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Elevating EHS Leading Indicators:From Defining to Designing
All lines will be muted. Communicate via the questions tab in your webinar panel.Unanswered questions will be responded to after the webinar.Webinar recording and slides will be emailed to you tomorrow.
During This Webinar
Meet Your Presenter
Joy InouyeResearch Associate, Campbell Institute
Save lives by preventing injuries and deaths at
work, in homes and communities, and on
the roads, through leadership, research,
education and advocacy.
The Campbell Institute, at the
National Safety Council, is the
EHS center of excellence.
Participants
As of 2/15/2016
Leading Indicators Framework
1. Define- Characteristics- Taxonomy
2. Align- Enablers & Barriers
- Current state
3. Refine- Categories
- Metrics
4. Design- Implementation &
improvement plans
Mixed-Method Approach
Expert Panel Survey Workgroups Interviews
Leading indicator = proactive + preventive + predictive
A Definition
The Critical Characteristics
Robust Leading Indicators:• Actionable• Achievable• Explainable• Meaningful• Timely• Transparent• Useful• Valid
Enablers to Implementation
Executive buy-in (not technical knowledge)
Corporate-level roll-up and
tracking
Predictive value communicated & understood
Targeted collection toward
specific outcomes
Barriers to Implementation
Inability to develop consistently
actionable metrics
Continued C-suite reliance on
lagging indicators
Lack of reliable, consistent
relationship
Sporadic, infrequent, non-standard benchmarking
Taxonomy
Behavior based Operations based Systems based
• Activities• Thoughts• Perceptions
• Work processes• Equipment
• Functions of system
Leading Indicator Matrix
Leading Indicator Program Design
Choosing, tracking, & analyzing leading indicators
What is already being tracked?
The “bottom up” approach
Start simply and small
Does the indicator provide meaningful
information?
Leading Indicator Program Design
Gaining support; roles & responsibilities
Obtain leadership buy-in
Find the right pitch; hone the language
Involve multiple departments &
functions
Leading Indicator Program Design
Connection to safety management system
Integrate leading indicators into
overall SMS
Balance leading indicators with
lagging metrics to measure success
Leading Indicator Program Implementation
Case Study: Cummins
Research & benchmarking to
develop plan
Began with S&H assessments and
preventive actions
Added S&H training hours, hours worked,
% new employees
Evaluate leading indicators through
correlation analyses
Case Study: Schneider Electric
Started leading indicators at the site
level
Began tracking training hours
Started tracking effectiveness of
training
Celebrates leading indicator milestones
to gain support
Case Study: Owens Corning
Started with system of “yellow flags” for
soft risk
Began correlating yellow flags with lagging metrics
“Yellow flag” system basis for corporate leading indicators
Involves several functional areas to
build support
Key Takeaways
How can I use this research?
1. Lead with framework & taxonomy to start discussions
2. Pull real-life examples from Campbell Institute white papers
3. Find resources on the Campbell Library
Find the Institute’s Research
www.thecampbellinstitute.org/research
Finding 6: Leading Indicator Matrix
Finding 6: Leading Indicator Matrix
Finding 6: Leading Indicator Matrix
