Qualification & Training of Work Planners Steven K. Little Work Control Department Manager

2 Topics if Discussion Typical Planner “Myths” NNSA Approach to Training & Qualification Y-12 Improvements

3 What is a Planner? Computer expert Craft – generally an expert in all trades Industrial hygienist Occupational safety specialist System and design engineer Quality assurance expert Health physicist Nuclear safety engineer Procurement specialist Procedure writer Rocket scientist Babysitter Project/Task manager & supervisor Juggler

4 Why do we need Planners? Requirements & Drivers Best practice Improve scope definitions Create work instructions Improve field work efficiency Increased demand for rigor and formality Mentor process change Single point of contact Analyze and report information

5 Work Control Process

6 PLANNING ≠ PLANNER

7 What is a Planner? - Really An expert on the Work Control Process Someone with craft or engineering/technical background A skilled facilitator A non-exempt hourly or junior exempt employee

8 Why Do We Need Planners – Really? Develop the “safety envelope” for the specified scope focused on the worker performing the work safely.

9 Why Do We Need Planners – Really? Develop the “safety envelope” for the specified scope focused on the worker performing the work safely.

10 NNSA Commitment #23 Path Forward Initial workshop in October, 2004 identified issue of concern. T&Q of Planners a major subject in July 2005 workshop NNSA working group drafted criteria in November 2005 Criteria validated by EFCOG Work Management subgroup NNSA issued criteria as an expectation for Commitment #23 closure.

11 NNSA Planner Definition A work planner is anyone who, as a part of planning activity level work, performs the following functions: –ensures that the scope of work being performed is adequately defined; –confirms that hazards associated with the work and the work environment have been identified and analyzed to determine the controls that must be implemented to ensure worker safety; –determines applicable work process requirements (i.e., applies the appropriate graded approach for the work being planned); –breaks down work activities into discrete steps/tasks; –establishes acceptance criteria for work performed; –develops technical work documents; –and provides input to the scheduling process (sequencing and timing, and resources such as personnel, tools, materials, support, training, etc.).

12 NNSA Planner T&Q Expectations Work planners are expected to be trained and qualified in the following areas: –Integrated Safety Management (ISM) Core Functions and Guiding Principles, and Quality Assurance Criteria; –The roles, responsibilities, authorities, and accountabilities of interfacing organizations; –Applicable work management system(s) - i.e., types of work performed, processes used, tools, software, work package content, how to apply lessons learned, etc.; –Hazard Identification and Analysis, and how to incorporate controls into work instructions; –How to apply applicable requirements, standards, permits, regulations, etc. to work planning (includes use of subject matter experts and system engineers); –How and When to Conduct Walk-downs; and –Effective Communications and Technical Writing.

13 Planner Restructuring

14 DevelopmentalGoals Expectations & Drivers Planner Academic Approach Technical Approach DOE Site Industry Roles Responsibilities Train to: Process Requirements Rules & regulations Career path Technical & Administrative Train to: Process Requirements Rules & regulations Career path Hands-on / Field Experience

15 Planner Progression

16 Formal Qualification Process

17 Qualification Focus Areas ISM functions and principles Facilitation techniques Hazard identification and analysis Technical writing Procurement of material and services Work Control process, including R2A2 of all personnel involved Technical training, including interfaces with maintenance crafts Verification of performance through: –Classroom training –Field Training, including OJT –Oral boards –Completion of practical exercises

18 QUESTIONS?