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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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ABOUT THE EPISODE

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!

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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 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.

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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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Beyond the Obvious: How Weak Signals Drive Safety Outcomes with Trish Kerin

Beyond the Obvious: How Weak Signals Drive Safety Outcomes with Trish Kerin

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Join us for a compelling conversation with Trish Kerin, an award-winning international expert in process safety leadership, as she explores the concept of weak signals—those subtle early warnings that often go unnoticed until it’s too late. In this insightful episode, Trish introduces The Platypus Philosophy®, a powerful and memorable metaphor that provides a framework for identifying and managing weak signals in the workplace. She shares a practical action plan built around engaging acronyms and explains how to train our brains to see beyond the obvious to foster safer work environments. Trish also highlights the essential role of curiosity in leadership and teams, empowering organizations to spot these weak signals and take timely, proactive steps to mitigate risk. Tune in to discover how recognizing and acting on weak signals can lead to stronger safety outcomes and improved performance. Don’t miss this thought-provoking 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, Trish Kerin, who is a self-prescribed safety geek and storyteller. We have some pretty exciting stories to cover today. So, Trish, welcome to the show. Very excited to have you with me. Maybe let’s start with a bit of your journey into safety because you’ve had quite the interesting career in the safety space.

Thanks, Eric, and great to be here on the podcast today. My journey in safety started quite early in my career. I went to college, I studied engineering. I’m a mechanical engineer by qualification, and never really got exposed to safety there at all. It was not covered when I studied engineering very much. Got into the workplace, started my first job. My first job was designing and installing aviation fueling systems at airport, so building underground pipelines to transport jet fuel to the planes. Pretty simple but requires very detailed specifications to get it right. My first process safety incident actually found me standing in a puddle of jet fuel, and the worker beside me completely covered inkjet fuel from head to toe. Oh, wow. This was a massive, I guess, shock to me at the time. And instantly I kicked into, got to solve this problem. Engineers love solving problems. That’s what we do. Got to solve the problem. Got to figure out what to do next. And so rapidly, I got my colleague to a water source so he could strip off his clothing so he didn’t get chemical burns from the fuel but also got to strip it off underwater because jet fuel is flammable and static of taking the clothes off could have ignited it.

I thought through those things. I knew that much to do. Then we went through the process of dealing with the environmental contamination, dealing with the cleanup, stopping the leak, all that stuff. We got through all of that. We progressed as we went through. But for me, that was the first really big wake-up call. Interestingly, as a young engineer, a couple of years out of college, if that, quite gung-ho, I guess, didn’t really have a grasp of the magnitude of the work I was doing. I thought I was competent because I was doing it, not necessarily because I was competent. It led to me missing some weak signals along the way that I should have picked up, and I didn’t. That resulted in the incident occurring. As I said, I was fortunate that my co-worker was unharmed after being covered inkjet fuel. I was the only injury from that day because I then continued to work the scene deal with everything, deal with the cleanup, walk around in my elastic-sided safety boots, and the elastic had got doused inkjet fuel as well. After a few hours, by the time I took my boots off, I had chemical burns, a nice little elastic size, patches down the side of both of them.

I couldn’t wear shoes for about three weeks or so, but that was the magnitude of that incident. It could have been a lot worse. There could have been an ignition, there could have been a fire, there could have been someone who burnt very, very badly in that incident. But we were lucky to have got away with a minor consequence and the environmental impact, really, to deal with there.

No kidding. A lot of the work you do is around the importance of learning. You mentioned the weak signal. Tell me a little bit more about the concept of weak signal. You’ve got a cool analogy, which I’d love to hear you share, and also how it connects to learning.

Yes. So weak signals, you can think of them as these little signs that occur around us every day. And what they are is our brain is picking up on a pattern in the background. So, our brains mostly work in our subconscious state. We notice patterns, but mostly we don’t notice patterns. They just happen all around us. Then sometimes something will happen, and you’ll think, that was strange. That was weird, or I didn’t expect that, or I don’t understand what’s going on right now. They’re the weak signals that are filtering up to the surface because our brain’s saying, no, there’s something not right here, because most of the time, our brain doesn’t even notice these things. I don’t know if you’ve ever had that experience, it’s a sense that you go driving from one destination to another, and it’s a route really, really well, and you get to the destination and you don’t remember the journey. Right.

Or whether you encountered red lights or if anything unusual happened along the Yeah, right.

Yeah, because our brains are just ticking along and everything on that journey was normal. It was nothing unusual. There were no potential weak signals that popped out. But there might have been other journeys where all of a sudden you had a warning light come on in your car, and you don’t know why, or sometimes even your car just sounded different today.

Sure.

But these weak signals, by definition, are really, really weak. Back in 2009, Schumacher and they did some work in trying to understand and identify these concepts of weak signals. And you can actually think of them as warning signs. They’re warning signs that all is not going to plan according to your brain. Our brains are just full of all of our lifetime of experience. And so, as we go through our brains, filtering all this information, we then need to decide whether that information is important or not. And how do we do that? How do you decide whether it’s just noise in the background and you can ignore it. That led me to come up with an action plan to try and think through these weak signals when they occur, when you notice it, what it is, and figure out if it’s noise. And that led me to then in a fit of frustration one day as I was talking about why we can’t learn from incidents and why we can’t see the warning signals because they were all there, the typical safety gig. Why can’t we just get this right and all of a sudden, it just dawned on me, and I turned around and said, it’s because it’s a platypus.

And the other person just looked at me and said, what are you talking about now? For those of you that don’t know out there, the platypus is a truly bizarre animal. It only occurs in a few parts in Australia. So, it’s not even across the whole Australian continent. It only actually occurs down Eastern Coast States and Tasmania, the island down the bottom. It’s the only place that platypuses occur in the world at all. But what makes a platypus really special is that it’s almost as if it’s impossible to exist. The platypus should not exist. It is a weird, strange creature that when you see them, you just think, what is that? It has It’s the bill of a duck, but the tail of a beaver. It’s got fur like an otter or a seal. It’s got claws like an otter. It’s a mammal, but it lays eggs. Again, there’s only two of mainstreams of animals in the world that are mammals that lay eggs, and both of them live in Australia only. It’s this really, really strange creature. It’s also a mammal that uses electro perception for its foraging and food, which, again, is quite unusual.

Pretty much any other occurs in bats. The males have a spur on their back legs that can inject a toxin. Now, mammals are not typically toxic either. Every time you look at one of the traits of a Platypus, it just gets weirder and weirder. In fact, I think it was in 2020, in Texas A&M University, they made another discovery about a Platypus, and that is that it actually luminates under ultraviolet light. Really? This creature is really, really weird. It’s almost proof that the impossible is possible because this animal shouldn’t exist. In fact, when the animal was first discovered, A species in the early white fertilization of Australia was discovered, that species was sent back to England, and everybody thought it was a taxidermies joke because it made no sense. This animal’s made up of bits of other animals. It just did. That led me to this idea that if all you saw when you went out to the river was a little bill sticking out from the reeds, you might just assume it’s a duck because you’re expecting to see a duck because ducks are more common.

Sure.

But is it a platypus? Is seeing that bill a weak signal? And if we think that seeing that bill is a weak signal, then we need to figure out whether it’s a duck or a platypus, because ducks can’t hurt you, but platypus can. So, the platypus is the potential incident there, the weak signal that we’re looking for. And so that’s where I came up with this action plan. And the action plan basically uses the letters of the word platypus because I love a great bit of playing around with the English language. So First of all, we’ve got our P, our partial sighting. This is when we see that bill and we’ve got to figure out what’s going on. Then we get to thinking about what we’re actually seeing at the time. We need to start linking pieces of information together, linking the data, where are we? What’s going on? We need to start to assess some of that information and analyze it. So thinking about what time of what’s going on around us geographically, where are we? What activities are going on? And so, to help with that, we start to think about T, the task and timing. 

What task are we doing? What time of the day is it? What time in a cycle of what’s going on is it? Then we move on to yesterday and yonder, so the why. What is, has it happened to you before? Has it happened somewhere else? When we actually work through those first few steps of that platy bit, the P-L-A-T-Y, we then can start to assemble enough information to then make a decision. Is it a duck or is it a platypus? If it’s a duck, walk away. It doesn’t matter. It’s just noise. We don’t have to worry about it. But if it’s a platypus, remember that platypus can hurt you. Then we need to move into our risk management part, which is the PUS of the word platypus. Perceive the scenarios. What could go wrong?

What could go wrong?  

What could go wrong? Understand the controls. What can we do about it? What do we need to do about it? Then lastly, secure the platypus. You need to put the controls in and communicate to other people that you’ve done it. So, securing the platypus is not just about solving the problem. If I solve the problem for me and I don’t tell anybody about it, the next person may encounter the same problem. So, it’s around solving the problem and telling someone about it And so the platypus word, it was just a nice way to remember the steps of… So, we start with basically some data analysis up front, and then we determine whether it’s a duck or a platypus, and we move into the risk management part of it, dealing with that platypus if we do have it. 

Great analogy. And you’ve written a book on this as well.

I have, yeah. I called it The Platypus philosophy. So, it’s just a short little book that it takes you through the concept of spotting a weak signal, what to do with it. It also takes you through it in terms of, imagine you are going on vacation, and you want to see your first platypus. So, you go out and you start looking for platypuses. Who do you consult? You consult with the National Park ranger, perhaps, because they’re skilled in finding platypuses. In the workplace, maybe we go and talk to our operators about this because they’re the ones that are skilled in finding stuff because they’re the ones doing it every day. Sure. It uses a little bit of analogy story in it, too. Just a little bit of fun in writing.

This concept of weak signals, and you highlight as well, almost everybody as well that I’ve spoken to who got seriously injured, who’s come on the show. Almost everybody started by saying, I had this feeling, I had this… Something didn’t feel right that day, just before. That’s a fairly common reflection from everybody I’ve talked to. How do you get people to start searching for them? How do we start really recognizing where those signals are? Because you have to take action, which means you need to recognize and see that maybe there’s something that’s not quite right here. 

Yeah. That challenge, as I said, by nature, they’re weak. We call them weak signals for a reason. They can be hard to see. It’s easy to just sometimes miss that signal or just dismiss it. Certainly, one of the things I’ve learned over my career is to really focus on if you get that gut feeling about something, trust your gut. As an engineer, a person of science sitting here saying trust your gut seems a bit weird, but human intuition is, I mean, it is scientific. There is science behind what our brain is doing when we have a gut feeling. Sure. There’s a reason it is trying to protect it. It’s protecting us because our brain is saying in that subconscious way, I’ve seen this pattern before, and last time it didn’t end well for it. It basically got a gut feeling is. It’s telling us And so we need to be willing to embrace those gut feelings, I think a little bit more, which can be a bit out there for people to get that concept. The other thing to think about, though, is one of the challenges we have is we have a whole lot of cognitive biases that go with how we see the world and how we perceive information in the world.

When we look at some of those, there are some that are very much… They inhibit our ability to see weak signals. Things like, we often hear people talk about confirmation bias, where you’re only looking for the information that confirms your already held belief. If the weak signal that you’re seeing doesn’t confirm your belief, you are going to take it out immediately. But there’s a bias that actually can be helpful to us. I think we can train our brains to use that bias a little bit better. That bias is the familiarity illusion, is what that one is called. And the easiest way to think about this is that’s that one that… Think about if you decide you’re going to buy a car and you pick the make and the model, and you might even pick the color, and you have to research the car, Then all of a sudden, you see that car everywhere on the road. It’s everywhere. There’s not more of them. You’re just noticing them. Correct. They were there. But your brain has decided it’s a familiar concept to you, and so it notices it now more. And so, you say, oh, there’s another one, there’s another one, there’s another.

These cars are really popular. I must have made a good choice. Confirmation bias. All these biases do come into what we do. But if we think about that familiarity illusion, how can we use that? How can we train our brains to notice the weak signals? And that’s what I’ve been doing some work around. How can we, particularly in, and I’ve been doing this research in work workplace scenarios. How can we actually look at what’s going on at the time and train our workforce adequately, so their brains look for the weak signals proactively rather than subconsciously? We want to activate that familiarity a little bit. That led me to this idea that if we take our risk assessment processes that we have established, and in particular, and I don’t know how widespread these are necessarily all over the world, but I’m certainly saying a lot more use of bow-tie diagrams to describe risk scenarios for people because it’s visually easy for people to comprehend and see, Okay, so if this happens, and if that happens, that happens, now we’re at this end, we don’t want to be on the right-hand side of the bow tie. If we look at the left-hand side of the bowtie, we focus in on that, and we can see what our controls are, then we can actually do some workshop brainstorming around, well, what would the failure of that control look like? 

What would be the early warning sign as it was starting to degrade? Sure. Take that information. But importantly, the familiarity illusion only works when the outcome is important to you. So, you don’t notice all the cars similar until you want one of those cars. It has to be important to you. So, we need to match up what the failure would look like with what the consequence was. If the consequence is not significant, then why are we wasting our time? We need to be focusing and managing what matters because we can’t do everything. So really home in, okay, what are our consequences that we really need to prevent happening? Match those to the controls and how those controls might fail. And then piecing that together, talking to people and working through in a detailed way what that barrier looks like when it starts to fail and having these interactions with people. Instead of your daily work start meeting or your toolbox talk, we’ve got a few hazards out there today. Be careful of this, be careful of that. Be safe out there. That’s a waste of everybody’s time. But if it’s going to be, okay, we’re having a problem over here at the moment, so we need to go in.

I want you to really focus and see if you see Can you take anything with that particular pump. Do you notice everything around its temperature, its pressure, or what’s going on? Maintenance and reliability engineering teaches us a whole lot of things about how equipment fails. We know the failure mode to these pieces of equipment. We actually just need to raise that into people’s consciousness. When they walk out and they walk past it and they go, No, that’s strange.

Yeah, so I’m looking to spot those things.

Then in Encouraging and rewarding people for bringing it up. It’s not a problem to tell me about it. Thanks for telling me. Now let’s figure out what’s going on, as opposed to, not again. Last time you brought something to me, there was nothing there. Because guess what? Sometimes it might just be noise. But if we don’t encourage people to raise these things, they’re not going to raise them. And if they don’t raise them, we’re only going to see it at the end when we look back from the incident and go, oh, yeah, I had that feeling. I had that feeling and did nothing about it.

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.

Interesting. When you say this, it reminds me of the flight captain that I had on a prior episode, and he talks about pilots in general have a chronic unease. You have this sense that something may go wrong. I We often call it a healthy dose of paranoia, that you’re looking and you’re trying to spot, but you’re aware that things are bound to fail. You bring that as well to consciousness. That chronic unease is that you’re expecting something to be out of the ordinary, so you’re looking for signs that it may be out of the ordinary.

Yeah, absolutely. That’s a key part about it. Pilots constantly train on this. We don’t want a paranoid workforce. 

No, you’ll have a different problem at that point. But a healthy dose is not bad because, like you said, I’m listening for a subtle change in the sound or the pressure. I’m looking for those It’s a precursor.

Absolutely. It takes a level of maturity, and I think perhaps humility to actually sit back and say, I need to listen to what’s going on around me. I need to listen to what my gut’s telling me, and I need be open to these things. Because in a world full of busyness, it can be so easy to just go into autopilot and go, I just need to get the job done and get home. That’s what I’m going for. But sadly, when that happens, people get hurt, badly, or even killed. And so, we need to really encourage that sense of challenge and that sense of curiosity and reward people for being curious. You’re curious about something, you ask questions. That’s a great thing. When someone asked me a question or at a presentation or something, well, thanks for that question. That’s actually a really great question, because what you’ve done is uncover X, Y, Z. The simple act of thanks for that question, is a very subtle thing to encourage people. Now, it needs to be genuine. It can’t be all your thing.

Yeah, of course. Yeah.

But have that willingness to encourage people.

It also feels like an evolution to some of the stop work principles, because you want to stop work when you see something, but it’s also going a little bit deeper, just like you want to recognize a stop work You want people to recognize the precursors and stop potentially even earlier than they normally would.

Yeah, absolutely. Because it is actually stopping way earlier.

Way earlier, yes.

Yeah. The stop work principles were initially around, okay, you see something unsafe, you stop. But what I’m talking about here is even before you get to the unsafe bit, we’re seeing the slow or early degradation of our controls before we’re consciously going, Oh, that’s unsafe. Because once we got to the that’s unsafe bit, we’re past the this doesn’t feel right bit.

Yes. Then that’s the part where you’re bringing it a lot earlier on. You’re getting people to be aware of something far before that point where it is unsafe to do the work.

Yeah, absolutely.

But to that point, that requires maturity, and that stop work is easy to say. It’s different to actually do and see consistently in an organization. This takes it to the next level where you have people with that curiosity.

Yeah. As I said, you need leaders with humility to be able to encourage and accept that they’re going to get pushback on things. Yes. That’s not a bad thing. No.

But it takes a maturity, and it takes a comfort with that. Absolutely. Before we move to my last question, you also have another analogy, just like you have the platypus metaphor, you have another analogy around some of the biases.

Some of the biases are quite interesting. I’ve spent a bit of time delving into, I think there’s 188 recognize cognitive biases. They’re in all sorts of different categories of, I’ve got too much information, or I don’t have enough information. They’re broken down into a whole series of subcategories. Some of them have got some great names. The outrage effect is a great one that you stick your head in the sand. I just don’t want to see it. If I pretend it’s not there, surely it can’t hurt me. When you say that out loud, it just sounds ridiculous. But occasionally, have you ever just gone, oh, no, I didn’t see that, and walk away? Just turning that blind eye to something. That’s an example of the outrage effect. There’s a whole series of other different biases that occur. Another classic one we see is anchoring. Anchoring occurs when we get caught up in the first piece of information we get, and we can’t seem to let go of it. We anchor to that first piece of information, even if subsequent information proves to be better or more informative. Sure. In the workplace, this can actually be a really challenging one as well.

Particularly, I don’t know if you’ve ever sat in one of those meetings where we’ve gone, okay, we need to make a decision, everybody’s thoughts, and then we’ll go around the room and ask everybody’s opinion as we go around the room. Have you ever noticed that after about the second or third person, no one adds anything new? Nobody adds is anything new, because by that stage, everybody’s anchored to the first couple of things. And so, we’re left with whoever speaks first basically has the loudest voice, even if they’re not correct. And so, one of the ways that I try and encourage people to overcome anchoring, because it’s a really common bias that we see, is, okay, we need everybody’s opinion on the table here. Everybody takes out a pen and piece of paper, write it down.

Or write it down a post it notes and then I can start putting in the post it notes and finding common ground, but I’ve not anchored at this point.

Exactly. Or even just, okay, write it down. Now everybody has to read out what they wrote. So even once you get to your turn, if you’re already mentally anchored somewhere else, you still have to read out what your first thought was. And we might get a better outcome if we have all of those different voices on the table so that we can understand all the different perspectives to make a better decision. There are a number of different ways that we can try and counteract some of these biases. The fact is the biases exist, and we’re not going to ever get rid of that. This is how our brains work; is our brains are these enormous computers that are basically churning through huge amounts of data every moment of every day. So, there’s certain ways in which they work. We can’t change that, but we can try and direct it to different ways and input strategies that will help us get better outcomes. So, in my book, The Platypus philosophy, I go through several different biases and talk about how they would present and how you can try and counteract some of them so that we can hopefully get better decisions and hopefully get a little bit better at spotting those weak signals and then doing something about them.

I love it. The name of the book, I’m assuming it’s released, Platypus Velocity.

Yes, it is, the Platypus Velocity. It’s available on Amazon, on whichever Amazon marketplace you on.

Excellent. Tell me a little bit about Lead Like Karen and some of the work that you do with organizations.

My main focus area is working within that process safety or that catastrophic or material risk management environment space, and working with companies and their people, whether it’s sometimes frontline, but mainly more leadership, executive leadership and boards, to help them understand and manage and lead better to get better process safety outcomes. So how can we practice better leadership so that we get the right safety outcomes within our organizations? And so, I do that through a number of different coaching activities. I have a range of different training courses and workshops that I do. So, things like focusing leaders in on culture, leadership, accountability and governance, and how that delivers There’s a safety outcome. Got a workshop on that. Another workshop, a very practical couple of hours on some practical tools that you can do as a leader. So that one’s focused, it’s called due diligence. It’s focused on what do you need to do to ensure your business is running well. And I love storytelling. And if we don’t get better as leaders at communicating, we are not going to get the outcomes. And so, I also have a storytelling workshop, a half day workshop and an all-day masterclass on, let’s learn how to communicate better.

Let’s learn how to tell stories, how to engage our audience and get the message across and get a solid call to action at the end of every story. Because we need to get better at storytelling, and there’s a lot of different ways to do it. Obviously, I have my style, I have mapped out my style, I know what it is, and I can train people in the mechanics of that style that they can then They got their own style for that. There’s some of the sorts of activities, as well as some process safety, high-level auditing type activities as well. I’m not the person you come to for a risk assessment. I don’t do those anymore. I’ll look at your governance structures, I’ll look at your leadership, those sorts of activities. I work all over the world in doing that. I’ve got a few different overseas engagements coming up in the next couple of months as well. So, reach out, leadlikekaren.com, if there’s anything I can help you with.

I really love this concept of weak signals and the platypus metaphor and getting people to search for them to be looking out for those potential week signals so that we intervene much earlier in the process. Thank you so much for joining me today, Trish. Really appreciate it.  

Thanks, Eric. Stay safe. 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

Trish Kerin is an award-winning international expert and keynote speaker on process safety leadership. A master storyteller and self-professed safety geek, she works with organisations globally to share and learn in process safety, leveraging off her engineering, operational, and executive experience.

She is a Chartered Engineer, registered Professional Process Safety Engineer, Fellow of IChemE and Engineers Australia, and a Senior Member of AIChE. Trish holds a Diploma in OHS, a Master of Leadership, and is a Graduate of the AICD.

Reach out via email [email protected] or check out her website www.leadlikekerin.com

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The 5-Layer Culture Cake: A Recipe for Tangible Safety Outcomes with Becky Ray

The 5-Layer Culture Cake: A Recipe for Tangible Safety Outcomes

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How can we make today better than yesterday? Join us for a compelling conversation with Becky Ray, an expert who empowers leaders to create high-performance cultures in high-risk industries. Becky introduces her unique framework, the 5-Layer Culture Cake—a proven recipe for achieving tangible safety outcomes. She walks us through each “slice” of the framework, offering bite-sized strategies to build a high-performing culture and drive continuous improvement. Don’t miss this lively and insightful episode packed with practical, simplified insights to guide you and your team toward long-term safety success.

READ THE EPISODE

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

Hi and welcome to the Safety Guru. Today I’m very excited to have with me Becky Ray. She leads an organization called Culture Kick. A very interesting background, so very excited to the conversation, but lots of experience in operations, in engineering, which makes her practice in safety very, very tangible and real. So maybe let’s get started there. Becky, welcome to the show. Tell me a little bit about your background and your story and how you got into safety.

Oh, brilliant. Thank you very much, Eric. So, I started my career sort of on the tools using my hands. I did a modern apprenticeship, and I qualified as a forklift truck engineer. So, I used to fix forklift trucks and big earth move in sort of construction equipment. So, I did that for 10 years. I had a van, I had overalls, and it meant that I drove around to lots of different sites. So, I got to experience the culture on lots of different kinds of businesses. And again, they’re all sort of high risk, fast paced, dynamic places. And typically, when I get asked to go in, something’s broken so their operation is paused. In some ways people can be a bit sort of stressed and a bit frustrated. So, I got good at kind of being able to calm everybody down and sort of enable. Yeah. That to take place. I then moved into health and safety leadership, typically working in again, high risk domains like rail construction, manufacturing, a bit of military aviation, those kinds of places, the railways. So got to understand firsthand the kind of often the conflict that exists between operations and getting stuff done.

And obviously trying to do that in a, in a safe way. And then now I’ve been running Culture Kick for almost five years. That kind of brings all that together. So operationally focused kind of interventions and approaches. Because that’s where my background is. I really understand the need for operational teams to get stuff done. But to balance that with let’s create the right culture where we can set people up for success and we do that with a safety kind of people kind of focus.

Excellent. So, tell me a little bit more because I think one of the things that impressed me in Our initial conversation was how you take big picture ideas, a philosophy that is common in the safety world, but make it very real and tangible. Because that’s often what I see is big ideas that don’t really land because they don’t get operationalized, and they don’t get real. So, tell me a little bit about how you take philosophy and bring into practice.

Yeah. And I often think that my job now, and I get to work with loads of businesses, big and small, is I can’t tell anybody how to be safe or to change their culture or create these kinds of environments. They must do it themselves. But I can only empower them. So, I feel like I offer up a load of ideas and suggestions and people must pick up something that goes, okay, I resonate with that. I see why that’s important. I can then go and try that. So, I really encourage the leaders I work with to pick from almost like a big buffet of ideas and say, I’m going to go and try that. So, I’m going to spend more time with my team out where work gets done, for example, and I’m going to go and do that with no agenda, no checklist, no big form, no clipboard. I’m just going to go and spend time where the work gets done, and I’m just going to observe and ask questions and little tangible things like that that go from like, that’s a big idea to actually, let’s make it work. Let’s take some time to be more reflective at the end of a project or a job or a day shift and go, right, let’s just pause for 10 minutes and let’s have a chat about, what did we do well?

What didn’t we do well? Really encourage that appetite for operational learning doesn’t have to be a big thing. It doesn’t have to be a big rollout. We can go for the next two weeks, we’re going to stop at the end of every day and we’re just going to have a chat as a team about what we did well and what we didn’t do well, and then it makes it more palatable, more tangible. And that’s something that any operational leader could try tomorrow.

And I like this because it’s also very, very much about continuous improvement. It is about learning environment, but very adjacent to a lot of themes in the operational excellence space of, like, how do we get better, how do we remove things that impact us from. Prevent us from having a perfect day?

Yeah, definitely. Yeah. This idea about, let’s set people up for more success. And we can’t do that perfect straight off the bat, but we can incrementally get better at that. So, I frame all my work around creating a high-performance culture, but that’s often kind of utopia that we’re all striving towards, and it might feel like it’s too far away, but what we can do, let’s get a little bit better at doing this. Let’s get a bit better at doing this. And then it feels like more tangible steps we can take to get a little bit better.

Yeah, it’s baby steps towards this. Big goal, big vision. But I think often we want to get the solution in one shot and that’s what prevents us from getting there as opposed to these small tangible improvements. And I remember I was reading a case study a while back, this was in healthcare and a horrible scenario on the back end leading to fatality in the operating room. But all of it had been could have been prevented from a signage. So, a small change to the signage, $50, probably 40-pound change to sign and the system, the process by which people took bookings and appointments, which was done on posted notes and essentially one posted note got lost. So tiny little things can have a big impact, but just like how do we drive these small continuous changes day in and day out? So, love that. It brings me to a concept that you’ve created, which I think is quite cool, around the culture cake. Tell me a little bit about what the culture cake is and what it means.

Sure. Thank you. So, I mean, I’ve just collected over the years, I’ve collected, there’s loads of awesome resources out there, there’s loads of people in this space doing fantastic thing, and I pretty much collected all my favorite pieces, put them together with my kind of personal experience approach and just built what is essentially a five layered framework, which I believe if you build these and bring them to life inside your businesses, inside your teams, then you can then be on this path to create a high performance culture. Now if it was just called a framework, I just thought personally it was a bit boring. So, I put these five layers into a cake, and it’s become kind of my sort of brand icon, which is this culture kit, Culture cake. And again, it’s memorable. Most people like cake. You’re not going to argue with that. So, I’ll explain what the five layers are then. So, the first one is really simply we want to make it easy for people to get work done. So regardless of what your business does, people want to be able to show up to work in the morning and do what they do best.

And we’ve made it easy for them to do that. And as leaders, it’s our job to set our workforce up for success and give them what they need when they need it, and then take a step back and let them do what they do best. And if we all had that kind of mindset around, what are we doing today to make it easy for work to be executed? What are we learning from when it’s not so that we can make any little tweaks and adjustments to do it differently tomorrow? It needs to be happening on that really sort of frequent scale to make it easy. Yeah.

Link back to what you were mentioning seconds ago really is about this element of how can we make today better than yesterday? How can we make tomorrow better than today? In these small changes, I think that’s a very powerful thing because so many times that’s missed is this element that we get into our work pattern, and we execute for years as opposed to us actually can make anything better day in and day out.

Yeah, definitely. The second one is about creating a speak up culture. So, I know that from an academic point of view, we call it psychological safety, but I’ve known from experience that that term doesn’t always land with frontline workforces. So, a speak up culture, because we genuinely want to know what people’s ideas and suggestions are. Because if your business is going to get better, you’ve probably already got the answers to the problems that you’re facing, but it’s often trapped within the workforce. And equally, we want people to speak up about any concerns they’ve got or worries or frustrations. And that’s a big one for me. I really like to use the word frustration because if you’re frustrated at work, then you cannot do your best work.

Right.

Something is getting in your way. So, we want people to be able to speak up. And that leads into the third layer, which is frustrations into focus. Now, I’ve worked with loads of leaders and they’re like, oh, it’s Bob, it’s just Bob. He’s moaning again. Invite Bob this planning meeting because he’ll just be negative. But some people get a bad rap for being the moaning negative one. But if we’ve taken the time to go and speak to Bob, Bob, you seem frustrated. What is getting in your way of you doing a great job? And let’s put a focus on it. And I really encourage people to one identify what’s frustrating them, because we all get frustrated from time to Time. Are we just going to moan about it or are we going to do something about it? What can we do? Because ideally you want to remove it where we can remove these things that are causing frustrations, reduce it in some way. And if we can’t remove or reduce, then we need to reframe it. If the business needs to keep this thing, then we need to reframe it and have a different perception of it.

But when you’re frustrated, you cannot do your best work. And that’s bad for people and really bad for business.

Yeah.

You need to put a focus on these frustrations.

And I think the other part is that frustration also keeps your brain out of the equation. Right. Because you get a distraction that starts lingering in the back of your mind where your mind goes somewhere else as opposed to in the task at hand. And we know distractions kill ultimately.

Yeah, definitely. And also, that frustration is a heavy negative emotion, but actually it’s quite contagious. If I’m frustrated at work, the person next to me is going to know about it because it just oozes out of me. And then that resentment frustration can then turn into resentment if it doesn’t get resolved. And then you get this like a kind of. You can get a whole team that are just like. And then again, they’re not going to do their best work, are they?

Right, absolutely. And I speak up. I agree with you. The element of psychological safety academically makes sense, but I’ve never seen that resonate with frontline craft employees. And it really is the action that we want is that you’re comfortable speaking up, stopping work, escalating an issue if you see something that’s wrong.

Yeah. And my kind of beef with the whole trying to encourage the workforce to speak up is that it’s not, it’s not a one-way thing. Like create a speak up culture. Yes, we can encourage workforces and people to speak up, but they have to be met with leadership at all levels that are prepared to listen. They’ve got the time to listen and then they’ve got the sphere of influence to actually do something about it.

Absolutely.

Because I’ve worked with lots of organizations that are good that we get to the point where people are raising stuff and then the second nothing is done, it just goes away.

Absolutely. It’s a little bit like surveys. A lot of people say, oh yeah, there’s survey fatigue, but at the end of the day it’s not survey fatigue. It’s I’m tired of telling you stuff and you’re not doing anything about it, which creates the fatigue. Same concept, really.

Yeah. And that’s that resentment that people carry around. They were probably enthusiastic when the first survey came around and hopeful that something would be done. But when nothing asked, then you’re like, yeah, I’m not playing this game again.

Exactly.

And it’s such a shame because it’s such an easy fix for a business to do that. 

It is.

And have different conversations. It’s really. Yeah. It’s frustrating for me to see. To see that play out in so many businesses. And then the final two layers all about learning. So, learning from failure, which naturally a big place in the health and safety kind of sphere. But I still think lots of organizations are not quite getting there with the whole learning from failure. I think we investigate and report and look into failure, but I think too many businesses are still not really grasping that we have to reframe our opinion of failure. Of course it’s inconvenient. Of course, it’s not actually great for the business because there’s been some kind of loss. Whether that’s injury, damage, time, reputation, it is bad. But we need to move past that perception of it and go, this is an opportunity to learn so much and then be better tomorrow, be better next week. And I think we still are losing that opportunity to really learn and also shutting people down because of the way we go about investigating failures.

Yep, absolutely.

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

And then the final layer is about let’s not wait for our failures to learn. Let’s learn from every day. And this is something I’m so passionate about because like you said, that getting better daily, we can only do that if we’ve really got a strong appetite to go. I’ve just finished this day. I’ve just finished this task, this project. How did it go? And often we’re like, it was successful. Nobody got hurt, we delivered on time to budget. Let’s crack on to the next one. But what are we learning? There’s so much learning to be had to make the next one even better. Or if we did that well, let’s replicate that until we analyze the nuances of how it happened and what people did to make it a success again.

There’s way too much learning that’s missed because it’s there to take him. People just crack on with the next piece of work, don’t they?

Yeah, absolutely. This learning as a gift is a change in philosophy. So, if I got it right, it’s essentially how do I make it easy to do the work really in terms of driving continuous daily improvement, how do I create a speak up culture, how do I turn frustrations into focus and then learning from both failure but also normal everyday work?

Yeah. And I think all those things coupled together and they naturally overlap because you can’t really have one without the other. That’s where these layers you need to build. I think all of those things combined will set you on a path to a high-performance culture where people are really thriving and then your business is growing and then achieving the kind of success it wants to achieve, whatever that looks like for your business.

All of these ideas, principles, sound simple, but I think part of the magic from your experience in operations, in engineering, in HSC is really this, how do I make it very tangible? So, tell me a little bit about some of the ways that you make this very real. Because in my experience in operations is unless you turn it into a daily habit, a routine or something that’s high frequency from occurring and you make it simple, it’s a concept, it’s an idea, learning, training and then I move on. It’s philosophy as opposed to something tangible.

Yeah, definitely. And I like the way that you use the word habit then because these are new habits that we need to form. And again, it’s easy for me to just say all this stuff but it’s the people inside businesses about the hard job to bring it to life. Like I said earlier, I’m just going to supply loads of ideas and options and people must, you can’t do it all tomorrow. You must pick something that you’re going to give it a try. And I’m up for this term called micro experiments. So go and try something different for the next week or two weeks that you’re not doing now. See how it goes. And then I love people to come back to me and go, let’s have a, discuss how it’s went. So, whenever I deliver workshops I always back them up with kind of a group coaching scenario because I want them to be let free back to their business to do some of this trying and then come back. How did it go? Well, that didn’t work because of that. And when I did. That helped. And they get to learn from each other.  

That’s why group coaching is great amongst peers. And then I get to kind of nudge them in the direction. So, a couple of things, I mean they can take the layers of the cake and go, right, I’m going to start every day and I’m going to ask myself am I making it easy for my team to do what they’ve got to do? And maybe we’ll have a prestart meeting and I’m going to ask that question, say I’ve got five people in my team, whatever you’ve got to do today, are we making it easy for you to do that work? And maybe it’s just one simple thing, it’s one question and then the plethora of stuff that you’ll get from that will be amazing. Okay, well I can do something about that. So let me help you with that then. As a leader, seeing that your role is to, is to support and to enable people to get work done and it’s your job to make it easy and then asking that question is naturally going to encourage that speak up culture because you’re asking a question, you’re asking for a contribution and then if there’s something frustrating them about what they’ve got to do that day or that week, they’re more likely to tell you so that you can put a focus on it and that we’re learning from, we’re learning from everything that’s going on.

So, I would encourage maybe pick a question or pick something that you can kind of focus on. I love the idea of pre job briefs and post debriefs but I think that they can be used in a. We just do it to go through the motions but turn those activities into more of a conversation. It might take a bit more time, but I always think it’s worth it. What different questions can we ask in a pre-start meeting for the next week and we’ll see how it goes.

And how do I engage the group more? How do I get more dialog going? Because sometimes the prestart is very top down in terms of here’s a message and I’m cascading as opposed to what I’m hearing from you is very two-way communication, more dialog and really learning at the end of the day. And these are very powerful things that you can operationalize quite easily.

Yeah. And it’s not a massive time commitment and maybe if you try it and you know, this team is too big. I can’t get that level engagement with that many People. So, I’m going to find a way to branch off. I’m going to take half of them and I’m going to say, can you guys come over here before we crack into this? I just want to try something new. And I think if you’re honest as a leader and say, look, I want to improve things around here, I’m going to slightly tweak up and change how we set you guys to work. I want to try this. Humor me and let me know if it’s not working right.

So, I also love your micro experiments, microlearning. I love the coaching circles to get back to reinforcing. What have you tried? Because I think that’s really the key for habits is this element of something that triggers it, drives the habit and then reinforcement and learning from it. But also, it’s accepting that to your point before, some things may work, and some may not work. And that experimentation is key across the board.

Yeah. Because I think too many companies go, right, I’m going to have a big initiative. I’m going to roll out a load of training, get loads of materials published, and we’re all going to do this. And then it feels too big. And then they try one thing, and it fails. And they’re like, oh, see, that’s no good. But it’s got to be incrementally. Let’s try some stuff on a small scale with a smaller team. If you’ve got a big organization, let’s start it in one area, get some learning. So, we can essentially fail fast, and we can take learning before we roll it out. And I don’t even believe in the whole blanket rolling something out. I believe in these are some fundamental things that you could consider doing. Take one that feels right for you as a leader. Try it with your team. You get unwell with that; it turns into a habit. You’re seeing the benefits through your team. Let’s try another one into the mix. And then slowly we tweak it. And I always like to ask the question at the end of the workshops I do, is what are you going to do differently when you get back to your day job tomorrow?

And I like that, I like the phrase what you’re going to stop, because what you’ve heard today it’s not serving me, it’s not serving my team. What are you going to stop doing? What are you going to start doing? So what new thing are you going to start doing? And I like people to commit to at least one new thing they’re going to try and then reflect on and what are you going to continue doing? What do you know that is working well that you want to continue doing? And then that continued one can then inspire other people in the room. Oh, they’re doing that and that’s working for them. So that’s an idea that I can try.

Love that. In a very action-oriented bite size in terms of takeaways, which works with the cadence, the frequency. Because if learning is an event, one-time thing, nothing comes of it. It becomes a philosophy which is unfortunately what I see in too many businesses. They have a new philosophy, but it doesn’t change anything.

Yeah, yeah, definitely.

Any other ideas in terms of how you bring this to life? I know when we talked about you had lots of different concepts and ideas, but this element of making it very tangible to me is really, key and important.

It needs to be something that you’re just again, you’ve got an appetite, you’re going to go try something new, you’re going to do something different today. And I think lots of people just get started stuck on that train of doing the same thing day in, day out. So, I like this, we all can be better. Not to say we’re not great now because of course we are. But everyone has the capability to be better and just add in another little thing they can try. So, one of my favorite ones is the power of the pause. Again, because we live in this busy especially lots of organizations that are operating, they’re trying to get something done. Everything needs to be done now, we want everything tomorrow we can get stuck on that kind of train of just do, do, do. And so, introducing the power of the pause. And you can do it lots of scenarios. But I say to leaders, when somebody comes to you and they’ve got a question or need you to decide or to look at something, whether it’s by phone, email or in person, we feel the need to respond immediately.

And most of the time we’re well versed on what the response needs to be, and we’ll just deal with it. But often we do all that unconsciously, without really thinking about, really reflecting because we’re just onto the next thing. What I want to encourage more people to do, especially leaders, is to go, I’ve been asked that question, I’m just going to sit with it for a minute, I’m just going to, I’m just going to sit with it, I’m going to think about it before I respond. And you can even do that if someone stood in front of you Just go, let me just have a minute to think about that. And you can. I think we’re afraid of the silence and the uncomfortableness of it. And we’re in this. We’ve got to respond immediately. But taking a minute to pause and give yourself time to kind of switch, like nudge yourself into conscious thinking, to go I’m considering all the angles of this before I respond. Or it might make you realize, I need a bit more information, I need to understand more. And it’s that listen to understand rather than listen to respond, because we’re so programmed to respond.

But asking yourself to take a pause might make you go, oh, I need to understand that a bit more before I direct them that way. Or to say yes or to say no.

Sure.

So little things like that, which are almost mindset things, but then habits that you need to build.

Yep.

And you need to catch yourself when you’re not, especially if you’re not used to doing it.

And I think going back to your idea of the micro, the micro learnings, the micro actions, it’s also this element that you’re constantly with the coaching is you’re getting back to this review cycle so that if you didn’t do your homework, you think, okay, I’ll have to do my homework, and I need to try.

Yeah, yeah.

This is excellent. Thank you so much, Becky, for sharing ideas on this. Tell me a little bit more about Culture Kick and the work that you do within Culture Kick, and if somebody wants to reach you, what’s the best way to do that?

Yeah, sure. So, I typically work with leaders and its typically operational leaders inside businesses, small, medium and some larger ones. I’m in the UK, I work all over the UK and I do some stuff online. I’ve got some sort of clients that are further afield. I typically do some kind of workshop. So, I like to bring to life these ideas and these suggestions and the layers of the culture cake to get people to really think about, am I making it easy? Am I creating this speak up culture? Because like I said, operational leaders have the mindset they’re doing, they’re doing all day long. That’s the. Their bread and butter. So, getting them in a workshop environment, and I prefer to call it a workshop than training, because training is often sort of one way. A workshop is more of a dynamic conversation to get them to pause and reflect on their role as an operational leader, their role in setting people up to work and what they can do to tweak and adjust their approach to be better, essentially, to help create that culture, because every conversation, every interaction they have with senior leaders, with workforces, with clients, with stakeholders, is what’s creating the culture that they’ll work in.

I want them to see their role in it, and if they take the time to kind of try and implement some of these ideas and to tweak the way that they do work, they’ll feel better in their role. Because often the level of leadership I’m dealing with are busy and they’re frustrated, and they’re overwhelmed. They’re decent and loyal and technically amazing. They want to do a great job, and they are, but they’re feeling the strains of it and that will naturally come out in their interactions. So, I like to do a combination of a workshop and then a group coaching session, because it can’t just be one thing, it needs to be this continual thing. And then I encourage the business to set up a bit of a cycle where they can go and try something, then they’ve got the space to come back and discuss it. And I want to get them to the point where I can then step away from that, because they’re having those conversations organically, like me. Because typically when an operational leader will go into a meeting, they’re just planning the next job or looking back in a transactional way.

And I want to just filter into that, this reflection piece and go, how are we doing? How do people feel about working here? And add in some of those more reflective pieces.

Yeah, and I think that’s excellent, really, with this element of making safety and some of the elements around culture very tangible and into your daily routine and operations. And if somebody wants to reach you, tell me maybe about the website for Culture Kick.

Sure. So, it’s www.culturekick.co.uk and I’m also very active on LinkedIn. I pretty much post every day on LinkedIn because I want to give, obviously, these ideas and suggestions to as many people as possible. And I’ve got a couple of sorts of online courses I do, and I do some webinars and stuff. So, yes, plenty of ways people can. If this feels like, sort of relevant to them and they like the sound of the culture cake, then they’re more than welcome to swing by and have a look.

Excellent. Thank you so much, Becky. Really like the concept of the five layers of the kick and the simplicity of it.

Brilliant. 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

Becky Ray is the passion and driving force behind Culture Kick, which partners with  Leaders to empower them to create High Performance Cultures through an operational-focused approach. The unique framework, the Culture Kick Culture Cake, is designed to make this transformation impactful and empowering more people to Be Better. 
Because Better People
Become Better Leaders
Building Better Cultures.

With a diverse and fascinating background, Becky has become an expert in empowering Leaders to create High Performing Workplace Cultures. She began her career as an Engineer, experiencing firsthand the fast-paced dynamics of operations. After a decade on the tools, she transitioned into Health and Safety Leadership in High-Risk industries such as Rail, Construction, Manufacturing, and Military Aviation. Her hands-on experience in these fields has given her a deep understanding of the important role Leaders have in achieving High Performance and an environment where people thrive.

A passionate advocate for personal and professional growth and the role it plays in positivity impacting people, leaders and businesses.  Becky has a unique talent to transform knowledge into actionable and engaging ideas you can easily operate to by to become a Better Person, Better Leader and to Build Better Cultures.

For more information: www.culturekick.co.uk

Becky’s Linkedin: www.linkedin.com/in/becky-ray-culturekick

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Happiness Index for Safety and Mental Health with Nick Marks

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Happiness in the workplace matters for sustainable wellbeing, safety, productivity and business outcomes. It predicts if teams and organizations are building a better future. Today, our special guest Nick Marks shares his insights on psychological safety and mental-wellbeing, two critical drivers of safety outcomes. He also addresses skeptics by demonstrating how feelings connect to data.

READ THIS EPISODE

Real leaders leave a legacy. They capture the hearts and minds of their teams. Their origin story puts the safety and well-being of their people first. Great companies ubiquitously have safe yet productive operations. For those companies, safety is an investment, not a cost for the C-Suite. It’s a real topic of daily focus. This is The Safety Guru with your host, Eric Michrowski, a globally recognized Ops and The 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. I am Eric Michrowski. Today I’m very excited to have with me Nick Marks. He’s a statistician with The Soul. He’s got 25 years working with organizations to improve happiness, quality, quality of life and organizations in general. A phenomenal speaker has also launched a tool called Friday Pulse. We’ll get into that very soon. But Nick, welcome to the show. And I’d love to hear from you a little bit about your passion, how you got into all of this, and how you became a statistician with a soul as a client once called you.

Yes, it’s one of my favorite client quotes. So, I think in some ways what it captures is I’ve got this slightly odd mix. And yes, I am a statistician, but my mother was a family therapist and I trained as a therapist when I was young. So, I sort of have these soft people skills as well. And it probably becomes inevitable that I become the guy that starts measuring people’s experience of life, their happiness, their well-being.

It took a long time to evolve into that. You know, I did a lot of work on sustainability, quality of life, health statistics first and then slowly moved into that area. And I used to work in think tanks. So, I used to advise the Tony Blair government and then the David Cameron government on how to measure well-being and let a lot of work there in a very exciting time in the 2000s where the British government started to take this very seriously.

And then about seven, eight years ago, I started to think about businesses and moved into that area. And so, I now have a business called Friday Pulse, which measures and improves employee experience. And that’s what I do now.

That’s phenomenal background. So, one of the themes that’s incredibly important when you’re trying to improve safety outcomes is that or even wellbeing and all of those components is this element of psychological safety within the business. Can you share a little bit about your thinking, your research and what you’ve seen around the importance of psychological safety and maybe some ideas on how to drive it forward within businesses?

Yeah, I mean, it’s a phrase I think coined by Amy Edmondson and certainly popularized by Google. And it’s really trust. It’s the it’s the you know; trust is really about consistency of behavior. And, you know, in a team when, you know, if you’re going to experiment, you’re going to be innovative, you’re going to collaborate, and you need to have the freedom to express yourself and the security that you will know that you won’t be that that that the spirit of your motivation for doing that will be recognized even if the outcome doesn’t show exactly where we are.

So, it becomes more about process and about how we do that. And I think that psychological safety and of course, you know, if you’re in certain parts of the world, physical safety, I mean, there’s still parts of the of the developing world where physical safety, workplace is not guaranteed, you know. So, but, you know, we’ve actually luckily got legislation in North America and Europe where those things are covered. But it becomes really important people’s experience, because, you know, just like if you’ve got a parent who’s very unreliable, inconsistent, that’s actually the worst type of parenting.

And it’s the same. It’s the same. Same with the boss. I mean, you know, if you don’t really know if the boss’s mood is always going to change or this or you suddenly get an earful for something which you weren’t expecting to you, even when you get praised for something we would expect to, that inconsistency is very difficult to deal with. So, it’s about consistency. It’s about reliability. It’s about support. And there’s lots of evidence that, you know, when that when people are in those environments that not only that teens going to the people, they enjoy working the more and they go hand in hand.

I mean, I wouldn’t say it’s the only cause of people’s positive experience, but it’s a very significant one.

Interesting. So, the other element is that we’ve talked about when we had our conversations together, is that this element that feelings are data. Can you can you share a little bit about and have that element? And is it real? Is it being it tangible? I know a lot of leaders I’ve talked to over the years, particularly operational leaders, doubt the reliability of that data. They don’t even necessarily see it as real, tangible data. So, share some thoughts and insights on that.

So, the expression feelings that they have for me comes from both of those sources. I mean, it’s in some ways a sort of mixture between that statistics and unhappiness. And I. Actually, this is actually the draft title for a TED talk. I was going to do last year, which obviously got canceled because of it. But, you know, my idea really is that is that are our feelings. Firstly, just from a purely neuroscience perspective or psychology perspective or even evolutionary perspective, feelings come before cognition.

So, beings, animals, organisms were in a sense a sentient before they were cognitive. And we needed to feel whether we in the right environment. So, in a sense, our feelings give us information about whether a good fit in our environment had a very, very basic biological level. So, you know, we you know, we can feel creeped out by something without really knowing what it is. The sensation is there before we’ve got the awareness about precisely what it is so we can feel, you know, we can feel secure in an environment without really knowing exactly why.

And that’s because that’s how feelings work in the organism. And in that sense, can we turn them into data? What is data? So, data can be quantitative. It can be qualitative. You know, it could be different types. I, I statistically try and capture that data, which would have just basically a very simple, good, bad signal. So, I’ll ask people things like, you know, have you felt at work this week where you very unhappy to very happy and you get into one to five scale or whatever and people can answer that question.

They can think, oh, this week, yeah, it was a good week. You know what week it was a bad week. And they give you an answer on that. And that’s what I mean by turning feelings into data in this sense, that you can put a number to it. And when you do that, you get very interesting time trend data that by asking about time specific period, you see the ups and downs. And the reality is we’re not happy all the time.

That actually would be kind of dysfunctional because you would be overriding the thing. Sometimes can be bad. The environment changes. You know, it would have been pretty weird to have been exceptionally happy in March this year.

Really? Yeah.

And, you know, and she has been really hard, hasn’t it? You know, and it’s like so it’s perfectly fine to have a goal that you want to be happy, but to also accept the fact you’re not going to be happy all the time. There are not conflicting things to want to do.

So, you touched on the march and feelings and you’ve done some analysis of data through the last several months. How has it revealed? What was the main takeaway that you saw across multiple different organizations?

Yes. So we basically we ask all across our client base, you know, that question. And we basically provide data for team and senior leaders on people’s experience of work. And we do it in real time. Real time. We do weekly in saying, you know, this is how people’s weeks have gone. So, we’ve been we’ve got 52 well, we haven’t quite got 52 measures this year. We’ve got like forty or fifty, whatever it is we’re up to now.

And so, we can see the whole trend through the year. And what we had was a perfectly normal year in January, February, March. I mean, January doesn’t tend to be the happiest months anyway. You’ve just come out of the Christmas period. So, it’s always a bit suppressed after that. People are happy after Christmas to come back. Oh, well, you know, the weather’s pretty bad and its certainly Europe, certainly in England in January, February, you know, it’s the worst time of the year.

So, you know, people aren’t most happy, but, you know, starting to pick up in March, then, you know, the week beginning on the 12th of March, you know, we suddenly had I mean, I was working in London in the beginning of the week. The underground was normal. She was normal. And by Thursday, you know, half of the traffic had gone. It was extraordinary just to see it drift away from us.

And then, you know, the next week we had our lockdown and it was very, very scary in March and it hit our data, all our clients, it plummeted. And then we still a slow climb back up again. But in those first weeks, you know, there was a lot of pressure on H.R. departments, everybody to scramble home. You know, have you got the right equipment? Can we support you? How do you do that?

Everyone is, you know, worrying about their mother. You know, the kids, whatever they worried about. Suddenly kids were home from school. There’s a huge pressure. And all of that comes out in our data. And then we basically see a slight return back to where we were over a period of several months. But then it’s never got back to quite where it was. We’re still we’re still five, ten points down. We sent our data 100 scale.

Chirikova the average was seventy. It’s now 65. So, we’ve seen a drop over that time. A significant drop, actually. But, you know, not as bad as it was in the week, you know, with the Caved strike where it’s more than fifty. So, you know, it’s a big impact and you need data every week to see that. So, you can imagine it as a graph. And of course, we see that.

And lots of our clients, they have setbacks. Teams have setbacks, individuals have setbacks, but they have a global setback. I mean, we never see again, I don’t think is just huge, huge impact. Yeah.

Let’s hope we don’t see it ever again. Yeah, I certainly hope so. I’m a CEO. I get this. There’s regular data point, this pulse on my business. What can I do with that information? Because some might argue it’s too much information. How can I use that to shift? My decisions, my actions, and even if you have some examples from the last few months how it’s helped organizations and businesses would be phenomenal.

Yes. So, the way that we help people use the data is that we feed it back to the right level of the organization. I do think that the best place to act is at the team level. I’m sure it’s the same for safety and everything is that it’s the people you work most closely with. You know, can you rely on the people around you and you work together? Can you have the same goals and collaborate? And what we basically do is feedback data, a mixture of qualitative and quantitative data.

So, we think feedback you how, how what’s the score? Last week when we also ask people, you know, what’s going well for you last week, what hasn’t, and they still allow people to build on what’s gone and deal with what hasn’t. And it’s getting into that weekly flow of people’s work by doing a little and often that you make the most changes, you know, you make that you basically get them talking about their experience. And then that validates that it’s actually useful to listen to people’s experience.

And basically, everybody in an organization is kind of like a sensor that’s sensing everything around them. It’s like that that data was never collected before. You know, it’s that there’s knowledge like whenever there’s a sort of big corporate failure, when they do the investigation afterwards, people within the organization knew something was up. They hadn’t. The data is very rare that something hits, but that totally blindsided. There are people that know and, in a sense, you need to gather that data in a way and encourage people to share not only their successes, but their concerns, because it’s valid to have concerns about what’s going on.

You know, and if you collect that quickly, you can act on it quickly. And I think that’s what most organizations try and do in some way is be responsive to what’s going on. And we have a product that helps platform that helps with that. And we’ve seen lots of different examples. You know, I mean, the issue is covid and working from home was it’s so variable, the experience for people. Sure. You know, people like me whose children are left home and I, I, I live with my wife, who I not only love, I like you know, I enjoy spending time with her.

So, it wasn’t a difficult spend time with Zoya. Some people, you know, my sisters got divorced in covid. I mean, that would be a horrible experience. Yeah, well, three years too late in my opinion, but that’s a different matter. But, you know, but, you know, and other people was stuck at home with young children, which was very, very difficult. Three or four. My team have got children under the age of five and they were driving them up.

The wall wasn’t about their work. They just were a very difficult. So, there was different things that we needed to do. And of course, when you’ve got a bit of data on that, you can start thinking about how, how, how you did. And then you’ve got teams that are struggling. So, you know, I mean, my organization has not been adversely affected by covid. I mean, we’ve had to change. We’ve had to pivot.

I had to lay off some people that were doing events work, but we’ve actually recruited into other areas. So, we’d have to do some changes. And but it hasn’t been a disaster. But if your inhospitality you know, it was right the way across the board. It was you know; it’s just appalling. And if you’re in businesses depend on that or you know, so it’s how do you respond if large organizations have got sections, one sections that haven’t.

And it’s how do you differentiate your policies towards those people? And we’ve you know, we’ve got clients that have done, you know, brilliant work in this area, really, really helping people, you know, cope with it. And I mean, even in my organization, we’ve gone to a four-day week, for example, because I think boundaries between work and life so collapsed and burnout is such a big issue with people working from home and remotely.

They haven’t got that human contact. But they also, you know, just works with their sort of, you know, working for them. I’m working. I’m you probably are. You were completely you know, it’s like how when does work stop? When does life start? Becomes harder. So, I’ve actually just made a bargain with my employees that let’s work hard for four days and have three days off and do other things. And, you know, that’s quite a radical policy.

We can do that in my field. It doesn’t always work with something because it’s 24/7. So, it’s how are you how you look after you employees, I think is changing very dramatically.

Absolutely. And I think what you shared is consistent with all the organization I’ve seen. For some people, it’s been phenomenal. So, for me, the secret blessing is I normally spend almost all my time on a plane and now I get to spend time at home enjoying kind of experiences with my wife. Like you said, it’s a very different experience, but I see others who are constantly trying to balance home schooling and all of those components all at the same time and trying to do work.

And they don’t necessarily have a partner that can help, but it’s a very, very different experience. But it gives you insights on how I can lead, how it can drive change, how it can drive impact on the themes that are relevant for my workforce at this point in time when one of the themes I’d like to explore. Law is the impact that you can get from a mental health standpoint, because we know the link between mental health, mental wellbeing and safety, overall safety culture incredibly linked.

Unfortunately, not all organizations are talking about that link. More and more are trying to drive visibility, awareness to the importance of mental health. What’s your thoughts around mental health, well-being? And would you be able to gather from a pulse within your business?

So, I mean, mental health is. Still a lot of stigma around it and there’s a lot of work going on about destigmatizing it, but this is just a story from just two years ago. I know I spoke at a conference on a group called Minds at Work here in the UK who do a lot of work on mental health at work. And a fireman went off work for being injured in a fire. And he was off work for six months and 100 colleagues came to see him.

He then had stress two years later and one colleague came to see him and was still terrified of that sort of, you know, mental health breakdown, breakthrough, whatever it is. And it’s and it’s an issue that is starting to change. I mean, you know, we see it we see it being led probably sometimes. Yes. At work, but we also see it being led in the sort of celebrity world, like there’s a band, little mix.

I don’t know if you got teens who are interested into them, but one of them has decided to retire from the band for mental health reasons. And it’s not getting paid. It’s getting really supported out there is basically saying, yes, you need to look after yourself. That’s what you need to do. And so, I think we’re talking more and more about it. And it’s becoming more and more accepted and it’s more accepted in the work. But the issue is it feels, you know, a little bit frightened of it because they’re frightened of their own mental health.

They’re frightened if we stopped going forward, you know, would we fall over? I think Einstein once said, you know, life is like riding a bicycle. If you stop paddling, you fall over. And it’s just a feeling that if we don’t continue, will, you’ll suddenly collapse. I think that’s really unwise because I think when the end happens is burnout happens and, you know, burnout tends to be from people who engaged in their work, but they go the extra mile.

That isn’t the same as mental health. It’s a different issue, but it’s a problem. But mental health, I think it’s about working with people. There’s a lot of new neurologically atypical people, particularly in tech businesses and whatever like that. You know, probably 20 percent of the population are what we could call neurologically atypical, you know, and that’s a lot of the workforce. And so, it’s often brilliant, all sorts of things.

They just need some different boundaries. And I don’t really understand why. I think this straitjacket of, like, you work from nine to five or ten to six or so over time is going I mean, I he doesn’t actually work for us anymore. But I had an employee who really did struggle every few months with something. But, you know, I just used to say to him, we need two days off. You have two days off.

And I knew he’d make it up because he didn’t, he wasn’t irresponsible. He just was just, you know, couldn’t get out of bed that day. And you don’t help it by sort of saying, pull yourself together. That’s not how you do it, by being kind and compassionate to them and, you know, and talking. Yes. About the business needs. But, you know, but also about what their needs are. And it’s a sort of dance between those two.

It’s you know, it’s like employing I mean, I’m going to say particularly women, but it’s parents with young children, really. But, you know, I’ve had a lot of people have maternity leave or have children, you know, during you know, during my time working people. If you if you’re kind to them, they come back and they give you everything. So, it’s being enlightened in your leadership. And doing a mental health is the same really in the you know, it’s accepting that people’s anxieties, their panic attacks, it’s depression.

This is something that they’re living with. It’s not something. And it does get triggered by environments in that, you know, if you put too much stress on them or put them in a team that you know really doesn’t help, then, you know, it’s going to get exaggerated. But you can work with it, you know, like one of the supermarket chains in the UK. They work with a lot of people with depression. And you know, what you don’t want to do is shove them at the back of a dark warehouse because that’s basically going to make their problems worse.

If you put them in a bright light place where they can interact with other people, which might be, you know, in the car parks doing trolleys, it might be helping pack bags, it might be doing shelves, whether in the light they’re much better. If you put them in a dark warehouse, they’re not going to do well. It’s understanding what the triggers are for them, listening to them and working with it. And people tend to thrive when they feel cared about.

So, and I I’m you know, that’s definitely the side of the fence I’m on. I know that other people some people have other views on that. But I think that we can work with people from all walks of life. And if you if you respect them, they respect you back 95 percent of the time and the five percent of time they don’t. Well, then deal with it. You know, let’s assume the best. And then occasionally you deal with the things that they work.

Yeah. And I think with the pulse that you’re advocating is you’re getting a sense for themes within the business that are emerging so you can better adapt and be more enlightened. In terms of your comments before that last question I want to throw, we talked about feelings or data. How do you deal with a skeptic? Because I’ve come across. Engineers, though, say it’s not real data perception data input of that nature is not real data. How do you overcome that challenge?

Well, I mean, one engineer is a brilliant to talk to about this because they understand feedback and if you start explaining to them in analogies, they can hear about, you know, basically a thermometer, a governor in a steam engine, whatever is a feedback loop, just basically through the and steam engine, you know, where more steam goes through and it starts closing the steam. And it’s basically a feedback loop. Emotions are the same in lots of ways.

Some of them are positive reinforcing. Some of them are negative dampening, but they’re basically helping us act efficiently in the world. And so, it is data, it’s not the same data. So, you know, when you when you’ve got so-called objective data, you know, you’re counting physical things. When you have subjective data, you’re using scales. You’re using things which basically people are giving you a sense of the difference. So, when I ask people how have you felt at work this week, I give them five response codes.

Very unhappy, unhappy. OK, happy. Very happy. If I can answer that. We don’t know precisely three to the four is the same as from one to two. In fact, I can tell you, isn’t the data quite well? It is, but it is ordered. The data is ordered. And so, you can work with that data, which just you have to work with it differently. You also have to understand you’re not maximizing.

People often think that you’ll take any variable going to maximize your optimizing with subjective data. You know, actually, you don’t want people to be not you don’t want them to be. It’s unrealistic for people to be very happy all of the time. You actually kind of want to know when they’re feeling very happy and you want to know when they’re feeling happy and want to know when they’re feeling OK. And that is data is feedback and it’s learning. I mean, the whole way that organizations and us as individuals is that we learn, we learn.

So, we need to have feedback that helps us learn. And I use that’s how I use the data. And so, you know, we create effectively what we call happiness KPI for business, which is this data weekly team happiness. And it’s a people metric for people, for organizations and organizations don’t have good people metrics. They tend to have what we call lagging indicators like; you know, how many people didn’t turn up for work, how many people left us, or do we do an engagement survey once a year, which gives you a snapshot experiences really fluid.

It’s not a snapshot. It’s not even a series of snapshots. You know, you could have done a snapshot in February this year and then three months later and three months is a really frequent pulse survey. You know, your set up march, you may well, you just basically see almost a flat line. You’ve just missed the whole dramatic, interesting part, you know. And so, you know, by taking data more frequently, you get that fluidity.

And basically, our experience is fluid. It’s always ebbing and flowing. It’s you know, you can you can take people’s I mean; I measure weekly because that’s convenient. It’s good for work. But, you know, sure, you could measure people’s experience through a morning and you’d have it going up. You could measure it through an hour and it’d be going up and down your year, a lifetime. You know, there’s different wavelengths if you want to do of it.

So, it absolutely is data. It’s data that’s correlated and predicts things. We know that people who have more good weeks and bad weeks are happier at work, are more productive. We know they stay longer. We know they’re more creative and innovative. We know that they have a better safety record when they go back to that, because if you care about the machinery you’re working with or you care about your colleagues, you know, you take care and you and you avoid you deal with risks and you avoid you avoid things getting out of control, which, you know, most accidents are a series of errors, aren’t they?

And if you’ve got that communication and collaboration, well, it works out better. So, you know, it’s not only is it data, it’s useful data and it predicts future good outcomes. So, I take it seriously. It’s my opinion.

I think that’s phenomenal. Last starting point you launched recently a tool called Friday one. Can you share a little bit about what it is and how it can help businesses?

Yes. So, Friday one is, say, Friday Pulse is the business we have, which creates platforms for teams and organizations. So, we wanted to do something that was for individuals. People always ask us how can we do something on our own? So, we’ve created Friday one, which is basically a sort of an individual. These are the key drivers to happiness at work. How are you doing on it? So, if you’ve ever taken one of those tests, like six personalities organize breaks, you do them and give you a report back, that’s the same thing, but it’s context.

So, one of my critiques of those sort, the personality test, is that their context free. And actually, we change personalities, we change who we are. We change how we feel, giving context. So, our context is very specific to your work and it’s your work now when you fill it out and basically, we ask you how you doing on the five big drivers which we call which are which are about relationships, about fairness in the system, about autonomy, about learning and about purpose.

So, we call those connect, be fair power challenge, inspire. So, you ask three questions on each and some demographic questions. I give you benchmarks and you get a lovely report and it’s to help you reflect. On your work and how you doing, and that does form part of our Friday post when we do it for whole organization, but this is just a free tool for individuals to do and have fun with.

And can they track themselves in terms of time and how they’re progressing, or is it a one-time snap?

It is a one-time stop, which is why we called it Friday one. And the reason we haven’t done that is also to keep our problems of storing people’s data with a free tool. And you do get into, you know, sort of things like we decided we do a snapshot. We may we may do something tracking, but we you have to get a little bit you have to get a little bit fancier with that stuff. And so, at the moment, it’s a snapshot and you can say the PDF and do it again three months later and look at it.

But we don’t hold your data in any way. We didn’t want to get into that really. And you just go to Friday, one dot com and, you know, take the test. And it’s just that’s it’s just free and fun to use.

Love it. Well, thank you very much, Nick, for taking the time for connecting, sharing your thoughts, their own feelings and the impact on the business and great insights in terms of how people can shift from week to week, from day to day from hour to hour based on the context, the environment they’re in.

Thank you very much indeed.

Thank you for listening to The Safety Guru on C-Suite radio. Leave a legacy, distinguish yourself from the pack, grow your success, capture the hearts and minds of your teams. Fuel your future. come back in two weeks for the next episode or listen to our sister show with the Ops guru, Eric Michrowski.

ABOUT THE GUEST

Nic Marks, Founder & CEO, Friday Pulse

Described by one client as a “statistician with a soul”, Nic has been working in the field of happiness and wellbeing for over 25 years.

In 2010 Nic gave a TED talk on his previous work in public policy, which has now been watched over 2.3million times. Named as one of the Top Ten Original Thinkers by the IoD’s Director Magazine, Nic’s work was hailed as one of Forbes Magazine’s Seven Most Powerful Ideas in 2011.

As Founder and CEO of Friday Pulse, Nic shares his creative thinking with leading organisations on how positive emotions drive productivity and profit.

For More Information: https://fridaypulse.com/

Discover More: https://www.ted.com/talks/nic_marks_the_happy_planet_index?language=en

 

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