Pilot Phase > Adoption phase > Deployment Phase Simplification December 2016 Pilot Phase > Adoption phase > Deployment Phase This presentation outlines the Safe Working Essentials project as part of Simplification. It is aimed at all levels to provide an overview of how we are where we are.

Simplification and Standardisation 2016 STRATEGIC OBJECTIVE: Identify unnecessarily duplicated safety systems. Advocate removal. Reduce confusion and avoid unnecessary cost. implement a single toolbox talk and dynamic risk assessment card followed by a common observation card for UKCS operations This new workstream was introduced into Step Change in Safety in Q4, 2015. It officially began in January 2016 and has been driven by the Energy Jobs Taskforce. The first area to look at was Toolbox Talks, Dynamic Risk Assessments and Observation Card. It was felt this was a ‘low hanging fruit’ and sensible place to start.

Why… Why are we doing this? It is clear that we need to reduce the amount of duplication in the process. This is about a combination of efficiency, overall cost and the impact this will have on safety. This will allow more attention to the task at hand.

simplify (there is an animation on this slide) There used to be several different cables for different mobile phones to charge them. It was nearly impossible to know which charger you needed. Ultimately, we need to simplify. This means two types of chargers – making it more straightforward and cost effective.

Having one toolbox talk, one DRA and one observation is cost effective Having one toolbox talk, one DRA and one observation is cost effective. This will save the industry a lot of money. £340M could be saved and 500M man-hours. It is also about credibility. Can we, as an industry, create a standard for use by all, and then stick to that standard? There are some who think we can’t. We need to focus on low hanging fruit – easiest things to do first. Dynamic risk assessment, toolbox talks, obs cards. Biggest impact – managed to deliver in 3 months… How low hanging is this, though? HSE – fully aligned

Who?... All the companies you see here are either using SWE currently or have received a pack to use it in 2017. Other bodies, such as IADC and IMCA, are kept informed. Workforce engaged through the pilot (ESRs) and roll out and through union representation on the team

Project to Programme 2016 – Pilot phase 2016 - Adoption phase Concept Pilot - 6 worksites Rich feedback Improvement 2016 - Adoption phase Pilot continuity Early Adopters Target - 18 worksites Feedback Improvement 2017 -Deployment phase Update design Industry wide roll-out plan Sustainability &Feedback loop There are three phases to this process – phase one is the initial pilot phase with 6 sites from April - July. Stage two is the adoption phase with a further 12 sites using it from July - December. These two phases are when all the feedback will be gathered and changes made. The deployment phase will begin in January 2017 where all feedback will be incorporated into a second revision and will remain the same for two years.

Phase one - Pilot Golden Eagle Hummingbird Barrow Heather Forties Pipeline Clipper April – July 2016 Phase one - Pilot

Wider SCiS Member engagement Feedback consolodation Phase one – April 2016 Wider SCiS Member engagement 11 days Phase 1 11 days Phase 2 Golden Eagle HummingBird 11 days Phase 3 Clipper Forties Pipeline 14 days Feedback consolodation Barrow Terminal Heather 12 days Print 6th July - Deadline Revision 0 was rolled out to 6 pilot sites; Nexen – Golden Eagle Woodgorup – Hummingbird Centrica – Barrow Shell – Clipper BP – Forties Pipeline EnQuest – Heather ..over 6 weeks. Throughout this time we have been collecting the feedback, analysing it and incorporating changes where we can. Week 16 17 18 19 20 21 22 23 24 25 26 27 2016 Today

The first pilot version… Revision 0 This is what it looked like.

Feedback… 243 pieces of feedback received to date. (Positive / Negative) 192 of these required action: 78 addressed in updating guidance 50 addressed in FAQ document 44 have resulted in a tool update: Formatting Wording Design 1 is ongoing – Script 19 deemed no action required after consideration and formal responses available. Overall we have had a lot of feedback from revision 1.

Feedback – Tool Checklists Hazard icons/prompts Work party declaration Ability to trend data High level category data collection Management of routine work Renewal Validity The main pieces of feedback were aroundl Checklists – the sites felt they wanted the ability to tick if they had done a section Hazard icons – the sites needed Hazard IDs on the observation card Workparty declaration – this was requested so that a person can declare they signed up to the toolbox talk as well as print their names. We edited the version slightly to allow for this if companies wanted to Ability to trend data – this is linked to existing systems companies already had in place. Some companies wanted to be able to trend whatever information was collected from the obs card so adding the icons onto the forms allowed this to happen

Feedback – Implementation Do not underestimate the reluctance of people to change – this is a significant driver of success or not Ensuring that the message from the top is not lost through the line and local decision makers take control – clear and visible support Need a thorough understanding of the reasoning not just for simplification but of the SWE tool Invest in the time upfront to get the landing right Get the ‘why can’t this work here’ conversations started early Consider where the site are in their cultural maturity and ACTUAL maturity This was the main feedback we gathered from the entire process. Some sites found it difficult to adjust, so these points were crucial to help other sites using them.

Key points Key feedback points; All sites grateful for feedback All taken ownership of changes – ‘we said that’ Felt listened to and engaged with Hazard Icons very well received Clarification required on changes to permit (AA signature?) Training for interventions etc Feedback was a crucial part of this process. We engaged with every site who used this one on one and offered feedback to their feedback. This was hugely important as every site took a personal ownership of the changes made. Practically overnight there were champions of the Safe Working Essentials. We also made sure each site were given a coke and a mars bar to thank them for their participation – which was important!

Phase two – adoption phase +1 site New Sites Golden Eagle Hummingbird Barrow Heather Forties Pipeline Clipper Scott CATS CPC Thistle Gannet EnerMech Bristow Helicopters Stork North Coromont Jasmine Murdoch Shell (BG Legacy assets) Petrofac July – December 2016 Phase two – adoption phase Pilot two was all about increasing the amount of sites using the toolkit. Each pilot site got a ‘plus one’ site where they were able to buddy up. We were also aiming to have 6 new sites (we got seven) to trial this new version. The new version is shown on the following pages…

Wider SCiS Member engagement Phase 2 – July - December Wider SCiS Member engagement 2016 Jul Aug Sep Oct Nov Dec Hummingird Heather Golden Eagle Clipper Forties Pipeline Barrow CATS Thistle CCP BP? Shell? Scott Bristow Stork ConocoPhillips Taqa NEW 5 EnerMech Hard Stop 21/11/2016 6/7/2016 - 22/7/2016 Pilot Sites 25/7/2016 - 22/8/2016 Pilot Site Plus One's 5/9/2016 - 10/10/2016 New Sites 10/10/2016 - 21/11/2016 Feedback Consolidation 7/11/2016 - 2/12/2016 Review Period - Rev 2 2/12/2016 - 31/12/2016 2017 Planning The second pilot invited every original site to have a ‘buddy site’ to incorporate it onto the platform. A further 6 new sites were targeted to expand the reach of the toolkit. This adoption phase was scheduled to finish in November with feedback being consolidated throughout December.

What’s new Tips condensed Worksite visited? prompt Tick boxes moved to front Wording amended to identify controls Hazard icons Emergency procedures highlighted The toolbox talk form was changed according to feedback received. The biggest change was the introduction of Hazard icons, and some further tweaking of the form.

These hazard icons on the left were created from IOGP life saving rules. Some have been condensed into one rule. The icons on the right are standard energy sources. These icons have also been developed to look like the highway code – the circle means a rule, and a triangle means a warning. Nothing has been reinvented !

Reference box provided Wording amended Feedback shortened Company field added Stop the Job authority Reference box provided The Safe Working Essentials toolkit had some amendments to it as a result of the first pilot. These included stop the job authority and tweaks to make processing easier. Icons added

Box DVD x 1 Safe Working Essentials x 100 Check Lists x 5 Guidance Doc x 2 FAQ x 1 This is the ‘box’ which was piloted in the Adoption phase. The main feedback from the first pilot was that there needed to be more supporting documents – so we created a guidance document, posters, FAQs, quick starts and made a DVD to show how the process works. We also created a readiness review which should be the very first thing any new site does before deploying this. It asks the difficult questions we identified as important before starting the process. Readiness pack x 1 Posters x 10 Toolbox Talk form x 10 Quick Start x 5

Adopting Organisation Readiness Assessment These are the key areas to consider before using Safe Working Essentials. When you complete the set of questions under these headings in the readiness review, you are given a map similar to this one which shows how ready you are at an organisational, site and individual level. Once you have done this and set relevant things in place to make it work, you can continue with the process.

Phase three – deployment Jan 2017 Phase three – deployment

Project to Programme 2016 – Pilot phase 2016 - Adoption phase Concept Pilot - 6 worksites Rich feedback Improvement 2016 - Adoption phase Pilot continuity Early Adopters Target - 18 worksites Feedback Improvement 2017 -Deployment phase Update design Industry wide roll-out plan Sustainability &Feedback loop This is the final phase which will be set for 2 years before being reviewed again. All feedback from the adoption phase has been incorporated into this – revision two.

Feedback from Adoption phase More space required on observation card This has been a theme throughout the pilot. Include a box for ‘conversation’ or ‘observation’ This will allow all interventions to be recorded Add a ‘not listed’ or similar box for icons This will allow for things like housekeeping, environment, etc to be recorded Further information required on what goes into an observation card

Revision 2 – changes to Observation Card We have also created a ‘how to complete an observation card’ to make it clear what information goes into each section. Type of observation Feedback has indicated that it would be worthwhile having the ability to record whether it is a Conversation or an Observation being recorded. Conversation; This is when you speak to a person about an intervention Observation; This is when you see something worth reporting Hazard Identified We have changed the name from ‘trending’ to Hazards Identified. This makes it easier to use with existing processes. Hazard Identified (mark with X) Not Listed Some feedback highlighted that some companies use more icons than others – so rather than add more icons, we have added a box to write in anything which is not listed More Space to write There is more space available to write down what you saw and what you did about it. You can also print an A4 version from the USB stick in your starter folder. The only changes as a result of this pilot have been to the observation card, as you can see here.

What could we do about it? This is an opportunity for the team to record what could be done to prevent this happening again, for example how to improve the task for next time. Location This is your workplace – eg Beatrice Platform Name This is your name, e. Joe Bloggs Date/Time This is the date the observation occurred and approximate time – not the time the card is completed Individual/Team/Organisation Feedback For the individual, this feedback could be verbal thanks or acknowledgement, or further discussion as part of the After Action Review. For the team, this is the opportunity to review any feedback or change management considerations. The organisation feedback is at a high level and related to any shared alerts to changes to procedures Company This is your employing company Type of observation Conversation; This is when you speak to a person about an intervention Observation; This is when you see something worth reporting Safe; when something is seen to be done safely and correctly Unsafe; when something is seen to be not correct and unsafe Act/Behaviour; a physical activity witnessed to be undertaken Condition/Consequence; a physical condition of something Hazard Identified (mark with X) Hazard Identified These Hazards share principles with the Highway code – a circle is a rule and a triangle is a warning. These are explained further on the toolbox talk form. Mark with a X which hazard has been identified. Not Listed This is to be completed when the hazard you have identified is not listed What did you observe or what changed? This is where you state, in your own words, what has been observed or what changed has been recognised Feedback given? Each organisation will have its own system for categorising observations raised and for trending the data if required. This feedback loop can be to the team or individual, as you choose to do it. This is an example of a further resource to help people using it for the first time know how to use the card What did you do about it? This is where you record how the situation was dealt with and who was told about it. This is where you indicate whether you stopped the job. Reference This can be used in a number or ways relevant to the task – such as permit number, work reference, etc.

Engaged sites will receive new materials 1st Feb 2017 All Step Change members can get 300 booklets free of charge initially (plus starter pack for the site and onshore) – once completing a readiness review Aim is to have 50% of the UKCS using this by 2019 – this means approximately 75 platforms If you would like a Readiness Review to complete , please email Emily@StepChangeInSafety.net Going into 2017, this final revision will be available to all Step Change members for free. Each member will be entitled to 300 copies of the booklets, plus 2 x starter folders for the onshore focal points and the site focal point.

Any questions?