2011 Safety Excellence Award Training

Finalist Preparation

Houston Business Roundtable

Presented by: Russell Klinegardner

Finalist Preparation

Scheduling the Audit What is done to start an Audit at a

location? What does the Audit team need? Format of the Audit Closing Conference Other Points

Scheduling the Audit

Send your Audit Team Leader three dates.

Establish a time. Pick an Audit

Location.

End of the Month, Last ones Audited ALWAYS WINS- MYTH.

What is done to start an audit at a location?

Names of Auditors

Authorization into the Facility (Security Clearance and Orientation)

What is done to start an audit at a location?

Set a time “When” to meet.

X Establish a Location

on “Where” to meet.

Provide a safe means of Transportation.

What does the Audit Team need?

The Audit Team Needs:Directions

Map to the Facility

Good Directions (Easy to Follow)

Where to Park

The Audit Team Needs:Personal Protective Equipment (PPE)

Let the Auditors know what PPE is required for the site being audited.

Have additional site specific PPE. (Ex. Escape Respirators, H2S Monitors, Phosgene Badges, Etc..)

The Audit Team Needs:A Meeting Room

Temperature controlled

Restroom Facilities Comfortable Setting Employees readily

available

The Audit Team Needs:Refreshments

Breakfast foods Snacks Drinks Lunch (if necessary)

What does theAudit Team NOT need?

Situations not to Expose your Auditors to:

Respirator Areas

Lockout/Tagout

Confined Space

Hazardous Areas

Allow the Auditors time to talk with the Employees.

Let the Employees know what the Auditors will be doing.

“Recognize them for their safety excellence performance”

Format of the Audit

Documentation Review Be organized Follow the format of the audit Provide supporting data Company representative readily

available

Field Review Various crews / work activities Several employees Transportation

Closing Conference

Allow the Audit Team time to meet once the Audit has been completed to gather their notes for the final scoring.

Audit team will then meet with the Company Representatives and discuss the Audit findings. ( Highlight the positives and address any opportunities to improve)

Allocate 30 - 45 minutes

Other Points

Managements commitment Customer support Brief presentation addressing

your company highlights and achievements. (10-15 minutes)

2011 Safety Excellence Award Training

Finalist Preparation

Houston Business Roundtable