influence that?

Absolutely. One of the most important parts is continuing to lobby to have a seat at the table, if you don’t already. Right. Learn the language of love. Learn the language of love in our organizations, which is another ceiling, the financial ceiling, right? The operational ceiling, the risk ceiling. That’s at least 3 ceilings. But we need to learn the language of the operations, build credibility, and continue to influence our people to realize how safety benefits everything and has a profound influence in terms of the way that we can live out our values. I like to work with organizations that say, hey, can we begin to operationalize our values in terms of safety? And you’ve likely done this. You know, if one of our values is listening, If another one of our corporate values is building a sense of belonging, listening to our customer, and we could create an endless list, but how do we operationalize that in terms of safety to bring it alive day in and day out so we could go to the table with other leaders and begin to discuss it in that way or that realm? I think that makes a lot of sense, Eric.

Sure, absolutely. So, David, you speak with and you’ve spoken to many different organizations. You help from a consulting. You talked about surveys. You’re a coach as well as an author. What is some of the best ways for somebody to reach out to you if they want to continue this conversation, if they want to seek your help perhaps to speak at an event?

Sure. Thanks, Eric. Well, my website is davidsarkis.com. That’s S-A-R-K-U-S dot com, davidsarkis.com. And there’s a lot of information on my website. They can even begin to assess their own culture and plot it along a continuum. And I have other models there, but my website davidsarkis.com, my phone numbers on there. There’s many, many ways to reach me. I have a lot of articles out there as well, Eric, but, uh Real easy to get in touch with me. Just spell my name, DavidSarkus.com. A lot of people call me other names than that, but they don’t call me late for dinner.

You know, thank you, David. Thank you so much for joining me today and sharing your wisdom around servant leadership. I think it’s a great topic for leaders, particularly safety leaders, but leaders in general that want to make an impact on safety in terms of how I really reshape, rethink, How I show up as a leader. This element of caring, I think, is really key that you brought up. And how do you build a community in the workplace? I think that’s such a powerful concept. If you can get people aligned, moving with a sense of community, then they’re looking out for each other day in and day out.

Well, you had a great summary there, Eric. I would synthesize it in the same way. You know, being a servant leader doesn’t mean you arrived. Servant leaders create other leaders. Those leaders create a great culture for safety. And that culture for safety evolves into a community for safety where we have greater strength, greater sense of belonging, openness, trust, all those kinds of things that allow the culture to become a sustainable form of community. You did a great job summarizing it better than me.

I doubt it. But thank you so much, David.

Thank you, Eric. I enjoyed your time.

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

David J. Sarkus, MS, CSP, is Chief Servant Leader and Founder of David Sarkus International Inc., a leading health and safety management consulting and training firm based in Pittsburgh, Pennsylvania. David is a motivational safety speaker who delivers keynotes, training, and consulting in various industries. His experience, education, and leadership qualities have allowed him and his firm to successfully apply strategies and tactics within a large variation of mainstream work processes for over 30 years.  His customized safety interventions have improved key performance indicators from 35% to more than 85% over the previous year. He’s proven that results like this are possible, scalable, and sustainable.

Sarkus holds master’s degrees in safety management and organizational psychology. He is a recognized thought leader in safety management and has written cover stories for various major industry magazines, including Professional Safety and Industrial Safety & Hygiene News. ISHN has recognized David as one of the “Top 50 Leaders” in the field. He has also written five books and over 100 evidence-based articles. 

Sarkus works with some of the world’s biggest and best-run organizations and can help you move toward—and embrace—sustainable excellence in safety.

For more Information: https://davidsarkus.com/

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Proactive Risk Management: The Board’s Role in Safety Leadership with Dr Mark Taylor

Proactive Risk Management: The Board's Role in Safety Leadership with Dr Mark Taylor

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In this compelling episode, Dr Mark Taylor, a leading industrial psychologist and founder of Behavico Ltd, joins us to explore the board’s role in safety leadership and how proactive risk management can help transform safety culture into a strategic organizational advantage. Dr Taylor explains the complex relationship between safety culture, human behavior, and the systemic conditions that shape safety outcomes. He discusses the factors that contribute to incidents and how organizations can move beyond reactive approaches to recognize and act on early warning signs before conditions escalate into serious events. He also highlights the dangers of over-relying on certain lagging indicators and shares valuable insights on governance, leadership, and effective risk management to help build safer organizations and strengthen safety performance. This episode is packed with solid research, real-world examples, and practical strategies, offering a thought-provoking perspective on how boards and executives can strengthen safety culture and build a more proactive and resilient organization. Don’t miss it!

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and wellbeing 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 so excited to have with me Dr Mark Taylor. He’s a leading practitioner in safety culture and behavior. Started as a diver, which we’ll get into soon, but an industrial psychologist who’s working consultancy at the corporate level. So very practical experience and most recently at board level. So, Dr Mark Taylor, very excited to have you with me today. 

Thank you very much, Eric, for having me. Pretty much looking forward to this today.

Excellent. So, so let’s start with your story and your passion for safety, going from diver to all these really exciting roles in safety.

Yeah, I think it’s, it’s been an interesting career. It’s not one that I originally planned. Yes, you’re right. I started life as a diver and unfortunately, I had an incident that meant I could no longer work as a diver, so I took an interest in psychology. Um, and before I know it, I’m working on towards my industrial psychology degree and came across this area around safety and was very interested to find that, you know, over 90% of incidents involve people’s behaviors. So, it’s kind of like a career-defining question, really. If that’s the case, why do people have accidents? I’ve never come across anyone who was intentionally put themselves in a position where they want to any harm, of course. And so, I think from my perspective, comes now from, you know, from the front line through to Boardroom, and there’s a consistent lesson there that serious events are rarely the result of one bad decision. Um, they arise when the system makes risk difficult to see, difficult to challenge, or difficult to manage. Sure. I think my earlier operational experience, especially when you’re hands on the tools, shows how quickly it can feel that conditions can change especially when you’re in high-hazard work.

And I’ve seen that pattern replicated across many industries that I’ve been involved in, whether it’s utilities, construction, uh, or major accident hazard environments where I’ve spent most of my professional career. And when you look at the investigations, the immediate cause is rarely the whole story, right? It’s usually people making decisions that appear reasonable in circumstances that are available to them, right? You know, you know, you see time and time again where there is a way that the job is being planned, but the situation that those people are in is not the way the plan was working, right? So, they have to innovate different ways of working, and that’s where we can start to see the beginnings of some quite serious incidents. So quite often the question that most people come to is, well, they didn’t comply with something, they didn’t comply with the rule. The question really isn’t, why didn’t they comply? It is really what made the safe action difficult to do at the time. Why was it impractical, or why was it not supported?

Sure.

So quite often nothing seems wrong at the time It doesn’t mean that there were any warning signs because again, quite often what we’ll find, there are warning signs and it often means that we’ve got into a situation or people are in a situation where that warning sign has become normal.

Sure. 

The risk is that they’ve become that used to it that they think it’s just the way things are, and they learn to accept it and just the way they work. Or it’s that you know, it’s fragmented or difficult to interpret when under pressure. If you imagine you’re under extreme time pressure, things that seem to make the job more difficult, but if you use the shortcut, would actually cut through those things.

Sure.

It’s the way that people do things, right? You know, if you’re under time pressure and you need a permit to work, to do a job, and you’re granted that permit, and then you need a second permit because the first permit covered you to do general work, not specific work, say electrical work, but time’s really against you. Do you go for the second permit, or do you think, well, I’ll be okay, I know what I’m doing, and just right. And also, you’ve moved away out of those the safety net of those controls and you’re operating.

Sure.

like a free rock climber or something. And that tends to be what you, you find quite often is many of these unsafe practices are not exceptional, they’re not unknown, and quite often they’ve become known unaccepted practices, right? They’re just not formalized.

And so, one of the areas that I wanted to dive into is the role of the board in this, because I think you introduced it very well. When, when people start blaming the individual for the mistake, then it’s about less a role for the board because it’s more about management driving direct responsibility, accountability. When you start getting into systems and some of the elements you identified, to me that shifts a lot of the thinking around how the board should jump in and what should they be looking at and where can they positively influence safety.

I mean, I think that you’ve hit the nail on the head there. Quite often when there’s an incident, it’s, you know, we look at look to the person. You know, you can imagine from a board perspective, we have systems, we provide them with the equipment, we provide people with the training, so it must be their fault if something’s gone wrong. And actually, we need to change that thinking, and it’s a person-last approach. We need to think about the situation, right, um, that people that, you know, we’ve created. And I think boards influence safety whether they intend to or not. That’s the point, of course, um, through their priorities, their questions, their incentives, resources, and the type of information they choose to believe. And it’s quite natural to look for information that confirms what we want to see rather than objectively, sorry, be evaluated to let them know about risk. So, I think when we look at a board and its role, um, it helps when a board treats serious risk management, uh, as a strategic issue, not as a compliance agenda item. You know, they quite often look, are you complying with these rules?

Are we legally compliant?

Sure.

But really, it’s more about the decision-making that the company makes, the conditions they’re creating, and how those affect frontline performance. So, they need to understand that. And, you know, it’s, it’s one of those things, those little things can have big impacts, not only in safety but just to operational excellence in general. So, you know, we don’t even have to think specifically about safety, although the moral imperative drives to that question. It needs to understand its critical risks and the controls that protect can prevent catastrophic outcomes. It needs to test whether those controls work in real operating conditions. You know, one of the biggest things we’ll see is, we have a control for that, but have you actually seen it operating in reality? Because quite often things will work well on paper but not in practice, right? I think a board also, uh, it helps when they seek information from operations through workforce representatives, investigations, audits, and near misses to try and understand really, are they vulnerable?

Right.

It makes it safe for leaders also to surface uncertainty and bad news. You know, if you look at many organizations where there’s been major disasters— and I recently looked at every major organizational disaster since 1980 to 2025. And one of the things that comes up there is when decision makers are making decisions, they need good quality information. 

Sure.

But if you have an environment where people feel unsafe to raise their concerns, yep, then that’s going to influence the quality of information that people are making decisions with. And quite often they have a blind spot because they may be driving the right, trying to drive the right behaviors, trying to drive the right values. But, you know, the person at the front end could be thinking, well, yeah, I hear what you’re saying, but right now I need to get this done. This is for the good of the company. We need to achieve this target with financial pressures. And that’s so that’s, that’s, that’s the thing that they’re basing their decisions on at a point in time. And they don’t want to raise the flag, not because often they’ll feel there’ll be any retribution or retaliation from the company.

Sure.

But quite often they don’t want to be the one who’s the bad player, the poor team member, you know. And it’s simply that. And there’s nothing more malicious than that, I would say. Um, so I think you know, a good board needs to think about those things. It needs to look at workload, it needs to look at the competence of people, especially if they’re changing an organization. You know, you can often lose key skills and experience that is not formal experience in the sense of going through training, but just that know-how of how a particular operation works in their situation. You know, my uncle was an operator at a chemical factory, and he used to keep a little blue book with all these little notes on the settings and things. That was never formalized and they all had them.

Sure.

Well, when your organization’s changing, you can lose that native competence from your business. And those can be the little things that make things safe or unsafe or work or not work. So, you know, competence, maintenance, staffing, contractor interfaces are a key one because we’re introducing people to our home and look at how those competing priorities could affect some of the controls that the board relies upon. So, I think it’s really helpful when a board is curious about safety. Sure. And curious not from a point of injury rates or, um, staff but curious to understand what is going on. What, you know, from it, they need some ecological validity. They need to see the coalface in reality to understand that, and they need to hear from people working to understand the real-world experience of somebody at the front line rather than what they seem to have set out.

Sure.

And I think that leads me on to when boards create risk, they treat low injury rates, for example, as proof that serious risk is controlled, and it’s not.

Right, it has no correlation.

Yes, no correlation. And we’ve seen that time and time again. I mean, recently I was looking at a corporate strategy for an organization, and we’re looking at their performance rates, and they had a record low injury rate. I mean, this is amazing, it reduced year on year. And was starting to plateau. But what was also noticed was that SIF rate, their serious injury fatality rate, had increased by 45% in the same period.

How did they measure that? Yeah, that huge difference between the two. But how did they measure that increase around the SIF risks? 

Well, they did have a good open reporting culture, I have to say. But they were looking at things such as high potential incident rates and things like that. Sure. And that’s good, although I would put a warning label to that because as soon as you start to measure it as a rate, people want to put a target on it.

Yeah.

And when people put a target on these things, people don’t want to report anymore.

Yeah.

You know, because it becomes about the metric, not about the information of a high potential incident.

Yeah. 

So, I think, you know, boards create risk when they look at injury rates in that way. I think also when they start to reward short-term delivery without really understanding the trade-offs that they’re encouraging, you know, because there are, there are a lot of trade-offs we can see, and some of them can be quite explicit in terms of deadlines, and sometimes they can be even implicit. And so, I can remember a fatality of, uh, two men, uh, being killed in an excavation incident. So, they were doing an on-land excavation, uh, a very large metal plate. I can’t remember the exact weight. And they deviated from their procedure because they’re supposed to unsecure the bottom of the plate and then go up the excavation and then unsecure from the top before then lifting the plates out of the excavation. Okay, sure.

Yep.

And on this occasion, the, the men working on the job basically said, let’s get this done quickly. If you go down and undo the bottom, I’ll undo and unsecure the top.

Oh no.

And unfortunately, the guy at the top completed the task faster than his colleague at the bottom, and the plate then fell. And killed him and a colleague who were in the excavation. And you can think, well, what was the pressure? Well, this was weekend working, it was overtime, and a football match was on in the afternoon.

Oh no.

And so, the manager there said, look guys, it’s job and knock. In other words, finish the job and you can go off home, you’ve got your full overtime for the day. So, they’re thinking, let’s get this job done quickly. A weekend, go home and watch the football. And unfortunately, uh, those some of those people didn’t make it home at all. So I think, you know, when we look at short-term rewards and trade-offs, and I think that’s a good example of what a trade-off can look like, um, I think the other thing that a board needs to really focus on is it can create risk when it accepts reassurance without testing the assumptions. You know, people have a list of controls, they’ve done their audits, they show an audit report, it looks good, and, um, the, you know, the board say, great, so we’ve got our assurance activity in place, doing our job as a board. Um, but then they just accept it through confidence rather than through evidence of, and I think that could be a dangerous situation, and especially when those controls can often fail and when an organization comes under pressure. And they need to see, then create an environment where people could speak up about those situations.

So, they need one where encourages challenge about safety. I mean, a lot of organizations have stop work authority. Yeah, where people are given the right to stop work, right? What they often can fail at is making people comfortable in exercising that duty.

Yep.

And that’s something that they need to do. They need to allow people to feel comfortable, even if they’re wrong, to say, raise their hand, I’m stopping the job because it doesn’t feel right.

Correct.

Not because I know it’s wrong, but even if I feel it’s not right, I need to be able to stop a job and then look at it and determine whether it’s safe to continue or not. And that’s where I think a lot of organizations get things such as stop work authority wrong. They tell people, you have the right to stop work. Whoopee! All of a sudden, that’s it, my organization is safe because if something’s wrong, somebody will stop a job because it’s their duty to stop that job. Right? But if they don’t feel comfortable in stopping that job, it doesn’t happen. That’s almost a situation where an organization can wash its hands and say, well, there was plenty of people who could have stopped the job that day. And I just think that’s quite a key thing where boards can create risk.

But I would say it’s even more than just on the job, because I think that’s the easy one. But you’ve got planning, you have uptime workups, like in different levels where you could be introducing layering risk. And it may not even be a stop work. It could even just be, I’m raising concerns and I’m comfortable to question the environment and the decisions that are made.

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.

Absolutely. I mean, I think Stock Work Authority isn’t just at the front line of. That’s where we tend to see it. And again, they are suffering the conditions of decisions that have been made thousands of miles away, months previously, quite often, as you quite rightly said, planning, if they’re planning a shutdown or, you know, a key one is when you go into budget meetings and you hear debates on budgets and, you know, an organization has to, you know, slash several million from its to spend that year. And, you know, it becomes a blanket, right, you’ve all got a target reduction to be of X percent. And, you know, in my early career, I remember going to the CFO of an organization because I was really concerned and said to him, what do I do? I, I’m really worried here. And the CFO gave me the best piece of advice someone could receive. He said, Mark, what you do is you lay out the as-is, you show the impact of the cost reduction with the regrets. We can no longer do this, we can no longer do that, and then you show them the risk, and then you put it to the leadership team to, by consensus, make that decision.

And he said, it’ll be interesting to see how many people feel uncomfortable with that when you put the decision back to them. And, you know, that was a fantastic piece of advice that I’ve used on several occasions, you know, because I’m advising, this is the risk, and is it what you want to do? And quite often people don’t, to be quite frank.

Yeah, they don’t necessarily realize the impact of those decisions. 

Correct. And I think, you know, really the board needs to stop asking the question, are we compliant? Because that’s the main thing, especially when you’re getting budget cuts. What do we have to do? Which is usually a compliance regulatory question. And it’s not what about risk? And really the question they should be asking amongst that is, where are we vulnerable and where do we need to manage that? So, I think, I think if I was to kind of cap off around boards directly, I would say a board does not need to know every operational detail.

Of course. Yeah.

You know, especially when we separate board from executive, they are not there to operate, they’re there to govern.

Right.

But part of that remit is to create the right culture, and leaders create conditions. Whereas teams create norms, you know, so they have to set, so a board doesn’t need to know every operational detail, but it does need to know whether the organizations can see, discuss, and respond to the conditions that make serious failure possible, because those things are there, they’re there as weak signals, so they need to make those signals come from. They need to be able to turn the volume switch up. Yep. Hear those weak signals and then be prepared to act on them.

I love your pivot to talking about risk when it comes to safety. Because it’s too often what I see is a conversation on some lagging indicator. And as you said, a comfort that that lagging indicator is a presence of safety, but it’s completely unrelated. But when we look at risk, you’re now expanding the scope of the conversation, the scope of the themes that get discussed. And what’s the role of those scorecards in your mind? Because there’s still a scorecard, there’s still a desire, and I’ve seen it time and time again. If you put a recordable rate, then the board will ask questions, which will then drive action in the following few months around low-level recordable rates, which is not the action you need to see. And then you have a big serious event. But what, what should be the role of those indicators? And, and are there some new indicators they should also be looking at beyond some of the questions you raised?

Yeah, you know, scorecards are useful, but they’re not the same thing as understanding risk. As you said, already said, low injury rates do not necessarily mean low injury or fatality potential. Sure. You know, there’s, there’s, you know, we all get fooled by the incident triangle, you know, this, uh, 300, uh, minor— 20, uh, sorry, uh, unsafe behaviors, 29, uh, serious injury. Well, it’s simply not true all the time. I mean, look, the triangle is correct from an empirical finding, you know, you can find those things, but they’re not predictors of fatality, correct? And that’s because Serious injuries or serious events really rest on a two-factor model. And so, the first factor is what I would call drift, where people are working outside their operational controls. And the second factor is the exposure to high hazard potential. You need both things. So that creates a bit of a quadrant where everything. There is no drift and there are no incidents. That’s great, that’s perfectly controlled. And then we have ones with high exposure energy, but the controls are there, the conditions are not there driving these poor things, these poor practices. So, we have well-controlled major accident hazards, for example.

True.

And then we may have a situation where, you know, there are no high hazard potential exposures, but the conditions are there for one. So, what you’ll start to see is lots of minor, minor injuries, but never a fatality because quite simply brushing a broom on a floor is never going to create a fatality.

Impossible.

We need a wonderful, you know, kind of film-style tragedy or something. Like, you know, so where it really comes in is where we’ve got the conditions that are driving drift from controls, where we have lots of workarounds, and then the potential for an incident. So, for example, you know, there was an incident where a person. There was a small explosion on an offshore platform outside of the UK. And I went to do the investigation. I’m thinking, this is going to be tough. And somebody came walking through the door and said, it was me. And I said, what do you mean it was you? Because I caused the explosion. So, this is one of the quickest investigations, right? You can imagine the leadership, sure, great, we found the problem, get rid of it. You know, this was This was, this was actually, when you listen to the story, what happened was there a safety-critical metric on maintenance and inspection to do with pilot relief valves. I’m not going to go into the detail of a pilot relief valve but think of a ping-pong ball on top of a straw. When there’s a gas release, the ball lifts up, gas passes to a flare stack, it’s burnt off, so you don’t get over pressurization of a system, right?

That’s the technical bit. Okay, so I said, well, what do you mean? He goes, well, I was supposed to test the, uh, the gas in the cylinder before I put it into the system, and I thought I was putting nitrogen into the system to test the valve and it wasn’t nitrogen, it was oxygen. And so, one of the things you know is you never mix oxygen with a hydrocarbon system because things tend to go boom, right? Okay, and in this case it did, but with minor, minor impact, although the platform was called to muster, the incident management team was all prepped up as a result of this. So, as we dig into it, I said, well, why did you, why did you have to do the test? And the, the, the gas monitor he was using wasn’t working. And it’d been known for a long time this was not working, and it caused it in the, in, in the safety-critical metric. And he was under pressure to catch up. And so, he said, so I knew the number on the cylinder was for nitrogen. I said but did the color not tell you it was oxygen, because, you know, every cylinder has a color code.

Yep.

I want to look, you can see the color of the cylinder, it was in such a poor state. We’d been mixing the gases in a quad before we shipped them offshore. The meters weren’t working, and this guy was put under pressure, and he recognized the number that said this was nitrogen. Unfortunately, that wasn’t the case. It was simply the supplier’s inventory number for the cylinder, not the content.

My goodness. Right.

So, we could have sacked that guy for not breaking the procedure. We didn’t, I have to say. He was counseled. But what we looked at was whole trail of things that we had done wrong as a leadership team to put a person in that situation. You know, so very simple things. How did our logistics chain work? What was our cylinder control and management process? So, we managed to fix an ongoing problem where it’d be very easy to just get rid of the person and, uh, and we would still have the problem. And that’s what I mean when we start looking at injury rates and those types of things.

Sure. 

When we’re looking at those potential. So, injury rates don’t really tell us much. I think the danger is a green dashboard can create false assurance. I think, and it’s very easy to accept being comfortable. You know, those two interpretations of when you see a scorecard: green means we’re good, risk is low, or green means we’re not looking hard enough. And when you’re setting a leadership team, it’s a lot nicer to say green means we’re doing okay than of course, so it’s a natural thing. But the problem is they could create and confirm comfort when we should be challenging more. Yeah, and I think part of the problem as well is how hard those things are looked at because targets, so we’ve all had the debate of a target zero. I would agree with that, that target zeros can lead to people measuring the scorecard rather than the risk.

Sure.

Goal zero is something different to me because that is a moral imperative, not a statistical target. But as soon as we start setting targets to these metrics, they can often stop. If they’re not in the right leadership context can stop giving you information and start being a tool to appease or comfort the new the information that leadership team is hearing. So, boards need information about control, degradation. They need information about drift, workarounds, repeat failures, maintenance backlogs, staffing gaps, and high potential events. They need that type of rich information, not simply a number with a, with a red, amber, green color coding, which is where most organizations fall into. And I see that when, for sure, uh, investors put, uh, directors onto boards, they’re very numbers driven because of quite often they come from a numbers background and they don’t understand really that they’re kind of, they’re kind of bought into, you know, a high number of incidents means fatality likely rather than understanding that’s not the way that risk works. Sure. So, the question is not whether the dashboard is green for them, it should be the question is whether the organization is becoming more resilient, right, or more fragile.

And they can only do that with asking the right questions. So, they need to be asking: which indicators tell us about exposure to serious risk? Which controls prevent catastrophic outcomes? How do we know they work in practice? How can we tell if they’re weakening? What concerns are not visible in the dashboard? And what are people having to work around to get the job done? And if they can start getting answers to those questions, they become more informed about risk.

Yeah, and much more contextual information, less relying on key indicators. But again, reinforces the need to have people that have experience to be able to interpret, to ask those questions, just like you did as part of your board work.

The key thing I want to get across, I would say, today is about serious events and early warning signs.

Yeah.

A core message for me would be the board may not see the exact event that’s coming, but it can often see the conditions that make an event more likely. Again, I’ve got examples of this from a drilling operation where after Deepwater Horizon, a person was put on the job to look purely at bottom hole pressure to assess if there’s any risk, and yet despite that he didn’t feel comfortable then acting in his role, and because the operational pressures, uh, overrode that. So, I think there’s a, there’s an issue as well that both need to understand. It’s all right having controls, but you really need to understand if they’re going to work under pressure when you need them the most. Um, yeah, I think that’s really starting to talk about predictability, and you know, we are talking about looking for workarounds where people can drift into practices that become accepted. We need to understand the trade-offs, the invisible trade-offs that people can see. We need to understand when those two things happening, fragile controls start to occur. In other words, controls that we rely upon start to break. So that’s like the disease process, you know, um, drift, trade-offs, and fragile controls, and risk starts to generate.

That’s the disease. And then we need to rely upon an immune system, and that’s going to be looking at things like, you know, have we considered all the risk? Are we learning? Is stop do people feel comfortable stopping work? Those types of things. So, that’s kind of where the warning signs tend to rest. So, the board needs to really understand and know where the risk is present, and no single report injury or assurance process gives a board a complete picture. Boards need multiple lines of sight. They really need to be looking for direct contact with the frontline and their operational teams. They need evidence, and I stress the word evidence, that critical controls are verified in real conditions. They need to be looking at those high potentials and looking past the immediate cause and into the root causes. They need to be looking for things like repeat deviations, repeat failures, because that’s telling you that something systemically is not working. We need evidence that people can stop work on site when they need to and challenge decisions, and not only at the front line, as you mentioned earlier, Eric, it can be in a planning situation, a budget meeting.

Someone needs to, you know, to feel comfortable raising their hand and saying, do you realize if we do this, we can no longer do this, and that creates a risk, and not have it justified away in that meeting. And therefore, they need to understand what happens when they do raise concerns. We need that feedback cycle as well. I can think of a case where somebody did do that. They raised a concern, they were, I would say, threatened with demotion and other things. And yet it got pushed through, and the month later the event happened, and because that person had challenged that action, there was no major event. And when I’m talking about a major event, I’m doing something on the size of a Piper Alpha type event. So, you know, it’s really important that we, we do listen to those challenges. Safety is not created by a board policy; it’s not created by a target or a green dashboard. It is created through different conditions in which people have to make decisions. The most effective boards do not ask only how many incidents we have, they ask whether they’re vulnerable, are they resilient to issues, they ask what people are seeing and what would stop us from hearing it, and that way they know they can get the information they need.

So, the board’s role is not to predict every accident. It is to make sure organizations are capable of seeing the conditions that make serious failure possible and act on it before those conditions become an event. And that would be what I would say to summarize.

Excellent. Well, Mark, thank you so much for joining me. Really insightful thoughts here. Um, if somebody wants to continue this conversation, wants to reach out, what’s the best way for them to do that? 

They could drop me an email. That’s [email protected]. “Behavico” is spelled B-E-H-A-V-I-C-O. And through my LinkedIn, I’ve got a LinkedIn profile there. Seek me out on the wild west of LinkedIn. They’ll be able to find me there.

Excellent. Thank you so much, Mark.

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

Dr Mark Taylor is a leading practitioner in industrial psychology and founder of Behavico Ltd, a specialist boutique consultancy focused on safety, human factors, and organisational resilience in high-hazard industries. He has held executive leadership roles, advised boards and executive teams, and helped transform safety performance across numerous organisations. He contributed to crowd safety for the London Olympic Games and serves as a Board member of the Tripod Foundation, supporting the advancement of incident investigation and organisational learning to help organisations prevent major accidents.

For more Information: https://behavico.com/

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Managing Psychosocial Risks to Build Safer Workplaces with Kylie Long

Managing Psychosocial Risks to Build Safer Workplaces with Kylie Long

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Don’t miss the latest episode of The Safety Guru! Join us as Kylie Long, a seasoned expert in workplace health and safety, explores the critical role of managing psychosocial risks to build safer workplaces. She provides a practical guide for leaders to better understand psychosocial risks, their business impacts, and how they can be effectively managed across organizations. Kylie explores the psychosocial risks that can impact workers’ mental health, including the importance of identifying and addressing aspects of work design and management that may cause harm. She also dives into the significant financial and cultural impacts psychosocial risks and injuries can have on organizations, from burnout, high turnover, and absenteeism to broader impacts on workplace culture and performance. Learn practical strategies for overcoming leadership challenges, managing psychosocial risks, and creating sustainable improvements. Tune in for valuable takeaways on strengthening psychosocial safety in your organization, building safer, more supportive workplaces, and enhancing overall performance and well-being. Listen now!

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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 Kylie Long, who is a workplace health and safety and psychosocial risk expert coming from Australia. Kylie, welcome to the show. Very excited to have you with me today.

Good morning from Australia. Thanks, Eric. Thanks for having me.

So, let’s get started with a little bit about your background because you have pretty diverse background that got you in this, into this space.

Yes, I do. So, uh, I’m a registered nurse. I still work as a registered nurse, uh, with over 30 years of experience in that space. But about 20 years ago, I shifted into workplace health and safety, primarily to move away from the shift work point of view, um, and working on a 24/7 schedule availability for the year. Uh, but my focus was always on cardiac where people got better, and then I moved into emergency space where I see the back end of when things go wrong. Um, so I transitioned into workplace health and safety, and I see how workplace systems directly impact people when they’re working under pressure, particularly in the emergency department.

Sure.

So, things that I would often see that really link into the psychosocial space that I work in are things like, I see staff with burnout or chronic stress or fatigue.

Sure.

Bullying, poor leadership behaviors and practices as well, as well as sometimes unclear roles within organizations, and also things around unmanaged workloads, which is particularly a hot topic within the nursing profession here.

I’m sure. I think in Australia, but also pretty much worldwide. I’ve heard a lot of it in NHS in the UK, pretty much every, every part. And same as the shifts, the burnout, very, very common. You touch on psychosocial risk. It’s something that Australia is really leading in, in that space. Tell me a little bit about what it is and what are some of the risks that it presents.

So psychosocial safety is not anything new inside workplace. Um, people tend to think it’s something new that need— leaders need to be doing, and organizations need to be doing. Uh, it’s just that there’s some more structure around it at the moment, particularly in Australia with the legislative requirement. So, it’s basically the legal requirement to protect your workers from psychosocial harm in the same way that we would protect our workers from a physical injury. It really focuses on identifying controlling aspects, um, of work design and management that can cause damage to the mental health of a worker. So, some key hazards or things that you might see in the workplace from an organizational perspective, you might see things like excessive workloads, and we just spoke about that before. Unrealistic deadlines, poor organizational change management. Change management’s a big one in organizations. Not many organizations I see do it particularly well. There are always learnings from change management processes. Intrusive sort of surveillance or poor physical work environments as well. But as a leader, you might see things from a leadership perspective. There might be poor support for your workers. There might be low job control over the tasks they’re actually doing.

Or it might be continued sustained high job demand. So, you know, that continual like working under pressure and, you know, you know, having high output that you need to be doing within the workplace, or really things around unclear expectations and poor communications, a particular one around then. And then there might be individual behaviors that workers might be displaying towards each other or, you know, displaying towards leaders, things like— the typical ones like bullying and harassment, aggression, and then that sort of toxic workplace relationships within organizations, which ultimately reflect the culture of the business.

Mm-hmm. And some of these are quite self-evident, but what would be some of the business impacts for organizations when they’ve got presence of these psychosocial risks or even on workplace culture?

So, if you’re looking at the business impacts, there’s things that are from a financial perspective, but also from a cultural perspective. So generally, Generally, when we look at sort of the data in Australia particularly, and I’m assuming it would be across, you know, globally as well, the psychological injuries actually cost 4 times than the physical claim injuries. And workers who sustain a psychological injury generally can take 5 times longer to recover, and they might be 5 times longer away from the workplace than physical injuries themselves. So, there’s a huge financial impact to a business there.

Sure.

If it’s not a claim that goes through, it might be things like increased absenteeism, but it also could be presenteeism as well, where we talk about that sort of silent sort of resignation that you’re just going through the motions. You haven’t resigned, but you’re just going through the motions and doing what you need to do on a daily basis, which really impacts the team performance, but also the productivity of the team as well.

Right.

You might have also see if there are people moving away from the business, you might see like high turnover rates, which then would ultimately cost businesses because they have to go and recruit, onboard, and train people. Or they might need to look at their succession planning when people leave. Like someone’s got to— if they haven’t got good succession planning in place, then there’s a gap there for a period of time. Um, there’s— if you’ve got burnout and disengagement from your workers, that can lead to things like slower decision-making and increased errors. So, I know that particularly from a nursing perspective, you know, when you do have that burnout, that there is increased risk of errors, particularly, you know, medication errors, those kinds of things. And I guess if you’re fatigued or you’re at, you know, stress levels increase, you are more prone to make mistakes, and you might need to rework things as well, which obviously costs businesses as well due to that time delay. And then if you do have that toxic sort of work culture, you might have an increase in conflicts or complaints coming in, or there might be things like blame behaviors and that disengagement again.

Yeah, so generally people feel like they can’t speak up because if they do speak up, they’re like, they’ll be sort of targeted, I guess, is the concern that they had, that the workers do have. 

Sure.

And then I guess from a leadership perspective, leaders might feel burnt out, or they might feel like they’re just doing firefighting decision-making, where they’re just doing that sort of reactive decision-making. And then it’s, you know, disruptive to the organization as a whole. So there’s lots of different things that sort of can come in, even if someone doesn’t put in a psycho— psychological claim. There’s sort of the other flow-on effects for the business.

Sure.

I guess a team that sort of functions in that sort of survival mode, they’re not sort of looking— they’re not sort of functioning in that sort of innovation and continuous improvement model which businesses want to focus on. So, it really does have There’s lots of impacts that it has on a business from not only an organizational perspective, but it flows down to leaders and workers as well.

Yeah, and ultimately the bottom line, if you’re not innovating as what you’re describing, it frequently has a bottom-line impact, but also, it’s an impact on physical safety. Because if you don’t feel comfortable speaking up, you’re also more exposed to one, make mistakes, but also, uh, to get into harm’s way.

Correct. Yeah.

And so, what are some of the best tactics an organization can take on to address and improve on the psychosocial risk?

Uh, so the, so from, from a leadership perspective, they can really start looking at some of those sort of key hazards that particularly in Australia that the legislation focuses on. So, identifying the hazards. So, start looking at the teams and start looking at things like, do we have excessive workloads? Or unrealistic deadlines? Do we have chronic understaffing and constant overtime? Like, are people missing their meal breaks? Are people staying back late on a, you know, regular basis? Right. Are people not sure about what their role actually is, or they might have conflicting priorities and they’re not sure what their priorities are for the week or even for the day? Um, so some things, some practical things like, you know, if you notice that your workers are skipping breaks or they’re staying back on a daily basis or they’re looking constantly exhausted, have a look at your workload and have a look at the staffing issues to see if you need to bring in— particularly during, you know, the peak times in retail that we look at, Christmas time— do we need to bring in more staff to cover that area at Christmas time, or Winter, when it’s the flu season, do we need to bring in more staff to cover sick leave rather than working down in the number of staff for that day?

If teams are confused about what their priorities are during, for example, an organizational change, need to focus in on what the change management tactic is that we’re using within the organization. And communication’s a key one as well during that process. So, when things are communicated clearly and consistently on a regular basis during a change management process, people feel less fear and there’s less rumors that go around. So that’s clear, consistent messaging that’s going out to people, so they don’t feel like that rumor sort of starts that’s not actually substantiated.

Right.

Um, if workers stop speaking up or raising concerns, that’s another red flag for leaders. So, um, often psychological safety is linked to a visibility issue. So, making sure that leaders are visible within the organization so that workers can go and approach them and talk to them.

Sure.

That sort of open-door policy, um, and be, you know, up opportunities for that communication and collaboration within their teams.

Mm-hmm.

And if leaders are feeling like they’re constantly firefighting and emotionally exhausted, um, that might reflect on things like poor systems. So having a look at their psychosocial systems and processes, the workplace health and safety systems and processes as well and have a look at what sort of control they can have over different aspects of that, or if they need additional support for themselves in that leadership role. And also have a look to see if complaints and conflict are actually increasing. So, look at what the workload pressure is, is, um, do we have any unclear expectations? And what kind of behaviors do we tolerate? Because that’s another one, like that, just, you know, that just sort of joking, I was just joking sort of, um, culture that we have. So, some things on a practical also point of view that, um, leaders could do, like those daily check-ins with the teams to see, you know, um, what’s making work difficult at the moment, what’s getting in the way of, you know, being able to do our job. Um, regular workload discussions, that really clear prioritization. So, I often take this with it when I’ve worked in organizations where there’s competing demands.

I’ll have a sit-down and discussion with my supervisor or manager and ask them, you know, what’s the focus for this week? What do you definitely need done this week? What can we slide till next week if we need to?

Sure.

And another one, particularly for those large organizations, is that bureaucracy. So that’s that red tape that, you know, we, you know, the hoops that you need to jump through to get things signed off. Um, trying to remove that unnecessary bureaucracy as much as possible for those leaders as well. Yeah. So, there’s some key things that leaders can actually do.

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, reenergize your BBS program, enhance supervisory safety capabilities, or introduce unique safety leadership training and talent solutions, Propulo has you covered. Visit us at propolo.com.

And I think a lot of what you describe also seems to touch on the system, the system issues that are occurring. I know when we talked about this initially, you talked about leadership training as an example, which is often missing when somebody becomes a leader. The training doesn’t always follow.

Yeah, that’s correct. So often, um, leaders might wait like up to 7 years to actually get a leadership training in within an organization. So, they might be employed for that role based on their technical skills, but they don’t actually have any of that leadership training, um, in place. So, they’ve been managing things like conflict, or they’ve been managing workloads, or they’ve been managing complaints, but they don’t have any sort of formal systems and processes to get that leadership training and follow through what the practical things that they need to be doing. So, it’s often a missed opportunity. And then you’ve already got things ingrained in the way they’re doing things, systems and processes, and then they have to go back and rework that.

And I think sometimes even the frontline supervision is, is often, I find, one of the worst spots in terms of the availability of training. And these are the ones who are impacting the frontline team members typically the most and typically don’t have a lot of training, a lot of background. They were literally the best at the job before, and now they’re supervising a team.

Yeah, correct. So, you wouldn’t place someone in charge of like a high-risk machinery without training them. So why would you put someone in, you know, to lead a team if you weren’t going to give them that leadership development? So, um, and you know, they often work in those sorts of high-risk environments without, you know, little preparation or they don’t have any understanding of, you know, the people management skills as well. Because obviously it’s a practice that people need to, you know, be supported in because not everyone’s a natural leader.

And that’s, that’s an interesting point because in some cases I’ve seen over the years that the leader gets promoted and they see it as that’s what I need to do to get ahead in this organization. But not everybody’s meant to be a leader and sometimes there’s ways to get promoted in expert roles without necessarily having a team that you support.

Yes, completely agree and relate to that. And I am definitely not a person that likes to lead a team just because of all the, the things that are involved, the complexities of leading a team. So, I prefer to be an expert in the field that I’m working in. Yeah.

Right. And typically, how do organizations get started if they realize that they want to address psychosocial? You talked about some of the signs that organizations should be looking for? What would be some of the first steps, uh, and that you typically see?

So, for, from a, it’s mainly focused on a risk management, uh, framework. So, it’s around identifying the hazards, which we spoke about those hazards before. Yeah. Assessing, um, the hazards that you have within the workplace. So, identifying them on your risk matrix or prioritizing them within the business, where they sit, and then having a look at the controls, um, to see what kind of controls that you can put in place and then to manage those risks. So, prioritizing it, focusing on, you know, don’t focus on the low-level stuff like you do with physical hazards around PPE, which would be the policies and procedures. Look at that sort of engineer, you know, elimination and that sort of engineering sort of space about how we can rework what we’re actually doing, how can we design the work differently, what systems and processes do we need to put in place to manage that risk. And then going back and actually reviewing it as well. So, there’s some— the universities here are doing some work at the moment around, well, let’s have a look at where we’re sitting at the moment from a snapshot in terms of our compliance, but then let’s go through and do the work around the risk management perspective.

And then let’s come back in 6 to 12 months to see what, how, what impact we’ve had as a business, um, when we’ve introduced these new systems and processes to manage psychosocial risk. Um, that’s definitely not my specialty because there’s people that work in that space from there is some statistical analysis that they actually do to look at the change management process that businesses have actually been through to see what impact it’s actually had on them from a positive perspective.

Hmm. Absolutely. So why does the topic of psychosocial risk feel difficult for many leaders?

So many, um, leaders think that psychological safety means that it’s about mental illness management for their workers. Or it might be, they think it might be around therapy or managing personalities, particularly difficult personalities, or around avoiding those difficult conversations with their workers.

Yep.

It, it actually doesn’t, it’s not about that. It’s about psychological health that’s always sat within the workplace health and safety legislation.

Sure.

Um, but it’s just changed in terms of with the guidance for it around clarity around the guidance for managing psychosocial risks, but also now what’s enforceable under the legislation as well. So, the word psychological generally will create a fear within leadership and also individuals and teams. The term often triggers some discomfort amongst leaders. Leaders worry about things like, am I responsible for my employees outside of work?

Sure.

Can I still manage performance? That’s another one as well. They’re still concerned about performance managing people because of the implications of that. And particularly in the Australian space, there’s been a little bit of noise around that with large corporations, banking corporations, where someone has been performance managed and then they’ve gone down the line of self-harm. So, there’s been a bit, a little bit of noise in the media around that at the moment. So, you know, they’re concerned, can I still manage my people, um, you know, under this psycho— psychosocial legislation? And another thing is, will every difficult conversation that I have with my team, um, become a claim? You know, will they put a psychosocial claim in, um, against the organization? So, but in reality, its really around psychosocial safety is simply applying the traditional safety principles that we had to manage psycho— psychological harm.

Sure.

Just the same way as you would manage a physical injury, a, you know, physical incident or injury, we need to manage it the same way with a psychological harm as well.

And how does it differ from wellbeing programs?

So psychological safety isn’t really a wellbeing trend. So, it’s not looking at things like engagement surveys and culture surveys.

Sure.

And it’s not about diagnosing workers when you’re looking at wellbeing programs as well. It’s not that sort of quick fix that we need to be focusing on.

Sure.

And it’s not really around creating any new legal obligations as well. It’s really around moving away from wellbeing. It’s around looking at our workplace systems. Yep. How they influence that psychological health. Not just from a physical perspective, but also from that psychological perspective as well.

Sure. And I think to wrap up, what are some of the key takeaways you would have for leaders on this whole topic of psychosocial risk?

Really need to consider it as a core business risk management process. It’s not anything different than what you’ve already been doing. It’s not a new term or new trend that’s come around. And that leadership behavior is one of the strongest psychosocial controls in any organization.

Sure.

And your prevention really lives in amongst how you design your work, what your leadership capability is like within your organization, and we spoke about that in terms of that leadership development, what your communication style is with your workers, and that open-door policy and visibility within the organization. Is getting really clear about the role of the workers within each organization. And particularly, we didn’t touch on it, but around position descriptions, making sure they match what the workers are actually doing, um, and going back and having a look at those and really having a look around, is the workload manageable?

Right.

Um, and do we have respectful behavior that gone are the days of that sort of just joking kind of behavior, um, that we have had in workplaces. Because at the end of the day, when you focus on good psychosocial safety, it will create better performance within your business, a stronger culture. We spoke about the impacts, the negative impacts of psychosocial risk, safer workplaces and healthier workplaces, which ultimately lead to healthier organizations.

Right. And if somebody wants to get in touch with you, Kylie, to learn more about psychosocial risk or, or to explore how to drive improvements, how can they do that?

The best place to find me is actually on LinkedIn where I’ve got good visibility. So, if you just type in Kylie Long, um, and the other place is my website, which is, um, www.support supportandsafetysolutions.com.au. So, if you Google search, yes, Support and Safety Solutions, or LinkedIn for Kylie Long, you’ll find me on that platform as well.

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

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

Kylie Long is passionate about creating safe, healthy, and thriving workplaces where people feel valued, supported, and empowered to perform at their best.

As the Founder of Support & Safety Solutions, Kylie brings over 20 years of experience in work health and safety, psychosocial risk management, and workplace wellbeing across industries including resources, mining, construction, healthcare, rail, manufacturing, education, and government.

Her career began as a Registered Nurse, where she saw firsthand how health, leadership, and culture shape safety outcomes. That experience now underpins her consulting approach, helping organizations go beyond compliance to build workplaces where people genuinely feel safe, respected, and engaged.

Kylie is known for her calm, strategic, and people-centered approach, as well as her ability to translate complex work health, safety, and wellbeing requirements into clear, actionable steps that make sense in real workplaces.

For more information: www.supportsafetysolutions.com.au

LinkedIn: www.linkedin.com/in/kyliealongsafetysupportsolutions

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Ergonomics Meets Human Factors: Building Safer, Smarter Workplaces with Dr. Era Poddar

Ergonomics Meets Human Factors: Building Safer, Smarter Workplaces with Dr. Era Poddar

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In this week’s episode of The Safety Guru, we’re joined by Dr. Era Poddar, who shares her extensive expertise in ergonomics and human factors to explore what these principles are, why they matter, and how organizations can proactively integrate them into workplace design to transform safety outcomes, boost productivity, and build safer, smarter workplaces. She discusses the wide-ranging benefits of integrating these principles, including better decision-making, reduced cognitive load for employees, fewer errors, a lower risk of serious injuries and fatalities, and measurable returns on investment (ROI) through improvements in quality, productivity, and overall safety performance. This insightful discussion also highlights how leaders can champion ergonomic improvements, leverage emerging technologies that are reshaping workplace design, and foster a culture of continuous learning and improvement. Tune in to discover how ergonomics and human factors work together to build safer, healthier, and more productive organizations. Don’t miss this episode!

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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 Dr. Era Poddar. She has a PhD in industrial ergonomics, an MBA from UBC, does a lot of consulting work in the ergonomic space, and is also an adjunct professor at the University of British Columbia. Era, so happy to have you with me today on the show.

Thank you, Eric, for the introduction. And I would like to just— mini-MBA.

Mini MBA?

Yeah, it’s not the full MBA at length, but I will reflect on that a little bit. Okay. Why I mentioned that. Yeah, thank you. I’m really glad to be talking to you today.

Absolutely. So, tell me a little bit about how you got started in ergonomics and the passion you’ve gotten for safety and ergo.

Right, it’s a very interesting question, and I, I have been asked about this for so many times. I remember talking to in one of the platforms in my previous employer, some people were talking about different epiphany happened to them, and that’s what they came. To be very honest, I never had such, such incidents, or I would say positive incidents, but what I had in the— I first, to, to be very honest, I learned about the subject when I went to the university to do my master’s program. And so, it’s a human physiology master’s from University of Calcutta. They had a specialization in ergonomics and human factors. So that’s where first I came across the subject. No one knew about this. I was pretty intrigued about the subject because it has direct implications on human life. Like, of course, industry to design and everything. So eventually, I got to love the subject, and I became passionate about it.

And it’s taking you all around the world. And so that gives you fairly unique perspectives as well in terms of how you’ve applied ergonomics in that space. Maybe let’s start with what is ergonomics and why is it so important?

Right. I should go back to a little bit because I had to also touch base on things which, which intrigued me to be part of this subject. One was like, I started my career in a design project, a mining scenario, and I thought that would be pretty interesting for the audience. So, this project ran for 1.5 years, and then we, we redeveloped or redesigned, uh, certain equipment’s, over 10 of them. And during that time, I realized this subject has a different application and we need to pursue more. That’s where I started doing PhD and all that, all the things. Uh, but as you know, life happens, things change, and I, I started my career in a university setting teaching after completing, uh, my PhD. So, while teaching, there are different design applications from physical product design to interaction design and all that. Stuff. So then, as usual, things change, uh, and I followed my husband to Middle East, and that’s where, uh, it’s a different, uh, scenario of ergonomics kind of came into my understanding because it’s a business side of it. That’s when I started my business because there was less scope of applying in the education domain.

Sure.

And before that, I lived a little, uh, time teaching in Nepal, one of the universities, medical school. So, all these things and, uh, kind of intrigued me to apply different domains of this area as well as leaving my comfort zone, I guess. So, in Dubai, we kind of, uh, what we did was, as I said, there’s less education apply— like application or courses. However, there was a scope, uh, to represent companies who had multiple offices across Middle East to help them in their ergonomics initiatives. So, you could call it a beginning of a mini-MBA for me, hands-on practice, and which I wouldn’t have done otherwise if I wouldn’t be leaving my secured career path. And that’s where it’s a different approach which, which is taken from there. And then onwards, I lived in the US and practiced, and then it came back to Canada at one point. So, through all this journey, which why I, I wanted to mention that I— it gathered to me, one is I understood the local practices, standards, and all that.

Sure.

It also did an interesting thing to me. I became more and more open and like it grew empathy to me more. And that is one of the key factors we practitioners in ergonomics do. And it’s really one of the key important factors to be successful in this field. Right. And coming back to your question, what is human factors and ergonomics? Is essentially reducing the mismatch between product or system and the user. So, in one word, however, there are several, um, definitions you could find. That is, it’s a science of work design, science of workplace design, and so on and so forth. But we always emphasize on one important aspect aspects of ergonomics and human factors, two different words. Yeah, coined together, they actually mean the same according to International Ergonomic Association. Uh, the overall— I mean, uh, the definition is, is like human factors or ergonomics is concerned with the understanding of interactions among humans and other elements of a and this profession applies theory, principle, data, and methods to design and optimize human well-being and overall system performance. So, we always focus into the system level, uh, changes so that it affects in an effective way for long term.

So yeah, in one word, it helps, uh, I think, reduce any mismatch between any system and product. And improve productivity.

And so why is it so important for businesses to look at that combination of ergonomics and human factors? And what’s the ROI that comes from it? 

It is a very interesting question. And we still, I mean, it’s proven, understood that it’s a business-friendly concept.

Sure.

Why? As I said, it reduces mismatch in very different ways. From building design to the product design, even for software design. So, there is a coin word called usability. That’s actually how you reduce the mismatch between human and the software or any interface design. So, over the years, it has been shown to be kind of helpful for the business. And why it is helpful? It reduces error, less time, and sometimes the processes are improved in, like we call them, ineffective time. How you reduce them? All this together, as well as a different reachability and use— usability, or ease of usage of any, any such product. Or given— I will just give you some examples.

Yeah, that would be good.

Yeah. Like for, uh, suppose a company who has a production line who produces certain products. Now if the workstations are higher compared to who are operating and there are a lot of reaches, like you move your hands pretty quickly and there’s long reaches. Now if we do it once or twice, that’s fine, right? And if you do it throughout 8-hour shift, sometime industry have 12-hour shift. To. Sure. So, these are the different aspects. One is size-wise, one, one is process-wise. And suppose you have kept certain products or so stored certain products in a different section. Now the employee has to go bring them. So, there are different touch points and different level of postures which is happening, which could have avoided with a better design.

Sure.

When the industry is built or when the workstation— yes, when the workstation was designed. So that’s where if we incorporate these issues, like how this whole process works, where, where people has to interact, and who will be the person who will be interacting. It is a range of people, not every— like, for even given, uh, different genders, there are sizes. And suppose, giving example, 95% percentile stature, people may not be having 95th percentile hand length or arm length, right?

Right.

So, all these challenges kind of available, or it is there within any workstation workplace setup. So, the more we kind of accommodate these requirements since the beginning, you definitely kind of benefit. And end of the day, product quality also improved. So, this whole span of activities, if we consider it effectively, we will save on time, we will reduce injuries, and the injuries will be less fatal, as well as there will be less error. As a result, you will get a product which is quality-wise better and more product. So, it’s an overall win-win for both employees and the employers in a way. I hope I understood.

No, no, absolutely. Yeah. So, and it’s something, as you talked about, it can mean how I design a plant for how the workers are going to work in. But I could also retroactively drive some improvements. So, there is less movement that’s unnecessary, less lifting, bending, stretching, overreach occurring throughout the day.

Also, less decision-making.

Sure.

Because more and more workplaces becoming automated.

Yeah.

And people are even in regular manufacturing settings; we see employees has to interact with machines where they have to put input and given that the cycle number and what is the output number and all that. So, these— all these interactions are happening at like simultaneously.

Sure.

So, there are cognitive demand as well as physical demand. I, I just gave you a very simple industrial scenario. So, there are complex scenarios like pilots interacting with machines, or we are driving a car. There are so many distractions these days, from external to internal to phone and displays and stuff. So yeah, it makes more sense to incorporate through the design at the beginning. However, it could be applied in every stage.

Sure. Yeah, to drive improvements, to improve the work practices, but also the cognitive load that you mentioned before in terms of the decision-making. I like your example of the car as well. So very, very beneficial. As you said, there’s a The ROI is really because it’s helping, one, the workers, but it’s also helping productivity directly. If you have less distractions, you have less complexity in your decision-making and less movement to complete the task. Is that fair?

It is fair. And I should also add where it is, most of the time, the ergonomics or human factors concepts are applied towards later phase, like when you have an injury, right? And this is not that proactive, more reactive approach. Unfortunately, in— especially not even only in Canada, I have seen in the US or even in the Middle East, that’s where we are called as a practitioner. So, when everything is all set, you have a process set, you have a design set, and there are also different teams working together, not including one of, like, human factors or ergonomics professionals within. So, what it does is there’s always a gap remaining. So, end of the day, which we see, there is an incident, and most popular incident which relates to ergonomics, human factors, that’s musculoskeletal injuries.

Yep. 

And that’s where people think that’s what ergonomics is, which is not at all, uh, right directions. But that’s where most of the time we are called in. So as there also huge number of dollars are lost every year, if we see the recent statistics even through WorkSafe BC locally. It’s over $2 billion of cost. 

Sure.

And over the year, like recent years. So that is something has to be definitely seen as one of the ROI where we could control this cost.

And ideally done proactively, right? So, as you mentioned in the plant design, or even at a later stage to drive improvement.

Yeah, true. Unfortunately, that is not always done that way. 

Yeah, unfortunately not. Yes. Yeah, unfortunately, sometimes you need an event to realize it wasn’t designed the right way. So, one of the things I know when we first connected that you touched on, which I thought was very interesting, is around changing workplaces. And there’s a lot of changes in the current workplace. How does that impact the space of ergonomics and human factors.

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 propolo.com.

Few things we have to understand. Since World War II, when the subject evolved, many organizing factors, there’s very less understanding across other disciplines about the breadth an application of the subject. So, when, uh, the workplace changes considerations came into play, especially in Canada with the Inclusive Act and all that thing, uh, the concept remained pretty old. Like, it’s not that new, right? Uh, so the changing workplace has been— we see, just giving you an example, if we visit, even you come to any public place or any workplace, you will see different variations of populations coming from different cultures, background. So how does it affect the workplaces? Uh, one is size, like your anthropometric measurements. You have a different language spoken throughout like when growing up. So, you are learning a different language, you are getting instructions through different languages. As the same— at the same time, we have different, uh, equipment’s incorporated into the workplace, more like recent AI. And over the years, we have seen a lot of more automation happen. So, employees are interacting with various different as I mentioned earlier as well, the physical, like manual material handling to giving input to the machine to do a proper setup speed.

Sure. And the production. At the same time, you are getting information through your handle devices.

Yep.

And you are also interacting with some of those displays. And there’s a workplace changes happen through the age. We have older work curse, who has limited ability to interact with digital devices, right? So, these are a complex scenario where you have different, different genders, you have different background, you have different language, culturally different thinking. We don’t have enough time to talk about that stereotype things, but it is there. We think differently, we perform, understand differently. So, these vast and different sizes, as I mentioned, we incorporate this whole group of population within a particular workplace. Right. So, definitely there will be repercussion on that. Yeah. Unless it is really designed well or it is accommodating all this requirement. And at the same time, you have differently abled people who have limitation like moving or different level of cognitive abilities. So, there are so many different challenges within that place. So, when we say the accessible or universal design concept, so we, we talk about all of these people is welcome in that workplace or any space, and they can easily interact with all these different things. And how we make those things user-friendly for them. So that’s when we talk about different level of accessibility or universal design.

Which really means a lot more flexibility in terms of how you would interface with equipment, the technology, potentially very different sitting position, if in that scenario, you’re talking about, where there’s flexibility of adjusting depending on what’s right for that particular individual.

Yeah, I can provide you another simple example. Suppose you are accessing, uh, like an ATM machine, right? Right. So now, for people like you and me, I will go walk, park the car, go walk and access. It’s not a big deal. We know these are bigger buttons and everything. Now consider this person who cannot move, who is on the wheelchair.

Yeah.

Now there are different level of accessibility they need. So, he has to access the building first. There has to be certain ramp where they can access. And then there has to be certain reach so that they can see it, still see it, and interact with the machine, right? Not only physical buttons, but there are also digital buttons. 

Sure.

So, then there are all these requirements. So, you have a person who will operate this machine standing, there’s a person who may come on the wheelchair, there’s a person who may come in differently, other way of different, and there is person who cannot see. And also, the language-wise, so people may read English well, some may not, some may come from suppose Mandarin They speak Mandarin, reads Mandarin or Japanese.

Sure.

So, consider a world where all these people live together and interact with the machine. So that’s where the usable or universal design or accessibility come.

And bringing that to workplaces as well, because the same example, it’s how do I design a work environment, whatever that work environment might be, to have that flexibility in terms of interaction.

That’s right.

Excellent. And I know one of the themes we also touched on is around now that we’re hearing more and more about exoskeletons. How does that play into these human factors and ergonomics space?

That is another interesting area of time. Anytime we talk to colleagues, they come up with this question. So, I was recently listening to one of the webinars done by— I don’t remember the organization, but the person who was presenting, Dr. Christopher Reed from Boeing, he was reflecting on many such research and applied within the Boeing scenario. I will refer some of her— some of his topics. So, exoskeleton is, of course, related to ergonomics. It’s not like insects and others. So, it’s an external structure which helps us to support while working. 

Sure.

So, we call them industrial exoskeleton. And there are different types. Some are automated. I mean, they are more advanced these days. But essentially, it is built to support while working.

Right, sure.

So, few, a few different types. I’m very broadly, I’m touching this. One is made for postural assist system, like when someone is working within an environment or very concise space where you cannot do any engineering changes, where you cannot implement those changes. So that person has to work in a certain position, suppose electrician, in that space. You cannot bring in any other equipment. So continuous working within that space and having those shoulder and arm muscles in the, like, over above shoulder level. So that’s when this type of exoskeleton helps. Like, it’s a postural support where hands and shoulders and— sure, other, other part is supported. There is other type of where you have full body support, like especially doing manual material handling where any other engineering changes or equipment could be provided in such certain scenario. It seems that quite a few other companies, including Boeing, is using them while making the airplanes, not— I mean, after it is done, so before that part. So since employees are using them, I had also interacted with few local clients Sometimes, uh, some of the workers like it, some don’t.

Of course.

So, some of them— I, I was amazed to hear this— the— my contact person who was saying that 2 or 3 of them didn’t like it, so they never would wear them.

Sure.

So, there are 1 or 2, it happened that they wouldn’t open it. Without that, they cannot perform. So, there are different varied level of acceptance. Sure, there’s definitely different types of acceptance level as well as, uh, I mean, the type of work people does. Depending on that, this is effective. So, it’s always the first thing we as a professional suggest. If there is option, engineering changes is better options. In any day. However, there is no, I mean, opening to incorporate such changes, then explore this. Still, there’s a lot to— yeah, there is a lot of research has to go in. It’s still developing.

Yeah, absolutely. I think for me, the first example I saw of this was, I’m going to say it’s almost a decade ago, and it was in Japan with baggage handlers, and it was around how do we reduce the lifting and switching that’s happening when they’re moving bags, which sounded very interesting if you think about the repetitive motions and the— you don’t even know how heavy a particular bag is going to be, which adds a lot more risk as well to that equation.

Yeah, you’re right. And also, I remember mentioning I think 6, 7 years back, uh, still the COVID at the beginning of COVID or before that, there were, uh, we ordered some furniture’s and people came to deliver. Some of the company who was contracted to do that, so the employees, their employees were using those exoskeletons to move those furniture’s. Yeah, so I have seen, it’s interesting, few companies adopted them pretty well. And then sometimes, as I said, it’s, yeah, not always accepted.

And as you talk about change, I think one of the things that makes good sense to transition to is what’s the role of a leader in driving that change, right? So, they can— we talked about your role coming in and assessing, but how can a leader support change?

It’s a Very important and interesting topic, and that’s one of my other passion area these days— how to incorporate human factors ergonomic concept within the strategy, right? So, we all know this concept is old enough. However, it’s less accepted amongst the senior leadership.

Sure.

One main reason is the language we speak. So, language has to be such so it is acceptable to the senior leadership. And senior leadership, one and important part which I realized over the years is, of course, they have to be trained in certain aspects. So, we as a professional has to be able to speak that language which caters to that group. At the same time, leadership has to be a little bit open towards these new concepts coming in, right, which is beyond the conventional, okay, they have— there are standards, engineering standards, and we— sure, we have it, then it is all done. It is not always the case because at the end of the day, users are human, right, right. And or whoever is using it, they are the one who is manipulating with the system.

Right. 

So, the leadership’s main, I think, the initiative would be understanding, like keeping a little open mind, one. Second is putting a human factor economics concept as a strategy goal, which is actually part of their business decisions. Then if you have a budget, allocated already, then it’s much easier to implement at the design stage than at the level when an injury already happened.

It really touches the whole space of safety by design, even in terms of if you, if you do things right at the front end, and you’re putting in the time and the effort, you’ll be much better off later.

Exactly. And also, we always say this, you have as a company, every company has their standard operating procedure or SOPs. So, it is always smart to align the programs, including safety, ergonomics, and other programs, to that, right? It’s, it’s much— it makes a lot more sense. And if you remember, I touched upon briefly on a certain point that we have various departments within a company. Unfortunately, some of them, they don’t always interact, or there’s less, less scope, or whatever may be the reason, that interaction is very important. And leadership can bring in that interaction so that same things are simultaneously done but not applied effectively. I have seen that in my practice. That quality team had come up with an idea which is not fully applicable because of the other challenges, However, there was another department have developed a newer idea and applying them within the team which others didn’t know. So again, the communication, communication, and allowing this communication to happen free flowing among different departments without a bias. So that is another leadership role I, I think would be very helpful in such initiatives.

Sure, absolutely. And so, if somebody wants to get in touch with you, what’s the best way to do so? And maybe share a little bit about the type of work that you do to help organizations in this space. 

Right. So best way to reach me through LinkedIn. Also, we have our website, www.argoera.com. You can and definitely click to that website and see our services.

Yep. 

We do offer different types of services. We do offer the program support where the corporations can— an ergonomist like us or others can work together to come up with a plan or aligning their SOPs, which is more long-term. And I think we focus more into that. However, as I— excuse me— as I said, there are a lot more focus into risk assessment or management. So that’s where a lot of business come through that area. So, we do, of course, cover that risk assessment. It could be your industrial risk assessment to corporate. At the same time, we also do worker compensation. Kind of support. I mean, you do need that kind of risk assessment as well, and all, uh, different types of workshops, being it the executive workshops to strategy level workshops, and also participatory ergonomics.

Makes sense. Excellent. So, Era, thank you so much for joining me today. Appreciate your time.

Thank you so much.

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. Era Poddar is a Canadian Certified Professional Ergonomist (CCPE) and safety specialist, with broad international experience across North America, the Middle East, and Asia. Her expertise covers industry, academia, corporate, and government sectors. She holds a Ph.D. in Industrial Ergonomics, a NEBOSH International General Certificate in Occupational Health and Safety (practical applications), and a mini-executive MBA from the Sauder School of Business, UBC.

With more than twenty years in consulting, coaching, training, and research related to ergonomics, human factors, workplace accommodation, and safety, Dr. Poddar helps organizations meet goals in health and safety, ergonomics, and MSI control. She currently sits on the Board of Directors for the Canadian College for the Certification of Professional Ergonomists (CCCPE) and actively contributes to the International Ergonomics Association (IEA) Health and Safety Technical Committee, where she leads a group advising on ISO 45001: Guidelines for Ergonomic Processes. Additionally, she is part of the Canadian Mirror Committee (CMC) to the ISO Ergonomics TC 159.

Era is the founder director of Ergoera Services Inc. (https://ergoera.com), which provides customized ergonomics and occupational health and safety services and training. She also serves as an Adjunct Professor at the University of British Columbia, guiding master’s students and professionals in industrial ergonomics, injury prevention, design ergonomics, human-centered design, and user research.

Known as an innovative entrepreneur, leader, and public speaker, Era balances her roles as consultant, educator, researcher, and mentor. She has successfully managed multicultural teams globally, including in North America, Asia, the Middle East, and India. Her work involves leading excellence initiatives, promoting accessibility and universal design, developing safety and ergonomics strategies, and implementing quality improvement programs. Throughout her career, Era has spearheaded ergonomics programs, risk assessments, participatory projects, gap analyses, and process improvements in sectors like manufacturing, mining, food processing, government, corporate environments, and healthcare. Her evidence-based, user-centered approach supports healthier, safer, more functional, and productive workplaces, reflecting her commitment to “Design for All.”

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

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The Power of Coaching: Building Safety Habits That Create Lasting Impact with Dr. Nicholas Weatherly

The Power of Coaching: Building Safety Habits That Create Lasting Impact with Dr. Nicholas Weatherly

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ABOUT THE EPISODE

Join us for a compelling conversation with Dr. Nicholas Weatherly, CEO of Deliberate Coaching International and a seasoned expert in applying the science of behavior to safety, leadership, and performance systems. In this episode, Dr. Nic explores the power of coaching, how to bring it into your organization, and how leaders can use it to drive meaningful and lasting change. He explains how small, consistent coaching interactions build safer habits, strengthen teams, and create a culture where people are set up for success. Discover why the safer path is the best path, how intentional coaching conversations drive meaningful behavior change, and why habit formation is essential to improving safety culture across an organization. Dr. Nic also shares practical coaching strategies leaders can apply immediately, including the power of asking open-ended questions, having brief but purposeful conversations, and consistently reinforcing positive behaviors. Tune in to discover how intentional, consistent coaching can transform safety culture one behavior at a time!

READ THE EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and wellbeing 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 Dr. Nicholas Weatherly. He’s a CEO of Deliberate Coaching International. He’s also a professor at Endicott College. And let’s get started. Really happy to have you with me on the show today. Tell me a little bit about your background and how you started in the safety space.

Yeah, really appreciate you having me on. Big fan of your, of your show. So yeah, appreciate the opportunity. So, my background in safety, so I’m a behavior analyst by training. I got my undergraduate through PhD in applied behavior analysis applied to organizations. So, for the past about 20 years or so, I’ve been focused on researching behavior patterns, understanding why people do what they do. Especially in high-risk environments. You know, we work with organizations all over the world to set up cultures and safe practices. So, my father worked in injection molding, and that was the kind of the— so when I was an undergraduate, so I always saw his work and the evolution of safety practices in his work and lack thereof. So that was my first kind of dabble into industrial safety. He’d always bring me with him to his shop. And then I did some assessments in injection molding when I was in college, uh, just to kind of get my feet wet there. Cause I was comfortable with the industry, really liked safety work, started doing some work in hospitals and, uh, clinical settings in government and kind of moved into you know, a lot of energy spaces, everything from nuclear to oil sands and natural gas, you know, and then some construction spaces.

Sure.

So, so yeah, that’s kind of been my safety, safety journey. You know, working with other fields, you know, I’m, you know, I’m there just to help kind of identify and build patterns of behavior to help build safety culture. So, so yeah, that’s why I love so much about it. I could be at a different industry any, any given day, and I love working in safety and safety leadership. So yeah, that’s a little bit about how I, how I got here.

Sounds excellent. And a lot of the work you do is in the coaching space, same as the name of the organization you work with. I’d love to explore the topic of importance of coaching, and maybe we start around what is coaching, because too often you hear the words, I’m going to coach you, but it’s a negative because it’s performance management. But this is not the context we’re talking about, right?

Yeah, great question. So, there’s a bunch of different types of coaching that are out there. And I just want to preface that our version of coaching is specifically behavioral coaching. And I, I get a lot of value out of different coaching models and not all of them have the same, what we kind of talk about as form and function, you know, what coaching looks like and then the purpose of coaching. And the purpose of our coaching model— and, uh, Dr. Paul Gavoni and I developed, uh, deliberate coaching approach. We have a few books out on deliberate coaching. We use the science of behavior, behavior analysis, as the foundation of our behavior-based coaching model. And the purpose of our coaching is to build habits, to essentially to help people become good observers of their behavior. And their impact so that way they’re engaging in the safe path, the ethical path, the mission-aligned, safety-aligned path, not just because they have to, but because it works for them. Sure. Uh, and so that’s why we focus on coaching interactions. We focus on very person-centered. It is, uh, very driven on what is important to the individual worker. What, uh, uh, supporting, setting them up for success, supporting progress along the way, making sure that they’re not in this kind of fear-based environment, that they’re seeing what’s working for them.

So that’s the purpose of our coaching is really kind of a hands-on field coaching. We do remote coaching work as well, but, uh, really, you know, getting out there with them and helping them see what’s working, what’s not working. And, you know, from an organizational perspective, it’s, if we can, if we can make the individual worker’s life better, it’s going to ultimately trickle to the organization. It’s going to make their life better as well. So, it’s not just about, you know, doing this because the boss says this or because it’s good for the organization. It is, but, uh, we want to make sure that we can make their lives easier to show them that, you know, you don’t have to kind of. Cut corners and do all these other things in order to kind of get the outcomes that you want. So that’s what coaching means for us, setting up people for success, not spending all of our time on training and retraining and signage and more signage, right? But setting them up for success and then making sure that they get the support on the job when they need it. So that’s the critical piece for us.

So, so I like one of the things you were talking about in terms of— I think those are actually your words— um, the safer path can be the best path. So how do I bring those two together? Because often when it comes to shortcuts or drift is we start thinking that a more convenient path is the better path.

Yes, yes, 100%. And that’s, that’s why, uh, you know, one of the, the, the center pieces of what I do is really just acknowledging that, you know, people do what they do because it works for them. You know, we don’t have to blame them. We look at the systems, and it might not work for the organization. It might not work for their peers or clients or whomever, but it’s working for them. If not, they wouldn’t be doing it. So that’s why we want to, you know, show them that, you know, there’s a number of different ways of getting results. What I always talk about with my clients is, you know, there’s a number of different ways of getting results. We get results by focusing on the most valuable part of any organization, which are the people, right? And really supporting the people and showing them that, all right, this, you know, change is hard. Change results in a lot of error. And I want to be able to help them find some quick wins, help them find an easy path, help them, give them the resources to make them more fluent in what they need to do.

So that way it’s, you know what? I can actually get my job done, get my job done better, and still be safe. You know, help me get to that point. And that’s why it’s such a— I enjoyed, you know, this individualized, you know, tiered coaching system that works from frontline leaders all the way through as high as I can get.

So, yeah, it’s not— it’s not like we said before, it’s not coaching as performance management. It’s coaching to get better at what we do.

Yes. Yes. Though when I do coach action plans with people, we help them identify things they want, things that are working for them that they want to enhance, things that aren’t working for them that are barriers in their environment. What do they need from their boss? What do they need from colleagues and their direct reports? And just, you know, and I always tell them, you know, what, what will make your life better? You know, and let’s just start there. They pick the goals, we work down the barriers, and then we track progress along the way, you know, really making sure that we’re reinforcing there, their progress, not waiting for them just to be perfect at the end, and just kind of helping them get the tools they need to be successful. And, uh, you know, very, very, uh, proactive and, and, and positive approach. So that way, you know, as you know better than anybody, you know, people freeze up in, in environments of fear, you know, when they’re just on their tips. And you don’t want people doing that in safety. So, I want them feeling comfortable talking about barriers and, and what’s working.

So that’s why I love coaching so much. It’s, it’s, uh, it, it really helps. You can, you know, meet people where they are, and I love that.

So, so tell me a little bit about how you develop that coaching skill set, because that’s the key. It’s, it’s not about Nick showing up and coaching thousands of people. How do you get leaders to become really good coaches? Um, just like any sports team, you’ve never seen a sports team without a coach.

The starting point, you know, again, you can attest to this, you know, often when I come in, I’m, you know, the 8th consultant that they’ve seen. I’m just the different flavor of the month. And, uh, and I completely, you know, I completely get that. You know, the people who hire me are significant levels above the people where I want to be working, you know? So, they’re, they didn’t hire me, their boss’s boss hired me. So, they have no idea. They’re just meeting with me because they have to. Uh, so one of the first things that I want to do is just really identify, as I mentioned, just things that will help them, and then let’s just start there. Focus on getting some quick wins, things that get some momentum going, so they can just see value in the process, and so they’re meeting with me again, practicing what I preach, not just because they have to, but because they’re actually seeing some value in it. Sure. You know, that’s my ultimate goal. And so, we start from there, and we really kind of build it up systematically. The, the first thing that I’ll start with is, you know, as the behavior person, my focus is on none of my stuff works if leaders aren’t interacting with folks.

Of course, you know, there are barriers. You know, sometimes if you’re in a big mine, it could take 2 hours to get from one direct report to another. So, one of the first things that we work on is we have to find ways for you to interact with your direct reports. You know, that’s the first barrier, because if not, I can preach to them and train them on all these other things.

No impact.

No impact. There’s going to— they’re just going to think That’s adorable, Nick. I really appreciate you thinking that’s going to work. And then they’ll leave and ignore me, wait for the other consultant to come in. And so, I really focus on that, breaking down barriers for the interactions. Once they start, you know, being able to interact in any way they can, then we start fostering the quality of those interactions and really trying to get them to see the value of the interactions that they’re having, helping their direct reports see the value of the interactions. And just meet with them a few times a month. I meet with their leaders also that are in the coaching program a few times a month. We have about quarterly meetings where, where if I’m coaching a frontline leader, we’re meeting with the frontline leader and their boss at least quarterly just to kind of check in to see how things are going, make sure everybody’s seeing what’s working. Because they need to be supporting each other. And yeah, we just kind of work from there. You know, it’s really just about individualizing it and helping them see that, you know, is this working for you?

And to be like, I’m on, I’ll be honest, dude, like this is not working for me at all. Like, all right, well, we got to tweak some stuff. We got to break down some of these walls. So.

Sure. And can you walk me through an example or a couple of examples of how this comes to life in an organization? And starts shifting culture ultimately?

Yeah, that’s a great, it’s a great question. I have an example and it’s, it’s, I was, I was working for a, a larger mine that brought, that had a bunch of external consultants, and they got some senior leadership, new senior leadership. And they said, I’ll be honest, I have no idea what any of you do. How you work together. We’re wasting a lot of money on you. So, they flew us all up to talk about, to give presentations on what you do. And, uh, the, there were, you know, the process safety people, there were the people focusing on training. There were people who were doing kind of what they called like group coaching or something like that, which is more like, was more like classroom-based coaching. Or, uh, there were people, there were the auditors, you know, people working on new, uh, new tech and things like that. And, and then I went up there and then I talked about, uh, I talked about the field coaching and the, the behavior-based aspect of working with individual leaders. And there’s this consultant in the back, this very nice, very nice lady. And, and she raised her hand and in the most condescending consulting voice you can think of, she said, so you like help people wear their seatbelts?

And they all laughed and laughed. And, and I said, I said, well, yeah, you know, if that’s part of it. I said, you know, as we’re talking 3 levels ahead of these people spending months talking without them being involved, and even when they are involved, they’re just being talked at. Sure. They still have to show up at 6 o’clock in the morning and work in a very at-risk situation. And they’re all being ignored. You know, they’re there. They don’t know how they’re being evaluated. So, they don’t know how they’re being judged for promotion and for, for raises. They’re being evaluated by people who have probably rarely seen them work, you know, and then while they’re waiting for all these things to trickle down, nothing’s getting done. They’re taking survey after survey and all these types of things. So, while all this stuff is happening, they need help. You know, somebody needs to go to them and say like, hey, you know, what can we do to help you tomorrow?

Sure. 

It’s like, like, let’s do this tomorrow. And, um, and that’s what I love about what I do is that, is you, you know, I’m not an expert in any of these areas. My, I’m just the behavior person. That’s what I’m here for. They’re the expert in what they do. I just help them get alignment with behavior and results, break down barriers, get momentum, build habits. And the— and what I told them was, you know, at the time we had worked with about, uh, you know, and colleagues of mine, we had worked with about 500 or so individual leaders. And so, what I said is that, you know, we have about 500 or so individual leaders that we’ve worked with so far. Each of those leaders had to identify at least 3 priorities in terms of, uh, you know, behaviors and impact that they want to focus on, right? Uh, things that are important to them. Each of those behaviors often had sub behaviors that we had to build up as part of it. And then they take those and then working with the leaders, they’re doing the same thing with their direct reports. So, they’re working on those own, their own behaviors, building those habits and those sub behaviors and then moving along.

So, if you take that, if you take 500+ leaders with 3+ behaviors, each one trickling down to their direct reports, like that is what demonstrable culture change looks like. You know, we’re changing culture one behavior at a time, you know, impacting these patterns of behavior. And it’s like, you know, so you could talk about culture change from an abstract level, but that is, you know, that is mathematically how you can really get demonstrable culture change while yes, helping people just be safe on a day-to-day basis. You know, so that I like that example because it started out very condescending, but it was a good teachable moment. It was a good opportunity to talk about, you know, sometimes we forget the human in these safety conversations.

We often forget there’s a human. In that, in the context, right? And so, I like what you’re saying in terms of one behavior at a time. I often use the analogy of the movie Any Given Sunday, inch by inch, right? In terms of that’s how you win is every inch, and it takes, you win inch by inch. And so very much aligned in that standpoint. The other piece that struck me from what you were talking about before is You talked briefly about habit development, um, with, with those leaders. Tell me more about how you’re building habits.

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Uh, yes. So, the main foundation of the habit development process is the, the coaching interaction, and we focus on brief frequent, consistent coaching interactions using open-ended questions.

Sure.

And the idea of this is that, as you, as you talked about, kind of inch by inch, everybody’s very busy as, as, as it is. And there, as I mentioned, being the different flavor of the month, they’re rolling out, they’re still rolling out old consultant strategies and they’re waiting for me to leave so they can roll out new ones. So, so my big thing is they’re always busy as it is. So, but, you know, from a scientific standpoint, the research shows that if you’re going to shape behavior and accelerate learning, you need to follow up with them. You need to show that, help them see what’s working. You need positive reinforcement to support their progress along the way. And that’s how you can keep going. So that can’t be done randomly, and it can’t just be done, oh, I’m just going to check in once a month, sit down and go over 15 things. So, we need, we need those interactions and we need frequent interactions and follow-through if we are going to, you know, shape performance.

Sure.

If you want to have frequent interactions in a very busy day, they must be brief because they don’t have a whole lot of time.

Yeah. 

And then if those brief interactions are going to be effective, they have to be concise. So that’s kind of the foundation of let’s just maximize. You’ve got like 1, 2, 3 minutes to have a conversation with somebody. And we want to kind of not give them a fish, help them, you know, learn how to fish, you know? So, we might go up and just in passing, or maybe this is something that we worked with them on the day before and they’re having a hard time avoiding stepping into the line of fire. And we walk by and we’re like, hey, quick, I saw you step into the line of fire while you were adjusting that valve.

Sure.

And they’re like, hey, I was just trying to, you know, fix it quickly. I get that. Let’s walk through, you know, what are some of the risks, you know, that you, you know, put yourself in danger and other people around you, you know, and they, you know, talk a little bit about, and then we just have a quick conversation, you know, what’s the safe expectations that we can, we can work on here. If they don’t know that, help them find the safe expectations. If they don’t understand the reason for that rule, help them see the reason for that rule. Uh, what can I do to help you to break down this barrier? And just get them talking about, you know, I didn’t notice that, or I didn’t see this, or I didn’t notice that this is what, uh, this is what’s working and this is what’s not working. You know, just having a quick interaction so that way by the end of it they’re like, I see what I did, I see how to notice if I’m doing this well or not, and I see why this is important. And if you can get that done with some good open-ended questions, then after a while they’re doing this not just to avoid you, they’re like, I’m actually This is working for me.

Like, I’m not only like, I feel less nervous on the job because I’m safe. You know, I have fewer near misses, you know, going on right now and I’m getting the job done. I’m getting the job done quickly. So, you’re just using those good open-ended questions so that way over time they’re not, you know, just waiting for your feedback. The feedback is good. It’s in your praise is good. But they’re doing it because they see the value in it. And that’s what we talk about as, you know, building habits. It’s just like if you’re doing it, if you’re going to the gym, you start going to the gym, you’re not seeing any results. But after a while, you know, you’re going to go to the gym because like, I actually feel better and I’m fitting into my clothes better. And they’re doing it because they— it actually works for them. And that’s what we’re kind of shooting for.

Absolutely. I really like what you’re saying is really, it’s about the conversation. It’s about the coaching interaction. And I think what sometimes on the behavior side people miss is they became obsessed with a form and a tick list. And then, they automated tick lists with like 180 different things to go look for. But it actually has nothing to do with that. It has everything to do with the conversation, which could be a coaching conversation like you illustrated, or like you alluded to before, could be a reinforcement recognition. Hey, I noticed you’ve changed. This seems to be working well for you. So that recognition piece or the coaching to me is really the crux of this.

Yeah, that’s well said. And that’s exactly it. It’s that conversation, it can be fast. It can, you know, one of the, you know, I view it like this where an individual got promoted to management because ideally, they’re really good at what they’re doing.

Sure.

You know, and they’re really good at that frontline job. And so, they get promoted and, you know, and I encourage my clients to do this, and I encourage your listeners to do this. If one of your direct reports has a really crappy Tuesday and then they have a really good Wednesday, you know, things aren’t going wrong and, you know, they’re happy and there, you know, I was like, just go up and ask them what, what’s the difference between Tuesday and Wednesday? And if they can’t tell you the difference and the, and the critical things that they did differently, then you can’t expect them to replicate that. But that’s the, that’s one of the jobs of a leader. Like the leader might know that, you know, through their observations that I know the specific thing that you did differently from Tuesday to Wednesday was what you did pre-shift. And how you talk to so-and-so pre-shift. And that was the critical thing that I saw. And then, but you don’t tell them that, you know, you go up to them and say, hey, today’s going well. Like, what’s, what’s going on, man? What’s going differently? And they say, well, you know, you know, we got fewer trucks down.

Well, that’s true, but like, what specifically are you doing so well today? And help them see that. And they’re like, huh, that’s right. I’m going to keep doing that more. But it can be a quick, you know, just a quick pass-by conversation. And just get them chatting a little bit, help them see it, and move on.

Yeah, absolutely. And so, I want to end with one last topic. It’s this element of behavior in the context of HOP, right? So, HOP we hear about a lot lately. A lot of value from a systems thinking, from a broader view of what’s the impact. Tell me how the two fit together, because I believe that they should be linked. And I think some purists on the HOP side would say no. But tell me a little bit about your perspective on how behavior and HOP connect.

Yeah, of course. This is something that I’ve admired about the work that you do, because I do think you have a good collaborative perspective in how— and which is what we need in safety. We don’t have we don’t have the luxury of focusing too much on competing safety approaches. And my cop-out, the luxury of me as that condescending consultant, made it very clear is I’m just the behavior person, just the behavior guy. I just help people implement stuff. Right. You know, and that’s the same thing with things like HOP where it’s, you know, they— HOP has a as a strong philosophical foundation. Good principles, principles that are shared with both in behavior analysis and other areas in terms of systems drive behavior and, you know, blame doesn’t fix anything and you have to, you know, seek to understand. You know, you see that, you know, you see that a lot and, and people like it, you know, and anytime I see anything that people like, I always want to reverse engineer it and figure out what they like about it. And HOP has, you know, good components there. The, uh, so in the end of the day, whether it’s to me, it’s, it’s, it’s the exact same thing as an organization has their set of values, right?

They need somebody to help them implement their values.

Sure.

Uh, that’s where the behavior piece comes in. You know, Pete, you know, you’re going to implement HOP, you’re going to implement operational discipline. Those strategies need people to implement that strategy.

Sure.

Uh, so that’s where the behavior piece comes in, you know, where my job is simply to use our science. Our science tells us replicable how to build performance, how to understand systems, and if you, uh, you know, how to positively reinforce things, how to shape things, how to provide good positive and constructive feedback. And that’s just based on, you know, our science and the, to play devil’s advocate, the one thing that I will say with Hop arguments is behavior-based safety is a, is a term that gets thrown around a lot. And, uh, so you can have company A that has their IP labeled behavior-based safety. Company B has a different IP labeled behavior-based safety, but I always equate it to You know, when, you know, Ford has a certain way they build cars. Sure. GM has a certain way they build cars. They use the exact same science to build those cars, but then they build their own IP around that science.

Sure.

And that’s, that’s my thing is that my, my goal is just, I just focus on the science of behavior and implementing the science of behavior. I have my own IP that I’ve built based on the science of behavior, and people can critique my IP, but you only critique science with more science. So that’s why I was like to separate. If you don’t like somebody’s behavior-based safety approach and you think it conflicts with HOP, then that’s a valid argument. What I try to get people to pump the brakes on is, you know, the— that we, we can still collaborate because if you need to get performance improvement in your organization and you want people to implement HOP, you’re using the same science as everybody else is using. You know, you’re using shaping and pinpointing and reinforcement and all these types of things. You’re using the exact same science that’s out there. Uh, you’re just, uh, helping to implement this HOP strategy. So, I understand where some people, you know, I don’t like this behavior-based approach, but that’s where I see people fitting in, if you will.

Yeah, and I think you, you said it at the, at the onset as well, it’s about people. There are people doing process that are— that can get into harm’s way. And forgetting that the human can get into harm’s way and whether or not it matters, I think, is, is very dangerous. And I think that when you forget about that element, and I would say every executive I know in a high-performing organization has a coach, an executive coach. Either it’s been assigned to them by the organization, or they sought their own coach because they recognize that, hey, if I can get better at what I do, it improves my performance. And unfortunately, I think you’re right on the behavior-based safety side. Some people have created the art of the checklist, and I would say it’s even probably worse now with, um, technology because technology has enabled that I can now create lots of dashboards and have 180, 250 different tick boxes, and then people are measured on how many tick boxes they’ve done. But what you’re talking about is a coaching conversation, and you would coach your kids. You wouldn’t just say— don’t coach your kids.

The context will drive whatever shows up. There’s still behavior, and you’re still trying to drive them down a path. And so, to me, they’re, they’re very compatible. Obviously, there are programs that incompatible with, I would argue, even science. There are programs that have just become checklists with no tomorrow and goals and metrics that drive the opposite.

Yeah, that’s, you know, well said. And that’s, you know, you— I, I think you hit the nail on the head where it’s, you’ll see one example where people will use goal setting poorly, and then so you’ll have a faction that’ll say So I’m against all goal setting. You have one people that— another somebody comes in and says, I use checklists poorly. So, then I’m against all checklists. And then the same thing, you have one, you know, say I used, I used behavior-based safety, use behavior-based safety poorly. So, I’m against all behavior-based safety. But then when you do that, the danger in that— and I’ve had this conversation with clients. I actually had a HOP team that I was working with and won’t get into all the details, but they kind of led the meeting and said, I’ll be honest, they said, I’m just against the behavioral approach. Just, they just were very honest with it. And I said, okay, well, let’s walk through like, what, what do you, what’s your problem with my implementation plan versus their implementation plan? And we, after we had a conversation, they, they finally realized that, uh, you know, they were, they were throwing out all the, the basics of science, you know, and they, they, you know, they, they don’t want to reinforce.

They don’t want to shape performance. They don’t want to track. They don’t want to provide feedback. All these types of things, anything that they lumped to do with, quote, behavior-based safety. Sure. And then the conclusion they had at the end was, can we— how about, how about our compromise be we roll out a company-wide initiative that we can, we can do a behavioral approach, but we don’t want managers using the word behavior. And she’s like, you know, it was whatever, you know, just like the fact that you get down to such minutia where it’s like, I’ll, I’ll give you this, but I want the B word to be out of this. Like, okay, if you don’t want managers to talk about behavior, managing behavior, okay, like call it whatever you want, but let’s just again focus on the human. Like we’re all here to help the same, the same people. So, but yeah, that I think everything fits together. It’s just a matter of there’s so much different IP out there and, uh, and you get a bad taste in your mouth with something. And my wife always hates when I bring up this example because I work from home and she hears me talk about this all the time, but it’s, you know, I, I implement strategy just like I would implement hop. And I tell my clients this because again, I’m flavor of the month. You know, you, you see, you throw a ball in the air, and it comes down because of gravity. Like, that’s just the science. How you choose to use that in your business is up to you.

You see behavior occurring, there’s a science behind why behavior occurs. How you choose to use that science is up to you, but you don’t throw away gravity because you don’t like how Ford builds a car. You don’t throw away behavior science because you don’t like how somebody is implementing behavior-based safety. So that’s where I feel like there’s detriment in the argument, if you will.

Makes sense. Uh, you’ve written a great article on this, uh, in terms of how behavior and HOP can work together. Um, and then, um, tell me a little bit about the books you’ve written because you’ve authored, co-authored some books, and also, uh, your website if somebody wants to get in touch with you to continue the conversation and explore how they can create good coaching within the organization to improve safety and ultimately their safety culture.

Yeah, thank you. I appreciate it. So, my company is Deliberate Coaching International, and so you can go to deliberatecoaching.org and access, you know, resources and anything that you need there. I’ve got videos. You can see the services that we provide. We have 3 books on deliberate coaching. The first 2 were written for education, uh, for, uh, and then the third book we released last year that is written for broader business and industry. It’s because the co-author of the book was a former client of mine and he worked in education, working in, in discipline. So that’s where the idea kind of started, where we need, uh, we need a way to support the educators in a way that fits within the constraints of an educational model. So, we built the first coaching model around that. And then, but I do most of my work or all of my work in industry.

Sure.

And so, we built the last version of the book to apply to kind of a general business and industry standpoint. So, but yeah, I’d love to have, continue the conversation with anybody who would like to. And I just appreciate you starting this conversation.

So excellent. Well, thank you so much for joining the show, Nic.

Thank you 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

Dr. Nicholas Weatherly is an internationally recognized leader in the application of the science of behavior to safety, leadership, and performance systems and serves as CEO of Deliberate Coaching International, where he and his team use behavioral strategies to drive culture change and improve organizational and safety performance. With over 25 years of experience in behavior-analytic safety, leadership, and coaching, he has led and advised organizations across industries worldwide, including manufacturing, energy, construction, and healthcare, helping transform safety cultures, align performance systems, and improve critical business and safety outcomes.

Dr. Weatherly holds a Ph.D. in Applied Behavior Analysis from Western Michigan University, is a Board Certified Behavior Analyst-Doctoral®, and is the co-author of three books on Deliberate Coaching®. He maintains an active line of research in leadership, safety, and coaching at Endicott College’s Institute for Applied Behavioral Science, with publications appearing across a range of peer-reviewed journals. Dr. Weatherly also serves on the Editorial Board of the Journal of Organizational Behavior Management. He has previously served as Head of the School of Behavior Analysis at the Florida Institute of Technology and as a consultant with Aubrey Daniels International.

A former president of multiple state and national behavior-analytic organizations, Dr. Weatherly has also worked extensively with the Behavior Analyst Certification Board® on ethics and professional standards and served as the inaugural chair of the first stand-alone licensing board for behavior analysis in the United States.

For more Information: http://www.deliberatecoaching.org/

Contact Dr. Weatherly

Email: [email protected]

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Like every successful athlete, top leaders continuously invest in their Safety Leadership with an expert coach to boost safety performance.

Safety Leadership coaching has been limited, expensive, and exclusive for too long.

As part of Propulo Consulting’s subscription-based executive membership, our coaching partnership is tailored for top business executives that are motivated to improve safety leadership and commitment.
Unlock your full potential with the only Executive Safety Coaching for Ops & HSE leaders available on the market.
Explore your journey with Executive Safety Coaching at https://www.execsafetycoach.com.
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